by Lisa Cooke | Mar 25, 2014 | 01 What's New, Beginner, Evernote, Organization, Research Skills
Recently I heard from Jane, a Genealogy Gems Premium subscriber in Canada, who needs a genealogy research plan! She’s researched on Ancestry.ca,
Scotland’s People, the Free English BMD Index, FamilySearch and joined her local society. But she’s not sure where to go next with her research–there just are SO many options! If this sounds familiar, check out her question and the advice I gave her:
“I often end up wandering around in circles and mazes as one thing leads to another, and another, and … I am sure you know what I am talking about. I seem to be jumping back and forth between my Dad’s family, my Mom’s family, their families, etc. until there are times that I find myself at a certain point, only to wonder ‘Where was I going with this?’ I’m now wondering if I would be best to take it one person at a time – to find out as much as I can about that person in that point of time, before going on to another. I have started trying to make notes…but find that I end up hopelessly out of order and lost. Any advice would be appreciated! Help!!!”
My Answer: A Genealogy Research Plan to Deal with the Chaos
“You are not along in this genealogical dilemma! It’s easy to let the records start to take over and lead you around. Set a goal or a genealogy research plan – define what it is you want to know. It might be something very specific about a particular ancestor, or it might just be to fill in the blanks on one particular family. Early in my research I focused on one grandparent, and working backwards, I would strive to fill in all the blanks on that person, then their parents, then their siblings. I wouldn’t “leave” that family until I felt that I had filled in as much of the family group sheet as possible. (We have sort of lost track of the “family group sheet“ in this technological age. But it is an excellent tool for keeping you on track and focused on the blanks that need to be filled.)
An additional strategy is to have a process for dealing with information that is a bit off your current track. Often we feel like we have to pursue it or we’ll lose it. I like to use Evernote (free at Evernote.com) to capture data that I’m not ready to deal with right now, but definitely want to pursue later. I create an Evernote “notebook” for that family surname, and a note book called “future research.” Drag and drop “Future Research” onto the family surname notebook which will create a “stack.” Now you can create notes and drop them into the “Future Research” notebook which is inside the applicable family. Add tags to your note like “newspaper,” “death record,” etc. and some good searchable keywords so that the note will be easy to find when you need it. Now you can capture the item, file it away, and stay focused on the task at hand. Whenever you’re ready to ask a new question, open that Future Research notebook. Use what’s there to inspire the next phase of your genealogy research plan.”
More Resources
How to Get Started in Evernote, and the Ultimate Evernote Education
Should Evernote be my Digital Archive?
If you would like to learn more about using Evernote for genealogy, I have a quick reference guide in my store that will work wonders in keeping you organized. It’s available for both Windows and Mac, and in both PDF and laminated print format.
Your questions are always welcome! Contact me by email, or leave a voice mail at (925) 272-4021 and you may just hear yourself on the show.
by Lacey Cooke | Jan 5, 2018 | 01 What's New, British, Irish, Records & databases, Scottish Genealogy
Kick off 2018 with a diverse group of new genealogy records to explore online this week! Included are historical and vital records for British genealogy, Irish newspapers, Scottish records, and Palestine naturalization applications.

British Historical & Vital Records
Lots of new genealogy records are available for England this week at Findmypast! Start with Britain, Histories & Reference Guides, which contains more than 65 volumes about genealogy, heraldry, paleography, geography, and more. These volumes will expand your knowledge about your ancestor’s life and how your ancestors lived through the centuries.
Next, if you’ve got ancestors in Greater Manchester, you’ll want to explore Greater Manchester Burials 1570-1990 and Greater Manchester Marriages 1570-1936. Both collections pertain to the historic county of Lancashire and contain names, dates, and transcripts of the original registers. These collections both come from FamilySearch.
Finally, Northamptonshire Memorial Inscriptions may reveal your ancestor’s death date, burial place, as well as the names of other family members for your family tree. This collection includes 17 cemeteries, churchyards, and other places, and the records span from 1422 to 2015.
Irish Newspapers
The Church of Ireland’s record repository, Representative Church Body Library (RCBL), has announced that all 19th-century editions of the Church of Ireland Gazette have been added to the online archive of the weekly newspaper. The full archive is free to the public and covers years 1856 – 1923.
The British Newspaper Archive has added the Dublin Evening Telegraph to their collection of historic newspapers recently. This paper spanned 1871-1924, and this collection has over 12,000 issues available online.
Scottish Records
Recently added to Ancestry.com are Carnegie Music Institution Registers, 1910-1920 from Dunfermline, Fife. This school was founded through a trust set up by Andrew Carnegie, and school records include names, year and term of attendance, resident, and subject studied.
Additional news for Scottish research comes from the University of Virginia School of Law.
30 years after they acquired a trove of legal documents from Scotland’s Court of Session, the supreme legal court there, the Law School’s Arthur J. Morris Law Library is building a digital archive and reaching out to partners “across the pond” to open these legal history materials to scholars and the public. According to the press release, the library is planning to release the first batch of documents online soon. When completed, users will be able to search through a single document or the entire collection, peruse the rich data provided for each case, and download documents for free.
Palestine Naturalization Applications
A fascinating new collection at MyHeritage is the Mandatory Palestine Naturalization Applications, 1937-1947. From the collection description: “This collection is a unique and rich compilation of records documenting the efforts of individuals, mostly Jews, and sometimes their entire families, to establish citizenship in Mandatory Palestine, which was under British administration at the time. The collection contains photos, histories, passports, and other various forms providing details for each applicant.”
Let 2018 be your year to break down brick walls!
Has your family history research hit a brick wall? Marsha Hoffman Rising’s best-selling and recently updated book The Family Tree Problem Solver has the solutions to help you find the answers you seek. Get tips on finding vital records before civil registration, finding “missing” ancestors on censuses, advanced court records, workarounds for lost or destroyed records, common names, case studies, and more! This revised edition also includes new information about online research techniques and a look at the role of DNA research. Click here to order now!
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!
by Lisa Cooke | Dec 5, 2016 | 01 What's New, Research Skills, Travel
We love the ease with which we can search online, but a genealogy research trip can offer exceptional and unique rewards. If you have been apprehensive about visiting a courthouse or archive, follow our 4 step plan for a successful genealogy research trip that could lead to your own amazing discovery!

