A useful backup can be restored. Synchronisation may spread deletions and does not replace a separate retained copy.
The method, step by step
- Name files with an identifier, date and short description. Keep originals, transcriptions and edited versions in separate folders.
- Save the native tree and an exchange export. Include media, references, research log and a note explaining your filing conventions.
- Keep several copies on separate media, including one in another location. Protect personal records and limit access to sensitive details.
- Regularly open a sample and restore a project. Record test dates and missing items so you can improve the procedure.
What to record
Maintain a backup register: location, contents, date, protection and last restore test. Restore into a separate folder to avoid overwriting the master project. Check media and references as well as the tree file.
Record in your research log
- Copy
- medium
- location
- date
- restore result.