Genealogy Gems Podcast Episode 238

The Genealogy Gems Podcast is the leading genealogy and family history show. Launched in 2007, the show is hosted by genealogy author, keynote presenter, and video producer Lisa Louise Cooke. The podcast features genealogy news, interviews, stories and how-to instruction. It can be found in all major podcasting directories, or download the exclusive Genealogy Gems Podcast app to listen to all the episodes and receive bonus content.

Click below to listen to this episode:

Podcast host: Lisa Louise Cooke
February 2020
Download the episode mp3

Do you love genealogy, mysteries and puzzle solving? Well in this episode we have not one but two tales of mystery.

The first has a Valentine’s theme centered around a mysterious love letter. Professional genealogist Kathleen Ackerman will be here to share how a love letter that was missing its last page took her on a genealogical journey full of surprises.

Our second story is a mystery full of twists,  turns and murder that will ultimately resurrect your faith that what you think is lost, may still be found.

Genealogy News

Ancestry Lays off 6 Percent of Employees due to Consumer Slump

23andMe laid off 100 employees due to slowing DNA kit sales

Genealogy Gems Mailbox

The Genealogy Gems Mailbox

Emails from Genealogy Gems Podcast listeners.

Frank recently wrote in saying that he listened to Genealogy Gems Podcast episode 227 and my conversation with Ran Snir, MyHeritage DNA Product Manager about their genetic genealogy tools The Theory of Family Relativity™  and AutoClusters. This got him thinking about his own test results and a frustration he has had trying to find matches and records in pursuit of this Galician roots. 

Frank writes:

“Ancestry’s records are almost non-existent, except for some parish records, but this is the region from which Cuba and Argentina were populated, and the ultimate ancestry of Cubans in the US. I have done the AncestryDNA test but my matches are few and far between.

On the other hand, I have worked with a Spanish genealogist and have some records that go back to the 17th century. Is there any program like Ancestry,  23andme, or My Heritage, that can do Galician (Spanish) genealogy well.”

Regarding DNA matches and testing pools:

DNA companies test all types of people and because testers can download their results and upload them to other companies, their pools of people are becoming more similar. Generally, they don’t focus on particular groups. They just report the results based on the pool they currently have. 

Regarding genealogy records:

Start with the FamilySearch Wiki page on Galicia includes links to records within each province.

Conduct a Google Search: Galician (Spanish) genealogy “Galicia”. Click here to see the Google search results.

Additional Resources:

The Genealogist’s Google Toolbox Third Edition by Lisa Louise Cooke available in the Genealogy Gems Store.

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Available in the Genealogy Gems Store.

Lisa’s video classes and handouts on Google search are included in Genealogy Gems Premium Membership. Learn more here.

Genealogy Gems premium elearning

Click to learn more about Genealogy Gems Premium Membership.

From Linda:

“I am a regular listener to your podcasts.  And I am the family historian.  I recently received a trove of documents from my Uncle who had been working to chart the family for 25 years.  He passed away last year.  His most recent quest was to find as many old family pictures as possible and I have continued to reach out to distant relatives.  I enjoyed the recent podcast about the New York photographer website and hope it will help me identify people in some of these very old pictures. 

(Episode 236Interview with David Lowe, Specialist for the Photography Collection at the New York Public Library on a free tool they provide that can help you identify your old photos. Also a discussion of how to find unindexed records at Ancestry.com.)

My question:  a friend of mine has inherited all of her family’s old family pictures.  The pictures are from the late 1800’s.  She doesn’t know who most of the people are.  She is not interested in learning and apparently there aren’t any members of the family who have taken the role of family historian.  Is there anything to do with these pictures other than to dispose of them?  It makes me sad to know that no one is interested.  When I learned a branch of my family tree had tossed all of their old family pictures, I felt awful and it has taken me some time to accept that I might not ever find replacements for this branch.”

There are ways to make real progress identifying photos. I’m going to be covering more of this on upcoming episodes. I would start by asking your friend to write down states / counties / towns where she thinks her family lived, as well as her direct ancestors as far as she knows (even if it’s just grandparents or great grandparents.) With some basic genealogical info on the most recent members of the family and some possible locations, you could then post at least some of the photos on Deadfred.com.

This is a site where people search on families and locations and other identifying information to find unidentified photos of their family members. Many, many photos have made their way to family historians through DeadFred. 

If you don’t have time to post them on DeadFred, and you do know the county where some of the photos came from, you could offer to donate them to the local genealogical society. They might be willing to take them, and their volunteers might be willing to do it. 

