Change is something we can always count on, but that doesn’t make it any easier, does it? Understanding why the change is happening, how it affects you personally, and what you can do to adapt, does. So, when FamilySearch announced the end of their long-standing microfilm lending program, I immediately sought out the key expert who can answer these questions for you.
FamilySearch’s Goal for Microfilm and the Family History Library
It seems like only yesterday I was interviewing Don R. Anderson, Director of the Family History Library about the future of the library and FamilySearch. Back then, in 2009, he made the startling statement that their goal was to digitize all of the microfilms in FamilySearch’s granite vault. (Click here to listen to that interview in my Family History: Genealogy Made Easy podcast episode 16.) Fast forward to today, and we see that in less than ten years that end goal is within sight. We are also seeing the ending of a service nearly every genealogist has tapped into at some point: the microfilm lending program. Family historians have been able to place orders for microfilm to be shipped to their local Family History Center where they could then scroll through the images in search of ancestors.
On August 31, 2017, this service comes to an end.
Fear of the Unknown
It’s sort of scary to see this come to an end before every last roll of microfilm has been digitized and put online (just head to social media to read some of the concerns). It’s definitely been comforting to know that the records you need are just an order form and two weeks away.
I have always found that being armed with information helps alleviate fear, and so upon hearing the news, I reached out to FamilySearch to arrange a special interview with Diane Loosle, Director of Patron Services at FamilySearch. In this special Genealogy Gems Podcast interview, we take the time to really comb through what the end of the microfilm lending program means for you, and what your options are for records access going forward. I’ve been anxious to get this information into your ears and hands, and have spent the entire weekend producing this episode and transcribing it for you.
The Interview: The End of the FamilySearch Microfilm Lending Program
Lisa: One of the constant challenges for genealogists is gaining access to genealogical records that they need for their particular family history research. I imagine that you’ve had that challenge yourself. Thankfully, since 1938 the FamilySearch organization has been microfilming records around the world. They’ve been making these records available through the Family History Library in Salt Lake City, and through a tremendous lending program with their Family History Centers located worldwide. And that may be where you’ve gotten your hands on a couple of microfilms and records over the years. But of course, as the Internet has been more accessible over the last two decades, this is changing the landscape of record access. So more and more we are gaining access to digitized records online, and this has led to a really big change in the long-standing microfilm lending program.
I’ve invited Diane Loosle, the Director of Patron Services Division at FamilySearch, to talk about the change that’s occurred, what it means for you, and what your record access options are going to be going forward. Diane, thanks so much for joining me today.
Diane: I’m so happy I could come, and thank you for inviting me.
The Reasons Microfilm Lending is Coming to an End
Lisa: I imagine that you’ve been very busy with the changes. I know that the last day of the microfilm ordering was August 31, 2017. And you know FamilySearch has been digitizing records for years, so we are going to be shifting from microfilm to digitization. Why is right now the time that the change is happening, where you’re actually discontinuing the physical microfilm lending?
Diane: This is such an exciting time Lisa. We’ve been looking forward to this day for many, many years because when you think about the fact that you can get access to these images immediately in your home, for the most part – there are some that you have to access through a center or library, but the majority are in your home – that’s pretty wonderful. And so we are moving to a place where all of our fulfillment for your needs for your records is going to be digital and that’s what this change is all about.
So the reason that it’s happening now is that, a couple of different reasons. First, we have moved through a lot of the microfilm and have had those digitized and they are up online. So it was a good point with that.
We’ve also seen a huge drop in the orders of microfilms. So there’s not very many being ordered now, so that kind of lined up.
And then also our supplier. We have a single supplier for vesicular microfilm, and I think that’s important to understand that we’re talking about a certain type of microfilm because we use that type to make the copies and send them out to you. We have a single supplier, and that supplier has been kind of raising prices and giving us the indication that they would rather not be in that business. And so with all those things together, and the fact that we would like to take the resources that we are currently using to duplicate films, and send them out, and ship them and all of that, we’d like to take those resources and move them towards bringing you more records digitally.
It seemed like the right time to make this decision to finally finish it. Now we do have some of the collection that has not been completed of course, and I think that’s what’s causing most people concern is, “What happens? Can I get access to that during this time that you are still finishing it off?”
Lisa: Exactly, and you know I have visited the distribution center for your lending program, and it was massive and it looked really complicated. And then when you add on the idea that the access to the actual film itself is changing.
I just got a camera from my uncle, and it’s got 25-year-old film in it. It took me all day to find a local store that could develop it for me!
So, it’s like a perfect storm of a lot of technological changes, which is exciting, because as you said we can access things from home.
Digitization and Publishing Limitations
I know that when it comes to the microfilm that you guys have, the goal has been to digitize all of it. But explain to folks what the limitations are in terms of, do you have the rights to lend it, do you have the rights to digitize and put up online everything that you have microfilmed?
Diane: Right. So we are always limited by the rights associated with the collections because the record custodians stipulate those when we do the agreements. And in microfilm, we’ve been circulating things. Our intention is to circulate digitally everything possible legally for us to do. And that’s the majority of the collection.
Now in the process of doing this, what’s happened over the years is that laws have changed around Data Privacy, particularly in Europe and some other locations around the world. And as we’re going through and reviewing all of these, you can imagine these thousands of contracts for this process, we’re discovering that there are some that because of the changes in the Data Privacy laws, they really should not have been continuing to circulate because of those changes.
So those would then in the future be restricted because of the Data Privacy issues. And those are usually very modern records, those that have living people in them.
So there will be a set of records that maybe you could have gotten on microfilm previously that you would not now be able to get digitally. But that’s because they shouldn’t have been in circulation anyway because of the data privacy changes. But for the most part, what we’re circulating microfilm-wise you will have access to digitally.
