10 Questions to Rate Your Readiness for Genealogy Research Success

Elevenses with Lisa Episode 39 Show Notes

Elevenses with Lisa is our little slice of heaven where friends get together for tea and talk about the thing that never fails to put a smile on our face: Genealogy!

Are you ready for a year of successful genealogy? Learn how to develop an effective research plan, and preserve and protect your genealogy. Keep reading for the show notes that accompany this video.

10 Questions to Rate Your Readiness for Genealogy Success

1. Have you selected a place to start?

I started learning how to play the guitar in 2020. I began with an online course to learn the basics, and I picked one song that I really wanted to learn how to play. 

For three months I worked my way through the course and played that song over and over every day. This resulted in two things: I learned how to play the song, and my husband took a blow torch to my guitar! (Just kidding.)

At the end of those three months I had several weeks where I just didn’t feel I was making any progress at all. I practiced every day, but I wasn’t getting anywhere.

It turns out that I had reached my initial goals – I knew the most popular chords, had memorized the Pentatonic Scale and could play the song Crazy On You for a captive audience in my home. However, I had not  stopped to identify my next set of goals. Therefore, stagnation set in.

In an effort to restart my learning and success trajectory, I spent an evening looking through my record collection and I made a list of 6 of my favorite songs. Then I put them in the order I wanted to learn to play them. Most importantly, I identified which one was my top priority to learn. Once I did that, I knew exactly how I was going to spend my practice time.

It sounds simple, but finding and deciding on the place to start (or restart) is really easy to miss. When it comes to genealogy there’s always a bright shiny object online ready to gobble up a few precious minutes, or hours, or days! Having a predetermined project goal in mind will help you get down to business faster and keep you from wandering aimlessly.

2. Have you developed a project research question?

Once you know what your project will be, it is time to formulate the general question. In other words, what is the question you are trying to answer?

In this episode I shared the family story that had been handed down the McClelland family about their ancestor Washington McClelland. The story went like this: “He immigrated to the U.S. from England. He was working on the railroad when he met a girl in Idaho. She became pregnant. They married. He converted to the LDS church. They raised a family together.”

The general research question was “is this story true?” That’s a big question, and one that we’ll break down further in question #3. 

Genealogy Gems Premium Members can learn more about formulating research questions by watching the segment How Alice the Genealogist Avoids the Rabbit Hole Part 1 in Elevenses with Lisa Episode 2. It’s available in the Premium Videos area of the Genealogy Gems website. Don’t miss the downloadable handout! You’ll find the link under the video. (Learn more about becoming a Premium Member here.)

3. Do you have a Research Plan for your genealogy project?

The general project question can usually be broken down into several bite-sized actionable questions. In the example of “Is the story about Washington McClelland true?” we can break that question down into several questions:

  • Where exactly was Washington from in England? 
  • When did he come to the United States?
  • Why/how did he end up out West?
  • Did he work on the railroad?
  • When and where did he marry?
  • When was their oldest child born?
  • Did he join the LDS church?

And many of these questions can likely be broken down further. These more focused question help provide the framework for the project’s research plan. They can then be re-sorted so that they follow a logical progression of answers.

The next step will then be to identify and prioritize the sources (records) that are likely to provide the necessary relevant evidence. Then determine the order in which you will locate each identified record. Finally, add where you think you can find the records to the plan.

4. Do you have the research forms you need?

There are many different types of genealogy research forms: research logs, blank record forms, checklists, just to name a few.

Research logs are great for keeping track of your research plan progress. Blank record forms (such a blank 1900 U.S. Federal Census form) are very handy for transcribing the pertinent information for analysis. And checklists (such as a list of all types of death records) help ensure that you don’t miss and records, and you don’t look for the same record twice!

Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.

Free Genealogy Forms at Ancestry
Here you’ll find several common and helpful genealogy forms including:

  • Ancestral Chart
  • Research Calendar
  • Research Extract
  • Correspondence Record
  • Family Group Sheet
  • Source Summary
  • US, UK And Canadian Census Forms

5. Have you established Your Filing System?

Having an organizational system in place takes the guesswork out of where things should be filed, making it much more likely they will actually get filed. It also ensures that you’ll be able to put your hands on your records whenever you need them.

Here’s a secret: There is no one perfect filing system. The most important thing is that it makes sense to you and that you are consistent in how you use it.

In Elevenses with Lisa Episode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)

As you work on your genealogy research you’ll find there are two important tasks you will be doing often:

  • Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
  • Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)

Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:

  • Place a “to be filed” basket next to your desk.
  • Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.

7. Do you have the supplies you need on hand?

Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.

