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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:
#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.
#10. Wrap up the call.
#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.
In this episode, we’re going to be visiting two of the most pivotal states in the U.S. for genealogy research. These states played key roles in the development and expansion of the United States of America, and we’re going to explore a top online resource for each.
First up is the state of Pennsylvania, officially known as the Commonwealth of Pennsylvania. It was founded in 1681 through a royal land grant to William Penn, and established as a haven for religious and political tolerance. And since for over 300 years the port of Philadelphia was a major gateway for arriving immigrants, many many family trees include people who passed through Pennsylvania. One of the best and most important resources for records of interest to genealogists is the State Library of Pennsylvania, and we’ll be exploring it today with Kathy Hale, the Government Documents Librarian, and Amy Woytovich, the Genealogy Librarian at the State Library of PA.
Then we will head west to Ohio which joined the union back in 1803, and where many of our ancestors settled, or passed through on their way West. The Ohio Memory website is a rich source of historical materials that tell the story of this state and potentially many American families. Jenni Salamon, the Ohio Memory Digital Services Manager will be joining me to explain the depth of the available materials and provide insight into how to best navigate the website.
The library has been a federal repository library since 1858, and is one of the oldest in the country. The government printing office deposits materials here.
The State Library of Pennsylvania physical collection includes:
The State Library of Pennsylvania digitized items include:
Pennsylvania Documents
Example: a report for Pennsylvania of the 25th and 50th anniversaries of the Battle of Gettysburg. Includes information gathered at reunions including names, pictures, and more.
U.S. Government Documents – Serial Set
This collection includes reports to the legislature from agencies and institutions. Example: The Daughters of the American Revolution (DAR) were compelled to provide to Congress a yearly report of the names of people approved by DAR. These can be accessed through many libraries, the federal government or by contacting the State Library of Pennsylvania via email: Ra-reflib@pa.gov
Amy discusses research guides available on the website. However, here is the link to the topics she specifically mentions such as Cemeteries and Zeamer collection – recorded information about Cumberland County PA cemeteries.
These research guide pages include links to additional helpful websites.
At the top of the page look at the For General Public tab which will take you to all of the genealogy research guides. Visit the Genealogy page at the State Library of Pennsylvania.
The library’s collection of newspapers includes papers from all 67 Pennsylvania counties on microfilm. They do have a lot of digitized newspapers at the Pennsylvania Photos and Documents Collection at the Power Library.
You can find the Power Library by going to the libraries home page, and under the For General Public tab go to Our Collections > Power Library. Or visit the Power Library website at Powerlibrary.org.
Electronic Databases: you have to be a resident with a library card.
Digital Documents: you don’t have to be a Pennsylvanian to access this collection.
At the top of the Power Library home page on the right you’ll find Digital Docs and Photos.
There you will find many materials from Pennsylvania colleges including yearbooks. You can browse by subject area, with Genealogy being one of those areas.
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At the time of the interview the library was not open for interlibrary loan and lookups. Check the website for the latest updates.
The library does loan its newspaper microfilm. Up to 5 reels of microfilm per request. Kathy says that if you find a newspaper article at Newspapers.com and you see the title, date and the page that an article is on, you can provide the information to the interlibrary load reference librarian at your local library and place a request for a scan of the article from the State Library of PA microfilm. The article can then be returned to you digitally through interlibrary loan. The digitized scan is yours to keep.
Amy’s Pick: Historic maps found at the library’s website Home > For General Public > Genealogy and Local History > Maps and Geographic Information. This includes Sanborn Fire Insurance Maps. Note: log in with a library card may be required. Contact the library with questions.
Kathy’s favorite collections include:
Usage rights and copyright are important considerations when utilizing library materials. Usage depends on the individual item’s copyright. It should be researched as much as possible. Check the meta data of digital images for copyright information.
“Think of Amy and I as your personal librarians.” Kathy Hale, Librarian
Contact State Library staff by phone at 717-787-2324 or by email at:
Learn More About the State Library of PA Collections
In episode 43 of Elevenses with Lisa we discussed genealogy records available for free at the Internet Archive. The State Library of Pennsylvania has been partnering with he Internet Archive to digitize many additional items from their collection. You can access these items for free at the State Library Internet Archive Collection. This collection includes a large number of World War I materials as well as a growing number of 19th and 20th century pamphlet volumes.