Now, about 20% of the collection you have to access through the Family History Library, or through a Family History Center or affiliate library because of the contracts we have. And that was also true with the microfilm of course, and now it’s true with the digital images as well, based on the contracts, so there will be a certain set that is in that category.
Family History Center Affiliates
Lisa: Help us understand what affiliate centers are.
Diane: Affiliates don’t have to return the film they have. Affiliates are usually public libraries or Family History Centers in an LDS chapel. Local leadership will decide. So if they keep them, you can still access them. And the Family History Library in Salt Lake City will maintain a large microfilm collection as well. Go to familysearch.org and in the right corner, you’ll find the Get Help link (and click Contact Us). Search by zip code for affiliates near you. They will appear on a map. Libraries have extended hours compared to Family History Centers.
The best way to find out where the films are still located, both physical and digital, is the FamilySearch Card Catalog. Many people aren’t that familiar with the card catalog. Look for the Camera icon, then click to go to the document image.
Lisa: Let’s dig into that a little bit. So we’re talking about, you mentioned the term “affiliate centers” and I know that there are some locations which aren’t technically affiliates. Can you help define that for us? How do we figure out, before we make the jaunt over to the local family history center if that’s one that actually can still have some of the microfilm. Help us sort that out.
Diane: So if you go to any center or affiliate library out there, and I’ll tell you how to find those in just a minutes, they can keep whatever film they already have on hand. There’s nothing that’s saying that they need to send it back. Now that is dependent on decisions made at the local level. So, you know, the leadership of either the affiliate library, which is normally in a public library, or a family history center which is often in an LDS chapel, the local leadership there will make a decision about, you know, the film and what happens to them in the future, but we’re not asking them to send them back. So you’ll still be able to access them. And the library here in Salt Lake will maintain a large microfilm collection as well. So, it will still be available that way.
Now the way that you find these locations is if you go into FamilySearch, up in the right-hand corner there’s a Get Help link, and the Get Help link lets you get in touch with us. And then you can search actually using your zip code to find which centers and affiliate libraries are near you, and both will appear on the map that appears. So, uhm, you can find out which ones are near your location.
The affiliates are, as I said, often public libraries, so they may have extended hours beyond what the family history center might have because the family history center is often as I said in a chapel and manned by volunteers. And so they may not have as many hours as your affiliate libraries may have.
How to Identify Where the Films are Located
Lisa: So whatever they may have had on hand when the lending program came to an end, they had the option to decide if they were going to hang onto it, or if they were going to send stuff back. There’s going to be some just at the Family History Library in Salt Lake City. Do we go into the card catalog to identify where the existing films are still located?
Diane: Yes, so the best way to find out what’s available both digitally and where the films might be physically located is through the FamilySearch Catalog on familysearch.org.So if you go to Search on FamilySearch, and then Catalog, you can look up your location, look up the records your interested in, and it will tell you where those can be found.
Now, if it’s available digitally, and actually most people I’ve talked to where they would have this concern about “oh goodness, I’m not going to have access to my films!”, when I’ve talked with them, and we’ve looked them up, their records were already available digitally, they just didn’t know it. So, if you go in the catalog and look it up where it lists the microfilm, there will be a little camera icon out to the right-hand side, and if you see that little camera icon, you can click on that and that takes you straight in to the digital images for that record.
Now we publish those, we do about digitize about 1,500 microfilms a day at the vault. And we publish those pretty immediately up on to the website through the catalog. You will not find those through the Historical Records part of FamilySearch under Search Records. They’re just through the catalog, so there’s a much larger collection available through the catalog than what you see in the Historical Records section.
How Films are Prioritized for Digitization
Lisa: When we get notifications, I know I get your press releases and such on the new records that are coming out, does that include those? Because we do publish every Friday kind of a run down for all of our listeners out there, what the newest records are that are coming online.
Diane: It does not currently. That publication only includes things that are published online in the Historical Records section of the website. However, with this change, we’re looking to change that so it will include those being published to the catalog. Now the challenge with that is the volume! Because 1,500 films a day is a lot.
And these films, because the way that we did this initially, we prioritized all of the films that had been ordered in the last five years to make sure that those were available digitally, so it’s been kind of piecemeal a little bit.
So, you might have two or three films in a full collection that have been digitized and the rest maybe not, at this point, and so trying to help you understand what is and is not available through that publication. We’re still working through the details. But the intention is, as we go forward, will be to prioritize filling in those collections where maybe one or two films have been digitized and the rest have not yet. We will go through and make sure the whole collection has been digitized. And then we are going to introduce a process where you will be able to let us know if there is a film that you absolutely need. You can let us know, and we will work that into our prioritization and try to get that to you as quickly as we can. You know if you think about how long it took to get a microfilm to be delivered to you once you ordered it, you can think about it’s kind of the same time frame when it might then be available to you digitally.
How to Request that a Microfilm be Digitized
Lisa: How could they be contacting you to make that kind of request?
Diane: We are working on that process right now, trying to finalize it. So there’s kind of two options we’re looking at at the moment: One, you would contact us through our support line, the Help Line. The other is that we would just have a form up that you would fill out. Now the form is going to take more time to get established and up. So we may go out of the gate with not as ideal of a process, but we want to make sure that we can let us know, so we’ll be clear about what that is as we get closer to September 1st.
Lisa: When we get into the catalog, have you already flagged which ones are going to have restrictions, they are just not going to be able to be digitized? Because I think some people might be thinking “Maybe I should just hold on and wait, over the next couple months maybe they’ll get to this one, I’ll put in a request.” But I imagine that’s going to be a big job if you have to go in and try to flag every single one that you know you’re not going to have the rights to digitize. Tell us how you’re going to deal with that.
Diane: Well, that has not occurred and would be pretty impossible to do at this stage, just because of the volume of what we’re dealing with trying to go through. We’re doing it as we go to digitize the films. And so, we discover it as we go, as opposed to knowing it ahead of time.
