Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 32: Organize Your Genealogy Files, Part 1
Hard drive organization is one of the great challenges that quickly faces new genealogists—and often continues to plague experienced researchers. In today’s episode I’m going to share a system I’ve developed for organizing your computer hard drive files so that you can quickly and easily locate any document. I’ve been using this system for almost a decade and it’s never failed me. So set down your family tree, just for a little while, and put on your apron as we get ready to do some hard drive spring cleaning and organization!
Self-discipline and organization for the genealogist can be our greatest challenge. But it can lead to our greatest research victories!
Think about it. Your amazing research finds become pretty useless if you can’t locate it whenever you need it. And in fact, it has the potential to become a HUGE time and money waster because when you do need it again, you’re going to have to retrace your tracks, find it again at the original source, and pay whatever additional costs that requires.
So each time you’re tempted to toss that record in a pile on your desk or in some non-descript catch all folder on your computer’s hard drive because you’re in a hurry, just remember that in the long run it’s going to slow you WAY down when you want to retrieve it, and ultimately it’s going to dramatically hinder your overall research.
In these next few episodes I’m going to share the hard drive organization system I’ve created for use in Windows. My goal with this system is that I can locate the corresponding electronic file on my computer for any fact in my database in seconds.
Getting Started
At your computer open Windows Explorer. Now on most computers the C drive is the main drive that you store your files on. But if not just double click on the drive where you want to store your computer files.
Select the C drive by clicking on it and go up to the menu and select FILE – NEW FOLDER. In most versions of Windows, you can also just right click on the C drive and select NEW – FOLDER. You’ll see that the label for the folder will be highlighted so that you can name it – so just type GENEALOGY and press ENTER and you will now have a folder on your C drive called Genealogy. Everything’s going to go into this folder.
Overview of Computer Folders:
Setting up folders on your computer is a lot like setting up a filing system in your office. Think of the Genealogy Folder that we just created as a larger drawer in your desk. In that drawer you would put folders for all the major headings of work that you do. And each of these hanging files have a lot of folders in them with sub headings. And within each of these file folders you could even have more folders.
Well, your computer hard drive can be organized much the same way. And you can create all the folders you want.
There are general items having to do with your genealogy research such as:
Charts and files
Forms
History topics
Research trip materials
General timelines
Genealogy societies or organizations
and other things that don’t pertain to a particular family in your family tree.
But the folders I want to focus in on are the ones that do apply to your family lines. So we’re going to create a folder inside the Genealogy folder called SURNAMES RESEARCHING. How to Create the SURNAMES RESEARCHING Folder:
Click on the GENEALOGY folder to select it
Go to the Menu and click on FILE
Select NEW
Select FOLDER
Name the folder
In next week’s episode I’m going to focus on organizing my family tree which will take us into the heart of this system.
A new AncestryDNA opt-out option allows DNA test takers to not participate in DNA match lists: they do not receive matches or show up in others’ match lists. Your DNA Guide Diahan Southard weighs on in the implications for genealogy researchers who may worry about cousin matches they may miss.
New AncestryDNA Opt-Out Policy
Ancestry.com recently announced an update to their privacy policy. Current and future AncestryDNA users now have the option to opt out of the DNA matching feature.
When you take a DNA test, you receive two different kinds of results from the DNA sample that you submit to your testing company:
information about your ancestral origins and
a list of your DNA cousins.
Opting out of matching essentially cuts the value of this product in half. You only get the ancestral origin information, and you forfeit access to your list of genetic matches. Opting out doesn’t just mean you can’t see them: it means that they can’t see you either.
AncestryDNA joins 23andMe in providing this option to their clients. You can look at this move as Ancestry’s response to an ever-expanding global audience, many of whom are not genealogists or are reluctant to have their DNA compared to others for a variety of reasons. It is important for them as a company to provide options for their clients to experience their product in a way that works best for them.
