How to Customize Chrome’s New Browser Tab for Productivity and Inspiration

We probably spend more time staring at our web browser than we do staring into the eyes of our loved ones. Since that’s the case, wouldn’t it be nice to be looking at a browser tab that not only makes you more productive but also inspires you? Well, you can and today I’ll show you how in the Chrome browser. 

how to customize the chrome browser New Tab

Plain Jane Chrome Browser Tabs

Normally when I click the plus sign on the right end of my browser tabs it opens a new tab that isn’t much to look at:

New Chrome browser tab not customized

(Image above: Clicking the Plus sign opens a new browser tab.)

Well, recently I have been customizing the “New Tab” on my Chrome web browser, and the results have been helpful and enjoyable.

Now I find myself smiling each time I open a new browser tab. There, looking back at me, are ancestors. They are happily picnicking in a meadow under shady trees. They look relaxed in their white cotton shirts, sleeves casually rolled up, and glass bottled soda in hand.

Chrome new browser tab with custom image

(Image above: Chrome new browser tab with custom image.)

This sepia tone photo was taken early in the 20th century. It not only inspires me to keep up the genealogical search I am on, but also to take a chill pill when I hit a stubborn research brick wall.

Keep reading and I’ll show you how to add your own custom image to Chrome’s New tab. 

Benefits of Customizing Chrome’s New Tab

My New Tab features more than just an old family photo. It also increases the speed of my online navigation by serving up the websites I need and use most often.

Notice the website shortcut icons I’ve added to the bottom of the page (image below.) With one click I’m on my way to search for historic newspapers at the Library of Congress Chronicling America website, or peruse the latest records at MyHeritage. 

Website shortcuts in the Chrome brower

(Image above: Website shortcuts)

Customizing the New tab on your Chrome web browser can also increase your search speed.

Notice the suggested related searches that fall between the search query box and the customized website shortcuts. Google has the ability to suggest additional searches based on my most recent previous search.

related searches suggested in Chrome's New Tab

(Image above: Related searches suggested in Chrome’s New Tab.)

So why would this be beneficial?

Envision yourself conducting a Google search for a particular record collection. You receive the search results, and several look promising. You may even click through to one of those results and start reviewing the page. But as you read, it occurs to you that there may be a better way to state your query that could deliver better results. Or perhaps you wonder if you’re using the best terminology. 

Rather than losing the search you’ve already run (and that website you’ve already started reading), you open a New web browser tab. With a customized New Tab, Google will start you out with some suggestions for additional searches. These aren’t just random. Google takes into account the most popular type of searches on the topic and the terminology or keywords that it has determined would retrieve good results. 

Is it perfect? No. But suggested related searches can give you a jump start, and lead you to results you might not have otherwise found.

Google’s Customization versus a Browser Extension

Now before I show you how to customize your New Tab, you may be wondering why I’m not just using a browser extension to do the customization.

Yes, there are a variety of Chrome browser extensions that allow you to change the New Tab page. But the answer to this question comes down to security. Browser extensions have the potential to leak your private information. It’s always best to stick with the Google customizations if possible.

Since we don’t spend that much time on the New Tab page, the features we are about to customize should be all we need. However, if you decide to use a browser extension, I encourage you to do your homework to do your best to determine if the extension is trustworthy. 

How to Add Your Own Image to the Chrome Browser New Tab

Probably the most difficult part about customizing the background of the New Tab is selecting the photo!

I spent more time on picking my photo than I did actually setting it up. But don’t fret too long about it. It’s so easy to change the image that you can change it on a daily basis and rotate images if you just can’t make up your mind. Let’s get started:

1. Click the Plus sign

At the top of your browser, click the plus (+) sign on the far right to open a New TabYou can also open a New Tab by using the keyboard shortcut Ctrl + T

And here’s a tip: Keep the tab that this article appears in open so that you can easily jump back and forth between the instructions and the customization page.

2. Click the Customize button

You’ll find the Customize button in the bottom right corner of the page.

Chrome browser New Tab Customize Button

(Image above: On the New Tab, click the Customize button.)

3.Upload the image

Select Background and click Upload from device:

Upload Image to Chrome Browser

(Image above: Upload image to the Chrome browser)

4. Find the Image

An Open dialog box will pop-up. Navigate to the desired image on your hard drive. 

Customize Chrome Browser New Tab with Image from your computer

(Image above: Navigate in the “Open” dialogue box to the image that you want to use as your custom New Tab background.)

5. Select and open the image

Click to select the image and click the Open button. The image will now fill the screen. Don’t worry, you haven’t uploaded your photo into the public Google search engine. You are only customizing your Google account, and only you can see the photo.

Landscape images work the best for the New Tab page background. If you have a Portrait shaped photo, try cropping it to more of a landscape shape before uploading.

Chrome new browser tab with custom image

(Image above: Chrome new browser tab with uploaded image.)

If you want to change it back to plain or swap photos, simply click the customize icon in the bottom right corner that looks like a pencil.

How to Add Shortcuts to the New Tab

Now that you have your family looking back at your from your New browser tab, let’s add shortcuts to your favorite websites. 