Lisa: So if they put in a request, you pull it out, go ‘OK well let’s look at doing this,’ and then realize, no, this one’s not going to be able to do it. Then at least they would get that information?
Diane: Yes, they would. Well, what would happen is we’re working on a way so that in the catalog you would be able to identify that. So for example, a request actually came from the community out there that we be able to distinguish if a record can be viewed in my home, or if I have to be at the facility to view it, or if there is some other restriction on it. And so, because of that feedback, we thought “So let’s see if we can figure out a way to help people understand that.” Now, these things probably won’t be ready right out of the gate. But we’re looking for ways to make it simpler for you to understand what the challenges are with the record that you’re trying to access.
Gaining Access to Microfilm and Some Restricted Digitized Records in Person
Lisa: Sure. So, if we’re looking online and we see a record, and it’s not been digitized yet, would we at this point, until you get more formalized processes going, would you still encourage people to get in touch with the Family History Library in Salt Lake City? What other options are they going to have to gain access?
Diane: So first what I would do is I would look, because we’ll maintain the film inventory, so we know where the films are located, so I would first look and see, is this film available somewhere near me? Or if I have an opportunity to come to the Family History Library, and the film is there, great. But, so first look and see if you can locate it, then you can let us know through the channels that we’ll have available to you what the film is, and then we’ll put it into the list to be prioritized to be digitized. But I would always encourage folks to look and see if they are located near where that film already is because that would be much quicker for them to get access to that.
Lisa: If Salt Lake City is the only place, then, of course, this really whittles down to the big fear of everybody, is “Oh that one film I’m going to need, it’s only going to be in Salt Lake City and I can’t get there.” What other kinds of options might a person like that have?
Diane: Well, so I think that there are some options available to them because we have a large group of professional researchers who come to the library every day, and those folks could probably be useful to you in looking up those records and getting copies of whatever is needed. So that’s one option that people could take to do that.
The majority of what we’ll have, I don’t think the case would be that the only place you can get it is the Family History Library. If we do have a fair number of collections that are in that category as we finish this process off, then we’ll look at ways to provide some access where we can. But that access would probably be in a digital way as well. So that would be my suggestion, that they reach out to those who are here every day and could take a look at that. And I think you know there are other websites where you can get access to professionals as well, or just good samaritans, you know, that want to help you out.
Lisa: Absolutely, and there are lots of those. Finally, are there any records that the people listening are going to completely lose access to?
Diane: The only ones that would be in that category is because of data privacy. So, if there was an issue with, you know, a law changed, that made it so that we could no longer provide access to those. But that would have been true in the microfilm world as well.
Lisa: Exactly. So really, it really doesn’t change in that respect. We’re not losing records, we’re changing up how we access them. And I think you’ve helped shed a lot of light on kind of what the process will be and it sounds like you have a big job ahead of you.
“We’re not losing records, we’re changing up how we access them.” Lisa Louise Cooke
Shifting Resources to Meet the Goal
Lisa: How quickly do you think it’s going to help once the lending process is let go of, that the resources start going to all of this other work now that you have to do on the digital side?
Diane: I think it will move pretty quickly for us to, you know, start to do more with the resources we have. For example, we’re collecting around three million images with three hundred camera crews out there, about a week. So, that’s a lot! And we want to shift a lot of resources. Another place we’d like to capture more is with Africa and the oral genealogies project that we have, and gain more access there. So, we’ll be shifting to those. And then, of course, the vault is moving at a pretty good clip already, with about 1,500 films a day, so I think we’ll be able to keep up pretty well with the demand that’s coming at us from people. But, we’ll evaluate that as we go, and determine if we need to boost up more there or not, to be able to move more quickly for folks.
Empowering Genealogists to Learn More
Lisa: Any other questions that I didn’t think about that you’ve been hearing online, in social media, that you’d love to give us some input on?
Diane: Well, we have had some questions from some of the affiliate libraries about how do they get the access? So that’s been happening online a little bit. And so we just want them to know that we’ll be reaching out to them via calling all of them actually, and helping them through this process of setting up the things that they need to technically to be able to get access to the images digitally. So that’s definitely something they should know.
The other thing is that we have a lot of people who don’t actually know how to use the catalog [laughs] because you know they’ve grown up in a search world, or looking at the historical records the browsable images, and a lot of people don’t understand that there’s a lot of different ways to access the records on FamilySearch. So you have Search, which is a very small percentage of the collection actually, compared to the whole, and then you have the Historical Records that are only browsable, and that you can go in and look at the images browsing, and then you have everything that’s been published through the catalog. So there’s kind of three places that they need to look. So I think that’s the biggest piece I’ve seen: people just don’t know. They’re not aware of where to find those things. And you know eventually, it will be nice, maybe when those things come together. But at this point in time, they’re separate. And that’s because we wanted to ensure that you would maintain access. If we could just publish them quickly and maintain access for you, that’s the best in our minds.
Lisa: Absolutely! Well, I know that Sunny Morton here at Genealogy Gems is going to be joining us in future episodes talking more about just those different areas. And I love the way that you kind of laid it out for us because I think a lot of people weren’t that familiar with the differences. And she’s going to be helping us get a little savvier in that ongoing research.
Diane, thank you so much for taking time to visit with me, and to answer some of the questions. I know that you know that the emotions that run high are only because people are so passionate about family history, and they are so appreciative of what FamilySearch has done. It’s been an amazing resource that you guys provide to the public for free, which is just absolutely invaluable. And I know that I have a lot of confidence in where you guys are going because you always are out there looking forward. How far out into the future you guys look and you plan for is just phenomenal! It’s not just about us accessing records, it’s going to be for generations to come, and I love the fact that you guys are really laying the groundwork for that.
