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SHOW NOTES: Ever wondered about your family history? Delving into your ancestry can be both exciting and overwhelming. I’m going to break down the basics of genealogy research, offering beginner-friendly tips and tricks to help you get started on your own family tree journey. These tips are also great for getting back to genealogy after taking a break, or if you’ve been at it a while, just making sure that you’ve covered all of the most essential bases.
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Start with yourself and work backwards. This provides a foundation for your research.
Compile all the information you already have about your family, including:
names, dates, places of life events.
Scour your house for records, photo albums, family bibles.
Write down stories or anecdotes you’ve heard.
2. Get a genealogy software program
You need a place to put the information. Yes, you can build a family tree online, but it’s critical to have the main tree that you work on be the one on your computer. That way you own the files forever and you’re not reliant on an ongoing subscription or a group tree where others can change it.
There are a wide variety of genealogy software options, but the good news is you only need one.
It’s not a big investment. For less than $40 or $50 you can get a powerful program that can track everything you find, keep it organized, make it easily searchable, and even run reports and connect you to hints on your favorite genealogy websites.
Rootsmagic, Legacy Family Tree, Family Tree Maker and Reunion are some of the most popular and have been around the longest. I use RootsMagic https://rootsmagic.com/store/rootsmagic/
It’s really important to take the time to talk with family members. You’ll want to gather information, uncover stories, and gain insights into your family history. Encourage them to share their memories, photos, and documents. And let’s be practical, it’s best to start with your oldest living relatives first. Prepare your questions ahead of time and record whenever possible.
5. Get familiar with AI tools
Embrace AI-powered tools. Even if you don’t use them for anything else, there’s no denying that AI can dramatically speed up your research and do a ton of the heavy lifting.
Get comfortable with at least one of the leading AI Chatbots. You can start out with the free version, and if you want more horsepower, subscribe for a low monthly fee.
Leading options: ChatGPT, Grok, Google’s Gemini, Perplexity and Claude.
Pick one, bookmark it on your web browser, and use it.
Once you’ve laid this foundation, you’re ready to make your first new discoveries. At first it will be easy to know what to work on because you’re still working backwards. Most of us can fill in most of the blanks on our grandparents. But then it’s time to move to your great grandparents and so on.
You’re going to focus first on finding ancestors. These are the people you are directly descended from: grandparents, great grandparents, and so on.
You’ll also be filling in the tree with your relatives. These are your aunts and uncles, cousins and so on. For each ancestral couple, take the time to find all their children. These people may feel more secondary, but the record of a great aunt might be the key to unlocking information about her parents that you couldn’t find by only researching her brother your grandfather. When it comes to all your relatives, that’s totally up to you. You can invest time on finding them now, or wait until you make more progress on your tree and then come back to them later when you have time.
7. Gather Foundational Records
You’re going to focus on essential milestones for each ancestor in your tree. Think of this information as the backbone of your family tree. You can add flesh to the bones later.
Start with the most recent event for that ancestor, which was probably their death if you’re working on a great grandparent, and then move back to their marriage, and then their birth.
From there, you’ll want to fill in some of the most important items such as:
Their children (records: census, obituaries in newspapers, etc.)
Where they lived throughout their life (records: census, city directories, voter registrations, etc.)
Military service (records: draft cards, service records, pension records, etc.)
8. Leverage the power of search engines
While not everything is online by any stretch of the imagination, here are some of the best online sources to search for the records we just mentioned:
FamilySearch – https://www.familysearch.org
All kinds of historical records, digitized books, and family tree info.
You’ll also need to up your game with Google so that you can find things beyond just the most popular genealogy websites. And these skills will come in really handy with Google Books.
Use search operators to target specific resources.
Quotes around a word or phrase for exact matches.
Use a minus sign in front of words you want to exclude from the results.
Place an asterisk between two words within quotes to include a few words or initials between the exact phrase.
There are many more search operators and strategies. These are covered in the wide range of Genealogy Gems videos. Visit https://lisalouisecooke.com/videos/ and click the “Google” category.
It’s time to put some flesh on the bones so to speak. In other words, creating a more comprehensive timeline for your ancestor. Your genealogy software probably has a timeline report feature. Pull it up or print it out and start filling in the gaps.
Where they worked (records: census, city directories, industry catalogs, etc.)
Land they owned (records: land records, tax records, probate records, etc.)
If they immigrated from another country (records: passenger lists, citizenship papers, etc.)
Photos (sources: family members, Google search, old photo databases, genealogy websites like Ancestry, MyHeritage, Findmypast and FamilySearch, etc.)
Any other interesting life events (records: Newspapers, books, etc.)
10. Mastering the art of record interpretation
It’s not enough to find records. You’ve got to really understand what they are and are not telling you.
Take the time to familiarize yourself with the record collection.
Why was it created?
Who created it?
What timeframe does it cover?
What doesn’t it include?
Use AI tools to help you transcribe or translate records but always check for accuracy!
