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Organization Techniques Kitty Chiono Cortez Nueva Galicia Genealogical Society March 6, 2010
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Overview Gather Documents Type up tags Scan Document Index Post-a-note Numbers Cross Reference in Software Binder
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Gather Documents Be consistent with your write ups –Same Elements –Same order
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Type up tags Again be consistent –Same elements –Same order
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Type up tags – continued Location, location, location
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Scan Documents Create Digital Folders Before Scanning Create Folders and Sub-Folders Don’t Limit Yourself to My Folder List
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Root Folders
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Surname Folders Be creative Unique Templates Indexes to Binders
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DeSantiago Sandoval Pedigree Division
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Sub Folders Within Each Surname
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Baptism Folder Consistent naming
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Multi Page Documents Considered one document
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Family Group Sheets –Include date when naming files to be updated. –Delete obsolete files.
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Now to File the Hard Copies of your Documents This method enables you to find any document within two minutes.
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DeSantiago Document Index
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Apply Post-a-Note Numbers Modify Post-a-Notes
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Document Numbers in Software
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Document Number in Software Try entering your Document Number into different fields.
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Finalize File your documents in your Surname Binder Include Alphabetical and Numerical listing of Document Index
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The End If you have questions. kitty@cortezfamily.net
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