If you consistently use a file-naming structure that includes a name, date and place, you can sort files alphabetically within a folder for easy retrieval. An even greater benefit to consistent file naming is that you can easily search for your files using your computer’s Search or Spotlight function. Mac users can learn more about the Spotlight tool in Mac Help on their computers or at
. PC users have Search and can learn how to use it to find items on their computer at
2. Fix flabby folders.
After you’ve purged unneeded files and renamed files so they’re easy to identify, shape up your folder system to keep things easy to find. When setting up your folder system, keep in mind that more isn’t necessarily better. More folders means more time spent searching because there are more places to look for your files. Keep your system as simple as possible.
Start by using the folders already set up on your hard drive: Documents, Movies, Music, Pictures. Just as you don’t store your DVD collection with your insurance policies, you shouldn’t store your digital media files with important documents. Keep photos, movies and music in separate folders for easier backups and searching.
Create subfolders within these master folders and you’ll have a structure that makes it easy to save files where they belong. In my Documents folder, I have folders for Home, Business, Volunteer, Genealogy, Blogs and Writing. Within these subfolders, I’ve set up more nested folders for particular projects.
Let’s focus on how to make nested folders within a Genealogy document folder. Genealogists work with people, places and dates. Each of these categories is a logical point for creating and naming a folder in which to store your files. Two popular methods for organizing your folders are:
- Surname folders: Within my Genealogy folder are individual folders for each surname I’m researching. If I have my computer set to arrange folders and files by name, the surname folders will be arranged alphabetically, making it even faster to find what I’m looking for. I put all files related to a surname in that surname’s folder.
If, within a surname folder, I have lots of documents related to a particular record group, such as probate or military, I create a subfolder for that record group. Above, you can see how this subfolder system works. In my Kinsel surname file, for example, are two subfolders—Kinsel Bible, which holds family Bible records, and Kinsel Notes. I can quickly scan the alphabetical list to find other files, such as censuses and vital records, without searching through various nested folders. Remember, fewer folders mean fewer places to look and fewer steps to properly file away a computer file
- Record group folders: Another way to organize your files is to create subfolders within your genealogy surname folder for major record groups. With this method, the Surname folder for each family contains subfolders labeled Vital Records, Military, Census, Probate, and so on. This has the advantage of keeping similar record types together, but requires the additional step of filing in the correct subfolder. You also must be consistent with where you place files that belong in a few different categories. For example, you’ll always need to remember whether you file obituaries under Newspapers or Vitals.
Genealogy Gems host Lisa Louise Cooke outlines organizing files with this record-groups-folder method in a video
You could have the best filing system in the world, but it won’t do you any good if you don’t maintain it. If you’re like me, when you’re in the middle of research, you don’t want to take the time to file all those new documents you’re creating. The good news is there’s a way to stay organized and leave all your filing to the end of your work session. Inside my Documents folder I created a folder called Inbox, and I placed a shortcut to this folder on my desktop and in my sidebar. (To make a shortcut, just select the folder you want the shortcut to go to and right-click, or look under the File menu and click Make Alias.) I place all my work on my current project in this Inbox. When I’m finished for the day, each file is moved from my Inbox folder into its proper subfolder.
No matter what subfolder method you use, keep your genealogy-related files in a Genealogy folder within your Documents folder. You can easily copy this folder to a USB flash drive and take all of your research with you, without worrying about missing a document. Be sure to copy or sync the data with your main computer when you get back home.
3. Clear your desktop.
It might seem handy to keep documents parked on your desktop, especially when you’re in the middle of a large project, but this habit can slow down your computer. Each file on the desktop is loaded into memory when your computer starts. Lots of large files stored on your desktop can cause a slow startup.
To keep your desktop clean and clutter-free, move files to your freshly organized folder system and create shortcuts to current projects. Unless you use an application frequently, don’t let its icon clutter up your desktop.
Also remember to regularly empty your trash or recycle bin. The delete function only moves files to the trash; the trash has to be emptied for the file to be permanently deleted. To empty your recycle bin on a PC, right-click the recycle bin icon and select Empty Recycle Bin. To empty your trash on a Mac, select Finder in your menu bar, then select Empty Trash. Stay on top of this task by emptying your trash once a month after you’ve backed up your files.
