We all need reminders now and then to work smart and stay focused. This week we’re going to revisit two early episodes of Elevenses with Lisa that will help you do just that. I’m bringing them out from behind the Premium Membership paywall and making them available for free this week. We’ll cover concrete strategies for staying focused on what matters most, while not losing track of opportunities that present themselves. You’ll also learn about free tech tools that you can put in place to give you peace of mind, take back those lost hours, and help you be more productive.
These will be presented back-to-back as Live Video Premieres on my Genealogy Gems YouTube channel. In part 1 we’ll cover what makes us vulnerable to getting distracted, and how a research plan can help. In part 2 we’ll talk about how to deal with BSOs (bright shiny objects!)
Watch Live: Thursday, August 26, 2021 at 11:00 am CT (calculate your time zone) Three ways to watch:1. Video Player (Live) – Watch live at the appointed time in the video player above. 2. Participate in the live chat by watching 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.
How Alice the Genealogist Avoids the Rabbit Hole Part 1
Don’t let unexpected genealogical finds send you down a rabbit hole any longer. We’ll cover concrete strategies for staying focused on what matters most, while not losing track of opportunities that present themselves. You’ll also learn about free tech tools that you can put in place to give you peace of mind, take back those lost hours, and help you be more productive.
Vulnerability to Rabbit Holes
In order to improve in anything, you have to know your vulnerabilities. When it comes to falling down a genealogical rabbit hole I’ve identified 5 of the most common vulnerabilities:
Not having a crystal-clear research question
Not having your next steps mapped out
Not having a specific method for dealing with BSOs (bright shiny objects)
Not implementing that method consistently
No muscle to stick with your plan
We’re going to tackle 1, 2, and 3 above. With these in place I believe you’ll feel confident and take care of 4 & 5!
1. Write a Research Question
Before beginning your research, take a moment to write out your research question or statement. It will help guide you and keep you on task. Think about what you want to specifically accomplish. State your goal in specific terms: “Identify the village in Germany where Louise Nikolowski and her family were from so I can locate church records.”
Effective Research Questions
(Per the Board of Certification of Genealogists) Genealogy Standards #10: “Questions underlying research plans concern aspects of identity, relationship, events, and situations. The questions are sufficiently broad to be answerable with evidence from relevant places and times. They are sufficiently focused to yield answers that may be tested and shown to meet or not meet the Genealogical Proof Standard.” Genealogical-research questions:
clearly describe a unique person, group, or event as the focus of the question
clearly state what kind of information that you’re hoping to discover, such as an identity, relationship, event, or biographical detail.
Keep this research question in front of you by:
printing it out and setting it in front of your monitor
putting it on a “sticky” note on your computer’s desktop (virtually or physically!)
writing it at the top of your physical or virtual notebook.
2. Map Your Next Moves
Break your primary research question down into smaller, individual research questions. According to Elizabeth Shown Mills, after analyzing the existing data: “we prepare a research plan that defines:
the resources to be explored
the strategies to be applied
the individuals who are to be included in that search
any special circumstances that will affect the project.”
Example Question: Where is the birthplace of Gustav Sporowski (father of Alfreda) who resided in Gillespie, Illinois in 1910-1918?
Actionable Steps
Here are examples of questions to be answered that support the research question: Question 1 – Did he apply for citizenship? If so, what is listed? Question 2 – Find passenger list: what place of origin is listed? Question 3 – What was listed for other passengers accompanying him? (If any) Question 4 – Where are other Sporowskis from that are listed in passenger lists? For each question above, make a list of the resources (records) you need to find to answer these questions, and where you plan to look for them. Track the outcome. “we prepare a research plan that defines:
the resources to be explored
the strategies to be applied
the individuals who are to be included in that search
any special circumstances that will affect the project.”
Part 2 Video and Show Notes
Don’t let unexpected genealogical finds send you down a rabbit hole any longer. In this episode I cover concrete strategies for staying focused on what matters most, while not losing track of opportunities that present themselves. You’ll also learn about free tech tools that you can put in place to give you peace of mind, take back those lost hours, and help you be more productive.
