4 Important Steps for Each New Document

I want you to slow down and do it right the first time. It's your legacy!

Hurray! You found a 1940 census form you needed for your grandmother's first cousin with his wife and son.

How many steps do you need to take before moving on to something else? If you don't want to have any regrets later on, you should take all 4 steps below. What kind of regrets are we talking about?

• Working to find that census again in the future, going to add it to your tree, and realizing it was there all along.
• Thinking a relative died before the census date, then seeing you forgot to add their census facts.

Census documents are only one type of genealogy image you're going to want for your family tree. But the census is one of the most important documents, so it's a good example.

Follow these 4 steps each and every time you find a new census document for your family tree.

Genealogy is a journey. You can't take a journey without taking steps.

Step 1. Rename and Store the Image

Download the census sheet and name it for the head of household. My preferred format is LastnameFirstnameYear. Examples are:

• AkiyamaTomoko1940.jpg
• BlancatoSebastiano1920.jpg
• ColabellaCarmella1925.jpg

File your document image away immediately. My system is logical and simple. Each of my census images goes right into the "census forms" folder.

Step 2. Annotate the Image

Add metadata to the image file itself. Metadata are the key facts you need to know about this document.

The way you do this on a Windows computer is to:

• Right-click the image and choose Properties.
• Click the Details tab.
• Fill in the Title field with a descriptive caption for the image.
  For example, "1920 census for Sebastiano Blancato and family". Start with the year and each person's images will sort themselves chronologically.
• Fill in the Comments field with all the details about the location and source of this image:
  
  • the lines numbers the family is listed on
  • the name of the document collection
  • the image's URL
  • the enumeration district, sheet number, and any other page-specific info

If you fill all that in, there's no mistaking—or forgetting—the source of this image.

Step 3. Add the Image and Facts to Your Family Tree

Attach the image to the head of household in your family tree. Now pull out all the facts you can.

• Record a Residence fact for the head of household. "12 Jan 1920, 260 East 151st Street, Bronx, Bronx County, New York, USA."
• Record an Occupation fact for the head of household. "19 Jan 1920, building painter in Bronx, Bronx County, New York, USA."

Everyone who lived in that household needs the facts on their census sheet.

Now add the same image and Residence fact to each family member listed in that census. You don't have to attach another copy of the image to each person. The image is there, so share it with each person in the household.

See who else in the household has a job, and give them an Occupation fact.

Search for other facts that matter to you:

• Does it say how long the couple has been married? If so, figure out their marriage year and use this census as your source.
• Does it say when they immigrated?
• Are they naturalized?
• Is someone widowed?
• Is anyone living with them who's not in the immediate family?
• Is the wife's family in the same building?

These are all good facts to record.

Step 4. Keep Track of What You Found

Let future-you know you've got this image. I record all my found documents in a spreadsheet I call my document tracker. In the Census column, I add the year of this newly found census image to each member of the household. If I don't do this immediately, my inventory will be unreliable.

Do this as you go, and it isn't such a chore. It's worth it.

Now, Make it a Routine

If you take your time, get into this groove, and follow all the steps, you'll only handle each census image once. You'll have everything perfectly documented from the start. You'll greatly reduce your own human error. You'll save yourself from searching for documents you've already got.

I follow these rules for each type of document image I find.

If it's a birth record, I add the baby and all their facts (birth date, baptism date, birth address). I make sure I have the correct names for the parents. I decide if the parents' ages in this new document are more reliable than what I currently have for them. I add their occupations if they're included.

If it's a marriage record:

• I record the dates of their marriage banns, license, and marriage, if available.
• I record the bride and groom's birth dates, their parents' names and ages.
• I note any occupations and addresses.
• I add a title and description to each image before putting it in my family tree.
• I attach all documents to the groom and share them with the bride.
• Finally, I add a notation to my document tracker for both bride and groom.

When I've been adding documents to my tree all day, following all these rules, it takes quite a bit of time. When it's getting late, and I'm only able to add one more document before calling it quits, I have to steel myself. I know how important it is to the quality of my family tree that I do it right—and do it thoroughly—the first time.

Is your document-processing routine fortifying your family tree?

3 Simple Rules for Managing Your Digital Genealogy Documents

My on-the-job organization skills help a lot with my genealogy research.

How did you begin this all-consuming hobby called genealogy? You may have started your simple family tree for a school project, or your kid's school project.

At some point, we each decided to get more serious about genealogy. We started looking for documents on genealogy websites. We tried to find our parents or grandparents on a census sheet, and we downloaded the images to attach to our family tree. Then we branched out. We found our grandparents' brothers and sisters living with their spouses and kids. Then we looked for ship manifests with the names of our immigrant ancestors.

