The New Ancestry Site: New Features, Mixed Reviews

Ancestry new site screenshotAncestry’s new site is now available to all U.S. users–across browsers, mobile devices, and the PC/Mac divide. It’s more than just a cosmetic or branding overhaul. The way Ancestry explains it, many changes boil down to helping users find family stories and improving their mobile experience. And while using the new site is still optional (see below), there are good reasons to start using it now. Mostly because the old site will be going away–possibly along with data you enter in it from this point forward. Many users adapt without much thought; for others, these changes are painful.

Ancestry logo new site“The new Ancestry experience was based on extensive research of problems our users are facing and their current needs,” states an FAQ on Ancestry. “We surveyed and interviewed thousands of users and found that new and long-time users wanted to be able to find and write their family stories. Based on this information we decided to provide more powerful storytelling features (LifeStory), coupled with tools to make research easier (updated Facts view) as well as organize media efficiently (Gallery)….Also, “the new experience was designed to work better across all mobile devices. You’ll be able to see the media gallery, Historical Insights, and LifeStory, too. More improvements for the mobile experience are planned.”

If you’ve been using Story View, the news is mixed. The new LifeStory feature is the next generation of Story View and “is better integrated into the overall profile page.” But Story View is going away–and as of June 1, “if you edit a Story View, the information will not be changed in the new LifeStory.” Also, the current FAQ says that Ancestry still hasn’t decided whether to transfer data from the Story View to the LifeStory.

Ancestry expert Crista Cowan explains the updated Facts view in the new Ancestry site: “Just like before, you will find the facts you’ve discovered and entered about the life of a person in your tree running down the page like a timeline. You will also find that the parents, spouse and children of the person are on the right-hand side of the page just where they have always been. The big change you will discover is that the sources that support those facts and relationships are now front and center.” Read more from her blog post here. The comments on that post and on the original announcement are great places to read the mixed opinions about the new site.

Below is Ancestry’s video about the new site:

Users can currently opt in or out of the new site (click Classic Site or New Ancestry on the username drop-down menu), but that option will go away soon. If you’re still on the fence about using the new site, read Ancestry’s FAQs about the changes, especially those that affect what changes you make from this point forward. Here’s a detailed list of the planned feature roll-outs, along with the estimated dates for them.

Ancestry for saleHave you backed up your Ancestry tree lately? It’s a good idea to do it regularly. We found ourselves reminding people how to do this recently in the wake of news that Ancestry may go up for auction. Read our how-to post here.

 

Ending 2016 on a High Note with New and Updated Genealogical Collections

End 2016 on a high note with these new and updated genealogical record collections. Lisa soaked in Christmas tunes of Harlan County Kentucky’s pride and joy, Jordan Smith (winner of The Voice,) in a concert over the holidays. Harlan County can also be very proud of their incredible genealogical records. Today we are highlighting their county GenWeb page. This U.S. county GenWeb page has gone above and beyond in making Harlan County, Kentucky records accessible to the masses. Also this week, United Kingdom apprenticeship records, parish records, and Scotland mental health and prison records.

dig these new record collections

United States – Harlan County, Kentucky Records

This is not a new collection, though it may be new to you. Discovering the many U.S. GenWeb sites dedicated to genealogy is a great help to many. This week, we wanted to give a special hat’s off to the amazing work that Harlan County, Kentucky has done on their GenWeb page.

Harlan county birth 1852

You will find digital images of people, places, schools, and newspaper clippings, but the best part is their extensive birth, marriage, and death indexes. The marriage records begin as early as 1818 and end about 1925. The birth record index begins in 1852 – 1940, though some years are missing. Lastly, the death records begin in 1852 – 1959, with a special collection on coal miners deaths.

In addition to these great findings, the Harlan County Kentucky GenWeb also has:

  • Censuses

    Christian music superstar Michael W. Smith accompanies Jordan Smith singing “O Holy Night” in Dallas, Texas. 2016.

  • Court records
  • Tax records
  • Deeds
  • Wills
  • Military records
  • Bios
  • Family files

 

United Kingdom – Gloucester – Apprenticeship Records

The Gloucester Apprentices 1595-1700 at Findmypast contain over 20,000 apprentices, masters, and their relatives who were listed in the Calendar of the Registers of Apprentices of the City of Gloucester 1595-1700. The calendar has been digitized with optical character recognition (OCR), which allows you to search images of text for your ancestor’s name or a keyword.