By J. D. Cress [Public domain], via Wikimedia Commons
I am spoiled. Spoiled because I did not join the genealogy craze before the dawn of the internet and the power that using the Web brings to our family history research. I don’t know the pangs of writing 100+ letters to possible relatives and then waiting…waiting…and waiting to hear back from at least one!
In my genealogy world, if an answer can’t be found on one of my favorite genealogy website repositories (like FamilySearch, Ancestry, or Findmypast) then a quick Google search usually does the trick.
However, we new genealogists of the Internet era may be banking on the fact that “everything” we need is online. This is obviously not true. In fact, many local libraries and archives are under-staffed and under-funded making digitizing of their holdings difficult. This is why making a genealogy research trip is a really good idea.
The Unprepared Genealogy Research Trip
Several years ago, I made my first research trip. I was woefully unprepared. On a whim, I drove three hours on a weekday to “go to the courthouse.” I arrived at lunch time…and it was closed for an hour. Sigh. However, a nice receptionist sugg
ested I go to the local public library just down the street.
When I arrived at the tiny corner building, I asked at the circulation desk for the history department. She seemed a little taken back, but said, “We have a little room in the basement with some local history and genealogy things.” Note to self: not all libraries are large enough for a “history department.”
In the basement room, no one was on duty, but a nicely printed instruction sheet of what was available and how to use their files laid on the table. “I guess I just dig in,” I thought, and off I went.
Though this was my first genealogy research trip, it proved to be very fruitful. In a scrapbook simply titled “Walls Family,” I found a Xerox
copy of an article from an 1874 newspaper. In this article, my fourth great-grandmother (Susannah Harmarson Walls) had been interviewed because she was the oldest living woman in the township. Her interview began, “I was born in Delaware. The exact year, I do not know, but I suppose I will be 86 years of age on the 16th of July next. My father’s name was Levin Harmarson. He died when I was only three years of age. My mother’s name was Mary Woodard.”
The interview included the story of her mother re-marrying, the family leaving Delaware for Wheeling, Virginia, and she marrying her step-brother there. Then, they traveled on into Scioto County, Ohio. She named each of her eleven children and their spouses.
The information in this one interview was particularly helpful. Before this, we had no idea when or where Susannah and Levi married, and finding the spouses of their children had proved difficult!
Though this was an amazing find, I wonder what other records, items, or photographs I might have dug up had I prepared ahead of time. Perhaps, I would have had time to dig more into their microfilm holdings, archived pictures, atlases, or even had time to go to the local cemetery.
The Prepared Genealogy Research Trip
Fast forward several years and I am making much more prepared genealogy research trips. Get the most from your next genealogy research trip by following these 4 important steps:
1. Run a Narrative Report. Start creating your genealogy research trip plan by printing out a narrative report of your targeted family line. This can be done with the reports feature found in genealogy database programs like RootsMagic.

2. Look for holes in your research. Carefully read through the report looking for holes in your research or where you may be missing a source. In this case, a “hole in your research,” may be the missing marriage date of a couple, or the missing birth date of a child. Circle these “holes” and make a list of what the needed piece of information is to correct it and where you can find it.
Example: Clark County, Ohio. Need a death date for Edmund West. County didn’t keep death records that early. Likely died between 1830-1840. Check probate record books, estate files, tax records, cemetery records, and tombstones at Wilson Cemetery.
Maybe you have a birth date, but no source. A source is the proof of a particular fact. For example, a good source for a birth date is a birth register or even a marriage record. If you are lacking sources for your genealogy facts or are not sure how to begin sourcing your genealogy, learn more about that here.
3. Decide what repositories you will need to visit. After creating your list, determine where these items are held by asking yourself important questions, such as: Will I need to visit the courthouse, a library, an archive, cemetery, or all the above? Which location will produce the most results? Should I visit the archives first, or the courthouse?
4. Contact each repository ahead of time. Finding out the days and times when each of these places is open before you go is a must! Try to pick a day when all, or most, of the places are open so that you can get a lot done. If this isn’t possible, consider making an extended stay overnight to accomplish your goals.
Keep in mind that not all websites are up-to-date. Just because the library says it is open from 10 to 5 every day but Sunday on the webpage doesn’t necessarily mean that is still the case. Always call each establishment to verify days and hours of operation.

