And Promises to Keepâ€¦
By Carolyn L. Barkley
Are you one of the many genealogists who ushered in the New Year with resolutions to be more organized? How successful have you been in keeping your promise to clean up the piles of papers on the floor, and best of all, organize, label, and use those file folders?
I think I have made a similar resolution every year for many years. This year, now well into my second year of retirement, I am finally making progress and have even looked â€“ not touched yet, but looked â€“ at the piles of papers under the eaves, not just those on my office floor. Having spent several mornings this week weeding through more than a few piles of documents and previous research notes, I am feeling virtuous enough to share some tips for you as you also begin to fulfill your resolutions 2008.
1. Before you file the first piece of paper, develop a clear and easily understandable organizational scheme for your file folders. How you file them should be based on what best supports your research and your work methods. You might choose to file by surname, by generation, by geographical location, or by time period. In addition to labeling the hanging file folder, clear labeling of individual file folders within hanging files will allow you to make adjustments in your filing scheme as your retrieval needs increase or become more sophisticated.
2. Take time for some fun. Visit your local office supply store to see what types of folders and storage systems are available. While at the store invest in a good label maker to produce consistent, readable labels. If you do not need a filing cabinet, or do not have space for one, look for stackable containers that will accommodate your folders and that will fit under your desk or table, on book shelves, or in your closet
3. Set up your new file container and folders based on the organizational scheme you have chosen.
4. Pace yourself over several sessions. In order to keep from being discouraged, set yourself an attainable goal for each â€œcleanupâ€? session. Tackle one pile at a time and place each document in its appropriate folder. IMPORTANT: Handle each document ONCE. Do NOT separate the pile into separate piles and then even more separate files until you have no more floor space and canâ€™t reach the file container. To repeat – pick up the document ONCE. Place it in its appropriate file, adding new file folders and folder labels as necessary. Repeat until you have completed all of the piled up papers and the carpet/chair/desk/table you forgot you owned can be seen again
5. Once you are done, congratulate yourself on a job well done, admire the new sense of spaciousness. Treat yourself to chocolate. BUTâ€¦
6. Make a new resolution to prevent the dreaded piles from returning. This resolution will not be as difficult to accomplish as you might think if you employ one strategy in the future. As soon as possible after every research trip, write a research report â€œfor the file.â€? In the report, set out your research findings, analyze their impact on your project, and set new goals for any future research on this person or topic. Attach to the report all the documents that pertain to the research just completed and immediately file in the appropriate folder. Voila! No piles of stray documents on the floor, no lost documents. Instead you have an easily retrievable report that will provide you with all of the information what you need for future research.
I invite each of you to comment on these tips and to share your successes in keeping the dreaded document pile-ups from taking over your workspace.
To help you in your organization of documents and research project materials as well add to your knowledge of research methodologies, you may want to consider the following titles:
- Managing a Genealogical Project. Updated and Revised Edition William Dollarhide. (1999)
- Handybook for Genealogists. 11th ed. (2006)
- The Researcherâ€™s Guide to American Genealogy. 3rd ed. Val Greenwood. (2000,
- Professional Genealogy: A Manual for Researchers, Writers, Editors, Lecturers, and Librarians. Elizabeth Shown Mills. (2001, reprinted 2007)
- Evidence Explained: Citing History Sources from Artifacts to Cyberspace. Elizabeth Shown Mills. (2007)
- How to Climb Your Family Tree: Genealogy for Beginners. Harriet Stryker-Rodda.
(1977, 1992, reprinted 1997)