Search the SSDI for Your Family History

Are you tracing the family history of someone who lived in the U.S. during the 20th century? Check out a wonderful free database in the United States called the Social SSDI SearchSecurity Death Index, or the SSDI. Keep reading for 5 FREE online sources for the SSDI, 7 tips for searching the SSDI and what you can do with SSDI info.

In 1935 the Social Security Act was signed into law by President Franklin Roosevelt, and consequently more than thirty million Americans were registered by 1937. Today, the Death Master File from the Social Security Administration contains over 89 million records of deaths that have been reported to the Social Security Administration and they are publicly available online.

Most of the information included in the index dates from 1962, although some data is from as early as 1937. This is because the Social Security Administration began to use a computer database for processing requests for benefits in 1962. Many of the earlier records back to 1937 have not been added.

The SSDI does not have a death record for everyone; and occasionally you may find an error here and there if something was reported inaccurately, but overall it’s a terrific resource! It’s especially great for many people who were missed in the 1890 census or whose birth predated vital records registration in their home state. Remember they just needed to live past 1937 and to have worked to have been included. So they could have been born sometime in the later 1800s.

5 FREE Online Sources for the SSDI

Several genealogy websites provide free access to the SSDI, including (click to go right to the SSDI at these sites):

On the Search page, enter your relative’s name and other details you’re asked for. Hopefully you will get back results that includes your relative!

7 Tips for Searching the SSDI

If  your relative doesn’t show up in the SSDI, even though you know they worked after 1937 and you know they have passed away, try these search tips:

1. Does the website you are using to search the SSDI have the most current version available? Look in the database description on the site to see how recently it was updated. Try searching at other sites.

2. Make sure that you tried alternate spellings for their name. You never know how it might have been typed into the SSDI database.

3. Many SSDI indexes allow you to use wildcards in your search. So for example you could type in “Pat*” which would pull up any name that has the first three letters as PAT such as Patrick, Patricia, etc.

4. Try using less information in your search. Maybe one of the details you’ve been including is different in the SSDI database. For example it may ask for state and you enter California because that’s where grandpa died, when they were looking for Oklahoma because that’s where he first applied for his social security card. By leaving off the state you’ll get more results. Or leave off the birth year because even though you know it’s correct, it may have been recorded incorrectly in the SSDI and therefore it’s preventing your ancestor from appearing in the search results.

5. Leave out the middle name because middle names are not usually included in the database. However, if you don’t have luck with their given name, try searching the middle name as their given name. In the case of my grandfather his given name was Robert but he went by the initial J.B. But in the SSDI his name is spelled out as JAY BEE!

6. Remember that married women will most likely be listed under their married surname, not their maiden name. But if you strike out with the married name, go ahead and give the maiden a try. She may have applied for her card when single, and never bothered to update the Administration’s records. Or if she was married more than once, check all her married names for the same reason.

7. Don’t include the zip code if there is a search field for it because zip codes did not appear in earlier records.

While most folks will appear in the SSDI, there are those who just won’t. But knowing where information is not located can be as important down the road in your research as knowing where it IS located, so I recommend making a note in your database that you did search the SSDI with no result. This will save you from duplicating the effort down the road because you forgot that you looked there.

What You Can Do with SSDI Information

Now, here comes the most exciting part of the SSDI: what you can do with that information. First, it usually includes a death date (at least the month and year) and sometimes a state and last known residence. Use this information to look for death records, obituaries, cemetery and funeral records. And use that Social Security Number to order a copy of your relative’s application for that number: the SS-5. Click here to read more about the SS-5 and how to order it.

Up next, read:

Get Started: How to Find Your Family History for Free

7 Great Ways to Use Your iPad for Family History

How to Find Your Family Tree Online

Best Genealogy Software

Genealogy Gems Podcast Episode 235

Federal court records are wonderful because they are so packed with genealogical information. But knowing which records are available and where to find them can sound daunting, and that stops many genealogists from ever tapping into them. In this episode our aim is to fix all that. Professional forensic genealogist Michael Strauss is here to pull back the curtain and introduce you to these valuable records.

You know Michael from our Military Minutes segments here on Genealogy Gems. He also recently introduced us to descendancy research on Genealogy Gems Premium Podcast episode 174. The response to that episode was terrific. Many of you wrote in to say that it opened up a new avenue of research for you. This episode promises to do the same.

