“In my grandmother’s final days battling brain cancer, she became unable to speak and she filled dozens of index cards with random letters of the alphabet. I’m beginning to think that they are the first letters in the words of song lyrics, and would love to know what song this was. This is a crazy long shot, but I’ve seen Mefites [other site users] pull off some pretty impressive code-breaking before!” Then she posted the “code” from one of the cards.
Within 15 minutes someone solved part of the puzzle: a section of the code was the first letters of the prayer from the New Testament, “Our Father who art in heaven, hallowed be thy name….”
Have YOU ever been faced with indecipherable notes left behind by a family member? What family history mystery do you wish an online community could help you solve? Share this on the Genealogy Gems Facebook page and leave your answers.
Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.
Originally published 2009 Republished January 21, 2014
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Connecting with someone who knows about our ancestors can really boost our research results—and even create new relationships among living kin. But it’s not always easy to send that first email or make that call.
In today’s episode we talk about the skill of “genealogical cold calling.” Relationships are key to genealogical success and by following 14 genealogical cold calling strategies you will find your research relationships multiplying. We’ll chat with my cousin, Carolyn Ender, who has conducted hundreds of telephone interviews. She has a knack for quickly connecting with folks she doesn’t know over the telephone in ways that put them at ease and bring to light the information that she’s looking for.
But first, we do some follow up with an email from a listener about family trees. Then, I share a little story that puts into practice what we’ve learned so far in this podcast series.
14 Steps to Genealogical Cold Calling Success
#1. Identify the person you want to call.
#2. Locate the person’s phone number. Below are some great websites for locating people you don’t know. The list is updated from the one given in the show. And Whowhere.com now has an app for Android, iPhone and other mobile devices. Check it out
Don’t forget to search the entire metro area, not just one city. Try just searching their first name particularly if it’s not a really common first name. Try and track down their number through other relatives or researchers. If all else fails consider posting on a message board for the surname
#3. Prepare ahead for making the call.
Every tough job gets just a little easier when you do your homework first. Follow these tips:
Take into account a possible difference in time zones.
Choose a time when you are not too rushed
Do a brief review of the family you are researching so it’s fresh in your mind
Make note of specific questions you would like to ask.
Have your genealogy software program open or your written notes at your fingertips.
#4. Get up the “nerve” to call.
Remind yourself how valuable this person’s information could be to your research. If he or she is quite elderly, remember that none of us will be around here forever so you need to make the call today! Say to yourself: “I can do this. This is important!” And be positive and remember, all they can do is say “no thank you.”
#5. Introduce yourself.
Give your first & last name & tell them the town and state where you live. Then tell them the family connection that you share, and tell them who referred them to you or how you located them before launching into why you’re calling or what you want.
#6. Overcome reluctant relatives.
Be ready to share what you’ve learned, and to share your own memories of a relative that you have in common. Mention something of particular interest in the family tree that might pique their interest.
If they are very hesitant you could offer to mail them some information and offer to call back once they’ve had a chance to look at it. That way they can sort of get their bearings too.
#7. What to do during the call
You’ll want to take notes during the phone call. Try a headset which will help to free up your hands for writing. Handwriting is preferably over typing.
Take the opportunity to not just get new information but also to confirm information that you already have–just to make sure it’s correct.
If you have a way to record the call, you don’t have to take notes and focus all of your attention on the conversation, and then transcribe the recording later. If you want to record, ask permission: in some places, it’s illegal to record a conversation without permission and it’s common courtesy to say you’re taping them. But it might put off a stranger; perhaps taping could wait until a second call.
#8. Leave a detailed voice mail message if there’s no answer. Stateyour name and that you would like to talk with them about the family history. Leave your phone number and tell them that you will call them back. Consider leaving your email address and suggesting they email you with a convenient time to call back.
Be sure and keep track in your genealogy database each time you call and what messages you leave. Having a log of calls and voice mail messages you’ve left will help you keep track.
#9. “Must-ask” questions.
“Do you or anyone else in the family have any old family photographs, or a family Bible?
(Reassure the person that you would only be interested in obtaining copies of any pictures or mementos they might have.)
“Do you know anyone else in the family who has been doing family research?”
“May I have your permission to cite you as a source in print in the future?”
“Is it OK with you if I keep in touch from time to time?”
#10. Wrap up the call.