Maps for Genealogy
At the website go to Home page > General Public Tab > Our Collections > Search our Resources
On the map viewer page, click the thumbnail button (looks like a checkerboard) to see multiple pages at a time. You’ll find the Download button in the bottom right-hand corner. The Print button is in the upper right corner.
Cite your source: Go back to the result page, and scroll down. Click the red button called Cite This. This allows you to copy the source citation which you can then paste into other documents and programs.
Newspapers for Genealogy
The Library of Congress Chronicling America website has many Pennsylvania old newspapers, but it doesn’t include all of the newspaper that the library has in its collection. Here’s how to find old Pennsylvania newspapers at the State Library website:
This tip comes from my book The Genealogist’s Google Toolbox and my Premium Membership video The Genealogist’s Google Search Methodology.
Many websites have their own search engine. However, each search engine is only as good as it was programmed. If you can’t find what you want on a website like the State Library PA website, try using a Google site search. Site search tells Google to search for your search terms only on the website you specify. Here’s how to do it:
In my example in the video, you can see that Google found the one page mentioning the surname in a listing of microfilms much faster than I would have found it digging around and navigating the website itself. This page was not a card catalog entry so it would not have come up in a search of the catalog on the website.
On long pages such as in my example, I use Control + F (Windows. Command + F on Mac) to quickly find the surname on the page.
Website: https://ohiomemory.org
Special Guest: Jenni Salamon, Ohio Memory Digital Services Manager
If your family has any connection with the state of Ohio – and sometimes I think it’s hard to find anyone who doesn’t have at least one ancestor who did – then you’re going to love the Ohio Memory collection and website.
Even if you don’t have a direct connection with the state of Ohio, like all collections it’s worth taking a peek. Records don’t care about state lines, and many items in the Ohio Memory collection touch far beyond the Ohio border.
OhioMemory.org was featured in Family Tree Magazine’s 75 Best State Genealogy Websites list in a recent issue of the magazine. I host the Family Tree Magazine podcast, and recently had the opportunity to interview Ohio Memory’s Digital Services Manager, Jenni Salamon for that audio show. Since there’s so much to see at Ohio Memory I’m excited to share the video of that conversation.
Ohio Memory is the collaborative digital library program of the Ohio History Connection and the State Library of Ohio. Established in 2000. It was originally established as a bicentennial project they wanted a way to capture some of Ohio’s history and share it more broadly. Ohio turned 200 years old in 2003.
Ohio Memory worked with institutions around the state to build the online collection. They picked their favorite collections which were then digitized and made available as an online scrapbook. Initial submission by 260 institutions resulted in over 13,000 contributed items, and Ohio Memory continues to grow.
Most of the contributing organizations are public libraries, and some are university libraries. Other organizations such as historical societies, government institutions, special libraries, religious archives also contribute to the collection.
A wide-variety of materials make up Ohio Memory including:
All 88 Ohio counties are represented in the Ohio Memory collection.
Everything at Ohio Memory is digital and keyword searchable thanks to Optical Character Recognition (OCR). However, they do sometimes connect back to other catalog records.
When you use the search box on the home page you will be searching both the text and the metadata provided by the contributor. If you want to search just visual items (photos, images, etc.) select “exclude full-text sources.”
It’s important to use keywords relevant to the time period that you are searching. Restrict your format to what you want right from the homepage.
The newspaper collection of Ohio Memory does not overlap with the Library of Congress’ Chronicling America collection, but they are all part of the same story and collection. They have contributed a large amount of newspapers to Chronicling America over the years. At last count there are a million pages between the two collections.
Ohio Memory focuses on titles and time periods different from the content on Chronicling America. At Ohio Memory you’ll find deeper runs of newspapers and more recent newspapers. New newspaper content is being added regularly.
They also have some very early newspapers that are significant to Ohio history such as the Ohio State Journal which was the paper of record for Ohio during the 19th century. The Ohio State Journal collection covers 1830-1875 an important time period in Ohio’s growth and the Civil War.
The Lebanon Western Star newspaper from southwest Ohio near Cincinnati and Kings Island is another important newspaper. It covers Ohio history from a more rural area.
A lot of Ohio Memory’s public library partners have access to yearbook collections through their partnerships with local schools. Many have worked to digitize their materials and put them on Ohio Memory. Some are quite early, some more recent although not very recent due to privacy concerns.
