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.
So, you think there might be a missing census page? Whether it’s a missing census or a missing family, my special guest, professional genealogist Kate Eakman from Legacy Tree Genealogists has strategies to help you figure it out. She has just the answers you need to find your ‘missing’ family.
A Genealogy Gems reader doing genealogy research in New Jersey has lost her family! Well not literally, but she can’t find them in the 1940 U.S. Census. Here’s the email I recently received from her:
I am having a problem finding my mother and grandparents in the 1940 census. My grandfather, William Charles Opfer, was born on October 15 1900. I can find him in the 1930 census living in Glouescter Township, (Unincorporated Grenloch) Camden County, New Jersey. He is living with his wife Kathryn (Katharine) Opfer and three children: William C Jr, Robert, and Nancy (my mother).
When I search the 1940 census on Ancestry nothing shows up. So I went to the government web site and converted the 1930 Enumeration District to the 1940 Enumeration District. The 1940 Enumeration Districts were 4-57, 4-58, and 4-61. I then went through all of the pages for each of the districts looking for William C. Opfer. I did this on Ancestry, Family Search, and NARA. No William C. Opfer.
I then went back to the 1930 census and looked at his neighbors. I searched for each of the 13 heads-of-household neighbors from the 1930 census. Two had moved 1940 and I found them. I could not find the other neighbors in the 1940 census. I am wondering if a page from the 1940 census did not get scanned? Is there somewhere else I could look?
Missing Census Answers from Kate Eakman, Legacy Tree Genealogists
First, let me say how impressed I am with this Gem’s research and her dedication to finding this census report. She has made some very thorough searches and performed a number of advanced genealogical techniques in her quest for the 1940 U.S. Census page. It hardly seems fair that all that work didn’t yield the success she surely earned.
The government website she referenced is the National Archives 1940 Census page. The use of the page “1930 Records Search” allowed her to simply locate her grandfather in the 1930 U.S. Census. Then, by clicking a few buttons, discover the corresponding enumeration districts (ED) for the 1930 ED in which he and his family lived: 4-57, 4-58, and 4-61.
I, too, have scrolled through page after page searching for that one elusive name and we know how tedious that task can be! Using three different sites was a good strategy and one that we employ ourselves here at Legacy Tree Genealogists. Different images might be easier or more difficult to read, although in the case of these three EDs, the copies seemed to be uniformly easy to read.
The first two EDs were for Blackwood, an unincorporated part of Camden County, New Jersey. The third one was for the Lakeland Tuberculosis Hospital, unlikely to have housed the entire family, but certainly worth looking through in case one Opfer was a patient there.
ED 4-58 had an interesting variation at the end of the report. The last two pages were not 15A and 15B, as would be expected, but were 61A and 61B. This indicates these households were enumerated at a later date than were their neighbors. Because federal law requires every household to be counted, and because not everyone was at home when the enumerator arrived, the enumerator had to return on a different day and attempt to gather the necessary information for those families. They were recorded separately, beginning with page 61A.
People living in hotels, trailer camps, and other places normally designed for single-night stays were enumerated a week after the initial enumeration and those pages are numbered beginning with 81A. Not every ED has a 61 or an 81 page, but if you see one, now you know why the page numbers suddenly changed so dramatically.
The writer’s use of Elizabeth Shown Mills’ FAN Club was an excellent idea, too. FAN, an acronym for Friends, Associates, and Neighbors, takes advantage of the fact that people, in general, tend to remain geographically close to the people they know. [Read more about this in our post, “The Genealogy FAN Club Principle Overcomes Genealogy Brick Walls“] If a portion of a community moves, they tend to move together and relocate in the same general area of their new location. Her instincts to use this tool were excellent, even if they did not produce the desired results. This falls under the heading of “reasonably exhaustive research” and should always be included when someone, or in this case something, can’t be found, but should be there.
The fact that the researcher was able to locate only two of those neighbors could be explained, in part, by the fact that so many were in their 60s, 70s, and even 90s in 1930. They simply may have passed away in the intervening ten years. Another explanation, particularly for the working families, is that the Great Depression caused many families to move in order to find employment.
