Saturday, July 25, 2020

Genealogy Record Keeping - Part 1

Or how do I keep track for what data I have.

This topic is so huge and complex, I'm not sure I can even address it all.  With the wealth of online data available I can sometime download 5 or more data items in a session. Now what to do with the data?

I know, I know. Keep a research log. Enter the data into a spreadsheet or some other software tool. But what and how.

Searching the world of information - which is there is too much of - there is a way of collecting, analyzing and storing data for every person who posts - no two are the same.  After spending weeks and months reading about and testing different methods, I created my own way of doing things. 

It works for me, so it is right.

So where to start - I decided to focus on my filing system first.

Over the years I've collected a large number of hard copy documents, original documents like birth and death certificates, and soft copy records from a wide variety of sources. And I also found myself collecting the same data over and over again.

Yes my wife calls me a disorganized person, but really I'm not... well yes I am.

My in development approach to cataloging the data.
  • Setup a external hard drive for data storage
    • I'm currently using a USB 1TB drive
      • Why - because that is what I had sitting on the desk unused
      • Assigned it a drive letter R: so no matter what computer I plug it into it has the same drive letter
        • This way when I set up file locations in applications I can always use R: regardless of what computer I use
      • Note - the application software is loaded to the default C: drive locations and is not on the backup
    • This drive is backed up to:
      •  Network attached storage (NAS) device (Synology 218J with 2 - 4TB WD Red HDs) - which acts as my cloud
      • Scan Disk 32GB USB drive (for quick getaways)
      • Future - possible online cloud
  • Collect the data and store it to a folder called '1 New Data to Catalog'
  • Once analyzed as relevant move to data file and name it
    • Data not useful will be stored in a separate location
  • Use a standard file structure and naming system for the files
  • Enter relevant data into Clooz
    • Add to research log
  • If confidence is high enter the person into Family Tree Maker

Software Used

Current software in use as of Jul 2020 that I am using or testing are:

  • Family Tree Maker – images / PDFs should be embedded in software
  • Clooz
  • Evidentia - testing
  •  Zotero - testing

How is each application used / results of testing

  • FTM is used to build the family tree
  • Clooz is used to document the records collected
  • Evidentia is used to prove the evidence – least useful so far of the programs for what I want to do
  • Zotero
    • Is a note taking system with ability to generate source citations
    • Using for one name studies
    • Great for a research project which generates a final paper
    • Use to collect notes while at research location
    • Saves data to cloud for access by multiple systems

R: Drive - Radloff Genealogy File Structure:

  • 1 New Data to Catalog
  • 2 Genealogy Data
  • 3 Data with Unknown Relevancy
  •  Clooz Databases
  • Evidentia Databases
  • FTM Databases
  • Photos
  • Reference Material without names
  • One Person Studies
    • Radloff, Louis USMC
    • Radlof, Louis USA
    • Radloff, Clarence USA
  • Manuals
  • Zotero Databases
  • ZZ Licenses and downloaded application files

Next blog... file naming system and indexing