Regular readers of this blog know that I prefer organizing my genealogy files digitally. I almost never print anything I find online and things that come to me on paper get scanned and organized on my hard drive.

Today, I wanted to simply share the top reasons for my preference for digital organizing of genealogy records:

1. It’s more portable. I love that my research is with me wherever I go. I use Reunion genealogy software on my Mac and attach my source documents to each source record. The data is stored in Dropbox and easily accessible on my phone through the ReunionTouch app.
2. It’s easier on my eyes. Early on, I would print census records on 8.5″ x 11″ paper and have to use a magnifying glass to read them. My eyes aren’t getting any younger and I really appreciate that I can just zoom in on documents in Preview, the app I use to read pdfs and jpgs.
3. It takes less effort to file digitally. It is so much easier to rename a file, then drag it file to a folder on my computer than it it so open a file cabinet drawer and locate and open a folder and file (or open a binder to the right place and insert a piece of paper).
4. It creates less clutter. I don’t have a pile of genealogy papers waiting to be filed. I don’t have unruly paper files or binders. I just have a nice neat hard drive. (True confession: I do, sometimes, I have a tidy digital backlog of files waiting to be processed into my software.)
5. It’s less expensive. Since I’m not printing documents I find online, I save money on paper and toner. And I may save a tree or two while I’m at it.

I could go on; there are more than five reasons I love digital organization for my genealogy research! An important note: since I know that hard drives can fail, I backup my genealogy files in three places (Dropbox, an external hard drive and in the cloud via Backblaze.) A good back-up routine is critical.

If you’re interested in making the switch, check out my blog post Getting started going digital. And if you’d like a deep dive into exactly how I organize my research digitally, you can my purchase my Orderly Roots guide, How I Do It: A Professional Organizer’s Genealogy Workflow.

If you’ve been pondering transitioning to digital organization of your genealogy records, you may be stymied about how to get started. It can feel overwhelming and perfectionism might be paralyzing you.

If you’ve been reading this blog for awhile, you know that I’m almost completely paperless in my genealogy research. I started out printing and filing everything but transitioned over a few years to digital. I didn’t make a decision to go paperless on a certain date. Rather, once I had a trustworthy digital folder structure and file-naming protocol in place, I didn’t feel like I needed to print anything out. I’m lucky, in a way. I came to this after just a couple of years of serious research. So I didn’t have a huge backlog to contend with.

I get a good number of questions from folks who have been researching for years and have a whole of lot paper to show for it. They want to go digital but don’t know where to start digitizing their research. If that’s something you think about, here’s a post designed to help you get started.

Here’s what I recommend as the first steps to organizing your genealogy research digitally.

1. Create a folder structure and a file-naming protocol. This is critical so you easily find your documents. I describe my folder structure and file-naming protocol in step six of this blog post.
2. From this point forward, stop printing and start downloading documents you find online, using your new folder structure and file-naming protocol. If you start now, you’ll familiarize yourself with your the new file system and you won’t add to your backlog of documents to be scanned and filed.
3. Start scanning, renaming and filing your paper documents. What I did was go through my paper file folders, which were organized by couple, one by one, evaluating each piece of paper and scanning documents any that I didn’t already have in electronic form. I blogged about it in a post called Marrying my electronic and paper files. This may sound tedious, but I urge you to think about this as an opportunity to check your research. Looking at each paper, you may come across evidence that you overlooked when you first filed those papers. Here’s the good news: you don’t have to take a vacation to get it done. You can do it little by little, person by person or couple by couple (depending on how your paper documents are organized).
4. Recycle or shred paper after you scan it. I see no reason to hang onto the paper files you have scanned, unless they have some historical value. For example, after I carefully scanned it, I kept the epic handwritten letter my grandfather wrote my grandmother before they married.
5. If you find yourself pulling a paper document out of your files to help you in your current research, go ahead and scan and file it electronically. Then toss the paper.
6. It should go without saying, but I’ll say it anyway. If you’re organizing your genealogy research digitally it’s imperative that you have a routine in place for backing up your hard drive. (Look no further than my recent experience of my backup saving my bacon when my computer died without warning.) It’s a good idea to have more than one back up.

This process reminds me of that age-old question: “How do you eat an elephant?” One bite at a time. Once you get your folder structure and file-naming protocol set up, you just take it paper by paper. Acknowledge that it will take awhile. Recognize the value of going through your old papers. And keep your eye on the prize: An easily accessible, readable and sharable archive of your genealogy records.

For detailed information on the digital organizing system I created for my research, check out my 2021 Orderly Roots Guide, How I Do It: A Professional Organizer’s Genealogy Workflow. The downloadable pdf is 37 pages and available for $19.99.

Photo by Tom Woodward via Flickr. Used under Creative Commons License.