Many of the yearbooks at Ohio Memory come from northwest and northeast Ohio. You’ll also find student histories from southwest Ohio from a couple of universities, as well as other related materials such as student photos.
Yes! They used to have one collection that was behind a pay wall. That was the Underground Railroad Wilbur H Siebert collection which features information about underground railroad activities in Ohio and beyond. It’s a strong resource for looking at research methods of the era, and the stories of how the underground railroad operated. That collection was opened up a couple of years ago and has remained free.
Videos, an FAQ and search guides are available to help you learn how to dig into the Ohio Memory website. You can also reach Ohio Memory by email for additional assistance.
They continue to digitize and add new materials based on their strategic goals. Recently they focused on President Warren G. Harding since it is the 100th anniversary of his election. They are continuing to add more content to that collection.
Ohio Memory has about 40 active partners around the state that are choosing items from their own collections for inclusion. Examples include Wood County in northwest Ohio, Mount Saint Joseph University and the Sister of Charity in the Cincinnati area. They welcome new partners every year.
While you may or may not find things specifically about your ancestors, Ohio Memory offers a wonderful opportunity to find things that help fill in their story and their community.
You are free to use items for educational and personal use without needing extra permission. If you’re a family historian and you are wanting to put a picture in a presentation for your family or you just want to keep it with your own research records, you are welcome to do so.
Jenni Salamon, Ohio Memory’s Digital Services Manager says that if you want to post something on social media, simply include a link back to the Ohio Memory site so others know where it came from Ohio Memory. If you want to use an item for a formal publication or commercial use, contact Ohio Memory. Copyright varies by item and research is required.
Fort Wayne, Indiana is the home of the second-largest free genealogy library in the country. Make your plans to visit today. Learn more at https://www.visitfortwayne.com
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The places where your ancestors lived can tell you a lot about their lives. I’m going to show you a free and easy technique for plotting land in Google Earth.
Would you like to be able to find your ancestor’s property on a map today? Keep reading and watch the video to learn how. We’re going to take U.S. government survey legal land descriptions found in sources such as Federal Land Patents and quickly and easily plot the boundaries in Google Earth Pro. I’ll also show you an easy way to do it for property in Canada too.
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In the video I show you how to plot the boundaries of a piece of land in Google Earth. We’re going to take U.S. government survey legal land descriptions found in sources such as Federal Land Patents and quickly and easily plot the boundaries in Google Earth Pro. I’ll also show you an easy way to do it for property in Canada too. These strategies come from my book The Genealogist’s Google Toolbox,
These days there are actually three versions of Google Earth:
All are free, but they are not the same. The app and web browser versions are sort of “Google Earth lite.” The software is what you want because it has all the bells and whistles that will allow you to do all the things I’m going to show you today.
Plotting legal land descriptions in Google Earth has its advantages. If you’re plotting the land of your ancestors, you’ll be able to see what the area looks like today and what the current street names are. In Google Earth you’ll also have access to additional tools that you can use in conjunction with the boundaries you’re going to create, such as historic maps, area photos, and a wide range of data sets that provide more information about the area.
The first thing to do is check to make sure you have the most current version of Google Earth on your computer. Again, we’re using the software so you need to do this on your desktop or laptop computer. You want to make sure you have Google Earth Pro – LINK – A tell tale sign that you don’t is if the Google Earth globe icon on your desktop is grey and not blue. Open it and in the menu go to Help > About Google Earth. Here it should say Google Earth Pro and you can see the version number.
Check the current version number here, and if you don’t already have the program, go ahead and download it.
Now that you have it on your computer, open it up and leave it running in the background. You’ll need a decent internet connection for it to run.
Next pull up the legal land description that you want to plot. Here’s one that I have for some property owned by George Burket. I found this at the Bureau of Land Management Government Land Office Records website. This free website is where you can search for land patent that your ancestors once held.
Even though the Bureau of Land Management places it on the map on their website, you can’t download this or add to it. The advantage of plotting this in Google Earth is that you will have access to much more geographic data, you can add many more details to the map, you can use it in conjunction with other related mapping work that you’re doing, and you can save and share it.
This description gives us the exact coordinates of the property. Jot down the land description or keep it open in your browser tab so you can refer to it.
In a new browser tab, we’re going to type in http://www.earthpoint.us. This will take us to the Earth Point website.
This website is free, although some of the features are available only with a paid subscription. Thankfully, the tool for plotting your ancestor’s land patent is free. Some of the free features do require that you sign up for a free account. The feature we are going to use currently does not.
