VIDEO & SHOW NOTES: Video #2 of our 25 Websites for Genealogy Playlist. In this video, my guest presenter Gena Philibert-Ortega covers top genealogy finding aids and society websites that are must-have for family history research. Even though some sound specific to a certain area, don’t be fooled. They have resources available for all genealogists.
Websites 5 through 12 of our 25 Websites for Genealogy
I’m Gina Philibert Ortega, and welcome to 25 Websites for Genealogy, What I’d like to do is talk to you about websites that are must-haves for your genealogical research.
Some of these websites will be new to you, and others are going to be very familiar to you. In talking about the familiar websites, I want to get you thinking about them differently, explain a little bit more about what you can do at these websites, and how to get the most out of them.
In this series of 25 Websites for Genealogy, we’re going to be looking at websites in different categories. Our second category is the Finding Aids & Society Websites (#5 through 12).
Linkpendium provides links to free and subscription websites that can help you with your genealogical research. The directory includes 10,000,000+ links to information about families around the world as well as helpful information about U.S. states and counties. The site emphasizes free resources provided by libraries, government agencies, genealogical and historical societies, and individuals.
ConferenceKeeper.org is the most complete genealogy calendar of events anywhere! Here you will find thousands of genealogy webinars, seminars, conferences, workshops, podcasts and more, from genealogy societies, libraries, and other organizations all around the world.
Website #8: New England Historic Genealogical Society (American Ancestors)
AmericanAncestors.org databases include 1.4+ billion records for the United States, the British Isles, and continental Europe. And according to the website it also features:
one of the most extensive online collections of early American genealogical records,
the largest searchable collection of published genealogical research journals and magazines,
and the only online source for records from Boston’s Catholic Archdiocese.
Founded in 1869, the New York Genealogical and Biographical Society provides access to genealogical records, journals, periodicals, special collections, digital books and other free resources. In addition, they host educational events.
The Foundation for East European Family History Studies is an international organization that provides education and resources to support Eastern and Central European genealogical research.
When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
Watch episode 71
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.
Three ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player above. 2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 3. Video Player above (Replay) – Available immediately after the live premiere and chat.
Episode 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisaepisode 7.
Conclusions added to Master Genealogy Database (Software on your computer)
Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
Archival Paper Storage (your binders.) See episode 6(Paper Archiving)
Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)
Incoming Genealogy Sources
Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:
Items I’m exploring for the potential application to my current research project
Items pending analysis
Unproven items
Items playing a role in a bigger research question that I want all together for now.
Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
Capture and hold items
search and retrieve more effectively than on my computer thanks to OCR (subscription)
work my genealogy research plan
easily collaborate with another researcher by sharing a single link
Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
Example:Items pertains to my family but not part of my current research project.
Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
Items to I want to keep that have been processed.
Digital scans of visual items. Examples: Family Photos, old postcards
Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
How to save a document image to your hard drive from Evernote.
You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!
How Do I Find It Later?
My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).
“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke
When I want to refer back to one of those sources I would look in one of three places:
My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
Evernote (particularly if the source is part of my current research plan.)
The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
Final Thoughts
Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.
Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)
Show Notes: If you’ve created a MyMap in Google Maps, there’s a lot more that you can do with it if you import it into Google Earth. However, exporting it out of MyMaps as a KMZ that can be used in Google Earth isn’t really obvious. The good news is that it’s not hard to do. I’ll explain how and I’ll also show you how to import the KMZ file into Google Earth.
If you have several items in your MyMaps project, make sure that each item that you want to be included in the file that you’re exporting has a checkmark next to it. Whatever is checked is activated on the map display and will be included in your exported file.
Next, in the upper left corner of Google MyMaps, you’ll see three vertically stacked dots. When we click that, you’ll get a menu that includes Download KML. KML and KMZ are file extensions that are supported by Google Earth.
You’ll also see View Map in Google Earth in this menu. If you click that the MyMaps project will open in a new web browser tab in the web version of Google Earth. You don’t want that because the web version does not have all the features that are available in the free downloadable software version of Google Earth.
