Genealogy & Family Tree Video Classes

Choose from our vast catalog of free and Premium genealogy video classes and tutorials. Start by selecting a topic below. Tip: On desktop use Ctrl F (Win) or Cmd F (Mac) to search the entire list of videos by keyword. Note: The search box and Categories menu on the right (desktop) or the bottom of the page (mobile) apply to audio podcast episodes and articles.

Beginner

DNA

Elevenses

Ethnicities

Google

Maps & Geography

Methodology 

Organization & Preservation

Photos & Videos 

Records

Story & Sharing 

Technology Tools

Websites

Videos marked “Premium” require a Premium Membership. Premium Members also have access to the downloadable ad-free show notes handout for all videos. 

Beginner

Home Research – Family History at Home
15 Freebies for Genealogy
Free Genealogy
Inherited Genealogy – How to Deal with It
Data Flow for Genealogy
Getting Started with DNA Testing (Premium)
Google.com Getting Better Search Results (Premium)
Evernote for Genealogy  – Beginner
FamilySearch Strategy Essentials
FamilySearch Wiki Navigation
Take Control of Preserving Your Family History Information (Premium)
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DNA

5 Tips for Understanding DNA Results with Diahan Southard (Premium)
Autosomal DNA Results: Make the Most of Them with Diahan Southard (Premium)
DNA: Glue that Holds Families Together with Diahan Southard (Premium)
DNA Match with No Tree? No Problem! (Premium)
DNA Problem Solving
DNA Q&A with Ancestry’s Crista Cowan
DNA Painter Quick review with Blaine Bettinger
Forensic Genealogist – How to Become One with Dr. Claire Glen
Forensic Genealogy Future and Phenotyping (Premium)
Gedmatch Shared Matches Tool with Diahan Southard (Premium)
Getting Started with DNA Testing with Diahan Southard (Premium)
Organizing Your DNA Matches with Diahan Southard (Premium)
Mitochondrial DNA Quick Introduction with Diahan Southard (Premium)
Mitochondrial DNA Match Page Quick Overview with Diahan Southard (Premium)
MyHeritage DNA Genetic Groups
MyHeritage DNA Results: Get the Most Out of Them (Premium)
YDNA Quick Introduction with Diahan Southard (Premium)
YDNA Haplogroups Quick Overview with Diahan Southard (Premium)

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Elevenses with Lisa (2020: The 1st Year)

Note: Elevenses videos beyond the 1st year are included under the various topics on this page.

  1. Pilot (Premium)
  2. Research Plan (Premium)
  3. BSO Strategies (Premium)
  4. Mobile Organization (Premium)
  5. Online Organization
  6. Organization Paper (Premium)
  7. Organizing Data Q-A (Premium)
  8. Organize Digital (Premium)
  9. Evernote (Premium)
  10. Saving Your Genealogy from Destruction (Premium)
  11. Inspiring Ways to Captivate Non-Genealogists (Premium)
  12. Google Earth (Premium)
  13. Google Search – Get Better Results (Premium)
  14. Creating Family History Videos (Premium)
  15. Learning from History (Premium)
  16. Using Adobe Spark Video (Premium)
  17. Ancestry Top Tips (Premium)
  18. Irish Genealogy Professional Consultation (Premium)
  19. Filling Blanks in Your Research (Premium)
  20. House History
  21. Free Genealogy
  22. Your Ancestor’s Neighborhood (Premium)
  23. Google Photos
  24. Your Online Mindset (Premium)
  25. Elevenses with Lisa Viewers Voices (Premium)
  26. Newspaper Navigator and the Library of Congress
  27. Google Lens for Genealogy
  28. House Photo ID
  29. Family Bible
  30. Google Books
  31. Allen County Genealogy Center
  32. Artificial Intelligence
  33. Early American Genealogy (New England)
  34. Passenger lists
  35. Viewer Voices 2 (Premium)
  36. Rumsey Maps
  37. Provenance of Records
  38. A Cup of Christmas Tea with Tom Hegg (Dec 2020)

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Ethnicities

German Genealogy for Beginners
German Villages – How to find them
Irish Genealogy Expert Solutions Beginner Part 1 (Premium)
Irish Genealogy Filling in the Blanks Intermediate Part 2 (Premium)
Italian Genealogy
Italian Dual Citizenship
Jewish Genealogy
Native American Genealogy
Public Records Office of Ireland

