@jmort253 and @GeneJ - sorry, I wasn't ignoring you. I had been spending way too much time on SE and am now cutting back on 'living' here. It's very addicting - and I find it a difficult learning curve. Yes, I was aiming at a process question. I made so many mistakes beginning in genealogy (as I am here also) that it was something I would have liked an answer to (and got a couple more good ideas from comments, answers on this site).
On a related topic, I was reading to see if I could accept two answers (answer, no) and read about a community wiki. Do you think it would be helpful to h…