The Georgia Genealogical Society is hosting an all-day seminar on September 16, 2017 in Marietta, Georgia. I’m the invited speaker–and you’re invited, too! Come learn cutting-edge skills and tools you can start using in your family history research immediately. Register online until September 12, 2017. You can book me for your genealogy event here.
If you can make it to Marietta, Georgia on Saturday, September 16, I hope you’ll join me for an all-day seminar sponsored by the Georgia Genealogical Society. The event organizers have chosen a well-rounded set of classes I’m excited to teach! You’ll get cutting-edge tips on online search strategies, an in-depth newspaper research class, a unique and fun approach to working a “genealogical cold case,” and inspiring, attention-getting ideas to share your family history discoveries with your relatives.
Georgia Genealogical Society Seminar Details
Here’s what you’ll want to know now about this event:
What: All-Day Seminar with Lisa Louise Cooke Where: First Presbyterian Church, 189 Church St., Marietta, GA When: Saturday, September 16, 2017, 9:45 am – 4:15 pm (doors open at 9:15 am for registration) Hosted by: Georgia Genealogical Society; co-sponsored by Cobb County Genealogical Society Registration:Register online via PayPal by midnight on Tuesday, September 12, 2017, to get the regular event price and the class handouts.
And boy oh boy are we going to dig into genealogy!:
10:15 am:Google Books: The Tool You Should Use Every Day! Over 25 million digitized and searchable free books are at your fingertips with Google Books. Learn how to make the most of this goldmine chock full of historical data. (This is a brand new class in 2017 and was a BIG hit at Rootstech,)
11:30: Get the Scoop on your Ancestors with Newspapers. Yearning to “read all about it?” Newspapers are a fantastic source of research leads, information and historical context for your family history. Learn the specialized approach that is required to achieve success in locating the news on your ancestors. Includes 3 Cool Tech Tools that will get you started.
(12:30-2:00 pm: Lunch is on your own)
2:00 pm: How to Reopen and Work a Genealogy Cold Case. Become a genealogical detective in this vital session. You’ll learn to track ancestors like a criminal cold case detective, sniffing out holes in your research and getting missing information on the record with cutting edge technology.
3:15 pm: Inspiring Ways to Capture the Interest of Non-Genealogists. If you are researching your family tree but haven’t shared it with your family in a way that sparks their interest, then you are only experiencing half of the joy of genealogy! And if your descendants don’t grasp the importance of their heritage, your hard work may tragically find it’s way to the city dump when you are gone. Don’t just collect your family history and store it away in binders and files! Learn how creative displays and crafts can capture the imagination of your non-historian friends and relatives, while honoring your ancestors. These projects are guaranteed to inspire your family to ask you to tell them more about the family tree!
Click here for more about the event and to register.
4 More Ways to Learn New Genealogy Skills
If you can’t be in Marietta (darn!) on September 16, check out these free options for learning with me and the rest of my team here at Genealogy Gems:
Subscribe to my free weekly e-newsletter. You’ll get my free Google research e-book as a thank you gift. Simply enter your email address into this box, and I’ll deliver news, how-tos and stories from my blog, including my popular weekly update of new genealogy records online.
Listen to the free Genealogy Gems podcast. My flagship audio show has been delivering in-depth stories, research strategies, tech tips and more for more than 10 years–with more than 2 million times worldwide. Why not listen for yourself?
Subscribe to my YouTube channel. Watch, learn and be inspired with the many genealogy how-to videos I’ve shared on my YouTube channel.
Thanks for sharing this event invitation with your friends. I hope to meet you in Marietta, on social media or as a new listener or email subscriber!
Damage reports are surfacing in the aftermath of Hurricane Harvey. Today we discuss how two Texas library collections have fared, and disaster recovery strategies for genealogy researchers. I’ve got a fantastic get-started video tip for those trying to rescue documents, photos, and other family heirlooms–and the two steps everyone should take to protect their priceless genealogical collections.