Click to select Download KML. KML stands for Keyhole Markup Language. This is a geographic file. The difference between KML and KMZ is that KML is typically a single item while a KMZ is a zipped file potentially containing several items. Each placemark and data item added to your project is a single item. When you have several like in our example project, you will want to export it as a KMZ. So even though the menu says Download KML, go ahead and click it.
When you click it you’ll get a pop-up menu with two options:
Keep data up to date with network link KML (only usable online).
This will include all your data. If any of that data is coming from another source on the cloud and that source updates, your data will update in Google Earth.
Export as KML instead of KMZ. Does not support all icons. This can zip your project as a .KMZ but it might not transfer all your icons, particularly those that might be coming from another source on the cloud.
In many cases, either of these would be fine. But when in doubt, I select Keep data up to date with network link KML so that all my project data will remain current.
After you make your selection, your file will be exported to your hard drive. You can select the destination where you want it saved. It will be a KMZ file because there are multiple items that have been zipped into one package.
How to Open an Exported MyMaps KMZ File
On a PC you will see the downloaded KMZ file in the bar at the bottom of your screen. If you click the up arrow you can open the location on your hard drive where the file was saved. You can also click Open. That opens the KMZ in a program that can read it like Google Earth if it’s already installed on your computer. The easiest way to open the file is to simply double-click it. Your computer will automatically detect that you are opening a KMZ file and it will automatically launch your Google Earth software, and open and display the file in it. It may take a few extra moments to load and run because it’s trying to do two things at once, and Google Earth is a pretty robust program.
There are three panels in Google Earth:
Search (where you enter names, addresses and more to fly to locations in Google Earth),
Places (your Google Earth files and folders These are private and are not published by Google.)
and Layers (data that can be streamed from cloud sources.)
Your project file will be in the Temporary Folder of the Places Panel. Google places opened files in the Temporary folder because it doesn’t know whether you just want to look at it one time, or you want to keep it. When you want to keep a file, you will need to drag and drop it onto MyPlaces at the top of the Places panel, or into a folder you have created.
Also, Google Earth doesn’t autosave. So it’s important to save your work before you close the program. Otherwise, your file will be lost. To save your file, in the menu at the top of the screen select File > Save > Save MyPlaces.
How to Display a MyMaps File in Google Earth
There is a small arrow next to your project file in the Places panel that indicates it is a nested project folder. Click the arrow to display the contents of this zipped container. Inside is the actual MyMaps project folder or the project. Continue to click arrows to reveal the nested content. Now that you can see the individual items, you can now work with them.
To display the entire project on the screen, double-click the main project file (not one of the nested items). Click only to highlight it. Don’t click the linked title because that will only display the descriptive text you included in your original MyMaps project.
Everything that you saw in MyMaps is now in Google Earth. You can check and uncheck items within the project in the Places panel depending on what you want to be displayed on the screen.
How to Add Content to a MyMaps File in Google Earth
You can easily add additional content to your project. Click to select the project, then add content such as a Placemark. If you selected the Keep data up to date with network link KML option when you exported your file, you won’t be able to add items to the existing folders that came over from MyMaps. However, you can add individual items or new folders by selecting the top-level project.
The beauty of working with the project file in Google Earth is that you can now add content from the Layers panel, some of which was not available to you in MyMaps. You can also add additional items from the Toolbar at the top of the Google Earth screen.
Learn More about Google Earth for Genealogy
Get the book:
The Genealogist’s Google Toolbox, 3rd edition by Lisa Louise Cooke. This book includes 7 full chapters on Google Earth for genealogy.
More Videos and Show Notes Articles on Using Google Earth for Genealogy:
Visit the Maps & Geography category on the Video & Show Notes page on the Genealogy Gems website.
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. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 3: Working Backward and the SSDI
In our first segment in this episode my guest is Miriam Robbins Midkiff, a well-known genealogy blogger and teacher. She shares her best research tips, what motivates her to delve into her family history and how that discovery has enriched her life.
