Genealogy Workflow: Organizing Files & Research π
Discover my genealogy workflow, including workspace setup, filing system, and research tips to keep your genealogy organized and efficient.

Genealogy TV
47.4K views β’ Jul 23, 2021

About this video
Learn my genealogy workflow from how my computer is arranged, my filing system, keeping your genealogy files organized, and the proper genealogy research process. From top to bottom in one episode.
Episode 215
π Links to similar Items in this Video (Amazon Affiliate) https://amzn.to/3Q7qtw7
π Faux Old Book Binders
https://www.zazzle.com/s/old+books?dp=252418476255124334&sgsc=Old%3Abooks&q=Old%20books
π There is a HANDOUT for INFO ACCESS level Channel Members. Channel Members can find the handouts in the Community Tab on the YouTube channel. Look for the words HANDOUT in the blog posts.
π JOIN the CHANNEL MEMBERSHIP at the Information Access level to get the handout. https://www.youtube.com/GenealogyTV/join
π This HANDOUT can also be found here.
https://genealogytv.org/handouts/
π Subscribe to Genealogy TV on YouTube
https://www.youtube.com/channel/UCcvpi8XvOScBogIxmarmADw/Subscribe
OTHER VIDEOS
π΄ PLAYLIST of all these videos
https://youtube.com/playlist?list=PLiMXWjHlj5RSNs6SmuRyopOoPh0SUwZwG
π΄ Ancestry Member Connect
https://youtu.be/97qYWfCagCo
π΄ Trifecta Strategy
https://youtu.be/6fCVOXF15zs
π΄ Fan Club Research?
https://youtu.be/pXODnErWXFw
π΄ Ancestry DNA Grouping Cousin Matches
https://youtu.be/YOGarVcxLRQ
π΄ How to Download a Gedcom File from Ancestry.com (2020)
https://youtu.be/67bUCUBV4gs
π΄ How to Upload Your Family Tree to FamilySearch.org
https://youtu.be/sXyUvSqfy2w
π΄ Upload Your Family Tree to FindMyPast.com
https://youtu.be/QC9dqZotr38
π΄ How to Archive Your Family History Documents, Photos, & Artifacts
https://youtu.be/qWsL-ku5udo
π³ Subscription to Ancestry.com (affiliate) https://prf.hn/click/camref:1101l4aFW/creativeref:1011l28781
π° Subscription to Newspapers.com (affiliate)
https://www.anrdoezrs.net/click-9110145-11504323
ποΈ Genealogy TVβs Amazon Store full of Connieβs favorites. https://www.amazon.com/shop/genealogytv (Amazon Affiliate)
TIMING
0:00 Intro
0:24 What is GenealogyTV?
0:40 Handout Info
0:55 Setting Up Your Workspace
2:22 How to use split screens on Windows
3:08 How to set up multiple monitors
5:00 Configuring dual monitor setup for Windows 10
6:35 Your At-Home clean desk policy
7:21 Genealogy notebooks and scrapbooks
8:14 Your Primary Family Tree
9:13 How to upload your tree to another service with GEDCOM
9:26 Public vs Private Trees
10:11 Why make a Private & Unsearchable Tree on Ancestry?
11:21 How do I make my ancestry tree private?
12:00 Good Research Habits and the 200 Year Rule
13:25 How to organize digital files
17:28 The Research Process
17:53 Steps in Research Process
21:00 Research with a Purpose
21:33 Research Notes
22:37 Making a research log
23:56 Keep Research Notes
24:56 Reasonably Exhaustive Research
25:46 F.A.N. Club Strategy
26:17 Trifecta Strategy
28:28 DNA Cousin Matches
29:15 Ancestry Public Member Trees
30:45 Collaborate With Others with Member Connect
31:08 Handout & Conclusion
31:34 Outro
* * *
THREE WAYS to get the HANDOUTS!
1) Become a Channel Member at the Info Access level $9.99 per month. This gets you all the handouts. https://www.youtube.com/genealogytv/join. As a Channel Member, find the handouts by scrolling through the blog posts on the Communtiy tab at https://www.youtube.com/GenealogyTV/Community.
2) All handouts can be purchased individually ($5 - $10) at https://genealogytv.org/handouts/
3) Become a Patron with a monthly Happy Dance Subscription ($15/Month) or more and get early release of the videos and the handouts are emailed to you when they become available. https://www.patreon.com/GenealogyTV
β€οΈBECOME A GENEALOGY TV CHANNEL MEMBER and help support Genealogy TV. Click the link to learn about the Perks of Membership.
https://www.youtube.com/genealogytv/join
β€οΈ NEED HELP? Join the "Genealogy TV Insiders" coaching group or sign up for private coaching. For more info...
https://genealogytv.org/coaching-options/
β€οΈ TIP JAR - If you like what you see and wish to help support Genealogy TV or NC Ancestry, please consider becoming a Patreon member. Click link below to donate to help keep more videos coming. Thank you!
https://www.patreon.com/GenealogyTV
β Genealogy TV WEBSITE
https://genealogytv.org/
β Genealogy TV on FACEBOOK
https://www.facebook.com/Genealogytv/
β SIGN UP For GENEALOGY TV NEWSLETTER
https://mailchi.mp/a0862c6473aa/genealogytvnewsletter
#Genealogy #GenealogyTV #FamilyHistory
Music Credits for Song on Word Tree Open
Circus Waltz Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
http://creativecommons.org/licenses/by/3.0/
Episode 215
π Links to similar Items in this Video (Amazon Affiliate) https://amzn.to/3Q7qtw7
π Faux Old Book Binders
https://www.zazzle.com/s/old+books?dp=252418476255124334&sgsc=Old%3Abooks&q=Old%20books
π There is a HANDOUT for INFO ACCESS level Channel Members. Channel Members can find the handouts in the Community Tab on the YouTube channel. Look for the words HANDOUT in the blog posts.