Remember, there are newspapers, maps, documents, and pictures just waiting to be uncovered. By thinking about what you want to achieve while on your trip and what information you need to find and where, your genealogy research trip can be a successful one. Happy hunting!
More on Genealogy Research Trips
Still feeling unmotivated to get on the road, read or listen to these features for inspiring tips to make a courthouse records research trip in your near future!
Courthouse Records Research Trip
Premium Podcast Episode 126 – Road Trips for Genealogy
Premium Video – Using Evernote to Create a Genealogy Research Plan
by Lisa Cooke | Mar 5, 2015 | 01 What's New, images, RootsMagic, Trees
Recently Gretchen wrote in with this question about RootsMagic family history software:
“I’m a huge fan of Genealogy Gems!! I LOVE to listen to the podcasts (I’m a fairly new member) and have all of your books!! I need help in the area of choosing a family tree: Do you prefer Legacy Family Tree or Roots Magic (which you promote on your podcasts) and why?!? I would so appreciate some advice! I love your tips!! I look forward to hearing from you and would greatly appreciate the advice!! Thank you!!!”
Here’s my answer: I use RootsMagic for my genealogy database. I’ve known the owner of RootsMagic for eight years, and am impressed at the company’s continued development of the program and their dedication to provide ongoing free training for their users through their website. They offer free webinars to all their users, including short training videos on specific RootsMagic features.
- Full-length videos include such topics as:
- Getting Started, Publishing a Family History with RootsMagic
- Using FamilySearch with RootsMagic (they have an award-winning interface)
- Creating and Printing Wallcharts with RootsMagic.
New PDF indexes to their webinars make it easier to find the topics you’re looking for.
In short, every indication to me is that is an excellent long term solution that allows me to retain control of all my data. And that’s why we selected them as a sponsor of The Genealogy Gems Podcast.
I hope this brief RootsMagic review helps you!
Click here to learn more about your options for family history software, and why I still recommend desktop software when you can build your family tree entirely online.
by Lisa Cooke | Jun 21, 2017 | 01 What's New, Health History, MyHeritage
There’s an easy, free way to analyze your family tree for patterns! Discover your ancestors’ average life expectancy, most common first names, how long they stayed married, and more. Share the results at your next family reunion, or use them to understand your family health history just a little bit better. Here’s how.

Whether you’re a paying subscriber to MyHeritage or are signed up as a free user, you have access to a little-known but fascinating tool on the site: Family Statistics.
You’ll find this tool under the Home tab:

Use this tool to explore various statistics and patterns in your family history, and to spot the “record-holders” on your tree. You don’t have to enter any information. Just click the topic on the left that you want to view (overview, places, ages, births, marriages, children, divorce). Easy-to-read infographics and summary charts will appear:

The Family Statistics tool will tell you:
- the most common places of birth, death, and residence
- most common surnames and male/female first names
- average life expectancy for men and women
- longest-lived and shortest-lived ancestors
- oldest/youngest living relatives on tree
- most common birth month, and how many people were born in each month
- number of marriages, and the longest and shortest marriages
- age at first marriage and who was the youngest/oldest when they married
- the biggest age differences in a couple
- total number of divorces, as well as the average age (and oldest/youngest) age at divorce, and the longest marriage ending in divorce
- average number of children per family and people with the most children
- the youngest/oldest age when having a child
- the average and biggest/smallest age difference between oldest and youngest children
You can run these statistics for all your trees together or individually. Here are some of the different ways to use the data:
For your research: Watch for possible errors or omissions on your family tree. Do you really have a relative who lived to be 112 years old, or did someone neglect to enter a death date?
For fun: Watch for interesting things to share in a trivia game or quiz at your next family reunion. You might even consider creating a “Hall of Fame” for that great-grandfather who lived to be 103, or that great-aunt who had 14 children. (Remember, don’t embarrass anyone by sharing sensitive or confidential information about living relatives or the recently-deceased.)
For understanding: Do certain patterns tend to run in your family, such as having children at a younger or older age?
For family health history: Longevity–age at death–is a measure in Family Statistics that relates to your family health history. You can’t look at cause of death with this tool, but click here to read about a clever way to look at causes of death in your family.
MyHeritage is known for the technology tools on its site, such as its new Collection Catalog, the Discoveries pages, its DNA matching (click here to upload your raw data for FREE!), automatic record matching in unindexed content such as books, and automatic name translation in the search function.
Get up to speed on what MyHeritage has to offer in our totally-affordable MyHeritage Quick Guide, newly updated for 2017! Also check out our brand new quick guide, Genealogy Giants: Comparing the 4 Major Websites Quick Guide, which compares MyHeritage to what you’ll find on Ancestry, FamilySearch and Findmypast. Each has fantastic features you’ll want to know about!
