Episode 205

The Genealogy Gems Podcast
Episode #205
with Lisa Louise Cooke

Genealogy Gems Podcast 205

This episode breaks two huge pieces of genealogy news and shares two great conversations:

FamilySearch ends microfilm lending:  how you can get the records you need;

RootsMagic adds Ancestry.com compatibility: sync your Ancestry.com tree to your master RootsMagic file and search Ancestry.com from within the software;

Melissa Barker, the Archive Lady, talks about visiting archives to explore original manuscript record treasures;

Nicole Dyer shares a fun family history activity idea to do with kids?do you have a family gathering coming up that could use this inspiration?

A SURPRISE IN MY MAILBOX!

NEWS

Navigating the end of FamilySearch Microfilm Lending

RootsMagic Adds Ancestry.com Sync and Search

NEW PREMIUM VIDEO!

Lisa Louise Cooke shows you how to use the free Google Earth Pro software to create your own historic map collection customized for your genealogy and family history research. By the end of this class you’ll have a permanent collection of hundreds of gorgeous historic and vintage maps from around the world, organized and ready to use for family history.

Click here to watch a free preview of this full-length video class. Genealogy Gems Premium website members can watch the whole thing: click here to learn more.

The 4th Annual Northwest Genealogy Conference

This episode today is brought to you by the 4rd Annual Northwest Genealogy Conference, hosted by the Stillaguamish Valley Genealogical Society, north of Seattle in Arlington, WA. Centering on the theme, “Where Does Your Story Begin?” it’s four days PACKED full of genealogy.

There will be well-known and respected keynote speakers, including our friend and genetic genealogist Diahan Southard, speaking on DNA; Kenyatta Berry of Genealogy Roadshow fame, speaking on Caribbean research and using slave schedules in research; and Daniel Earl speaking on Putting History in Your Family History.

Starting off with the Free Day Wednesday afternoon, Speaker Peggy Lauritzen will address beginner’s issues in her Genealogy 101 presentation, which is also a good refresher for the more seasoned genealogists.  There will be such great genealogical information for all levels, AND it’ll be lot of fun!

Between classes take a chance to meet a distant cousin with the “Cousin Wall”. Participate in the genealogy-related scavenger hunt, the Wednesday evening meet and greet and the Friday dress-as-your-ancestor day, and much, much more!

Go to www.NwGC.org for details and to register. Check it out now — registrations are limited, so it’s good to get in early. It’s August 16-19, 2017. It’ll be a great show: don’t miss it!

INTERVIEW: MELISSA BARKER, THE ARCHIVE LADY

Melissa Barker is a Certified Archives Records Manager, the Houston http://www.honeytraveler.com/buy-antibiotics/ County, Tennessee Archivist and author of the popular blog A Genealogist in the Archives and bi-weekly advice column The Archive Lady. She has been researching her own family history for the past 27 years.

Preserve your own family archive

Items in danger include original items in attics, basements, etc.

What to preserve first? The most precious and original items you have!

Restoration tips:

  • Clean documents and photos with archival sponges. Lay the item perfectly flat. Gently place a finger or hand to hold it steady. Work with the sponge from the center outward, in small sections.
  • Keep two-dimensional items as flat as possible.
  • Encase fragile items in Mylar sleeves (buy from archival supply companies).

Image courtesy of Melissa Barker and Houston County, TN Archives.

Visiting an archive:

  • Call ahead! Don’t trust the operational hours from the website. Ask about parking ? it’s often very limited. Ask ahead about access to archival items of interest.
  • Archive etiquette: Follow the rules. Be courteous when working with staff.
  • Museums, societies, archives, and libraries may all have collections in back rooms you can’t see?but you can ask for them.
  • Vertical Files – in folders in cabinets
  • Manuscript Collections – underused in genealogy! Ask for finding aid.
  • Loose Records – the working papers of a court case, for example
  • Unprocessed Records – not yet incorporated into the official collection

Tips for using your mobile devices in archives:

  • Ask for procedures for taking photos with your own device. There may be rules against this or a use fee.
  • Capture the source information by photographs: cover page, page number, folder, box number, manuscript collection name, etc.

BONUS CONTENT for Genealogy Gems App Users

Get the app here

If you’re listening through the Genealogy Gems app, your bonus audio content for this episode comes from Melissa Barker, the Archive Lady,  with more about finding and using original manuscript records in your genealogy research. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. RootsMagic is now fully integrated with Ancestry.com, too: you can sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/lisa.

 

INTERVIEW: NICOLE DYER

Nicole has been researching her ancestors and delighting in their stories for the past 15 years. Nicole volunteers at the Tucson Family History Center teaching a family history story time group for young children.

Read Nicole’s blog post here

Lisa suggested the free program Jing for video screen capturing: https://www.techsmith.com/jing.html

(Full disclosure: this podcast blog contains affiliate links. We will be compensated if you make a purchase through our link. Isn’t that an awesome way to help keep the free podcast free?!)

Visit Animoto here and start a free trial

Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.

 

GENEALOGY GEMS BOOK CLUB: A FAMILY HISTORY MURDER MYSTERY!

Get the book here.

Journalist Helene Stapinski’s new family history memoir:

Murder in Matera: A True Story of Passion, Family, and Forgiveness in Southern Italy

A story of poverty and power, love, tragic decisions, and a courageous and desperate woman’s leap for a new life across the ocean

Murder in Matera continues to unravel a past Helene explored in her fantastic first family history memoir, Five-Finger Discount: A Crooked Family History.

Find a whole list of fabulous family history-inspired reading at the Genealogy Gems Book Club!

Genealogy Gems Newsletter Sign Up

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Vienna Thomas, Associate Producer

Lacey Cooke, Service “Happiness” Manager

Find Undiscovered Treasures at Ancestry.com: Expert Tips

Ancestry.com is packed with all kinds of mostly-undiscovered genealogical treasures, and some of them you’ll never find from a search box.

Here, expert Nancy Hendrickson shares some favorite treasures, tips for finding those treasures, and helpful reminders for improving your genealogy research.

how to find records at ancestry

(We provide links for your convenience to the various online resources and some may be affiliate links for which we receive compensation at no additional expense to you. Thank you for your support.) 

Ancestry.com is a “genealogy giant:” one of the four biggest global records resources. Whether you subscribe or have free access through your local library or Family History Center, you should not miss exploring this website for your family history.

Ancestry is also a financial investment. If you’ve been using the site for quite a while, you may be wondering if you are really getting all you can out of it’s vast genealogical record collections and many research tools.

Nancy Hendrickson, the author of The Unofficial Guide to Ancestry.com and the Unofficial Ancestry.com Workbook: A How-To Manual for Tracing Your Family Tree on the #1 Genealogy Website knows the website inside and out. Today she’s sharing four great tips for taking your research to the next level. In addition, we’ve added in some examples and additional things to consider. So let’s get started using Ancestry more effectively.

nancy henrickson author of Ancestry.com workbook

Nancy Henrickson, author of the Unofficial Ancestry.com Workbook

4 Tips for Using Ancestry.com More Effectively

1. Verify what you learn.

Any single record can be wrong, incomplete, or misread by you or by the person how indexed it. Double check the assertions made in the record by looking for that same information in additional sources. Be careful to make sure your sources weren’t getting their information from the same person or place. Otherwise, they’ll naturally say the same thing!

Nobody wants to discover conflicting information, of course. But you do want to know if something is inaccurate before it leads you down a wrong research path.

The best thing about verifying facts in additional sources is that sometimes you find NEW or BETTER information such as:

  • parents’ names,
  • a middle name that proves key to someone’s identity,
  • or a burial place.

For example, let’s say you find an ancestor’s death date in the Social Security Death Index. While it’s a great source, don’t stop there!

Like any record, the SSDI is sometimes wrong and the information it contains is definitely limited. Use the Ancestry.com Card Catalog to see what records about death may be on the site for that time and place. You’ll find the Card Catalog under Search in the main menu. 

Ancestry Card Catalog

Ancestry Card Catalog

Use the filters on the left side to drill down to death records for the location you want. Remember that records collections have been created on a specific geographical level: try local, regional (such as state or province) as well as national levels.

Using the Card Catalog search filters

2. Don’t just repeat what other people’s trees say.

Seeing the same information over and over can provide a false sense of accuracy. Remember, just because seven different online trees name the same parents for one of your ancestors doesn’t mean those are the correct parents. Those Ancestry users may all be misquoting the same wrong source without actually verifying the information! 

You often come across likely matches in others’ trees when you review Ancestry’s automated “leaf” hints, or when you run a general search on a name. When you do, it’s simply an indication that the tree may be worth exploring. Here’s an example:

Exploring Ancestry Hints

Let’s take a closer look at this example.

The purple arrows: You can see that multiple pieces of very specific information are the same on your tree and another one.

The red arrow: You see sources attached to that person’s profile, such as the news article thumbnail image. (Note the difference with the record shown below, with just an empty profile image.) Yes, you will definitely want to review that news article!

The blue arrow: In addition to either of the above, you also see specific information that is unknown to you.

This tree profile looks promising enough you might naturally consider reviewing the tree hint and attaching it to yours. But then you wouldn’t be able to see the news article or other sources attached to that tree.

Instead, click the checkbox and then click the name of the tree to look at it and its attached sources:

Select the tree to review it more closely.

Then you’ll be able to check out the news article along with the other sources and records attached to this person’s profile. You won’t just see what that person thinks about your common ancestor – you’ll see evidence of why she thinks it.

3. Ancestry.com has more than indexed historical documents.

Nancy reminds us that “Ancestry.com is a fantastic resource for old maps, stories, photos, published county histories, and more. For example, looking at the old maps in their collections can reveal the true nature of an ancestor’s daily life, hardships, travels, and more. And your chance of finding early American ancestors is high in county histories: there were fewer people and early settlers were talked about, even if the family wasn’t wealthy or prominent.”

Here are some of Nancy’s favorite collections at Ancestry:

U.S., Indexed County Land Ownership Maps, 1860-1918

This collection includes nearly 7 million records extracted from about 1,200 county and land ownership maps from across the country. These are indexed by property owners’ names.

According to the collection description, “They also indicate township and county boundaries and can include photos of county officers, landholders, and some buildings and homes.”

Shenandoah Counties, Virginia - included in U.S., Indexed County Land Ownership Maps, 1860-1918

Example: Shenandoah Counties, Virginia – included in U.S., Indexed County Land Ownership Maps, 1860-1918

U.S., County and Regional Histories and Atlases, 1804-1984

This is a browse-only collection of “more than 2,200 volumes of county and regional histories from California, Illinois, Indiana, Michigan, New York, Ohio, Pennsylvania, and Wisconsin.

An Illustrated Historical Atlas of Manitowoc County, Wisconsin, 1878 in the U.S., County and Regional Histories and Atlases, 1804-1984 collection

An Illustrated Historical Atlas of Manitowoc County, Wisconsin, 1878 in the U.S., County and Regional Histories and Atlases, 1804-1984 collection

In them you’ll find history, biographical sketches, maps, business notices, statistics and population numbers, pictures, descriptions of industry and business, stories of early settlement and pioneers, colleges and universities, military history, geography, and plenty of other details.”

Reminder: you can’t search this database by an ancestor’s name. Instead, look for places, and then start reading.

Historic Land Ownership and Reference Atlases, 1507-2000 

A collection of maps and atlases detailing land areas that comprise the present-day United States and Canada, as well as various other parts of the world. It contains a variety of maps and atlases created for different scopes and purposes, including land ownership atlases and bird’s-eye view maps.

Warrant Plan Records in the Historic Land Ownership and Reference Atlases, 1507-2000 Collection at Ancestry

Warrant Plan Records in the Historic Land Ownership and Reference Atlases, 1507-2000 Collection at Ancestry

Land ownership atlases usually show the names of contemporary owners or occupants of land and structures.

Some of the maps depict countries and wider geographical areas, while others depict counties, cities, towns, and smaller geographical areas.

4. Expand your search to the other Ancestry resources on the Web

Ancestry owns a lot of other web resources. Search these too! 

Nancy says, “They include Find A Grave, Fold3, and RootsWeb, one of the oldest online genealogy communities around. Don’t give up! Keep looking in other places for the information you want to find.”

Find A Grave

Search results from Ancestry.com do include Find A Grave entries. Many of these contain additional information about the deceased and links to their relatives. As always, be sure to confirm the information you find here.

Fold3

Fold3 is home to millions of U.S. military records. Ancestry.com subscribers can upgrade their subscription to include Fold3 access, or you can subscribe separately.

RootsWeb

RootsWeb is a free and long-lived family history web resource, now hosted by Ancestry.

“The primary purpose and function of RootsWeb.com is to connect people so that they can help each other and share genealogical research,” says the site. “Most resources on RootsWeb.com are designed to facilitate such connections.” You can use RootsWeb in a variety of ways: search it, contribute records, upload your family tree, post your family surnames on a board others can see, and more.

Ancestry has changed one of the ways RootsWeb users have traditionally connected: Mailing Lists. According to the website:

“Beginning March 2nd, 2020 the Mailing Lists functionality on RootsWeb will be discontinued. Users will no longer be able to send outgoing emails or accept incoming emails.  Additionally, administration tools will no longer be available to list administrators and mailing lists will be put into an archival state. Administrators may save the email addresses in their list prior to March 2nd. After that, mailing list archives will remain available and searchable on RootsWeb. As an alternative to RootsWeb Mailing Lists, Ancestry message boards are a great option to network with others in the genealogy community. Message boards are available for free with an Ancestry registered account.”

Learn More about Using Ancestry

Nancy Hendrickson’s Book

Nancy shares many more Ancestry tips and treasures in her Unofficial Ancestry.com Workbook. To get the most out of this book read the section on using the Ancestry.com Catalog. Nancy does 95% of her research in the catalog. The workbook is divided into topics, such as military records, so choose a chapter that fits your current goals. It’s also important to not just read the workbook, but also do the exercises. They teach you Nancy’s thought processes for how she finds specific answers or approaches certain types of problems. Then you can apply the same concepts to your own research. Don’t miss the chapter on social history. That’s where you’ll dig into everyday life. And finally, take advantage of the forms that are included. They will help you log your findings and analyze what you’ve learned.

Genealogy Gems Article

Browse-only collections at Ancestry and other genealogy websites are sometimes viewed as inaccessible, but they are actually a hidden treasure. Click here to read How to Find and Browse Unindexed Records at Ancestry – The Better Browsing Checklist. In this article you’ll learn how to access these browse-only collections at Ancestry and expand your family history research.

better browsing ancestry checklist

Read this article by Lisa Louise Cooke at Genealogy Gems

Episode 6 Elevenses with Lisa – Organize Your Genealogy Paper

Live show air date: April 23, 2020

Episode 6 Video and Show Notes

Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn. Click to watch below, and scroll down for all the details from Episode  6.
(Organization training begins at 22:45)

Download the Handout

Premium Members: Show Notes PDF – Genealogy Gems Premium Members can click here to download the show notes PDF for this episode. (Log in required.) 

From You:

Elevenses with Lisa is about connecting with each other and sharing ideas around family history. Margaret shared a wonderful story revolving around the recent discovery she made about the historical significance of a teacup collection that at first glance just appears to be a mis-matched lot.

Margaret's Bridge Tea Cups

Margaret’s “Bridge Tea” Cups

From Margaret in San Jose, CA:

I inherited these 6 teacups from my Mom, who only told me they were “wedding gifts.”  I always thought them odd gifts for newlyweds.  Why not a toaster? 

Nevertheless, I loved dusting them as a kid, because to me there was nothing more thrilling than a matched set of anything, and the cups and saucers are so intricately decorated to complement each other. 

I am in a True Tales/Memoir writing group and I recently read one of my stories aloud (virtually of course) about an ancestor honored at two Bridge Teas to celebrate her engagement.  A member spoke up about the tradition at Bridge Teas for each attendee to bring a different matching teacup and saucer as an engagement present to the bride.  I suddenly realized my Mom’s teacups were not odd wedding presents.  They were given to her at a Bridge Tea by her girlfriends!  I look at the six teacup sets now and see a circle of friends, each personality as unique as their teacup, symbols of friendship. 

Tech Tip:

Google can’t always find what you’re searching for, and a few days ago they launched a new message that tells you that.

Now, if you run a search and Google can’t find what it determines to be a good match, you will see a prominent message at the top of the search results page that says “no good results available.”

While a message like that can be discouraging at first glance, you shouldn’t stop there. This message doesn’t say that what you are looking for doesn’t exist. It is only saying that Google can’t find it.

There could be several reasons for this, and the search results page will likely contain clues. By following the clues and incorporating the strategies I discuss in my book The Genealogist’s Google Toolbox, there  is a very good chance that you can indeed find (with Google’s help) what you are in search of.

Here’s the example I showed in this episode. I was searching for the name of the musical group that Bill’s grandpa performed with in the 1940s, the Centennial Syncopators (seen below in the only photograph I have of the group.) The original was a sepia tone photo, but I love this version that I colorized at MyHeritage (image below.)

Centennial Syncopators musical group-Colorized

Centennial Syncopators musical group. (Salem, Oregon, circa 1940) Grandpa Mansfield is in the back row on the far right.

I was typing quickly on my phone, and as you can see in the image below,  I have typos in the first word of my search.

Google indicated that “It looks like there aren’t any great matches for your search.” Google offered a few suggestions for alternative ways to search to try and get better results. Generally speaking, these are helpful suggestions. But as is so often the case, they really didn’t help with the very specific, genealogically-driven research that I was doing.

New Google Message: No good results

New Google Message: “No good results.”

Correcting the spelling was important to try, but it didn’t yield any better results.

Google Search - fixed spelling.

Google Search – fixed spelling, but still not great results.

Instead of following the suggestions, I used the method I describe in my book. In this case I incorporated a simple search operator – quotation marks – and it made all the difference.

improving the search with search operators

improving the search with the quotation marks search operator.

There, in the first two results, was grandpa’s name: Sydney Mansfield.

There is another strategy from my book that I like to use as well. Instead of digging straight into these Web results, I take just a moment to tap Images to see what my results look like visually. Image results give you a quick visual overview that can help you spot gems that might not be obvious from the snippets appearing in the Web view.

Image results

Google Image results.

 

Tapping the first result yielded a wealth of information.

Sidney Mansfield and the Centennial Syncopators named in old photos.

Sidney Mansfield and the Centennial Syncopators named in an old newspaper.

Not only is Sidney Mansfield listed in the preview of the article (image above), but all of his band mates are too! 

Resource:

The Genealogist’s Google Toolbox, 3rd Edition (2020)

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

New book for 2020 by Lisa Louise Cooke

 

GEM: DIY Family History Art Project

I’ve been redecorating my family room. this room is really the equivalent of a junk drawer, but MUCH bigger.

Family history and music are central themes in the Cooke household, so I was keen to incorporate both into this room. Below is a photo of my hubby playing the bass in the family room. This was about half way through the project, so things were still a bit jumbled.

The family room "before"

The family room “before”

After seeing an episode of Restaurant Impossible where they used an old family photo as artwork in the redesign of a restaurant, I was inspired to do the same.

I started with the 2 ½” x 3 ½” photograph of Bill’s maternal grandpa, Sydney Mansfield, with the Centennial Syncopators of Salem, Oregon (circa 1940). Sid was an accomplished musician, playing the violin and the organ. (Bill was blessed with the musical DNA on both sides of his family. His paternal grandpa started his career playing in a theater orchestra in England at the age of thirteen, was a high school orchestra leader, and music teacher his entire life.)

The next step was to scan and dramatically enlarge the photo.

My scanner: The Epson Perfection V550 Photo flatbed scanner. (I LOVE this scanner! It can do the high resolution I need for all my projects. If you decide to buy online, I appreciate it when you use my links because we will be compensated at no additional cost to you. This helps support this free show.)

I set the scanner to Professional mode which provides much higher resolution scanning options.

Scanning resolution: 1200 dpi.

My goal was a very large piece of artwork: 71” x 51” in a matte canvas, preferably mounted.

Printer: PosterPrintShop.com – After seeing the show, the folks at PosterPrintShop.com emailed me and offered a 10% discount promo code for for Genealogy Gems / Elevenses with Lisa viewers. Use coupon code: courtesy10x2020va  

I did a lot of research and it was a challenge to find an online service that could meet my project needs. The most important thing to me was the size, so I decided on PosterPrintShop.com. They were able to produce huge custom sizes in the matte canvas. However, they didn’t offer frame mounting. That was fine though, my hubby is very handy and agreed to build the frame.

wood frame for family history artwork

Wood frame for family history artwork

I uploaded my digital image, and I was happy to see that the printer immediately confirmed it was excellent quality for the enlargement. This gave me confidence that the finished poster would not be blurry or grainy.

In just three days it was up on my wall, sure to inspire many future evenings of music!

Completed project: family history art

Completed project: family history art.

How to Organize All This Genealogy Stuff!

Save yourself future frustration and disappointment by putting a solid plan in place for all the types of genealogical items that will be coming your way: paper, digital files, data, and notes.

I personally use all of the organizational systems that I am sharing with you in this series on the show. They have proven to be reliable and efficient, and I can honestly say I have never lost a piece of paper. All my archival paper is off my desk, within easy arm’s reach.

But don’t take my word for it. Test drive these methods and feel free to adjust to suit your individual needs. Consistent yet flexible implementation is the key to success. Every family is different (and a bit messy) so it’s understandable that you may implement this system with some minor alterations to suit your particular needs.

The most important piece of the organizational puzzle is in your court. Your system will only succeed if you stick to it!

In this episode we discussed:

Organizing All This Paper! The Physical Items Organization System

We begin our genealogical research by pulling together information that we already have around our home. A lot of that information will be on paper in all shapes and sizes. The sooner you establish a place to store it, the sooner you will become more productive.

Genealogy research is becoming more and more digital, but there will always be paper. Typically, the paper worth keeping will be precious items like original documents, postcards, letters, etc.

When you first acquire an item, you will “process” it, as I like to call it. This entails, reviewing it carefully, extracting all pertinent information and adding that information to a variety of locations (your personal genealogy database on your computer, your online family tree, transcription into another format, etc.)

After completely processing the information, you have a decision to make:

  • Do you archive this piece of paper? (possibly also digitizing it)
  • Do you digitize it and toss it?
  • Do you toss it?

If you determine the paper is precious and worth archiving, you will archive it in my 3 ring notebook system. Be absolutely sure that this paper is worth the precious real estate available on your office shelf.

My Genealogy Notebook System

This system organizes your paper to mirror the organization of your computer files (which we will cover in Elevenses with Lisa episode 7.) It is also based on your pedigree chart, meaning that it concentrates on your direct line of parents and grandparents, etc.

Since we can’t realistically keep every scrap of paper, typically the most important will be paper that relates to those ancestors you directly descend from. Whenever possible, opt to digitize (scan, photograph) paper, file it on your hard drive (backed up of course. I use Backblaze available here – we’ll be talking more about data in Episode 8), and toss the paper. Paper saved should be considered archival worthy. All other paper can ultimately be digitized (if desired) and tossed when you’re done working with it.

There are many advantages to my 3 ring notebook organizational system:

  • 3 ring binders keep paper items secure, clean and protected.
  • They can be stacked neatly on shelves.
  • Binders allow you to easily retrieve items for a family.
  • When you remove a binder from the shelf, it is obvious where it should be returned.
  • Binders are flexible – allowing you to add and remove items easily without disturbing other items.

I have found that organizational systems that are complicated and completely unique are difficult to stick with. My simple binder system is organized under the same logic as the census. This makes it easier to follow and it dovetails nicely with your digital organization (which I’ll be discussing in Episode 7) and your genealogy research.

The census is organized by households (typically families) with a designated head of household (typically the father.) Of course, this isn’t always the case. There are always exceptions. But we are focused on a big-picture over-arching principle that will guide our organization. 

Start with the ancestors closest to you. In my example, I began with my grandparents. Each direct line in your tree gets a 3-ring “surname” binder.

Tabs within the binder are organized by the head of household, just like the census. Again, typically, this is the man of the house.

Items are placed in acid-free sheet protectors and filed behind the appropriate head of household tab, in reverse chronological order, beginning with death records.

This process may take a while depending on how much you have already collected. Don’t worry about organizing everything in one sitting. If you have amassed a lot of paper, there is no need to stop all research until everything you have is organized. It’s just not realistic. All you need to do is get the supplies, set up your first generation of notebooks, and any notebooks for the lines you are currently researching. Use this method and file as you research and come across new paper. Schedule blocks of organization time and use that time to go back and process and file your existing paper. By doing this you can continue the fun of genealogy while continually making progress organizing and archiving your paper backlog.

Organizational success also depends on having the material you need on hand. Below is my shopping list, including what I generally think is the minimum number of items to start with. If you decide to buy online, I appreciate it when you use my links because Genealogy Gems will be compensated at no additional cost to you. This helps support this free show.

Shopping List:

Setting Up Your First Notebook

Create a cover and spine for your notebook in a simple Word document or other program. Save it as a template so that you can quickly generate covers and spines as needed.

Add the tabbed dividers to the notebook.

Label the first tab as Pending. This is where you will place items for that family line that you have not yet finished processing. Think of this tab as a staging area for paper you acquire throughout your research before they have been entered into your database.

Dividing Tabs: Label the second tab with the head of the family for the generation closest to you. Each generational head of household (Father, Grandfather, etc.) gets a tab. Label the remaining tabs as far back as you can. (Click here to jump to the spot in the episode on YouTube where I show the tabs.)

Generally, I organize the items behind the tabs in chronological order no matter who they pertain to within his family. This creates a sort of timeline. However, for a large volume of documents you could use colored dividing tabs to divide items by each person in his family while that person is in his household. If you do want to break things up a bit, you don’t have to have a colored tab for every family member. You could have one for the wife, and one for all the children. You could even have one for all the kids but break out just your direct ancestor and give him or her their own. Do what works for you, and then stick to it!

How to File Paper in the Notebooks

Filing Records for Women

Documents for female children are filed under their father prior to marriage, and then all documents generated after their marriage are filed under their husband.

A widowed woman has a married name, and her items are filed under her husband’s tab. If she remarries, all her items generated from that point forward are filed under her new husband unless you think you’ll have enough paper to warrant a new book. Otherwise, you can certainly just continue filing paperwork for her and her new husband under that tab. The choice is yours. Feel free to add cross-referencing notes.

Filing Collateral Lines:

Collateral relatives are the ones that descend from the brothers or sisters of your direct ancestors (i.e. nieces, nephews, cousins). File paperwork for collateral relatives under the direct ancestor they are most closely related to, or in a tab at the end of the family binder called Collateral Relatives. (That’s what I do.) Strive to digitize as much as possible. Chances are, you won’t have a lot of paperwork to archive for collateral relatives. If you do, ask yourself if you really need all of it!

Eventually your families will branch out into other surnames, and you will need to start new binders. Use the smaller 1″ 3-ring binder for this purpose.

As your research progresses, you may need to move the family from a 1″ binder to a 3″ binder. But some families, particularly those farther back in your family tree (where there is less original archive-worthy paperwork) will be adequately accommodated by 1″ binders. Save space by not automatically moving families into 3″ binders.

Organizing Heirlooms

My system includes a Family Heirloom Tracking binder and digital file folder. Each page features one heirloom and includes:

  • a photograph,
  • brief history of the item,
  • current location,
  • and who will inherit the item. 

Free downloads:

Example page from the Heirloom Tracking binder: Click here to download.

Blank Heirloom Tracking worksheet: Click here to download

Premium Member Downloads:

Notebook cover and spine template Word documents (Log In requiredClick here to download.

 

Why Do You Do Genealogy?

I don’t know about you, but I get asked a lot by people who aren’t into genealogy, “Why do you do it?”
I’ve given this a lot of thought over the years, and I’ve come to an important conclusion:

Family History is Knowing the Full Story - Lisa Louise Cooke

Quote by Lisa Louise Cooke

Please take a moment to share in the comments as to why you do genealogy. I’d love to hear your personal reasons. 

Resources

Premium Members: Show Notes PDF – Genealogy Gems Premium Members can click here to download the show notes PDF for this episode. (Log in required.) Become a Premium Member here

Watch the Next Episode

Watch episode 7 of Elevenses with Lisa on how to organize your genealogy data.

Questions and Comments

Did you like this episode? What resonated with you? What goals are you setting this week? Do you have a questions for me? Please leave your comments and questions below. I can’t wait to hear from you, and I look forward to seeing you next week on Elevenses with Lisa. 

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