Each record will list the apprentices trade, residence, the name of their father, the name of their master, the name of their master’s wife, the length of their term and the amount they were paid at the end of their training.

These records will be particularly helpful for those unable to find civil or church records regarding their ancestors.

United Kingdom – Kent – Parish Records

Also at Findmypast this week, over 36,000 new additions have been made to the Kent Parish Records collection. Specifically:

·         Over 14,000 additional baptisms

·         Over 1,000 additional banns records

·         Over 11,000 additional marriages

·         Over 9,000 additional burials

These new records date as far back as 1538 and cover the parishes of Wrotham, Stansted, Wouldham, Southfleet, and Leybourne.

Scotland – Mental Health Records

The Scotland Mental Health Institutions Admissions 1857-1859 at Findmypast include over 1,000 records from over 50 mental health institutions including asylums and poorhouses. Though these records tell a sad story, they may help you to piece together the family story.

Each record includes a transcript of an original document and may provide your ancestors’ birth place, birth date, former residence, and the institution they were sent to and the date of their admission.

Scotland – Prison Registers

You can search over 17,000 transcripts of prison registers in the Findmypast collection titled Scotland Prison Registers Index 1828-1884.

Each record lists the prisoners age, birth year, birth place, occupation, former residence, offence and place of imprisonment.

Start the New Year off Right

findmypast_1Here’s a New Year bargain you can’t ignore – 10% off 12 month premium subscriptions to Findmypast. Today is the last day to save! They have over 2 billion (yes, that’s billion with a B!) records and more are added every day. Make 2017 a year full of fascinating family history discoveries by clicking on this image link below.

Top 10 Archival Storage Solutions for Family Heirlooms

Top 10 Archival Storage Solutions

(This post contains affiliate links that help support our website.)
Family historians often end up with family heirlooms and documents that need archival storage. 
 
In addition to the items you already have, you may find yourself receiving things from other relatives like family bibles, scrapbooks, and military uniforms.
 
The task of correctly archiving the family history can definitely get a bit overwhelming. However, with the right tools and supplies you can make a real difference in preserving your family’s treasures for future generations.
 
Denise May Levenick is the author of The Family Curator blog and writer for Family Tree Magazine and she joins me in episode 81 to share her top ten archival storage solutions for family historians.

Short on time? This week’s video is just 20 minutes and packed with the archival solutions you need. The video premieres on Thursday and features a live chat. 

Watch the live premiere of this week’s video and participate in live chat with our Genealogy Gems YouTube channel subscriber family. (Subscribing to our channel is free. Click the red Subscribe button on the video page on our channel.)

Thursday, December 9, 2021 at 11:00 am CT 
(calculate your time zone
Length: 24 minutes

Three ways to watch the show:

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

Episode 81 Show Notes 

Download the ad-free show notes It includes a special supply checklist that can be printed out as a single page. (Premium Member log in required. Not a Premium Member? Become a Genealogy Gems Premium Member.)

(Please note: This interview transcription has been minimally altered for ease of reading and clarity.)

Lisa: I’d love to talk about the archival supplies we need. Because obviously, to complete a task and do a good job of it, we got to have the right tools. That’s certainly true when it comes to archiving.  You’ve got 10 of your top tools that I know that you’ve used as an archivist. What is number one?

1. Archival File Folders

Denise: The first thing has to be archival file folders. They are not terribly expensive. And really, what you want to do is put your item, whatever it is, in the highest quality folder or box or something to protect it right away. But since most of us have pictures and paper, a file folder really is a good place to start.

Denise recommends these archival file folders.

Lisa: That sounds great because often other family members are giving us things, and we may not have time to deal with it right then and there. It sounds like this would be a very safe place to put it.

Denise: It is. You can purchase them in a box of 50 or 100. If you have a lot of items or just 10 or a dozen folders, it really can scale to suit whatever the size of your archives might be.

We really do need to take that extra step and seek out acid-free, lignin-free archival file folders. The kind you buy at the office supply store are just not the quality you need to preserve your papers and your photos. You can actually cause more damage if you put things in those.

Lisa: Because there’s probably acids in those, right?

Denise: Right, because the regular office supply ones, particularly the kind that are just for regular office use, they have so much acid in them that they can cause your item to deteriorate even more.

