by Lisa Cooke | Aug 9, 2017 | 01 What's New, Interviewing |
Need to contact distant relatives? Got cold feet? Follow these steps and you’ll warm right up–and hopefully, so will those you contact!
Today, online trees, social media, and email make it easier than ever to find relatives you don’t know well (or at all). And there are SO many reasons to contact them: to collaborate on research, swap photos or stories, or even request a DNA sample.
In these cases, you may need to make what salespeople refer to as a “cold call,” or an unexpected contact to someone you don’t know. I’ve done it successfully many times myself, so I can tell you this: it does get easier. Follow these steps to make it a smoother experience.
1. Identify the person you want to call.
Common ways to identify a new relative include:
- Another relative tells you about them
- Family artifact, such as an old greeting card, address book, captioned photograph, letter, etc.
- On a genealogy message board
- In an online family tree (with enough information showing to identify them)
- As the author of a book, article, or blog post with information about your family
2. Locate the person’s phone number, address, and/or email address.
Here are some great websites for locating people you don’t know, or at least learning more about them (as you can on LinkedIn):
TIP: When looking through a geographically-based directory, 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.
3. Prepare ahead for making the call.
Every tough job gets just a little easier when you do your homework first!
- Take into account a possible difference in time zones.
- Choose a time when you are not too rushed
- Set yourself up in a quiet place, where there will be minimal background noise or disruptions
- 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. Adopt a positive mindset.
It’s natural to feel some apprehension when calling someone you don’t know. Before you pick up the phone, give yourself a little pep talk. 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!” Be positive and remember, all they can do is say, “No thank you.”
5. Introduce yourself.
Give your first and last name and tell them the town and state where you live. Then tell them the family connection that you share. Tell them who referred them to you or how you located them. Cover these basics 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 or caught off-guard, offer to mail them information and call back once they’ve had a chance to look at it. That way they can get their bearings, too.
7. Do these things during the call:
- Take notes: try a headset or use speakerphone, which will help to free up your hands for writing.
- Ask for new information and confirm what you already have.
If you have a way to record the call, then you won’t have to take notes and you can focus all your attention on the conversation. You can then transcribe the recording later. However, in some places, it’s illegal to record a conversation without telling them first and/or getting a person’s permission (not to mention discourteous). It can be very off-putting to start the first call by asking if you can record them. So, establish a connection first, make your request to record, and then press the record button.
Read more: How to Record a Conversation on your Smartphone or Skype
8. Leave a detailed voice mail message if there’s no answer.
State your name clearly, 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. These days many people are more comfortable with email for the first contact.
9. Ask questions like these:
- “Do you or anyone else in the family have any old family photographs or a family Bible that I could arrange to get copies of? (Reassure them that you are happy to pay for copies and shipping.)
- “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? What is your preferred method of contact?”
10. Wrap up the call.
Offer to give them your address, phone number, and email address. Ask for their mailing address and email address. Repeat or state your desire to share information you have, and tell them how you’ll send it. Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
11. Document the call.
Keep track in your genealogy database of each time you call someone and the outcome (“left a message” or summary of conversation). Having a log of calls and voice mail messages you’ve left will help you know when it’s time to follow-up with whom—and who wasn’t so interested in chatting again.
After a conversation, 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 the conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. 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. Cite the conversation as the source of the information.
Remember to respect the privacy of those who prefer to remain “off-the-record” by not naming them in sources you post on public online trees.
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 goal. 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.
Cold Calling:
“The call is not the end goal.”
Lisa Louise Cooke
14. Follow up.
Send the person a written thank-you note or email. Remind them of your willingness to share your information, and acknowledge any willingness they expressed to share theirs (restate your willingness to help with copying expenses, postage etc. and consider including a few dollars). 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. Try this service: Birthday Alarm. If you don’t know their birthday but do have an address or email, send a greeting card for the next major holiday or on your shared ancestor’s anniversary or birth date. It’s another way of keeping the connection alive and expressing that you really do appreciate their help.
Occasionally make a follow-up call. See how they are doing, share any new family items you’ve come across recently, and ask whether they have they heard or found anything else.
Resource: Genealogy Gems Premium Members can learn strategies for finding living relatives with their exclusive access to my video class, “Unleash your Inner Private Eye to Find Living Relatives.” Class includes:
- a handout summarizing 9 strategies and resources
- a resource guide for online public records (U.S.)
- a downloadable Living Relatives worksheet you can print (or open in Word) that will help you capture and organize what you learn about them
Click here to learn more about Genealogy Gems Premium website membership.
by Lisa Cooke | Oct 11, 2017 | 01 What's New, FamilySearch, Genealogy Gems Podcast, Military
Genealogy Gems Podcast Episode 209
with Lisa Louise Cooke
In today’s episode:
- David Ouimette of FamilySearch is known to his colleagues as “the Indiana Jones of genealogy” because of his globe-trotting adventures in curating record treasures. He joins us to talk about the millions of records being digitized around the world right now.
- Lots of excited emails from you!