Identify BSOs (Bright Shiny Objects)
You can’t avoid danger (to your current research plan) if you don’t know what it looks like! My test will help you determine if what has caught your eye while researching online is a BSO.
How Alice identifies a BSO
Take the BSO Test:
Does this get me closer to answering my research question?
On a scale of 1 – 10 how potentially critical is this to my research?
Am I willing to give up finding the answer to my research question to pursue this?
Once you’ve identified BSOs, it’s time to implement a process for dealing with them so you can stay focused on our research question, as well as return to the BSO to explore its potential.
5 Ways to Capture & Return to BSOs
1. Use a Cloud Note-taking Service
Get yourself a free Cloud note-taking tool (Evernote, OneNote, Google Docs, etc.) and use it consistently. Use the website, software, and/or app to capture unexpected finds while researching. I happen to use Evernote. If you’re new to Evernote, here’s a quick video that will help explain it to you. Here’s an example of how I use Evernote to capture BSOs:
Create a tag in Evernote called BSO.
Each time you come across something that tempts you to deviate from your current focus, clip it and tag it with the BSO tag. This will allow you to move on with your research plan with confidence, knowing that it will be easy to locate and pursue the BSO later.
Add additional tags if desired to help you remember what it was about or why it interested you, such as a surname tag.
Evernote notes can have multiple tags, so use them.
Annotate the note to provide additional information as to why the BSO caught your eye, and what you plan to follow up on later.
Evernote will attach a link to the page where you clipped the item to the note. This means with one click you can return to the original source.
Notes tagged in Evernote
The benefit of using a Cloud-based note-taking tool is that your notes will be available to you on all your devices (depending on whether you have a free or subscription plan.) You can add additional information to your notes, and work with them anytime, anywhere.
Use Snagit to do Your Screen Clipping
You can also use Snagit to do your screen clipping and annotations. Automatically send the completed image to Evernote via the Share feature, or Copy and Paste it into a new note. Learn more about this powerful screen clipping tool: Elevenses with Lisaepisode 61– How to use Snagit for genealogy Elevenses with Lisa episode 67– Advance clipping techniques with Snagit. Get Snagit with our affiliate link and get a discount for a limited time. (thanks for supporting our free content!)
Don’t worry if it initially shows as Euros in the cart. When you enter your address including country, it will convert the currency appropriately.
2. Schedule BSO Time One of the main reasons we get side-tracked by BSOs while working online is that we are afraid if we don’t look at it right now we’ll lost it or never go back to it. By scheduling time specifically for working on tagged BSOs, you will feel more confident about letting them go while you are working on a research plan. I schedule my time in the free Google calendar. You can have several different calendars (i.e. categories of types of things you schedule.) Create a “BSO” calendar and color code it so it’s easy to spot. Schedule BSO time and follow up items as future events on your calendar. Set Notifications and Email Reminders for each item.
Create a “BSO” calendar
Scheduling BSO times means you can mentally let them go for now!
Want to stop your family members
from rolling their eyes when you
show them their genealogy?
Show them a video instead! Create extraordinary videos of your family history with Animoto.
Its fast, free & shockingly easy to use! No special skills are required!
I promise!
Get Inspired with These Family History Videos
(For best viewing, watch in FULL SCREEN mode. Click the Full Screen button in bottom right corner of each video. Press Escape to return to page.)
How about the story of your company, or organization:
How about celebrating an ancestor’s birthday? I put this on social media on my Grandma’s birthday:
Tips on Creating Videos Like These
Visit this page which features step-by-step tutorial videos. Then check out these articles:
(Full disclosure: This page contains affiliate links and we will be compensated if you make a purchase after clicking on our links. Thank you for supporting the free Genealogy Gems blog & podcast!)
The new MyHeritage DNA chromosome browser offers two different kinds of browsing–and a triangulation tool. Here’s what these tools are and how to work with them. Just last year, if you had asked me if I thought anyone could catch AncestryDNA in their race to own...
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.
The Genealogy Gems Podcast Episodes
2009 Season Four
Scroll to the bottom of each Podcast Show Notes Page and click the episode mp3 file to download the episode for listening. It will take a minute or two for the episode to download, and it will open in your computer’s audio program (for example: Quicktime or Windows Media Player.)
Episode 61Listen & Show Notes
A sneak peek at the new website GenSeek with Steve Nickle, President of Familylink.com. And Part 2 of Lisa’s interview with Darby Hinton where they discuss the Hinton Family History.
Episode 62Listen & Show Notes
Go Genealogical Channel Surfing: Part 3 of Lisa’s interview with Darby Hinton about his new TV pilot Hintons Living History. Hang Ten with Ken Marks, executive producer of the new TV series Legend Seekers.
Episode 63Listen & Show Notes
Lisa conducts an exclusive interview with Dr. Tukufu Zuberi, star of the hit TV series The History Detectives.
Episode 64Listen & Show Notes
New Online Newspaper Databases, An answer to a listener’s Family Tree Maker software question, A Gem of an Idea: Online Downloadable Source Citations, Interview with Maureen Taylor, and the History of Casey Jones
Episode 65Listen & Show Notes
Interview with George Morgan, Mother’s Day, Odometer History
Episode 66Listen & Show Notes
An Important Anniversary: D-Day, Upcoming Genealogy Conferences, Genealogy Records Update, Interview with Kathy Meade of Genline.com about new features at the Swedish records website, and Paper of Record at the Google News Archive.
Episode 67Listen & Show Notes
Jamboree Highlights, News, Interview with Genealogy Blogger Randy Seaver of the Genea-Musings blog
Episode 68Listen & Show Notes
GenealogyWise, Lisa on the Genealogy Guys Pocast, Paper of Record Update, Interview with Genealogy Blogger Thomas MacEntee, 40th Anniversary of Apollo 11, A Special Collection at the DAR Library, Lisa to Teach Family Tree Magazine Webinar
Episode 69 Listen & Show Notes
The First U.S. Census, Interview with author and genealogist Tony Burroughs, “My Mother Was a Quilter” by Lee Drew,
Episode 70Listen & Show Notes
Resources for understanding the U.S. Federal Census, Member Connect Tour with David Graham from Ancestry.
Episode 71 Listen & Show Notes
The new Genealogy Gem rhinestone pin, The Mailbox, Member Connect with Ancestry, Part 2, Family History Thoughts with Lee Drew “Choices & Consequences,”
Episode 72Listen & Show Notes
Civil War Records, The Mailbox, Probate Records with Jana Broglin, Sorting Your Bookmarks Alphabetically in Safari,
Episode 73Listen & Show Notes
It’s All About You and Genealogy! New Digitized Newspapers, Premium Episodes.
Episode 73 Video Cast Show Notes
Genealogy News Segment
Episode 74 Listen & Show Notes
An Amazing Story Featuring the DeadFred Web Site (Interview with Joe Bott)
Episode 75Listen & Show Notes
The New Free Genealogy Gems Toolbar, The Mailbox, Interview with David Rencher, Head Genealogist at FamilySearch About the Digitization of Records and the Future of FamilySearch.
Episode 76Listen & Show Notes
News, Mailbox, The 1810 Census, Part 2 of Lisa’s Interview with David Rencher Head Genealogist at FamilySearch.org, the Free Genealogy Gems Toolbar.
Episode 77Listen & Show Notes
News, Mailbox, Interview with Maureen Taylor “The Photo Detective” about ancestral hairstyles, Family Storytelling During the Holidays.
Episode 78Listen & Show Notes
News, Mailbox, the New Genealogy Gems Podcast App for iPhone and iTouch, Adoption research, 45 History, and a video of Mona Golabek and the inspiring story of her family.
Episode 79Listen & Show Notes
This episode is a broadcast of the LIVE Genealogy Gems Podcast presented at the Family History Expo in Mesa, Arizona on January 22, 2010 featuring guests Gena Philibert Ortega, Thomas MacEntee, Bruce Buzbee and Anastasia Tyler.
Episode 80Listen & Show Notes
Lisa’s special guest is Irene Johnson (you know her from the PBS TV series Ancestors). She worked at the Family History Library in Salt Lake City for 15 years and gives us her best tips and tricks.
Want to stop your family members