Show Notes: WorldCat.org just got a facelift. That means it’s time to revisit this library catalog website and do these 5 important things so you can effectively use it for your genealogy research.
Video Premiere with Live Chat
Show Notes: WorldCat
If you are interested in finding out more about your family history and you want to build out your family tree, you are going to need records and resources. That’s exactly what the WorldCat website provides.
WorldCat.org is a free website that provides access through its card catalog to millions of materials from libraries around the world. You’ll find items such as:
United States Civil War and other military records
Family Bibles, church histories, and records
Publications such as directories, handbooks, and magazines
Birth, marriage, death, wills, and obituary indexes
Microfilmed genealogy and local history collections
Newspapers from around the world
Photographs
Town histories
probate records
It’s important to keep in mind that not all libraries participate in WorldCat, and they can participate at different levels. Therefore, you’ll find different amounts of information about these different repositories.
The WorldCat website has received a facelift and now sports a new user interface, making it a great time to get reacquainted with this rich resource. Here are five things you should do right now to take advantage of WorldCat:
#1 Sign up for a free account or transfer your existing account.
To use all the features at WorldCat that we will be discussing you’ll need to have a free user account.
To create your WorldCat account, click the Create an Account link and follow the prompts.
If you already have a WorldCat account you will need to transfer it. Click the Sign In link and follow the prompts for transferring. You can transfer your favorited libraries and lists. However, because of the new website, the following data will not be transferred: profile picture, reviews, saved searches, watched lists, interests, and tags.
Transferring can take quite a while. Leave your browser open until it completes. In fact, when I transferred it never showed complete, so after about an hour I refreshed the page and attempted to sign in again. I was prompted to create a new password, which I did, and was then able to access my account and my transferred data did appear.
Sign into your account whenever you visit the site so that you can take advantages of the many features offered, including our next item, Lists.
#2 Create and Search Lists
Lists are a great way to organize the wide range of resources you can find through WorldCat. I like to create lists for surname and subject research.
How to Create a WorldCat List:
After you run a search you will receive a list of results. Click the List (bookmark) icon on any item
Click the List icon
The add Item to List box will appear. In this box you can add the item to an existing list or click the Create List button to create a new list.
Name the list, enter a description and indicate whether it is public or private.
Click the Create button to save the list.
You can find all your lists by clicking on your account icon (upper right corner on desktop) and select My Lists
In addition to creating your own lists, you can search the public lists of other WorldCat users. Click Lists in the menu to browser popular lists. To search for a list by keyword, go to the search bar and select Lists from the drop-down menu, and search by keyword. When you find a helpful list, click the Follow button.
You can have up to 50 lists with up to 500 items.
#3 Discover Libraries
The best way to discover libraries near you is to add your location. Click the Update Location icon just under your account profile icon. Enter your town or zip code and libraries will be prioritized based on their proximity to you. If you’re going on a research trip, try changing the location to the zip code of the place you are traveling to, and then search for libraries and materials.
To browse libraries near you click Libraries in the menu. Add libraries to your list of favorite libraries by clicking the star icon on the library entry.
You can find your list of favorite libraries by going to the account icon and selecting Favorite Libraries.
#4 Use the Advanced Search Feature
The best way to search for items is to use the Advanced Search feature from the beginning. Click the Advanced Search icon to the right of the search box. (See image below)
Click the Advanced Search icon next to the search box
Start your search by selecting the type of thing you want to search from the first drop-down menu. For example, select Keyword and then type a word (such as a surname) in the field next to it. To the right of the field, select what you want done with that keyword, AND, OR, or NOT. This will include, exclude or make the keyword options. Then go to the next line and do the same thing. You can set up to three parameters.
Next add a year range if desired. For example, 1900 to 1950. Then select the type of materials you want in the results by clicking Format. For example, you could leave it on All Formats to receive all types of materials or select just Newspapers.
You can also narrow your search by language. Once you’ve made all your selections, click the Search button.
On the results page you have the option to adjust the filters in the left-hand column.
#5 Search Name Variations
As you search for family surnames, it’s important to understand that it will not automatically search for name variations. Either search for variations in separate searches or use the Advanced Search using the OR or the AND feature. (See example below)
How to search for name variations at WorldCat
More strategies for getting great search results at WorldCat
Search for family names by entering the family name followed by the word “family” (e.g., “Mansfield family”)
Search for specific people by entering the person’s full name (e.g., “Emily Mansfield”)
Search for organizations by entering terms to describe the organization (e.g., “Lutheran”)
Search for geographic locations by placing name in combination with the abbreviated and full state name (e.g., “Union City IN” and “Union City Indiana”)
You can then narrow your search by returning to the main search page and entering more specific search terms such as “Mansfield family bible”.