On the Township and Range – Search by Description page you will see a field for each piece of information found in the land description. It’s important to enter this information in the order presented starting with the State. Select the state from the drop-down menu. Pause a moment to allow the fields to recalculate. This allows the appropriate data to be loaded into the next field based on your selection.
After you have made each selection, click the Fly to on Google Earth button. This will generate a KML file which can be saved to your computer. KML stands for Keyhole Markup Language, which is the file type that Google Earth uses and understands. KMZ are zipped KML files which also are used by Google Earth.
Save the file to the desired location on your hard drive. Then click the file to open it. It will automatically open in Google Earth (which you already have open). The KML file is now located in your Temporary Places folder in the Places panel. The land is has now been automatically plotted on the map.
The orange outline is the township. In this example it is township T20N R14E. Click the orange ball in the center of the township for details. In the details you’ll find the total number of acres in the township, the latitude and longitude coordinates for the center of the township and corners.
The pink / magenta outline is the Section where the property is. Click the pink center dot for the details:
In this example Section 9 consists of 648 acres.
Notice that Earth Point was able to plot the land down to the Section level. However George Burket did not own the entire section. We must return to the land description for the Aliquots.
In this example, the land was the southeast quarter (SE1/4) of section 9. The land was a total of 160 acres.
We can use the Polygon tool in Google Earth to plot the 160 acres. In the toolbar, click the Polygon tool. This will open the New Polygon dialog box. Type a title, description and source citation.
As you hover your mouse over the map you will notice that the cursor is now a square shape. Click the screen on each of the four corners one at a time in order to set the four corners of the property – in this case the southeast quarter of the section. Once you have drawn the shape you can click on the handle on any corner to adjust precisely.
Click the Style / Color tab in the New Polygon dialog box to adjust the color and opacity of the acreage polygon. You can add color and thickness to the outline, and color and opacity to the fill of the shape. When you have it set the way you want it, click OK to close the New Polygon box. The Polygon is now set.
On the left side of the Google Earth screen you will see a series of panels: Search, Places and Layers. At the bottom of the Places panel is the Temporary folder. This is where the KML file was placed when it was opened. However, like its name implies, this is a temporary location. If you want to keep it, you’ll need to move it to a filed location within the Places panel. This will not change the position of the polygon on the map, only where it is filed and saved in the Places panel.
To file a polygon, click on the file in the Places panel, drag it to the desired location, and drop it. Next, go the main menu and click File > Save My Places. This will save your work so that when you close the program it will not be lost. Google Earth doesn’t auto-save.
The polygon plotting the acreage will be visible on the map when the box is checked in the Places panel. If you uncheck the box for the polygon it will still be there, but it will not be visible on the map. This allows you to create and save many items of interest without always having to have them displayed and cluttering up the map in Google Earth.
After your land polygon has been set, you may want to rename it. There are two ways to do this:
You can also restyle the polygon and edit the text. Start by going to the Places panel and click the arrow pointing at the Polygon’s globe icon. This will open it and show the nested content. Click to select the Polygon. Now you can right-click it (PC) and select Properties – OR – go to the menu under Edit > Properties. Either way it will reopen the Polygon dialog box so that you can make the desired changes. When you’re done, click the OK button to close the Polygon.
Snagit is the tool I used to capture the various views of the land I plotted in Google Earth. Learn more about Snag it by watching my videos and reading the show notes for episode 61 (for beginners) and episode 66 (advanced).
Although the Earth Point website doesn’t plot Canadian land, the Legal Land Description Converter website does. It can help you find land in Western Canada (British Columbia, Alberta, Saskatchewan & Manitoba) subdivided by the Dominion Land Survey (DLS) and the Alberta Township System (ATS).
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Gwynn: I would like to know how to match plat with GPS coordinate/ current street address.
Answer: I cover how to overlay a plat map in Google Earth and discover the current street address in my book The Genealogist’s Google Toolbox.
Roger D: How exact do you need to be in picking points? Does Google snap to mid-points of lines?
Answer: Try to be as exact as you can, however as I showed in the video you can reposition them as needed. Google Earth doesn’t snap.
Lyn: Can I do this with English tithe maps?
Answer: There isn’t a website converter that I know of. However I do cover how to overlay digitized maps in Google Earth in my book The Genealogist’s Google Toolbox.
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