It becomes addictive before you know it. Time passes, and we have a decent collection of facts and images.

Follow 3 simple rules and you'll always know where to find any digital genealogy file.

But what do we do with all those census and ship manifest images?

I started downloading census images in 2002 when I got my Ancestry.com subscription. Seventeen years later, I have 732 census sheet images in one folder. I have 414 ship manifest images in another folder.

You may have a lot more than that. My census collection is small compared to the size of my family tree. That's because I don't have a single blood relative who was in a census-taking country before 1900.

It wasn't long before I realized I had a problem. I had to figure out how to organize the census sheets, ship manifests, and everything else I was finding. I wanted the alphabetical organization of files in folders to make it easy to find any one image.

I had to name and organize the files in a way that would always make sense to me.

GeneaLOGICAL™ Organization

These are my 3 basic rules for taming my collection of genealogy document images.

1. Have one main FamilyTree folder. Mine backs up to a cloud automatically.
   

There are a limited number of genealogy document types. Filing by type makes great sense.

2. Have a sub-folder for each type of document:
   
   • census forms
   • certificates (birth, marriage, and death documents)
   • city directories
   • draft cards (registration cards for World War I and II)
   • immigration (ship manifests)
   • military records (different than draft registration cards, these detail a person's military service)
   • naturalization (declaration of intent, petition for citizenship, and actual citizenship)
   • passports (applications)
   • photos (including grave marker photos)

There's no doubt what's where and which file is which. All it takes is a simple naming pattern.

3. Name each file for the main person, last name first, and include the year. For example, in my immigration folder I have:
   
   • IamarinoPasquale1902.jpg. That's my great grandfather who came to America once and stayed.
   • IamarinoPietro1920-p1.jpg and IamarinoPietro1920-p2.jpg. That's my grandfather who came to America at a time when ship manifests covered two pages.
   • IamarinoPietro1958.jpg. That's Grandpa when he was a widower and went to visit his mother in Italy for the first and only time.
   In my census folder I have images named for the head of household:
   
   • IamarinoPasquale1910.jpg
   • IamarinoPasquale1915.jpg
   • IamarinoPasquale1920.jpg
   That's clear, right? Now here's an exception because my grandfather had a cousin with his same name:
   
   • IamarinoPeterLucy1930.jpg. That's Grandpa and Grandma Lucy.
   • IamarinoPeterMarie1930.jpg. That's Grandpa's cousin and his wife Marie.
   For Birth, Marriage, and Death records, it's Lastname Firstname Event Year. For example:
   
   • ZeollaPasqualeBirth1821.jpg. The 1821 birth record of Pasquale Zeolla.
   • MarinoFrancescoDeath1844.jpg. The 1844 death record of Francesco Marino.
   • IamarinoAngeloAntonioPozzutoAnnaelenaMarriage1817. Marriage records get the groom's name and the bride's name for clarity. Thank goodness for long file names. This is the 1817 marriage record of Angelo Antonio Iamarino and Annaelena Pozzuto

I've seen countless debates about family tree file storage. They all look too complicated to me, and not helpful at all. Some people suggest keeping the document images in folders separated by family.

If I had a separate folder for each family or each last name, I'd have an insane amount of folders. And where would I put my great grandmother before she married my great grandfather? In the Caruso folder or the Iamarino folder?

My file names would have to be much longer, too. How would I know the CarusoGiuseppe1900.jpg was a ship manifest and not a census form?

Say I need to look at my great grandmother's brother Giuseppe's 1905 New York State Census record. I know exactly where to find it. It's in the census forms folder, and it's named CarusoGiuseppe1905.jpg.

After 17 years, I haven't had a split-second of regret about my file-naming and filing system. A place for everything, and everything in its place.

Is your filing method driving you crazy? Are you wasting time trying to find the right image? Are you ready for a genealogy file do-over?

A word of warning. I use Family Tree Maker, and I let it copy all images into a single media folder. That way, anything I do to my images' names or locations has no effect on my family tree.

Your setup may be different. Don't dive into a big file naming project before testing what it will do to your genealogy program. Let's get organized!

And speaking of digital files:

• Are You Overlooking Your Family Tree Discoveries?
• 3 Rules for Naming Digital Genealogy Documents
• 3 Ways to Prove Your Family Tree is Correct

Searching for My Only Missing 3rd Great Grandparent

What can I do to find my closest unidentified ancestor?

