Genealogists create lots of
digital files in the course of their research. Some are downloads, some are
scans of paper records in our research collections. But all of them
need consistent processing if future search results are going to be
useful.
1. Use
consistent naming conventions.
Here are some file-naming
conventions I use:
Baptism Records:
SurnameFirstNameBaptism.jpg
Birth Certificates:
SurnameFirstNameBirth.jpg
Christening Records:
SurnameFirstNameChristen.jpg
Death Certificates:
SurnameFirstNameDeath.jpg
Marriage Records: GroomSurnameBrideSurnameMarriage.jpg
Obituaries:
SurnameFirstNameObit.jpg
2. Use
the only the surname at the time the record or photograph was created.
Let’s follow an example for records on one person, Anna
Schumann Kirschstein Kahns, throughout her life:
SchumannAnnaBaptism.jpg – A baptism record file for Anna
Schumann
KirschsteinSchumannMarriage.jpg.– First marriage record
KahnsKirschsteinMarriage.jpg – Second marriage record
KahnsAnnaDeath.jpg – Death record
3. Match the surname on the digital file name to the name you use
in your family tree software.
I name all files consistently to match the main name for
that person in my family tree software. Then, within that person's profile on
the software, I note variant names and their sources. This works well for me,
allowing for records to be retrieved quickly and easily through consistent
naming, but still retaining the variants needed for continued research.
Because it's a fairly complex topic, my presentation on
organizing your research has a lot of detail that can seem too dense
just for one hour. So I've put together an e-book, Sassy Jane's Guide to
Organizing Your Genealogical Research Using Archival Principles.
Because professional archivists manage vast paper records as well as
digital files, their standards and practices are useful to consider
when organizing your research. The $10.50 e-book is a 40-page PDF file. It
covers in detail the following:
• Top Ten Organizing Ideas You Can Borrow from Archivists
• Controlled Vocabulary
• Organizing Digital Files on Your Hard Drive
• File-naming Conventions for Digital Files
• Metadata for Organizing Family Photographs
• Managing Paper Files
• Citing Records
• Scanning Tips
To order my e-book via auto download, click the button on the top right of this post.