Cold-Calling Your Kin: How to Contact Distant Relatives
Need to contact distant relatives? Got cold feet? Follow these steps and you’ll warm right up–and hopefully, so will those you contact!
Today, online trees, social media, and email make it easier than ever to find relatives you don’t know well (or at all). And there are SO many reasons to contact them: to collaborate on research, swap photos or stories, or even request a DNA sample.
In these cases, you may need to make what salespeople refer to as a “cold call,” or an unexpected contact to someone you don’t know. I’ve done it successfully many times myself, so I can tell you this: it does get easier. Follow these steps to make it a smoother experience.
1. Identify the person you want to call.
Common ways to identify a new relative include:
- Another relative tells you about them
- Family artifact, such as an old greeting card, address book, captioned photograph, letter, etc.
- On a genealogy message board
- In an online family tree (with enough information showing to identify them)
- As the author of a book, article, or blog post with information about your family
2. Locate the person’s phone number, address, and/or email address.
Here are some great websites for locating people you don’t know, or at least learning more about them (as you can on LinkedIn):
TIP: When looking through a geographically-based directory, don’t forget to search the entire metro area, not just one city. Try just searching their first name, particularly if it’s not a really common first name. Try and track down their number through other relatives or researchers.
3. Prepare ahead for making the call.
Every tough job gets just a little easier when you do your homework first!
- Take into account a possible difference in time zones.
- Choose a time when you are not too rushed
- Set yourself up in a quiet place, where there will be minimal background noise or disruptions
- Do a brief review of the family you are researching so it’s fresh in your mind
- Make note of specific questions you would like to ask.
- Have your genealogy software program open or your written notes at your fingertips
4. Adopt a positive mindset.
It’s natural to feel some apprehension when calling someone you don’t know. Before you pick up the phone, give yourself a little pep talk. Remind yourself how valuable this person’s information could be to your research. If he or she is quite elderly, remember that none of us will be around here forever so you need to make the call today! Say to yourself, “I can do this. This is important!” Be positive and remember, all they can do is say, “No thank you.”
5. Introduce yourself.
Give your first and last name and tell them the town and state where you live. Then tell them the family connection that you share. Tell them who referred them to you or how you located them. Cover these basics before launching into why you’re calling or what you want.
6. Overcome reluctant relatives.
Be ready to share what you’ve learned, and to share your own memories of a relative that you have in common. Mention something of particular interest in the family tree that might pique their interest. If they are very hesitant or caught off-guard, offer to mail them information and call back once they’ve had a chance to look at it. That way they can get their bearings, too.
7. Do these things during the call:
- Take notes: try a headset or use speakerphone, which will help to free up your hands for writing.
- Ask for new information and confirm what you already have.
If you have a way to record the call, then you won’t have to take notes and you can focus all your attention on the conversation. You can then transcribe the recording later. However, in some places, it’s illegal to record a conversation without telling them first and/or getting a person’s permission (not to mention discourteous). It can be very off-putting to start the first call by asking if you can record them. So, establish a connection first, make your request to record, and then press the record button.
Read more: How to Record a Conversation on your Smartphone or Skype
8. Leave a detailed voice mail message if there’s no answer.
State your name clearly, and that you would like to talk with them about the family history. Leave your phone number and tell them that you will call them back. Consider leaving your email address and suggesting they email you with a convenient time to call back. These days many people are more comfortable with email for the first contact.
9. Ask questions like these:
- “Do you or anyone else in the family have any old family photographs or a family Bible that I could arrange to get copies of? (Reassure them that you are happy to pay for copies and shipping.)
- “Do you know anyone else in the family who has been doing family research?”
- “May I have your permission to cite you as a source in print in the future?”
- “Is it OK with you if I keep in touch from time to time? What is your preferred method of contact?”
10. Wrap up the call.
Offer to give them your address, phone number, and email address. Ask for their mailing address and email address. Repeat or state your desire to share information you have, and tell them how you’ll send it. Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
11. Document the call.
Keep track in your genealogy database of each time you call someone and the outcome (“left a message” or summary of conversation). Having a log of calls and voice mail messages you’ve left will help you know when it’s time to follow-up with whom—and who wasn’t so interested in chatting again.
After a conversation, sit down at the computer or your notepad right away and make detailed notes about the phone conversation while it’s fresh in your mind. Include the person’s name, address, phone number, and date of the conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. Enter their contact information into your genealogy database as well as your email contact list.
12. Enter new information into your genealogy database.
This is a must. Do it right away while it’s on your mind. Cite the conversation as the source of the information.
Remember to respect the privacy of those who prefer to remain “off-the-record” by not naming them in sources you post on public online trees.
13. Create an action item list.
Create action items based on what you learned. Ask yourself “What are the logical next steps to take considering what you’ve learned through this interview?” The call is not the end goal. It’s a step in the research process, and it can really help to make this list now, and while it’s fresh in your mind.
