10 Questions to Rate Your Readiness for Genealogy Research Success

Elevenses with Lisa Episode 39 Show Notes

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!

Are you ready for a year of successful genealogy? Learn how to develop an effective research plan, and preserve and protect your genealogy. Keep reading for the show notes that accompany this video.

10 Questions to Rate Your Readiness for Genealogy Success

1. Have you selected a place to start?

I started learning how to play the guitar in 2020. I began with an online course to learn the basics, and I picked one song that I really wanted to learn how to play. 

For three months I worked my way through the course and played that song over and over every day. This resulted in two things: I learned how to play the song, and my husband took a blow torch to my guitar! (Just kidding.)

At the end of those three months I had several weeks where I just didn’t feel I was making any progress at all. I practiced every day, but I wasn’t getting anywhere.

It turns out that I had reached my initial goals – I knew the most popular chords, had memorized the Pentatonic Scale and could play the song Crazy On You for a captive audience in my home. However, I had not  stopped to identify my next set of goals. Therefore, stagnation set in.

In an effort to restart my learning and success trajectory, I spent an evening looking through my record collection and I made a list of 6 of my favorite songs. Then I put them in the order I wanted to learn to play them. Most importantly, I identified which one was my top priority to learn. Once I did that, I knew exactly how I was going to spend my practice time.

It sounds simple, but finding and deciding on the place to start (or restart) is really easy to miss. When it comes to genealogy there’s always a bright shiny object online ready to gobble up a few precious minutes, or hours, or days! Having a predetermined project goal in mind will help you get down to business faster and keep you from wandering aimlessly.

2. Have you developed a project research question?

Once you know what your project will be, it is time to formulate the general question. In other words, what is the question you are trying to answer?

In this episode I shared the family story that had been handed down the McClelland family about their ancestor Washington McClelland. The story went like this: “He immigrated to the U.S. from England. He was working on the railroad when he met a girl in Idaho. She became pregnant. They married. He converted to the LDS church. They raised a family together.”

The general research question was “is this story true?” That’s a big question, and one that we’ll break down further in question #3. 

Genealogy Gems Premium Members can learn more about formulating research questions by watching the segment How Alice the Genealogist Avoids the Rabbit Hole Part 1 in Elevenses with Lisa Episode 2. It’s available in the Premium Videos area of the Genealogy Gems website. Don’t miss the downloadable handout! You’ll find the link under the video. (Learn more about becoming a Premium Member here.)

3. Do you have a Research Plan for your genealogy project?

The general project question can usually be broken down into several bite-sized actionable questions. In the example of “Is the story about Washington McClelland true?” we can break that question down into several questions:

  • Where exactly was Washington from in England? 
  • When did he come to the United States?
  • Why/how did he end up out West?
  • Did he work on the railroad?
  • When and where did he marry?
  • When was their oldest child born?
  • Did he join the LDS church?

And many of these questions can likely be broken down further. These more focused question help provide the framework for the project’s research plan. They can then be re-sorted so that they follow a logical progression of answers.

The next step will then be to identify and prioritize the sources (records) that are likely to provide the necessary relevant evidence. Then determine the order in which you will locate each identified record. Finally, add where you think you can find the records to the plan.

4. Do you have the research forms you need?

There are many different types of genealogy research forms: research logs, blank record forms, checklists, just to name a few.

Research logs are great for keeping track of your research plan progress. Blank record forms (such a blank 1900 U.S. Federal Census form) are very handy for transcribing the pertinent information for analysis. And checklists (such as a list of all types of death records) help ensure that you don’t miss and records, and you don’t look for the same record twice!

Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.

Free Genealogy Forms at Ancestry
Here you’ll find several common and helpful genealogy forms including:

  • Ancestral Chart
  • Research Calendar
  • Research Extract
  • Correspondence Record
  • Family Group Sheet
  • Source Summary
  • US, UK And Canadian Census Forms

5. Have you established Your Filing System?

Having an organizational system in place takes the guesswork out of where things should be filed, making it much more likely they will actually get filed. It also ensures that you’ll be able to put your hands on your records whenever you need them.

Here’s a secret: There is no one perfect filing system. The most important thing is that it makes sense to you and that you are consistent in how you use it.

In Elevenses with Lisa Episode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)

As you work on your genealogy research you’ll find there are two important tasks you will be doing often:

  • Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
  • Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)

Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:

  • Place a “to be filed” basket next to your desk.
  • Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.

7. Do you have the supplies you need on hand?

Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.

Here’s what my shopping list looks like:

  • 3” 3-Ring View Binders
    (allow you to customize covers & spines)
  • 1” 3-Ring View Binder
  • 1 box of Acid-Free Sheet Protectors
  • 3-Ring Binder Tab Dividers

8. Have you settled on a file naming scheme?

How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.

Here’s what my basic file naming format looks like:

  • Year (will force chronological order)
  • First Name (filed in surname folder)
  • Location

Example: 1920_robert_m_springfield_oh

Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.

8. Are you prepared to make copies?

Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data. 

Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off  from its cloud hosting service.  According to the Wall Street Journal, “other tech partners also acted, crippling operators.”

Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.

My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:

The bottom line is that our family history is our responsibility to preserve and protect. While we can benefit from sharing copies of it online, putting all our genealogy eggs in only the online basket puts it at risk because we don’t have control.

While I love the idea of going paperless and I’ve been striving to do that in recent years, I’m changing my tune on this. For several years I’ve been strongly recommending that you get your own genealogy software on your own computer and use it as your master database. All online family trees are simply copies. Many people, particularly those who rely solely on FamilySearch often wondered why I was so concerned. The events of this week make my point and put an exclamation point on the end of it.

Making digital and paper copies of your data is a simple strategy you can put in place today. This means regular print outs of your tree, family group sheets, and the most important genealogical documents. I keep mine in a portable fireproof safe.

We can also make digital copies as well. For example, last year I had all my old home movies transferred to digital and they are stored on my computer. I went the extra step to get copies on DVD and I also copied the digital files onto a terabyte hard drive that is in the fireproof safe.

Remember, your computer is connected to the Internet. If you’ve ever woken up to a Windows update, then you know that tech companies can make changes to your computer. Having your own paper and digital copies are just extra insurance that certainly can’t hurt.

Here’s a checklist of things you can put in place today:

  • a good printer
  • extra ink
  • a stock of paper
  • a portable terabyte hard drive

Ideas for saving paper and ink:

  • Print only the most important documents that might be more difficult to replace.
  • Focus your printing on direct ancestors.
  • Print in draft mode (depending on the document) and / or black and white to save ink.
  • Make double-sided copies.
  • When possible, add two documents to each side of the paper so that one piece of paper holds 4 documents.

 

9. Is your computer backed up to the Cloud?

I use and recommend Backblaze for computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:

backblaze server podcast

Image courtesy of Backblaze.

I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html 

Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:

  • What is cloud backup?
  • Why should I use cloud backup?
  • How does cloud backup work?
  • Is cloud backup safe?
  • What should I look for when selecting a cloud backup service?
  • My personal cloud backup choice

10. Have you scheduled ongoing education time?

Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.

Thank you for making Elevenses with Lisa and Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!

On the Genealogy Gems YouTube channel:

  • Click the Subscribe button
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Recap: 10 Questions to Rate Your Readiness for Genealogy Success

  1. Have you selected a place to start?
  2. Have you developed a project research question?
  3. Do you have a Research Plan for your genealogy project?
  4. Do you have the research forms you need?
  5. Have you established Your Filing System?
  6. Do you have the supplies you need on hand?
  7. Have you settled on a file naming scheme?
  8. Are you prepared to make copies?
  9. Is your computer backed up to the Cloud?
  10. Have you scheduled ongoing education time?

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Let us know if you found this video and article helpful. I’d also like to hear from you about the topics you would like to learn more about in future episodes. Thanks!

 

3 Free German Genealogy Websites: Maps of Germany and Poland

Finding German hometowns can be challenging. Guest blogger Camille Andrus, a professional genealogist specializing in German research and Project Manager at Legacy Tree Genealogists shares 3 free German genealogy websites to put your ancestors on the map in the former German empire and modern-day Poland. 

Map of German Reich 1871–1918. from kgberger, Creative Commons license, Wikipedia.com; 

Anyone tracing German ancestors quickly finds themselves puzzling over maps in a region that has experienced a lot of change. Camille Andrus of Legacy Tree Genealogists recommends these 3 free German genealogy websites to help you navigate the former German empire–from Pomerania to Prussia to Poland. Here are her picks and her explanations for using them.

1. www.MeyersGaz.org

“For years, novice genealogists who found themselves embarking on the road of German genealogy were discouraged when needing to decipher an entry for their town in Meyers Orts- und Verkehrs-lexikon des deutschen Reichs (commonly known simply as Meyers or Meyer’s Gazetteer of the German Empire) due to the old German font in which the book was printed and the plethora of abbreviations that were used. To address this obstacle, the website www.MeyersGaz.org was created.

This online database not only explains the text and various abbreviations in the town entry that are found in the original printed version of Meyers, but also pinpoints the location of the town on both historic and modern maps, indicates the Catholic and Protestant parishes to which residents of the town would have belonged, and notes the distance from the town to all parishes within a 20-miles radius.

The database also allows users to search for a town using wildcards. This is especially useful when the exact spelling of a town is not known. For example, if the record on which you found the new town name indicated that the person came from Gross Gard…. where the second part of the word was smudged or illegible, you could simply put “Gross Gard*” into the database. In this case, the only two options would be Gross Garde in Pommern and Gross Gardienen in East Prussia. If you have a common town name such as Mülheim, you can filter the search results by province.”

Screenshot from MeyersGaz.org.

Note: Genealogy Gems Premium website members can hear more about MeyersGaz on Premium Podcast episode 143.

2. Kartenmeister

Kartenmeister is a database for towns which are found east of the Oder and Neisse rivers in the former German Empire provinces of East Prussia, West Prussia, Brandenburg, Posen, Pomerania, and Silesia. This area is now part of modern Poland. The database allows users to search for towns using either their German or Polish name.

Again, using Gross Gardienen as our example town, we learn that the Polish name for the town is now Gardyny and is located in the Warminsko-Mazurskie province. Like MeyersGaz.org, collaboration between users is encouraged. Individuals can enter their email address into a mailing list according to the town they are interested in and specify surnames they are researching in that town.”

3. Lost Shoebox

Map of Poland from Lost Shoebox shows where to find online records for each province.

“This website is an index to 17 websites focused on research in Poland. The list of websites corresponds with a map of Poland divided into its various modern provinces. Each number (representing a website) is listed on the map in each province for which it has records. Some websites are listed for nearly every province, while others show up for only one or two. The 17 websites featured on Lost Shoebox include either direct access to digital images, indexes to vital records, or lists of microfilms or other archival holdings.

If we were searching for records for Gross Gardienen or other nearby towns, we know from Kartenmeister that we would need to look in the Warminsko-Mazurskie province. The map shows the numbers 3, 10, and 14.” A corresponding key sends users to the appropriate websites.

“The third website on the list for the province brings us to the website for the Polish State Archive in Olsztyn. There are a plethora of digital images for both Evangelical church records and civil registration records available on this website.”

Camille Andrus is a Project Manager for Legacy Tree Genealogists, a worldwide genealogy research firm with extensive expertise in breaking through genealogy brick walls. Her expertise includes Germany, Austria, German-speakers from Czech Republic and Switzerland and the Midwest region of the U.S., where many Germans settled.

Click here to learn more about Legacy Tree services and its research team 

 

How to Create Captivating Family History Videos Episode 3

In this blog and video series I’m showing you how you can create captivating videos about your family history quickly and easily with Animoto. In this final installment we will put the finishing touches on your video and produce it.

In Episode 1

…we laid a foundation for the family history video that you are going to create. Watch Episode 1 here.

In Episode 2

…we set up your free Animoto account and

  • selected a style and song
  • imported all your great photo and video content
  • added some text and
  • reviewed our video’s progress

It all comes together so quickly! Watch episode 2 here.

Watch Episode 3 below:

 

Further Editing

You may notice when you previewed your video that the timing needs a little adjustment because its moving a little too fast or too slowly. You can fine tune the speed at which the images are shown and the length of the song by clicking the Gear icon in the upper right corner of the editor (just above the images). In the pop up window you can trim the song and slide the lever to change the pace. When you’re done, click Save and preview the video again to see the changes. Sometimes adding or subtracting images will also help perfect the pace.

Settings

Before you produce your video, be sure to click the Settings button and take a moment to review the title of your video, how your name appears as the producer, and add a date if you want. You can also add a description, which I highly recommend because it helps the people you share the video with understand what they are about to see.

Call to Action

Another really cool feature in the settings is the Call to Action button. A Call to Action invites your viewers to do something, such as:

  • visit your family website or blog
  • visit your family Facebook group (which is a really neat idea, especially when you’re organizing a family reunion)
  • complete a questionnaire about the family history

There are so many ways to engage your viewers! Animoto allows you to add a Call to Action button to your video at the end that you can link to any where you want to take them on the web.

To add your Call to Action, click to check box for Show Call-to-Action button. Then type in a name to label your button such as Visit our Family Reunion Facebook Page. In the field next to URL, type in or copy and paste the website address.  For example: www.genealogygems.com. Click the Save button, and your call to action will appear on your video.

Producing Your Video

After making your edits and previewing your video one last time, you’re ready to produce it. Click the Produce button, which will take you to the Produce Video page. Here you have one more opportunity to edit the title, producer name, date, and description.

On the side bar you can select the resolution size of your video. Producing your video can take a few minutes and depends on the length of your video. The good news is that Animoto will conveniently send an email to notify you when it is ready.

Your final produced video will appear on its own page where you can view it again. You’ll see another link along the side for Video Settings. Click it and you will find additional settings that can now be customized. One important setting is Privacy Options, which lets you to designate whether or not you want to allow viewers to comment on your video or be able to share it on social media. When you’re done, click Save to go back to the video page.

Sharing your Family History Video

Your family history video is now ready for sharing, and there are loads of options available. You can share by:

  • Email
  • Facebook
  • Twitter
  • sharing a link to the video
  • uploading it to YouTube

You can also post it on your own website by copying the Embed code and pasting it into the source code of a webpage on your website. Click the More button and you’ll find many more social media options for sharing your video. I would also highly recommend that you download a copy of the video as well to your computer for permanent storage.

Continuing with Animoto

Once your free trial is over you will have to subscribe to Animoto if you wish to continue creating videos. There are many options to choose from so you can find the one that fits your needs.

If you only need to make one or a couple of videos at a time, you could do all your planning before making a purchase. Then you can purchase one month’s Personal use of Animoto. If you have several or ongoing projects, purchasing the 1 year subscription saves quite a bit compared to the monthly subscription. Plans include unlimited HD video creation and sharing. Click this link to go to Animoto and click Pricing at the top of the page for all your options.

Think of the Possibilities!

You could create videos for:

  • weddings
  • birthdays
  • holidays
  • graduation parties
  • family reunions
  • retirement parties
  • genealogy society events
  • your genealogy website or blog
  • tutorials and classroom teaching
  • your facebook page

…the possibilities are endless! Click here to start your free Animoto trial. And I’d LOVE to see your family history videos! Comment below and include a link to your video.

 

 

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