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Google

The Genealogist’s Google Search Methodology (Premium)
Google: Common Surname Search Strategies (Premium)
Google – Getting Better Search Results (Premium)
Google – 5 Genealogy Search Hacks (Premium)
Google – 5 Search Secrets for Genealogy (Premium)
Google – More Search Strategies (Premium)
Google – How to Reconstruct Your Ancestor’s World (Rootstech 2023)
Google Books – Getting Started (Premium)
Google Books – 10 Surprising Finds
Google Books – New Features
Google Drive (Premium)
Google Images Best Search Strategies
Google Lens for Genealogy
Google Photos Introductory Tour
Google Scholar for Genealogy
(Premium) 

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Maps & Geography

5 Ways to Use Old Maps in Your Research (Premium)
Best Websites for Finding Old Maps (Premium)
Create a Historic Map Collection for Your Research (Premium)
Davidrumsey.com Free Maps and How to Find Them
Exporting MyMaps to Import into Google Earth 
Google Earth for Genealogy
(Beginner) 
Google Earth – How to Plot Land
Google Earth: Time Travel (Premium)
Google Earth – Ways to Use it for Genealogy (Premium)
House History Research (Premium)
House Photo Identification
Illuminating Locations (Premium)
Neighborhoods in Google Earth (Premium)
Paths – Create Emigration Paths in Google Earth (Premium)
Rural Address – How to Find & Map Them
Sanborn Fire Insurance Maps – Beginner (Premium)
Sanborn Fire Insurance Maps, Applying them to Research – Intermediate (Premium)
Sanborn Fire Insurance Map Collection at LOC
Towns of Origin – 16 Ways to Find Them

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Methodology

A Month by Month Plan for Genealogy (Premium)
Big Picture in Little Details
(Premium)
Birthdates Conflict and How to Solve It
Cold Case Strategies (Premium)
Finding Hard-to-Find Records
Free Genealogy
Home Research – Family History at Home
How Alice the Genealogist Avoids Rabbit Holes (Premium)
Living Relatives – How to Find Them (Premium)
Maiden Names 12 Strategies for Finding Them
Newspapers – How to Get the Scoop on Your Ancestors (Premium)
Productivity and BSOs (Premium)
Rate Your Readiness for Genealogy Success
Research Plans (Premium)
Restart Your Genealogy
Source Citations
Story Behind Genealogy Records
Timelines – Beginner (Premium)
Towns of Origin – 16 Ways to Find Them
Transcription and Analysis (Premium)
Witness Research

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Organization & Preservation

Archival Storage Options
Clean Up Your Genealogy Database
(Premium)
DAR – How to Join
Data Organization (Premium)
Digital Organization (Premium)
Digital Preservation Library of Congress Style
Documenting Family History with Shotbox
Evernote Organization (Premium)
Evernote: Organize Your Research (Premium)
Hard Drive Organization Part (Premium)
Heirlooms – Passing Them and Their Stories On (Premium)
How Alice the Genealogist Avoids the Rabbit Hole Parts 1 & 2
How Alice the Genealogist Avoids the Rabbit Hole Parts 3 & 4
Inherited Genealogy – How to Deal with It
Inspiring Relatives’ Interest to Protect the Family History (Premium)
Mobile Computing Organization (Premium)
Online Productivity (Premium)
Organize All this Stuff! (Premium)
Organize Your Online Life
(Premium)
Paper Organization (Premium)
Save Your Research from Destruction (Premium)
Take Control of Preserving Your Family Tree Information (Premium)
5 Family History Holiday Ideas

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Photos & Videos

5 Ways to Improve Old Home Movies
Creating Family History Story Videos (Premium)
Dead Fred – The Secret to Finding Old Family Photos
(Photo) Digital Preservation Library of Congress Style
Edit Your Home Movies
Frith Photo Collection at FindMyPast
Google Images (Photos) Best Search Strategies
Google Photos Introductory Tour
House Photo Identification
How to Make a Video with an Adobe App (Premium)
Solving Unidentified Photo Album Cases (Premium)
Video Magic (Creating Family History Videos) Part 1 (Premium)
Video Magic (Creating Family History Videos) Part 2 (Premium)
Video Magic (Creating Family History Videos) Part 3 (Premium)
Videos – 10 Ways to Add Volume to Family History with Videos (Premium)