Podcast host: Lisa Louise Cooke
November 2019
Download the episode mp3

GEM: Federal Court Records with Michael Strauss

federal court records for genealogy

Where are Federal Records Found?

Federal Court Records are initially held in the custody of the national federal courthouses where the events occurred.

The National Archives and Records Administration (NARA) was founded in 1934.

National Archives, Washington DC (Archives1)
700 Pennsylvania Avenue, NW
Washington, DC 20408-0001
Toll-free: 1-866-272-6272
Email: archives1reference@nara.gov

Regional Archives – about a dozen across the country – hold record geographically by area. View the locations here at the National Archives website.

Are all the records catalogued on the National Archives website?

  • Master federal indexes are not yet online. Indexes are found at the location/level where these record files were created.
  • Each of the federal courts are found in record groups (RG).
  • Get the finding aid for the record group online at the National Archives website. That will point in the right direction as to where to get the indices.
  • Resource: Finding Aids at the National Archives

Types of Federal Courts:

The Federal Court System of the United States was established under the Judiciary Act of 1789 (1 Stat. 76) on September 24, 1789. Click here to read more about the role and structure of the federal courts at the United States Courts website.

District Courts:

Trial Courts of the United States. Their jurisdiction include:

  • Admiralty
  • Equity
  • Bankruptcy
  • and Naturalization

These courts began at different times dependent on the geographic area and when the states were created.

Circuit Courts:

Originally established in 1789 as three courts and later expanded to nine courts by 1866. Circuit Courts have jurisdiction over all matters (especially criminal) covered by Federal Law. Abolished in 1911 and taken over by District Courts.

Circuit Courts of Appeals:

Established under the Federal Court System by an Act of Congress on March 3, 1891 (26 Stat. 826), by acquiring the appellate jurisdiction of the U.S. Circuit Courts and later the U.S. District Courts. They have different geographic jurisdictions than the regular federal courts.

Supreme Court:

It is recognized as the highest court in the United States operating as an appeals court. Although a criminal case may have first been heard at the local level, it may have escalated to a federal court. Therefore, there could be federal records on that case.

Application for the Genealogist:

Michael has found that some of the richest records in the federal court system have come from the criminal court records. Our ancestors did get into trouble upon occasion. Michael’s grandfather was arrested in the 1940s and he was able to obtain those records.

Searching for Federal Records

Is it worthwhile to head to the National Archives and generally search to see if an ancestor has records? Or is it best to identify a case first, perhaps through a newspaper article, and then go to the National Archives location that would have the records for those identified cases?

No one is wasting their time going and searching the records. It’s a great way to get familiar with them. However, identifying a case through other records first can lead you quickly to the federal records. (Michael first found his grandfather’s case in a newspaper article.)

Types of Federal Court Records:

Dockets: Lists of cases heard by the court. Sometime referred to as court calendars.

Minutes:

Brief daily accounts of all actions taken by the court.

Orders:

The specific judgments or orders of the court. An example would be an order granting citizenship.

Briefs:

Legal document arguing why one Party should prevail on a case.

Mandates:

When a Defendant obligates themselves to engage in activities in exchange for suspension of sentence. Frequently seen in Criminal Court.

Case Files:

All the loose documents relating to the case bundled together.

How to Find Records at the Archives:

  1. Review the finding aid
  2. Request the Index and find the name and corresponding file information
  3. Request the record

An appointment is not required. They will pull the records as you request them. Record groups are pulled at different times. For the most part you will have the opportunity to view the original documents.

Record Groups:

The National Archives is set up by record groups, such as:

Records of the U.S. District Court – RG 21

Records of the U.S. Supreme Court – RG 267

Records of the U.S. Court of Appeals – RG 276

Records of the U.S. Court of Claims – RG 123  (Claims against the US. Individual citizens could actually file claims against the US)

Request the individual record groups separately.

Bankruptcy:

Bankruptcy Acts were passed by Congress usually after business disturbances or financial recessions.

Bankruptcy Act of 1800

This act followed the business disturbances of 1797.

The first national bankruptcy act was approved on April 4, 1800 (2 Stat, 19.) It provided for an effective period beginning June 2, 1800 and continuing for 5 years.

It applied only to merchants or other related parties. The act provided for compulsory or involuntary bankruptcy, but not for voluntary bankruptcy. Because of its limited applicability the act was repealed on December 19, 1803, just months before its expiration date.

Bankruptcy Act of 1841

This act followed the business panic of 1837.

