How to Find Family History on YouTube in 5 Steps

Family history can be found in many places. We turn to steadfast repositories such as libraries, archives and historical societies. And these days we can also search online at free genealogy websites like FamilySearch, and subscription websites like MyHeritage and Ancestry. All have something unique to offer. 

Most importantly, we start our search at home, talking to our oldest relatives and combing through old family papers. We then turn our attention to the family photo albums and scrapbook on the bookshelf, and old home movies if we are lucky enough to have them.

The great news is that the closets in your home are not the only place where you can potentially find old film footage pertaining to your family’s past. The largest online video repository in the world is YouTube (which is owned by Google), and it is the perfect place to look for film. That’s why I’m so excited to share some of my YouTube search strategies from my new book The Genealogist’s Google Toolbox, 3rd Edition. These strategies can help you find old home movies (from your family or someone else’s family that came in contact with your family), news and newsreel films, documentaries, amateur and professional film footage, and countless other subjects that can shed more light on your family’s history. 

5 Easy steps to find your family history on YouTube

How to Find Family History on YouTube in 5 Steps

Does finding your family history on YouTube sound unlikely? Believe me, it’s not. YouTube is a treasure trove if you know how to search it. Here are 5 steps from my Google Search Methodology for Genealogy and how to apply them specifically to YouTube. 

Step #1. Create a Search Plan

Just like genealogy research, successful Googling, even on YouTube, requires a plan. Rather than searching willy-nilly, take a few moments to determine what it is you hope to find. Having a search plan will save you a lot of time and frustration!

The key to a good research question and plan is to be specific. This means that instead of just searching for family names or places, you have a specific event, place, and / or time frame in mind.

Below is a great example of searching with a specific plan in mind that I received from one of my Genealogy Gems Podcast listeners a while back. I have bolded the keywords that she incorporated into her YouTube search.

From Carol K.:
“I really enjoyed (Genealogy Gems) Podcast (episode) #223, particularly the segment with David Haas MD. (Editor’s note: that episode covers Dr. Haas’ vast collection of old home movies and his quest to upload them all to YouTube.)

I had tried researching YouTube for something about my family, including where they settled in Connecticut. I had not come up with much when I decide to search my dad’s ship, The USS Tuscaloosa (Image 1).

USS Tuscaloosa CA 37 P. 31 Wautur Clooses Photo Mario D

Image 1: Carol’s father, Mario Ponte, served on the USS Tuscaloosa

My dad, Mario Ponte, served in the Navy from 1936-1939 (Image 2).

  Image 2: Mario DaRin Ponte beside the USS Tuscaloosa – July 27, 1937

I knew he had been on a Goodwill South American Cruise in 1939 (Image 3) as he talked about it often and I even have the Cruise Book from that voyage.

Mario D. Ponte Goodwill Tour

image 3: U.S.S. Tuscaloosa South American Good Will Cruise route April – June 1939

Well, I’ll be if I didn’t find this story and film (on YouTube).

(Here’s the video’s description:)

On a goodwill tour of South America in 1939, three US cruisers found little goodwill in this angry sea. Newsreel cameras aboard the USS San Francisco recorded this epic struggle of the ships which included the USS Quincy and USS Tuscaloosa.

I don’t recall my father ever mentioning this to me, but my husband said he had heard the story. I only wish my dad were here to share this memory with me. At least, I have been able to share this treacherous event with many in my family.

When you see the tossing, turning and huge waves in the video, I feel they were lucky to have survived. Just think, if they hadn’t, I wouldn’t be here to tell this story today. 

Thanks Lisa and David. I’m now convinced that YouTube can be used for genealogy and to add to our stories.”

Carol’s fascinating success can be directly tied to the fact that she developed a research plan focused on specific information.

2. Craft Your YouTube Search Query

As you can see, Carol didn’t just search YouTube for her Dad’s name. In fact, unless your ancestor was famous in some way, that is likely not a strategy that will pay off.

Instead, she assembled the pertinent information and used that in her query. Here are the keywords and phrases I pulled from her email:

  • The USS Tuscaloosa
  • Goodwill South American Cruise in 1939
  • Mario Ponte 
  • Navy from 1936-1939

I included her dad’s name in this list because it never hurts to run your ancestor’s name through a search just in case something pops up. You never know what might be on YouTube. For example, perhaps a childhood friend has uploaded an old home movie to YouTube and named him as being in the movie too!

When conducting your initial YouTube search, include all the important information. If the results are unsatisfactory, you can always remove or add search terms. Since we can’t be sure what if anything is on YouTube pertaining to our research subject, we have to be flexible, and that means expecting to run several variations of our search. We’ll talk more about that in step 3. 

In Carol’s case, her research plan was focused on finding a video pertaining to the U.S.S. Tuscaloosa’s Goodwill cruise that her father participated in. She could start with a search such as:

USS Tuscaloosa Goodwill South American Cruise in 1939

The results for this search query are excellent and include the video that Carol found:

YouTube search for family history

Image 4: YouTube search for family history

3. Analyze Your YouTube Search Results

Even though these results successfully delivered the video that satisfied our research plan, we would miss tremendous opportunity if we didn’t take a few extra moments to further analyze the results. You never know what else might be out there!

Here are just a few of the things you should be looking for when reviewing your YouTube results:

LOOK FOR: Should I be more specific in my search query?
Look at our search results (Image 4 above). What stands out to me is that there appear to be many different videos on YouTube about war time ships and cruisers. This is great for family historians, but it means that there are more results to look through than we might have expected.

As you have probably experienced in the past, not all the words in our search query are included in every search result we receive. There is a way to quickly and easily find only videos that specifically mention the words and phrases we want to find. By putting quotation marks around “U.S.S. Tuscaloosa” we can tell YouTube to only give us videos that mention that exact phrase.

When Google searching (and Google is the search engine under the hood of YouTube), quotation marks function as a search operator. They tell Google specific instructions about what to do with our word or phrase. In this case, they tell Google that the phrase is mandatory, and must appear exactly as typed and spelled. The one exception is the periods in U.S.S.  Generally speaking, Google disregards punctuation, so it ignores the periods. It doesn’t matter whether you include them or not.

It is important to note that operators don’t always work as consistently in YouTube as they do in regular searches at Google.com. That being said, it’s great to have a variety of tools that we can use to improve our searches, and they are definitely worth a try. My book includes a wide range of additional search operators and how to use them. 

Running a second search on “USS Tuscaloosa” opens many new video opportunities (Image 5):

Quotation marks search on YouTube

Image 5: Search results for a query containing the quotation marks search operator.

This search not only includes the 1939 tour, but also other videos of the ship that may also be applicable to the family’s history. As you can see, sometimes less words in a search is more!

LOOK FOR: What do the unwanted video results have in common?
Sometimes you may notice that you are receiving many results that are not a good match for what you are looking for. When this happens, take a look at your results and try to come up with words that are associated with the unwanted videos, and have no relevance to your goal. 

Image 6 (below) is an example of search results in YouTube for the following query:

USS Tuscaloosa Goodwill Cruise in 1939

Identify unwanted videos and words in the YouTube search results

Image 6: Identify unwanted videos and words in the YouTube search results

While the results page includes a few good matches, it also includes current videos about quarantines on ships which is a viral topic at the time of this writing. Since these are not applicable to our search plan, we will want to eliminate them, and we will do that in Step 4. 

4. Improve Upon Your YouTube Search Results

In a case like the one above (Image 6) where you are receiving several video results not applicable to your research goal, you can try literally subtract the unwanted words that you identified in Step 3 from your search. In most cases, this should remove the videos that contain those words in their title or description.

To do this, use the minus sign (-) search operator in conjunction with the word. Here’s an example of how we can do that with this search:

USS Tuscaloosa Goodwill Cruise in 1939 -quarantine

This search will remove the results that mention quarantine.

You can subtract multiple words from your query if you wish. Each word should have a minus sign touching it, and there should be a space between each subtracted word as in this example:

USS Tuscaloosa Goodwill Cruise in 1939 -quarantine  -princess  -coronavirus

Googling, whether at YouTube, Google.com or any of the other free Google tools, is an art form, not a black and white science. We need to try variations in order to learn from what works and what doesn’t. To reach our goals, we need to try adding in more of what we want, and removing what we don’t want. In this case I would also try adding to my query that that cruise was in South America, and that the phrase USS Tuscaloosa is mandatory. Here’s what that search query would look like:

“USS Tuscaloosa” Goodwill South American Cruise in 1939 -quarantine

Remember, we’re not going for perfect results, we’re mining all the different “veins” in the YouTube gold mine by running multiple versions of the same basic query. Feel free to experiment with mixing and matching keywords and operators.  The results may be worth it!

Learn more about Google Search operators in my video:

GOOGLE GURU TIP: 
Conduct each variation of your search in a new browser tab. This allows you to compare the results side-by-side while retaining each query, making it easy to return to the queries that are performing the best.

You can also potentially improve upon your YouTube search results by using the Tools button to reveal the secondary filter menu. (Image 7)

YouTube search filter

Image 7: Click “Filter” to reveal the YouTube search filter options

These filters won’t prove useful in every case, but they do offer some handy options for narrowing the scope of your search. 

5. Capitalize on Your Results

When you find a video that meets your research goals, there’s a good chance that the person or company that uploaded and published the video (publishers are called “Creators” by YouTube) may have more videos on that subject. Here’s a quick and easy way to find out. 

On the video page, you will see the name of the Creator right below the video in the left corner. (Image 9)

More videos found on YouTube

Image 9: More videos found on YouTube

Click the YouTube Creator’s name. This will take you to their YouTube channel. Every Creator who has published a video has a YouTube channel. It’s sort of like their own home page for their videos. There you will be able to see and search any additional videos they have published. Click Videos to see all their videos. (Image 10)

More videos on the Creator's YouTube channel

Image 10: More videos on the Creator’s YouTube channel

If the channel has a lot of videos, click Playlists in the channel’s menu to see how they are grouped by topic. You can also search the channel for keywords and phrases by clicking the small magnifying glass icon on the far right end of the menu.

A Bright Future for Family History on YouTube

In Step 3 we analyzed the search results for Carol’s YouTube search. Let’s take another look at those results:

YouTube search results for family history

Image 8: Over time new videos are uploaded to YouTube waiting to be found.

It’s interesting to note that in addition to the video that Carol found which was published 4 years ago, another video on this topic was published a year later. 

It’s estimated that more than 500 hours of video is being uploaded to YouTube every minute. This is up from the 400 hours per minute announced in 2015 by YouTube CEO Susan Wojcicki. 

Among that vast storehouse of film footage I’ve found countless videos that have enhanced my family’s story. And readers just like you email me the gems they unearth. I love receiving these success stories. Thank you to Carol for sharing hers! If you make an exciting discovery using these strategies please share them in the Comments. It will inspire us all to continue our search. 

The bottom line is that the potential for finding your family history on YouTube grows dramatically minute by minute, so don’t wait another minute! 

Resources

The Genealogist’s Google Toolbox, 3rd Edition (book)
by Lisa Louise Cooke, print book available at the Genealogy Gems store here.

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Lisa’s new book is available at STORE in the menu or go to shopgenealogygems.com

The Google Search Methodology for a New Decade (video class)
1 hour video class and downloadable handout, part of Genealogy Gems Premium Membership. Learn more or subscribe here

Watch the Google Search Methodology for Genealogy

Watch the Premium video class Google Search Methodology for Genealogy

About the Author: Lisa Louise Cooke

About the Author: Lisa Louise Cooke

Lisa is the Producer and Host of the Genealogy Gems Podcast, an online genealogy audio show and app. She is the author of the books The Genealogist’s Google ToolboxMobile GenealogyHow to Find Your Family History in Newspapers, and the Google Earth for Genealogy video series, an international keynote speaker, and producer of the Family Tree Magazine Podcast.

Genealogy & Family Tree Video Classes

Choose from our vast catalog of free and Premium genealogy video classes and tutorials. Start by selecting a topic below. Tip: On desktop use Ctrl F (Win) or Cmd F (Mac) to search the entire list of videos by keyword. Note: The search box and Categories menu on the right (desktop) or the bottom of the page (mobile) apply to audio podcast episodes and articles.

Beginner

DNA

Elevenses

Ethnicities

Google

Maps & Geography

Methodology 

Organization & Preservation

Photos & Videos 

Records

Story & Sharing 

Technology Tools

Websites

Videos marked “Premium” require a Premium Membership. Premium Members also have access to the downloadable ad-free show notes handout for all videos. 

Beginner

Home Research – Family History at Home
15 Freebies for Genealogy
Free Genealogy
Inherited Genealogy – How to Deal with It
Data Flow for Genealogy
Getting Started with DNA Testing (Premium)
Google.com Getting Better Search Results (Premium)
Evernote for Genealogy  – Beginner
FamilySearch Strategy Essentials
FamilySearch Wiki Navigation
Take Control of Preserving Your Family History Information (Premium)
RETURN TO TOP OF PAGE

DNA

5 Tips for Understanding DNA Results with Diahan Southard (Premium)
Autosomal DNA Results: Make the Most of Them with Diahan Southard (Premium)
DNA: Glue that Holds Families Together with Diahan Southard (Premium)
DNA Match with No Tree? No Problem! (Premium)
DNA Problem Solving
DNA Q&A with Ancestry’s Crista Cowan
DNA Painter Quick review with Blaine Bettinger
Forensic Genealogist – How to Become One with Dr. Claire Glen
Forensic Genealogy Future and Phenotyping (Premium)
Gedmatch Shared Matches Tool with Diahan Southard (Premium)
Getting Started with DNA Testing with Diahan Southard (Premium)
Organizing Your DNA Matches with Diahan Southard (Premium)
Mitochondrial DNA Quick Introduction with Diahan Southard (Premium)
Mitochondrial DNA Match Page Quick Overview with Diahan Southard (Premium)
MyHeritage DNA Genetic Groups
MyHeritage DNA Results: Get the Most Out of Them (Premium)
YDNA Quick Introduction with Diahan Southard (Premium)
YDNA Haplogroups Quick Overview with Diahan Southard (Premium)

Become a Premium Member
RETURN TO TOP OF PAGE

Elevenses with Lisa (2020: The 1st Year)

Note: Elevenses videos beyond the 1st year are included under the various topics on this page.

  1. Pilot (Premium)
  2. Research Plan (Premium)
  3. BSO Strategies (Premium)
  4. Mobile Organization (Premium)
  5. Online Organization
  6. Organization Paper (Premium)
  7. Organizing Data Q-A (Premium)
  8. Organize Digital (Premium)
  9. Evernote (Premium)
  10. Saving Your Genealogy from Destruction (Premium)
  11. Inspiring Ways to Captivate Non-Genealogists (Premium)
  12. Google Earth (Premium)
  13. Google Search – Get Better Results (Premium)
  14. Creating Family History Videos (Premium)
  15. Learning from History (Premium)
  16. Using Adobe Spark Video (Premium)
  17. Ancestry Top Tips (Premium)
  18. Irish Genealogy Professional Consultation (Premium)
  19. Filling Blanks in Your Research (Premium)
  20. House History
  21. Free Genealogy
  22. Your Ancestor’s Neighborhood (Premium)
  23. Google Photos
  24. Your Online Mindset (Premium)
  25. Elevenses with Lisa Viewers Voices (Premium)
  26. Newspaper Navigator and the Library of Congress
  27. Google Lens for Genealogy
  28. House Photo ID
  29. Family Bible
  30. Google Books
  31. Allen County Genealogy Center
  32. Artificial Intelligence
  33. Early American Genealogy (New England)
  34. Passenger lists
  35. Viewer Voices 2 (Premium)
  36. Rumsey Maps
  37. Provenance of Records
  38. A Cup of Christmas Tea with Tom Hegg (Dec 2020)

RETURN TO TOP OF PAGE

Ethnicities

German Genealogy for Beginners
German Villages – How to find them
Irish Genealogy Expert Solutions Beginner Part 1 (Premium)
Irish Genealogy Filling in the Blanks Intermediate Part 2 (Premium)
Italian Genealogy
Italian Dual Citizenship
Jewish Genealogy
Native American Genealogy
Public Records Office of Ireland

Become a Premium Member
RETURN TO TOP OF PAGE

Google

The Genealogist’s Google Search Methodology (Premium)
Google: Common Surname Search Strategies (Premium)
Google – Getting Better Search Results (Premium)
Google – 5 Genealogy Search Hacks (Premium)
Google – 5 Search Secrets for Genealogy (Premium)
Google – More Search Strategies (Premium)
Google – How to Reconstruct Your Ancestor’s World (Rootstech 2023)
Google Books – Getting Started (Premium)
Google Books – 10 Surprising Finds
Google Books – New Features
Google Drive (Premium)
Google Images Best Search Strategies
Google Lens for Genealogy
Google Photos Introductory Tour
Google Scholar for Genealogy
(Premium) 

Get Lisa’s book: The Genealogist’s Google Toolbox
RETURN TO TOP OF PAGE

Maps & Geography

5 Ways to Use Old Maps in Your Research (Premium)
Best Websites for Finding Old Maps (Premium)
Create a Historic Map Collection for Your Research (Premium)
Davidrumsey.com Free Maps and How to Find Them
Exporting MyMaps to Import into Google Earth 
Google Earth for Genealogy
(Beginner) 
Google Earth – How to Plot Land
Google Earth: Time Travel (Premium)
Google Earth – Ways to Use it for Genealogy (Premium)
House History Research (Premium)
House Photo Identification
Illuminating Locations (Premium)
Neighborhoods in Google Earth (Premium)
Paths – Create Emigration Paths in Google Earth (Premium)
Rural Address – How to Find & Map Them
Sanborn Fire Insurance Maps – Beginner (Premium)
Sanborn Fire Insurance Maps, Applying them to Research – Intermediate (Premium)
Sanborn Fire Insurance Map Collection at LOC
Towns of Origin – 16 Ways to Find Them

Become a Premium Member
RETURN TO TOP OF PAGE

Methodology

A Month by Month Plan for Genealogy (Premium)
Big Picture in Little Details
(Premium)
Birthdates Conflict and How to Solve It
Cold Case Strategies (Premium)
Finding Hard-to-Find Records
Free Genealogy
Home Research – Family History at Home
How Alice the Genealogist Avoids Rabbit Holes (Premium)
Living Relatives – How to Find Them (Premium)
Maiden Names 12 Strategies for Finding Them
Newspapers – How to Get the Scoop on Your Ancestors (Premium)
Productivity and BSOs (Premium)
Rate Your Readiness for Genealogy Success
Research Plans (Premium)
Restart Your Genealogy
Source Citations
Story Behind Genealogy Records
Timelines – Beginner (Premium)
Towns of Origin – 16 Ways to Find Them
Transcription and Analysis (Premium)
Witness Research

Become a Premium Member
RETURN TO TOP OF PAGE

Organization & Preservation

Archival Storage Options
Clean Up Your Genealogy Database
(Premium)
DAR – How to Join
Data Organization (Premium)
Digital Organization (Premium)
Digital Preservation Library of Congress Style
Documenting Family History with Shotbox
Evernote Organization (Premium)
Evernote: Organize Your Research (Premium)
Hard Drive Organization Part (Premium)
Heirlooms – Passing Them and Their Stories On (Premium)
How Alice the Genealogist Avoids the Rabbit Hole Parts 1 & 2
How Alice the Genealogist Avoids the Rabbit Hole Parts 3 & 4
Inherited Genealogy – How to Deal with It
Inspiring Relatives’ Interest to Protect the Family History (Premium)
Mobile Computing Organization (Premium)
Online Productivity (Premium)
Organize All this Stuff! (Premium)
Organize Your Online Life
(Premium)
Paper Organization (Premium)
Save Your Research from Destruction (Premium)
Take Control of Preserving Your Family Tree Information (Premium)
5 Family History Holiday Ideas

RETURN TO TOP OF PAGE

Photos & Videos

5 Ways to Improve Old Home Movies
Creating Family History Story Videos (Premium)
Dead Fred – The Secret to Finding Old Family Photos
(Photo) Digital Preservation Library of Congress Style
Edit Your Home Movies
Frith Photo Collection at FindMyPast
Google Images (Photos) Best Search Strategies
Google Photos Introductory Tour
House Photo Identification
How to Make a Video with an Adobe App (Premium)
Solving Unidentified Photo Album Cases (Premium)
Video Magic (Creating Family History Videos) Part 1 (Premium)
Video Magic (Creating Family History Videos) Part 2 (Premium)
Video Magic (Creating Family History Videos) Part 3 (Premium)
Videos – 10 Ways to Add Volume to Family History with Videos (Premium)

Become a Premium Member
RETURN TO TOP OF PAGE

Records

1931 Canada Census – 4 Fast Search Strategies
1950 Census Overview
1950 Census Questions
1950 Census Enumeration District Maps
1950 Census Indexing at FamilySearch
1950 Census Search Strategies (Premium)
1890 Census & Substitute Records
15 Freebies for Genealogy
Cemetery Research & Finding the Stories
Church Record (Premium)
Comparing the Newspaper Giants (with Sunny Morton) (New)
Compiled Family Histories at Ancestry 
Compiled Family Histories & Genealogies
– Best Places to Find Them (Premium
Early American Ancestor Records with NEHGS
Ellis Island Records (Passenger, Customs & Detention LIsts)
Family Bibles (Premium)
Freedmen’s Bureau (Premium)
Institutional Records (Premium)
Marriage Records – 5 Steps for Finding Them
Marriage Records Case Study with J. Mark Lowe
Marriage Records and Gretna Green with J. Mark Lowe
Newspapers – Getting the Scoop on Your Ancestors
Newspapers – 5 Top Research Tips
Newspapers at Google Books 
Newspapers – Finding Family Recipes
Newspapers – Reconstructing Your Ancestor’s Life
Newspaper Navigator at the Library of Congress
Newspapers.com – Digging Deeper (Premium)
Obituaries at Newspapers.com
Ohio Records at Ohio Memory (Premium)
Passenger Lists (Ellis Island Records)
Passenger Lists Deciphering
PERSI Like a Pro! with Allison Singleton (Premium)
School Records
Virginia Early Records

RETURN TO TOP OF PAGE

Story & Sharing

Airplane! Director David Zucker on Family History
Behind the Scenes with Director David Zucker (Premium)
Christmas Cup of Tea with Author Tom Hegg
Creating Family History Story Videos (Premium)
Crime Stories with Author Nathan Dylan Goodwin
Elevenses with Lisa Pilot Episode (Premium)
Emigration Paths Tours in Google Earth) (Premium)
Genealogy Gems Viewer Voices 1 (Premium)
Genealogy Gems Viewer Voices 2 (Premium)
Inspiring Non-Genealogists in Your Life (Premium)
Instagram & Pinterest for Genealogy (Premium)
Interview Questions (Premium)
Learning from History with Daniel Horowitz (Premium)
Family History Narrative Research 
Reconstructing Your Family’s Amazing Stories (Premium)
Self Publish a Book! 
Share Your Life Story in a More Meaningful Way (Premium)
World War II Fallen Stories
Writing and Publishing a Family History Book

Become a Premium Member
RETURN TO TOP OF PAGE

Technology Tools

10 Tech Tools You Can’t Live Without (Premium)
Artificial Intelligence
AI Chatbots and Genealogy – should you use them?
AI Time Machine at MyHeritage
Apps – How to Find Essential Apps for Genealogy (Premium)
Cloud Backup (Premium)
Data Flow for Genealogy
Dropbox (Premium)
Evernote for Genealogy  – Beginner
Evernote: 10 Projects to Enhance Your Genealogy (Premium)
Evernote and Collaborative Genealogy (Premium)
Evernote: Creating a Research Plan in Evernote (Premium)
Evernote Organization (Premium)
Evernote: Organize Your Research (Premium)
Evernote: Making It Effortless to Use for Genealogy (Premium)
Evernote versus Snagit
Future of Technology & Genealogy (Premium)
GEDCOMs
Google Drive (Premium)
iPad – Genealogy on the Go (Premium)
Newspaper Navigator at the Library of Congress
Online Mindset – Take Control of Your Online Activity (Premium)
RootsMagic with Founder Bruce Buzbee
Snagit (Beginner)
Snagit (Intermediate)
Tech Can Wreak Havoc on Genealogy (Premium)
Time Travel Technology (Premium)
VPNs – Why I Use One
YouTube – Find Your Family History

RETURN TO TOP OF PAGE

Websites

Which Genealogy Website Should I Use? (Premium)
Ancestry – Compiled Family Histories 
Ancestry Top Search Tips (Premium)
Ancestry – What’s this Records Hint? Geneanet
ArchiveGrid (Premium) 
Ellis Island Passenger Search
FamilySearch Strategy Essentials
FamilySearch Wiki Navigation(Beginner)
FamilySearch Wiki Deep Dive (Premium)
Genealogy Center at Allen Co Public Library Website
Genealogy Giants – Comparing Ancestry, MyHeritage, FamilySearch, Findmypast (Premium)
Google Scholar for Genealogy (Premium) 
History Hub (NARA) 
Internet Archive – 10 Records You’ll Love to Find
MyHeritage – 10 Don’t Miss Features
Newspaper Navigator at the Library of Congress
Newspapers.com – Digging Deeper (Premium)
One-Step WebPages with Steve Morse
PERSI Like a Pro! with Allison Singleton (Premium)
State Library of Pennsylvania
U.S. National Archives – In Person Access
U.S. National Archives Website
WikiTree (Beginner)
WorldCat – 5 Things You Should Do

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!

Cold Calling

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. 

cold calling step 2 Google SearchHere 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.

do this during the call - Note taking7. 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.

Pin It on Pinterest

MENU