Here’s what my shopping list looks like:

  • 3” 3-Ring View Binders
    (allow you to customize covers & spines)
  • 1” 3-Ring View Binder
  • 1 box of Acid-Free Sheet Protectors
  • 3-Ring Binder Tab Dividers

8. Have you settled on a file naming scheme?

How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.

Here’s what my basic file naming format looks like:

  • Year (will force chronological order)
  • First Name (filed in surname folder)
  • Location

Example: 1920_robert_m_springfield_oh

Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.

8. Are you prepared to make copies?

Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data. 

Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off  from its cloud hosting service.  According to the Wall Street Journal, “other tech partners also acted, crippling operators.”

Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.

My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:

The bottom line is that our family history is our responsibility to preserve and protect. While we can benefit from sharing copies of it online, putting all our genealogy eggs in only the online basket puts it at risk because we don’t have control.

While I love the idea of going paperless and I’ve been striving to do that in recent years, I’m changing my tune on this. For several years I’ve been strongly recommending that you get your own genealogy software on your own computer and use it as your master database. All online family trees are simply copies. Many people, particularly those who rely solely on FamilySearch often wondered why I was so concerned. The events of this week make my point and put an exclamation point on the end of it.

Making digital and paper copies of your data is a simple strategy you can put in place today. This means regular print outs of your tree, family group sheets, and the most important genealogical documents. I keep mine in a portable fireproof safe.

We can also make digital copies as well. For example, last year I had all my old home movies transferred to digital and they are stored on my computer. I went the extra step to get copies on DVD and I also copied the digital files onto a terabyte hard drive that is in the fireproof safe.

Remember, your computer is connected to the Internet. If you’ve ever woken up to a Windows update, then you know that tech companies can make changes to your computer. Having your own paper and digital copies are just extra insurance that certainly can’t hurt.

Here’s a checklist of things you can put in place today:

  • a good printer
  • extra ink
  • a stock of paper
  • a portable terabyte hard drive

Ideas for saving paper and ink:

  • Print only the most important documents that might be more difficult to replace.
  • Focus your printing on direct ancestors.
  • Print in draft mode (depending on the document) and / or black and white to save ink.
  • Make double-sided copies.
  • When possible, add two documents to each side of the paper so that one piece of paper holds 4 documents.

 

9. Is your computer backed up to the Cloud?

I use and recommend Backblaze for computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:

backblaze server podcast

Image courtesy of Backblaze.

I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html 

Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:

  • What is cloud backup?
  • Why should I use cloud backup?
  • How does cloud backup work?
  • Is cloud backup safe?
  • What should I look for when selecting a cloud backup service?
  • My personal cloud backup choice

10. Have you scheduled ongoing education time?

Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.

Thank you for making Elevenses with Lisa and Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!

On the Genealogy Gems YouTube channel:

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Recap: 10 Questions to Rate Your Readiness for Genealogy Success

  1. Have you selected a place to start?
  2. Have you developed a project research question?
  3. Do you have a Research Plan for your genealogy project?
  4. Do you have the research forms you need?
  5. Have you established Your Filing System?
  6. Do you have the supplies you need on hand?
  7. Have you settled on a file naming scheme?
  8. Are you prepared to make copies?
  9. Is your computer backed up to the Cloud?
  10. Have you scheduled ongoing education time?

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Episode 71 – Genealogy Organization and Work Flow that WORKS!

When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
 
Genealogy Workflow Organization

Watch episode 71

 
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.

 Watch Live: Thursday, September 16, 2021 at 11:00 am CT 
(calculate your time zone

Three ways to watch:
1. Video Player (Live) – Watch live at the appointed time in the video player above.
2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 
3. Video Player above (Replay) – Available immediately after the live premiere and chat. 

Episode 71 Show Notes 

Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”

This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.

It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.

The Genealogy Data Flow

Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:

  1. Active Genealogy Work
    This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisa episode 7.
  2. Conclusions added to Master Genealogy Database (Software on your computer)
  3. Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
  4. Archival Paper Storage (your binders.) See episode 6 (Paper Archiving)
  5. Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)

Incoming Genealogy Sources

Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:

  • Items I’m exploring for the potential application to my current research project
  • Items pending analysis
  • Unproven items
  • Items playing a role in a bigger research question that I want all together for now.
  • Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals

Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote  (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)

Evernote allows me to:

  1. Capture and hold items
  2. search and retrieve more effectively than on my computer thanks to OCR (subscription)
  3. work my genealogy research plan
  4. easily collaborate with another researcher by sharing a single link
  5. Store and share media such as audio and video recordings

OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.

Working Your Genealogy Research Plan

When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.

Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.

Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.

Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.

My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.

The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)

In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.