This may have been true for the Opfers. We noticed in 1930, William was employed as a supervisor for Reading Transportation. While supervisors were important to the operation of any transportation company, it is possible William found himself unemployed, as was true for millions of other Americans. If that happened, he and his family could have moved anywhere in the United States in an effort to find work. Alternatively, William may have left to find work while Kathryn and the children lived by themselves in reduced circumstances, or with family or friends.
To this end, I searched for William and Kathryn, and then each of the three children individually, in the hope of locating one or more family members. Using the “less is more” strategy which is often an important part of genealogical research, I searched with and without the family members’ ages, places of birth, and other family member’s names. Because the surname “Opfer” might have been misheard by the enumerator or grossly misspelled, I even searched for the various members of the family with no surname. Since we did not know where the family may have lived between 1930 and 1944, we included all of New Jersey, Delaware (the home state of Kathryn), as well as neighboring Pennsylvania and New York in our searches. The lack of positive results meant we needed to expand our search to the Eastern seaboard, and then the entire United States.
We also identified the names of William’s and Kathryn’s parents, William and Sallie Opfer and Raymond and Corrine Mason, and searched their households and neighborhoods for William and Kathryn. They were not there. Walter, William’s younger brother, was not hosting the family, either.
The writer had asked if it was possible that a page from the 1940 U.S. Census did not get scanned. Since the 1940 census has only been available for four years, it is still possible, although not probable, that there are one or more pages missing unbeknownst to anyone. Our research revealed only a few pages from a couple EDs in Ohio and South Dakota that were missing from the FamilySearch collection. There is no indication anywhere that there are missing pages from New Jersey. In addition, the pages in the three possible EDs for the Opfers were all included and in the correct numerical order, with no indication of any missing pages at the end. Therefore, I think we must conclude that missing pages do not explain the Opfer family’s disappearance.
Other Databases to Help
There are two other databases which might provide some insight into the location of the Opfer family. The first is the set of 1942 World War II draft registration cards. All men between the ages of 18 and 65 were required to register for this draft. The draft registration cards would have included the address at which William lived in 1942; however, there was no card for a man named William Opfer (or with only the surname “Opfer”) born between 1895 and 1905.
The final search was the database of city directories. A poorly-indexed city directory reported the Opfers lived in Haddonfield, New Jersey in 1943, but there are two directories contained in the same book, and the listing was actually for 1947. It reported William and Katherine lived at 209 Washington Avenue with their children William and his wife, Robert, and Nancy. William’s brother, Walter, and his wife Edith lived nearby. Unfortunately, the search for them in 1940 revealed that 79-year-old widower William Pape lived at that address with his household servants who were not the Opfer’s.
The William Opfer family in Haddonfield, New Jersey in 1947.Photo courtesy Ancestry.
Although the turmoil and upheaval of the Great Depression meant families were scattered, and it would have been easy to miss enumerating many households in the mid-1930s, by 1940 the U.S. was recovering from the effects of the Depression. Some agencies, such as the Works Progress Administration (WPA) and the CCC (Civilian Conservation Corps), were in place to provide work for men. Many war-related industries on both coasts were revived by the Allies’ efforts to stop Hitler.
In other words, there should have been work and stability for the Opfer family by 1940, and they ought to have appeared in a census report. The evidence of the 1930 census and the 1947 city directory strongly suggest they remained in or close to New Jersey, but all of the efforts to locate them have failed to yield positive results.
One Last Scenario
One possible scenario which would explain the Opfers apparent absence from the 1940 census is a simple one: perhaps the family was in the process of moving from one location to another in the month of April when the census was enumerated. Although the census was supposed to be enumerated on 1 April, the reality is that it was simply impossible to knock on every door and obtain the necessary information in one day. Some enumeration districts were fully counted by the 4th of the month. Other places were not completed until the 30th. This was true even in the same town.
If the Opfers had moved across the street from 206 Washington Avenue to 209 Washington Avenue in Haddonfield, for instance, between the 5th and the 14th of April, they would have moved from one enumeration district to another. Because the 209 Washington Avenue address had been enumerated on 4 April, they would not have been counted in that new location. And, because the 206 Washington Avenue address was not enumerated until the 15th of the month, they would not have been included in that EDs census report. We have seen this happen in the reverse and a family was enumerated twice because they moved during the enumeration, so it certainly could have happened the other way around. This is the only explanation we can find to explain the absence of the Opfers from the 1940 U.S. Census.
More About Kate Eakman at Legacy Tree Genealogists and SAVE $100!
Kate Eakman grew up hearing Civil War stories at her father’s knee and fell in love with history and genealogy at an early age. With a master’s degree in history and over 20 years experience as a genealogist, Kate has worked her magic on hundreds of family trees and narratives.
Areas of expertise:
-Native American Genealogy
-U.S. Civil War & Victorian America
-Narrative Biographies
-Irish Genealogy
The team of expert genealogists at Legacy Tree Genealogists can help bust through your brick walls. They do the research and you enjoy the discoveries!
Show Notes: When it comes to choosing an online family tree, there are lots of different options. It can be a challenging decision as to where to put yours. In this video and show notes article we’re going to take a look at WikiTree.com. You’ll learn what it is, how you to use it effectively, and how you can use it in conjunction with your own private family tree on your own computer. My guest is Chris Witten, the President and Founder of WikiTree.
Lisa: We are always interested in those websites that are going to help us build out our family tree, and learn more about our family history. WikiTree has been doing that for several years now. Please tell people about what you do at WikiTree.
Chris: WikiTree is completely free. It’s open to everybody. It’s a genealogy community. So, it’s all for collaboration. We’re growing a single-family tree.
We like to say it’s not your tree or my tree, it’s our tree that we all share. A lot of people are familiar with the FamilySearch tree, and it’s somewhat like that. There’s also Genie and a few others around the world that are doing the single family tree idea where everybody collaborates in one environment.
What sets WikiTree apart, I think, is really that we are a community. It’s very much a supportive group. We place a big emphasis on sourcing. So, we’re the most accurate, single-family tree available. And we have a lot of fun.
Is the WikiTree Family Tree Accurate?
Lisa: I know that for many people it makes them happy when they hear that there is an emphasis on sourcing. Of course, if we get connected with a tree that isn’t correct, then we have more problems than we started with. Tell us a little bit more about that. What are the some of the mechanisms on your website that help and facilitate the sourcing of the information that is going into the trees?
Chris: Well, first and foremost, we ask that every piece of information that somebody puts on WikiTree has a source. So even if you’re saying this is from my Aunt Sally, or this is the family tree that was handed down to me, you have to at least say where it came from. And then that gives people a starting point for the collaboration. If somebody else then comes along and says, “Well, you know what, I have different information. What’s your source?” You can then compare and come to a conclusion.
Lisa: That does sound a bit like the FamilySearch tree in terms of it being one tree. Does that create any other challenges? What do people disagree about when it comes to the information that they’re putting on the website?
Chris: Oh, yeah, people disagree all the time. I mean, that’s what happens when human beings get together and try to work together. They will argue and have problems.
Probably one of the most really special things about WikiTree is this culture that we’ve developed over the years, because we’ve been around 14 years. It’s very much community based, like I don’t know, if I mentioned, it’s totally free, free for everybody. And we don’t have any full time employees. This isn’t run by this big team of people. It’s almost entirely volunteer based. The team we have is just part time and they are there to support the community. So there is a whole set of policies and procedures that’s developed over the years from the ground up to work out problems like this.
How Can WikiTree be Free?
Lisa: How did you decide from the beginning that free was going to be the price? And how do you keep the lights on when you do it for free? What’s the model there?
Chris: It has been challenging at times. For the first seven years I did this, and it was a struggle. We quite honestly lost money. But we figured out and had to reach a point where we’re getting enough visitors that we can pay for ourselves with advertising. We now get about a million and a half visitors a month. So, we do have the big advertisers. Like if you come on WikiTree, you’ll see MyHeritage and Ancestry ads, and ads for DNA tests. But if you sign our honor code, and you register as a member, the ads essentially disappear. Members don’t even see ads. And for non-members, the ads they see are not as offensive as what you see in a lot of places out there on the internet. So really, it’s just a balance that we had to reach. And we reached it years ago. So now it’s quite comfortable where the community doesn’t even have to see the ads. It’s all free for everybody.
How to Get Started with WikiTree
Lisa: What do you recommend is the best way to get engaged with the website?
Chris: Yeah, that’s a good question. The biggest complaint about WikiTree is that it can be overwhelming, because it’s a very large community. And it’s evolved over a long time. It’s very elaborate, like, there are just thousands of little corners of WikiTree where you have people collaborating on their Mayflower ancestors over here, and working on translating obscure Latin documents over there. There are also a lot of independent developers who have created tools that work with WikiTree. And so some of those can be a little bit complicated and intimidating. We try to keep it all simple, but we do realize that it can be a bit much for the new user. So, the first thing you do is you just register, just log in, and you get that free Guest account.
What is the WikiTree Honor Code?
If you want to put something on your profile, you upgrade that to what we call a family member account. A lot of us have family member accounts for our family members. So, the third step is to sign that honor code that I mentioned before, and that’s just these 10 basic principles. Things like saying, we cite sources, that’s number one. We collaborate, we work together, we give credit, when credit is due, we respect copyrights, we respect privacy. So, it’s this very simple 10 point Honor Code. Read it in two minutes. And as long as you agree with that, you say yes, and then you move forward to the next step.
How to Get Help with WikiTree
If you want help, it’s there. There’s this really vibrant community in the discussion forum. There’s live online chat or video chats you can do. There are one on one personal mentors you can get. There are training programs in various projects. So you can be as involved as you want to be in whatever areas you want to be involved in. I just recommend taking it one step at a time and trying not to get overwhelmed.
Can I Export WikiTree and Import it into my Genealogy Software?
Lisa: Right. I know many people will have software that they use on their computer that they use to build their family tree. What’s the balance between using your own personally controlled software to build your family and using the collaborative online WikiTree? It sounds like you can benefit from the collective knowledge. Is there a way to export portions of the tree that you want to have in your own database? How do they interact with each other?
Chris: Well, we do have a GEDCOM, and import / export capability. I’m sure a lot of your listeners know what GEDCOM is. It’s a terrific, standardized format developed many years ago by Family Search. So that that standard is almost universal.
Watch and read:All About GEDCOM(interview with Gordon Clarke, FamilySearch’s GEDCOM Developer Relations Manager)
Whatever program you’re using, or website you’re using, will almost certainly allow you to import and export trees in this format. Because it’s a completely collaborative environment where we’re all working together, you can’t simply keep your tree in sync with WikiTree, because that would involve overriding what other people have done really. Like if you could just click a button and import your whole tree that would end up creating these records that would overwrite the collaborative work.
The export is just like it works anywhere else. If you want to download a tree, you can. If you want to upload, you just have to do it one profile at a time. What we do is, you would upload your GEDCOM and it would say, “this it looks like of the thousand people in your tree, 100 seem to already exist on WikiTree.” So take a look at these potential matches.
And by the way, that’s a great way to do a quick search if you want to see if your ancestors are already on WikiTree. So, you get this GED Compare process we call it, and you can look one at a time, left and right side. You know, here’s what’s on WikiTree, here’s what’s in your system. Do you want to move this? Do you want to move that? And then you would cite your sources at the bottom.
WikiTree Search Strategies
Lisa: You mentioned search. When we go to the homepage, we see that we can search. There’s a first name, last name, there’s letters for the last name, we can do surname searches, etc. Does WikiTree support any other kind of searching or search operators? Is there a Search Help page to help us make sure that we’re finding what we want to find?
Chris: Sure. If you go ahead and just try a search on WikiTree.com, you’ll see it right there. If you don’t enter anything, if you just click the search button, you would be taken to the search page that has more advanced options on it and has all kinds of help links. And if you’re looking for somebody, and you can’t find them, or you’re unclear on how to use the search engine, click over to the forumand just ask.
DNA on WikiTree
Lisa: I also noticed that on the homepage, it said something about DNA connections, and people are definitely interested in DNA, and it’s the way it intersects with genealogy. How does that work on WikiTree? What should we be looking for in terms of our DNA tree test connections?
Chris: DNA for us is a way to verify the tree that we’re growing, The basic work always has to be done in the traditional way, right? Like, genealogy has grown in the way we’ve always done it through records. That’s the only way you’re going to get names. But that traditional genealogy research can then be verified, or disproven with DNA. So, that’s what a lot of members do on WikiTree.