Then in our second segment we answer the question, “Why do we work backwards in genealogy?” and then fire up the Internet and go after your first genealogical record. Below, find current links to the record sources I talk about in the show. Also, when I recently checked, the Social Security Death Index was no longer free at WorldVitalRecords as I mention in the podcast and some of the site features I mention may have changed. I’ve given you links below to more options for searching, including plenty of FREE options!
Working Backward
When it comes to tracing your family history, there are standard methods that will help you build a solid family tree. Starting with yourself and working backwards is a cornerstone of genealogical research. It will be tempting to start with a great grandparent that you just got some juicy information on after interviewing Aunt Martha, but resist the temptation to start with that great grandparent, and go back to the beginning – and that’s YOU!
There’s a very good reason why working backward is so effective. Let’s say you have filled in info on yourself, and then recorded everything about your parents and now it’s time to work on one of your grandfathers and all you have is the date he died and the date he was born. If you are lucky enough to have his birth date and birthplace and you get his birth certificate it will tell you who his parents were, but it can’t predict his future can it? Where he went to school, where he lived over the years, etc. Documents can only tell you what has occurred in the past, not what will occur in that person’s future.
But if you get his death certificate it will give you key information at the end of his life that can lead you to the various events throughout his life. If you don’t have his birthdate and birthplace, you’ll probably find it on the death certificate. It will also likely name his parents and his spouse. A birth record can’t tell you who he will marry, but a death record can tell you who he did marry. You can start to see how starting at the end of someone’s life and working backwards will be the most efficient and accurate way to research.
Records are like the bread crumb trail of your family tree! If you don’t work systematically backwards, it will be very easy to miss a crucial piece of evidence, and you might end up relying on guesswork and end up building a false history on it. Believe me you don’t want to invest time in a tree that you’re going to have to chop down and replant!
So now that you understand and are committed to following this cornerstone concept of systematically starting with yourself and working backwards, it’s time to fire up the Internet and put it into practice by finding your first record. What type of record will we be looking for? A death record of course!
Is one of your parents deceased? If so, you’re going to start with them. If they are still living, and you’ve got their information entered into your genealogy database choose one of their parents, your grandparents, who is deceased – or if you’re lucky enough to be starting at a young age you may have to go back to a deceased great grandparent! (And good for you for starting now while you’re young!)
The SSDI
Chances are the person that you’ve chosen, for this example let’s say it’s your grandfather, he most likely had a social security card. And there is a wonderful free database online in the United States called the Social Security Death Index, what is commonly referred to as the SSDI, that you can use to find that grandparent.
In 1935 the Social Security Act was signed into law by President Franklin Roosevelt, and consequently more than thirty million Americans were registered by 1937. Today, the Death Master File from the Social Security Administration contains over 89 million records of deaths that have been reported to the Social Security Administration and they are publicly available online.
Most of the information included in the index dates from 1962, although some data is from as early as 1937. This is because the Social Security Administration began to use a computer database for processing requests for benefits in 1962. Many of the earlier records back to 1937 have not been added.
The SSDI does not have a death record for everyone; and occasionally you may find an error here and there if something was reported inaccurately, but overall it’s a terrific resource! As with all records it provides clues that you should try to verify through an additional record source.
There are many websites that feature this database, as seen in the UPDATED links below. This database is free at most sites, even sites that charge for access to other data.
On the Search page, enter your grandparent’s given name which is their first name, the family name which is their last name or surname, the place of their death – this could just be the state – and the year they died, and click the Search button. Hopefully you will get back a result that includes your grandparent.
Now remember you’re looking at an index, not an original record or primary source. We talked about sources in Episode 2. A primary source is a document that was created at the time of the event by an authoritative source, usually someone with direct personal knowledge of the event that’s being documented, like a death certificate is completed at the time of death by the attending physician. These are the best and usually most accurate types of sources you can find. And that’s what we want!
The really key information in this search result is the county information. In order to get an original death certificate which would be your primary source you have to know which county they died in. You may already know that for your grandparent, but keep this in mind because the further back we go, the more crucial it will be to know the county involved since that’s where death certificates are recorded.