So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.

Items I save to Evernote:

  • Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
  • Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
  • Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
  • Example: Items pertains to my family but not part of my current research project.
  • Downloaded genealogy records I don’t have time to process right now.

All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.

Items I save to my computer hard drive:

  • Items to I want to keep that have been processed.
  • Digital scans of visual items. Examples: Family Photos, old postcards
  • Large files created on my computer (audio, video).

I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.

The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.

Genealogy data workflow

Archiving Processed Items

Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.

An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder.  I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.

how to save evernote image to hard drive

How to save a document image to your hard drive from Evernote.

You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!

How Do I Find It Later?

My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).

genealogy database software

“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke

When I want to refer back to one of those sources I would look in one of three places:

  1. My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
  2. Evernote (particularly if the source is part of my current research plan.)
  3. The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)

Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!

Final Thoughts

Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.

Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)

Resources

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Genealogy Gems Premium Videos including:

  • Organize Your Research with Evernote
  • Making Evernote Effortless
  • Using Evernote to Create a Research Plan
  • Evernote: 10 Projects You Can Do
  • Collaborative Genealogy with Evernote
Evernote for genealogy genealogical sources

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Jewish Genealogy Research

Each area of genealogy research comes with a unique set of challenges. Jewish genealogy is no exception, but thankfully there are fantastic websites and online resources available to help. Even if you don’t have Jewish ancestors, these resources may prove very helpful for researching Eastern European branches of your family tree. Many provide detailed maps and information about towns that have long since vanished. 
 
In this week’s Elevenses with Lisa episode professional genealogist Ellen Shindelman Kowitt (Director of JewishGen’s USA Research Division and National Vice Chair of a DAR Specialty Research Jewish Task Force) joins us to share:
  • unique features that JewishGen.org has to offer
  • the best regional websites
  • what you need to do before you dig into these websites


You can watch here, or click “Watch on YouTube” to watch at the Genealogy Gems YouTube channel where you can also view the live chat by signing into YouTube with a free Google account. 

Episode 57 Show Notes

Interview Transcript

Lisa Louise Cooke: When I think of Jewish genealogy, immediately my mind goes to JewishGen.org, and I was hoping you could start us off with an overview of that. I know that you’re involved with them and boy, do they have a lot to offer!

Ellen Kowitt: JewishGen is really the premier main source for Jewish records on the internet today.

It’s run as a non-profit and it’s actually a part of a museum on the lower side of Manhattan called the Museum of Jewish Living Heritage. It’s run by a professional executive director, Abraham Grohl, but then there are thousands of volunteers that participate as research division directors, who help to identify records, index records, and translate records because language is a big issue in Jewish genealogy.

They’ve developed some really great data sets that can be searched for free by anyone. There is no charge to search JewishGen. Similar to FamilySearch, they ask that you register for a username and a password, but they don’t sell your name and it’s not going to go anywhere past accessing that website.

JewishGen

They have different tools they have developed that are unique to searching Jewish records.

I think there are a lot of entry points into JewishGen. For a novice, particularly beginners who have not done a lot of research anywhere on the internet, it can be a little overwhelming. They have a unified search, which combines the data sets from hundreds of records into one search function, because you can search each of these data sets separately. But if you’re just browsing and curious, and just want to throw your names in, the unified search is a great place to start.

Something that is really exciting about it is that they’ve had these special algorithms developed that are unique to Jewish names and Jewish languages. I’ll mention the Jewish languages in a minute, but it’s similar to the National Archives in the United States, which developed what we call the Soundex, which is an alpha-numeric code assigned to your name. It helps you navigate other spellings to your name that are similar, but maybe your family didn’t spell it that way, but it could be found in a record that way. The American Soundex doesn’t always work on Jewish or mostly Eastern-European names, so these special Soundexes were developed on JewishGen that are now used throughout the Jewish genealogy world on other databases as well. One is called the Daitch–Mokotoff. Another is called the Beider-Morse, but JewishGen doesn’t call them that. When you go in, it’s blind to you.

You’ll put your name or your town name into the search engine and there is a form with fields that you can populate. It doesn’t matter if you’re spelling the names of your given name, your surname, or your town name correctly, because you’re going to be able to pick a couple of different ways to search in a drop-down menu.

The first one will be called “Sounds Like,” the second is “Phonetically Like,” and then it goes into “Starts With,” “Is Exactly,” “Fuzzy Match,” “Fuzzier Match,” and “Fuzziest Match.” My recommendation is always search on “Sounds Like” and “Phonetically Like” because those are Daitch–Mokotoff and Beider-Morse Jewish algorithms for Jewish names and places. So that’s really, really helpful.