Diane: Well, thank you, Lisa! We are all about getting you access to records so that you can find your ancestors, and we will always be about that. I’m glad that I could come and help people to understand what’s happening and hopefully be a little less concerned about the change. I know it’s difficult, but it’s a wonderful change too.
We probably spend more time staring at our web browser than we do staring into the eyes of our loved ones. Since that’s the case, wouldn’t it be nice to be looking at a browser tab that not only makes you more productive but also inspires you? Well, you can and today I’ll show you how in the Chrome browser.
Plain Jane Chrome Browser Tabs
Normally when I click the plus sign on the right end of my browser tabs it opens a new tab that isn’t much to look at:
(Image above: Clicking the Plus sign opens a new browser tab.)
Well, recently I have been customizing the “New Tab” on my Chrome web browser, and the results have been helpful and enjoyable.
Now I find myself smiling each time I open a new browser tab. There, looking back at me, are ancestors. They are happily picnicking in a meadow under shady trees. They look relaxed in their white cotton shirts, sleeves casually rolled up, and glass bottled soda in hand.
(Image above: Chrome new browser tab with custom image.)
This sepia tone photo was taken early in the 20th century. It not only inspires me to keep up the genealogical search I am on, but also to take a chill pill when I hit a stubborn research brick wall.
Keep reading and I’ll show you how to add your own custom image to Chrome’s New tab.
Benefits of Customizing Chrome’s New Tab
My NewTab features more than just an old family photo. It also increases the speed of my online navigation by serving up the websites I need and use most often.
Notice the website shortcut icons I’ve added to the bottom of the page (image below.) With one click I’m on my way to search for historic newspapers at the Library of Congress Chronicling America website, or peruse the latest records at MyHeritage.
(Image above: Website shortcuts)
Customizing the New tab on your Chrome web browser can also increase your search speed.
Notice the suggested related searches that fall between the search query box and the customized website shortcuts. Google has the ability to suggest additional searches based on my most recent previous search.
(Image above: Related searches suggested in Chrome’s New Tab.)
So why would this be beneficial?
Envision yourself conducting a Google search for a particular record collection. You receive the search results, and several look promising. You may even click through to one of those results and start reviewing the page. But as you read, it occurs to you that there may be a better way to state your query that could deliver better results. Or perhaps you wonder if you’re using the best terminology.
Rather than losing the search you’ve already run (and that website you’ve already started reading), you open a New web browser tab. With a customized New Tab, Google will start you out with some suggestions for additional searches. These aren’t just random. Google takes into account the most popular type of searches on the topic and the terminology or keywords that it has determined would retrieve good results.
Is it perfect? No. But suggested related searches can give you a jump start, and lead you to results you might not have otherwise found.
Google’s Customization versus a Browser Extension
Now before I show you how to customize your New Tab, you may be wondering why I’m not just using a browser extension to do the customization.
Yes, there are a variety of Chrome browser extensions that allow you to change the New Tab page. But the answer to this question comes down to security. Browser extensions have the potential to leak your private information. It’s always best to stick with the Google customizations if possible.
Since we don’t spend that much time on the New Tab page, the features we are about to customize should be all we need. However, if you decide to use a browser extension, I encourage you to do your homework to do your best to determine if the extension is trustworthy.
How to Add Your Own Image to the Chrome Browser New Tab
Probably the most difficult part about customizing the background of the New Tab is selecting the photo!
I spent more time on picking my photo than I did actually setting it up. But don’t fret too long about it. It’s so easy to change the image that you can change it on a daily basis and rotate images if you just can’t make up your mind. Let’s get started:
1. Click the Plus sign
At the top of your browser, click the plus (+) sign on the far right to open a New TabYou can also open a New Tab by using the keyboard shortcut Ctrl + T.
And here’s a tip: Keep the tab that this article appears in open so that you can easily jump back and forth between the instructions and the customization page.
2. Click the Customize button
You’ll find the Customize button in the bottom right corner of the page.
(Image above: On the New Tab, click the Customize button.)
3.Upload the image
Select Background and click Upload from device:
(Image above: Upload image to the Chrome browser)
4. Find the Image
An Open dialog box will pop-up. Navigate to the desired image on your hard drive.
(Image above: Navigate in the “Open” dialogue box to the image that you want to use as your custom New Tab background.)
5. Select and open the image
Click to select the image and click the Open button. The image will now fill the screen. Don’t worry, you haven’t uploaded your photo into the public Google search engine. You are only customizing your Google account, and only you can see the photo.
Landscape images work the best for the New Tab page background. If you have a Portrait shaped photo, try cropping it to more of a landscape shape before uploading.
(Image above: Chrome new browser tab with uploaded image.)
If you want to change it back to plain or swap photos, simply click the customize icon in the bottom right corner that looks like a pencil.
How to Add Shortcuts to the NewTab
Now that you have your family looking back at your from your New browser tab, let’s add shortcuts to your favorite websites.
1. Click the Plus sign
Click the “Add Shortcut” plus sign beneath the search field.
2. Add the name and URL
Open a new tab, navigate to the desired web site, and then copy the URL in the address bar. Go back to the tab with the customization page, and in the Edit Shortcut window, type the name of the website, and paste the URL you just copied.
(Image above: type in the website name and URL.)
3. Click the Done button
Once you click the Done button, you will see your new shortcut below the search field.
4. Repeat
Repeat the process to add additional website shortcuts.
5. Edit Shortcuts
If you want to change one of the shortcuts that you’ve added, hover your mouse over it and click the three vertical dots in the upper right corner of the icon.
(Image above: Hover your mouse over the shortcut and click the three vertical dots to edit.)
Then you will have the option to edit or remove the shortcut.
(Image above: Edit shortcut dialogue box.)
Related Search Prompts on Chrome’s New Tab
As I mentioned earlier in this article, Google will provide related search suggestions when you open a new tab. You fill find them between the search query box and the shortcuts.