π JOIN the CHANNEL MEMBERSHIP at the Information Access level to get the handout. https://www.youtube.com/GenealogyTV/join
π This HANDOUT can also be found here.
https://genealogytv.org/handouts/
π Subscribe to Genealogy TV on YouTube
https://www.youtube.com/channel/UCcvpi8XvOScBogIxmarmADw/Subscribe
OTHER VIDEOS
π΄ PLAYLIST of all these videos
https://youtube.com/playlist?list=PLiMXWjHlj5RSNs6SmuRyopOoPh0SUwZwG
π΄ Ancestry Member Connect
https://youtu.be/97qYWfCagCo
π΄ Trifecta Strategy
https://youtu.be/6fCVOXF15zs
π΄ Fan Club Research?
https://youtu.be/pXODnErWXFw
π΄ Ancestry DNA Grouping Cousin Matches
https://youtu.be/YOGarVcxLRQ
π΄ How to Download a Gedcom File from Ancestry.com (2020)
https://youtu.be/67bUCUBV4gs
π΄ How to Upload Your Family Tree to FamilySearch.org
https://youtu.be/sXyUvSqfy2w
π΄ Upload Your Family Tree to FindMyPast.com
https://youtu.be/QC9dqZotr38
π΄ How to Archive Your Family History Documents, Photos, & Artifacts
https://youtu.be/qWsL-ku5udo
π³ Subscription to Ancestry.com (affiliate) https://prf.hn/click/camref:1101l4aFW/creativeref:1011l28781
π° Subscription to Newspapers.com (affiliate)
https://www.anrdoezrs.net/click-9110145-11504323
ποΈ Genealogy TVβs Amazon Store full of Connieβs favorites. https://www.amazon.com/shop/genealogytv (Amazon Affiliate)
TIMING
0:00 Intro
0:24 What is GenealogyTV?
0:40 Handout Info
0:55 Setting Up Your Workspace
2:22 How to use split screens on Windows
3:08 How to set up multiple monitors
5:00 Configuring dual monitor setup for Windows 10
6:35 Your At-Home clean desk policy
7:21 Genealogy notebooks and scrapbooks
8:14 Your Primary Family Tree
9:13 How to upload your tree to another service with GEDCOM
9:26 Public vs Private Trees
10:11 Why make a Private & Unsearchable Tree on Ancestry?
11:21 How do I make my ancestry tree private?
12:00 Good Research Habits and the 200 Year Rule
13:25 How to organize digital files
17:28 The Research Process
17:53 Steps in Research Process
21:00 Research with a Purpose
21:33 Research Notes
22:37 Making a research log
23:56 Keep Research Notes
24:56 Reasonably Exhaustive Research
25:46 F.A.N. Club Strategy
26:17 Trifecta Strategy
28:28 DNA Cousin Matches
29:15 Ancestry Public Member Trees
30:45 Collaborate With Others with Member Connect
31:08 Handout & Conclusion
31:34 Outro
* * *
THREE WAYS to get the HANDOUTS!
1) Become a Channel Member at the Info Access level $9.99 per month. This gets you all the handouts. https://www.youtube.com/genealogytv/join. As a Channel Member, find the handouts by scrolling through the blog posts on the Communtiy tab at https://www.youtube.com/GenealogyTV/Community.
2) All handouts can be purchased individually ($5 - $10) at https://genealogytv.org/handouts/
3) Become a Patron with a monthly Happy Dance Subscription ($15/Month) or more and get early release of the videos and the handouts are emailed to you when they become available. https://www.patreon.com/GenealogyTV
β€οΈBECOME A GENEALOGY TV CHANNEL MEMBER and help support Genealogy TV. Click the link to learn about the Perks of Membership.
https://www.youtube.com/genealogytv/join
β€οΈ NEED HELP? Join the "Genealogy TV Insiders" coaching group or sign up for private coaching. For more info...
https://genealogytv.org/coaching-options/
β€οΈ TIP JAR - If you like what you see and wish to help support Genealogy TV or NC Ancestry, please consider becoming a Patreon member. Click link below to donate to help keep more videos coming. Thank you!
https://www.patreon.com/GenealogyTV
β Genealogy TV WEBSITE
https://genealogytv.org/
β Genealogy TV on FACEBOOK
https://www.facebook.com/Genealogytv/
β SIGN UP For GENEALOGY TV NEWSLETTER
https://mailchi.mp/a0862c6473aa/genealogytvnewsletter
#Genealogy #GenealogyTV #FamilyHistory
Music Credits for Song on Word Tree Open
Circus Waltz Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
http://creativecommons.org/licenses/by/3.0/
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Video Information
Views
47.4K
Likes
1.8K
Duration
31:54
Published
Jul 23, 2021
User Reviews
4.7
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