Lisa: Okay, so number two I see here is flip-top document case. This sounds like a specialty item. What are we talking about?

2. Flip-Top Document Case

These boxes are so confusing when you’re shopping. The names of these document cases and boxes can be confusing. The one I use looks like a mini file folder box. That’s exactly what it is. Examples of the kinds of things you can store in them include old rolled up documents, military photos, and banquet photos. I have a process to flatten these, but meanwhile I needed to store them.

You can reuse this kind of a box for anything. It doesn’t have to just be file folders. But because it’s designed for file folders, it’s really perfect. It’s even got a little tag to pull it out on the shelf if you need to pull it out. There’s a place to add a label.

It’s about five inches wide. I like this size because when you get those file folders in there, it gets heavy and a lot of people store these up on shelves. They can be heavy to move down. I bought some real wide ones that are seven or eight inches. And man, those things are heavy! So, I recommend smaller ones.

Lisa: I have some items that are definitely odd sizes, or like you said they were originally rolled up and I haven’t flattened them out and decided what to do with them yet. So, this sounds great.

Recommended flip-top document case

The third item on your list is oversized document or photo box. So, it sounds similar. We often have larger items we’re struggling with, and we don’t want to fold it up.

3. Oversized Document or Photo Box

Denise: No, in fact, you want to unfold the item, and let those folds relax.

The archival suppliers make a box that is large, larger than a shirt box. So it might hold a fully open newspaper. Or they work well for portraits or drawings or maps. They’re typically quite shallow. They won’t be necessarily a clamshell kind of opening like the boxes we just mentioned. It might be a lift off top. But you can use it for anything. And the reason it is shallow is you don’t want to put a lot of weight on the things that are on the bottom.

If you can afford it, buy large file folders that will protect your item, and then you put it in the box.

You should keep things like newspapers separate. You do not want to store newspapers with anything else other than newspapers because they’re so toxic. The newsprint is just full of acid. You want that isolated from everything else.

4. Newspaper Preservation Kit

Lisa: So that must be why number four is the newspaper preservation kit. I didn’t realize that there was one.

Denise: Yes, newsprint is a big offender.

When I visited the New England historic genealogical library in Boston, and I got a tour of their upstairs archives. It was so exciting. I felt like I was you know, in the inner sanctum. I was shown rows and rows of archival boxes. And then just stacks of items people have donated like Bibles and books and family papers. They all had to be processed and organized. The archivists there told me they will not accept donations of newspapers. Because they are so toxic, anything they touch will turn brown. And it just degrades everything around it. So ,you want to be sure to isolate your newspapers if you’re going to keep them.

What they do at the library is photocopy the newspaper onto acid free paper. Or they scan it and then print a copy on acid free paper and get rid of the newsprint.

Lisa: That sounds like a really clever way to deal with that problem. So even if grandma gives you her newspapers, and she’s also got other stuff with it, you don’t want to keep it that way. You need to separate it out.

Denise: If you really want to keep like an obituary because it’s an original paper or something, that would be a good case for encapsulating in between two sheets of archival plastic. You can encapsulate it and then you can put it right back in that Bible because it’s isolated.

Denise recommends using this Newspaper Preservation Kit

Lisa: Alright, so next we have acid free tissue paper. What would you be using this for?

5. Acid Free Tissue Paper

Denise: I love this stuff! I keep a stack of it here at home.

One time my dad gave me a stereograph, you know the thing you hold up and there’s double pictures. He gave me one of those. It was my grandfather’s. It was in of all things an envelopes box. A crummy, terrible box. And it was wrapped in red tissue paper! Have you ever like gotten a drop of water on red tissue paper? It bleeds terribly!

In the box along with the stereo cards were photo cards. And, being my dad, (he’s very strict) it’s “my way or the highway.” So, I couldn’t really tell him anything.

I took the box and he said he wanted it right back. I had some acid free tissue paper, so I just took the red tissue paper out, and cushioned everything in that dumb non-archival box with the acid free tissue paper. I took some pictures of it and looked at the cards, and then I gave it back to him. It was in a lot better shape! So, if you have acid free tissue paper, you are golden when stuff like that happens.

You can also use it to stuff the sleeves of a military uniform or wedding dress. You can wrap a pair of baby shoes in it. You can use it between layers of photographs. It’s just really helpful to have on hand.