It bothers me that I'm missing the name of only 1 of my 32 3rd great grandparents. It's amazing to have that column of my grandparent chart all filled in. But one of the spaces says "mother of Maria Luigia Muollo"—my 2nd great grandmother.

Come along with me as I try to find her.

My Muollo family comes from a tiny little hamlet called Pastene—part of a small town in southern Italy. Because the town is so small, it seemed to fly under the radar. It didn't start collecting civil records in 1809 like the rest of Italy.

All I can access on the indispensable Antenati website are:

• 1861–1915 birth records
• 1931–1942 death records
• 1931–1942 marriage records

Those gaps in the record collection are enough to make me cry. I even hired a pair of Italian genealogists to go to the local church for records. What they found was wonderful. But they also discovered a huge lack of records.

I know that my 2nd great grandmother's father was Antonio Muollo. He was born in about 1818. I don't know when he died.

I've been piecing together families from the records I have. I've found only one other Muollo who's father is an Antonio. Maria Saveria Muollo was born in 1859.

Could she be my 2nd great grandmother's younger sister? There's a 16-year age difference between them. That's common in Italian families of the 19th century. And my Antonio was only about 41 when Maria Saveria was born. I know that Maria Saveria married Orazio Sarracino.

This is a TINY town. My 2nd great grandparents were Maria Luigia Muollo and Giuseppe Sarracino. If this theory pans out, the 2 Muollo sisters each married a Sarracino.

How can I prove Maria Saveria's relationship to my 2nd great grandmother, Maria Luigia?

The first step is always to gather as many documents and pieces of evidence as you can about the person. Let's see what I can learn about Maria Saveria Muollo.

To find more clues about Maria Saveria, I gathered the birth records for her children.

Birth Records

I have the Pastene birth records for Maria Saveria's 9 children with Orazio Sarracino:

• Maria Giuseppa, 1880
• Maria Assunta, 1884
• Antonio, 1886 (who must have died before 1892)
• Antonia, 1889
• Antonio, 1892
• Francesco, 1894
• Carmine, 1896
• Rosaria, 1899
• Maria Luigia, 1903

The last birth record, dated 24 November 1903, says Orazio was not present. He was domiciliato all'estero—living abroad. Sure enough, I found Orazio's 1903 ship manifest.

Immigration Records

Orazio and his daughter Maria Assunta left for New York THREE DAYS before his 9th child was born. I already can't stand this guy. Ships left for New York often. He had to leave when his wife was 9 months pregnant? Sheesh.

Orazio never sent for his wife to join him. Maybe he planned to return to Italy. Maybe he did return to Italy. Orazio died between 1910 and 1920. I don't know where.

In 1920, Maria Saveria and her 2 youngest daughters boarded a ship. They went to the Bronx to join her son Francesco. I like to think of her saying, "Who needs you? I'm going to America anyway."

This lady made that difficult voyage to America at 61 years of age.

Census Records

Back in the 1910 U.S. census, Orazio and his son Antonio are living in the Bronx. They're in the home of Orazio's eldest daughter Maria Giuseppa and her husband.

In the 1915 New York State Census, Antonio Sarracino is still living in the Bronx. He is married and has one child. His father is not with him.

In the 1940 U.S. census, Maria Saveria is 80 years old. She's living with her daughter Rosaria and Rosaria's family. It's amazing to find her at age 80. I would guess she didn't live a whole lot longer.

Death Records

One death record shows up on Ancestry.com that's promising. If it's Maria Saveria, she died in the Bronx in 1944 at age 84. The same record on FamilySearch.org offers more information. It says that her husband was Orazio Sarracino and her father was Antonio Muollo. It's her, alright.

But it also has the most important piece of information I'd been hoping to find: her mother's name. There it is.

Is Giuseppina Torrico my 3rd great grandmother? Is she the only 3rd great grandparent whose name I'm missing?

A check of the vital records in Pastene shows no one with that last name. Was it transcribed incorrectly because it was hard to read? What names do I have from the town that are close?

I can't accept a stranger's transcription blindly. That is not quite the right name.

My best guess, without seeing the actual death certificate, is that her last name was Errico. Maybe the E was all fancy and hard to read. Errico is a fairly common name in Pastene. There used to be a neighborhood with that name in the 1860s.

After all that research, I'm left with a theory. A stronger theory than I had before. I'm still missing marriage and death certificates from Pastene, so I can't prove anything.

But perhaps—just perhaps—Maria Saveria Muollo is the younger sister of my 2nd great grandmother. And perhaps Giuseppina Errico is my missing 3rd great grandmother.

It's a good enough theory to record in my family tree.