What the AncestryDNA Opt-Out Policy May Mean for You
What does this new opt-out option mean for genealogists? Hopefully, not much will change. Ancestry reports that overwhelmingly, people are opting in.
There has been quite a bit of push-back to this announcement, especially from the adoption community. DNA testing has been a tremendous source of information for those seeking out their biological relatives, and many fear that this change will limit access to quality DNA matches. But we will all still be able to do good genetic genealogy work, even as we are each allowed to choose whether to participate in the matching feature. To understand this better, it is important to see this issue from the other side, from the side of a person who might want to opt out. Here are two possible scenarios:
Scenario #1: Susan would really like to explore her heritage. She hasn’t tested before because she didn’t want to see cousin matches for a variety of personal reasons. But now she does test and opts-out. The community hasn’t lost anything because Susan would never have tested in the first place. But after exploring her ethnicity results and noticing membership in a couple of Genetic Communities, she begins to wonder more about her ancestors and decides to opt-in to matching, after all. In this scenario, the Opt-Out policy offers users a way to comfortably give DNA testing a try.
Scenario #2: Ryan heard about AncestryDNA while watching TV last year and ordered a kit. But then last week he heard about the ability to opt out, and went in and changed his account settings. So one day you could see Ryan on your match list, and the next you didn’t. We as a community would certainly see that as a loss. However, consider the circumstances that might have caused Ryan to hit that opt-out button. Perhaps Ryan had no idea how to use the match list, no interest in using it, and found it a bother to get correspondence from people. Perhaps Ryan found something unexpected, like that he wasn’t his father’s child, and he needed some time to deal with it. Maybe Ryan is under pressure from his sister, who didn’t want him to test in the first place (perhaps she knows something he doesn’t about their family tree, or she’s afraid of how any results and revelations might impact her). The short of it is: It doesn’t matter why Ryan opted out, it is his personal right to do so. Just as an adoptee has the right to seek out their heritage, others have the right to keep their family secrets to themselves. This scenario does support the idea that you should review your DNA matches frequently and record information about them in your own master match list, which I talk about in my quick reference guides, Organizing Your DNA Matches and Breaking Down Brick Walls with DNA. By promptly recording matching results, you will have them to work with even if the tester decides later on down the road to opt out.
As a genealogy community, we can educate others about the value of the match list, while at the same time cautioning them that unexpected connections may appear. So in everyday conversations, share your own experiences—whatever these may be. Maybe it was affirming for you to see that the dad you grew up knowing is indeed your biological father. Perhaps you can share a story about the power of using a list of fourth cousins to discover information about your third-great-grandfather. Maybe you’ve discovered a new connection—and maybe that connection isn’t yet comfortable or fully explained, but you’re glad to know about it.
Learn More about AncestryDNA Testing
Get the most out of your AncestryDNA testing experience with my quick reference guides! I recommend:
A Guide to AncestryDNAHow to find your best DNA matches, interpret ethnicity results, link your tree, understand relationship ranges and DNA Circles, and work with Shaky Leaf hints.
Autosomal DNA for the Genealogist.What autosomal test can tell you, who can be tested, how to interpret your ethnicity results, and more.
Organizing Your DNA Matches.How to keep track of your matches and apply what you learn from them to your family history.
Breaking Down Brick Walls with DNA.What to do next to maximize the power of DNA testing in genealogy. Take your DNA testing experience to the next level and make new discoveries about your ancestors and heritage!
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
Map of Hollywood, 1928. Online at David Rumsey Historical Map Collection. Click on the map for full citation information.
Pictorial maps are both fun and useful for finding our family history. These use illustrations in addition to regular cartographic images to communicate their messages.
For example, this 1928 map of Hollywood, California, inserts faces of the famous and illustrations of local attractions. But maps like those don’t just exist for popular tourist destinations. And now there are even more pictorial maps online and FREE to use at the David Rumsey Map Collection.