By any chance did your grandparent not show up in the results even though you know they worked after 1937 when the Social Security got rolling, and you know they have passed away? Don’t fret – We have other ways to try and find the info!
This brings us to what I think is a really important concept to keep in mind whenever you’re researching your family on the Internet. Each search is conducted at a specific moment in time. Running an SSDI search or a Google search tomorrow might give you results different than the one you ran today. The Internet is being updated second by second, and the SSDI has been updated several times over the years.
In the case of the SSDI database, you can’t be absolutely sure that the website you are using to search the SSDI has the most current version available. Look in the database description on the site to see how recently it was updated.
Here’s a perfect example of that: When I searched for my grandfather on my dad’s side from the Family Tree Legends website, I got no results. Now I KNOW he died in 1971 and I KNOW he worked his entire life so he had to have been registered with Social Security. Then I went to Ancestry.com and searched for him in their SSDI database and he popped right up.
On the other hand, my maternal grandmother shows up on all three websites I’ve mentioned. In most cases, you’ll find who you’re looking for, but occasionally, like with my grandfather, you may have to dig in your heels and try the SSDI on a couple of different websites to find who them. Never give up, never surrender. That’s my motto!
And of course, each website offers just a little different variation on the terms that you can search on.
So just in case you have a stubborn ancestor who eludes your first SSDI search, try finding them at several of the SSDI databases. If you do have luck on World Vital Records, be sure and click the More Details link next to your search results because it includes some fun extras like a link called Historical Events next to their birth year and death year that will take you to a list of important historical events that were happening those particular years. It’s kind of fun to see what was going on in the world when your grandparent was born.
You’ll also find a link called Neighbors which will take you to a listing of folks who lived in the same county as your ancestor and died in within a year or two of them.
But most helpful is that your research results on World Vital Records will include a listing of nearby cemeteries which are good possibilities for where your ancestor may have been buried. (Again, just clues to hopefully send you in the right direction.) But as I said, the death certificate is going to be your best and primary source and almost always includes the name and address of the cemetery where the person was buried.
Here are a few more search tips if you don’t find your ancestor right away:
1. Make sure that you tried alternate spellings for their name. You never know how it might have been typed into the SSDI database.
2. Many SSDI indexes allow you to use wildcards in your search. So for example you could type in “Pat*” which would pull up any name that has the first three letters as PAT such as Patrick, Patricia, etc.
3. Try using less information in your search. Maybe one of the details you’ve been including is different in the SSDI database. For example it may ask for state and you enter California because that’s where grandpa died, when they were looking for Oklahoma because that’s where he first applied for his social security card. By leaving off the state you’ll get more results. Or leave off the birth year because even though you know it’s correct, it may have been recorded incorrectly in the SSDI and therefore it’s preventing your ancestor from appearing in the search results.
4. Leave out the middle name because middle names are not usually included in the database. However, if you don’t have luck with their given name, try searching the middle name as their given name. In the case of my grandfather his given name was Robert but he went by the initial J.B. But in the SSDI his name is spelled out as JAY BEE! Go figure!
5. Remember that married women will most likely be listed under their married surname, not their maiden name. But if you strike out with the married name, go ahead and give the maiden a try. She may have applied for her card when single, and never bothered to update the Administration’s records. Or if she was married more than once, check all her married names for the same reason.
6. Don’t include the zip code if there is a search field for it because zip codes did not appear in earlier records.
While most folks will appear in the SSDI, there are those who just won’t. But knowing where information is not located can be as important down the road in your research as knowing where it IS located, so I recommend making a note in your database that you did search the SSDI with no result. This will save you from duplicating the effort down the road because you forgot that you looked there. I admit it, in the past I’ve managed to check out books I’ve already looked through and order a record or two that I already had. Lesson learned!
So here’s your assignment for this week: Go through your genealogy database and do a Social Security Death Index search on every deceased person who was living after 1937. Hopefully you will be able to fill in several more blanks in your genealogy database and family tree!