Many times people coming to Jewish genealogy are just hung up on names, where they come from, and figuring out an immigrant’s place of origin. Because, think about it: nobody spoke English in the Russian Empire or the Austro-Hungarian Empire, which is where a majority of Jews came from after 1880. So, they’re speaking languages like German and Russian, Lithuanian and Polish, and even Yiddish, which is linguistically more like German although it is written with Hebrew letters.

These immigrants come to American ports and there could be an immigrant from another part of the world with a different kind of accent, like an Irishman. So, an Irishman in America listening to a Yiddish speaker from Russia – of course they’re going to butcher spelling the names. It’s just par for the course.

People can’t get hung up on the spellings of Jewish names, particularly the surnames and the towns of origin where they are emigrating from. Of course, those towns are important to narrow down and understand where they were, because that’s where you’re going to look for the records.

JewishGen’s Communities Database

That’s a second point about JewishGen that’s so helpful. They have a Communities Database, and that lists over 6,000 places where Jews mostly lived in the largest populations around Eastern Europe. In many of those places, Jews don’t live there anymore, but they will outline for you in different time periods where the records are or where they were.

We always refer to Jews coming from Russia because we see that on passenger manifests or census records. But a lot of times when you see Russia as a place of origin for a Jewish family, if they came before 1917, that was Russian Empire. The Russian Empire doesn’t exist anymore, and what was the Russian Empire pre-1975 is not Russia-proper today.

There are a lot of countries where your family could have come from, including Poland, because part of Poland was in the Russian Empire. Your family might actually be from Lithuania, Latvia, Belarus, or Ukraine, or even some places in the south that don’t exist anymore. There used to be an area referred to as Bessarabia, and another one, Bukovina. These don’t exist anymore. Even Prussia, when you talk about the German Jews who came over, and this is true for non-Jews, too. There is no Prussian Empire anymore, and what was the Prussian Empire is now largely Poland, parts of Russia, and Germany of course. But it’s misleading that if your family spoke German and said that were Prussian, that they were German the way we think of Germany today. A lot of Jews came from Prussia, so that’s why I mention it.

Those are the key things about JewishGen. It helps with you the name complications and determining what other spellings there might be in records. It also helps you with locating these towns and what the administrative districts today would be.

How to Get Started in Jewish Genealogy Research

If you’re researching a Jewish family, it’s no different than any other American family, if you’re starting in America. You start with the civil records, the vital records, the census records, and the passenger manifests. None of these American records are divided by faith or ethnic group. So, a Jewish person, or if you’re researching a Jewish branch, should be starting the same way as any other American research. Start with yourself, work backwards, go through and exhaust all of the American records that you can, which will help you determine what those original names and place they came from are. That’s where JewishGen really helps you. It’s kind of like a 102 class. You have to do the American 101 records, and then when you’ve exhausted all of that, you jump to the Jewish records, which are largely available through JewishGen.

JewishGen Networking

And the big point about JewishGen is the networking, because there’s this huge discussion group. They are now on Facebook with a group.

They have something called the JewishGen Family Finder, where you can register the names you’re looking for and/or the towns. Likewise, you can search to see whom else is researching the same names and towns that you are.

Through the messaging on JewishGen, you can get in touch with them and say, “Hey this is my story. Can I see your tree?” or “Do you have any family photos?” or “Have you had any success finding records for the little town in the middle of Ukraine?” Or even, “Have you hired a researcher that was helpful in pushing your research back in this particular archive in Lithuania?” It’s a fantastic way to find people researching the same obscure, small areas of the world that you are.

Lisa Louise Cooke – That’s an amazing resource, and you’re so right that we still have to follow the basic genealogy methodology. We still need to go through those records here. It’s tempting – I know people will say, “Well I know they were Jewish” so they’ll want to jump into that, and yet you miss so many clues that would probably come in super handy once you get over to JewishGen and you’re ready for that.

Ellen Kowitt: Absolutely…I find people who come to Jewish genealogy as beginners have not done that. I’m often backtracking and teaching American research before I ever get to a single Jewish record. I think that it’s really important that people take a look at (American records).

If they’re not in the United States and they’re listening, Canadian records or British records, wherever you might be starting from. You need to start in the country where your person that you’re researching is located, with those records first.

JewishGen Research Divisions

Lisa Louise Cooke: That’s a great point. I know for my own Sporowskis who were German-East Prussians, really they’re out of Belarus. I’m pretty sure that even though my great-grandfather later was going to the Lutheran church in America, I think they were a Jewish family back in Belarus. JewishGen has been one of the few places to find information about some of these locations that have changed names and boundaries. It’s just an amazing resource in that way.

