Using Digital Tools to Organize Historical Evidence
Research generates enormous amounts of data โ documents, photographs, maps, notes, and citations. Without a system to organize this evidence, your research becomes as scattered as the archives you're searching. Modern digital tools solve this problem.
Essential Tool Categories
Document Management
Zotero, Tropy, DEVONthink
Store, tag, and search scanned documents, photographs, and notes. Zotero is free and handles citations. Tropy is designed specifically for archival photographs.
Note-Taking & Knowledge Bases
Obsidian, Notion, OneNote
Create linked, searchable research notes. Obsidian's linking feature lets you build knowledge graphs connecting people, places, dates, and events.
Mapping & GIS
Google Earth Pro, QGIS, ArcGIS
Overlay historical maps onto modern geography. Plot locations, trace routes, and visualize spatial relationships. Google Earth Pro is free.
Timeline Software
Aeon Timeline, TimelineJS, Tiki-Toki
Visualize chronological relationships between events, people, and documents. Essential for tracking complex, multi-year investigations.
Spreadsheets
Google Sheets, Excel
Track source inventories, catalog findings, and compare data across multiple documents. The unglamorous backbone of organized research.
Cloud Storage & Backup
Google Drive, Dropbox
Back up everything. Archive photos get lost. Hard drives fail. Cloud storage with automatic sync protects years of work.
A Research Workflow
- 1. Capture โ Photograph or scan every source. Name files consistently (Date_Source_Description).
- 2. Catalog โ Log each source in a spreadsheet or database with full citation details.
- 3. Tag & Link โ Use a knowledge base to tag sources by person, place, date, and topic. Create links between related items.
- 4. Map โ Plot discovered locations on a GIS map. Overlay with historical maps.
- 5. Timeline โ Place events, documents, and people on a chronological timeline.
- 6. Backup โ Automatically sync everything to cloud storage. Maintain at least two copies.
Build a Research System That Works
The Treasure Hunter's Research Guide includes recommended tool setups and organizational workflows for serious researchers.
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