Need to contact distant relatives? Got cold feet? Follow these steps and you’ll warm right up–and hopefully, so will those you contact!
Today, online trees, social media, and email make it easier than ever to find relatives you don’t know well (or at all). And there are SO many reasons to contact them: to collaborate on research, swap photos or stories, or even request a DNA sample.
In these cases, you may need to make what salespeople refer to as a “cold call,” or an unexpected contact to someone you don’t know. I’ve done it successfully many times myself, so I can tell you this: it does get easier. Follow these steps to make it a smoother experience.
1. Identify the person you want to call. Common ways to identify a new relative include:
Another relative tells you about them
Family artifact, such as an old greeting card, address book, captioned photograph, letter, etc.
On a genealogy message board
In an online family tree (with enough information showing to identify them)
As the author of a book, article, or blog post with information about your family
2. Locate the person’s phone number, address, and/or email address.
Here are some great websites for locating people you don’t know, or at least learning more about them (as you can on LinkedIn):
TIP: When looking through a geographically-based directory, 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.
3. Prepare ahead for making the call. Every tough job gets just a little easier when you do your homework first!
Take into account a possible difference in time zones.
Choose a time when you are not too rushed
Set yourself up in a quiet place, where there will be minimal background noise or disruptions
Do a brief review of the family you are researching so it’s fresh in your mind
Make note of specific questions you would like to ask.
Have your genealogy software program open or your written notes at your fingertips
4. Adopt a positive mindset. It’s natural to feel some apprehension when calling someone you don’t know. Before you pick up the phone, give yourself a little pep talk. 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!” Be positive and remember, all they can do is say, “No thank you.”
5. Introduce yourself. Give your first and last name and tell them the town and state where you live. Then tell them the family connection that you share. Tell them who referred them to you or how you located them. Cover these basics 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 or caught off-guard, offer to mail them information and call back once they’ve had a chance to look at it. That way they can get their bearings, too.
7. Do these things during the call:
Take notes: try a headset or use speakerphone, which will help to free up your hands for writing.
Ask for new information and confirm what you already have.
If you have a way to record the call, then you won’t have to take notes and you can focus all your attention on the conversation. You can then transcribe the recording later. However, in some places, it’s illegal to record a conversation without telling them first and/or getting a person’s permission (not to mention discourteous). It can be very off-putting to start the first call by asking if you can record them. So, establish a connection first, make your request to record, and then press the record button.
8. Leave a detailed voice mail message if there’s no answer. State your name clearly, 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. These days many people are more comfortable with email for the first contact.
9. Ask questions like these:
“Do you or anyone else in the family have any old family photographs or a family Bible that I could arrange to get copies of? (Reassure them that you are happy to pay for copies and shipping.)
“Do you know anyone else in the family who has been doing family research?”
“May I have your permission to cite you as a source in print in the future?”
“Is it OK with you if I keep in touch from time to time? What is your preferred method of contact?”
10. Wrap up the call. Offer to give them your address, phone number, and email address. Ask for their mailing address and email address. Repeat or state your desire to share information you have, and tell them how you’ll send it. Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
11. Document the call. Keep track in your genealogy database of each time you call someone and the outcome (“left a message” or summary of conversation). Having a log of calls and voice mail messages you’ve left will help you know when it’s time to follow-up with whom—and who wasn’t so interested in chatting again.
After a conversation, 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 the conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. 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. Cite the conversation as the source of the information.
Remember to respect the privacy of those who prefer to remain “off-the-record” by not naming them in sources you post on public online trees.
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 goal. 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.
Cold Calling:
“The call is not the end goal.”
Lisa Louise Cooke
14. Follow up. Send the person a written thank-you note or email. Remind them of your willingness to share your information, and acknowledge any willingness they expressed to share theirs (restate your willingness to help with copying expenses, postage etc. and consider including a few dollars). 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. Try this service: Birthday Alarm. If you don’t know their birthday but do have an address or email, send a greeting card for the next major holiday or on your shared ancestor’s anniversary or birth date. It’s another way of keeping the connection alive and expressing that you really do appreciate their help.
Occasionally make a follow-up call. See how they are doing, share any new family items you’ve come across recently, and ask whether they have they heard or found anything else.
Resource: Genealogy Gems Premium Members can learn strategies for finding living relatives with their exclusive access to my video class, “Unleash your Inner Private Eye to Find Living Relatives.” Class includes:
a handout summarizing 9 strategies and resources
a resource guide for online public records (U.S.)
a downloadable Living Relatives worksheet you can print (or open in Word) that will help you capture and organize what you learn about them
Click here to learn more about Genealogy Gems Premium website membership.
This isn’t a mess—it’s a pile of unprocessed records at an archive, and buried within may be clues about your family history. Eventually, these items may be filed away neatly for you to find. But how can you access them in the meantime? As an archivist who works in an...