Ask for their mailing address and email address.
Offer to give them your address and phone number.
Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
#11. Document the call.
Sit down at the computer or your notepad right away and make detailed notes about the phone conversation while it’s fresh in your mind. Include the person’s name, address, phone number and date of conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. At the bottom of the page list the ACTION items that come to mind that you want to follow up on based on the conversation. Enter their contact information into your genealogy database as well as your email contact list.
#12. Enter new information Into your genealogy database.
This is a must. Do it right away while it’s on your mind.
#13. Create an action item list.
Create action items based on what you learned. Ask yourself “What are the logical next steps to take considering what you’ve learned through this interview?” The call is not the end result, it’s a step in the research process, and it can really help to make this list now, and while it’s fresh in your mind.
#14. Follow up.
Send the person a written note or email thanking them for taking the time to talk with you. If the person mentioned that they would look for pictures or would look up something in a family Bible etc., mention in your note that you would still be interested in anything they can help you with and that you would be glad to pay any copying expenses, postage etc. Offer to provide copies of your information or copies of pictures you have etc. You never know: they might catch the genealogy bug and become your new research partner!
Next, put their birthday on your calendar and send them a card on their next birthday. It’s another way of keeping the connection going and expressing that you really do appreciate all their help. Try this service: Birthday Alarm.
Occasionally make a follow up call to check in and see how they are doing, share any new family items she’s come across recently, and ask if they have they heard or found anything else.
Recently I heard from podcast listener Julie, a New Zealander living in Kuwait. My podcast made her aware of Who Do You Think You Are? Live, the huge
Here I am in last year’s experts panel
family history conference coming up in the U.K. in 2014. She’s bought her plane tickets but, she says:
‘I am overwhelmed! I have never been to any sort of family history event, fair, society meeting – this will be my very first one. I’m not even sure which entry tickets I would be best to get – I am going for the three days but am wondering if a VIP ticket the first day might be a good way to get introduced and then get the two day ticket for the remaining days. With all the SOG workshops, DNA workshops, experts, the “Heirloom Detective,” exhibitors and so much more, I’m not sure how to get the most out of the three days.”
To anyone else feeling overwhelmed at the prospect of attending WDYTYA Live, let me see if I can be of some help:
RE: VIP Day – Since I have been a presenter the last three years, I didn’t deal with tickets. However, I can tell you that the most popular speakers do fill up (particularly the celebs). Also you can spend valuable time standing in line without reserved seats. So if you are keen to see particular talks and want to save time, then a VIP day would probably be really nice. If you’re willing to get in line early and wait, then you can certainly get in to just about any talk you want with pre-purchased workshop tickets. At least that’s how it seemed to me.
RE: Workshop vs Hall. While it would be easy to just spend all day every day in the workshops, in my mind it is the exhibit hall that is really special. They do the exhibit hall much better in London than they do here in the U.S. It is huge, and exhibitors incorporate a lot of hands-on opportunities. You could easily spend one full day just on exhibits. I would allow at least 1/2 day for the “vendors” and 1/2 day for the “society tables” and fill the rest of my 3 days with lectures and workshops.
The photo specialists are extremely popular. Bring photos with you if you want them looked evaluated, but prepare to queue up for a very long time. (Perhaps get in line first thing one morning.)
Here’s one last important tip: be sure to follow the event blog and keep an eye out on the website as they tend to announce new and last-minute events right up until the end.
I hope that helps you all! And to Julie-from-New-Zealand-in-Kuwait: thanks so much for listening to the podcast!
A new documentary on Netflix tells the story of twins who were separated at birth–sent to different countries–who rediscovered each other through YouTube and Facebook. Become inspired and learn the remarkable story of how they were reunited by social media.
A new Netflix documentary on twins separated at birth is getting great reviews–and it’s a great story. We’ve all heard about twins being separated at birth before, but these were sent halfway across the world from each other. They only reconnected because a friend of one twin saw the other in a YouTube video.
I first read this story in the Irish Mirror. Anais, now a college student, grew up in France. She always knew she was adopted and that her biological mother was a single woman in Korea. One day, a friend sent her a YouTube comedy sketch performed by someone who looked just like her. She watched the video over and over. There was no contact information on it. Eventually, the same friend spotted the mystery girl again in a movie trailer. Suddenly, Anais was able to learn more about her from the IMBD database. Her name was Samantha and her birthday was the same as her own.