These can be helpful in providing you additional keywords worth searching. Google bases these prompts on what people usually search for. Here’s an example of the related searches that appeared when I searched for Historic Newspapers:
(Image above: Related searches suggested in Chrome’s New Tab.)
These search suggestions will change as you search for different things using Google.
How to Remove Related Search Prompts
Not everyone appreciates Google’s efforts to be helpful. If you would rather see more of your background photo and not the related search prompts, they are easy to remove.
Simply click on the three vertical dots just to the upper right of the prompts:
(Image above: Click the three vertical dots.)
In the pop-up balloon you have two options:
Don’t Show This Topic tells Google not to show the topic appearing on the tab again. In my example, I would not use this because I expect to be searching for historic newspapers again in the future. But if my search were just a one time thing, or the search prompts were completely irrelevant, then I would let Google know I don’t want to see this topic in the future by selecting this option.
Never Show Suggestions tells Google to never show suggestions on the New Tab again.
Make your changes in the pop-up balloon.
How to Return to the New Tab Default Settings
I love having a customized New Tab to greet me each time I click the plus button. However, there may be a time when, for whatever reason, you will want to return the New Tab to its original state. That’s easy enough to do! Here’s how to remove or change the background image:
Click the pencil icon in the bottom right corner of the screen. This will take you back into Customize mode.
If you don’t want any background image, click No Background. If you would like something completely different, you can also select from a collection of photos provided by Google:
To remove the background image, select Background > No Background
In this same pop-up dialogue box you can also remove your shortcuts in one swoop. Click Shortcuts and then Hide Shortcuts, and then click Done:
More Googly Ideas
I hope you’ve enjoyed this simple way to spice up Chrome’s New browser tab. You’ll find tons of exciting ideas on how to use Google more effectively for genealogy and family history in my book The Genealogist’s Google Toolbox.
If you’re a Genealogy Gems Premium eLearning member, check out my current full-length Google search video classes. (Image below.) P.S. Don’t forget to download the PDF handout for each class!
Elevenses with Lisa is our little slice of heaven where friends get together for tea and talk about the thing that never fails to put a smile on our face: Genealogy!
The National Archives is a wonderful resource of unique genealogical records. Though the archives are closed, the website is open, and it’s a great place to search for records and prepare for future genealogy research trips.
The National Archives website and online catalog can be a bit mystifying. If you’ve ever tried to search it and wound up frustrated, you’re not alone. This is often the case because the nature of the archives and the search function of the online Catalog are not genealogically focused. Armed with an understanding of how and why it is set up the way it is, and the know-how to search, refine, and download documents, you’ll be ready to add it to your genealogy toolkit.
In this video episode and article, we’ll be answering important questions such as:
What kind of genealogy records can be found at the National Archives website?
Which genealogy records are not available at the National Archives?
How do I search for records at the National Archives online Catalog?
How can I retrieve only digital items from the National Archives Catalog?
How can I get better search results in the National Archives Online Catalog?
How do I download files from the National Archives Website?
What Kind of Records Can be Found at the National Archives Website?
To understand the types of records we can expect to find we must first understand the role and mission of the National Archives. Their role is preserving and making available only the permanent Federal Government records. Some have genealogical value.
These records are arranged as the agencies created them, so there is no master subject or name index.
While they have 110 million + digitized pages in the Catalog, this represents just a small fraction of the holdings.
The Catalog contains descriptions for their nationwide holdings in the Washington, DC area, regional facilities, and Presidential Libraries.
The Catalog currently contains descriptions for 95% of the records, described at the “series” level.
You can find basic information about the records, including size and location, from the catalog description.
The National Archives is regularly adding more file unit and item descriptions, many of which include digital files.
Some traditional genealogy records can be found at the National Archives such as:
Census Records
Passenger Arrival Records (Immigration)
Land Records
Military Personnel Records
Court records
Fugitive slave cases
Naturalization records
Federal employees
Applications for enrollment in Native American tribes
Most if these records are available in person. However, all National Archives locations have been closed since March 13, 2020 and remain so as of this writing.
Genealogy Records You Will Not Find at the National Archives
Because the following genealogy records are not created at the federal level, they would not be cataloged or found at the National Archives:
Birth
Marriage
Divorce
Death records
Deeds and wills.
To obtain these records, check with the appropriate state or county.
What to do before you search the National Archives Catalog online
Before you begin your online search:
Write down your research question.
Decide what topic you want to browse.
Think of possible ways your ancestor interacted with the Federal Government.
On the National Archives website they provide a great example of a research question that a genealogist might have and how it can lead to records.
QUESTION: Why did my ancestor have a significant decrease in net worth between the 1860 Census and 1870 Census?|
ASK YOURSELF: How might your ancestor have interacted with the federal government that could help explain this discrepancy?
RECORDS TO SEARCH FOR: The Bankruptcy Act of 1867 allowed many people to file for voluntary bankruptcy. The genealogists could search in the National Archives Catalog for bankruptcy AND [state where you ancestor lived during that timeframe] to see if bankruptcy records are available that could help answer the question.
How to Search the National Archives Catalog Online
There are three key types of searches you can conduct in the catalog:
Keyword searches
Filtered searches
Advanced search
Let’s start with a keyword search:
Go to https://catalog.archives.gov
Enter keywords in the search box in the center of the page.
(If you are looking for an exact phrase using two or more words, put them in quotation marks example: “bounty land”)
Press the magnifying glass button to run your search.
The results will be returned starting with best results at the top.
To view a description, click on the blue title.
You can use the filters on the left side of the results page to narrow down your results.
Refine your search results by type if you know the type of material you want. Example of material type include photos, maps, or textual records.
It’s important to remember that just because the item appears in the result does not mean that it is available online. Many of the descriptions don’t include digital images of the records.
How can I retrieve only digital items from the National Archives Catalog?
