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From: Doug & Audrey Andrus <andrusae@cougarnet.byu.edu>
Subject: 3 or 4 ways to organize & file
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3 or 4 Plans for Organization;

Jimmy Parker (Manager of FHL) 
	He does not use notebooks - just files;
   Notekeeping;
1. Use a consistent size of paper - prob 8 1/2 x 11
2. Extract all info. about surname you are looking for in source you are
looking at - exception might be common name like Jones
3. Record ALL info. about the source
4. Record info. about sources with negative results
5. Simplicity & Consistency - on extract pages, record source at certain
place on page on each extract.
  Filing:
1. Fit's the localities you are working in
2. Serve's you - not you serve the system
3. Be able to find anything in less than a minute
4. File alphabetically - by surname
5. For Each Surname have the following files;
a. correspondence
b. research file(s)
   1. surname approach
   2. locality approach - broken down in as small of areas as needed; state,
county, city etc.
c. compiled forms
d. ancestral - direct line - keeps more info.
   histories
   original doc's
   Family Group Records
   Photographs
At the beginning of each file keep a correspondence log or research log - as
an index to the file - also used as a worksheet for future work.    
                **********

William Dollarhide - summary by Myra Gormley - 1992 Prodigy
    Use 3 ring binders for each surname, subdivide the sheets by place (or
origin) of the record. 
Separate your working notes from archival materials (photos, documents,
certificates). - File in safe place
1. Control the sheet size - 8 1/2 x 11
2. Separate surname sheets by place of origin
3. give every sheet a page number, "Johnson/OH/24" or "Vanderpool/NC/Ashe
County/137"
	Dollarhides's Manual - Managing a Genealogical Project - available from
Genealogical Publishing Co., 1001 N. Calvert ST., Baltimore, MD 21202,
$17.95 (1992 info.)	
	includes tips on retrieving notes, compiling fgs's, gen numbering systems,
using computer to create databases & doc. files. 
                *********

Karen Clifford, A.G. - spoke on Organizing A Genealogical Project Using PAF
2.31 at the 1996 BYU Seminar. Her address is 23040 Guidotti drive, Salinas,
California 93908. She has written several how- to textbooks. 
		She recommends using Notebooks - or possibly file's. 
  	Original documents - preserve in archival protectors in vertical files -
make copies of originals for data input if not with other records.
	Use standard size paper - reduce or enlarge
	Record all facts & clues with each individual (in PAF notes) - complete
citation - Use "ACTION" or "TO DO" etc. 

Print out pedigrees and Family Group Records (FGR)
	File doc. originals in protective sleeves and copies behind Family Group
Records
		record lightly in pencil on each document the MRIN # 
	Info which involves many families of the same surname - file in back of
last volume after FGR's. - label by                         surname
	Info involving several surname's but one county or state - file in back by
state, county etc.
	
Use clear tabs for MRIN numbers
Use colored tabs for surname & locality lists
Place Pedigree Chart in front as table of contents
Place alpha lists in front (PAF MRIN alpha sorted lists)
Use the MRIN #'s to find anyone in your notebooks
                ********
My (Audrey Andrus's)  system currently: - mostly patterned after Jimmy
Parker's method - 
Files and Notebooks (some families - used for class assignments - but need
to get these into one or other - not both)
Surname
	Document File
	Correspondence File
	Compiled Forms File
	Research File
		Research logs by place - Country, State, and also county  in my situation
and often one log for each type of record for each locality; Morgan Co.Court
records, Morgan Co. Census records, Morgan Co. Vital & Cemetery Records,
Morgan Co. Land & Tax Records, Morgan Co. History/Biography. 
	Documents, Extracts, copies. etc. filed after all the research logs. They
each have a number which is cross referenced to the research log(s); e.g..
Berry OHMorg 0025. 0001-0003 might be referenced on the census log,
0004-0010 might be Vital & Cemetery, 0011-0025 might be on Court etc. I
write the ref #, film, book etc. on back of doc. or front of extracts.   
	If they are definitely ancestral then the original or best copy goes in the
surname doc file. 
	I maybe should be able to find any document etc. in less than a minute -
but I can't seem to  if I have a lot of documents  - I do enter a short
description of each doc. in PAF Research Data Filer .doc file - Print Out
the doc file and use it in front of the doc file as an index, though I often
just use RDF to locate a particular doc. and don't even look at the index.
My plan is to do that for correspondence file too and have started to, but
do use correspondence logs at least some of the time.  
                I also use RDF doc and dat files to help me sort research info. 
                I would like to incorporate Karen Clifford's methods for my
ancestral files but haven't done so yet. 

