How To Organize Your Personal Genealogy Research

Personal genealogy research can be an exhilarating journey, unearthing stories and connections that span generations. However, this pursuit can become overwhelming without proper organization, leading to confusion and missed opportunities.  

Whether you're a seasoned genealogist or just starting down this path, implementing effective organizational strategies is essential for maintaining clarity and maximizing your discoveries.  

Here's a guide to help you organize your genealogy research and streamline your processes to find success in your genealogy goals.  

Set SMART Genealogy Research Goals 

With the start of each new year, many of us think about and set new goals to accomplish, to live by, and to achieve. Now is the time to set these goals and better our family's lives. Each new day presents new opportunities to reach these goals, and if we fall short one day, we can always strive to do better the next. With the new year upon us, you have likely considered goals you would like to achieve, but have you considered including genealogy research-related goals you would like to work on? 

Begin by defining your objectives. Determine what you want to achieve with your research. Are you interested in building a comprehensive family tree, exploring specific branches, gathering documents to join a lineage society, or discovering details like immigration records or military service? Establishing SMART goals will guide your research and keep you focused.  

Learn how to set SMART genealogy goals to make this year a success. 

Gather and Assess Existing Genealogy Information 

Collect all the documents, photographs, letters, and oral histories you already have. Review and evaluate these materials to identify gaps or inconsistencies in your knowledge.  

Document everything you know about your family members, including names, dates, locations, and significant life events. You may be surprised at the wealth of knowledge you already have.  

As you begin to create your family tree, accuracy is important. Watch this video to learn how to build an accurate family tree:

If you need guidance about the genealogy research process, what records are essential, and how to start gathering information, click here to read more.  

Choose Genealogy Research Software or System 

Select a genealogy software or system that suits your needs. With so many online tools, such as Ancestry, MyHeritage, or FamilySearch, you can find the platform that meets your needs. 

These sites provide resources to build and manage your family tree, attach records, and organize your research findings. If you prefer non-digital methods, consider using binders, notebooks, or spreadsheets to track your data. 

We've even had clients organize their family tree using Excel spreadsheets. Watch here to learn more. 

Establish a Genealogy Filing System 

Develop a consistent and logical filing system for both physical and digital documents. Organize physical documents in labeled folders or binders categorized by family lines or record types.  

For digital files, create folders with clear naming conventions and subfolders for different family branches, document types, or research repositories. 

Genealogy Document Sources and Citations 

Accurately cite your sources for each piece of information you gather. Even if a family story has been passed down for generations, future generations will only have a way of validating the information with proper citations. 

Maintain a standardized method of citing documents, websites, interviews, and other sources you consult. This practice ensures credibility, aids in verifying information, and assists others who may review your research. 

When writing a genealogy report, citations are crucial. Learn how to cite your sources here correctly.  

Create a Genealogy Research Log 

Keep a detailed research log to track your investigations. Record the date, location, sources examined, findings, and any next steps. This log helps prevent duplication of efforts, highlights research gaps, and lets you pick up where you left off during future sessions. 

Nothing is more frustrating than taking a break from research and returning to the project later without a research log. You end up wasting valuable time remembering what you have already done, but with a research log, you can quickly start again.  

Visit https://www.americanancestors.org/tools/research-templates for research templates you can download for free to help organize your research.  

Regularly Back Up Data 

Safeguard your research by regularly backing up your data. Whether you use cloud storage, external hard drives, or both, ensure that your research records remain protected in case of technological mishaps or data loss.  

Collaborate and Network With Other Genealogists 

Engage with fellow genealogists, local historical societies, or online forums to share knowledge, seek advice, and collaborate on challenging research aspects. Networking with others in the field can offer fresh perspectives and access to resources that might accelerate your discoveries. 

Social media platforms can provide a community to share and ask questions about your research. Facebook can be beneficial with many genealogy groups you can join for free.  

Joining a genealogical or hereditary society can help expand your knowledge and grow your tree, and there is likely one near you.   

Review Personal Genealogy Research and Update Periodically 

Set aside time periodically to review and update your research. As new information becomes available, new census records are released, or your research goals change, revisiting your findings is a great idea. It can be refreshing to find records that were unavailable even a few years ago.  

Don't give up on those brick walls. Sometimes, you need a bit more time for records to appear.   

Organizing Your Personal Genealogy Research Is Worth It!

Embarking on a genealogy journey is an enriching endeavor that will challenge you and bring significant meaning and joy to your life. By implementing effective organizational strategies, you can navigate the maze of historical records and personal narratives with clarity and purpose.  

Stay methodical, document diligently, and enjoy the thrill of uncovering your family's unique story, one generation at a time. 

Remember, organizing your genealogy research is a personalized process. Tailor these strategies to fit your preferences and needs, allowing you to create a system that supports your research style.  

Need assistance with your family history? Request a quote here, and you'll be connected with our client solutions team.