You can dramatically narrow down your search results to include only digital items that you can review from home. To do this, on the search results page, click on the filter Archival Descriptions with Digital Objects. This will revise your results list so that you will only see descriptions of items with images attached.
How can I get better search results in the National Archives Online Catalog?
It never hurts to try searching by name, although many record descriptions will not name the people who are named in the records. You can improve these searches by using quotes around the entire name, or just the surname. This will restrict results to only items that exactly matches what appears in the quotes.
You’ll notice that there isn’t a specific search field for names in the National Archives Catalog. Here are several additional search strategies you can use when searching for the names of people:
Search on the person’s full name in first name-last name order.
Search for last name – first name within quotes
Search on the surname only. Again you can use quotes.
Search on spelling variations using the search operator OR. This works well when searching name variations such as: Burkett OR Burkette.
Search on variant spellings of the first name, including “Americanized” versions.
Example: Joseph Maggio OR Guiseppe Maggio.
Again, keep in mind that most descriptions in the National Archives Catalog do not include the names of people mentioned in the record. If you know an individual participated in event, search for related keywords and look within the records. You will need to read them to see if your ancestor is mentioned.
Another way to improve your search results is to shift your focus from people to topics. This is strongly recommended by the National Archives. You are much more likely to get a greater number of results because people aren’t usually named in descriptions. Be sure to read the description carefully to see if the item will be helpful and worth requesting.
When searching topics, think about and make a list of relevant phrases and keywords. For example, when searching for Land Records, try searching for phrases such as:
How to Download Files from the National Archives Website
After clicking the description on the search results page you will be on the record page. If there is a digital image, it can be downloaded. Look below to see if there are additional pages. You can click to select the desired page and then click the download icon just below the image.
If you would like to download all of the images, look below the list of images to see if a compiled PDF is available. This will allow you to download and save all of the images in one convenient file.
The Record Group Explorer at the National Archives Website
The Record Group Explorer offers a unique way of visualizing and finding records at the National Archives website:
Allows you to browse NARA’s holdings by Record Group
Use it to get a sense of the scale and organization of records
Explore what is available online via the Catalog
Provides an overview of the digital scans available online within a Record Group: textual records, photographs, maps and charts, electronic records, and more.
Records are grouped by specific government agencies. Each group is represented visually in a section. The section is light blue, signifying the total volume of textual records. If a dark blue bar appears in the section, it is an indicator that some of the records are digitized. The percentage or number (depending on the view you select in the grey Record Group Explorer Tools bar across the top) of digital images will be shown.
If the section is green, that indicates that there are records online but they are not textual records. They may be items like photographs or films.
If the section is grey, there are no records available online at all.
Click a section to learn more about that Record Group and explore the records.
Record Group Highlight: Motion Pictures
The National Archives holds a surprising number of motion pictures. As you browse or search, focusing on topic will likely be more helpful than searching by name. Consider looking for your ancestors’ homes, businesses, military service, events and associated locations.
“A series of films: 306-LSS, a group of more than 400 black and white reels of stock footage that ended up in the hands of the United States Information Agency (USIA).”
Answers to Live Chat Questions
One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.
From Sue M.: Do they hold WPA and CCC records? From Lisa: Yes to both!
From Steve S.: Can you use the * and ? as search operators in the NARA catalog? Also thanks for de-mystifying this site! you have made it much more understandable. From Lisa: After the show Steve did some searching and found this handy page providing additional search tips and operators supported by the website. Thanks Steve!
From Michael R.: Are the Naturalization records in the National Archives different from those in local courthouses? From Lisa: I haven’t looked lately, but about 15 years ago I filed a Freedom of Information Act (FOIA) request and received my great grandfather’s federal naturalization paperwork. It included a photograph that was not included at the county court level.
From Lynnette B.: I had my parent’s old home movies put on DVD’s several years ago. What is the next step in making them more available? Adobe spark video? YouTube? I want to identify each person on them? From Lisa: An easy way to get started is by making Adobe Spark Videos (see episode 16) which is free and easy. Use the Titles feature to add text explaining who is who. Uploading them to your free YouTube account channel is a super easy way to share them.
Resources
Get My Free Genealogy Gems Newsletter – click here.
The Periodical Source Index known as PERSI is a subject index of an amazing array of genealogy and local history articles published by subject experts in newsletters and periodicals from all over the world. Discover bible records, source materials, ancestor charts, transcriptions of original records, and much more.
Search PERSI and you just may find out that you don’t have a genealogical brick wall after all. We’ll show you how! My guest, Allison Singelton, Acting Genealogy Services Manager at the Genealogy Center at the Allen County Public Library in Fort Wayne, IN will guide you through:
where to find PERSI,
the best way to search PERSI,
and how to obtain copies of PERSI articles.
Video and show notes below:
Watch the Video:
How to Use PERSI like a PRO!
My guest: Allison Singleton, Acting Genealogy Services Manager at the Genealogy Center at the Allen County Public Library in Fort Wayne, Indiana.
What is the Periodical Subject Index known as PERSI?
(00:59) Allison: PERSI, the periodical source index is an index that we create in-house. It indexes periodicals (of genealogical value) from all over the world. These are periodicals such as newsletters, quarterlies, they could be anything from genealogical society publications, special interest group publications, surname or family society publications, or ethnic society publications. So, it’s a little bit of everything.
We are indexing the titles of those articles. It’s a subject index, and it’s full of amazing pieces of information that a lot of people don’t have access to from home otherwise. We’re able to take that information published by people in the locations where these publications are from, people with specific knowledge, that dive into a topic really deep. They’re the experts, the subject experts, and you’re able to get the information from the people who know the most, which is invaluable as researchers.
