For more than 20 years I collected material about tuberculosis in Minnesota and the Glen Lake Sanatorium, thinking that one day I might write an article or two about the topic. Well, I have written two articles, and I decided there’s a book to be written. It is intimidating to begin writing a non-fiction book about a topic that spans more than a century. It is also intimidating to look at boxes and piles of paper, newspaper clippings, and video and audio tapes. I know that my plan may not work perfectly for anyone else, because we all have our personality types and space issues to consider, but I’m offering an outline of my approach in case it can help someone make that first step toward organization.
1. Sort by type of material and consolidate. I labeled containers (file folders and boxes, mostly) for articles, photos, newspaper clippings, and other media. I did a general sorting, trying not to sit and read what I was handling. I did not want to deal with content sorting at this point. I just needed to know how much I had and in what format. I also printed out lists of my electronic files.
2. Decide if the original format needs conversion or stabilizing. I affixed the loose newspaper clippings onto copy paper so that I was handling uniform sizes of paper. I estimated how many hours of interviews I had (more than 20) and researched transcriptionist pricing. I couldn’t afford to pay to have it done so I purchased used units of two types of dictation equipment (regular and micro cassette) and dusted off my VCR to do the transcribing myself. It was time consuming, but now I am much better acquainted with the content than I would have been from merely reading it.
3. Sort by content.
- Transcribed interviews are in electronic files, and printed copies are placed alphabetically in three-ring binders. I have a master tracking list in Excel so I can use Find or Sort to locate interviews by last name, maiden name, date, or specific topics. The original media are numbered to match.
- Photos are arranged chronologically by decade in hanging file folders in a portable file box. I did this so I can bring them with me to oral history interviews or other appointments as memory joggers. I have scanned some but not all of the photos. I noted those that might be copyrighted and need permission for use.
- Brochures, newsletters, and similar printed material are arranged chronologically in hanging folders in a portable file box. I use them as memory prompts during interviews. These, along with books on the shelf, are listed in the master file in Excel.
- All other printed resource material is in three-ring binders, using a variation of the File, Don’t Pile method. Topics are placed alphabetically according to the primary content topic and assigned a number. They are indexed and cross-referenced in a master Excel spreadsheet so I can do a sort or word search.
- Information about resources, such as museum and libary holdings on relevant subjects, are also in a three-ring binder for quick reference. I make notes on these so I know which have been explored and what material I have obtained or need to request.
- Oversized materials (posters, etc.) are in an art folder.
4. Back-up everything. The most recent electronic copies of files and book chapters are always on my primary flash drive. I back it up on a laptop and on my husband’s desktop computer. I also back it up on another flash drive that is stored in a safety deposit box. There are many paper copies that aren’t saved electronically, but my master files note original sources. While re-creation would be an utter pain, it wouldn’t be an impossibility.
Most of this material is housed in an inexpensive desk/bookcase combination that I bought on clearance at a local store (some assembly required). I bought three-ring binders that have the plastic overlay so I can insert content information on the spine and the front cover. As I add more material, I redistribute the contents and re-label as needed. I don’t file anything until I have time to update the master lists. I don’t three-hole punch paper until I have completed the documentation, so I always know what belongs in the catch-up bin and what is ready to file.
So far, this method is working quite well. I knew that if I didn’t corral it from the beginning I would lose the critical ability to check facts and cite sources.
P.S. File, Don’t Pile is a method originated by Pat Dorff in the 1980s. I admire this system. I have used it in an office where 15 people shared research files and in many of my own work situations. http://us.macmillan.com/filedontpile/PatDorff