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Records

1931 Canada Census – 4 Fast Search Strategies
1950 Census Overview
1950 Census Questions
1950 Census Enumeration District Maps
1950 Census Indexing at FamilySearch
1950 Census Search Strategies (Premium)
1890 Census & Substitute Records
15 Freebies for Genealogy
Cemetery Research & Finding the Stories
Church Record (Premium)
Comparing the Newspaper Giants (with Sunny Morton) (New)
Compiled Family Histories at Ancestry 
Compiled Family Histories & Genealogies
– Best Places to Find Them (Premium
Early American Ancestor Records with NEHGS
Ellis Island Records (Passenger, Customs & Detention LIsts)
Family Bibles (Premium)
Freedmen’s Bureau (Premium)
Institutional Records (Premium)
Marriage Records – 5 Steps for Finding Them
Marriage Records Case Study with J. Mark Lowe
Marriage Records and Gretna Green with J. Mark Lowe
Newspapers – Getting the Scoop on Your Ancestors
Newspapers – 5 Top Research Tips
Newspapers at Google Books 
Newspapers – Finding Family Recipes
Newspapers – Reconstructing Your Ancestor’s Life
Newspaper Navigator at the Library of Congress
Newspapers.com – Digging Deeper (Premium)
Obituaries at Newspapers.com
Ohio Records at Ohio Memory (Premium)
Passenger Lists (Ellis Island Records)
Passenger Lists Deciphering
PERSI Like a Pro! with Allison Singleton (Premium)
School Records
Virginia Early Records

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Story & Sharing

Airplane! Director David Zucker on Family History
Behind the Scenes with Director David Zucker (Premium)
Christmas Cup of Tea with Author Tom Hegg
Creating Family History Story Videos (Premium)
Crime Stories with Author Nathan Dylan Goodwin
Elevenses with Lisa Pilot Episode (Premium)
Emigration Paths Tours in Google Earth) (Premium)
Genealogy Gems Viewer Voices 1 (Premium)
Genealogy Gems Viewer Voices 2 (Premium)
Inspiring Non-Genealogists in Your Life (Premium)
Instagram & Pinterest for Genealogy (Premium)
Interview Questions (Premium)
Learning from History with Daniel Horowitz (Premium)
Family History Narrative Research 
Reconstructing Your Family’s Amazing Stories (Premium)
Self Publish a Book! 
Share Your Life Story in a More Meaningful Way (Premium)
World War II Fallen Stories
Writing and Publishing a Family History Book

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Technology Tools

10 Tech Tools You Can’t Live Without (Premium)
Artificial Intelligence
AI Chatbots and Genealogy – should you use them?
AI Time Machine at MyHeritage
Apps – How to Find Essential Apps for Genealogy (Premium)
Cloud Backup (Premium)
Data Flow for Genealogy
Dropbox (Premium)
Evernote for Genealogy  – Beginner
Evernote: 10 Projects to Enhance Your Genealogy (Premium)
Evernote and Collaborative Genealogy (Premium)
Evernote: Creating a Research Plan in Evernote (Premium)
Evernote Organization (Premium)
Evernote: Organize Your Research (Premium)
Evernote: Making It Effortless to Use for Genealogy (Premium)
Evernote versus Snagit
Future of Technology & Genealogy (Premium)
GEDCOMs
Google Drive (Premium)
iPad – Genealogy on the Go (Premium)
Newspaper Navigator at the Library of Congress
Online Mindset – Take Control of Your Online Activity (Premium)
RootsMagic with Founder Bruce Buzbee
Snagit (Beginner)
Snagit (Intermediate)
Tech Can Wreak Havoc on Genealogy (Premium)
Time Travel Technology (Premium)
VPNs – Why I Use One
YouTube – Find Your Family History

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Websites

Which Genealogy Website Should I Use? (Premium)
Ancestry – Compiled Family Histories 
Ancestry Top Search Tips (Premium)
Ancestry – What’s this Records Hint? Geneanet
ArchiveGrid (Premium) 
Ellis Island Passenger Search
FamilySearch Strategy Essentials
FamilySearch Wiki Navigation(Beginner)
FamilySearch Wiki Deep Dive (Premium)
Genealogy Center at Allen Co Public Library Website
Genealogy Giants – Comparing Ancestry, MyHeritage, FamilySearch, Findmypast (Premium)
Google Scholar for Genealogy (Premium) 
History Hub (NARA) 
Internet Archive – 10 Records You’ll Love to Find
MyHeritage – 10 Don’t Miss Features
Newspaper Navigator at the Library of Congress
Newspapers.com – Digging Deeper (Premium)
One-Step WebPages with Steve Morse
PERSI Like a Pro! with Allison Singleton (Premium)
State Library of Pennsylvania
U.S. National Archives – In Person Access
U.S. National Archives Website
WikiTree (Beginner)
WorldCat – 5 Things You Should Do