Cold Calling:
“The call is not the end goal.”Lisa Louise Cooke
14. Follow up.
Send the person a written thank-you note or email. Remind them of your willingness to share your information, and acknowledge any willingness they expressed to share theirs (restate your willingness to help with copying expenses, postage etc. and consider including a few dollars). You never know: they might catch the genealogy bug and become your new research partner!
Next, put their birthday on your calendar and send them a card on their next birthday. Try this service: Birthday Alarm. If you don’t know their birthday but do have an address or email, send a greeting card for the next major holiday or on your shared ancestor’s anniversary or birth date. It’s another way of keeping the connection alive and expressing that you really do appreciate their help.
Occasionally make a follow-up call. See how they are doing, share any new family items you’ve come across recently, and ask whether they have they heard or found anything else.
Resource: Genealogy Gems Premium Members can learn strategies for finding living relatives with their exclusive access to my video class, “Unleash your Inner Private Eye to Find Living Relatives.” Class includes:
- a handout summarizing 9 strategies and resources
- a resource guide for online public records (U.S.)
- a downloadable Living Relatives worksheet you can print (or open in Word) that will help you capture and organize what you learn about them
Click here to learn more about Genealogy Gems Premium website membership.
Military Ephemera Treasures Online
Military ephemera outside of photographs are abundant and located at many research libraries and other facilities across the United States. Familiarizing yourself with historical collections and the finding aids online at many places can make all the difference in...National Archives Digitizing Projects: Colonial, WWII, Jewish and More
Over million in grants has been awarded by the National Archives (U.S.) to digitize important historical documents. Here’s how the 
awards break down:
- $1.1 million to “nine publishing projects from the U.S. Colonial and Early National Period, including the papers of Benjamin Franklin, George Washington, John Adams, Thomas Jefferson, James Madison, Dolley Madison, and John Jay. Projects to record the Documentary History of the Ratification of the U.S. Constitution and the Documentary History of the First Federal Congress also received funding”
- Nearly $700,000 to “State and National Archives Partnership (SNAP) grants to enable 28 state historical records advisory boards to carry out their mission to support archival education and strengthen the nation’s archival network;”
- Over $500,000 to 7 projects to “digitize World War II Oral History files; the papers of Leo Szilard, the nuclear physicist; the papers of General Oliver Otis Howard, Civil War general, Commissioner of the Freedman’s Bureau, and third president of Howard University; Historical Collective Bargaining Agreements from the 1880s through the 1980s; the Center for Jewish History’s American Soviet Jewry Movement collections; Early Connecticut manuscripts; and 19th century trademark files in the California Archives, including the original trademarks and specimens from Levi Strauss & Co. jeans, 19th century medicines and tonics, and the original trademark registered to Anheuser Busch for its Budweiser lager.”
As you can see, there’s a lot in there to appeal to family historians. Maybe not so much the Levi Strauss and Budweiser artifacts, but I could see many of us being interested in the World War II oral history files; the papers of the Freedman’s Bureau Commissioner; the Center for Jewish History’s files; those early Connecticut manuscripts and more.
The National Archives’ press release doesn’t say where these digitized files will end up. But I’m guessing at least some will eventually be made available on Founders Online, an award-winning database on the papers of “America’s Founders.”
1950 US Census Maps – How to Find and Use Them
In Elevenses with Lisa episode 79 Lisa Louise Cooke explains:
- How to find 1950 US Census Enumeration District (ED) Maps
- The purpose behind them and how to interpret the maps
- Ways to use the maps for your genealogy
This is a follow up to episode 51 on The 1950 Census for Genealogy. In that episode I discussed the importance of finding your ancestors’ enumeration district numbers in order to be able to find them when the digitized images are released (before the index is available.) In this episode I will walk you through how to locate the enumeration district (ED) number and then find the actual 1950 US Census ED map. We’ll wrap things up with a quick update on the release of the 1950 US Federal Census.
Episode 79 Show Notes
(Get your ad-free Show Notes Cheat Sheet at the bottom of this page in the Resources section.)
As I mentioned in Elevenses with Lisa episode 51 The 1950 Census for Genealogy, prior to 1880, U.S. Marshalls were the enumerators for the federal decennial census. Starting with the 1880 census enumerators were hired and they were each assigned an enumeration district, also known as an ED. These districts had to be mapped out so that the enumerators knew the area they were responsible for counting. Therefore, maps are drawn in anticipation of each census being taken, including the 1950 census.
Learn more by watching episode 51 on the 1950 census.
About the 1950 US Census Maps
It’s always important to understand the purpose of a record or source, and the 1950 Enumeration District maps (ED maps) are no exception. Unlike most maps where it’s all about accurately drawing up the current roads and geographical features, census ED maps are drawn up for the purpose of defining boundaries for the purpose of counting people. This means as we look at ED maps we need to keep a few things in mind.
