When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
Watch episode 71
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.
Three ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player above. 2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 3. Video Player above (Replay) – Available immediately after the live premiere and chat.
Episode 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisaepisode 7.
Conclusions added to Master Genealogy Database (Software on your computer)
Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
Archival Paper Storage (your binders.) See episode 6(Paper Archiving)
Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)
Incoming Genealogy Sources
Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:
Items I’m exploring for the potential application to my current research project
Items pending analysis
Unproven items
Items playing a role in a bigger research question that I want all together for now.
Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
Capture and hold items
search and retrieve more effectively than on my computer thanks to OCR (subscription)
work my genealogy research plan
easily collaborate with another researcher by sharing a single link
Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
Example:Items pertains to my family but not part of my current research project.
Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
Items to I want to keep that have been processed.
Digital scans of visual items. Examples: Family Photos, old postcards
Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
How to save a document image to your hard drive from Evernote.
You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!
How Do I Find It Later?
My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).
“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke
When I want to refer back to one of those sources I would look in one of three places:
My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
Evernote (particularly if the source is part of my current research plan.)
The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
Final Thoughts
Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.
Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)
Have you used WPA records for genealogy? Their Historical Record Surveys and local and oral histories may help you in your family history research. Existing records and locations vary widely. Here are tips to help you in your search.
In the late 1930s and early 1940s, employees of the Works Progress Administration (WPA, also known as the Works Projects Administration) created new resources for U.S. genealogical research. It’s possible you’ve even consulted some of these without being aware of their WPA origins. After all, the projects and their formats varied. They didn’t always prominently credit the WPA and some were printed long afterward. We’re going to shine the spotlight on WPA-era local histories, oral histories and statewide Historical Record Surveys.
WPA Records for Genealogy: Local Histories
In Annie Barrows’ novel The Truth According to Us, Layla Beck heads to the small fictional town of Macedonia, West Virginia to write a local history as a WPA assignment. Drama ensues, both in Layla’s personal life and as she tries to learn local stories, which everyone reports a little differently. (We featured this book in the Genealogy Gems Book Club.)
Actually, local histories were written as WPA projects. Their scope, topics, and formats varied, depending on the unique background and resources of each region and how active WPA workers were in each state and county. For example, WPA historical materials in Morrison County, Minnesota include “histories on townships, cities, churches, schools, businesses, the military, and miscellaneous county history topics,” which have since been collected and reprinted by the county historical society. Many historical projects included photographs, such as this one for the city of New Orleans.
WPA Records for Genealogy: Oral Histories
WPA workers also captured oral histories of individuals, too. Many were collected in American Life Histories: Manuscripts from the Federal Writers’ Project, 1936 to 1940, now online at the Library of Congress. According to the collection description, “The documents chronicle vivid life stories of Americans who lived at the turn of the century and include tales of meeting Billy the Kid, surviving the 1871 Chicago fire, pioneer journeys out West, factory work, and the immigrant experience. The documents often describe the informant’s physical appearance, family, education, income, occupation, political views, religion and mores.”
Other important WPA oral histories are narratives of former slaves and their families. You can browse an enormous collection of these online at the Library of Congress. These aren’t the ideal eyewitness accounts we wish for, as they were gathered so long after the end of slavery, from many who were young children at the time. Also, many researchers believe interviewees may not have spoken candidly, especially to white interviewers who may have known them personally.
It’s a long shot to find an ancestor mentioned by name in WPA oral histories. In some instances, pseudonyms were even used for names and places. But, you can still learn a lot from others’ descriptions of daily life and unusual events your ancestors may have experienced.
From one of the slave narratives mentioned in this article.
Historical Record Surveys
The Historical Record Surveys created by the WPA are among the most genealogically-valuable of their projects. “Under the auspices of the WPA, workers went to archives, historical societies, public and university libraries, and compiled inventories of manuscript collections,” writes Bryan Mulcahy in an online report. “They went to courthouses, town halls, offices in large cities, and vital statistics offices and inventoried records. Besides compiling indexes, they also transcribed some of the records they found.”
