Managing Your Genealogy Data

Managing Your Genealogy Data

Summary Details

Length: 60 minutes

Summary: Participants will learn how to create and manage files and folders using Windows Explorer, with an emphasis on genealogy data. Topics discussed include naming conventions, shortcuts and quick keys, and best practices.

Description: Managing a folder of data files is much like cleaning out that junk drawer at home: you keep putting it off and putting it off.  And once you do organize the items, you vow to never let it get that way again, right? Learn how to manage your genealogy data so items can always be located easily and quickly. You’ll also learn some best practices and good habits to make sure you keep those data folders clean and clutter-free!

Audience Level: Beginner

Requirements: Projection for laptop/netbook computer on large screen; internet connection – wired or wireless (preferred in order to show live websites and resources).

Content: 4 page handout


  • Computer Data Components
  • Creating Folders and Files
  • Naming Conventions
  • Selecting Folders and Files
  • Moving Folders and Files
  • Copying Folders and Files
  • Renaming Folders and Files
  • Deleting Folders and Files
  • Tags
  • Metadata
  • Shortcuts and Quick Keys
  • Data Best Practices for Genealogists
  • Glossary
  • Resource List

©2013, copyright Thomas MacEntee

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