Denise recommends getting loads of this acid free tissue paper.

Lisa: It sounds like we definitely need a stack of it on hand at all times.

6. Acid Free Flip top Photo and Print Box

Lisa: So now we are onto number 6 and another box designed for an unique purpose.

Denise: These boxes are designed in different sizes and colors. It doesn’t matter what color they are. They’re made out of a heavier board. And actually, this little box will protect your contents against even mild changes in temperature and humidity. It’s a really good protection.

I use one that is five inches by seven inches. It’s designed to hold five by seven photos on edge. Putting them on their edge ensures that there isn’t pressure placed on them by the weight of things on top. These come in all sizes. You can get big ones that are more like a shoe box.

If you have a lot of photos, you can get dividers to use in the box. But this would also be fine. You could even use some acid free tissue and put a pair of baby shoes in there.

Lisa: Oh, yeah, absolutely.

Denise: The thing I like about these boxes is you can write on them, or you can add a label.

I cleaned out my parents homes after they died, if I came across a box like this, this says to me, “oh, there’s something special in there.”

Lisa: Yes. I totally agree with that! As I’m putting stuff together in my office, I’m thinking when I’m gone, I want something that signals to people “Keep this! Don’t toss this! This is important!” You’re kind of dressing it up and letting them give them a signal that this has been already taken care of so it needs to continue to be taken care of.

7. Archival Quality Albums

Well, number seven is archival albums. This one resonates with everybody. I mean, is there anybody who doesn’t have magnetic photo albums from 1970s, where we just struggled with things sticking and you can’t take it apart? I imagine an archival quality album would really help us with photos, negatives, letters and anything flat.

Denise: Right! The albums are designated archival quality. You want to look for a binder that is archival, as well as the inside pages. If you want to scrapbook, then you just want the paper and you would probably use photo corners. You could then write with an archival pen.

Something to be careful about is when you put a binder together. You might want to put it on a bookshelf, which is fine, but the dust can still get in from the top. Light and dust are the real enemy of things that you’re trying to preserve. So, buy a slipcover or keep them in your closet. That’s really the best place for these things because they’re protected from the light and the temperature that way.

Lisa: Good point. So, you’re saying that if you want them in your living room where people can pull them off the shelf and look at them, you will want to lay something over the top of the albums so that dust isn’t settling inside.

Denise: Yes. You know how the top of your books can get dusty!

Here’s a great selection of archival quality albums.

Lisa: Exactly. I hadn’t thought about that with my photo albums. That’s a really good point.

Sometimes we have still have negatives. I know my husband inherited a lot of negatives from his side of the family. And, you know, we may or may not be ready to make prints out of all of them as soon as we get them, but we want to keep them What do you recommend for that?

8. Negative Preserver

You can use a box that is designed for negatives. It’s shorter.

Typically the 35mm negatives came in a little plastic sleeve, and that is good to use. A lot of times you can get archival supplies at a camera store. They use good quality, and I think they have something called a print file available.

Another option for negatives is binder sleeves. They’re a full page and they have little slots to put the negatives in, and then you put them in a binder that has sort of a clamshell closing. I have several of those and they work pretty well. They protect the edges of the negatives.

Lisa: Excellent!

9. Archival Slide and Media Boxes

Number 9 takes us into even more kinds of media with Archival Slide and Media Boxes. I know when I got all my VHS tapes digitized, I couldn’t bring myself to throw them away. So you’re saying that if we want to keep different forms and media, there are special boxes for that too?

Denise: Right. There are boxes that are acid free, like the ones I showed you that are sized for media and slides. You can get metal slide boxes that are pretty nice. I would avoid wooden ones. I have a few of those we inherited. But even metal ones I found at the thrift shops. People got rid of their old slide boxes.

The Kodak slide boxes that they came in aren’t bad. Slide carousels just take up a lot of space. Remember those carousels? But you can get them and they make boxes for all kinds of things. You don’t have to only use a box that is labeled a slide storage box. You can put it in something that fits.

Lisa: Good to know.

Denise: They also make them uniquely for the different types of films.

Lisa: Yes, I think I’ve got some home movie on every type of media ever created over the decades which is a good problem to have, but it’s a challenge.

Here’s a great archival quality video cassette tape box.

