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At the start of a new year, everyone is making resolutions. One of the most common resolutions in the genealogy community is to finally get organized. While we may begin energetic, excited, and with the best intentions, things don’t always continue that way. Before long, you’re overwhelmed, bored, and frustrated with trying to get organized. Then the piles return, you can’t find that birth certificate of Great Aunt Martha, and you feel like pulling your hair out or hitting your head against a wall.

In order to avoid this unpleasant situation, here are 5 organization mistakes to avoid:
  1. One size does not fit all. What works for one person may not work for you and what works for you may not work for someone else. You have to find a system that seems natural and makes sense to you. You might even need to tweak some systems to make them work for you.
  2. Look at the pros and cons of each organizational system you find. This one is very similar to #1. It is important to analyze the pros and cons of each system and pick the one that fits you best. Some things will matter more to you than it does to someone else. Some things will be deal breakers that aren’t to someone else. Pick the one that fits your needs and your organizational priorities.
  3. It takes time and work to stay organized. But the time that you put in will be small in comparison to the time that you save. Being organized means that you can find what you need to find when you need to find it. You’ll be more efficient and get more research done.
  4. Buy organizational supplies after you have assessed what you have and what your needs are. Too often people get all excited to get organized that they head straight toward the stores to buy supplies when they don’t even know what they need. Until you’ve assessed what your needs are and figured out a plan, you can’t go buying supplies.
  5. Reassess your needs every so often. Needs can change as your research progresses or as time passes. Therefore, every once in a while, you’ll need to assess whether or not your organizational system is still working.
Happy Organizing and Happy Researching!
Further reading:
  • De-Cluttering Your Genealogy Challenge Part 1, Part 2, Part 3, and Part 4
  • Organizing All Of Those Digital Pictures
  • Using Research Binders
  • The Organized Family Historian by Ann Carter Fleming. (I love this book because of the great ideas and tips. I love to adapt them to fit my needs and style)
  • 30 Seconds: A Guide to Organizing Your Genealogy Files by Robert R. Langdon.
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Elyse Doerflinger Elyse Doerflinger