Organizing Your Genealogical Files

Key points and insights

Genealogical research often produces an overwhelming volume of paper and digital material, making organization an essential skill for every researcher. In this engaging webinar, Drew Smith of Genealogy Guys Learn walks viewers through best practices for structuring, storing, and preserving both physical and electronic records. By building a personal system that is simple, flexible, and sustainable, genealogists can save valuable time, avoid costly duplication, and reduce stress—ultimately creating an environment where research thrives.

Key Takeaways:

• The importance of organization: A clear system prevents accidental loss, cuts down on unnecessary expenses, and fosters collaboration with relatives or fellow researchers. An organized researcher not only works more efficiently but also becomes a more reliable partner in shared genealogical projects.

• Practical methods for paper and digital files: From color-coded binders and surname-based folders to chronological document arrangement, the webinar provides concrete strategies for structuring collections. Special attention is given to managing duplicate names, splitting oversized binders, and ensuring that copies of shared documents are placed in each relevant individual’s file.

• Preservation and digital security: Smith emphasizes scanning important originals, storing them in archival-safe materials, and maintaining backups through services like Dropbox and Backblaze. These practices safeguard valuable records against environmental damage, accidents, or technological failure while ensuring access across devices.

This webinar is a valuable resource for genealogists seeking to bring order to their collections and gain clarity in their research process. To fully benefit from the strategies and examples discussed, consider watching the complete session. The additional syllabus resources provide extended guidance, recommended tools, and further reading to help you refine your personal system and keep your family history safe for future generations.