Find out what the abbreviations used in the documents mean. (ex. Census instructions)
Use multiple credible sources to verify the information you find.
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VIDEO & SHOW NOTES: Learn how Archives.com can help you find your family history. We cover getting started, finding records, building your family tree and answer the question as to whether you should use it if you already use another genealogy website.
Why Use Archives.com?
If you’re new to genealogy, returning after taking a break, or just need a new place to search, Archives.com has a lot to offer. I’m going to show you how to get started with this affordable website packed with genealogical records.
The folks at Archives.com asked me to make a video sharing what I think about their website, so full disclosure, they are sponsoring this video. However, they have no clue what I’m going to say. For the past 17 years that I’ve been podcasting and just shy of that I’ve been publishing videos at the Genealogy Gems YouTube channel, I’ve always given you my honest opinion and shared my best strategies. So let’s get started and do that right now as I answer some of the most common questions about Archives.com.
What Makes Archives.com Unique?
Like many other genealogy websites, it has billions of genealogy records. However, the subscription is a fraction of the cost of other big name websites. That makes it ideal for beginners, or if you just need a new place to dig for records in addition to your other subscriptions. Start with a free 7-day trial to find out what Archives can do for your genealogy research.
What Does Archives.com Offer?
The main focus of the website is searching for genealogical records. And they have billions of the most popular.
Archive.com is owned by Ancestry, and according to the folks at Archives there is some overlap, just like there would be with other genealogy records sites. But Archives does include records you won’t find on Ancestry, and there are records on Ancestry that are not on Archives. Since Archives is much less expensive, it’s worth a look.
What Record Collections are Included?
The easiest way to find out if Archives.com has the record collections you want is to go to the Collections page at https://www.archives.com/collections or click Collections in the menu.
They currently have 650 record collections that include billions of individual records.
Use the filters on the Collections page to browse by Keywords, Record Type or Country. Click the down arrow on the Record Type filter to get a quick overview of the types of records the site focuses on.
In addition to some of the traditional types of records like birth, marriage, death, census and immigration, you’ll find some special collections such as Memory Pages, Surname Histories, and CityDirectories.
If you’re trying to find ancestors in the “old country”, check the Countries filter list before you start searching. No point in looking for records for a country that they don’t have.
How to Search for Records at Archives.com
In genealogy, we start with ourselves and work backwards. Your grandparents are a great place to start searching. When searching for records, I recommend that you start with a particular ancestor in mind and fill in as many details as you can about them before you move further back in your family tree.
There are three different ways to start searching:
Use the search fields at the top of the home page.
Click the Advanced Search link to go to a more robust search page.
Or click SEARCH in the menu which also takes you to the Advanced Search page.
I recommend going straight to the Advanced Search page. This way you can cut out the results that don’t match and zero in on the time frame and also the type of records you want to find.
In searching for genealogy records it’s important to balance searching narrowly enough to get to what you want while searching broadly enough not to miss something.
When searching for less common names, try just searching on the name without clicking the Exact match box. This will keep your results fairly broad and provide an opportunity to see how many and what kind of results you get. By not narrowing the scope of the search, you’re less likely to miss a record that has a slight name deviation.
Take a moment to quickly scroll down and see how many are close matches. Chances are it’s just a fraction of the total results. In my case, there were only about 9 close results out of over 40,000.
If the name you are searching is fairly common, then adding a location and life events with dates can help differentiate people and results.
A Beginner’s Basic Guide
Archives Record filters are in the general order that you need for genealogy:
Gather Death, Marriage and Birth records first.
Fill in with Census Records throughout your ancestors’ lifetime.
MilitaryService and Immigration Records are also really important milestones to find.
Fill in even more like City and Telephone Directories which were often published yearly.
Check out Family Trees that might include your ancestor, and Media records that can further fill in their story.
Can You Build a Family Tree?
Yes! Archives.com includes a family tree builder users can attach their records to and a discovery engine that helps users find new records about their ancestors. Start with your parents or grandparents.
You can search other people’s family trees from the Advanced Search page. You can also create your own tree. Archive’s provides a nice, simple user interface to build out a family tree online.
I just want to say that in my opinion, the very best place to build your family tree is in genealogy database software that you use on your own computer. That way you always have control of it no matter how long you have a subscription to any website. But if you’re just getting started, this is a great way to get your feet wet
If you’ve already created your tree on your own computer, then you can export it as a GEDCOM. That is the universal file type for genealogy family trees specifically. You can then upload that file to Archives.com and work with it from there.
My online family trees are not what I call my ‘master family tree’. That is on my computer. So why do I create an online tree? The reason is simple. It’s a great way to generate Discoveries and connections. I use it to generate clues and record hints.
Archives.com makes it easy to create a family tree. Start with yourself, add your parents, and what you know about your grandparents, and you are off to the races! Or, as I mentioned before, you can upload an existing GEDCOM file.
As soon as you set up your tree on Archives and start looking at records, you will start generating Discoveries automatically. It’s a way to speed up the research process and make genealogy easier than it’s ever been before.
