Organization Techniques

Kitty Chiono Cortez

Nueva Galicia Genealogical Society

March 6, 2010

Overview

• Gather Documents

• Type up tags

• Scan

• Document Index

• Post-a-note Numbers

• Cross Reference in Software

• Binder

Gather Documents• Be consistent with

your write ups– Same Elements – Same order

Type up tags

• Again be consistent– Same elements– Same order

Type up tags – continued

• Location, location, location

Scan Documents

• Create Digital Folders Before Scanning• Create Folders and Sub-Folders• Don’t Limit Yourself to My Folder List

Root Folders

Surname Folders

• Be creative• Unique Templates• Indexes to Binders

DeSantiago Sandoval Pedigree Division

Sub Folders Within Each Surname

Baptism Folder

Consistent naming

Multi Page Documents

• Considered one document

Family Group Sheets

– Include date when naming files to be updated. – Delete obsolete files.

Now to File the Hard Copies of your

Documents• This method enables you to find any

document within two minutes.

DeSantiago Document Index

Apply Post-a-Note Numbers

• Modify Post-a-Notes

Document Numbers in Software

Document Number in Software

• Try entering your Document Number into different fields.

Finalize

File your documents in your Surname Binder

Include Alphabetical and Numerical listing of Document Index

The End

If you have questions.

kitty@cortezfamily.net