- Compiled military service records from Military Minutes expert Michael Strauss
GENEALOGY GEMS EVENTS
Thanks for a great seminar, Texas Czech Genealogical Society! (shown right: the beautiful items you see in the foreground are Czech crystal and other traditional items)
Jake’s Texas Tea House, Waco, TX
Bill at Jakes
Magnolia Market at the Silos
NEWS: ROOTSMAGIC UPDATE
Free update for RootsMagic 7 users: version 7.5.4.0 (update primarily fixes bugs). Click on the “Update Available” indicator in the lower right corner of your RootsMagic 7 program screen.
If you don’t already have RootsMagic 7, click here to see what’s new Or click here to order the upgrade.
RootsMagic’s new TreeShare for Ancestry
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Gray recommends Lisa’s free Family History: Genealogy Made Easy Podcast
MAILBOX: FREE WEBINAR RESPONSES
“Reveal Your Unique Story through DNA & Family History”
RootsTech 2018: A First Look
RootsTech Q&A
Click the image above to watch the video
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NEW GENEALOGY GEMS PREMIUM VIDEO
Develop your search superpowers to uncover information about your family history on the web with Google at lightning speed! Explore tools like Image search, facial recognition, finding specific types of files, how to find the answers you need, and more. Click here to watch a class preview; click here to become a Genealogy Gems Premium member.
BONUS CONTENT for Genealogy Gems App Users
If you’re listening through the Genealogy Gems app, your bonus content for this episode is an easy-to-access version of the new Genealogy Gems Premium video, “Google Search Secrets.” The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.
INTERVIEW: DAVID OUIMETTE OF FAMILYSEARCH
David Ouimette, CG, manages Content Strategy at FamilySearch. He has conducted research and analyzed archival materials in dozens of countries in North and South America, Europe, Africa, and Asia. David lectures regularly and has written for genealogists, including Finding Your Irish Ancestors: A Beginner’s Guide.
Genealogy Gems Contributing Editor Sunny Morton is the author of “Genealogy Giants: Comparing the 4 Major Websites.” (discontinued) Use this jammed-packed cheat sheet to quickly and easily compare the most important features of the four biggest international genealogy records membership websites: Ancestry.com, FamilySearch.org, Findmypast.com and MyHeritage.com. Consult it every time your research budget, needs or goals change!
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. Use coupon code YEAR15 for 15% off annual plans through 12/31/17.
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: COMPILED MILITARY SERVICE RECORDS
If a clue found in your ancestor’s US draft registration records listed military service you will want next to search for his Compiled Military Service Record (CMSR).
The Compiled Military Service Records (often abbreviated at CMSR or CSR) record the name, unit, and period of service of the veteran along with information related to military service from the Revolutionary War to the end of the hostilities of the Philippine Insurrection after the turn of the 20th century.
The information varies greatly from each of the war periods that recorded this information. Besides the identifying features listed above, they typically contain muster in/out information, rank in/out details and further highlight the soldier career by recording promotions, prisoner of war memorandums, casualties, and a number of personnel papers which may include enlistment papers and other related documents. Several of the war periods also provide physical descriptions of the soldiers including; name, age, nativity, occupation, height, hair, eyes, and complexion information. This set of records represents the volunteer Army and doesn’t include regular Army enlistments. Except for limited records of the Revolutionary War and the War of 1812 for the Navy, the other branches of the military (including Navy, Marines, and Revenue Cutter Service) all have their equivalent set of records.
Your ancestor may have multiple entries in the CMSR. This could occur if a soldier served in more than one unit, or in the case of John LeMaster, who enlisted in two different armies. The Civil War divided our nation, testing the loyalty of all persons who lived during this time. Lemaster chose the Confederacy (as least initially) when in 1861 in Charlestown, VA he enlisted with the 2nd VA Infantry fighting alongside of his Brigade commander Thomas J. Jackson who later would be known as “Stonewall Jackson.” (Photos: John H. Lemaster and his family in Martinsburg, WV. Photos courtesy of Michael Strauss.)
After the Confederate loss at the battle of Gettysburg he deserted and lived in Martinsburg in what was now West Virginia where on his Draft Registration he was listed as a deserter from the Rebel Army. In 1864 he enlisted in the United States Army with the 3rd WV Cavalry, serving out the duration of the war until 1865. After the war he was granted a federal pension, with no mention of his former service in the Confederacy.
Shown on following pages: his military service records for both the Confederate and Union armies.
Access various CMSR indexes and images online at the following:
At fold3:
Revolutionary War. Compiled Military Service Record images are online for CT, DE, GA, MD, MA, NH, NJ, NY, NC, PA, RI, SC, VT, VA, and Continental Troops. Genealogists should also search the local state where their ancestors were from as some Militia isn’t included in these records.
During the Revolutionary War additional Compiled Service Records were completed for the Navy, which was broken down to include Naval Personnel, Quartermaster General, and Commissary General Departments.
One additional set of CMSR images covered Revolutionary War service along with Imprisonment Cards. Click here
Old Wars (1784-1811). After the Revolutionary War, the newly formed United States government sought to maintain a regular Army. However, volunteer soldiers who served from 1784-1811 were recorded. (One of the reasons for volunteers to be called up would have included the Whiskey Rebellion of 1793.) Their Compiled Military Service Record full images are available online here.
War of 1812. Compiled Military Service Records Indexes are online for CT, DE, DC, GA, IL, IN, KY, LA, MD, MA, MI, MS, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, VT, VA and also the Cherokee, Chickasaw, Choctaw, Creek, and Shawanoe Indians along with United States Volunteers. Full copies of CMSR are online for the Chickasaw and Creek Indians, along with the men from Lake Erie and Mississippi.
Indian Wars. Compiled Military Service Records Indexes are online for the various Indians wars from 1815-1858.
Mexican War. Compiled Military Service Record indexes are online for AL, AR, CA, FL, GA, IL, IN, IA, KY, LA, MD, DC, MA, MI, MS, MO, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WI, and the Mormon Battalion and the United States Volunteers. Full copies of the CMSR are online for AR, MS, PA, TN, TX, and the Mormon Battalion.
Civil War. Click here to search:
- Union: Indexes are online for AZ, CA, CO, CT, IL, IN, IA, KS, ME, MA, MI, MN, MO, NH, NJ, NY, OH, PA, RI, VT, WA, WI, United States Veteran Volunteers, and Veteran Reserve Corps. Full copies of CMSR for AL, AR, CA, CO, Dakota Territory, DE, DC, FL, GA, KY, LA, MD, MA, MS, MO, NE, NV, NM, NC, OR, TN, TX, UT, VT, VA, WV, United States Colored Troops, United States Volunteers, and 1st NY Engineers.
- Confederate: indexes are online for AL, and VA. Full copies of CMSR are online for AL, AZ, AK, FL, GA, KY, LA, MD, MO, MS, NC, SC, TN, TX, VA, Miscellaneous, Volunteers, Indians, and Officers.
Spanish American War. Compiled Military Service Record Indexes are online for AL, AR, CA, CO, CT, Dakota Territory, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, and United States Volunteers.
Full copies of CMSR are online for FL.
At Ancestry.com:
Revolutionary War. Full copies of the Compiled Military Service Records for CT, DE, GA, MD, MA, NH, NJ, NY, NC, PA, RI, SC, VT, VA, and Continental Troops. This database often doesn’t list the local militia as most of the men listed were part of the continental line. Researchers can access this group of records and search by keyword or location. Search here
Old Wars. This database is an index and full images of the Compiled Military Service Records of those men who served after the Revolutionary War and before the War of 1812, covering the years of 1784-1811.
War of 1812. Abstracted lists of names, state, and military units from the Compiled Service Records (no images). Search here
Indian Wars: Database with images for Florida: includes the Florida Wars, Second Creek War, and the Third Seminole War from 1835-1858
Mexican War. Full copies of the CMSR are online for MS, PA, TN, TX, and the Mormon Battalion. Search here
Civil War:
- Union:Compiled Military Service Records are searchable, with a link to the collection on Fold3 here
- Confederate: Compiled Military Service Records are searchable, with a link to Fold3 to view original images here. An additional set of Service Records comes from units that were raised by the Confederate Government and not from any of the states that comprised the Confederacy. The CMSR are available online to view the images and searchable by military unit here.
Spanish American War. Compiled Military Service Record Indexes are online that cover the same geographical areas as on Fold3 here. Full copies of CMSR are online on Ancestry for Florida here.
Free at FamilySearch.org:
Family Search has fewer Compiled Military Service Records available online that include images. One of the major collections includes the Revolutionary War CMSR’s that when searched here, the images provide a direct link to Fold3.
Most of the other major war periods are microfilmed and available through the Family History Library in Salt Lake City, Utah. With online access through both Fold3 and Ancestry provided on the computers in the library, accessing the film is less desirable.
GEM: USNEWSMAP
UsNewsMap.com
Free video helps you visualize where historic newspapers are located in the US
Suzanne’s comment: “Did you realize that this site from the Georgia Tech Research Institute is actually a wonderful search engine for Chronicling America.loc.gov. website? I have used the LOC site often, but found it cumbersome sometimes. This is a real time saver. Thanks for the Genealogy Gem.”
Lisa’s tip: In the timeline you can specify a date, like 1860 (date and month too!), then press play and it will play back and reveal the locations on mentions of your search query coming forward in time. It would be really interesting to take a word or phrase and see when it first occurred. This is a very feature-rich website!
A short YouTube video documentary on Leavittown: it’s a great example of the do-it-yourself video narratives you can make to tell your own family’s stories!
KEEP UP WITH GENEALOGY GEMS
Listen to the Genealogy Gems Podcast twice a month! Check in on or after October 26, 2017 for Genealogy Gems Podcast Episode 210. What’s coming? Paul Woodbury of Legacy Tree Genealogists will share some great tips for beginning Swedish genealogy?and much more!
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PRODUCTION CREDITS
Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Vienna Thomas, Associate Producer
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager
Resources
Download the episode
Download the show notes PDF