The second national bankruptcy act was passed on August 19, 1841 and was to take effect on February 1, 1842.

The law allowed voluntary bankruptcy to all debtors, but limited involuntary bankruptcy to merchants, bankers, factors (an agent or commissioned merchant), brokers, and traders.

It eliminated the requirement of the consent of the creditor for a discharge. The bankrupt filer, however, could obtain his discharge through a jury trial if the jury found that he had surrendered all his property and had fully complied with the orders of the court.

Bankruptcy Act of 1867

This act followed the post-Civil War recession of 1866-1867.

On March 2, 1867, Congress approved the Nation’s third bankruptcy act to assist the judges in the administration of the law, the act provided for the appointment by the court of registers in bankruptcy.

The registers were authorized to make adjudications of bankruptcy, to hold and preside at meetings of creditors, to take proofs of debts, to make computations of dividends, and otherwise to dispatch the administrative business of the court in bankruptcy matters when there was no opposing interest.

In cases where opposition to an adjudication or a discharge arose, the controversy was to be submitted to the court.

Bankruptcy Act of 1898

This act followed the business panic of 1893 and the depression that followed. We are currently under the umbrella of this fourth act.

In 1889 The National Convention of Representatives of Commercial Bodies was formed to lobby for bankruptcy legislation. The president of the Convention, Jay L. Torrey, drafted a new Bankruptcy Bill otherwise known as the “Torrey Bill.”

In 1898 Congress passed a bankruptcy bill based on the previous Torrey bill. This Act also called the “Nelson Act” was passed July 1, 1898, (Ch. 541, 30 Stat. 544.) It was the first United States Act of Congress involving Bankruptcy that gave companies an option of being protected from creditors. Previous attempts at bankruptcy law had lasted at most a few years. Its popular name is a homage to the role of Senator Knute Nelson of Minnesota.

Bankruptcy files are in the custody of the National Archives and now stored offsite at the National Archives branch in Kansas City, MO. Researchers should contact the Archives directly to conduct searches. Some indexes are still maintained at the regional archives.

Bankruptcy Records Examples

1) Two pages from the Bankruptcy File of Percival L. Strauss of Bethel Twp. Berks Co. PA.  1 Page is the petition and the second page is a page from “Schedule A” which lists the debt owed by the bankrupt.

federal court bankruptcy record

Petition by Debtor: Percival L. Strauss

Creditors Bankruptcy record

Schedule A – No. 3: Creditors Whose Claims are Unsecured (Percival L. Strauss)

2) Tintype of Percival L. Strauss-circa 1872 within a few years of filing Bankruptcy.  

Percival L. Strauss

Percival L. Strauss. (Courtesy of Michael’s cousin Harry B. Strauss of Myerstown, PA)

Biographical information:
Percival Long Strauss (Son of Benjamin Strauss & Rebecca Long)
Born: December 16, 1830-Upper Bern Township, Berks Co. PA
Died: Mohnton, Berks Co. PA
Married: April 9, 1855-Bethel Township, Berks Co. PA to Malinda Smith (12 Children)

May 18, 1867 (Page 3, Column 6), in the Berks & Schuylkill Journal newspaper the entry reads: “P.L. Strauss of Bethel Twp. Berks County, PA Class #13 License paid $10.00 to conduct store (merchant).” 

This is the business he had at the time of his bankruptcy filing on May 27, 1867 in Philadelphia, PA in the Eastern District of Pennsylvania.

Types of Information Found in Bankruptcy Records:

  • Lists of creditors (name, address)
  • Amount of money owed (the debt)
  • Specific information about the items for which the debt was incurred
  • Total dollar amounts

Follow the Federal Record Trail:

Information found could lead you to additional records. For example, if your ancestor filed for bankruptcy due to debts associated with his business, you could go back to the local level to look for records such as a business license, newspaper articles, etc.

Lisa suggests searching Google Books for digitized items such as county histories, almanacs, catalogs, merchant association books, etc. Here’s an example of a bankruptcy notice found in Google Books (which is free) for Michael’s ancestor Percival L. Strauss

Bankruptcy notice in Google Books

Searching for Percival L. Strauss bankruptcy notice in Google Books

 

Bankruptcy notice in Google Books

Bankruptcy notice (Oct. 9, 1868) found in Google Books

The National Archives has been consolidating all of the bankruptcy records. It is going to be the Kansas City, MO branch of the National Archives, which currently has the Patent files.

