Elevenses with Lisa is our little slice of heaven where friends get together for tea and talk about the thing that never fails to put a smile on our face: Genealogy!
Are you ready for a year of successful genealogy? Learn how to develop an effective research plan, and preserve and protect your genealogy. Keep reading for the show notes that accompany this video.
10 Questions to Rate Your Readiness for Genealogy Success
1. Have you selected a place to start?
I started learning how to play the guitar in 2020. I began with an online course to learn the basics, and I picked one song that I really wanted to learn how to play.
For three months I worked my way through the course and played that song over and over every day. This resulted in two things: I learned how to play the song, and my husband took a blow torch to my guitar! (Just kidding.)
At the end of those three months I had several weeks where I just didn’t feel I was making any progress at all. I practiced every day, but I wasn’t getting anywhere.
It turns out that I had reached my initial goals – I knew the most popular chords, had memorized the Pentatonic Scale and could play the song Crazy On You for a captive audience in my home. However, I had not stopped to identify my next set of goals. Therefore, stagnation set in.
In an effort to restart my learning and success trajectory, I spent an evening looking through my record collection and I made a list of 6 of my favorite songs. Then I put them in the order I wanted to learn to play them. Most importantly, I identified which one was my top priority to learn. Once I did that, I knew exactly how I was going to spend my practice time.
It sounds simple, but finding and deciding on the place to start (or restart) is really easy to miss. When it comes to genealogy there’s always a bright shiny object online ready to gobble up a few precious minutes, or hours, or days! Having a predetermined project goal in mind will help you get down to business faster and keep you from wandering aimlessly.
2. Have you developed a project research question?
Once you know what your project will be, it is time to formulate the general question. In other words, what is the question you are trying to answer?
In this episode I shared the family story that had been handed down the McClelland family about their ancestor Washington McClelland. The story went like this: “He immigrated to the U.S. from England. He was working on the railroad when he met a girl in Idaho. She became pregnant. They married. He converted to the LDS church. They raised a family together.”
The general research question was “is this story true?” That’s a big question, and one that we’ll break down further in question #3.
Genealogy Gems Premium Members can learn more about formulating research questions by watching the segment HowAlice the Genealogist Avoids the Rabbit Hole Part 1 in Elevenses with Lisa Episode 2. It’s available in the Premium Videos area of the Genealogy Gems website. Don’t miss the downloadable handout! You’ll find the link under the video. (Learn more about becoming a Premium Member here.)
3. Do you have a Research Plan for your genealogy project?
The general project question can usually be broken down into several bite-sized actionable questions. In the example of “Is the story about Washington McClelland true?” we can break that question down into several questions:
Where exactly was Washington from in England?
When did he come to the United States?
Why/how did he end up out West?
Did he work on the railroad?
When and where did he marry?
When was their oldest child born?
Did he join the LDS church?
And many of these questions can likely be broken down further. These more focused question help provide the framework for the project’s research plan. They can then be re-sorted so that they follow a logical progression of answers.
The next step will then be to identify and prioritize the sources (records) that are likely to provide the necessary relevant evidence. Then determine the order in which you will locate each identified record. Finally, add where you think you can find the records to the plan.
4. Do you have the research forms you need?
There are many different types of genealogy research forms: research logs, blank record forms, checklists, just to name a few.
Research logs are great for keeping track of your research plan progress. Blank record forms (such a blank 1900 U.S. Federal Census form) are very handy for transcribing the pertinent information for analysis. And checklists (such as a list of all types of death records) help ensure that you don’t miss and records, and you don’t look for the same record twice!
Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.
Having an organizational system in place takes the guesswork out of where things should be filed, making it much more likely they will actually get filed. It also ensures that you’ll be able to put your hands on your records whenever you need them.
Here’s a secret: There is no one perfect filing system. The most important thing is that it makes sense to you and that you are consistent in how you use it.
In Elevenses with LisaEpisode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)
As you work on your genealogy research you’ll find there are two important tasks you will be doing often:
Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)
Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:
Place a “to be filed” basket next to your desk.
Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.
7. Do you have the supplies you need on hand?
Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.
Here’s what my shopping list looks like:
3” 3-Ring View Binders
(allow you to customize covers & spines)
1” 3-Ring View Binder
1 box of Acid-Free Sheet Protectors
3-Ring Binder Tab Dividers
8. Have you settled on a file naming scheme?
How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.
Here’s what my basic file naming format looks like:
Year (will force chronological order)
First Name (filed in surname folder)
Location
Example: 1920_robert_m_springfield_oh
Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.
8. Are you prepared to make copies?
Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data.
Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off from its cloud hosting service. According to the Wall Street Journal, “other tech partners also acted, crippling operators.”
Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.
My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:
The bottom line is that our family history is our responsibility to preserve and protect. While we can benefit from sharing copies of it online, putting all our genealogy eggs in only the online basket puts it at risk because we don’t have control.
While I love the idea of going paperless and I’ve been striving to do that in recent years, I’m changing my tune on this. For several years I’ve been strongly recommending that you get your own genealogy software on your own computer and use it as your master database. All online family trees are simply copies. Many people, particularly those who rely solely on FamilySearch often wondered why I was so concerned. The events of this week make my point and put an exclamation point on the end of it.
Making digital and paper copies of your data is a simple strategy you can put in place today. This means regular print outs of your tree, family group sheets, and the most important genealogical documents. I keep mine in a portable fireproof safe.
We can also make digital copies as well. For example, last year I had all my old home movies transferred to digital and they are stored on my computer. I went the extra step to get copies on DVD and I also copied the digital files onto a terabyte hard drive that is in the fireproof safe.
Remember, your computer is connected to the Internet. If you’ve ever woken up to a Windows update, then you know that tech companies can make changes to your computer. Having your own paper and digital copies are just extra insurance that certainly can’t hurt.
Here’s a checklist of things you can put in place today:
a good printer
extra ink
a stock of paper
a portable terabyte hard drive
Ideas for saving paper and ink:
Print only the most important documents that might be more difficult to replace.
Focus your printing on direct ancestors.
Print in draft mode (depending on the document) and / or black and white to save ink.
Make double-sided copies.
When possible, add two documents to each side of the paper so that one piece of paper holds 4 documents.
9. Is your computer backed up to the Cloud?
I use and recommend Backblazefor computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:
Image courtesy of Backblaze.
I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html
Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:
What is cloud backup?
Why should I use cloud backup?
How does cloud backup work?
Is cloud backup safe?
What should I look for when selecting a cloud backup service?
My personal cloud backup choice
10. Have you scheduled ongoing education time?
Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.
Thank you for making Elevenses with Lisaand Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!
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Recap:10 Questions to Rate Your Readiness for Genealogy Success
Have you selected a place to start?
Have you developed a project research question?
Do you have a Research Plan for your genealogy project?
Do you have the research forms you need?
Have you established Your Filing System?
Do you have the supplies you need on hand?
Have you settled on a file naming scheme?
Are you prepared to make copies?
Is your computer backed up to the Cloud?
Have you scheduled ongoing education time?
Elevenses with Lisa Archive
Premium Member have exclusive access to all of the archived episodes and downloadable handouts. Visit theElevenses with Lisa Archive.
Let us know if you found this video and article helpful. I’d also like to hear from you about the topics you would like to learn more about in future episodes. Thanks!
In this episode, I chat with Angela Walton-Raji, expert in U.S. and African-American research, about tips for interviewing relatives and taking your African-American family tree back to the era of slavery.
Other highlights of this episode include:
A RootsTech 2017 recap, with info on archived streaming sessions;
Great news from Findmypast about its new Catholic Heritage Archive;
A ground-breaking study from AncestryDNA that identifies specific migration patterns among genetically-related clusters of people;
Follow-up mail from Lisa’s Episode 200 celebration;
An expert Q&A on finding relatives who don’t appear in the census where you expect them to;
A teaser clip from the upcoming Genealogy Gems Book Club interview with Annie Barrows, author of The Truth According to Us.
ROOTSTECH 2017 RECAP
Genealogy Gems booth streaming sessions are on the Genealogy Gems Podcast Facebook page. “Like” our page, and then scroll down to Videos and click See all (shown here).
You’ll find:
Lisa Louise Cooke: Google search methodology for genealogy, using Google Earth for genealogy and creating memorable, easy family history videos;
Diahan Southard: Understanding your DNA ethnic pie chart;
Amie Tennant: Digital journaling and scrapbooking;
Sunny Morton: Jogging your memories and “Genealogy Jackpot” (on researching her ancestors’ survival of the Great Johnstown flood of 1889.
POPULAR ROOTSTECH STREAMING LECTURE “THE BIG 4” NOW ONLINE
Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/Lisa.
INTERVIEW: ANGELA WALTON-RAJI
Angela Walton-Raji instructs the African-American Genealogy Research Essentials webinar.
Angela’s oral history questions: What to ask your elders
Did they happen to know anyone who had been born a slave when they were a child?
Who was the oldest person that you remember when you were a child? And did that person ever talk about anyone who may have been enslaved?
What do you know about where the family was from? (Were we always from Georgia, or, were we always from Pennsylvania, or was there a time when we came from another place? (Read more about the Great Migration she mentioned.) Why did we move? Who remembers that journey?
Were people involved in the Civil Rights movement, in the Garvey era, with the Freedom Riders, or other important events in their lifetime? What kinds of things did they see?
Who in the family participated in the military (in World War II, I, the Spanish-American War)? African-American military units through the mid-20th century were still referred to as Buffalo soldiers. (She mentioned the Triple Nickel, a unit of all-black World War II paratroopers.
Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search WebHints on FamilySearch.org, Findmypast.com and MyHeritage.com. Soon RootsMagic will also be able to search records and even sync your tree with Ancestry.com, too.
EXPERT TIP ON FINDING ANCESTORS “MISSING” IN CENSUSES
Read their Q&A: Kate Eakman takes on a Gems listener question from someone who has already done a lot of work trying to locate a relative in the 1940 U.S. census
Legacy Tree Genealogists provides expert genealogy research service that works with your research goals, budget and schedule. The Legacy Tree Discovery package offers 3.5 hours of preliminary analysis and research recommendations: a great choice if you’ve hit a brick wall in your research and could use some expert guidance.
There is no doubt that this is an exciting time to be a genealogist. Here at Genealogy Gems, we are announcing new record collections online every month, advances in genealogy databases and their ability to retrieve the information we are looking for, and of course, DNA testing. There really has been no time in history where such a wealth of information about our past has been so readily available to so many.
In another ground-breaking development in the DNA world has been a recent publication in a scientific journal by the scientific team at AnccestryDNA. It is titled, “Clustering of 770,000 genomes reveals post-colonial population structure of North America.” Or, in more understandable terms, “Your DNA can tell us where you came from in America in the last 500 years.”
Wow, right? So how did they do this?
Well, the power really is in the numbers. In this particular paper they used 770,000 people, but now that they are approaching having testing 4 million people, you can bet the same principles will be applied to a larger data set and we will see even more as a result. But even though it takes a large data set to accomplish this, it really all still comes down to the relationship of two people.
To start, Ancestry determines how just two people are genetically related. Then they find how those two are related to a third, again, looking only at pairs of people. This goes on and on and on until everyone in the group as been compared. Then we use a graph to plot those relationships, with those more closely related clustering around each other. Then the real key, the point where we see the marriage of genetics and genealogy: they add in the family history information for each of these individuals in the cluster. What they found was astounding. They have displayed the data in Figure 3 in the paper:
Distribution of ancestral birth locations in North America. Summary map from Nature Communications; click to see article with full explanation of map data. Image used with permission of Ancestry.com.
It is a map of the United States with colored dots scattered across the landscape. The location of the dots corresponds to the genealogy of those tested, while the color of the dots relates to their genetic clustering. Those who clustered closest together are the same color. The result is a nearly perfect rainbow, with each color holding its respective spot on the map, with very little overlap between groups. (There are actually two maps in the paper, just to make things easier to see.)
We might be tempted when looking at the maps to think, oh, well, of course there is a large population of European Jews in New York, everyone knows that, no breakthrough there. But it IS!! This isn’t their family history, or their accent or their culture that is telling us this, it is their genetics!
As if that wasn’t exciting enough, further on in the paper they describe how we can trace migration patterns of different groups over just a few generations. In the paper they specifically mention French Canadians and Cajuns/Acadians, but this same principle can theoretically be applied to dozens of other groups.
For example, let’s say you have an ancestor in Texas about 4 generations ago, but you aren’t sure where she came from. If technology like what is published in this paper ever reaches your testing company, your DNA could tell you that you fit into the Lower South group, meaning that your ancestor likely hails from, well, the South!
This is just a glimpse into what the advances in genetics are bringing to your genealogy toolbox. So hang on to your hats, and keep tuned in here at Genealogy Gems for all of the latest updates.
It’s the summer of 1938, and wealthy young socialite Miss Layla Beck is now on the dole as a WPA worker, assigned to write a history of the small town of Macedonia, West Virginia. As she starts asking questions about the town’s past, she is drawn into the secrets of the family she’s staying with and drawn to a certain handsome member of that family. She and two of those family members take turns narrating the story from different points of view, exploring the theme that historical truth, like beauty, is often in the eye of the beholder.
