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Posted Sunday, March 11, 2018 - Post #38605
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My search of the forum didn't produce any results for this, but if there's already a thread and I just didn't use the right search terms, please feel free to just link me there. Smile

I have a pretty good-sized family tree to enter/set up, with accompanying documents/sources, photos, etc.  That's a lot of interlinked pieces and I don't know the best way to start.  Does anyone have a recommended process/workflow to make this most efficient or least prone to errors and omissions?

For instance, I don't know if I should enter all my sources first, then all my locations, and then come back and build the tree...or if I should build the tree one individual at a time, adding all the relevant sources, etc. as needed, or what.  If I'm adding locations, should I add everything, from the top down (e.g.: USA, Virginia, individual Virginia towns, individual addresses)?  I'm sure there are some power users here who have an established process!



And a related question: how do you organize and identify the referenced documents?  What I mean is, if I, for instance, reference my own birth certificate as a source, is there a way to attach the digital copy of it, and/or how would you organize/link to the digital version or make note of where the paper version is?  I'm not sure if I'm coherently articulating this last question.  I guess what I'm asking is how do you integrate your actual source records with your source notations in GenoPro?
Posted Tuesday, March 13, 2018 - Post #38616
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GenoPro version: 3.0.1.3

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These are great questions.  GenoProX has a built-in "todo" list.  Perhaps this feature will help.

The truth is I am not a genealogist: I am a software developer.  I use GenoPro for making small family trees and genograms, however cannot give you my personal tips (I don't have any) how to organize the making of a large family tree.
Posted Monday, April 02, 2018 - Post #38655
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GenoPro version: 3.0.1.4

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I have been researching my family tree for almost two decades now. I have my paper sources in two binders: one for my maternal family, one for my paternal family. Within those binders, it becomes trickier. Generally, it's organized by surname, but my maternal grandmother's ancestors were Icelandic and Icelanders don't use surnames. Personally, I think things would have been simpler if the rest of the Germanic and Celtic world had continued that practice, but I also understand how surnames simplify things in their own way.

On my computer, it's similar; one folder for my mother's family, one folder for my father's family. The only common ancestor between my parents I've identified so far is Ragnar "Lothbrok", who is likely to be legendary and an amalgamation of two to five historical Ragnars, if they existed at all... so at this time, keeping my parents' families separate works. But both my grandfathers were English and both my grandmothers were Nordic, so it's only a matter of time and availability of data before I find a connection. It's possible that the records no longer exist or never existed, but I don't like to entertain such thoughts. Smile 

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Posted Monday, April 02, 2018 - Post #38656
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GenoPro version: 3.0.1.4

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In answer to your question of "how to": I would enter *all* the information you have about each individual as you add them to the tree. It simplifies the process greatly as your tree grows, because you have more identifying data in place for each person to distinguish them from others with similar names.

GenoPro: Best. Genealogy. Software. Ever.
Posted Monday, April 02, 2018 - Post #38657
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Jakk (02-Apr-2018)
It's possible that the records no longer exist or never existed, but I don't like to entertain such thoughts. Smile 


I'm with you; always hold out hope!

I definitely want to enter all the data, but I wasn't sure if it would be easier to avoid overlooking something if I entered sources first, before attempting to add the individuals.  It seems the sources may be a more linear "list."  All of the documents I have are all the documents I have, so I can go straight through them, from the top to the bottom of the stack.  But people...well, with people, you know how it goes -- for every person you enter there are numerous branches!
Posted Tuesday, April 03, 2018 - Post #38662
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I tried entering all the locations in my tree in the past, and found that if they aren't "used" for an individual, they disappear and I have to enter them again.

Posted Tuesday, April 03, 2018 - Post #38664
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NiKo (03-Apr-2018)
I tried entering all the locations in my tree in the past, and found that if they aren't "used" for an individual, they disappear and I have to enter them again.

There are quite a few articles/blogs on genealogy workflows.  I am still trying to set up a defined process for my tree.

Here are some articles you may benefit from...


Wow; these are great!  Thank you!


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