I absolutely love going through these different records. You may find Bible records, some source materials, ancestor charts, perhaps it’ll be a transcription of original records. You know, in fact, somebody actually found a transcription of records that later burned in a fire. So, that was a very exciting day, there were tears, it was awesome! So, you never know what you can find. Now, I don’t guarantee that everybody’s going to find a gem like that, but there is hope. There’s hope to break through some brick walls, maybe get some research techniques, or at least learn about some different people who are doing research on the same topics as you.
How Old are the Periodicals in PERSI?
(03:09) Lisa: Allison, a lot of these periodicals could be quite old, couldn’t they? I mean, I think about genealogy society newsletters. Those have been around well before we ever got online and started sharing information on the internet. So those included as well?
Allison: 100%. We have periodicals that go back to the 1800s. It’s pretty amazing to go through some of the results. I really enjoy being able to show someone that somebody’s already written something on their family history generations back.
How to Search PERSI
(03:51) Lisa: So, this is an index of a huge collection of genealogical articles published in a variety of Periodicals. You said it was a name index search. We’ve been talking a lot about indexing these days with the 1950 census. People are very aware that they’re going through and grabbing pieces of information out of the census and indexing them. This is sounds like it’s the same with these articles. So, we may not always necessarily search on the name of an ancestor, but rather a topic or a place, would that be fair to say?
Allison: It’s a mix. When articles are written, it’s the title of that article that is typically indexed. The exception is if somebody names an article, something like, Bones, and you don’t know exactly what that is. The indexers will put in that it’s about cemetery records. But it’s basically just going to go by the titles of those articles.
Not all of us have articles written specifically about our ancestors. I recommend doing not just a surname search, but also a location search, and topic search. There’s a lot of different types of searches you can do. We can dive a little bit deeper into that later, and folks are welcome to contact us for assistance. We would love to talk to anyone who wants to dive into PERSI a little bit deeper.
Lisa: The Genealogy Center is a specialty section of the Allen County Public Library in Fort Wayne, Indiana. You guys have an extensive genealogy website we’ve talked about here at Genealogy Gems.Tell us about specifically what we’re going to find at the Genealogy Center website. How do we access PERSI and do these searches that you’re talking about?
Where is the PERSI Webpage?
(05:38) Allison: If you go to our website at GenealogyCenter.org, there is a green button on the left-hand side called Our Resources. Once you click on that, there are two options: Free Databases and On-Site Databases. Free Databases are the ones that you can access from anywhere in the world at any time of the day. Click on that link, then scroll down the menu and click on Periodical Source Index (PERSI).
Best Way to Begin Your PERSI Search
(06:09) Lisa: On the PERSI search page we see a lot of different options. Where do you typically start? Does it depend on what your genealogy question and plan is? Or do you have one favorite kind of starting place for your searches?
Allison: It depends on what my research question is. Typically, I do you like to do a Surname search first, just to see if I’m lucky enough to find an article for the surname I’m looking for. You never know what can pop up.
PERSI Search Strategy: Use Synonyms
(06:47) Once I’ve finished with that, I then go to the Location and start diving a little bit deeper. I’m usually looking for an event, so I want to search for all the different search terms that I can think of that surround that specific event. For example, if I’m looking for a Death Event, I’m going to look up the words death,died, burial, funeral, probate, wills cemetery, anything that has to do with a surrounding a death event. Don’t just search one word. Articles can come up under anything the author thought of to call it and some of them get pretty clever, which is interesting, but unhelpful.
How to Get a Copy of a PERSI Article
(07:41) Lisa: Well, you’ve really whetted our appetite for these really one-of-a-kind kinds of articles that are over at PERSI. How do we get access to the article once we found it in the index?
Allison: That is the beautiful part, you have multiple options.
Contact the Publisher
The first option would be to contact the publisher. I recommend going to the source when you want something. And many times, if you contact a publisher, especially if it’s a smaller periodical, or even a local one, you might be able to just find it online. Perhaps they’ve been digitizing their own periodical. Or perhaps someone would give you a copy. Sometimes there’s a nominal fee.
Search the title in WorldCat
Another option is to search the periodical title in WorldCat. If you’re unfamiliar with it, it’s an excellent research tool for genealogists. It’s a worldwide library card catalog. You can find where a local copy of a periodical would be, and maybe get an interlibrary loan or go to your local library where they have it.
Order from the Genealogy Center
Last, but not least, you can order it from us. There is a nominal fee, and you do get to fill out a form. We will fill your request as quickly as we can but give us about four to six weeks.
Digging Deeper with PERSI Search Strategies
(09:00) Lisa: You’ve given us a fantastic overview. Let’s dig a bit more into PERSI at the Genealogy Center website.
Allison: As I mentioned, the first thing that I typically do is start with a surname search. Something that I think is really interesting is when you have a name, which is a common word. So, one of the examples I like to give, it’s actually a surname that one of my colleague’s searches, Church. When you search church in things like newspapers, you get every church known to man building-wise or denomination, not surnames. The beautiful part of this database is it actually brings up the surnames.
Lisa: Fantastic! We don’t have to slog our way through all those other common words. It knows we’re looking for a surname.
Allison: Exactly! And then once you’re in here, you can search within the results. But if you do the search at the top of the page under the results, it will come up with anything that’s in the title of the article, the periodical, or the publisher. So, if you put in a location, such as Ohio, saying you only want results for Ohio, it’s also going to bring up Ohio if it appears in the name of the publisher. So perhaps it is something you’re looking for, or perhaps not.
Lisa: You mentioned that not everything is indexed in these articles. It’s really like you picked the top pieces of information that we would need in order to search the title, the year, and the publisher, so we’re not going to be doing a lot of just keyword searching.
Allison: Correct. You’re going to be looking for information in the article title. You’re looking for the events that your ancestor was involved in, or occupations, or you’re looking for anything that could have impacted your ancestors’ lives. The wonderful thing about periodicals is a lot of times they can add more of that story to your family tree.
Where are the PERSI articles held?