10. Archive Blue E-Flute Quilt Preservation Kit

Number 10 reminds me of when you and I first met gosh, probably a dozen years ago at least. And I remember talking to you about quilts. One of your specialties is really your knowledge of dealing with textiles. So often we’re thinking photos and paper but if we’re fortunate we might have a uniform, tablecloth, quilt or other textile. Tell us what this kit can do for us.

Denise: I love these! The archival boxes that I showed earlier are wonderful, but they’re heavy. Just the box itself. Imagine you have a full size bed quilt. You need a big box which is expensive and heavy.

The E flute is a kind of plastic. You’ve probably seen it used as packing material. It’s got little ridges. And it’s kind of translucent plastic stuff. That’s the best description I can think of, but it’s very lightweight. You can order one of these boxes, it comes folded or flat and you kind of assemble it. There are other types too.

archival quilt storage solution box

Archival quilt storage solution box

I bought one for my quilts. The only trick is because the E Flute is translucent, it won’t keep the light out. I have a beautiful old velvet album quilt, and I have folded that inside a sheet and put that whole thing in the E flute box, and then stored it in a dark.  I have a little archive space where I keep that kind of thing.

They make them different sizes and in kits. I really do recommend them.

Denise recommendation: Quilt Preservation Kit

Lisa: Well, that’s the next thing on my list. I have my husband’s father’s military uniform. Part of what was holding me back in storing it was getting the right kind of box. I was thinking it was going to be one of these really heavy big boxes. So, this sounds like a really nice alternative.

Denise, you’ve given us 10 fantastic archival heirloom solutions. It’s wonderful to hear that they’re available in such a wide variety. Thank you so much, my friend. It’s wonderful to see you and I really appreciate your sharing your knowledge with us.

Denise: Thank you. It’s been nice to talk with you again, Lisa. And hope to see you again sometime soon.

Lisa: Me too!

Resources

Native American Genealogy – Episode 76

Native American genealogy research follows the same path that all good genealogy research does, but it also includes some unique records along the way. It’s a fascinating journey, and in Elevenses with Lisa episode 76 professional genealogist Judy Nimer Muhn (Lineage Journeys) joins Lisa Louise Cooke to pave the way. Judy will discuss:

  • Tribal and personal naming conventions
  • Tribal-specific resources
  • How geography impacts research
  • Native American genealogical records
  • and more…

Episode 76 Show Notes 

Native American genealogy research follows the same path that all good genealogy research does, but it also includes some unique records along the way. It’s a fascinating journey, and in Elevenses with Lisa episode 76 professional genealogist Judy Nimer Muhn (Lineage Journeys) joins Lisa Louise Cooke to pave the way. Judy will discuss:

  • Tribal and personal naming conventions
  • Tribal-specific resources
  • How geography impacts research
  • Native American genealogical records
  • and more…

Five Tribes

  • Navaho/Navajo: Diné
  • Cherokee: Tsalagi or Aniyunwiya
  • Sioux: Lakota, Nakota or Dakota
  • Chippewa: Ojibwa
  • Choctaw: Choctah or Chahta

GEOGRAPHY

Native Land Map

 Features:

  • Enter a location
  • Mouse and click around on the map to see the relevant territories in a location.
  • Select or search from a dropdown of territories, treaties, and languages.
  • Click and links will appear with nation names. Click a link to be taken to a page specifically about that nation, language, or treaty.
  • Export the map to a printable image file
  • You can turn map labels on or off to see non-Indigenous borders and towns
  • Mobile apps available for iOS and Android.
Native Map Digital Map

Native Map Digital Map

CENSUS RECORDS

Census Records at Genealogy Websites:

From the Article: “Native people were largely excluded from the federal census until at least 1860.”

Native American Research at FamilySearch Wiki

Native American Research at FamilySearch Wiki

National Archives

  • Article by James P. Collins called Native Americans in the Census, 1860-1890 which will help you understand what you may be able to find during that time period.

At the National Archives you will find:

  • Links to Native American records
  • Download data collection research sheets for free

Visit the National Archives resource page for Native American Research

The Bureau of Indian Affairs

The Bureau of Indian Affairs was required to take an annual census of Native communities. (ex. Dawes Rolls)

  • Some are available for free at Familysearch.org
  • Compiled into one collection ranging from 1885 to 1940.
  • Not all communities were represented.
  • Collection may not be fully indexed

Free Native American Genealogy Databases

  1. 1817 Cherokee Reservation Roll
  2. 1880 Cherokee Census
  3. 1924 Baker Roll
  4. 1954 Proposed Ute Rolls
  5. Armstrong Rolls
  6. Dawes Commission Case Files
  7. (Dawes Rolls) Final Rolls Index and Search the Final Rolls
  8. Drennen Rolls
  9. Guion Miller Roll
  10. Kern Clifton Rolls
  11. McKennon Roll
  12. Old Settlers Roll
  13. Wallace Roll

Library of Congress

Here you’ll find many resources including newspapers, photos and reports to congress and oral histories.

Judy found materials deep within the Library of Congress website using Googling strategies from my book The Genealogist’s Google Toolbox available exclusively at the Genealogy Gems Store.

Michigan State University

Native American Studies Research Guide: Introduction

Michigan State University Native American Resources

Michigan State University Native American Resources

Resources

These show notes feature everything we cover in this episode. Premium Members: download this exclusive ad-free show notes handout PDF.  Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here

Genealogy Gems Premium Membership

How to Watch the Show Live

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

Elevenses with Lisa Archive

See all of the available episodes here. 

Questions about Finding Show Notes: Watch this Video:

Finding and Downloading Elevenses with Lisa Show Notes

Get My Free Newsletter 

Sign up here and get the free PDF bonus download.

What to do with Inherited Genealogy – Episode 74

In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”

what to do with inherited genealogy

You’ll learn:

  • how to get started dealing with genealogy research that’s been given to you
  • organizational strategies
  • incorporating the inherited genealogy into your research
  • what to do with inherited genealogy materials you don’t want to (or can’t) keep

Original air date: Oct. 14, 2021.

Episode 74 Show Notes 

(Get your ad-free cheat sheet download in the Resources section at the bottom of this page.)

I Got Handed the Family Genealogy, Now What?

Inheriting genealogy is a big responsibility and can be a bit overwhelming. Even if you haven’t been fortunate enough to receive much from other researchers in your family, chances are your descendants will be faced with inheriting your research. That’s why this week’s Elevenses with Lisa episode 74 is for everyone!

As exciting as it can be to receive new genealogical information, it presents challenges such as:

  • figuring out if each piece of information is correct,
  • finding a way to process it and blend it into what you already have (or if you’re new to genealogy, what you DON’T have!)
  • finding a place to put it,
  • and making the hard decisions about what you can’t keep.

So in this video I’m going to share with you my top strategies that I’ve used myself more than a few times. So take a deep breath, grab a soothing cup of Chamomile tea, and let’s get started.

I’ve received many emails over the years from folks who have faced the challenge of inheriting genealogy research done by another family member.

Jim R wrote me to say:

“I am going through my family tree and have a question. My aunt spent a lot of time back in about 1985 and had a huge hardback book of printed up of the family tree. But I was told by a few family members that some of the information in it isn’t true. How do I go about doing my own research, and properly compare the info? I need to figure out what is right and what is wrong. This is fun, but frustrating at the same time. Thanks.”

Don’t Take Inherited Genealogy at Face Value

Accuracy (or lack thereof) can a real issue when we receive someone else’s work. We can’t just take it at face value, especially if the researcher did not cite their sources. There’s no way to know if an ancestor on their tree is truly your ancestor until you look at the genealogical source documents for yourself. If they haven’t listed which sources they used, you’ll have to go find them. The good news is that it should be a little easier to find them based on the information provided about the ancestor. Usually when you get a family tree from a relative, it will at a minimum include important dates like birth, marriage and death, and hopefully some of the places where those events occurred.

Jim inherited a large, compiled history book, but you may be fortunate enough to receive an entire lifetime’s worth of research. Well, some folks would feel fortunate, others may not! No matter how much you’ve inherited, the genealogical process remains the same: start with yourself and work backwards. It may be tempting to start focusing on new ancestors you see in the family tree you just acquired, but resist the temptation. We must always prove the relationships connecting us to each generation going back in time so we don’t end up adding someone to the tree who doesn’t belong there.

So let’s stop for a moment and go back to the beginning, when you first inherit your relative’s genealogy research. What do we do first?

Assess what you have inherited.

Jim received one big book. But if you’re like me you may have received boxes of items, many loose and unorganized.

I like to divide it up by families and place each pile into a separate bin, in chronological order as much as possible. I use clear stackable bins because you can see what’s inside. I’ve used these for years and never detected an ounce of damage. Damage is more likely to come from heat,  moisture and mishandling than stored undisturbed in a plain storage bin in a room temperature stable environment such as a closet.

Use 3×5 white index cards to label each bin. Use a medium black sharpie pen to write the family surname in large bold letters, and place the card inside the box at one end facing out. You will be able to see it through the clear bin. You can also simply tape it on the outside of the bin.

You’ll also need one location where all the bins can be stored until you’re ready to work on them. A spare closet or even under a bed can work. The important thing is they are all together undisturbed and easily accessible. Once items are sorted and stored, you can then pull out one bin at a time to work on.

If your inherited genealogy appears to be well organized, such as in scrapbooks, keep it in context. Don’t take it apart and divide it up. There’s something to be learned from the order in which things were added to the book.

divide inherited genealogy into bins

my spare closet with bins of inherited genealogy awaiting processing.

Take inventory and prepare to track your progress.

It’s important to recognize that it isn’t likely that all of the materials and information will be digestible in one sitting. And it helps tremendously when you set up a process that makes it easy to pick up the project and put it down easily while keeping track of where you left off.

You can track your progress in a variety of ways:

  • a project log spreadsheet,
  • Word document
  • Evernote or One Note
  • A spiral notebook

Take a moment up front to put your tracking mechanism in place and be as consistent as possible in using it.

I use Excel spreadsheets for my tracking. I find it very helpful to create a separate tab for each item within the collection (book, scrapbook, computer disk, address book, etc.) This helps provide me with a complete inventory at a glance. On each tab I add columns applicable to the type of item and information it contains.

Get a genealogy software program.

If you’re new to genealogy, or you’ve only had your family tree online, now is the time to get a genealogy software program. It will not only help you stay organized, but it will also give you a mechanism for consistently adding source citations. Your genealogy software database while also serve as the “brain” of all your efforts. The database gives you one place to focus your efforts and systematically add information. Also, it puts all of it in your control on your own computer, not solely in the hands of a genealogy website that could be gone tomorrow.

There are a handful of genealogy software database programs on the market. Family Tree Maker, Legacy and RootsMagic are all good and reliable. MyHeritage offers Family Tree Builder for free

No matter which one you choose, download and install it on your computer. Then make sure that you have an automatic cloud backup service installed and running on that computer. I have used Backblaze for years. You can get a free 15 day trial here which will give you an opportunity to see how easy it is to get up and running. (Disclosure: this is an affiliate link.)

Learn more by watching my video classes on databases and organizing your genealogical materials.

organizing genealogy video classes by Lisa Louise Cooke

Learn more with my Premium Member classes on organizing genealogy.

Start processing the inherited genealogical information.

Whether you are new to genealogy or a longer time researcher, start by entering the information you inherited starting with yourself or your parents and then add family members going back in time generation by generation. As I said previously, I know it can be tempting to jump to older generations to work on, but you must methodically prove each generational connection in order to have an accurate family tree.

In Jim’s case, he inherited a compiled history book from his aunt, so he will want to start by turning to the page that contains himself or his closest ancestor (probably his parents.) On his tracking spreadsheet he could include columns for ancestor’s name, page number and notes, and enter that information as he works on each person’s record. By doing so, he will always know where he left off.

A compiled history is just one source, and in fact, it is not even a primary source. This means that even if sources have been cited in the book, it’s important to locate and review those sources to confirm that you agree that the conclusion is accurate. After all, this is your tree and research now.

Never enter a new ancestor without cited sources. If the book or paperwork names someone, and even provides some specific information about them, your job is to go find the records to prove it. Once you are satisfied you are ready to enter the person and their information into your database, and of course, cite your sources.

A few decades ago, back when I was doing genealogy strictly as a hobby and not professionally, I found an amazing compiled family history on my Wolf family line. It contained thousands of people, was meticulously compiled and full of details, and did not include a single source!

Since the book wasn’t an heirloom or one of a kind, I found it very helpful and simple to make a small pencil tick mark next to each person as I worked on them. I set about painstakingly finding sources for every piece of information that was new or conflicting with what I had. As you can imagine, that’s a very big job. Since time is always at a premium I didn’t research everything, particularly information that was not critical to the identification of the ancestor, or perhaps was about a collateral individual. However, I did not enter anything into my database that was not researched and proven. This means you’ll need a way to keep track of what has not yet been researched. I used a red pencil to place a tick mark next to items yet to be researched about an ancestor. You could also opt to add a column to your spreadsheet to track it and then return to it later.

Did I add everyone listed in the book in my database? Absolutely not! I focused specifically on direct ancestors and included their children. Once I made my way as far back as I could go in the book, I selectively filled in additional people from collateral lines that were of particular interest or closely associated with areas that I wanted to research further. Rest assured there is no right or wrong way to do this. Do what is most important to you in the most accurate and methodical way you can.

Cite your sources every step of the way.

Talk to any experienced genealogist and you’ll probably hear some regrets about not citing their sources when they first began doing genealogy. Source citations are like an insurance policy. It’s not very satisfying to invest in it now when everything is fine, but down the road when trouble arises you’ll be glad you did.

So what kind of trouble are we talking about? No family tree is immune from occasional problems such as:

  • discovering an inconsistency in your family tree
  • uncovering a new source that directly contradicts one of your conclusions
  • being contacted by another researcher who is challenging something you have posted or published about your family tree.

The only way to address these situations is to review the sources you used. And that’s where your source citation comes in mighty handy! They help answer the questions and also prevent timewasting duplication of effort.

If the only source for a particular event is the book, go out and find the original record to verify it is correct, and cite both in your database. 

Learn more about citing your sources by watching my free video Source Citations for Genealogy (episode 60 of Elevenses with Lisa).

How to do Source Citations for Genealogy

Elevenses with Lisa episode 60

What to do when you can’t keep all the genealogy you inherited.

As painful as it is to say, it isn’t always possible to keep all of the genealogical items that come your way. The reality is that shelf and closet space have limits, and our collection can grow unmanageable when added to the research of previous generations.

Start by seeing if you can reduce it. Strive to digitize all items that you want to save that are not originals, heirlooms or not readily available somewhere else.

Need help digitizing? I use Larsen Digital. Click our link and use the discount coupon codes found on the webpage. 

Once digitized and recorded in your database, you can toss them. Recently I went through boxes of photographs I inherited from my paternal grandmother. Many were from the late 1970s and early 1980s when double prints were all the rage. By simply tossing duplicates and low quality photos (such as half of grandma’s hand over the camera lens) I was able to reduce the collection by almost a third!

Donation is also an excellent option. Digitize and take photos of the items and then they can be donated to a library, archive, genealogical society or other organization with an interest in them. Sometimes the shared interest is not as much in the particular families as the locations from which they hailed. One woman told me at a recent seminar that when she asked her local archive about her materials, they were ecstatic. They immediately spotted old buildings in the photos that no longer exist but held an important place in the town’s history. You never know what may be meaningful to others.

The Genealogy Center at the Allen County Public Library in Fort Wayne is an excellent resource for both free digitization and donation. Watch Elevenses with Lisa episode 31 to learn more.

free records at the genealogy center allen county public library

Learn more about donating your genealogy in episode 31.

I recently heard from a Hal Horrocks, a long-time member of the Orange County California Genealogical Society. In 2017 they started a program called Rescue the Research. They strive to preserve the research done by their past members. It’s a great example of making hard-won genealogy research more accessible to others while reducing the burden on closet space.

Donation isn’t for everybody. However, sadly it is sometimes the only option when you don’t have descendants or relatives interested in retaining your research. Don’t despair. Donating your research is bound to elicit a genealogy happy dance from some future genealogist who comes across your research!

You can learn more about protecting, preserving and donating your genealogy research by watching my video class Save Your Research from Destruction (Elevenses with Lisa episode 10, available exclusively as part of Premium Membership.)

Your ancestors and your descendants will thank you.

It’s been famously said that “you can’t take it with you” when you leave this earth.

You can't take inherited genealogy with you

“You can’t take it with you”

By following these strategies and addressing that reality now, there’s one very important thing you will be leaving behind: the legacy of family history. One that avoids burdening the next generation while providing a lasting connection between all of the generations of your family tree.

Resources

Get My Free Genealogy Gems Newsletter – click here.

Bonus Download exclusively for Premium Members: Download the show notes handout. 
Become a Genealogy Gems Premium Member today. 

Genealogy Gems Premium Membership

Click to learn more about Genealogy Gems Premium Membership.

Pin It on Pinterest

MENU