Organize Your Genealogy Research - May 2023

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Organize Your Genealogy Research

Getting your family history research organized is essential to keeping track of your ancestors and building a strong family tree. This online genealogy course will rescue you from unhelpful habits and get your workspace—virtual or physical—tidy again.

Is your genealogy research scattered about in haphazard piles and various digital files? Feel like it's going in several different directions? Family historians often end up with an embarrassment of riches: too much information in too many places. Don't let your genealogy research overwhelm you; get the key to managing your genealogy with the organization tips and techniques in this 4-week course. Once you've restored order, you'll discover the benefits that managing your genealogy research can bring, from re-discovering lost documents and search results to new clues to follow. This course will rescue you from unhelpful habits and get your work space—virtual or physical—ready for research success.

In this course, you’ll learn:

  • How to keep track the records you have
  • Strategies for organizing papers and photocopies
  • Methods for managing your digital genealogy materials
  • How to manage growth and keep your organizational strategy going
  • Solutions for organizing in 5, 10 and 30 minute increments

DATE:  May 1, 2023 - May 28, 2023

Course Outline

Lesson 1: Goals and Methods

  1. Setting goals
  2. Assessing your collection
  3. Organization: Methods
  4. Organization: Supplies
  5. Keys to Success
  6. Skill-Building Exercises

Lesson 2: Organizing Your Papers

  1. Archival storage
  2. How to organize paper stacks
  3. File folders
  4. Three-ring binders
  5. Going paperless?
  6. Keys to Success
  7. Skill-Building Exercises

Lesson 3: Organizing Your Digital Files

  1. How to organize digital files
  2. What to do with digital downloads
  3. Scanning paper files
  4. Scanning apps
  5. Organizing browser bookmarks
  6. How to manage online note-taking
  7. Organizing photos
  8. Digital Hoarding
  9. Keys to Success
  10. Skill-Building Exercises

Lesson 4: Keeping Track of Your Genealogy

  1. Using genealogy software as an organizing tool
  2. Research Logs
  3. Organizing for non-Research Activities
  4. What’s next?
About the Instructor:

Gena Philabert-Ortega holds a Master’s degree in Interdisciplinary Studies and a Master’s degree in Religion. Presenting on various subjects involving genealogy, women’s studies and social history, Gena has spoken to groups throughout the United States and virtually to audiences worldwide. Gena is the author of hundreds of articles published in genealogy newsletters and magazines and of several books, including From the Family Kitchen (F + W Media, 2012)..

How do Family Tree University workshops work?

Take the course at your own pace! 

From the course start date, you’ll be able to log in to view and access your lessons and start interacting on the discussion boards. Your instructor will check in regularly to answer all of the questions and provide feedback. You will have access to your courses anytime, anywhere, with a computer, tablet or smartphone, and can study when it's most convenient for you.

After the course end date, the course will become read-only for one year. You will continue to have access through your dashboard to the materials, but the discussion boards will be closed. The materials are yours to keep. You can download them onto your desktop to access online or offline.


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