I agree with you, it would be such a shame to toss them because you can be sure there is someone out there who would treasure them and may even hold answers. 

MyHeritageThe free podcast is sponsored by MyHeritage

GEM: The Scrapbook Mystery

 

Bill and his dad in 1973

1973: Bill with his dad about six months before he died. (Courtesy of Bill Compton)

 

The Compton Scrapbook

The Compton Scrapbook (courtesy of Bill Compton.)

 

Article featuring William R. Compton in the Scrapbook

Article featuring William R. Compton in the Scrapbook (Courtesy of Bill Compton)

 

William R. Compton, US Marshall

William R. Compton, US Marshall (Courtesy of Bill Compton)

 

Donald Clark featured in the news

Donald Clark featured in the news

Read the news about the murder that occurred on the property where the scrapbook was found:Centerville Fire contained on property where triple murder suspect Donald Clark lived

Resources Discussed:

Learn more about how to blog about your family history. It may just lead to a treasure like it did for Bill. Here is a collection of articles at Genealogy Gems on family history blogging.

Learn more about how to set up your own blog by watching the videos on how to blog at my Genealogy Gems YouTube channel.

Visit Bill Compton’s blog.

The free podcast is sponsored by RootsMagic

Rootsmagic

GEM: The Love Letter

Kathleen Ackerman graduated from Brigham Young University with a Bachelor of General Studies: Family History degree in April 2012. She now has her own research company, Finding Ties that Bind. She is also working on a Master’s Degree in Genealogy, Paleography and Heraldry from the University of Strathclyde in Scotland.

Kathleen Ackerman

Kathleen Ackerman

Kathleen is the director for the Cave Creek Arizona Family History Center.  She loves to help others as they learn about their family history. For seven years, she served as the Treasurer and British Institute Director for the International Society for British Genealogy and Family History.  Besides her volunteer and school work, she spends most of her free time either working on her husband’s English and Scottish lines or playing with her granddaughter.

“In 2010, my mother found three pages of a letter addressed to “Mamie” among my grandparent’s things. My grandmother has passed away and my grandfather did not remember who Mamie was or why they had the letter. My mom sent me the letter in hopes that I could figure it out.”

Mamie - a genealogy mystery

Miriam (Mamie) Smith Patelzick 1891-1911 (Photo courtesy of Kathleen Ackerman)

 The last page which may have contained the writer’s signature was missing. This is where Kathleen’s search began.

The first three pages of the love letter

The first three pages of the love letter. (Courtesy of Kathleen Ackerman)

Kathleen turned to census records from the time period, and Google Maps to verify where Medicine Lodge was in comparison to Small, Idaho, the place from which the letter was sent. No such town could be found.

She then turned to old maps to see if the town had once existed. She used maps on the David Rumsey Historical Map Collection website. She found a map of Idaho from 1909, that showed Small, Medicine Lodge river and Reno (all mentioned in letter). They were all in Fremont County, Idaho. Her confidence that she had the right person grew.

Historic Map of Idaho

1909 Idaho map published by Geo. F. Cram, Chicago (DavidRumsey.com)

The search moved on into vital records. A marriage certificate for Mamie and William Patelzick in Dec 1910 was located.Perhaps they had eloped?

Spoiler Alert: If you haven’t listened to the episode yet. The next image reveals the writer of the letter.

Later, Kathleen’s mother surprisingly found the final page of the letter:

Found! The last page of the love letter.

Found! The last page of the love letter. (Courtesy of Kathleen Ackerman)

A surprise indeed, and a mystery solved!

Thank you to Kathleen Ackerman for sharing her story! You can visit her at her website, Finding Ties that Bind.

Don’t wait another day. Get the computer backup that I use: www.backblaze.com/Lisa

Backblaze lisa louise cooke

Announcing the Next Generation of Google for Genealogy

The Genealogist’s Google Toolbox By Lisa Louise Cooke

Discover the answers to your family history mysteries using cutting-edge Google search strategies. A comprehensive resource for all of Google’s free tools, this easy-to-follow book provides the how-to information you need in plain English. You will first gain a strong foundation in how to search quickly and effectively. Then you’ll dig deeper into solving real-life challenges that genealogists regularly face. This book will show you how to flex your new Google muscles by mining each of the free tools to deliver satisfying and enlightening results. You will develop a mastery of Google that will serve you now and for years to come.