Examples of bankruptcy cases:

  • Bankruptcy Act of 1841 – Edgar Allen Poe filed bankruptcy in 1841.
  • Bankruptcy Act of 1898 Act – Dean Martin in New York

Amendments to the most recent bankruptcy act include:

1933: The “1898 Bankruptcy Act”

Amended to include railroad reorganization, corporate reorganization, and individual debtor arrangements.

1938:  The “Chandler Act”

Amended the earlier 1898 Bankruptcy Act, creating a menu of options for both business and non-business debtors. Named for Walter Chandler.

1978: The 1898 Bankruptcy Act

Replaced by The Bankruptcy Reform Act. This Act is still used today.

Writs of Habeas Corpus:

Habeas corpus is a court order from a judge instructing a person who is detaining another to bring the detainee before the court for a specific purpose.

It was often used during the Civil War for soldiers under the age of 18 years and in reference to runaway slaves.

Writs can be found in most case files. They usually involves a petition, transcript, order, and the writ when ordered by the Judge. Contact the National Archives regarding RG19 for records pertaining to this set of documents and indexes.

Fugitive Slave Act:

The Fugitive Slave Act of 1850 was passed by the United States Congress on September 18, 1850 as part of the Compromise of 1850. It was one of the controversial acts passed down by law. Runaway slaves could be returned with the help of the Federal Government.

Records can include:

  • Petitions
  • Affidavits
  • Testimonies
  • Documentation of ownership

Records are typically found in the court of original petition and the court with jurisdiction over the area where the slave escaped. Search under the slave holder’s name.

The Confiscation Act of 1862:

Passed by an act of Congress on July 17, 1862, the full title is “An Act to Suppress Insurrection, to Punish Treason and Rebellion, to Seize and Confiscate the Property of Rebels, and for Other Purposes.”

This Act gave the power to take the land and businesses of persons who served the Confederacy. Records include case files include; petitions, orders of the court, proofs of public notice, and notices of seizure

Example: General Robert E. Lee. The act covered land under Union Control. Lee lived in Northern Virginia, and his home was confiscated. The file has a complete inventory of his house. The location is now the Arlington National Cemetery.

Federal Criminal Records

Criminal records could include cases covering:

  • Treason
  • Assault and Battery on the high seas
  • Conspiracy to over through our government
  • Smuggling
  • Forgery
  • Counterfeiting
  • Carrying on a business without a license
  • Not paying taxes

Naturalization Records:

Records were created:

  1. at the federal level
  2. at the local level – local court at the county level

1790: The first national act created a two-step process:

  1. Declare your intention to become a citizen
  2. File your petition for citizenship

Your ancestors may not have finished the process, and they may have filed both at local and federal levels.

Naturalization Record German Genealogy Records Bust Brick Wall

Petition for Naturaliztion

 

Resource: The Family History: Genealogy Made Easy Podcast

Family History Genealogy Made Easy Podcast

 

Episodes focusing on the Naturalization process include:

Episode 29: Immigration and Naturalization Records for Family History, Part 1

This episode begins a 3-part series on U.S. immigration and naturalization records. Learn about passenger arrival lists in the U.S., little-known certificates of arrival and naturalization records: how to find them and what’s in them.

Episode 30: Immigration and Naturalization Records for Family History, Part 2

In this episode we focus on passenger departure records created in European ports. He also talks more in-depth about U.S. naturalization records.

Episode 31: Immigration and Naturalization Records for Family History, Part 3

In-depth discussion of passenger list annotations and the immigrant’s experience at Ellis Island. Unlock the meaning of those mysterious scribbles on 20th-century passenger manifests!

Learn More with Michael Strauss:

Visit Michael’s Website: Genealogy Research Network

Register for Michael Strauss’ week-long Salt Lake Institute of Genealogy (SLIG) 2020 course called Court #2 A Guide to Treasures Found in Federal Records.

Hear More from Michael Strauss: Genealogy Gems Premium Membership

Gain access to the complete Premium podcast archive of over 150 episodes and more than 50 video webinars, including Lisa Louise Cooke’s newest video The Big Picture in Little Details.

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More Reading:

Black, Henry Campbell. Black’s Law Dictionary. Sixth Edition. St. Paul: West Publishing, 1990.

Burton, William C. Burton’s Legal Thesaurus. New York: Macmillan Library Reference, 1998.