Port Aransas, Texas
My heart goes out to those who have been in the paths of Hurricanes Harvey and Irma recently. Knowing I live in Texas, many of you have asked how my family is doing. I’m happy to report that the storms didn’t reach those of us here north of Dallas. However, our daughter Hannah and her husband, while thankfully safe after evacuating from their home on the Texas shore, suffered the loss of their car and other possessions, and Hannah’s workplace was destroyed. They are now part of the relief and recovery efforts, and look forward to when they will be able to return to their home, which is currently uninhabitable. We feel very blessed that they are safe and sound, and our prayers go out to all who suffered losses.
Disaster Recovery for Genealogy Libraries
Clayton Library Center for Genealogical Research, Houston, TX. Wikimedia Commons image; click to view.
As lives are secured and order begins to be restored in devastated areas, I’ve wondered how various genealogy libraries and archives have fared. Genealogy Gems listener Chris emailed me with an alert that the Clayton Library Center for Genealogical Research in Houston, Texas has suffered some damage. “So sad for genies!” she writes. Indeed! The Clayton is one of the top public library genealogy research centers in the United States.
Not wanting to disturb their recovery efforts with a phone inquiry, I’ve turned to Google searching and social media for a status report. The Houston Public Library Foundation states that the Clayton is among one of 10 library locations that are “unable to open due to various building damages.” The Clayton Library Friends Facebook page offers more specifics–and this hopeful report:
“Yes, there was some flooding at Clayton Library and according to Susan Kaufman, Manager, Clayton Library is closed this week. Clayton Library staff will be deployed to other libraries that are open.
Clayton Library did suffer some water damage but it was not really that bad. They just need to decide how best to proceed since they were planning on doing renovations soon anyway.”
CityofHouston.news tells us what Clayton staff may be doing at other library branches: “The services and resources that are available at your library system include free access to WiFi and computers, one-on-one assistance with filling out applications and forms, and access to the expertise of library archivists who can assist you in preserving and saving precious family memorabilia such as books, letters and photographs that may have been damaged in the storm.”
Chris’ email encourages us to support the recovery effort for Houston’s libraries through the Houston Public Library Foundation: here’s the link she sent to their donation portal.
Port Arthur Public Library, Port Arthur, Texas. Image from library website.
Down on the coast, another library system wasn’t so fortunate. The Port Arthur Library will remain closed for months, reports the Port Arthur News. “The Port Arthur Public Library was one of many buildings hit hard by Harvey,” states an article by L.V. Salinas. “It sustained flood damage and the subsequent mold issue inundated buildings often face afterward. It also sustained substantial damage and loss of property of its books, computer equipment, archives and more.”
Crews are working to clean up and preserve what they can. High priority is being given to their historical and genealogical resources: “One of the costlier processes was the freeze-drying of irreplaceable items like genealogy records, microfilm, Port Arthur historical photos and collections. The intent, as performed by companies contracted by the city, was to prevent any further damage from taking place, kill the bacteria that’s present and preserve the items long enough for a transference of information by experts.”
The Port Arthur History Collection is proudly described on the library website; it includes a collection of historic photos that were lovingly organized by volunteers and placed in archival-quality storage. “It’s one of our highest buy testosterone medication priorities,” states a library official in the article. “It’s time sensitive, and it has to happen now….We have to preserve it now.”
Disaster Recovery for Genealogy Researchers
As genealogists, we to have our personal and precious libraries and archives. We build trees in software–some of us spending hundreds or thousands of hours on them. We may have files, books, and other research materials. Many of us are family archivists: the stewards of priceless original family documents, photos, and other artifacts. Here’s some level-headed counsel for after a disaster strikes–and here’s what the rest of us should be doing now, before another disaster.
After a Disaster: Take It One Step at a Time
If you’ve been affected by a recent disaster, I’d like to share this fantastic, level-headed advice from Rennee Tallent, Galveston Historical Foundation’s Manager of Historic Collections (Galveston, Texas was hit by a hurricane in 1900–the “deadliest natural disaster in American history”):
I love her compassionate advice:
“Walking into [your home after a disaster] is very overwhelming. Try to take a deep breath and think about the things that matter most to you and what your priorities are. Take it one piece at a time: after you’ve finished that one, move on to the next.” -Rennee Tallent, Galveston Historical Foundation’s Manager of Historic Collections
Start your recovery efforts with whatever matters most to you, Renee says. But she reminds us that certain items are more vulnerable to destruction than others, so try to also focus on things made out of paper and photographs, then cloth, then wood. Leave your china, silver, and glassware until these other items have been stabilized.