This book features:

  • Step-by-step clear instructions and loads of images that help you easily follow along.
  • Tips for searching faster and achieving better results to solve the real challenges that genealogists face.
  • How to go beyond Google search by using the wide range of powerful free tools that Google offers.
  • Cutting-edge technology like Google Earth to tell your family’s stories in new and exciting ways!
The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Click this image to order your copy of the book.

Download the Show Notes PDF in the Genealogy Gems Podcast app

 

Can Google Help Me Search Digitized Newspaper Pages?

my ancestor in the newspaper newsCan Google help you search digitized newspapers you find online? Recently I heard from Garth in Ontario, Canada with a question like that. Here’s what he asked and here’s what I told him:

“A friend found a digitized newspaper article by clicking on this link and going through various years–very time consuming! I’m thinking there has to be a better way with Google, but no luck. I think I have used most of your techniques from Genealogy Gems. Would appreciate any hints.”

genealogy gems podcast mailboxFirst of all, thanks to Garth for alerting us to an online local archive of Canadian newspapers, The Clarington Local Newspapers collection. I like making people aware of collections like this. Here’s what I told him:

If the website had text transcriptions of articles then Google would have easily been able to grab the phrase “Arthur Levi Brunt” off any page. The search would be “Arthur Levi Brunt”  or, even better, would be a site search, which would be formatted like this: site:http://vitacollections.ca/claringtonnews “Arthur Levi Brunt.” In Google site searches, you start with the word “site” with a colon, followed by the home page in which to search, followed by the exact phrase you want to search in quotes.

However, the Clarington Digital News website relies on its own built-in Optical Character Recognition (OCR) to spot and retrieve search terms on the digitized newspaper images. Google doesn’t have access to their OCR, and can’t apply OCR itself to images on the web (the pages on this site are images, not pdfs). So in this case, Google would not be able to locate the same article.

I did notice in looking at the Clarington News site that there is a search box, so your friend didn’t need to browse through the years looking for article on Arthur. Simply entering his name in site’s search box instantly brought up the relevant list in seconds. Here’s a link to that search, so you can see for yourself. Perhaps a few of the other newspaper articles found in that search will be of interest to your friend as well!

Genealogists Google Toolbox 2nd edition coverLearn more about Google search strategies (Google site search is just one!) in my newly-revised, hot off the press 2nd edition of The Genealogist’s Google Toolbox, Second Edition. So many genealogy gems like these news articles are buried online: you just need to know how to harness the power of Google’s FREE tools to find them!

5 Things You Should Be Doing at WorldCat

Show Notes: WorldCat.org just got a facelift. That means it’s time to revisit this library catalog website and do these 5 important things so you can effectively use it for your genealogy research.

Video Premiere with Live Chat

Show Notes: WorldCat

If you are interested in finding out more about your family history and you want to build out your family tree, you are going to need records and resources. That’s exactly what the WorldCat website provides.

WorldCat.org is a free website that provides access through its card catalog to millions of materials from libraries around the world. You’ll find items such as:

  • United States Civil War and other military records
  • Family Bibles, church histories, and records
  • Publications such as directories, handbooks, and magazines
  • Birth, marriage, death, wills, and obituary indexes
  • Microfilmed genealogy and local history collections
  • Newspapers from around the world
  • Photographs
  • Town histories
  • probate records

It’s important to keep in mind that not all libraries participate in WorldCat, and they can participate at different levels. Therefore, you’ll find different amounts of information about these different repositories.

The WorldCat website has received a facelift and now sports a new user interface, making it a great time to get reacquainted with this rich resource. Here are five things you should do right now to take advantage of WorldCat:

#1 Sign up for a free account or transfer your existing account.

To use all the features at WorldCat that we will be discussing you’ll need to have a free user account.

To create your WorldCat account, click the Create an Account link and follow the prompts.

If you already have a WorldCat account you will need to transfer it. Click the Sign In link and follow the prompts for transferring. You can transfer your favorited libraries and lists. However, because of the new website, the following data will not be transferred: profile picture, reviews, saved searches, watched lists, interests, and tags.

Transferring can take quite a while. Leave your browser open until it completes. In fact, when I transferred it never showed complete, so after about an hour I refreshed the page and attempted to sign in again. I was prompted to create a new password, which I did, and was then able to access my account and my transferred data did appear.

Sign into your account whenever you visit the site so that you can take advantages of the many features offered, including our next item, Lists.