Chapin, Bradley. Criminal Justice in Colonial America, 1606–1660. Athens: University of Georgia Press, 1983

Eichholz, Alice ed., Red Book: American State, County, and Town Sources, 3rd Ed Provo: Ancestry, 2004.

Evans, Barbara Jean. The New A to Zax: A Comprehensive Genealogical Dictionary for Genealogists and Historians. Second Edition. Champaign: B.J. Evans, 1990

Neagles, James C. and Lila Lee Neagles. Locating Your Immigrant Ancestor: A Guide to Naturalization Records. Logan: Everton Publishers, 1986.

Rapaport, Diane. New England Court Records: A Research Guide for Genealogists and Historians. Burlington: Quill Pen Press, 2006

Rose, Christine. Courthouse Research for Family Historians. San Jose: CR Publications, 2004.

Schaefer, Christina. Guide to Naturalization Records of the United States. Baltimore: Genealogical Publishing Company, 1997.

Szucs, Loretto Dennis, and Sandra Luebking. The Archives: A Guide to the National Archives Field Branches. Salt Lake City: Ancestry Publishing, 1988.

Thank you to Michael Strauss for contributing to these notes and sharing his expertise!

This free podcast is sponsored by:

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Lisa Louise Cooke uses and recommends RootsMagic family history software. Visit www.RootsMagic.com

 

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Genealogy Gems Podcast Episode 254

How to Use Google Photos for Family History

Have you thought about using Google Photos but just weren’t sure how it worked or where to start? This episode will answer your questions and give you the confidence to use it effectively. In this audio introductory tour to Google Photos we will answer the questions:

  • What is Google Photos? Is Google Photos private?
  • What features do I get with Google Photos?
  • How does Google Photos storage work? (Is Google Photos free?)
  • How do I start using Google Photos?
  • How do I upload my photos and videos?
  • How to search and retrieve photos and videos in Google Photos How would Google Photos benefit genealogists, archivists and others?

This audio comes from my YouTube video series Elevenses with Lisa episode 23.

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The Secret to Pairing FamilySearch and Pinterest for Family History

FamilySearch Family Tree plus Pinterest for family history adds up to cousin bait like you’ve never seen. Here’s a little-known technique to utilize both sites together for great results.

Pinterest for Family History

There is a little known secret: Pinterest and FamilySearch Family Tree can work together to reel in new cousin connections.

Pinterest is a free, online bulletin board where you can collect content that you find on the web. It’s a kick-back to the old days when we found pictures of our favorite home decor or recipes and tore out the pages of the magazine. Do you remember doing that? No longer do we need to tear out pages and file pictures and articles of our favorite things in old binders. You can use Pinterest to keep all of your items organized and accessible at the click of the mouse.

Pinterest is not a piece of software or something you download. All you need to do is go to www.pinterest.com and sign-up using your email or Facebook to create a free account.

 

FamilySearch Family Tree works similarly with their “Memories” section. The Memories section allows users to collect and store family photos, documents, stories, and even audio. But that is just the beginning! Pinterest provides you with a way to put these items to work for you. Photos, documents, and stories you post on a FamilySearch memories page can be pinned to your Pinterest board.

Why is this so groundbreaking, you ask? When potential cousins Google your common ancestor, the list of results will include your Pinterest board, like the search example below that finds my own Pinterest pins:

Then, when they click that great photo of grandma or the WWII story of great-grandpa on Pinterest, they are automatically directed back to your FamilySearch Family Tree where they can see your pedigree chart…for FREE!

(You don’t need an account to see, use, or search within the FamilySearch Family Tree. If you were to try this technique using images you have uploaded to a subscription site such as Ancestry, those clicking from Pinterest would simply land on the log-in page to Ancestry. Without a paid subscription, they go nowhere. How frustrating!)

How to Connect Your FamilySearch Family Tree with Pinterest Pins

1. If you haven’t already set up a Pinterest account, you will need to do that first.
2. Create a board specifically for the purpose of family history. I chose to create a board for each of the surnames that I’m actively researching. I would love to make some connections with other genealogists on these! “Bowser Family of Clark County, Ohio” and “Cole Family of Lee County, Virginia” are two examples. (Notice, I added a county name and state. I wanted to be sure I attracted people who searched by surname and/or place name.) Do not add any pictures to your boards yet.

pinterest cousin bait
3. Create or log in to your free FamilySearch Family Tree with names and dates of your ancestors.
4. Click on an ancestor for whom you want to add a memory. At the “Person” page, click on “Memories” near the top. This will take you to the memory page where you will upload the photos, documents, and so forth for your specific ancestor.