4. Create a backup plan.
You may think you have your files backed up because you have multiple copies of them on your computer. But the truth is it doesn’t matter how many copies you have if they’re all stored on the same device. If something happens to that device, all of your copies will be lost.
To truly back up your files, you need to store copies on at least two separate devices. What those devices are depends on your needs, time and budget. Here are some options:
- External storage devices: This category includes media cards (the same type that go in your digital camera), USB flash drives, external hard drives and recordable DVDs.
Computer storage prices have dropped dramatically; external hard drives costing under $100 will hold 2 or more terabytes (TB) of data, which translates to tens of thousands of photos or songs. When shopping for an external hard drive, look for the highest transfer speed suitable for your computer and look for the correct cable connection.
Mac users have an option called Time Capsule that works with Apple Time Machine software to automatically backup data to an external hard drive. PC users can configure a similar setup with an external hard drive and software.
For portability, consider using a USB flash drive as a secondary backup device. Newer computers offer USB ports, and many also have an SSD card slot for a CompactFlash or SmartMedia card. Note that media cards work well in a pinch, but overall aren’t as economical as the USB flash drive. See the chart below for a comparison of portable drive options.
If you like to archive photos on DVDs or CDs, you’ll need special software that burns the files to the disc for this kind of storage. As technology changes, though, be sure to migrate your files to current media. Just as recordable CDs replaced floppy disks, USB flash drives are replacing CDs and DVDs. Today, computers produced without CD or DVD drives are increasingly common, and you want to be able to retrieve your files years down the road.
- Cloud Storage: Online storage, sometimes referred to as “cloud” storage, has become popular. With this type of backup system, you upload or copy your files to a site where the data is stored on that company’s servers. You then access the data over the internet. Although you still view the information on your computer, it’s stored remotely on a different computer.
Some of the most popular services include Dropbox
and Apple’s new iCloud
. See more details on these services in the November 2011 Family Tree Magazine
After you decide where you’ll store your backup files, decide which files you’ll back up. It’s not practical or necessary to back up every item on your computer. Some data, such as software applications, can be reinstalled after a crash or when you get a new computer. Instead, your backup efforts should focus on irreplaceable files: photos, videos, documents and databases. Identify the files that are most important to you and be sure you use a storage method large enough to accommodate them. If you set up a good folder system, it should be easy to find what you want to back up.
The final step to your backup plan is deciding how often to back up your files. You want to protect all your data, whether you created it last year, last month or within the last hour. Consider adapting the following plan to suit your own needs and schedule:
- Monthly: Full data backup on the first day of the month to an external hard drive and to online storage.
- Weekly or after a major research session: Back up only your genealogy database to an external hard drive and to online storage. This protects your work between regularly scheduled major backups.
5. Customize your computer.
Be more efficient on your computer by customizing it to meet your needs. Here are few options that can be real timesavers (flip to the next page for more tools that’ll speed up your research):
- Password manager: Nothing is more frustrating than forgetting your username or password for an online account. Though it’s tempting to create a master list on or near your computer, this can be dangerous. If your laptop were lost or your home computer stolen, the person who ends up with your computer will have access to all your accounts.
Fortunately, there’s a safe and easy way to keep track of all your online account information. I use a browser tool called LastPass Password Manager
on both my PC and my Mac to keep track of usernames, passwords, and autofill forms. It also automatically logs me in when I visit a new site. Information is encrypted and maintained on the LastPass servers, which means I can access my online genealogy services anytime and anywhere without worrying about remembering my user name or password.
Other popular password managers that keep your passwords secure only on your computer include Roboform
for Windows and Mac, 1Password
for Mac, and KeePass
open source cross-platform.
- Web clipper: Instead of bookmarking, downloading, or cutting information you find on the web and pasting it into a Word document, keep the information online (and off your hard drive) by saving it with browser extensions. I use the Evernote web clipper to copy material to my Evernote account. I add a few quick tags and save it for later. The best part about this service is that all my clippings live in the cloud and are searchable from any internet-connected device.
- Bookmarker: Bookmarks are great, but they live only on your computer. What if you want to use a favorite site while working remotely? You can keep your bookmarks in an online account through Diigo or XMarks. These accounts let you access your bookmark collection on any computer, and easily share them.
Make time for regular computer workout sessions and you’ll be soon be more productive with your lean mean research machine.
Back It Up
Use this chart to decide which option you should use when backing up your data: