Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!
Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.
Get your Genealogy Restart checklist in the Resources section.
And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track.
How to Jump Back into Your Genealogy
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.
In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.
Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!
Genealogy Restart Checklist
I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!
Step 1: Find Out Where You Left Off in Your Research
Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.
How to find your search history at Ancestry.com
At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”
This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.
You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.
On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.
Recent Search History page at Ancestry®
If you see searches in the list that you don’t need anymore, click the trash can button to delete them.
Notice over on the left that you are viewing Recent Searches, but you do have other options:
All Recent (activity)
Viewed Content (records you’ve viewed)
Viewed Collections (record collections you accessed)
All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.
Review your activity history in your genealogy software.
You can also review your most recently activity in your genealogy database software.
In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.
Step 2: Identify Gaps that Need to be Filled
Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.
Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:
your specific research question,
the records you think you’ll need to answer it
the locations where you think those records may be housed.
Step 3: Prepare for Genealogy Research Success Going Forward:
Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.
Genealogy software database
If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.
If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.
Genealogy software is typically very affordable. You can even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.
If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.
Status of Genealogy Website Subscriptions
Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.
If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.
A Paper Filing System
While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.
Filing Digital Content
The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.
Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.
With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.
Now’s the Time to Restart Your Genealogy
Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.
Show Notes: A compiled history is kind of like standing on the shoulders of the giants of genealogy that came before you. OK, so maybe they weren’t giants, but they did document what they found and they published it so that you can benefit from it. This means that rather than having to start from scratch, you can look at the research that’s already been done. This provides you with clues and information that you can track down and verify for yourself to add to your family tree. In this week’s video, I’m going to show you one of my favorite collections of compiled family histories at Ancestry, and the search strategies you’ll need for success.
A compiled history is kind of like standing on the shoulders of the giants of genealogy that came before you. OK, so maybe they weren’t giants, but they did document what they found, and they published it so that you can benefit from it. This means that rather than having to start from scratch, you have the opportunity to take a look at the research and the work that’s already been done by somebody else before you. This provides you with clues and information that you can track down and verify for yourself to add to your family tree.
Just like online family trees, not every compiled family history is well documented or well sourced. However, they can still be a great help.
Compiled Family Histories at Ancestry
So, where do we find compiled histories? One of my favorite places to find them is at Ancestry.com. They have a particularly terrific record collection called North America Family Histories 1500 to 2000. It’s not going to pop up in your regular search results. You’ll find it through Ancestry’s Card Catalog. It contains nearly a thousand privately published family history books containing over 4 million records. They focus particularly on the 18th and 19th century families, especially with Revolutionary War and Colonial ties. But you’ll also find some European family histories included, and particularly those with some nobility connections, which can take families are way back in time.
Today I’d like to introduce you to this exciting collection. Whether you need a little rejuvenation of your own family history, or you’re just getting started, either way compiled histories are a tried-and-true record collection that all genealogists should use.
How to Find the Collection
On the Ancestry.com homepage on desktop, in the menu click SEARCH > Card Catalog. It’s important to understand that a small percentage of the total records at Ancestry are delivered to you through hints. Therefore, it’s important not to just rely on hints, and take advantage of the entire card catalog. It’s really the best place to go when you know the title of a collection, like this one. You can type in the entire title or just a few keywords, pull up the collection and then search only within that collection.
Record collections have different searchability. Some may have an index, some may not, and some are just browsable. When searching, keep in mind that any deviation from the actual words in the title can cause it not to appear in the results. If you don’t see what you expected to find, double check your keywords. Even something like whether a word is singular or plural and affect the results. If you don’t have a specific title in mind, but you just want to browse, try a variety of synonyms, or reduce the number of words.
On the results page, you can hover over the title to get a little overview description. Click the title and you’ll find two ways to search the collection: the Browse this Collection column and the Search form.
Browse this Collection Column
Have fun and explore the collection using the Browse this Collection column. Select the first letter of a family surname, and then under Subject you’ll see an alphabetical listing of books with surnames. Click the title of a book to view the entire digitized compiled family history.
This brings up an important point. the Browse feature is just for the titles themselves. So, when you look for a surname, don’t be discouraged. If you don’t see it listed. It’s very possible that a branch of your family by that surname could be included in a book that is focused on a different surname.
The Search Form
The search form allows you to get really specific in your search with a variety of search parameters. It can also find names within a book regardless of whether the name appears in the title or description. Try it out for yourself. Get a feel for home many people appear in the collection with a particular surname, or with a first and last name. From there you can narrow down further.
Each result includes a View Record and a View Image icon. View Record provides you with some details about that person to help you determine if it’s your relative. You’ll find a variety of details depending on the amount of information available in the book. Take a moment to learn a little more about the book by clicking the Source tab. Investing a few moments up front to get familiar with the source that you’re looking at can be extremely helpful. It’s going to give you some context about who wrote this book, what it covers and possibly where a physical copy can be found. Click Learn More and scroll down the page. There you’ll find more specific information about what you might be able to find within the pages of the compiled family history. In addition to names, compiled histories may include birth date and place, baptism date and place, marriage date and place, death date and place, burial date and place and name of parents and spouses.
It’s also very handy on the search form that Ancestry will auto-populate people from your family tree based on the surname you enter so that you can fill in their information and search with one click.
Navigating within a Compiled Family History at Ancestry.com
Click the View Image icon on any search result to gain access to the digitized book. The scanned page will be zoomed in to the place on the page where the person you searched for is located. Adjust your view with the Zoom in and out tool on the right side of the screen.
Example of a page from a compiled family history at Ancestry.
At the bottom of the screen, you’ll find the filmstrip. This displays all of the individual pages of the book in order. If you want to dedicate the entire screen to the book page, click the filmstrip X to close it. If you want to return to the filmstrip, click the filmstrip icon.
The current image number (not necessarily the same as the page number) will be displayed. Learn more about the book by going to the title page. The easiest way to do that is to type “1” in the image number box and click Go. The title page and the pages immediately following it can provide you with important source information. You may also find introductory pages including the background of the author, how the book is organized and instructions on how to interpret the content within the book.
Oftentimes, at the end of the book, you will find an index. Again, the easiest way to get there is to look at the total number of pages of the book listed in the film strip bar, and then enter that number into the image field and click Go. This will jump you to the end. Use the left and right arrow keys to navigate as needed.
Improving Ancestry Images
Depending on the condition of the book and the quality of the original scanning, some books may have pages that are a little unclear or muddy-looking. You can improve the look of these pages. Click the Tool Menu icon on the right side of the screen. Here you’ll find several options. For improving the way the image looks.
If a page has a horizontal image or photo turned vertically, use the Rotate Left and RotateRight tools.
To make the page easier to ready, try Invert Colors. Black type on a white page then becomes white type on a black page which often makes it much easier to read.
Tools Menu > Invert Colors
Downloading a Compiled Family History at Ancestry
You can print or download pages from the compiled family histories at Ancestry. Having a digital version means you can read it offline and even if you no longer have an Ancestry subscription. In the Tools menu, click Download to click the current page you are viewing as a JPEG.
To print the page on paper or save it as a PDF, select Print in the Tools menu. A big advantage of the Print option is that you can opt to Also print index and source data. This will give you the page, the information specific to the person you searched for that was indexed by Ancestry, and the source information.
Use the Print to PDF function so that you can include the indexed information and source details.
Explore More Compiled Family Histories
The North American Family Histories Collection 1500-2000 at Ancestry is such a wonderful goldmine of information. If you dig into this collection, it’s going to whet your appetite to track down more compiled family histories on other websites, in your library, and at the archives.
Jump start your Canadian genealogy research and celebrate Canada’s 150th birthday! Here are tips for you to start your Canadian genealogy research. Already started? Take it to the next level with resources at Library and Archives Canada.
Canada is celebrating 150 years of nationhood in 2017! To join the party, I invited Claire Banton from Library and Archives Canada to the Genealogy Gems podcast episode 199. We had a great chat about Canada’s history and its planned year-long celebration. And of course, our conversation quickly turned to tips for exploring your Canadian roots at Library and Archives Canada.
Quick Tips for Canadian Genealogy Research
You can listen to our entire conversation for free in episode 199, but here are some quick take-away tips:
Claire Banton obtained her Masters of Library and Information Studies degree in 2006. She has worked in Reference Services at Library and Archives Canada for 10 years, where she has enjoyed learning something new every day. She is currently Chief, Orientation Services, where she works with an awesome team who help people search for information. She loves being an information detective and helping people overcome their research challenges.
2. Start with the LAC website genealogy resources page whether you plan to visit in person or not.
You’ll find loads of free databases and some digitized records that haven’t been indexed yet, but are ripe for browsing. The topics page will tell you more about what is available for Canadian genealogy.
3. Familiarize yourself with the history of border crossings. There was no border control from the US to Canada prior to 1908, so that means there are no Canadian records of earlier crossings. However, there is a database containing an index of aliens and citizens crossing into the U.S. from Canada via various ports of entry along the U.S.-Canadian border between 1895 and 1956 at FamilySearch.org and Ancestry.com.
4. Call LAC directly for quick Canadian genealogy answers. Schedule a Skype call with a genealogy expert to get a more in depth answer. (This is awesome – well done LAC!) Set the expert up for success and get the most out of your call by providing background information ahead of time.
Click here to explore (and join) Canada’s 150th birthday celebration!
Canada is celebrating 150 years of nationhood in 2017! To join the party, I invited Claire Banton from Library and Archives Canada to the 