The first thing to understand is that the 1950 ED maps were not necessarily up-to-date with the lay of the land in 1950. Not all streets, parks and features will be included. The reason for this is that the maps themselves were not created for this purpose. Existing maps were used and then enumeration district boundaries were drawn on them.
Maps came from a variety of sources including but not limited to county and City Planning Commissions, 1940 census bureau tract maps, and city engineers. In fact, from a mapping perspective the variety of maps in the collection are fascinating.
Look for the map title, description, legend and census stamps typically found in one of the corners. In this example (see image) from Aurora, Colorado the map used was originally created by the city engineer in 1946 and was revised in 1947.
1950 census map of Aurora, Colorado (Source: National Archives)
Following the end of World War II, the United States was growing at a quick pace in 1950. This is particularly true of the newly emerging suburbs. Therefore, if your ancestors built a new home in a new development in 1949, don’t be surprised if you don’t see the street on the 1950 census ED map. However, rest assured that the maps still hold value for your family history as they provide many interesting and unique details about the area surrounding your ancestors’ homes.
Each map was stamped with a small legend where the meaning for each of the colored lines drawn could be indicated. From my random sampling of 1950 census maps across the United States it appears that the coloring coding was consistent as follows:
- Red = Township
- Green = Corporate Limits/Ward
- Orange = Enumeration District
Expect to see errors, inconsistencies and omissions in the maps. The more rural the area the more likely the map was compiled from several sources by the Census Bureau cartographers. This compilation created more opportunity for errors, and often used older maps.
Source: National Archives
The Meaning of Census Enumeration District Numbers
A census enumeration district number is made up of two numbers separated by a dash. The first number (in this example: 1) represents the county/region. The second number represents the area within the county that could be covered by an individual census enumerator within the amount of time provided for taking the census, about 2-4 weeks. The official start of the 1950 US Federal Census was April 1, 1950.
Census enumeration district (ED) numbers on a 1950 census map.
How to Find 1950 Census Maps
Some 8,000 census maps have been digitized and are available at the National Archives. However, the National Archives website can be challenging to navigate. I recommend using the Unified 1880-1950 Census ED Finder Tool at Steve Morse’s website.
1. Go to https:/stevemorse.org
2. In the menu in the upper left corner hover over US Census and in the secondary menu click Unified 1880-1950 Census ED Finder
3. Select the state from the first drop-down menu.
4. Next select the county.
5. Then select the city.
6. You will then see many enumeration district links listed. In order to find the right one for your ancestor’s home, enter the house number and select the street from the next drop-down menu. Don’t worry about directional parts of the address like west or east unless they are offered in the list of street names.
7. As soon as select the street name, the list of ED numbers should be reduced. In this example we are down to three.
8. To further reduce the possible ED numbers, we can select Cross or back street on same city block. If you’re not sure what the neighboring streets are, click the see Google Map This will plot the address you entered into Google Maps where you can then find the closest cross street, and the next streets over. If the address is not precisely marked on the map, check the address that appears in the Google Maps search box.
In my case, the One-Step tool didn’t allow me to specific W. Arcade, so Google Maps just gave me the general area, and not the address. By adding the W. to the address and pressing enter on my keyboard Google Maps was able to precisely plot the location. Now we can make note of the closest cross street (ex. N. Center), the street north of the address (E. Monterey Ave.) and the street south of the address (W. Noble St.)
9. Head back to the Unified 1880-1950 Census ED Finder page and enter each nearby street (you can enter multiple.) This should reduce the ED numbers one. This is the ED that includes your ancestor’s address.
How to Find 1950 Census Maps
1. Make note of the ED number, and then go back and click the button that says See ED Maps for ____________ County. You could have clicked this button without going through the process of locating the ED number, but the ED number makes it much easier to find your ancestor’s home street on the map. This number will also assist you in being able to find your ancestors in the 1950 census before it is indexed.
2. You will now be on the Viewing 1950 Enumeration District Maps in One Step Re-enter the city from the drop-down menu.
3. Click the Get ED Map Images You will receive two links. The first link is Links to NARA viewer will take you to the page on the National Archives website which includes all of the information about the map and the record hierarchy. Source citation information can be gathered from this page.
5. Click the second link called Direct links to jpegs on NARA server. This will take you to the image by itself as hosted on the National Archives website. I find this the easiest way to save the full resolution image to my computer hard drive. On my PC I right-click on the map and select Save Image As.
This page is also important if you want to use this image in another program such as Google Earth. The URL for this page is the direct URL to the image. Notice that it ends in .jpg. This means that it is the image alone, and this link can be used to create a custom map overlay in Google Earth. You can see an example of a custom map overlay in my video Create a Family History Tour with Google Earth Pro at the 06:13 mark.
Resources
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