Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.
Originally published 2009 Republished January 21, 2014
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Connecting with someone who knows about our ancestors can really boost our research results—and even create new relationships among living kin. But it’s not always easy to send that first email or make that call.
In today’s episode we talk about the skill of “genealogical cold calling.” Relationships are key to genealogical success and by following 14 genealogical cold calling strategies you will find your research relationships multiplying. We’ll chat with my cousin, Carolyn Ender, who has conducted hundreds of telephone interviews. She has a knack for quickly connecting with folks she doesn’t know over the telephone in ways that put them at ease and bring to light the information that she’s looking for.
But first, we do some follow up with an email from a listener about family trees. Then, I share a little story that puts into practice what we’ve learned so far in this podcast series.
14 Steps to Genealogical Cold Calling Success
#1. Identify the person you want to call.
#2. Locate the person’s phone number. Below are some great websites for locating people you don’t know. The list is updated from the one given in the show. And Whowhere.com now has an app for Android, iPhone and other mobile devices. Check it out
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. If all else fails consider posting on a message board for the surname
#3. Prepare ahead for making the call.
Every tough job gets just a little easier when you do your homework first. Follow these tips:
Take into account a possible difference in time zones.
Choose a time when you are not too rushed
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. Get up the “nerve” to call.
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!” And be positive and remember, all they can do is say “no thank you.”
#5. Introduce yourself.
Give your first & last name & tell them the town and state where you live. Then tell them the family connection that you share, and tell them who referred them to you or how you located them 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 you could offer to mail them some information and offer to call back once they’ve had a chance to look at it. That way they can sort of get their bearings too.
#7. What to do during the call
You’ll want to take notes during the phone call. Try a headset which will help to free up your hands for writing. Handwriting is preferably over typing.
Take the opportunity to not just get new information but also to confirm information that you already have–just to make sure it’s correct.
If you have a way to record the call, you don’t have to take notes and focus all of your attention on the conversation, and then transcribe the recording later. If you want to record, ask permission: in some places, it’s illegal to record a conversation without permission and it’s common courtesy to say you’re taping them. But it might put off a stranger; perhaps taping could wait until a second call.
#8. Leave a detailed voice mail message if there’s no answer. Stateyour name 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.
Be sure and keep track in your genealogy database each time you call and what messages you leave. Having a log of calls and voice mail messages you’ve left will help you keep track.
#9. “Must-ask” questions.
“Do you or anyone else in the family have any old family photographs, or a family Bible?
(Reassure the person that you would only be interested in obtaining copies of any pictures or mementos they might have.)
“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?”
#10. Wrap up the call.
Ask for their mailing address and email address.
Offer to give them your address and phone number.
Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
#11. Document the call.
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 conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. At the bottom of the page list the ACTION items that come to mind that you want to follow up on based on the conversation. 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.
#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 result, 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.
#14. Follow up.
Send the person a written note or email thanking them for taking the time to talk with you. If the person mentioned that they would look for pictures or would look up something in a family Bible etc., mention in your note that you would still be interested in anything they can help you with and that you would be glad to pay any copying expenses, postage etc. Offer to provide copies of your information or copies of pictures you have etc. 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. It’s another way of keeping the connection going and expressing that you really do appreciate all their help. Try this service: Birthday Alarm.
Occasionally make a follow up call to check in and see how they are doing, share any new family items she’s come across recently, and ask if they have they heard or found anything else.
“Mama arrived with 4 year old Martha gripping her hand tightly. She said she looked feverishly around for Papa, and spotted him across the room. She ran to meet him and gave him a kiss, which she normally would never have done in public!”
That was the scene my Grandma described as Louise and Gustaf reunited near a wooden column outside the Registry Room at Ellis Island aptly known as “The Kissing Post.” Many public displays of affection took place there after long journeys across the ocean.
Approximately 12 million immigrants were processed through Ellis Island between 1892 and 1954. It seems like only yesterday that the long dilapidated buildings were finally restored and reopened to the public. They have become one of the most popular tourist destinations in New York City, welcoming over 35 million visitors to date.
This month marks the 20th Anniversary of the Immigration Museum at Ellis Island which first opened on September 10, 1990.
According to a recent Ellis Island press release , “Just half a mile from the Statue of Liberty in New York Harbor, the museum’s exhibits highlight the growth of America during the peak immigration years of 1880-1924. The galleries illustrate the Ellis Island immigrant reception process, the immigrants’ arrival and settlement throughout the United States and feature their “Treasures From Home” – the cherished personal objects, photographs and papers they brought with them from their homelands. And the American Immigrant Wall of Honor® celebrates the immigrant experience with the inscription of the names of over 700,000 individuals and families who have been honored by their descendants.”
Of special note is the Ellis Island Oral History Archive, which was created by the Foundation and contains the reminiscences of over 1700 individuals who either immigrated through or worked at Ellis Island during its heyday as the country’s largest immigration processing center. If you are lucky enough to visit in person, you can listen to excerpts from these oral histories through the museum’s popular audio tour. You’ll walk the corridors vividly reliving the immigrant experience as if you were a “new arrival.”
If an in-person trip is not on your horizon any time soon, don’t fret. More than 1,700 first-hand life story audio recordings of Ellis Island immigrants are now available online for the first time free at Ancestry.com.
“As immigrants created new lives in the U.S., the stories of their homelands and their remarkable journeys to America were often lost,” said Christopher Tracy, senior vice president of global content for Ancestry.com. “We are thrilled to offer people the opportunity to hear the voices of their ancestors sharing stories of their lives.”
The oral histories were originally recorded by the National Park Service starting in the 1970s, and contain first-hand accounts recalling the lives these immigrants left behind, their reasons for leaving and their incredible and often-trying journeys to America. In addition to oral histories from immigrants, the collection also includes recordings from former Ellis Island/Statue of Liberty workers, and military personnel who were stationed on Ellis Island.
“To our family it is important that we in the U.S. know the origin of the people who came to this country, settled here and made it what it is today. It makes us very proud to know that our mother was part of this,” said Yvonne Rumac, daughter of oral history participant Estelle Belford, who immigrated to the United States from Romania via Ellis Island in 1905.
And if you are interested in learning more about your own immigrant ancestors here are some resources for you:
Ancestry boasts the world’s largest online collection of U.S. immigration records. www.ancestry.com/immigration.
(Comprised of more than 170 million records, the Ancestry.com U.S. Immigration Collection includes lists of passengers who immigrated by ship to America between 1820 and 1960, including those who came through Ellis Island; more than 7 million citizenship and naturalization records; border crossings, passport applications and more to help reconstruct our ancestors’ journeys and early lives in America. Ancestry.com has also added nearly 2 million new U.S. naturalization record indexes.)
The FamilySearch Wiki
A brain trust of some of the best researchers out there, the FamilySearch Wiki allows you to search on keywords to learn more about a vast array of topics including immigration. Much of the information comes from the experts who work at the Family History Library in Salt Lake City. You get the benefit of their immigration research knowledge from the comfort of your own home.
If your search at the EllisIsland.org website doesn’t retrieve your ancestors head on over to Stephen Morse’s One Step Pages. There you will find dozens of links to search resources including the Ellis Island Gold Form for arrivals between 1892 and 1924. Even the folks at Ellis Island refer researchers to Morse’s site. Listen to my interview with Stephen Morse on Genealogy Gems Podcast episode #10
Family History: Genealogy Made Easy Podcast Episodes on Immigration and Naturalizaton
Genealogist Steve Danko covers immigration and naturalization in depth in episodes 29, 30, and 31. Steve even offers up some little known tips about deciphering some of the crytic notes researchers often find on passenger lists.
Have you found all the school records there are to be had for your ancestors? Most of us haven’t, and the chances are very good that there are still some gems out there waiting to be found. Here are ten solid strategies that will help you track them down for your genealogy research.
Watch episode 82 below.
Because the movement for compulsory public education didn’t begin until the 1920s, many people assume that there few records to be had for genealogical purposes prior to that time. The reality couldn’t be further from the truth. Many children attended school much earlier.
In fact, it may be surprising to learn that the first public school in what is now the United States opened in the 17th century. On April 23, 1635, the first public school was established in Boston, Massachusetts.
Illustration of the Boston Latin School by Ebenezer Thayer, courtesy of Wikimedia
It was a boys-only public secondary school called the Boston Latin School, and it was led by schoolmaster Philemon Pormont, a Puritan settler. The school was strictly for college preparation, and produced well-known graduates including John Hancock and Samuel Adams. It’s most famous dropout? Benjamin Franklin! The school is still in operation today, though in a different location.
Thousands of schools serving millions of students have been established in the U.S. since the inception of the Boston Latin School. (According to 2015-16 data from the National Center for Education Statistics (NCES) there are 132,853 K-12 schools in the U.S.) This means that the chances of there being school records for your ancestors is great indeed!
10 Solid Strategies for Finding School Records for Genealogy
Here are 10 proven ways to find your ancestors’ awkward yearbook photos, sports triumphs, and much, much more.
1. Establish a Timeline of your Ancestor’s Education
Check your genealogy software database to figure out when your ancestor would have attended high school or college. Keep in mind, as recently as the 1960s, children did not go to Kindergarten but may have started school at about 6 years old and beginning in First Grade.
To keep my search organized, I decided to create a simple worksheet form in a Word document. It allows me to identify the right time frames, locations, and other pertinent information for my search, and record my progress along the way.
2. Consult Family Papers and Books for School Records
Go through old family papers and books looking for things like:
school photos
senior calling cards,
high school autograph books,
journals and diaries,
fraternity or sorority memorabilia,
yearbooks and more.
When I dug through boxes and my grandmother’s cedar chest I found several records like…
a Report Card:
My grandmother’s brother’s 6th grade report card found among family papers.
Grandma’s class picture from the 7th grade in 1925, Chowchilla, California. She is in the back row on the far right, and her brother is the boy in the center of the back row:
Grandma (back row, far right) with her 7th grade class.
And Grandma’s senior portrait, 1930:
Grandma’s senior portrait from 1930
3. Google for Academic Family History
From the professional website of the state archives to the family history site cobbled together by a cousin you’ve never met, the potential for finding school records on the vast expanse of the internet is limitless! Google is the tool to help you locate websites that include school-related records with lightning speed.
Since I’m not sure which school my grandmother attended, I started off my search for my grandmother’s school with a simple query for the history of schools in the county where she lived as a child:
Google search for the history of school’s in the county
I was pleasantly surprised at the first search result. It’s a newspaper article from the Madera Tribune literally outlining the history of how the schools evolved in the county! It details such things as the driving forces behind where schools were located, when they were founded, and which ones at the time of the article were no longer in existence.
History of Madera Schools Outlined in the Madera Tribune, September 1955.
Next, I focused my attention on the grade school listed on Grandma’s brother’s 6th grade report card that I discovered during my search of family papers. I Googled the name of the school, county and state.
A search like this can literally deliver millions of results. In fact, this specific search brings up over 1 million search results.
You can typically reduce the unwanted search results by 90% by using search operators. These symbols and words give Google further instructions on what you want done with the words you are searching.
While I cover a large number of operators in my book The Genealogist’s Google Toolbox, I’m going to use just one of the most popular to dramatically improve my search for the Sharon school.
In the example below I put quotation marks around the name of the school. Doing this explains to Google that I want this phrase to appear exactly as I typed it in every single search result. You’ve probably noticed that when you search a phrase by itself, you’ll receive results that include only one of the words, or the words spelled differently, or in a different order. The quotation marks search operator prevents this from happening. It mandates that the phrase appear on every result exactly as you typed it.
Using Search Operators to Google the Grade School
Notice that I didn’t put quotation marks around the county name or the state. I recommend using search operators sparingly, at least in your initial search, to ensure that you don’t miss out on good results. If I were to put quotations marks around “Madera county” I would not receive any web pages that do mention Sharon School but just don’t happen to mention Madera County as a phrase.
Notice also that this search resulted in just over 11,000 results, a small fraction of what I would have received had I not used the quotation marks! Even more important is that the results on the first few pages of are all very good matches.
I could try a few more variations such as adding words like history, genealogy or records.
My googling led me to the Internet Archive where I found old silent color movies shot in the 1940s. There were several films and one featured the local school in the area where my relatives lived. Many, many people were filmed! Could one of those faces be one of my relatives?! Learn more about finding genealogical information includes school records by watching and reading 10 Awesome Genealogy Finds at the Internet Archive.
Click image to watch episode 43.
4. Search Newspapers
Historic newspaper are also a wonderful source of honor rolls, school sporting events and anything else having to do with school life.
While there are certainly more historic newspapers online than ever before, it’s still a fraction of what is available.
A visit to the Chronicling America website can help. At the home page click the U.S. Newspaper Directory button:
Click the U.S. Newspaper Directory button at Chronicling America
On the Directory search page, enter the state, county and town:
Search the U.S. Newspaper Director for the school location.
On the results page, click the “View complete holding information” link:
Click “View the holdings”
Now you can view all of the known available locations for this item:
The item I searched for has three known locations.
In my case, the Chowchilla newspaper of the early 20th century has not been digitized and is not available online. However, the California State Archives in Sacramento has an extensive collection of microfilm. I was able to make the trip in person, and was certainly glad I did! They not only had the newspaper I needed but also countless other resources that were helpful for my genealogical research.
My Grandma listed by name in the newspaper for making the Freshman high school honor roll.
Here are additional resources to help you find newspapers for your school records research:
Local newspapers can also be found by searching for the public library website in the town where your ancestor attended school. Check the library’s online card catalog or contact them directly to see what newspapers they have and whether any can be loaned (on microfilm) through inter-library loan.
Click here to search Genealogy Bank – (This page includes a 7 day free trial option.) This popular subscription website has over 11,000 newspaper, 95% of which Genealogy Bank says are exclusive to their website.
5. Consult U.S. State Archives and Libraries
The public libraries and state archives across the country are a treasure trove of genealogical resources, and that includes school-related records.
While it’s easy to stop by your local library for a search, it may not be as easy to make your way to the public library in the town where your ancestors lived. Turn to the internet to do your homework regarding the repositories, their holdings, and the most convenient and economical way for you to access them.
Start by conducting a search. Once you find an item of interest, enter your zip code under the “Find a Copy in the Library” section to identify where it’s available.
Enter your zip code to determine your proximity to the libraries and archives.
As you can see, the name of the libraries are hyperlinked so that you can click through to the item on their website. This makes requesting a look-up or photo copy very easy.
I can’t stress the value of State Libraries enough. Gere are three more excellent resources:
Click here to read Archivist Melissa Barker’s article called Using Vertical Files in Archives.
6. Contact State Historical and Genealogical Societies
In addition to newspapers, state historical and genealogical societies might have old yearbooks, school photograph collections or other records. For example, the Ohio Genealogical Society library has a large collection of Ohio school yearbooks.
Local historical and genealogical societies may also have school memorabilia in their small or archived collections.
To find contact information for a local historical or genealogical society, Google the name of the county and state and add the words genealogy, history and / or society at the end. For example: Darke County Ohio genealogy society.
7. Search for Online Yearbooks
One of the most exciting genealogical record collections to have come out in recent times is Ancestry.com’s U.S. School Yearbooks 1900-1999 collection. It is an indexed collection of middle school, junior high, high school, and college yearbooks from across the United States.
In June of 2019 Ancestry replaced old records with new updated records for most of the yearbooks found on the site. They also added new records from 150,000 yearbooks that previously only had images available. Later in August of 2019 they improved the collection even further by adding a staggering 3.8 million new records. This update also included 30,000 new image-only books.
Ancestry also has an extensive indexed collection of middle school, junior high, high school, and college yearbooks for Canada. Click here to search the Canadian collection.
MyHeritage has an international collection of yearbooks. In the menu under Research go to the Collection Catalog and search for Schools & Universities.
Additional websites featuring yearbooks include:
Old-Yearbooks.com – According to the website, “Old-Yearbooks.com is a free genealogy site, displaying old yearbooks, class rosters, alumni lists, school photos and related school items. All materials on this site are the property of the submitter. You may not use the images, text or materials elsewhere, whether in print or electronically, without written permission from the submitter or this site.”
Classmates.com – “Register for free to browse hundreds of thousands of yearbooks! You’ll find classic photos of friends, family, and even your favorite celebrities. Viewing the books is always free, and you can purchase a high-quality reprint.”
E-Yearbook.com – Their goal is to digitize all old high school, college & military yearbooks. The site has millions of yearbook pictures digitized, they say they are adding thousands of new pictures every week. “From our estimates, we offer the largest collection of old high school, college and military yearbooks on the Internet today.”
8. Check Township Archives
You might be thinking you didn’t read that right, but you did. Townships are small areas within the county. These small townships may have their own archives or one room museums. They are often the holders of some pretty one-of-a-kind finds.
The best way to determine what the township may have is to contact the township trustees. Google your township name, the county name, state name, and add the word trustee. You will likely need to give one of the trustees’ a phone call to ask what resources might be available.
The auction website ebay is the perfect place to look for school record and memorabilia, particularly hard-to-find yearbooks.
Conduct a search on the school or town you are looking for to see if anyone is selling a yearbook that you want. (You’ll need a free ebay account to do this.) Also, search for old photographs or postcards of the school building that you can add to your family history.
Initial search for school items at ebay
When I searched for Chowchilla California School, several auctions for school-related items from Grandma’s high school came up. Unfortunately, these are auctions for yearbooks after she had already graduated. But no worries! This search is only for today. Tomorrow someone could put up an auction for exactly what I want. There’s only one problem: no one has enough time to search every single day!
A way to save time and ensure that you don’t miss new auction items is to save your search.
Click the Save this search button toward the top of the page:
Click the Save button to save the search you just ran.
By doing this, you will be sent an email any time a new auction comes up that meets your search criteria. You can learn more about setting up ebay saved searches for family history by listening to Genealogy Gems Podcastepisode #140.
Here’s another one of my favorite strategies: After you run your initial search, check the box on the results page to include completed listings.
Click the Completed search box in the left hand column
In the revised “Completed” search results you may see some items that are of interest. If the item has a green price, it means the item was sold. If the price is black, it did not sell.
Each item will also have a link that says View Similar Active Items. Click that to see a list of items currently for sale that are very similar to one that you wanted.
You can also contact the seller of any item to inquire about the unsold item or to ask whether they have related items.
Bought on ebay: A yearbook from the school where my husband’s grandfather was a music teacher
I bought the yearbook above on ebay several years ago. It includes several photographs of my husband’s grandfather who was a music teacher at the high school back in the 1940s.
10. Call the School
If the school is still in operation, try calling the main office of the administration office. They may have old yearbooks and scrapbooks in their library or on display. If they don’t, they may very well be able to tell you where they can be found.
You can obtain contact information by Googling the name of the school and the location.
Good times to try calling a school are mid-morning after kids are settled into class, or between 3 and 4:00 pm local time, when many of the kids have gone home but the school office is still open.
Tell Us About the School Records You Find
Using these strategies you are bound to find more school records for your genealogical search. Please leave a comment below and share what you found, where you found it, and which strategy you used. It will inspire us all to keep looking! And if you have a favorite strategy that we didn’t mention here, please do share that too.