Genealogy Gems Podcast Episode 214

The Genealogy Gems Podcast Episode 214

with Lisa Louise Cooke

In this episode, Irish expert Donna Moughty joins host and producer Lisa Louise Cooke to talk about Irish genealogy to help you get a jump on yours before everyone starts talking about their Irish roots on St. Patrick’s Day next month! Also in this episode:

  • Your DNA Guide Diahan Southard has DNA news
  • Other listeners write in with inspiring successes
  • Michael Strauss musters in with tips on finding your ancestors in the five branches of the U.S. military.

NEWS: MYHERITAGE DNA MATCHING UPDATE

The MyHeritageDNA test matching algorithm has gotten better?AND they’ve added a chromosome browser. Time to test with MyHeritage DNA or upload your results from another company for free? Click here to read all about it!

MAILBOX: LISTENERS ON FAMILY HISTORY VIDEOS

Muffy in Seattle sent this link to her family history video. Great job!

Melissa asked about finding copyright-free music to add to family history videos. Lisa’s tips:

Unfortunately, free royalty-free music sites are few and far between.

You’re smart to be cautious because if you were to put your video on YouTube they have the technology to identify any song that is used that is a violation of copyright.

YouTube does make free music available:

  1. Sign into YouTube with your Google account
  2. Click on your picture in the upper right corner and go to your Creator Studio.
  3. Upload your video (you can keep it private if you wish) and then on the video page click “Audio” (above the video title).
  4. Choose among the many music tracks there.
  5. Once you’ve added a track and saved it, you should be able to download the video with the music included.

The other source of music I use is music that comes with the programs I use (Animoto and Camtasia).

GENEALOGY BUSINESS ALLIANCE
GBA Buzz game for RootsTech 2018; Play the game. See websites for complete rules.

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com.

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.

INTERVIEW: DONNA MOUGHTY ON IRISH RESEARCH

The following review appeared in the January 2018 newsletter of the Midwest Genealogy Center, Mid-Continent Public Library:

“If you want a quick guide on how to get started on Irish research, this short, four-page guide is an excellent resource. This guide will help you start your research in the United States, so you can figure out where in Ireland your ancestor came from. It is organized into 12 steps with helpful websites added. This guide is the first in the Irish Research Series by Donna M Moughty.”

Donna Moughty, shown left with Lisa Louise Cooke, is a professional genealogist and former Regional Manager for Apple Computers. She has been conducting family research for over 20 years. She teaches classes for beginners and lectures on a variety of subjects including Internet, Irish research, and computer topics. In addition, she provides consultations, research assistance, and training. She is a member of Association of Professional Genealogists and the Genealogical Speakers Guild.

Websites mentioned in their conversation:

Donna’s Irish guide series – Discontinued

Preparing for Success in Irish Records Research – Guide #1 (reviewed above): Without the right preparation, researching in Ireland can be frustrating! Before you jump the pond, start your research at home to determine a place in Ireland, as well as details to help differentiate your person from someone of the same name. This research guide will walk you through the process of identifying records in the US to set you up for success in your Irish research.

Irish Civil Registration and Church Records – Guide #2. Civil Registration for all of Ireland began in 1864, with Protestant marriages dating back to 1845. Even if your ancestors left before that date, they likely had relatives that remained in Ireland. Prior to Civil Registration, the only records of births (baptisms), marriages or deaths (burials) are in church records. This Reference Guide will explain how to use the new online Civil Registration records as well as how to identify the surviving church records for your ancestors in Ireland.