Show Notes: The 1931 Canadian Census was released by the Library and Archives Canada on June 1 of 2023. These digitized images can (as of now) be browsed by general location. The challenge with this census, like with other census records when they first come online, is that there is no index. Creating the index that makes the census searchable by name and other identifying factors takes a while. So right now, the digitized images are available online to browse. Ancestry.com is partnering with the Library and Archives Canada and using its artificial intelligence technology to generate the index. Until that happens, I have four strategies for you that are going to help you find your ancestors right now. And you’ll be able to find them much faster than if you just browsed the images one by one. Once the index comes out, it’s not necessarily going to be perfect. They never are. So, these strategies can help you if you run into trouble finding someone in the 1931 Canadian census. And they’ll also help you better understand the information that you do see in the images.
My first strategy for finding your ancestors in the 1931 census of Canada is to check the earlier census records. Our goal is to identify the enumeration sub-district and the municipality where they lived. If we can find it in an earlier census, we can use that information to find them more quickly in the 1931 Canadian Census.
In my case, the person I’m looking for in the 1931 Canadian census is my husband’s great-grandfather, Harry Cooke. He emigrated to Canada in 1912, along with his second wife, Martha. I started my search for them by seeing if I could find them in a census record sometime after 1912, but prior to 1931.
Harry lived in Regina, Saskatchewan. So, I was able to use the Census of Prairie Provinces that was taken in 1926 in Saskatchewan, Alberta, and Manitoba. You can use the Census Search Tool at the Library and Archives Canada website to search those census records.
If your ancestors lived in other provinces, again, that Census Search Tool is going to help you find the most recent census records available for them.
In 1926 Harry Cooke was in sub-district number 8 and the municipality was Sherwood, so I made note of that. Also, while looking at that 1926 census, I found there is an area where it talks about where each household is located. They list the Township, Range and Meridian. So, I also made note of the township number listed, which in this case was 17. If your ancestors happen to live in a city, there may be a street address listed. Though many people came to Canada to work the land, so you may not be fortunate and find that information. But make note of the street address if it’s listed. Sometimes it’s written right across the Township, Range and Meridian columns.
Strategy #2 Check City Directories for Addresses
I really easy way to look for city directories is just to google it. I found the 1931 city directory for Regina by going to Google.com and typing in 1931, Regina city directory. The very first result was the city directory for Regina in 1931 at Internet Archive. I happen to have heard that there was a directory for 1931, so that’s why I searched for it specifically. If you don’t happen to know the year you can run a Google search for a time frame. Do this by entering the name of the town or the closest big city to where your ancestors lived in the search field. Add the phrase city directory, and then enter a number range. Google calls this search operator a numrange. Here’s an example:
Regina city directory 1912..1931
This type of search brings up links to web pages that mention Regina, the words city directory, and also a four-digit number that falls within the specified range, which for us would be the year that the city directory was published!
The Internet Archive has thousands of digitized and searchable city directories. Many genealogy record websites use The Internet Archive as their cloud hosting service for their records. They digitize everything and upload it to Internet Archive where they can host it, and then link to it on their website. So that is a great place to look.
However, it’s a good idea to run a Google search because that way you are going across the internet, and hopefully you’ll find the city directories that you need.
In my case, in 1931 Harry and Martha are still at 520 Osler Street. So that reinforces what I had found in the 1926 census.
Strategy #3 Search at the Library and Archives Canada website
At the time of this writing, without an actual index, we’re going to enter the province name, the city / district if you have it, and the sub-district.
In the case of Harry and Martha Cooke, I found them in 1926 in sub-district #8, so that was the first place I searched. However, in 1931 sub-district #8 was not associated with the municipality of Sherwood. In fact, it didn’t mention township 17 either, so it was very suspicious.
It is possible that enumeration sub-districts can change over time. This can happen because as a country grows, the population grows. District lines must be redrawn in a way that allows a single census taker (enumerator) to cover the area within a certain given amount of time. In a more populated city, that can mean that the sub-district actually shrinks a little bit, and there are more sub-districts added. However, the previous sub-district does give you a great starting point. It’s very possible that the person you are looking for is in a sub-district close to the original. So, you’ll just have to browse a little further. And that takes us to strategy number four.
Strategy #4 Browse the Records Faster Using Clues
You could go through each digitized page of the 1931 Canadian census one by one looking for your relatives. That took an especially long time when the records were first released on June 1 of 2023. On my computer each image took at least two hours to load…it was crazy! But it’s not surprising, because I’m sure everybody and their brother wanted to look at these records.
Thankfully, now it’s running much faster. But it could still take quite a long time to look page by page. There are a few more things that you can do to make the process much faster.
First, as you pull up each sub-district, keep track of your search with a research log. After checking the sub-districts before and after the one Harry Cooke was in in 1926, I went back to the beginning and started with sub-district #1. The very first image in each sub-district is going to be a title card that will include the township number, and the municipality covered in that sub-district. So, since you already located that in the earlier census record, you are going to be able to immediately tell if that group of images is worth going through.