Before Disaster Strikes: Digitize and Back It Up!
If a disaster strikes, most of us won’t have the time to grab all our genealogy research files, photographs, and other precious heirlooms. But many of these items are one-of-a-kind–unless we make them two-or-more-of-a-kind!
As family archivists, we can best preserve our past by:
Digitizing it. Make high-quality digital scans of original documents and photos. Take digital pictures of three-dimensional heirlooms such as clothing, handicrafts, even quilts.
Backing up your digital files. Should a disaster occur–whether storm, theft, or fire–your computer may suffer the same fate as any original documents and heirlooms in your home. So I recommend investing in an automated, cloud-based backup service for your computer.
For a few dollars a month, a cloud-based backup service will continually back up your computer files to a remote server. In the event of any loss (including a computer crash), you can download them again. Having a digitized version of those original Civil War letters or photos isn’t quite the same as the real thing–but it’s so much better than having them disappear entirely. And if you’re like me, your computer doesn’t just house your photos and research files. It may have hundreds or even thousands of work files, personal files, music, or video files and more.
I use Backblaze for my personal computer and to back up thousands of Genealogy Gems audio, video, and other files. Backblaze is made for everyday consumers: it’s affordable and easy to use. Do your research yourself and choose the best cloud-based backup for you (click here to read the 8 features you should be watching for).
Our Service “Happiness” Manager, Lacey, experienced first hand the benefits of having her computer backed up:
Right after our Genealogy Gems seminar in Dallas in early August, I came home, sat down to work, and discovered my laptop had died. I tried everything I could find to get it going again (thanks to Google search results) but it couldn’t be revived. Thankfully, I had both Backblaze and Dropbox installed on my computer, and I didn’t lose any files at all. I was able to get everything back! Even my Google account saved all of my settings and bookmarks for my Chrome browser, so when I got my new computer, just about everything was restored as though nothing had happened. I was SO RELIEVED! Planning ahead really paid off!
(If you decide to go with my favorite, Backblaze, thanks for clicking here to purchase it. The modest commission we receive supports the free information I provide on this website and the Genealogy Gems podcast.)
My sincere wishes for the safety of your families–and your family history.
Podcasts are hotter than ever. Folks listen while doing a wide range of activities: working, exercising, commuting, cooking or simply relaxing.
My hope is that as you listen to the free Genealogy Gems Podcast(and the ad-free Genealogy Gems Premium Podcastto which our members have exclusive access) you’ll not only listen, but put into action the ideas and strategies that you hear.
That’s why it’s so rewarding when a listener takes the time to write and let me know what they accomplished using the techniques they heard about on the show or in our videos.
Busting Genealogy Brick Walls
But can a podcast help you bust a genealogical brick wall? Well, according to listener and Genealogy Gems Premium member Natalie Zett, you bet they can! With Natalie’s permission I want to share her email with you today because I believe it will not only inspire you, but it also provides an excellent example of how to apply what you hear.
“Hi Lisa Louise and the Genealogy Gems Gang –
As a long-time listener and Premium Subscriber, I recently put everything I’ve learned from you to the test!
I’ve traced most of my direct ancestors back to the 1500s–and have a fairly complete family tree. So, I figured that there weren’t any BIG things left to discover.
Then, a few months ago, I searched my father’s surname, “Zett,” among my Ancestry.com (DNA) matches, fully expecting to see family members that I already knew. I wanted to know if they had photos or other records that I didn’t have so I could stay current.
I saw the list of usual suspects (cousins that I’d grown up with), but also saw a handful of new 4th cousin matches who had the surname Zett in their family trees. I had no idea who any of these matches were!
A closer look revealed that those matches with family trees shared a common ancestor: “Caroline Zett,” who was born “in Hungary” around 1859 and died in Syracuse, New York around 1899.
The records for Caroline were scant–besides the family tree listings, there were only a few census entries, and marriage certificates for her children. Initially I thought she married into our family, but it appeared that Zett was her birth name. “Caroline” however is not a name I would expect to see.
My Zett ancestors are Carpatho-Rusyns, an ethnic minority from the part of the former Austro-Hungarian Empire that is now Eastern Slovakia.
Our surname was “Zid” in Slovak or “Zsid” in Hungarian, but in terms of first names, there wasn’t much variation.
My direct-line female ancestors were: Maria, Anna, and Elizabeta. Within their nuclear families, names were often recycled. For example, if a girl called Maria died and another girl was born later, she might also be named Maria –this made family tree work a lot of fun! So, “Caroline” didn’t fit into that naming tradition–and, to my ears, didn’t sound Slavic.
Caroline’s husband was called John Frisco, which also didn’t sound very Slavic (the Frisco’s I knew were all Italian). Marrying outside of one’s ethnic group in the 1880s would have been unusual, so that also was a puzzle.
And Syracuse, New York was also perplexing. My grandparents on both sides immigrated from Eastern Europe to Johnstown, PA, and those who did branch out, moved westward. I knew of no one in the family who settled in New York.
Famous for a flood: “Wreck and Ruin, Johnstown, PA U.S.A.” Kilburn Brothers, Photographer (Public Domain)
What was going on here? The brick wall I was hoping to scale was turning into genealogical quicksand!”
WWLLD Leads to 4 Actionable Steps
“So, in the spirit of WWLLD (“What Would Lisa Louise Do?”), I countered that confusion with the following actions!!
1. Created a private family tree on Ancestry for Caroline (Editor’s note: an idea discussed in episode #229) and her descendants and conducted records searches, which provided clues:
Two of Caroline’s children were listed as being born in “Hungary” which is something I’ve often seen in my early research (for years, I thought I was Hungarian!)
Another child was born in Johnstown in 1888. Besides the Johnstown connection, this was significant since my great-grandparents briefly lived in Johnstown during that same time period before returning to Slovakia.
The obituary of another child mentioned that she was buried in a Greek Catholic cemetery in Syracuse. This was also significant since, at that time, Rusyns were usually members of the Byzantine (Greek Catholic) church.
2. Used triangulation to validate that all of these “Caroline” matches belonged to my paternal grandfather’s family.
3. Reached out to the DNA matches (heard from just one person who had no information about Caroline).
4. Also used Ancestry’s “Predicted relationship” tool, which showed that these matches and I shared the same gr-gr-great grandparents.
All signs pointed to Caroline being the sister of my paternal great-grandfather, Andreas. But the records for my great-grandfather’s siblings listed Maria, Anna, Anna, Anna, Anna, Elizabeta, George, and Adam. (Yes, there were four different Anna’s among those siblings!). No Caroline to be found there.
I took a closer look at those records though and found that Elizabeta was born the same year as “Caroline” (1859) and later married Joannes Fecko (which sounds somewhat like John Frisco). This is where my intuition kicked in and said I’d found them!
Still, I wanted to be sure, and consulted with a cousin who’s an expert on our Rusyn ancestors. Having traveled back and forth to our ancestral home village, Olsavica, Slovakia many times, cousin Dave has collected lots of records throughout the years. (Most of these records are unavailable online).
Dave reviewed these records against my research and found the marriage for Elizabeta and Joannes. He further found the birth records for two children who were born in Olsavica. The names and birthdates of these children exactly matched the records for the children I’d located.
He concluded that Elizabeta and Joannes immigrated to America in the late 1880s and would have been among the first immigrants from Olsavica to venture to the USA.
He further theorized that, after my great-grandparents returned to Olsavica, Elizabeta and Joannes may have decided to adapt to America ways quicker than they would have otherwise to survive, thus adopting names that (to them) sounded more American.
So, Elizabeta became Caroline and similarly, her husband, Joannes Fecko, became John Frisco! Also, since Elizabeta and Joannes were living in Johnstown during the great flood of 1889, that might have inspired them to relocate to Syracuse.
This is the first time I’ve run into this type of name switching in my ancestral research!
In tandem, I wonder if any living Frisco cousins grew up thinking they had Italian ancestry –and are puzzled as to why this isn’t showing up in their Ancestry DNA results!
Should I ever establish/reestablish contact with any of them, I’m sure they’ll be surprised as well!
I didn’t realize how much knowledge I’d absorbed (actively or even passively) from listening to your podcasts, watching your videos, and reading your articles. But whenever I hit a roadblock, I always had another tool I could pull out, e.g., Hit a dead-end with records? No problem, just study the DNA matches (editor’s note: as we discuss in many Premium videos and podcast episodes like Episode #197.) When that stops working, look at newspapers and Google Books! I had it covered!
(Editor’s note: Here’s a listing of all our articles on Newspaper research. Genealogy Gems Premium eLearning members can watch the full length video class Google Books:The Tool You Should Use Every Dayhere.)
Newspaper found! “Solomon Levi, who was arrested by Deputy United States Marshall Spaulding last week at Split Rock, was arraigned before United States Commissioner Northrup yesterday on a charge of selling liquor without a license, and was held under $500 bonds for the United States grand jury. The principal witnesses were John Frisco, a Hungarian saloon keeper, and his 13-year-old daughter, Mary, who also acted as interpreter to her father. The little girl was pretty and cute and her had own opinion about things. Frisco said that Levi, who lives in this city, had peddled whiskey and alcohol for about three years and carried it in jugs along with clothing and other things which he sold. John Scallion, a hotel keeper, said that he knew Levi as “Old Alcohol,” United States District Attorney (illegible) of Oswego appeared for the people as: S.D. Solon for the (illegible).” January 16, 1896. The Syracuse Standard.
Although I didn’t get this written until (now), rest assured that I thought of each of you at Genealogy Gems and was so grateful!
Thank you for helping me place my Great-Aunt, Elizabeta/Caroline and her descendants in their rightful place in our family tree!! It’s quite a story and I couldn’t have cracked that wall without you.
Thanks for the continual inspiration. I swear my IQ has gone up several points since I began listening to GG!
With gratitude, Natalie Zett”
Share Your Story
Reading the challenges faced and strategies used by other researchers can help to reinvigorate our own genealogical search. Thank you to Natalie for taking the time to write and for providing permission to share her story.
Have you made an exciting discovery thanks to something you heard on the Genealogy Gems Podcast? Please leave a comment below!
When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
Watch episode 71
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.
Three ways to watch: 1. Video Player (Live) – Watch live 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 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisaepisode 7.
Conclusions added to Master Genealogy Database (Software on your computer)
Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
Archival Paper Storage (your binders.) See episode 6(Paper Archiving)
Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)
Incoming Genealogy Sources
Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:
Items I’m exploring for the potential application to my current research project
Items pending analysis
Unproven items
Items playing a role in a bigger research question that I want all together for now.
Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
Capture and hold items
search and retrieve more effectively than on my computer thanks to OCR (subscription)
work my genealogy research plan
easily collaborate with another researcher by sharing a single link
Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
Example:Items pertains to my family but not part of my current research project.
Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
Items to I want to keep that have been processed.
Digital scans of visual items. Examples: Family Photos, old postcards
Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
How to save a document image to your hard drive from Evernote.
You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!
How Do I Find It Later?
My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).
“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke
When I want to refer back to one of those sources I would look in one of three places:
My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
Evernote (particularly if the source is part of my current research plan.)
The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
Final Thoughts
Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.
Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)
For a few dollars a month, a cloud-based backup service will continually back up your computer files to a remote server. In the event of any loss (including a computer crash), you can download them again. Having a digitized version of those original Civil War letters or photos isn’t quite the same as the real thing–but it’s so much better than having them disappear entirely. And if you’re like me, your computer doesn’t just house your photos and research files. It may have hundreds or even thousands of work files, personal files, music, or video files and more.