Land, Tax, and Estate Records – Guide #3 (NEW!). Had the Irish census records for the 19th century survived, Griffith’s Valuation, a tax list, would not be one of the most important resources for Irish researchers. Without any context, however, it can just seem like a list that includes lots of people of the same name. This Guide explains how and why Griffith’s Valuation was done, and how to use it to glean the most information about your family. Once you know your ancestor’s locality in Ireland, Griffith’s Valuation can place them on a specific piece of land between 1846 and 1864. After Griffith’s Valuation, the Revision Books allow you to follow the land and in some cases, to the 1970s, possibly identifying cousins still living on the land.

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.

MyHeritage

MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Visit www.MyHeritage.com

MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.

MILITARY MINUTES: 5 BRANCHES OF THE MILITARY

Each of the military branches is listed below, detailing information about when each was organized and resources available to genealogists on your ancestors who served in any of these branches.

United States Army. The largest of the five military branches dates back to June 14, 1775, during the early days of the Revolutionary War. Prior to the formation of the Army, each colony had companies and battalions of Associators and local militia. With the war, the need for a professional standing army to fight the British saw the formation of the Continental Army.

With the end of the Revolutionary War, the Army disbanded in 1783 after the signing of the Treaty of Paris. Later in 1796, two legions formed under the command of General Anthony Wayne would later become the nucleus of the United States Army. The Encyclopedia Britannica published this nice article on the history of the Army from its inception to the present.

A number of excellent genealogical resources are available to search for ancestors who served in the United States Army since the beginning. These databases are found on Ancestry, Fold3, and Family Search.  One of the largest collections of records covers the United States Regular Army enlistments from 1798 to 1914 (available by subscription at Ancestry.com). Searching the card catalogs of Ancestry.com, Fold3 and FamilySearch will yield many databases that contain information about soldiers who served, and sacrificed their lives with the Army over the last two centuries.

United States Navy. The United States Navy dates from October 13, 1775 when it was officially established by an Act passed by the Continental Congress.  At the end of the Revolutionary War it was disbanded, and again reestablished under the Naval Act of 1794 which created the Navy as a permanent branch of the military.

The history of the Navy and technology can be divided into two major eras. The earlier period, called the “Old Navy,” was the age of wooden sailing ships, and still later came the birth of the ironclads during the Civil War. The later period called the “New Navy” occurred with further innovations in late nineteenth century as the United States transformed into a global power recognized the throughout the world.

The United States Navy website has a nice background history of the service.   Numerous databases and searches for records of the Navy covering multiple war period detailing pensions, continental sailors, muster rolls, ships logs, and cruise books are located on Ancestry.com, Fold3 and FamilySearch.  Consult each database individually for records of interest.

Another organization related to the Navy is the United States Merchant Marines. Although not officially a branch of the military, the Merchant Marines sacrificed and lost lives since the days of the Revolutionary War, carrying out their missions of supply and logistics during times of war. Here’s an excellent website on the history of the Merchant Marines.

United States Air Force. The modern day Air Force dates from September 18, 1947, when it was formed as part of the Security Act of 1947. The Air Force and aviation history began under the authority of the United States Army, starting on August 1, 1907 when it was organized under the name of the Aeronautical Division of the Signal Corps.  Over the next 30 years the service changed names several times:

  • Aviation Section of the Signal Corps (1914-1918);
  • Division of Military Aeronautics (1918);
  • Air Service of the United States Army (1918-1926);
  • United States Army Air Corps (1926-1941);
  • United States Army Air Forces (1941-1947).

In that final year, it was separated as its own organization as it is known today. Click here for a complete history of the Air Force from 1907 to the present.

Two excellent online sources covering the early history of the Air Force from World War I and World War II are located on Fold3:

United States Marines. This elite branch of the military began with the organization of the Continental Marines on November 19, 1775. The mission of the Marines initially comprised ship-to-ship fighting, security onboard naval vessels, and assistance in landing force operations. This mission would continue to evolve over the years. At the end of the Revolutionary War, the Marines were disbanded on October 4, 1783.

Along with the Navy, under the Naval Act of 1794, the United States Marines were again re-established and would serve faithfully in every major war period and in peacetime between conflicts. The Marines will forever remain true to their motto of “Semper Fidelis” or Always Faithful as they continue to live up to their long-running tradition of honor and service. Click here to watch an interesting and accurate history of the Marine Corps is viewable online on You Tube.

Ancestry.com has an excellent online genealogical resource for discovering Marine Corps ancestors: fully searchable Marine Corps muster rolls from 1798 to 1958 for enlistees.