Lisa: I see an article mentioning Abigail Church Witchcraft Case. It came out of a periodical published in 1924. Is this something you would have on your shelf at the Genealogy Center?
Allison: Yes. The result includes our call number, which tells you exactly where to find it in our library.
A Fourth Option for Obtaining PERSI Articles
(12:44) Lisa: I don’t see anything clickable in the search result. Tell folks again how we get them the article this is referring to.
Allison: We offer the three options I mentioned before: contacting the publisher, searching WorldCat, or ordering from our library. There’s always the fourth option of looking to see if it’s been digitized online. Since the Abigail Church article was published in 1924, there is a good possibility that it might be online somewhere. You can Google search the title of the article and that might bring it up. But the first thing I would do is contact the publisher, Ohio History Connection, and see if they have the periodical available either online or could send you a copy. The next thing I would do is take the title of the periodical copy it and put it into WorldCat to see if it’s available in a location near you. You can simply enter your little zip code at WorldCat, and it will list the holding libraries in the order they are closest to you.
Lisa: That’s just such a great tool.
Allison: It really is! Now if you wanted to order it from us, which you definitely can, there is a link on the results page to order articles. It’s going to bring you to a PDF form, and you get to fill this out and then send it to us via email. It does say that there’s a charge, it doesn’t necessarily need to be prepaid. If you want to prepay it, you’re welcome to. Our address isn’t on this specific form, but you can find our address on our website pretty easily. The most important thing is to fill out the form with the information and know that there is a $7.50 charge for the form. You will be billed an additional 20 cents per copy page. It does take quite some time to pull the articles and then make the copies. Everything is done by hand. It’s not digitized.
Lisa: And will we receive a digital copy, like a PDF? Or do you actually mail us the paper copy?
Allison: It depends on what you would like. I would recommend noting that you would like it via email or a paper copy.
Lisa: And also, I noticed on that form, there’s a spot for several articles. So, since we were going to pay the $7.50, we might want to take a second to see if there are any other articles we want. The form allows us to order several for that one price, right?
Allison: Yes, it’s $7.50 for this entire form which includes up to six articles. The requests are filled in the order that they’re received. We work hard to ensure your order is accurate, and you’re getting the information that you are seeking. In fact, we look to see if there are additional pages that are not included in the article title that are applicable to what you request. So, we are definitely trying to make sure that every customer gets the information that they are seeking.
Lisa: And at the library, you have the advantage of looking at the original, the paper copy, not just in a database, so you can do that little extra search.
I really liked your idea of the Google search. I actually did that with one of the articles I found in PERSI, and discovered that the item was fully digitized over at the Internet Archive. I was able just to go ahead and see it in the moment, which was really neat.
Google Searching for PERSI Articles
Allison: Yes, and I highly recommend that. All you have to do is highlight the article title and copy it. Next, paste that title into Google and see what comes up. If you don’t get a result right away, you can try putting quotations around the title to search it exactly. It’s always worth it to do a search and see if you can find it online for free.
More Strategic Searches at PERSI
(18:03) Lisa: You’ve been at the genealogy center quite some time, and you’ve seen so many of these periodicals. Help the genealogists really fully grasp what the potential is here. How we should be thinking about searching. I’m guessing we’re not always going to be really hyper-focused on our individual ancestor, but we’re going to think about them in the context of their life and see if there’s an article that touches on that. Tell us a little bit about how to strategize.
Allison: Sure, there’s a couple of ways to do it. I prefer to go into the location database and look specifically where they lived. We usually know where our ancestors were, even if it’s just the state. I would search the county and state when possible. Next you’ll get categories that you can look through. You can then see which ones larger and which ones are smaller. In my search History is the category with the largest number of results. Look for things that really stand out. Perhaps I’m looking for World War II information. I would want to click on that topic and then kind of go down and see if it looks like there is a periodical that was published in Fort Wayne.
Lisa: I imagine that when you do find something, let’s say we find an article that really just hits the mark, it tells us the periodical it was published in which might be an opportunity for finding even more in that same periodical. You can just search by publisher?
Allison: Yes, you can search by a publisher, you can search by the year, and you can search for the periodical. So, let’s say we found a ton of what we need from The Beacon. We can just search that publication. There are 323 entries from the Beacon from that total of 370 that we started with.
Lisa: I notice that as you type the results automatically updated.
Allison: Yes, it automatically updates. So, if I want to search for articles on medical topics I just start typing medical in the title. I get four different results. Well, medical is a good keyword, but I might also want to search on Red Cross. You need to be kind of creative with your searching.
Lisa: And I see that it again updates as you type. So, you’re actually kind of testing out med,medic, medical as keywords as you’re typing.
Allison: Yes, I don’t even have to finish the word and I start getting results. Just start playing around with the different terms that you can think of surrounding your ancestors’ lives.
Demystifying the Periodical Subject Index (PERSI)
(24:05) Lisa: I think about how many people have at some point heard about PERSI but then got a little intimidated. They weren’t quite sure how it was going to help, and then when the get to the website they weren’t quite sure how they were going to find what they wanted. Give us your final elevator pitch on why they should invest the time and try the PERSI search engine.
Allison: PERSI is constantly updated. We have around 3 million subject entries and that number is going up. We are constantly adding more information. It’s a database that you’re going to want to search periodically from time to time to see what pieces of information might be there for your ancestors.
We’ve already built the framework for our family trees with the names and dates and places. We want to add more to that. We want to add more of the meat to our family by adding new stories. Our ancestors lived amazing lives, and hopefully searching PERSI can help you find some of those stories. And you know, if you’re looking for ancestors who are proving to be elusive, occasionally you can find information in PERSI that has been previously thought lost.
Lisa: That is such a great point. It’s really not a brick wall, until you’ve made your way to the Allen County Public Library website and the Genealogy Center to check PERSI.