#2 Create and Search Lists

Lists are a great way to organize the wide range of resources you can find through WorldCat. I like to create lists for surname and subject research.

How to Create a WorldCat List:

  1. After you run a search you will receive a list of results. Click the List (bookmark) icon on any item
    WorldCat Create a List

    Click the List icon

  2. The add Item to List box will appear. In this box you can add the item to an existing list or click the Create List button to create a new list.
  3. Name the list, enter a description and indicate whether it is public or private.
  4. Click the Create button to save the list.

You can find all your lists by clicking on your account icon (upper right corner on desktop) and select My Lists

In addition to creating your own lists, you can search the public lists of other WorldCat users. Click Lists in the menu to browser popular lists. To search for a list by keyword, go to the search bar and select Lists from the drop-down menu, and search by keyword. When you find a helpful list, click the Follow button.

You can have up to 50 lists with up to 500 items.

#3 Discover Libraries

The best way to discover libraries near you is to add your location. Click the Update Location icon just under your account profile icon. Enter your town or zip code and libraries will be prioritized based on their proximity to you. If you’re going on a research trip, try changing the location to the zip code of the place you are traveling to, and then search for libraries and materials.

To browse libraries near you click Libraries in the menu. Add libraries to your list of favorite libraries by clicking the star icon on the library entry.

You can find your list of favorite libraries by going to the account icon and selecting Favorite Libraries.

#4 Use the Advanced Search Feature

The best way to search for items is to use the Advanced Search feature from the beginning. Click the Advanced Search icon to the right of the search box. (See image below)

WorldCat advanced search

Click the Advanced Search icon next to the search box

Start your search by selecting the type of thing you want to search from the first drop-down menu. For example, select Keyword and then type a word (such as a surname) in the field next to it. To the right of the field, select what you want done with that keyword, AND, OR, or NOT. This will include, exclude or make the keyword options. Then go to the next line and do the same thing. You can set up to three parameters.

Next add a year range if desired. For example, 1900 to 1950. Then select the type of materials you want in the results by clicking Format. For example, you could leave it on All Formats to receive all types of materials or select just Newspapers.

You can also narrow your search by language. Once you’ve made all your selections, click the Search button.

On the results page you have the option to adjust the filters in the left-hand column.

#5 Search Name Variations

As you search for family surnames, it’s important to understand that it will not automatically search for name variations. Either search for variations in separate searches or use the Advanced Search using the OR or the AND feature. (See example below)

Searching for name variations at WorldCat

How to search for name variations at WorldCat

More strategies for getting great search results at WorldCat

Search for family names by entering the family name followed by the word “family” (e.g., “Mansfield family”)

Search for specific people by entering the person’s full name (e.g., “Emily Mansfield”)

Search for organizations by entering terms to describe the organization (e.g., “Lutheran”)

Search for geographic locations by placing name in combination with the abbreviated and full state name (e.g., “Union City IN” and “Union City Indiana”)

You can then narrow your search by returning to the main search page and entering more specific search terms such as “Mansfield family bible”.

Include multiple search terms in one search (e.g., “Lutheran” and “Union City IN”)

Final Thoughts on the New WorldCat

Like with any change to a website, the new WorldCat takes a little getting used to, and there are a few bugs that still need to be worked out. However, by doing these 5 things you’ll have access to millions of rich resources that can help you climb your family tree.

Resources

Downloadable ad-free Show Notes handout for Premium Members

Genealogy Gems Premium Membership

Click to learn more about Genealogy Gems Premium Membership.

Google Books for Genealogy Success Story

Using Google Books for genealogy is a successful tool to many. A Gem’s reader shares the remarkable story she uncovered using the tips for using Google Books she learned from a recent Genealogy Gems Premium podcast.

From Genealogy Gems Premium member:

“Hi Lisa,

Premium 137I was just listening to the newest Premium podcast concerning filtering the lists on Google Books (Premium episode 137). I would like to relay my story for using your hints and tips on Google.

My great-grandfather was a Confederate soldier. At the age of 48, he married my great-grandmother and my grandmother was born the next year. I found much to my dismay, that he committed suicide when my grandmother was a few weeks old. It was stated that he had what would be described today as post-traumatic stress disorder, and the burning of the court house where he worked as a county clerk set off something. My Dad was born on what would have been my great-grandfather’s 90th birthday.