Pinterest_CousinBait_2 pinterest for family history

5. Add a title and an accurate, thorough caption. An example of a title might be a full name or a story title like: “When Her Baby Died.” A caption needs to include more details: “Lillie Amanda West, Clark County, Ohio. Wife of George Henry Bowser and daughter of Edmund West and Lavina Wilson. Picture taken ca. 1897.”

6. Once you have uploaded everything you wish with your titles and captions, go back to the FamilySearch Memories gallery page by simply clicking on “Memories” again. If you hover your cursor over a picture, document, or story you uploaded, a little “Pin It” box will pop up. (Important Note: FamilySearch reviews all items uploaded to the Memories section for inappropriate content. Because of this, you may have to wait a few minutes before your items are able to be pinned.) Now, click “Pin It” and follow the prompts to pin the item to the Pinterest board of your choice. You will need to copy and paste or create a new caption for your pin. Click the little pen below the picture to edit the caption. (Remember, this caption will be what you want to be Google-searchable, so pack it with names and words that you think your long-lost cousins might type into the Google search box when searching for those ancestors. (Need help with Google search terms? Lisa Louise Cooke’s book The Genealogist’s Google Toolbox, 2nd Edition is your go-to resource.)

Pinterest_CousinBait_3 pinterest for family history

Cousin connections often bring to light new and exciting pieces of your family’s story. Try using Pinterest and FamilySearch Family Tree today as cousin bait to find long-lost family members anywhere in the world.

More Gems for Pinterest for Family History

Episode 69 Alice the Genealogist Parts 3 & 4 Online Productivity

Video and Show Notes

This week we’re going to revisit two more early episodes of Elevenses with Lisa that will help you be more productive and organized no matter what device you using for your genealogy research. I’m bringing these episodes out from behind the Premium Membership paywall and making them available for free this week. These will be presented back-to-back as Live Video Premieres on my Genealogy Gems YouTube channel. Part 1 and part 2 of this short series can be found in episode 68. In part 1 we covered what makes us vulnerable to getting distracted, and how a research plan can help. In part 2 we talked about how to deal with BSOs (bright shiny objects!) In this episode 69 we will cover parts 3 (Mobile Organization) and 4 (Online Productivity Strategies).

How Alice the Genealogist Avoids the Rabbit Hole Continued…

Part 1 and part 2 of this short series can be found in episode 68. In part 1 we covered what makes us vulnerable to getting distracted, and how a research plan can help. In part 2 we talked about how to deal with BSOs (bright shiny objects!)

Part 3

In episode 68 we covered:

1. Use a Cloud-Notetaking Service

  • Get a free Cloud note-taking tool and use it consistently. (Examples include Evernote, OneNote, and Google Keep.)
  • Use the website, software, and/or app to capture unexpected finds while researching. Both Evernote and OneNote work on all platforms.
  • Your notes in your account will synchronize between your devices (depending on the program and plan you choose.) You can add to your notes or work with them anytime, anywhere.

2. Schedule BSO Time

I use Google Calendar to stay organized and schedule my BSO time. Create a BSO calendar, and then schedule BSO time on your calendar. These will help you remember to follow up. Knowing you have set aside time in the future to explore the BSO helps you mentally let them go and stay on track with your research plan.

In this episode:

3. Mobile BSO Organization

Success comes from pairing your research plan and process with a great supportive research environment. We have a variety of “environments” we work within such as:

  • On paper at our desk
  • On our mobile devices
  • On our computer
Mobile Genealogy Organization (Alice

Mobile Genealogy Organization

Let’s look at how we can set up a workflow for BSOs while mobile computing. My two favorite methods for capturing BSOs on a smartphone or tablet are 1) Cloud Notetaking, and 2) Home Screen “Bookmark Apps”.

Option 1: Cloud Notetaking

I’ll be using Evernote on an iPhone as an example. (You may see slight variations in the instructions depending on the service you use and your device.)

Evernote is a great choice if you want to easily sync and use your notes on all devices including your desktop computer and / or laptop computer.

Before you begin, you’ll need a free Evernote account at evernote.com. You’ll also need to download the free Evernote app from your device’s app store, and log into your account.

