Tuesday’s Tip: Organizing Digital Research Notes, Emails, and Reports

The last two Tuesdays, I wrote tips on how to organize your digital files (i.e. genealogy documents) and digital photos. The next task is to tackle all those miscellaneous files, you know the copies of emails from distant relatives and other researchers, the notes or logs you’ve kept (either in a digital document or those written notes you’ve scanned), and reports such as ahnentafels or timelines. As you can see in the image below, I have five such folders for my CROTHERS surname which are named “Crothers Genealogy,” “Crothers Genealogy 2004,” etc. It’s definitely not an efficient system:

Looking inside one of these folders gives a view of files named just as randomly:

The file titles give me a small idea of what each is about, but I don’t know which are emails, which are reports, and which are research notes. I also don’t know–if they are emails–who the authors are. And I don’t have a clue when they were written, unless I use the Details view:

Still, these file names are lacking what I need to really analyze them at a glance. I have decided to name emails in the following format: Date; “Email from [first and last name of author]“; and Topic. For the topic, I look inside the email and pinpoint exactly which individual or family group this message is really focused on, and then use it. I also use the “SURNAME first name MAIDEN NAME” format in the topic to be consistent with my Document files. In the list above, you can see that I have a file named “Jane Sweers” and another one named “Jane Sweers & Willard Crothers”. They become:

2003 01 28 - Email from Ruby Foust - CROTHERS Willard marriage to SWEERS Jane FORD

2003 01 29 - Email from Ruby Foust - CROTHERS Willard and SWEERS Jane FORD family information

I noticed when I attempted to rename a couple of files, I got a message asking me if I wanted to change the name of the Read-only file. In some cases, it wouldn’t let me change the name, because it was a Read-only file. So I right-clicked on the file and under the General tab, unchecked the Read-only box.

I used the following formats for research notes, and reports:

2003 08 07 - Research Notes - War of 1812 Muster Rolls - CROTHERS John in New York and Pennsylvania

2005 09 15 - Ahnentafel Report - Ancestors of SWEERS Rhoda YORK

Now that I’ve cleaned up all those files and folders, I made a new folder named CROTHERS Research. Here’s what it now looks like inside:

I can easily see at a glance which Crothers family members I have information on and what type of information it is. I can find my reports and research notes. It’s easy to find all the emails from one researcher. And everything is in date order.

My Genealogy folder is looking a little neater, too. Now there are only three CROTHERS folders: one for documents, one for photos, and one for all other research files:

I hope this gives you some ideas on how you can organize, manage, and analyze those odds and ends of digital genealogy files and folders. This system is very adaptable and easy to personalize. Happy Organizing!