Anais reached out to Samantha on Facebook, saying she thought they were twins. Samantha replied with a copy of her adoption paperwork—from the same clinic. Three months later, they met in London where Anais lived. Each young woman took a DNA test and traveled to Korea to attend an adoptee conference together.
Throughout it all, Samantha had the video camera running. She’d already been on-screen in Memoirs of a Geisha and now she took a shot at directing herself and her sister as they were getting to know each other. The result is Twinsters and it’s on Netflix. The show is getting some awesome reviews from critics and audience members alike. If you’ve got Netflix, check it out!
This unlikely reunion started entirely on social media: YouTube, Facebook, and Skype. Just goes to show you the amazing power of these technologies to bring family members together!
More Stories Like This One: Reunited by Social Media
Genealogy is growing dramatically in popularity. Multiple television shows depict family history discoveries, and the use of DNA to help folks climb there family tree has become mainstream. If genealogy is so popular, why is genealogy society membership declining, and how can we slow hat trend?
Genealogy societies have traditionally been centered around genealogists coming together in person, sharing research success stories, and learning more about how to find the records and stories of elusive ancestors.
These days though it’s easy to get distracted by by online research and perceived short cuts. The newest generation of researchers started their search not in a library, but on a computer keyboard. The problem is that they often don’t know what they are missing when it comes to what genealogy societies have to offer.
One solution: show them the value with video!
Create Video Magic with Animoto
(Full disclosure: This post contains affiliate links and I will be compensated if you make a purchase after clicking on my links. Thank you for supporting the Genealogy Gems blog!)
One of my favorite video creation tools is Animoto because it helps you creates incredibly professional-looking videos in a shockingly short amount of time. And most importantly, Animoto requires no more technical skill than clicking, dragging, and dropping with a mouse.
Rather than seeing the Internet as the enemy of your society, embrace it and put it to work for it. Online video is terrific tool for:
Creating awareness
Promoting events
Building your membership
Providing genealogical educational information
Sharing events with those who are unable to attend in person
just to name a few ideas.
See It for Yourself
Last year I had the pleasure of presenting a full day genealogy seminar in Fresno, California. Turning photos of the day into a video that could be used to build membership was a breeze With Animoto. I selected a design, uploaded my images and added text to help make the case. Here’s an example of a video I created for the Fresno Genealogical Society.
Getting the Word Out
A video like this can spread the word and reach prospective members in a variety of ways. Here are just a few ideas for how a genealogy society can grow membership using video to achieve their engagement goals:
Download the video from the Animoto website and show it at your next meeting so visitors can envision reasons to return
Embed the video your society’s website (just copy the code from Animoto and paste it on your webpage and the video will appear in a convenient video player)
Share the video on social media sites like Facebook, Pinterest, Twitter, and Instagram to not only get views, but provide a super simple way for supporters to share it which will get your society more exposure.
Keys to Video Success
Just a bit of planning can deliver great results. Here are my recommendations for how a genealogy society can grow membership and achieve promotional video success:
Keep it short – it took just 1 and 1/2 minutes to convey the answers to the who, what, where, and why questions folks may ask when considering a genealogy society in the Fresno area
Let images do most of the talking – there’s no need for being verbose if you have energetic imagery that convey your ideas.
Highlight the benefits – the big question potential members have is “why should I bother joining a genealogy society? Make sure you answer that question in your video
Tell them at the beginning and end how to find you – repeating your website address and keeping it on the screen long enough to jot it down gives them what they need to contact you. And after all, that is the goal of your video.
How to Create Your Genealogy Society Video
We have lots of how-to video creation resources for you here at Genealogy Gems. Click here to find step-by-step instructions for creating videos on Animoto, and to see more examples of the role that video can play in your family history.
More Resources Reveal How a Genealogy Society Can Grow Membership
Everyone’s families have a little bit of mystery in their past–or a lot!
Genealogy is growing dramatically in popularity. Multiple television shows depict family history discoveries, and the use of DNA to help folks climb there family tree has become mainstream. If genealogy is so popular, why is genealogy society membership declining, and how can we slow hat trend?
Just a bit of planning can deliver great results. Here are my recommendations for how a genealogy society can grow membership and achieve promotional video success: