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)
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
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!
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.)
Now when you discover an ancestor’s record on Fold3.com, you can save it to your online tree at Ancestry.com.
According to Fold3.com’s press release: “Whenever you see a green ‘Save to Ancestry’ button above a document or on a Fold3 memorial page, you can link that document or page directly to someone’s profile on Ancestry.”
“You’ll be asked to log into your Ancestry.com account, and then you’ll see a drop-down list of your trees. Locate the tree you wish to save the document to, begin typing the name of the person to whom the record should be attached, choose the correct name from the list that appears, and then press save.”
Search through new and updated genealogical records and histories galore. We are covering the world this week, reaching places we haven’t touched on before. Search records from familiar collections in Canada and the U.S., then check out what’s new in Russia and Ghana.
Canada – World War I
We know many of our readers have ancestry from Canada and we want to point your attention to the holdings at the Library and Archive Canada. This repository has many digital collections online and even includes a portrait portal with over 4 million images!
The Soldiers of the First World War database is an index to the service files held by Library and Archives Canada for the soldiers, nurses, and chaplains who served with the CEF (Canadian Expeditionary Force.) Each box of service files holds approximately 50 files and envelopes. The individual’s name and service number or rank, if an officer, is written on each envelope. This database was organized by entering the name and number found on the outside of each of these file envelopes.
When the attestation papers and enlistment forms were digitized from the Attestation Registers (RG 9, II B8, volumes 1 to 654,) the images were linked to the database. Tip: When searching by name, be sure to look for alternate spellings as well.
The original paper documents can no longer be consulted, so your only option is to view these records digitally. For those items not yet digitized, you can order a copy from the Archives. As we mentioned, not all the documents have been digitized, but are are being done so regularly. Check back often!
United States – State and Local Histories
Findmypast has updated their United States, State & Local Historiescollection and now holds 332 digitized books of state and local histories in PDF format. These histories come from Connecticut, Illinois, Indiana, Iowa, Maine, Massachusetts, Michigan, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, Washington D.C., West Virginia, and Wisconsin.
You can narrow your specific search by publication year, title, county, and state, or search by keywords. These books often add clues and hints to the lives of our ancestors. You may also come across a biographical sketch of your ancestor which may hold key information you have been looking for.
Additionally, a sister collection titled United States, Family Historiesmay also prove fruitful. This collection contains over 930,000 images taken from 3,926 family histories and genealogies from all 50 states and several locations overseas. These PDF records can be searched by publication year, title, county, and state, page number, and key words. The publications emphasize tracing the descendants of the early, colonial immigrants to the United States. If you have a targeted ancestor that falls into that category, you will want to check these histories thoroughly.
United States – New York – Histories
The New York Genealogical and Biographical Record is the second oldest genealogical journal in the U.S. This week, Volume 27, Issue 2 (January 2016) of this publication is available at Findmypast. You can search or browse to find possible hints and clues to aid you in your research.
The New York Genealogical and Biographical Record is a quarterly publication, published since 1870. It publishes compiled genealogies that are documented, transcriptions of original records, and much more. To further learn about the NYG&B and their society, click here.
You might also be interested in the NYG&B’s quarterly review titled The New York Researcher. Formerly known as the NYG&B Newsletter, The New York Researcher has been published since 1970. Volume 147, Issue 2 (Summer 2016) of this publication is available now at Findmypast.
You will enjoy instructive articles on genealogical research techniques and New York resources, profiles of repositories, and profiles of genealogical societies across the State of New York.
Russia – Church Records
FamilySearch has digitized more than 2 million records in their collection titled Russia, Tatarstan Church Books, 1721-1939. Though these records are not indexed yet, you may find images of births and baptisms, marriages, deaths, and burials performed by priests of the Russian Orthodox Church in the republic of Tatarstan. These records were acquired from the state archive in that province.
Places are identified by their historical name and jurisdiction when it was part of the Russian Empire. If you are unsure of the history of your targeted location, remember what our Google Guru Lisa says…”Just Google It!”
The collection covers records from 1721 to 1939. These records are written in Russian, but remember that FamilySearch offers a helpful cheat sheet of common words and their translations!
FamilySearch has also added the Ghana Census, 1984. This population census for Ghana is a complete enumeration of the 12.3 million people residing in Ghana as of midnight March 11, 1984. The census is divided into 56,170 localities. According to the government of Ghana, a locality is defined as any “nucleated and physically distinct settlement.” Localities may include a single house, a hamlet, a village, town or city. In some areas of the Upper West and Upper East Regions, these localities are based on kinship groups. Only those individuals, including foreign visitors, who were present in Ghana on March 11, 1984, were included in this census.
There have been some records lost in Ghana and so not all localities are available. Important: Be aware that the printed date on the census enumeration form usually says 1982, but this census was formally conducted in 1984.
The 1984 Ghana census may hold the following information:
Detailed address of the house
Name of town/village
Full name of members present on census night
Relationship to head of household
Gender, age, birthpla
ce, and nationality of each individual
You will all feel a little lucky this week with new and updated genealogical records for Ireland and several states across the U.S. Records from Nevada, Nebraska, Georgia, Pennsylvania, and Minnesota are on the list. Updates to two of the Freedmen’s Bureau record collections will wrap up this week’s records you can dig into.
You will need to sign-up, but remember, it’s free. Once you have logged on, you will begin your search here.
Many Irish researchers have difficulty finding records because of the destruction of the Public Record Office in 1922. Not only can you browse the records available, but also the subject guides and books for Irish genealogy.
UNITED STATES – PENNSYLVANIA – NATURALIZATION RECORDS
The Chester County, Pennsylvania website has made their naturalization indexes available for the year span of 1798-1935. To search their indexes is free, but there is no name search field. You may have to scan several pages to find the record that may interest you. The database is also available to search from Ancestry.com and allows you to search by name, date of event, and place of origin.
The index of naturalizations include the name of the individual, name of native country, and a date. The original record could hold additional information. You can request a copy of the original record from their webpage. To learn more about that, click here.
UNITED STATES – NEVADA – MARRIAGE & DIVORCE
The most difficult records too find are often those that were created within the last 50 years. Due to the scarcity of recent records, we are pleased to see Ancestry has added a new database titled Nevada, Marriage Certificates, 2002-2015. You can search by name, date, location, and spouses name.
The digital image of the marriage records differs from year to year and location to location, but generally, you will find the couples’ names, ages, date and location of the marriage, and the person who officiated the wedding.
Nevada, Divorce Records, 1968-2015 has recently been updated on Ancestry as well. This index includes nearly half a million divorce records. You can use the index to locate the county the divorce took place, and then contact that county for the original records. You won’t find the reason for divorce in this index, but you can find the county of divorce and the divorce file number that will help locate the further records you want.
UNITED STATES – NEBRASKA – PASSENGER LISTS
A passenger list database for Omaha, Nebraska? Yep, but these are passenger and crew lists of air manifests between the years of 1958-1965. The collection is titled Omaha, Nebraska, Passenger and Crew Manifests of Airplanes, 1958-1965. If your Omaha relative did a lot of air travel, these records may be of interest to you. These records were were recorded on a variety of forms turned over to the Immigration and Naturalization Service. Some details included the name of the airline, type of aircraft, flight number, places of departure and arrival, dates of departure and arrival, full name, age, gender, physical description, military rank (if any), occupation, birthplace, citizen of what country, and residence. For military transports, you may even find the next of kin, relationships, and addresses. Later, manifests may include visa or passport numbers.
UNITED STATES – MINNESOTA – PASSENGER LISTS
The same is true in this database, Minnesota, Passenger and Crew Lists, 1957-1962 at Ancestry. This collection includes both air travel and ships coming into Minnesota ports. The original records were originally digitized by the National Archives and Records Administration. Information you may collect from these digital images include:
Ethnicity, nationality or last country of permanent residence
Port of arrival
Port of departure
UNITED STATES – GEORGIA – BONDS AND LICENSES
Ancestry has added the Savannah, Georgia, Licenses and Bonds, 1837-1909 database this week. You will find digital images of records from the City of Savannah’s Clerk of Council relating to people and businesses. These records usually include the name of person’s name, occupation, name of business, record date, record place, and subject.