According to a press release, “Over 2,000 pictorial maps and related images have been added…in the form of separate maps, pocket maps, case maps, atlases, manuscript maps, and wall maps.” These include “certain panoramic and birds-eye maps, diagrammatic maps, and timelines.” Pictorial maps were especially popular during the 1920s-1940s, but David Rumsey includes many from the 19th century and before. The collection continues to grow; check back often to look for the maps you want most.
Did you know that I teach an entire video class on using historical maps in genealogy research? I’ve put a free excerpt on the Genealogy Gems YouTube Channel: Using Sanborn Fire Maps for Genealogy and Family History. Watch it below! Genealogy Gems Premium members can watch the full class, which goes in-depth on four MORE types of helpful historical maps, and download the companion handout! (Click here to learn more about Premium membership.)
We are excited to announce the newest featured book in the Genealogy Gems Book Club: The Lost Ancestorby Nathan Dylan Goodwin.
This is the most recent book in the genealogical crime mystery series by the British author. It’s classic genre fiction, so much fun to curl up and get lost in! The hero, Morton Farrier, is a forensic genealogist who occasionally takes on a job that leads him into dark and dangerous corners of the past and the present.
In this book, Morton is hired to find out what happened to his client’s great-aunt Mary, who disappeared without a trace a century ago while working as a maid at a grand English estate. We follow Morton to his favorite research haunts, envy his research budget (vital records by express mail!) and wince at the lumps and risks he takes as he uncovers the truth. It’s so fun to read, that when I finished I immediately read the other titles in the series (Hiding the Past (The Forensic Genealogist) (Volume 1)and the novella The Orange Lilies: A Morton Farrier novella ).
Hear a little more about this book in the free Genealogy Gems podcast episode 178.Next month, Lisa and I will talk about some of our favorite parts of the book. In June, the author will join us on the podcast for an exclusive interview. So start reading and stay tuned!
Do you love to read? Do you enjoy family history? Then you should definitely be enjoying our free, no-fuss, no-commitment Genealogy Gems Book Club. We feature our favorite novels and non-fiction titles that we would recommend to anyone who enjoys reading about history and family identity, relationships and history. Click here to see titles we’ve featured in the past and hear our interviews with the authors.
When Lisa and I were young we read the “Little House” series of children’s books about growing up on the western U.S. frontier. These books continue to shape the way Lisa and I imagine our ancestors’ lives during that era. Well, the “grown-up” version of the Little House series has finally been published!
Pioneer Girl: The Annotated Autobiography of Laura Ingalls Wilder, edited by Pamela Smith Hill, is our newest Genealogy Gems Book Club. It’s the never-before-published autobiography Laura wrote in the 1930s. The stories and memories she shares in it are the basis for her popular Little House children’s series.
Across the cover of a dime store paper tablet, Laura scrawled “Pioneer Girl.” Then she filled it with detailed recollections of family, and neighbors, wagon trains and homesteads. In other words, memories of pioneering in an American West that was fading away. Her stories will intrigue–and sometimes stun–any Laura Ingalls Wilder fan.
In the Book Club announcement in Genealogy Gems Podcast Episode 181, I asked Lisa what makes this book a standout and a prime candidate for genealogists. Her answer? “The immaculate research that went into it. The stunning example it sets for source citations, which consume large portions of most of the pages. And the often never seen before photos sprinkled throughout that bring the people and times to life visually for the reader.”
Look for more on Pioneer Girl in the coming two months on the Genealogy Gems podcast and website. In September, Genealogy Gems Premium members will get to enjoy Lisa’s full interview with editor Pamela Smith Hill. We’ll play an excerpt on the free Genealogy Gems podcast.
Want to see more great titles we’ve recommended? Click here to access the Genealogy Gems Book Club, with best-selling titles: fiction, memoir, history and family histories. OR click here to see our growing list of how-to genealogy titles we love and have featured on Genealogy Gems in the past.
Ancestry.com 
Did you know that I teach an entire video class on using historical maps in genealogy research? I’ve put a free excerpt on the 