Annie Barrows is also the co-author of The Guernsey Literary and Potato Peel Pie Society. This novel takes place after World War II in a London recovering from the Blitz and an island recovering from German occupation. At the heart of Guernsey is an unlikely love story and the inspiring tale of a community that took care of each other in their darkest days with humor, compassion and good books.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
The Genealogy Gems Podcast
Episode #205
with Lisa Louise Cooke
This episode breaks two huge pieces of genealogy news and shares two great conversations:
FamilySearch ends microfilm lending: how you can get the records you need;
RootsMagic adds Ancestry.com compatibility: sync your Ancestry.com tree to your master RootsMagic file and search Ancestry.com from within the software;
Melissa Barker, the Archive Lady, talks about visiting archives to explore original manuscript record treasures;
Nicole Dyer shares a fun family history activity idea to do with kids?do you have a family gathering coming up that could use this inspiration?
Lisa Louise Cooke shows you how to use the free Google Earth Pro software to create your own historic map collection customized for your genealogy and family history research. By the end of this class you’ll have a permanent collection of hundreds of gorgeous historic and vintage maps from around the world, organized and ready to use for family history.
Click here to watch a free preview of this full-length video class. Genealogy Gems Premium website members can watch the whole thing: click here to learn more.
The 4th Annual Northwest Genealogy Conference
This episode today is brought to you by the 4rd Annual Northwest Genealogy Conference, hosted by the Stillaguamish Valley Genealogical Society, north of Seattle in Arlington, WA. Centering on the theme, “Where Does Your Story Begin?” it’s four days PACKED full of genealogy.
There will be well-known and respected keynote speakers, including our friend and genetic genealogist Diahan Southard, speaking on DNA; Kenyatta Berry of Genealogy Roadshow fame, speaking on Caribbean research and using slave schedules in research; and Daniel Earl speaking on Putting History in Your Family History.
Starting off with the Free Day Wednesday afternoon, Speaker Peggy Lauritzen will address beginner’s issues in her Genealogy 101 presentation, which is also a good refresher for the more seasoned genealogists. There will be such great genealogical information for all levels, AND it’ll be lot of fun!
Between classes take a chance to meet a distant cousin with the “Cousin Wall”. Participate in the genealogy-related scavenger hunt, the Wednesday evening meet and greet and the Friday dress-as-your-ancestor day, and much, much more!
Go to www.NwGC.org for details and to register. Check it out now — registrations are limited, so it’s good to get in early. It’s August 16-19, 2017. It’ll be a great show: don’t miss it!
Items in danger include original items in attics, basements, etc.
What to preserve first? The most precious and original items you have!
Restoration tips:
Clean documents and photos with archival sponges. Lay the item perfectly flat. Gently place a finger or hand to hold it steady. Work with the sponge from the center outward, in small sections.
Keep two-dimensional items as flat as possible.
Encase fragile items in Mylar sleeves (buy from archival supply companies).
Image courtesy of Melissa Barker and Houston County, TN Archives.
Visiting an archive:
Call ahead! Don’t trust the operational hours from the website. Ask about parking ? it’s often very limited. Ask ahead about access to archival items of interest.
Archive etiquette: Follow the rules. Be courteous when working with staff.
Museums, societies, archives, and libraries may all have collections in back rooms you can’t see?but you can ask for them.
Vertical Files – in folders in cabinets
Manuscript Collections – underused in genealogy! Ask for finding aid.
Loose Records – the working papers of a court case, for example
Unprocessed Records – not yet incorporated into the official collection
Tips for using your mobile devices in archives:
Ask for procedures for taking photos with your own device. There may be rules against this or a use fee.
Capture the source information by photographs: cover page, page number, folder, box number, manuscript collection name, etc.
If you’re listening through the Genealogy Gems app, your bonus audio content for this episode comes from Melissa Barker, the Archive Lady, with more about finding and using original manuscript records in your genealogy research. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.
Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. RootsMagic is now fully integrated with Ancestry.com, too: you can sync your RootsMagic trees with your Ancestry.com trees and search records on the site.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/lisa.
INTERVIEW: NICOLE DYER
Nicole has been researching her ancestors and delighting in their stories for the past 15 years. Nicole volunteers at the Tucson Family History Center teaching a family history story time group for young children.
(Full disclosure: this podcast blog contains affiliate links. We will be compensated if you make a purchase through our link. Isn’t that an awesome way to help keep the free podcast free?!)
Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.
GENEALOGY GEMS BOOK CLUB: A FAMILY HISTORY MURDER MYSTERY!
