The first step is to obtain a manila folder. Place your name and that of your spouse on top of the folder, husband's name on top, wife's under that of her husband. You may wish to include the year of birth following each name. (see Figure 5)

The second step is to set up the format for your Research Logs, Index to Research Findings, and Correspondence Index. Since each person is unique, it is best if you set up your own forms as those forms set up by someone else may not fit your needs.

As you set up your own forms remember that the Research Log is to provide a place where one may record the sources that have been searched with their call number or film number (where applicable), the date of the search, and whether or not any information was found. It may have a place to record the information looked for or anything else that may help the researcher know where he has been and where he is going. At the top of the sheet of paper is usually found a place to record which family folder this sheet belongs to, the researcher's name (and address, if desired), the general type of record category searched and a log number. (see Figure 6)

Since you are generally trying to locate information on one person, the Index to Research Findings should be set up to help you do this as easily and quickly as possible. It may have on it a place for the name(s) of interest. These names may be listed several ways. It will probably have a place to record the File # and possibly the Log # of the document being indexed. You may also wish to include the name and address of the researcher. (see Figure 7)

On the Correspondence Index will generally be found a place to record which Family Research Folder the correspondence belongs to. The name and address of the researcher may be included. There should be space provided for the name and address of the person to whom the letter is being sent, the information requested, the date the letter was sent, and the date a reply was received. There should also be a space to record which number this letter has in the correspondence file. (The correspondence file being the Correspondence Index together with a copy of each letter sent and the replies received. There is one in each Family Research Folder.) (see Figure 8)

Study these suggestions and the sample forms (Figures 6, 7, and 8), then develop your own forms. They do not have to be perfect the first time. Time and use will suggest improvements which you will want to make.

The third step is to fill out the part of each form which indicates which family folder it belongs to and write your name on the forms as the researcher. On the Research Logs indicate which type of record category will be recorded on each. This will vary according to when and where each family lived. (see Figure 9)

The fourth step is to obtain a blank family group record and place on it all you can from memory. This family group record is called the "status"⁽¹⁾ family group record. As you receive new information you place it on this page, deleting that which is incorrect as the data is verified by your research.

The last step in setting up a family Research Folder for your family is to fasten these pages together with some type of metal fastener, not a staple as you will be adding more pages to this group of sheets as your research progresses. A paper clip is usually not advisable either as it tends to come loose easily.

If you decide not to keep a pedigree chart in each folder you may want to place them (1) all in one folder designated for pedigree charts only, (2) in several folders for pedigree charts only, dividing them by line (for example: maternal and paternal), (3) in a Family Record Book, or (4) in some combination of the above systems (for example: keep work copies as described in (1) or (2) above, and accurate, verified ones as described in (3)). (see Figure 10)

It would probably be advisable at this point to obtain some type of file drawer or special box just for your Family Research Folders. Cardboard file drawers and boxes can be purchased and work very well until you feel the need for something more sturdy.

Now that your Family Research Folder is set up you can begin using it to help you in your research.