When you come across a BSO while researching online in a web browser (such as the Chrome or Safari app), here’s how to capture it:

  1. Tap the Share icon on the web page.
  2. Select Evernote from the menu. If you don’t see it tap More for the complete menu of available apps. If you still don’t see it, make sure you have downloaded the app.
    Tap More to find the Evernote app

    Tap More to find the Evernote app

  3. The app will open and should open a new note. Edit the note as desired.
    Edit the BSO note

    Edit the BSO note

  4. Tag the note with the “BSO” tag, as well as any other tags you find helpful.
    Tag with the BSO tag

    Tag with the BSO tag

  5. Tap Save.
  6. The note is now saved to Evernote. If you are on WiFi, Evernote will synchronize so that the note will be available from any device signed into your Evernote account.
    The BSO tagged note

    The BSO tagged note

Option 2: Home Screen “Bookmark Apps”

Keep in mind that these aren’t the same as “Bookmarks” found in your web browser apps. I call them “Bookmark Apps” because they do save a particular web page, and they look just like apps. In the menu this feature is called “add to home screen.” (see image)

Bookmark Apps are best for when you plan to do your BSO follow up on the same mobile device.

How to capture a BSO as a Bookmark App:

  • In your browser app, when you come across a BSO web page, tap the share icon.
  • Tap Add to Home Screen.
    Tap Add to Home Screen

    Tap Add to Home Screen

  • Edit the title so it will be easy to remember why you wanted to follow up on it.
  • Tap Add (iOS – this may be different on Android, or different browsers)
  • The web page “bookmark app” is now on your home screen.

Once you have created at least two BSO bookmark apps, you can then create a folder.

How to create a folder:

  • Move the bookmark app by pressing and holding it until it shakes.
  • Keep your finger on it and drag it onto the other BSO bookmark. This will create a folder.
  • Name the folder “BSO”.
  • Press the home button to save.
    Bookmark apps in the BSO folder

    Bookmark apps in the BSO folder

     

Now whenever you have some spare time you can tap the BSO folder and get back to one of those items that previously caught your eye.

How Alice the Genealogist Avoids Falling Down the Rabbit Hole Part 4

Creating a Supportive Computing Environment

The following tools are available for your computer desktop or laptop.

Restore Tabs

In addition to using Ctrl+Shift+T (Win) or Cmd+Shift+T (Mac) to restore a closed browser tab, you can also right-click on the new tab plus sign and select Reopen closed tab from the pop-up menu. You can do this multiple times and web pages will continue to open in the reverse-order that they were closed.

Turn Multiple Tabs into One and Save Memory with OneTab

Online genealogy research can leave you with a lot of open web browser tabs. While using multiple tabs allows you to jump back and forth between web pages and records, they can take up valuable computer memory.

You can dramatically reduce your memory usage with the OneTab extension available for both the Chrome and Firefox browsers. With one click, OneTab will combine your open tabs into a clickable list in one browser tab. You can even export the list for future reference.

Get OneTab in the Chrome Web Store here
Get OneTab in the Firefox Web Store here

Reduce Email Distractions

  • Gmail now has a Snooze feature which allows you to temporarily file an email until the date and time you select.
  • Snoozed emails will reappear in your Inbox at the scheduled time.
  • Retrieve snoozed emails at any time by clicking “Snoozed” in the menu on the left.

Get Back on Track with MyActivity

When you are signed into your Google account, MyActivity tracks the searches you conduct and the websites you visit. By visiting your MyActivity, you can search for and return to any previous activity. You can also turn it off. Go to MyActivity and click Activity Controls from the menu. Switch the slider to the off position. Visit MyActivity at https://myactivity.google.com/myactivity

Save Time by Previewing Your Google Search Results

Rather than clicking on each search result and loading the page (which also takes you away from the rest of your search results), use  the Google Results Previewer web extension for Chrome. Once installed you can simply hover your mouse over a result link to reveal a preview of the page. Then you can decide whether to click through or preview additional results.

Click here to get the Google Results Previewer web extension for Chrome.

Resources for Further Learning

Premium Members: download this exclusive ad-free show notes cheat sheet PDF.  Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here

Genealogy Gems Premium Videos:

  • Organize Your Online Life
  • Using Evernote to Create a Research Plan

Evernote Quick Reference Guide, by Lisa Louise Cooke. Available at Genealogy Gems Store

Genealogy Gems Premium Membership

Click to learn more about Genealogy Gems Premium Member

 

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