Today, many of their efforts still exist. They include indexes to cemeteries, newspapers, and naturalization records, as well as inventories of courthouse records, church records, and other manuscript collections in various archives or libraries. Of course, some records may have been moved or destroyed since inventories were created, but knowing what records existed around 1940 and what they were called may help you locate surviving collections. Some indexes, such as those of cemetery tombstone inscriptions, may actually be more valuable since they captured information from tombstones that may no longer exist or be legible.
A blank WPA Historical Records Survey church records inventory form. Image courtesy of the State Archives of Florida. Click this image to find it online at Florida Memory.
One great example is the Historical Records Survey for the state of Oregon, described as “the most comprehensive documentary project of Oregon history and related records of its time.” It includes historical essays, document transcriptions, interviews, research notes, photographs, pamphlets and more. According to its collection description, “The territorial and pioneer periods of the mid-to-late nineteenth century receive the greatest attention, with an emphasis on the growth of state government and infrastructure, business and agriculture, transportation, education, biography, and relations between social groups. Native Americans figure prominently in this collection.”
Finding WPA Records for Genealogy Online
Some WPA projects were carried out on a federal level and others by state agencies. They were never centrally published or collected. Today, surviving original files and published volumes are scattered across the country. Some can be found in the National Archives, many in state libraries or societies, and many more available at local repositories.
A Google search such as historical records surveys and the name of the state and/or county is a great way to start your search for WPA records for genealogy research. Some results will lead right to the kinds of resources you want, such as this guide to WPA records in archives in the Pacific Northwest. Others, such as this one for the Iowa Historical Records Survey published in The American Archivist, are mostly a history of the effort. However, they do contain several useful bibliographic citations to records that were created. Add the name of the county to your search and you may find more targeted results, such as this library catalog entry for the inventory of the Jasper County archives. Click here to learn more about Google searches for genealogy records you want to find.
Remember, though, that many WPA publications and collections aren’t identified as such. Don’t fixate on needing to find WPA listed in the title. Just concentrate your efforts on finding the local and oral histories, photos, historical record indexes and inventories, and other resources that may be out there. When you find one created during the Great Depression, you’ll know it may have been done by the WPA.
Love what you’re reading and want to learn more? Go deeper into genealogy “gems” like these in Lisa Louise Cooke’s Genealogy Gems Podcasts. Lisa produces a free internationally-renowned monthly podcast that’s had over 2.5 million downloads! Additionally, Genealogy Gems Premium website members also have access to her full archive of monthly Premium podcast epidodes: check out a full description of these here including Episode 2 on WPA records for genealogy.
Show Notes: If you’ve created a MyMap in Google Maps, there’s a lot more that you can do with it if you import it into Google Earth. However, exporting it out of MyMaps as a KMZ that can be used in Google Earth isn’t really obvious. The good news is that it’s not hard to do. I’ll explain how and I’ll also show you how to import the KMZ file into Google Earth.
If you have several items in your MyMaps project, make sure that each item that you want to be included in the file that you’re exporting has a checkmark next to it. Whatever is checked is activated on the map display and will be included in your exported file.
Next, in the upper left corner of Google MyMaps, you’ll see three vertically stacked dots. When we click that, you’ll get a menu that includes Download KML. KML and KMZ are file extensions that are supported by Google Earth.
You’ll also see View Map in Google Earth in this menu. If you click that the MyMaps project will open in a new web browser tab in the web version of Google Earth. You don’t want that because the web version does not have all the features that are available in the free downloadable software version of Google Earth.
Click to select Download KML. KML stands for Keyhole Markup Language. This is a geographic file. The difference between KML and KMZ is that KML is typically a single item while a KMZ is a zipped file potentially containing several items. Each placemark and data item added to your project is a single item. When you have several like in our example project, you will want to export it as a KMZ. So even though the menu says Download KML, go ahead and click it.
When you click it you’ll get a pop-up menu with two options:
Keep data up to date with network link KML (only usable online).
This will include all your data. If any of that data is coming from another source on the cloud and that source updates, your data will update in Google Earth.
Export as KML instead of KMZ. Does not support all icons. This can zip your project as a .KMZ but it might not transfer all your icons, particularly those that might be coming from another source on the cloud.
In many cases, either of these would be fine. But when in doubt, I select Keep data up to date with network link KML so that all my project data will remain current.
After you make your selection, your file will be exported to your hard drive. You can select the destination where you want it saved. It will be a KMZ file because there are multiple items that have been zipped into one package.
How to Open an Exported MyMaps KMZ File
On a PC you will see the downloaded KMZ file in the bar at the bottom of your screen. If you click the up arrow you can open the location on your hard drive where the file was saved. You can also click Open. That opens the KMZ in a program that can read it like Google Earth if it’s already installed on your computer. The easiest way to open the file is to simply double-click it. Your computer will automatically detect that you are opening a KMZ file and it will automatically launch your Google Earth software, and open and display the file in it. It may take a few extra moments to load and run because it’s trying to do two things at once, and Google Earth is a pretty robust program.
There are three panels in Google Earth:
Search (where you enter names, addresses and more to fly to locations in Google Earth),
Places (your Google Earth files and folders These are private and are not published by Google.)
and Layers (data that can be streamed from cloud sources.)
Your project file will be in the Temporary Folder of the Places Panel. Google places opened files in the Temporary folder because it doesn’t know whether you just want to look at it one time, or you want to keep it. When you want to keep a file, you will need to drag and drop it onto MyPlaces at the top of the Places panel, or into a folder you have created.
Also, Google Earth doesn’t autosave. So it’s important to save your work before you close the program. Otherwise, your file will be lost. To save your file, in the menu at the top of the screen select File > Save > Save MyPlaces.
How to Display a MyMaps File in Google Earth
There is a small arrow next to your project file in the Places panel that indicates it is a nested project folder. Click the arrow to display the contents of this zipped container. Inside is the actual MyMaps project folder or the project. Continue to click arrows to reveal the nested content. Now that you can see the individual items, you can now work with them.
To display the entire project on the screen, double-click the main project file (not one of the nested items). Click only to highlight it. Don’t click the linked title because that will only display the descriptive text you included in your original MyMaps project.
Everything that you saw in MyMaps is now in Google Earth. You can check and uncheck items within the project in the Places panel depending on what you want to be displayed on the screen.
How to Add Content to a MyMaps File in Google Earth
You can easily add additional content to your project. Click to select the project, then add content such as a Placemark. If you selected the Keep data up to date with network link KML option when you exported your file, you won’t be able to add items to the existing folders that came over from MyMaps. However, you can add individual items or new folders by selecting the top-level project.
The beauty of working with the project file in Google Earth is that you can now add content from the Layers panel, some of which was not available to you in MyMaps. You can also add additional items from the Toolbar at the top of the Google Earth screen.
Learn More about Google Earth for Genealogy
Get the book:
The Genealogist’s Google Toolbox, 3rd edition by Lisa Louise Cooke. This book includes 7 full chapters on Google Earth for genealogy.
More Videos and Show Notes Articles on Using Google Earth for Genealogy:
Visit the Maps & Geography category on the Video & Show Notes page on the Genealogy Gems website.
Podcasts have always faced an obstacle: it just hasn’t been that easy to find them or listen.
After I launched The Genealogy Gems Podcast in early 2007, I spent most of my time trying to explain to potential listeners how to “subscribe” to the show. Along came the smartphone, and eventually podcast apps, and things got a little easier. In 2010 we launched our own Genealogy Gems Podcast app in hopes of improving the listener experience even more. That’s great for those tenacious enough to find us in the first place, but what about everybody else? Also though podcasts have experienced a huge surge in popularity thanks to the viral Serial podcast, 83% of Americans still aren’t listening on a weekly basis.
Pandora, the largest streaming music provider entered the game today and plans to change all that. And thanks to you, our loyal listeners, The Genealogy Gems Podcast has been selected by Pandora as part of their initial offering of podcasts!
Read below how this music giant is going to tap technology and human curation to recommend podcasts to those who are sure to love them. I’m sure that once Americans discover through Pandora that their family history is just waiting to be discovered, and that The Genealogy Gems Podcast is here to help them do just that, we’ll be welcoming many new listeners. Keep reading for all the details from Pandora. And, be sure to sign up for the early access offering here. You can expect to start seeing our show on Pandora sometime in December.
Thanks for listening friend! Lisa Louise Cooke
PRESS RELEASE
OAKLAND, Calif.–(BUSINESS WIRE)–Pandora (NYSE:P), the largest streaming music provider in the U.S., today unveiled its podcast offering, powered by the Podcast Genome Project, a cataloging system and discovery algorithm that uses a combination of technology and human curation to deliver personalized content recommendations. Beginning today, Pandora will roll out beta access to select listeners on mobile devices. Those interested in early access to the offering can sign-up here, with general availability in the coming weeks.
“It might feel like podcasts are ubiquitous, but, eighty-three percent of Americans aren’t yet listening to podcasts on a weekly basis, and a majority of them report that’s because they simply don’t know where to start,” said Roger Lynch, Chief Executive Officer, Pandora. “Making podcasts – both individual episodes and series – easy to discover and simple to experience is how we plan to greatly grow podcast listening while simultaneously creating new and more sustainable ways to monetize them.”
Similar to how its namesake the Music Genome Project has helped Pandora become the best and easiest way to discover music online since 2005, the Podcast Genome Project recommends the right podcasts to the right listeners at the right time, solving the questions, “is there a podcast that’s right for me?” and “what should I listen to next?” It evaluates content based on more than 1500 attributes – spanning MPAA ratings, timely and evergreen topics, production style, content type, host profile, etc – and listener signals including thumbs, skips and replays. It also utilizes machine learning algorithms, natural language processing, and collaborative filtering methods for listener preferences. And, similar to the Music Genome Project, the Podcast Genome Project combines these techniques with our expert in-house curation team to offer episode-level podcast recommendations that reflect who you are today and evolve with you tomorrow.
“With the introduction of podcasts, listeners can now easily enjoy all of their audio interests – music, comedy, news, sports, or politics – on Pandora, the streaming service that knows their individual listening habits the best,” said Chris Phillips, Chief Product Officer, Pandora. “The Podcast Genome Project’s unique episode-level understanding of content knows exactly what podcast you’ll want to discover next, and will serve it up through a seamless in-product experience that is uniquely personalized to each listener and will continue to grow with their tastes over time.”
At launch, Pandora has partnered with top-tier publishers including APM, Gimlet, HeadGum, Libsyn, Maximum Fun, NPR, Parcast, PRX+PRI, reVolver, Slate, The New York Times, The Ramsey Network, The Ringer, WNYC Studios, and Wondery, and will continue to feature existing podcast content including Serial, This American Life and Pandora’s original Questlove Supreme, with many more to come in the future. These partnerships introduce hundreds of popular podcasts across a wide variety of genres including News, Sports, Comedy, Music, Business, Technology, Entertainment, True Crime, Kids, Health and Science, offering inspiring audio experiences for a variety of diverse interests.
ABOUT PANDORA
Pandora is the world’s most powerful music discovery platform – a place where artists find their fans and listeners find music they love. We are driven by a single purpose: unleashing the infinite power of music by connecting artists and fans, whether through earbuds, car speakers, live on stage or anywhere fans want to experience it. Our team of highly trained musicologists analyze hundreds of attributes for each recording which powers our proprietary Music Genome Project®, delivering billions of hours of personalized music tailored to the tastes of each music listener, full of discovery, making artist/fan connections at unprecedented scale. Founded by musicians, Pandora empowers artists with valuable data and tools to help grow their careers and connect with their fans.