If it doesn’t match, go on to the next sub-district. This is why a research log is important. Genealogy Gems Premium Members can download the worksheet in the Resources section at the bottom of these Show Notes. It’s just a really simple way to keep track of everything that you’re finding and make sure that you’re not covering the same base twice.
You might come across a title card that has the right municipality but not the right township number, or vice versa. I found that in one case while looking for the Cookes. Just make note of it on your worksheet, and keep moving, looking for an exact match.
If you find a sub-district that looks really promising, perhaps it includes the township or the municipality you need, take a quick look at image number two. This is the first page that shows people in the neighborhood. There are a couple of things to look for.
If you know that your ancestors were British, like Harry and Martha were, then you might expect them to be in a neighborhood with predominantly British people. That was really common. When our ancestors left their homeland and came to a new country, they oftentimes emigrated with other people from the country that they knew. They may have heard about the opportunity from those people. And once they arrived, they tended to congregate together. They lived together in communities and neighborhoods because they shared a culture and language. They could support each other and help each other.
One of the things that tipped me off that sub-district #8 wasn’t the right place to be searching for the Cookes was that it was comprised primarily of Russians, Austrians, Romanians, and Hungarians. Harry and Martha didn’t speak those languages, so I would not expect them to be there. Also, when I looked at the 1926 census, I made note of who his neighbors were. And indeed, it was a very predominantly British neighborhood. So that was a clue to me that even though I might have had the right township number, it didn’t mention the right municipality, and it certainly had a completely different makeup when it came to the neighborhood.
Also, as you’re reviewing the surnames and going down the list on the image, take a look at the township column. As you’ll recall, we made note of the township number and / or the address that we found in the earlier census. As you scan the surnames on the page, also check if the correct township number or address is showing up.
In my search, I saw a lot of different street names (not Osler St.). I don’t know Regina very well, so in another browser tab, I opened up Google Maps. I did a search for 520 Osler St., and then I selected “Directions” and entered one of the street names that I was seeing on the census. And sure enough, they were miles and miles apart. That’s another clue you’re not in the right area for browsing.
Our goal is to find our relatives as quickly as possible without spending hours reviewing pages that are not likely to include them. So, again, if you don’t find that exact match of Township and Municipality on the sub-district index card, look at these other factors to see if you’re in the right ballpark.
In the end, I am happy to say I found Harry and Marth Cooke pretty quickly. They were in sub-district number 11. The title card showed that it covered township 17 and the municipality of Sherwood. It was an exact match! They were on image number 18 residing in a very predominantly British neighborhood on Osler St., exactly where I would expect them to be.
1931 Canadian Census Search Wrap Up
The 1931 Canadian Census is full of valuable information about your Canadian relatives. While it take a little more time to search without an index, these strategies can help you do so faster. You can also apply (and tweak) these techniques to other types of searches where an index is unavailable, or your relatives aren’t showing up in the search results. And remember, if you find an address, look up the location in Google Maps to see it for yourself.
Can Google help you search digitized newspapers you find online? Recently I heard from Garth in Ontario, Canada with a question like that. Here’s what he asked and here’s what I told him:
“A friend found a digitized newspaper article by clicking on this link and going through various years–very time consuming! I’m thinking there has to be a better way with Google, but no luck. I think I have used most of your techniques from Genealogy Gems. Would appreciate any hints.”
First of all, thanks to Garth for alerting us to an online local archive of Canadian newspapers, The Clarington Local Newspapers collection. I like making people aware of collections like this. Here’s what I told him:
If the website had text transcriptions of articles then Google would have easily been able to grab the phrase “Arthur Levi Brunt” off any page. The search would be “Arthur Levi Brunt” or, even better, would be a site search, which would be formatted like this: site:http://vitacollections.ca/claringtonnews “Arthur Levi Brunt.” In Google site searches, you start with the word “site” with a colon, followed by the home page in which to search, followed by the exact phrase you want to search in quotes.
However, the Clarington Digital News website relies on its own built-in Optical Character Recognition (OCR) to spot and retrieve search terms on the digitized newspaper images. Google doesn’t have access to their OCR, and can’t apply OCR itself to images on the web (the pages on this site are images, not pdfs). So in this case, Google would not be able to locate the same article.
I did notice in looking at the Clarington News site that there is a search box, so your friend didn’t need to browse through the years looking for article on Arthur. Simply entering his name in site’s search box instantly brought up the relevant list in seconds. Here’s a link to that search, so you can see for yourself. Perhaps a few of the other newspaper articles found in that search will be of interest to your friend as well!
Learn more about Google search strategies (Google site search is just one!) in my newly-revised, hot off the press 2nd edition of The Genealogist’s Google Toolbox, Second Edition. So many genealogy gems like these news articles are buried online: you just need to know how to harness the power of Google’s FREE tools to find them!