Coast Guard. The history of this seagoing service dates back to August 4, 1790.  Established as the Revenue Cutter Marines under the direction of Alexander Hamilton, the name was changed in 1894 to the Revenue Cutter Service until 1915. That year, an Act of Congress was passed and signed into law by President Woodrow Wilson called the “Act to Create Coast Guard.” The United States Live Saving Service and Revenue Cutter Service came together. Later, in 1939, the United States Light House Service was added to form the modern day United States Coast Guard.

The complete history of the United States Coast Guard from 1790 is on the Historians Office. It includes information about each of the separate organizations that came together to form the Coast Guard at. Ancestry.com has a collection of casualties of the Navy, Marines, and Coast Guard. Very few additional online sources are available online for this branch of the service. Researchers must access these documents and records onsite at the National Archives in Washington, DC.

Military Minutes Case Study

By Michael Strauss
Subject: Russell Strauss
Died: December 27, 1981-Jonestown, PA
Son of Harry B. Strauss & Agnes S. (Gerhart) Strauss

Over the last 30 plus years doing genealogy research, I’ve discovered that nearly all of my family members who served in the military were in the United States Army. But I have been occasionally surprised to find relatives who served in other branches of the military.

On the paternal family several years ago one of my cousins gave me a box of photographs. One of the images was marked Russell G. Strauss. He wore the uniform of the United States Navy during World War II. I recognized his name and knew that he was my grandfather’s first cousin. I was 16 years old when he died and didn’t know him very well.

His uniform indicated that he was a third class petty officer in the Navy during the war. I looked further at his uniform and noticed a diamond shaped “S” as part of the insignia. This military occupation indicated that he was a specialist that would require further research. I spoke with a couple of my older family members who knew Russell. All of my family interviewed said that he in the military police (M.P.) during the war. With additional research, I discovered that his insignia was that of the Shore Patrol. When I compared what my family said to me and his uniform told me the information matched very closely.

I found on Ancestry his application for compensation from the Commonwealth of Pennsylvania in 1950 when he served in the Shore Patrol in Norfolk, Virginia as part of his military duty (inserted below). Putting information from his photograph together with what my family members shared with me helped answer questions I had regarding of my relatives.

 

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Vienna Thomas, Associate Producer
Hannah Fullerton, Production Assistant
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!

Genealogy Gems Newsletter Sign Up

 

 

 

Resources

Download the episode

Download the show notes

How to Get Back Into Genealogy

Show Notes: Restart Your Genealogy!

Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!

Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?

If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.

how to get back into genealogy

 Get your Genealogy Restart checklist in the Resources section.

And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track. 

How to Jump Back into Your Genealogy

Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.

In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.

If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.

Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!

Genealogy Restart Checklist

I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!

Get my comprehensive downloadable Genealogy Restart Checklist. (Premium Membership required)

Step 1: Find Out Where You Left Off in Your Research

Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.

How to find your search history at Ancestry.com

At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”

This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.

You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.

On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.

how to find search history at Ancestry

Recent Search History page at Ancestry®

If you see searches in the list that you don’t need anymore, click the trash can button to delete them.

Notice over on the left that you are viewing Recent Searches, but you do have other options:

  • All Recent (activity)
  • Viewed Content (records you’ve viewed)
  • Viewed Collections (record collections you accessed)

All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.

Review your activity history in your genealogy software.

You can also review your most recently activity in your genealogy database software.

In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.

Step 2: Identify Gaps that Need to be Filled

Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.

Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:

  1. your specific research question,
  2. the records you think you’ll need to answer it
  3. the locations where you think those records may be housed.

See this in action in my video Hard to Find Records, a Case Study.  

Premium Members check out these classes with downloadable handouts:

 

Step 3: Prepare for Genealogy Research Success Going Forward:

Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.

Genealogy software database

If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.

If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.

Genealogy software is typically very affordable. You can  even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.

Premium Member Resource Video: Take Control of Your Family Tree.

Cloud backup

If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.

Status of Genealogy Website Subscriptions

Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.

If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.

A Paper Filing System

While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.

Filing Digital Content

The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.

Check out all of my organization system classes.

Source Citation Brush Up

Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.

With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.  

Now’s the Time to Restart Your Genealogy

Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.

Resources

Downloadable ad-free Show Notes handout (Premium Membership Required.)

Bonus Download: Genealogy Restart Checklist (Premium Membership required)

 

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