Ellen Kowitt: Belarus is a good example. JewishGen has maybe over 20 research divisions. I happen to be the director for what’s called the USA Research Division, and just to define that, it’s not census records and passenger manifests. It’s looking at records held at Jewish repositories that are in the US, like the American Jewish Archives or the Southern Jewish Historical Society.

There are research divisions geographically all throughout Eastern Europe and there is one for Belarus called the Belarus Research Division. If you click on their link from JewishGen’s drop-down menu, they have their own website and they give a lot of maps, from now and then, of what Belarus was, and lists of towns divided by province, or what was gubernia. There are ways to connect with people and search what their records are.

Here’s a little tip I have about Research Divisions and any project on JewishGen. If you don’t find what you’re looking for and you really think it might be there, or you’re spelling it wrong and it’s not showing up in the Soundex, contact whoever the person is on that record set or who the Research Division director is, or who the town leader is.

In Ukraine, there are hundreds of town leaders for these little towns and what we find is that the town leaders and the Research Division leaders often know or are holding onto records that are not online. If you’re not finding something, it’s free to send an email! Just inquire and say, “Do you know anything else about Grodno, Belarus in 1854? Or the name Cohen?” or whatever it is, and you just never know what these folks have because I have found there are a lot of offline lists that the experts know about.

Lisa Louise Cooke: That’s very good insider information. It’s true, as you go into your genealogy research you get more and more daring and send that email. All they can do is just not be available. But it sounds like those folks are more than happy to help. What a wonderful idea.

Regional Jewish Genealogy Resources

Lisa Louise Cooke: We were talking about specific regions and I’m sure there are all kinds of different things here, but what other types of websites might be out there for regional Jewish genealogy?

Ellen Kowitt: It’s a little confusing. There is kind of a hierarchy. It’s not coordinated by any organizing body, but there are three independently run Jewish database sites. When I say the names, sometimes people say, “Oh that’s part of JewishGen.” They’re not. They are run independently. The three are:

  • JRI-Poland which stands for Jewish Records Indexing Poland,
  • Gesher Galicia, and I’ll define that for you.
  • And what we used to call LitvakSIG, and SIG stands for Special Interest Group.

All three of these groups kind of have roots in JewishGen and then for different organizing reasons all wanted to organize as independent non-profits. But they share their data. Now, do they share all of their data? Do they share their data at the same time? Are they sharing it in the same place? The answers really vary. This is why, I always say, if you’re brand new, check out Unified Search on JewishGen.

Ancestry actually has some of LitvakSIG, some of JRI-Poland, and some of JewishGen’s records. Just recently LitvakSIG released some of their records to MyHeritage. So, there is some overlap back and forth on the data sets. But if you’re from these three particular geographic regions, I would not only be looking on Ancestry, FamilySearch, and JewishGen. I would always go to their original databases on each of their original websites.

LitvakSIG

LitvakSIG really stands for Lithuania, but Lithuania today is really different than the geographic borders of Lithuania a hundred years ago. When you look at modern-day Lithuania on a map, if your family is coming from a part of Latvia or Belarus or an area of Russia that surrounds that area, you might want to look there. I have this corner of southwestern Lithuania that part of my family came from, but it has also been Prussian, it has been Suwalki, Poland, and it’s right near Belarus, but yet I found records in Lithuania in LitvakSIG. I have also found them in Suwalki from JRI-Poland. So, loosely when you define your location, consider what’s geographically around the modern-day borders. But LitvakSIG is predominantly Lithuania and a lot of Jews came from Vilnius and Kaunus and all these places up there.

JRI-Poland

The second one is JRI-Poland. They are fantastic in their records acquisition. They’ve had partnerships with the Polish state archives. They give locations of microfilm that are for Polish municipalities at the FamilySearch digital collection. They have tons of volunteers who have worked there for 30 years. It’s extremely extensive.

For listeners who don’t know, the Polish State Archives has largely gone online, so a lot of vital records are digitized and you can go right to the record. Now, it may be in Polish or Russian, but you can get to those records for free, just like you can on FamilySearch sometimes.

JRI-Poland is just a powerhouse for getting access, using their indexes first to locate if there are records for your family in a town, using the Soundexes that are the Jewish Soundexes, and then getting to the original record. I just love JRI-Poland.

And be loose on those borders because it’s going to include Suwalki and those areas north on the Lithuanian-Russian border. Even the Belarus border and that Prussian border on the other side. For JRI-Poland, ‘cast a broad net’ is areas that were ever considered Poland, even on the southern side, too.

Gesher Galicia

The third one is called Gesher Galicia, also run independently, and also shares data with JewishGen. Galicia does not exist anymore. It was a designation for an area that today you would think of on a map as western Ukraine and eastern Poland, and a lot of Jews lived in Galicia. Unique to that area is that it was Austro-Hungarian Empire at one point, so the records are in German, not so much in Russian or in Polish.

But Gesher Galicia has got a fantastic search engine on their database, and they are another powerhouse that is just continuing with their volunteer army of adding so many great data sets.

They’re really good, too, at allowing you to list what towns you’re researching if you join, and I think they have a small membership fee. In fact, each of them have a membership fee that they’ve added on, and I think that just gives you access to records maybe a little bit sooner.

These three are often lumped in with JewishGen but are really organized as separate organizations and they acquire records and index them in a different way.

Lisa Louise Cooke: That’s a great overview and it reminds us, like with all genealogy, that when you see partners working together and they end up with records on multiple sites, I find myself wanting to look at those records, even if they’re the same, on every site. You never know what the nuances are. You never know if their image is clear. There are so many different possible variations.

Jewish Records at Ancestry.com

Ellen Kowitt: There are! I have taken a deep dive on Ancestry’s records of JewishGen. They started an arrangement awhile back, I think in 2008, and JewishGen gave them a bunch of records in return for Ancestry housing their servers. So a great business arrangement for a little non-profit like JewishGen, but confusing for people like researchers that only use Ancestry and never look any further. 

Certainly if you’re finding things on Ancestry (Jewish Records at Ancestry) that are JewishGen, you want to go to JewishGen and search also because JewishGen has not updated all the records that they sent to Ancestry ten or more years ago. There are unique records that were never sent to Ancestry, and you pick up those Jewish Soundex search capacities on JewishGen.

Now, Ancestry’s search has definitely advanced in recent years but it’s not the Beider-Morse the Daitch–Mokotoff Jewish algorithms for searching Jewish names. If you can’t find somebody on the JewishGen collection at Ancestry, go to JewishGen and try running the search there.

Holocaust Research

Lisa Louise Cooke: Another area I can think of as a roadblock area for folks in their research is around the Holocaust. What kinds of resources do we have to conduct research when it comes to the Holocaust?

Ellen Kowitt: I started doing this about 25 years ago and it used to be that either the records were not released by some of the archives in Russia or in the East, or they weren’t in English, or they weren’t indexed. You would put in these requests and it would take literally years for certain repositories to answer a basic inquiry with “Yes” or “No” if they have a card on your family.

I think there was a lot of mythology build around ‘you can’t document the Holocaust and what happened to people’ and what we’re finding all these years is later is that there are so many records. Plenty of people are documenting their families. We are continuing to find more resources available online, even from repositories that are traditionally not in English.

It’s hard to say where to start, because the story of the Holocaust has also evolved. It used to be we learned in school, if we even learned at all about the story of the Holocaust, that it was the story of the concentration camps and the Jews being gassed, and that’s certainly true. But there are so many other elements of the Holocaust like the story of the 1 ½ million Jews killed in Ukraine before anyone ever was killed at Auschwitz. We call this “the Holocaust by bullets” (and the story and most of what was the Soviet Union at that time), was the Jews were rounded up and, this is gruesome, but they were executed and left in mass graves that are unmarked, largely, throughout what was the Soviet Union.

Even Jews who knew their family was tied up in those kinds of stories thought there was no way to figure out what happened to their family or the town. But we do have records. The Russians kept records. It turns out the Germans kept records. A lot of this has become available online that you can search in English.

It really depends, for a family that knows they have a Holocaust story, where they were, what country they originated in, if you know the story that they went to a camp, or if they were in a small town where there was a mass grave. You’re going to be looking at very different resources.

I would say, if you only had to look at one and you wanted to just start this process, Yad Vashem’s website in Israel, in English, would be the place to do a general top-level search. The reason is because Yad Vashem is like the US version of the (United States) Holocaust (Memorial) Museum in DC, and they have resources too, but the one in Israel is called Yad Vashem and it has a larger collection.

They have also collected these pages of testimony from survivors who talk about their family members and where they last saw them, or if they know the exact story about what happened to them or their whereabouts throughout the war. Thousands of these pages have been submitted and they’re searchable. You can see the original pages that people submit and you can even get in contact with the people submitting them. It’s a great networking opportunity for people looking to connect. Yad Vashem has these great success stories, less and less because the survivors are aging out, where they connected people who still had living relatives in Argentina, Australia, or in Europe, and they’re just fantastic renewal stories.

But yes, complicated topic. It is possible to learn what happened to a community, hopefully to an individual. Records are at Bad Arolsen, the Arolsen archives in Germany, in addition to Yad Vashem and the US Holocaust Museum.

JewishGen does have a Holocaust collection worth searching, although it’s smaller than these other larger repositories. There are all kinds of things on the internet – webinars, speakers, and even books that have been published on how to track down victims and survivors of the Holocaust.

And non-Jewish, too. I recently was looking into someone who came from a Ukrainian Orthodox family and they were shipped out of Ukraine to what would be now the Czech Republic, and they were in a work camp. Sometimes these repositories you think of as Jewish record repositories for Jews in the Holocaust also tell the story of the non-Jewish victims of the Holocaust.

Lisa Louise Cooke: I so appreciate your vast knowledge on this. I know you teach people about genealogy, Jewish genealogy – tell us a little bit about you got started in genealogy and then into it professionally.

Ellen Kowitt: I guess like everybody out there, I just have that gene. Even from a young age, I was the one who just gobbled up the stories at the holiday tables and remembered the names and connected the relationships and just kept track of it in my head, long before I realized that was not normal, it was unusual and not everyone does that.

There is a woman, Sallyann Sack, who writes a lot of books on Jewish genealogy and she’s one of the publishers of Avotanyu, which is both a journal on Jewish genealogy and also a publishing company on books about Jewish genealogy. In my twenties, I happened to go to a lecture she gave at a synagogue in Washington DC, 25 or more years ago. She said “Hey we have this club! It’s a Jewish genealogy society and we’re doing a beginners workshop. Do you want to come?” I went and there was no looking back. I just got the bug. I started interviewing relatives like we all are taught, to talk to the oldest people first and the records can wait.

It just went from there. I got super involved as a volunteer. I actually think volunteering is a great way when you’re a beginner to learn about record sets. I have seen probate records, naturalizations, and Jewish records that I would never have found in my own family by helping index through a project with a local society. That was fascinating to me.

Then one day a friend insisted on paying me money to do some research on his mother, and I actually liked it. I thought, wow, if I can make a few extra dollars to pay for my genealogy obsession – and these websites can be expensive, the conferences cost money – but if I can make money and help to pay for my obsession, then I’m going to be a professional. So, that’s how I fell into that and it’s grown from there.

Lisa Louise Cooke: I think those of us who caught the bug when we were young are really fortunate because we got opportunities and I think had a focus on talking to and recording some of those stories. I know that’s probably people’s biggest regret, when they didn’t think about it back when they had an opportunity to interview some of the older relatives. I know in my case I just treasure the few interviews that I did do and I still have.

Ellen Kowitt: Me too.

Lisa Louise Cooke: I really appreciate you sharing all these wonderful resources. And of course, folks can visit you at your website at EllenKowitt.com, and I know that you do lecturing and all kinds of professional work on genealogy, and the wonderful article, Find Your Jewish Roots Online, in the May/June 2021 issue of Family Tree Magazine. Ellen, it’s been a delight to talk to you. Thank you so much for joining us here on the show.

Ellen Kowitt: Thank you so much for having me, I enjoyed it!

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Genealogy Gems Podcast Episode 212

The Genealogy Gems Podcast
Episode #212
with Lisa Louise Cooke

In this episode, Lisa Louise Cooke speaks with Contributing Editor Sunny Morton about turning our fleeting scraps of recollections into meaningful memories.Also:

Genealogist Margaret Linford tells us how she got started in family history. Like many of our best stories, it’s not just about her, but someone who inspired her.

2017 could be called “the year of DNA.” Diahan Southard looks back with a special DNA news digest.

Finding missing ancestors: tips and success stories from Genealogy Gems fans

NEWS: WIKITREE HONOR CODE

WikiTree.com

WikiTree Press Release on 100,000 signatures

Learn more about using individual v. global/community family trees on Ancestry.com, FamilySearch.org, Findmypast.com and MyHeritage.com in Sunny Morton’s quick reference guide, Genealogy Giants: Comparing the 4 Major Websites.

NEWS: FAMICITY ADDS GEDCOM UPLOAD

Famicity.com

NEWS: DNA YEAR IN REVIEW WITH DIAHAN SOUTHARD

As evidence of its now proven usefulness in genealogy research, the genetic genealogy industry is growing at a fast pace. Ancestry.com has amassed the largest database, now boasting over 6 million people tested, and is growing at breakneck speeds, having doubled the size of its database in 2017. As the databases grow larger and our genealogy finds become more frequent, we can’t ignore that this kind of data, the correlated genetic and genealogical data, amassed by these companies, has great value.

In November, MyHeritage announced an effort by their scientific team to “study the relationship between genetics and behavior, personal characteristics, and culture.” These studies are not new, as 23andMe is in open hot pursuit of the connections between genetics and our health, and always has been.

All of our genetic genealogy companies are involved in research on one level or another and every person who swabs or spits has the opportunity to participate in other research projects (click here to read up on the consent policies at each company). At the time of testing, you have the option to opt in or out of this research, and the ability to alter that decision at any time after you test, by accessing your settings. According to an article in Fast Company, it seems we as a community are very interested in helping with research: 23andMe reports an over 80% opt-in-to-research rate among their customers. And I’ve got some breaking news for you: Family Tree DNA just started a consumer awareness campaign to reinforce the message that they will never sell your genetic data. That’s another important topic worth talking about in a future episode, so stay tuned!

All our genetic genealogy companies realize that you might want to do more with your data than just look for your ancestors. This year Family Tree DNA has partnered with Vitagene in an effort to provide insight into your health via your genetic genealogy test results. Of course 23andMe is the leader in health testing when we look at our top genetic genealogy companies. This year 23andMe finally succeeded ipassing several of their health tests through the FDA, a huge leap forward in their efforts to provide health testing directly to consumers.

While health testing has certainly seen an explosion of interest this year, it is not the only way that our companies are using the data they have amassed. AncestryDNA took the DNA and pedigree charts of two million customers who consented to research and, using some really fancy science, were able to provide amazing insight into our recent ancestral past with the creation of their genetic communities. These genetic communities enhance our understanding of our heritage by showing us where our ancestors may have been between 1750 and 1850, the genealogical “sweet spot” that most of us are trying to fill in.

Living DNA, a relative newcomer to the genetic genealogy arena, announced in October of 2017 their intention to use their database to help create a One World Family Tree. To do so, they are collecting DNA samples from all over the world, specifically those who four grandparents lived in close proximity to each other. Along with this announcement, Living DNA is allowing individuals who have results from other companies and want to help with this project, to transfer into their database.

So it seems that with growing databases come growing options, whether to opt-in to research, to pursue health information from your DNA test results, or to help build global databases for health or genealogy purposes. Recognizing the growing appeal to non-genealogists as well, AncestryDNA added to their list of options the ability to opt-out of the match page, and there are rumors that Living DNA will soon be adding the option to opt-in to matching (they do not currently have a cousin-matching feature as part of their offering). It can be tricky to keep up with all that goes on, but be sure we at Genealogy Gems are doing our best to keep you up-to-date with any news that might help you make better decisions about your genealogy, and ultimately better equipped to find your ancestors.

GENEALOGY GEMS NEWS

Premium Podcast Episode 154 (publishing later this month)

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  • My personal cloud backup choice

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BONUS CONTENT in the Genealogy Gems App

If you’re listening through the Genealogy Gems app, your bonus content for this episode a reading of an excerpt of the Book of Christmas: Descriptive of the Customs, Ceremonies, Traditions by Thomas Kibble Hervey (The chapter Signs of the Season) published in 1845 ? available for free in Google Books.

The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users

MAILBOX

Genealogy Gems blog post on finding missing ancestors

Learn more about using Google Books and Google Patents in Lisa Louise Cooke’s book, The Genealogist’s Google Toolbox

 

Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at https://www.backblaze.com/Lisa.

 

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GEM: MARGARET LINFORD’S GENEALOGICAL ORIGINS

Genealogy Gems Podcast episode #208

Click here to read Margaret’s memories and see her pictures of Grandma Overbay

Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.

 

INTERVIEW: TURN MEMORY FRAGMENTS INTO MEANINGFUL STORIES

Sunny Morton is a Contributing Editor at Genealogy Gems and presenter of the new Premium Video, “Share Your Own Life Stories More Meaningfully” (click here to watch a quick preview). She is also author of Story of My Life: A Workbook for Preserving Your Legacy (use coupon code GEMS17 for an extra 10% off by December 31, 2017).

Strategies for turning memory fragments into meaningful stories (learn more about all of these in the Premium Video, “Share Your Own Life Stories More Meaningfully”):

Gather together even the smallest fragments of your memories together by writing them down.

Think about what missing details you could research by finding pictures, books, chronologies, maps and other resources (both online and offline).

Look for common patterns or recurring themes in groups of memory fragments. (For example, Sunny shared memories of swimming in this episode.) What kind of story do these memories tell over time about your personality, circumstances, relationships or other aspects of your life?

 

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Diahan Southard, Your DNA Guide, Content Contributor

Hannah Fullerton, Audio Editor

Lacey Cooke, Service Manager

Disclosure: This page contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting this free podcast and blog!

 

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