Include multiple search terms in one search (e.g., “Lutheran” and “Union City IN”)
Final Thoughts on the New WorldCat
Like with any change to a website, the new WorldCat takes a little getting used to, and there are a few bugs that still need to be worked out. However, by doing these 5 things you’ll have access to millions of rich resources that can help you climb your family tree.
Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.
Originally published 2009 Republished January 21, 2014
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Connecting with someone who knows about our ancestors can really boost our research results—and even create new relationships among living kin. But it’s not always easy to send that first email or make that call.
In today’s episode we talk about the skill of “genealogical cold calling.” Relationships are key to genealogical success and by following 14 genealogical cold calling strategies you will find your research relationships multiplying. We’ll chat with my cousin, Carolyn Ender, who has conducted hundreds of telephone interviews. She has a knack for quickly connecting with folks she doesn’t know over the telephone in ways that put them at ease and bring to light the information that she’s looking for.
But first, we do some follow up with an email from a listener about family trees. Then, I share a little story that puts into practice what we’ve learned so far in this podcast series.
14 Steps to Genealogical Cold Calling Success
#1. Identify the person you want to call.
#2. Locate the person’s phone number. Below are some great websites for locating people you don’t know. The list is updated from the one given in the show. And Whowhere.com now has an app for Android, iPhone and other mobile devices. Check it out
Don’t forget to search the entire metro area, not just one city. Try just searching their first name particularly if it’s not a really common first name. Try and track down their number through other relatives or researchers. If all else fails consider posting on a message board for the surname
#3. Prepare ahead for making the call.
Every tough job gets just a little easier when you do your homework first. Follow these tips:
Take into account a possible difference in time zones.
Choose a time when you are not too rushed
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. Get up the “nerve” to call.
Remind yourself how valuable this person’s information could be to your research. If he or she is quite elderly, remember that none of us will be around here forever so you need to make the call today! Say to yourself: “I can do this. This is important!” And be positive and remember, all they can do is say “no thank you.”
#5. Introduce yourself.
Give your first & last name & tell them the town and state where you live. Then tell them the family connection that you share, and tell them who referred them to you or how you located them before launching into why you’re calling or what you want.
#6. Overcome reluctant relatives.
Be ready to share what you’ve learned, and to share your own memories of a relative that you have in common. Mention something of particular interest in the family tree that might pique their interest.
If they are very hesitant you could offer to mail them some information and offer to call back once they’ve had a chance to look at it. That way they can sort of get their bearings too.
#7. What to do during the call
You’ll want to take notes during the phone call. Try a headset which will help to free up your hands for writing. Handwriting is preferably over typing.
Take the opportunity to not just get new information but also to confirm information that you already have–just to make sure it’s correct.
If you have a way to record the call, you don’t have to take notes and focus all of your attention on the conversation, and then transcribe the recording later. If you want to record, ask permission: in some places, it’s illegal to record a conversation without permission and it’s common courtesy to say you’re taping them. But it might put off a stranger; perhaps taping could wait until a second call.
#8. Leave a detailed voice mail message if there’s no answer. Stateyour name and that you would like to talk with them about the family history. Leave your phone number and tell them that you will call them back. Consider leaving your email address and suggesting they email you with a convenient time to call back.
Be sure and keep track in your genealogy database each time you call and what messages you leave. Having a log of calls and voice mail messages you’ve left will help you keep track.
#9. “Must-ask” questions.
“Do you or anyone else in the family have any old family photographs, or a family Bible?
(Reassure the person that you would only be interested in obtaining copies of any pictures or mementos they might have.)
“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?”
#10. Wrap up the call.
Ask for their mailing address and email address.
Offer to give them your address and phone number.
Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
#11. Document the call.
Sit down at the computer or your notepad right away and make detailed notes about the phone conversation while it’s fresh in your mind. Include the person’s name, address, phone number and date of conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. At the bottom of the page list the ACTION items that come to mind that you want to follow up on based on the conversation. Enter their contact information into your genealogy database as well as your email contact list.
#12. Enter new information Into your genealogy database.
This is a must. Do it right away while it’s on your mind.
#13. Create an action item list.
Create action items based on what you learned. Ask yourself “What are the logical next steps to take considering what you’ve learned through this interview?” The call is not the end result, it’s a step in the research process, and it can really help to make this list now, and while it’s fresh in your mind.
#14. Follow up.
Send the person a written note or email thanking them for taking the time to talk with you. If the person mentioned that they would look for pictures or would look up something in a family Bible etc., mention in your note that you would still be interested in anything they can help you with and that you would be glad to pay any copying expenses, postage etc. Offer to provide copies of your information or copies of pictures you have etc. You never know: they might catch the genealogy bug and become your new research partner!
Next, put their birthday on your calendar and send them a card on their next birthday. It’s another way of keeping the connection going and expressing that you really do appreciate all their help. Try this service: Birthday Alarm.
Occasionally make a follow up call to check in and see how they are doing, share any new family items she’s come across recently, and ask if they have they heard or found anything else.