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Organizing: Looking for Reports and Worksheets

Newspaper announcement from family after death of Lydia Whipple Clark

A recent death in my wife’s family sent me searching through files of genealogy. That reminded my of an unfinished project with those files. Half of her records are digital scans and the other half are photocopies. Some items are copies of relatives’ files and others are borrowed materials – things people will come inquiring about at some point.

I’ve tracked the items I hold and those I’m looking for in a spreadsheet. It functions like a checklist. When I find a census record, I delete from one spreadsheet and add it to the other. It lets me keep a running list of what I have on each person and what I need to find. It also lets me keep a list of all documents – I can quickly find all the birth records or grave locations that I’ve recorded.

This works, but I’m sure there are other, better ways to track what I have. I recently found this post about journals, logs, and calendars. Question for genealogists out there: what do you use to track the documents you’ve located. I’m not inquiring about different forms of ancestry charts necessarily – just different ways of keeping your “to-find” and “found” lists.

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Categories: Genealogy
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