We do use DNA, and we facilitate this in some interesting ways that are done nowhere else. For example, on every single profile, every person profile, every ancestor, every cousin, were a DNA test, or more than one DNA test has been taken, which could help verify connections to that ancestor, it’ll show that. It’ll say, Lisa Louise Cooke has taken an Ancestry.com test. And it’s on GedMatch. And Chris witness taken a DNA test that I got from MyHeritage, and it’s also on GedMatch, click here. And you can compare those two. And that’ll take you right to GedMatch, where you can look to see if we match the way that we should. And on that profile on like, let’s say we’re first cousins, and so we share grandparent. It’ll say then that we would expect to share 12% of our DNA. So, if we then go to GedMatch and we don’t share 12% that’s a red flag. Or if we do, that’s a big step to confirmation.
Privacy Controls on WikiTree
Lisa: Finally, I want to ask you about privacy because it mentions privacy on your site as well. I know that’s on the forefront of people’s minds. What kind of privacy controls can people expect a WikiTree?
Chris: We take privacy really seriously. To me, and especially to the non-genealogist family members, if you can’t connect living people to the tree, it loses a lot of its family history and a lot of its interest. So, we need to be able to connect living people. And we want to include family photos. Photos of living people. But if you’re doing that, you need privacy controls.
Profiles have seven different levels. And you have some options for customizing. If you have somebody who is not a WikiTree member, but they’re living, they have to be unlisted. We have this privacy level called unlisted. That essentially means that their information cannot be found on WikiTree, except by you and your family members that you specifically put on what we call the trusted list. And then we have four different levels of private, but with a public biography. Private but with a public tree. And so, these are all levels that you can choose.
If you’re a member, there’s privacy around your own profile. And then for every non-living person, the recently deceased can be private but once somebody was born 100 years ago or died 100 years ago born 150 years ago, they have to be fully open. They have to be fully collaborative. So, every profile has those seven privacy levels. You have a fair amount of control on your modern family history about what’s private and what isn’t. But then for the sake of collaboration, the deeper ancestry is meant to be broad collaboration, because that’s really what WikiTree is all about.
How to Get the Most Out of WikiTree
Lisa: I can’t let you go without asking you, what is your best advice for us as we make the most out of using the website?
Chris: Just come try it. It’s free. You have nothing to lose. And there’s a community of people to support you.
Lisa: Sounds like folks are going to find other friendly genealogists who have the same interest in family history as we do. That’s a nice place to be. Chris Witten, thank you so much for joining us here today. I appreciate it.
I’d love to hear from you. Have you used WikiTree? Do you have a success story? Do you have a problem story? We’d love to learn from each other. So head down to the comments below and leave us a comment and let us know what your experience with WikiTree.com is.
This week we’re going to revisit two more early episodes of Elevenses with Lisa that will help you be more productive and organized no matter what device you using for your genealogy research. I’m bringing these episodes out from behind the Premium Membership paywall and making them available for free this week. These will be presented back-to-back as Live Video Premieres on my Genealogy Gems YouTube channel. Part 1 and part 2 of this short series can be found in episode 68. In part 1 we covered what makes us vulnerable to getting distracted, and how a research plan can help. In part 2 we talked about how to deal with BSOs (bright shiny objects!) In this episode 69 we will cover parts 3 (Mobile Organization) and 4 (Online Productivity Strategies).
How Alice the Genealogist Avoids the Rabbit Hole Continued…
Part 1 and part 2 of this short series can be found in episode 68. In part 1 we covered what makes us vulnerable to getting distracted, and how a research plan can help. In part 2 we talked about how to deal with BSOs (bright shiny objects!)
Part 3
In episode 68 we covered:
1. Use a Cloud-Notetaking Service
Get a free Cloud note-taking tool and use it consistently. (Examples include Evernote, OneNote, and Google Keep.)
Use the website, software, and/or app to capture unexpected finds while researching. Both Evernote and OneNote work on all platforms.
Your notes in your account will synchronize between your devices (depending on the program and plan you choose.) You can add to your notes or work with them anytime, anywhere.
2. Schedule BSO Time
I use Google Calendar to stay organized and schedule my BSO time. Create a BSO calendar, and then schedule BSO time on your calendar. These will help you remember to follow up. Knowing you have set aside time in the future to explore the BSO helps you mentally let them go and stay on track with your research plan.
In this episode:
3. Mobile BSO Organization
Success comes from pairing your research plan and process with a great supportive research environment. We have a variety of “environments” we work within such as:
On paper at our desk
On our mobile devices
On our computer
Mobile Genealogy Organization
Let’s look at how we can set up a workflow for BSOs while mobile computing. My two favorite methods for capturing BSOs on a smartphone or tablet are 1) Cloud Notetaking, and 2) Home Screen “Bookmark Apps”.
Option 1: Cloud Notetaking
I’ll be using Evernote on an iPhone as an example. (You may see slight variations in the instructions depending on the service you use and your device.)
Evernote is a great choice if you want to easily sync and use your notes on all devices including your desktop computer and / or laptop computer.
Before you begin, you’ll need a free Evernote account at evernote.com. You’ll also need to download the free Evernote app from your device’s app store, and log into your account.
When you come across a BSO while researching online in a web browser (such as the Chrome or Safari app), here’s how to capture it:
Tap the Share icon on the web page.
Select Evernote from the menu. If you don’t see it tap More for the complete menu of available apps. If you still don’t see it, make sure you have downloaded the app.
Tap More to find the Evernote app
The app will open and should open a new note. Edit the note as desired.
Edit the BSO note
Tag the note with the “BSO” tag, as well as any other tags you find helpful.
Tag with the BSO tag
Tap Save.
The note is now saved to Evernote. If you are on WiFi, Evernote will synchronize so that the note will be available from any device signed into your Evernote account.
The BSO tagged note
Option 2: Home Screen “Bookmark Apps”
Keep in mind that these aren’t the same as “Bookmarks” found in your web browser apps. I call them “Bookmark Apps” because they do save a particular web page, and they look just like apps. In the menu this feature is called “add to home screen.” (see image)
Bookmark Apps are best for when you plan to do your BSO follow up on the same mobile device.
How to capture a BSO as a Bookmark App:
In your browser app, when you come across a BSO web page, tap the share icon.
Tap Add to Home Screen.
Tap Add to Home Screen
Edit the title so it will be easy to remember why you wanted to follow up on it.
Tap Add (iOS – this may be different on Android, or different browsers)
The web page “bookmark app” is now on your home screen.
Once you have created at least two BSO bookmark apps, you can then create a folder.
How to create a folder:
Move the bookmark app by pressing and holding it until it shakes.
Keep your finger on it and drag it onto the other BSO bookmark. This will create a folder.
Name the folder “BSO”.
Press the home button to save.
Bookmark apps in the BSO folder
Now whenever you have some spare time you can tap the BSO folder and get back to one of those items that previously caught your eye.
How Alice the Genealogist Avoids Falling Down the Rabbit Hole Part 4
Creating a Supportive Computing Environment
The following tools are available for your computer desktop or laptop.
Restore Tabs
In addition to using Ctrl+Shift+T (Win) or Cmd+Shift+T (Mac) to restore a closed browser tab, you can also right-click on the new tab plus sign and select Reopen closed tab from the pop-up menu. You can do this multiple times and web pages will continue to open in the reverse-order that they were closed.
Turn Multiple Tabs into One and Save Memory with OneTab
Online genealogy research can leave you with a lot of open web browser tabs. While using multiple tabs allows you to jump back and forth between web pages and records, they can take up valuable computer memory.
You can dramatically reduce your memory usage with the OneTab extension available for both the Chrome and Firefox browsers. With one click, OneTab will combine your open tabs into a clickable list in one browser tab. You can even export the list for future reference.
Get OneTab in the Chrome Web Store here.
Get OneTab in the Firefox Web Store here.
Reduce Email Distractions
Gmail now has a Snooze feature which allows you to temporarily file an email until the date and time you select.
Snoozed emails will reappear in your Inbox at the scheduled time.
Retrieve snoozed emails at any time by clicking “Snoozed” in the menu on the left.
Get Back on Track with MyActivity
When you are signed into your Google account, MyActivity tracks the searches you conduct and the websites you visit. By visiting your MyActivity, you can search for and return to any previous activity. You can also turn it off. Go to MyActivity and click Activity Controls from the menu. Switch the slider to the off position. Visit MyActivity at https://myactivity.google.com/myactivity
Save Time by Previewing Your Google Search Results
Rather than clicking on each search result and loading the page (which also takes you away from the rest of your search results), use the Google Results Previewer web extension for Chrome. Once installed you can simply hover your mouse over a result link to reveal a preview of the page. Then you can decide whether to click through or preview additional results.
Click here to get the Google Results Previewer web extension for Chrome.