I have known for about 30 years that my great-grandfather wrote articles under a pen name. My aunt told me she had been told he wrote articles about the scenery in southern Utah where he lived. I searched and searched and never found any of his articles. Then, I had a breakthrough. I found the pen name by using several tips you mentioned for using Google. The pen name was Lock Melone. It was spelled differently than I had been told.

It turns out, he was a very well-known humorist. One of his stories appears in a publication alongside an article by Mark Twain. (He wrote articles in the 1870s and 1880s.)

Now, back to your tips on Google. I was Googling, checking all the old newspapers I could find to collect his writings. One of the sources continually mentioned in Google Books was a literary magazine called The Californian.  These were not all free on Google, but I was not to be deterred after all these years! I used the basic information and time frames listed in Google Books and looked at WorldCat. That led me to e-books and to some of the holdings in universities around the country.

As of today, I have found 69 of his articles! They have made an ancestor who I thought had a rough life with a tragic end, a new person, full of life and laughter! I am sure his stories are based on events that occurred during his “real life” adventures. He lived life to the fullest, traveling a great deal, and saw the world through a light heart.

I am continuing to search for more articles and have begun to compile his writings to give to my children and cousins for a Christmas present this year (if I can figure out how to put it all together!) With my grandmother as his only child, I will have given his life to all his descendants, a very special chore on which I have worked on with great pleasure.

Thanks for the tips on Google and other sites you have given over the years.”

This Gems member is certainly on the right track in many ways. She figured out how to harness the power of Google to search for the proverbial needle in a haystack—not just her grandfather’s articles but articles written under a pseudonym! Good for her for using Google Books and WorldCat. That’s a great combination. You can learn more about using WorldCat for genealogy in my book How to Find Your Family History in Newspapers and in the Premium video Getting the Scoop Part 2: Tech Tools for Newspapers.

Follow-up Ideas for Using Google Books for Genealogy

Here are a few follow-up suggestions reGoogle Books and Scholar for genealogy success lating to finding issues of a literary magazine or another scholarly publication like The Californian:

First, turn to another powerful free tool in the Google toolbox: Google Scholar. It takes Google Books to the next level and you may hit on some things that Google Books may miss. Refer back to Premium Podcast 136 for a discussion of Google Scholar for genealogy, and Chapter 11 in my book The Genealogist’s Google Toolbox, Second Edition.

Second, remember that sometimes serial publications change names, or two different ones may have the same name. Wikipedia’s not the most expert source, but its article on The Californian says something you can follow up on. The Californian was published from 1880 to 1882, as a continuation of the earlier Overland Monthly which had stopped in 1875, and then in 1882 it switched back to its old name. This means you should look for both titles.

A third idea may be to check e-bay for back issues of old magazines and journals. Sometimes, it’s cheaper and easier to buy them than to try to borrow them through inter-library loan. E-bay does happen to have a CD version for sale of The Californian issues from 1880 to 1882. I talk more about finding family history items on e-bay in the Premium Podcast episodes 16, 76, and 131.

Lastly, don’t forget JSTOR. JSTOR is a shared digital library for scholarly journals and the like. It launched in 1995 to serve university and college libraries, running out of space to store old journal issues. Today, it includes over 2,300 journals and thousands of other materials. It’s even started including books. Over 50 million pages are digitized, with another 3 million being added every year.

The nice thing about JSTOR is that you don’t have to be affiliated with a major library to get access now. Individuals can register for free access allowing them to read some materials online. They offer free access to their Early Journal Content collection of scholarly content published before 1923 in the U.S. (and before 1870 in other parts of the world.) That collection alone has nearly a half million articles from over 200 journals.

Unfortunately in this case, JSTOR doesn’t have The Californian or Overland Monthly in its collections. But one can certainly use JSTOR to search for other journals. JSTOR is just a great resource for anyone to use when searching for historical articles, especially those you may come across in Google Scholar without the full article text.

Your Google Books for Genealogy Success Stories

It is so rewarding to hear your success stories in using Google Books for genealogy. Your stories inspire others. Please feel free to share your experiences in the comment section below.

Keep Reading: More Gems on Using Google Books for Genealogy Success

Free Video: Google Books Image Search for Genealogy and Family History

Google Scholar for Genealogy? Here’s Why to Try It

Family History Episode 15 – More Tips for Contacting Distant Relatives

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

https://lisalouisecooke.com/familyhistorypodcast/audio/fh15.mp3

Download the Show Notes for this Episode

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.

Episode 15: Genealogy Cold Calling II: 14 Tips for Contacting Distant Relatives

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.
State your 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.

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