Lost in a sea of digital files, family photos, and paper records? Can’t find the records you know you have? Scanning photos and records more than once? This archives-based system helps you organize ALL of your genealogy research and records in just six folders. No need for color codes, numbering systems, or other complicated schemes with ideas from a professional genealogist and archivist.
In this informative and practical webinar hosted by Legacy Family Tree, professional archivist and genealogist Nancy Loe presents “The Six Folder Genealogy Organizing System.” Drawing from her decades of archival experience, Nancy delivers an accessible, flexible, and efficient strategy for managing the overwhelming volume of genealogical data—both digital and physical. With thousands of global attendees tuning in, this webinar offers a structured, archivist-approved approach to organizing records, reducing duplication, and improving research effectiveness. Whether you’re a beginner drowning in documents or a seasoned genealogist looking to refine your system, Nancy’s method provides a sustainable solution that puts your research back in your control.
The Six-Folder System Simplifies Everything
Nancy’s core strategy is to divide all genealogical materials into six main folders: Administrative, Family Trees, Photos, Primary Sources, Secondary Sources, and Surnames. Each folder contains intuitive subfolders that prioritize consistency and retrievability—eliminating the need for complex systems or excessive categorization.
Archivist Best Practices for File Naming and Data Entry
By applying principles like controlled vocabulary, consistent file naming (e.g., “RossGeorgeBirth.jpg”), and using names as they appeared at the time of the event, Nancy demonstrates how to ensure records are findable and meaningful. She also cautions against relying solely on online trees and encourages genealogists to “own their data” by keeping local copies of records and software-synced trees.
Linking, Backups, and Digital-Paper Integration
Nancy emphasizes uniting your digital and physical records through citation integration in family tree software, writing filenames on physical documents, and adopting a 3-2-1 backup strategy. With examples of real-world data loss, she makes a compelling case for redundancy, cloud storage, and sharing your tree with trusted relatives as part of a preservation plan.
To see Nancy’s complete method in action—including examples, naming conventions, and folder structures—view the full webinar replay available on FamilyTreeWebinars.com. Members can also access Nancy’s comprehensive syllabus and e-book, “Organized Like an Archivist,” filled with deeper insights and step-by-step guidance. New users can enjoy a discount using the code provided during the session.
For those serious about improving their research process, don’t miss the opportunity to explore the additional tools included in Nancy’s syllabus. These resources will not only help streamline your current workflow but also safeguard the legacy of your genealogical discoveries for future generations.
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Missed this although I registered. Have just watched it an was reassured about my understanding of the organisation of family history information. Also found all the tips, particularly be CONSISTENT very helpful.
Thanks.
thankyou for the clarification of save record to computer. All mine are mainly in ancestry but I have printed a lot. These I think now I should scan and save filed as you are showing
Should be a perquisite before even being to do genealogy. While I had implemented many of the types of folders and subfolders discussed in this webinar, those folders were what one would consider disorganized for the purpose of rapid recovery of information. Hours will be spent in reorganizing using the Six Folder System but the finished product will save hours down the road. GREAT WEBINAR!
I’m finally ready to set up a file system for my information. This presentation clicked. A long time ago I attended a seminar where the presenter emphasized that in order to be practical a system has to be able to be in one’s head. This one FINALLY is that type of system.
Excellent. Wish I had know about this type of organization before. I am going to watch her other presentations.
Nancy is a great presenter and her program was so helpful
Extensive and clear overview of a system that has proven its usefullness, and therefore a valuable source of inspiration and food for thought on how to set up or improve one’s own system. Many tips, tricks and recommendations to apply.
Feeling like I so wish I had attended this webinar 30 years ago–have so much work to redo my scattered research! Not so young so I hope I have the time to get it all done!–Great seminar.