1. Click the Plus sign

Click the “Add Shortcut” plus sign beneath the search field. 

2. Add the name and URL

Open a new tab, navigate to the desired web site, and then copy the URL in the address bar. Go back to the tab with the customization page, and in the Edit Shortcut window, type the name of the website, and paste the URL you just copied.

 

Add shortcut to Google Chrome browser New Tab

(Image above: type in the website name and URL.)

3. Click the Done button

Once you click the Done button, you will see your new shortcut below the search field. 

4. Repeat

Repeat the process to add additional website shortcuts. 

5. Edit Shortcuts

If you want to change one of the shortcuts that you’ve added, hover your mouse over it and click the three vertical dots in the upper right corner of the icon. 

Edit shortcuts on chrome New tab

(Image above: Hover your mouse over the shortcut and click the three vertical dots to edit.)

Then you will have the option to edit or remove the shortcut. 

Edit shortcut in Chrome browser New Tab

(Image above: Edit shortcut dialogue box.)

Related Search Prompts on Chrome’s New Tab

As I mentioned earlier in this article, Google will provide related search suggestions when you open a new tab. You fill find them between the search query box and the shortcuts. 

These can be helpful in providing you additional keywords worth searching. Google bases these prompts on what people usually search for. Here’s an example of the related searches that appeared when I searched for Historic Newspapers:

related searches suggested in Chrome's New Tab

(Image above: Related searches suggested in Chrome’s New Tab.)

These search suggestions will change as you search for different things using Google. 

How to Remove Related Search Prompts

Not everyone appreciates Google’s efforts to be helpful. If you would rather see more of your background photo and not the related search prompts, they are easy to remove. 

Simply click on the three vertical dots just to the upper right of the prompts:

RELATED SEARCH customized search suggestions (1)

(Image above: Click the three vertical dots.)

In the pop-up balloon you have two options:

  1. Don’t Show This Topic tells Google not to show the topic appearing on the tab again. In my example, I would not use this because I expect to be searching for historic newspapers again in the future. But if my search were just a one time thing, or the search prompts were completely irrelevant, then I would let Google know I don’t want to see this topic in the future by selecting this option. 
  2. Never Show Suggestions tells Google to never show suggestions on the New Tab again.
Editing search suggestions in Chrome new Tab

Make your changes in the pop-up balloon.

How to Return to the New Tab Default Settings

I love having a customized New Tab to greet me each time I click the plus button. However, there may be a time when, for whatever reason, you will want to return the New Tab to its original state. That’s easy enough to do! Here’s how to remove or change the background image:

Click the pencil icon in the bottom right corner of the screen. This will take you back into Customize mode. 

If you don’t want any background image, click No Background. If you would like something completely different, you can also select from a collection of photos provided by Google:

Remove background in Chrome New Tab

To remove the background image, select Background > No Background

In this same pop-up dialogue box you can also remove your shortcuts in one swoop. Click Shortcuts and then Hide Shortcuts, and then click Done:

how to hide shortcuts in Chrome Browser

More Googly Ideas

The Genealogist's Google Toolbox 2019

I hope you’ve enjoyed this simple way to spice up Chrome’s New browser tab. You’ll find tons of exciting ideas on how to use Google more effectively for genealogy and family history in my book The Genealogist’s Google Toolbox. 

If you’re a Genealogy Gems Premium eLearning member, check out my current full-length Google search video classes. (Image below.) P.S. Don’t forget to download the PDF handout for each class!

If you’re not a member, but would like to be, click here to learn more. 

Genealogy Gems videos on Google search

Full length Google search classes available to Genealogy Gems Premium eLearning Members

Happy Googling!

 

 

 

 

 

Best Ways to Search for Photos with Google Images

Google offers a variety of ways to help you find and search for images. In fact, there are so many different ways it can get a little confusing. In this video and article I’m going to show you how to find images and photographs that apply to your family history. Who knows, we may even find an ancestor’s photo. I’m also going to show you how you can use Google Images to even help identify some of the images and photos you have in your family scrapbooks. These are my best image search strategies and they come my book The Genealogist’s Google Toolbox.

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Available in the Genealogy Gems Store

Elevenses with Lisa Episode 49 Show Notes

Follow along in the show notes below. The step-by-step instructions are available in an ad-free show notes cheat sheet which is downloadable in the Resources section at the end of these show notes. (Premium Membership required.)

How to Find Photos and Images with Google Images

When it comes to searching for images, part of the confusion comes from the fact that the search experience on desktop and mobile are a bit different. So, let’s start with running a basic image search on computer desktop. There are actually two ways to do that.

#1 Google search for images at Google.com on desktop:

  1. Go to Google.com
  2. Run a search
  3. Click Image results

#2 Search for images at Google Images on desktop:

  1. Go to https://images.google.com or go to Google.com and click Images in the top right corner (Image 1) 

    How to get to Google Images from Google.com

    Image 1: How to get to Google Images from Google.com

  2. Run a text search: Example: John Herring
  3. Images results will be presented

If I’m in a hurry, I’ll usually just search from Google.com because I’m probably over there anyway. But if I really want to find the best image, or I expect to do some digging, I go directly to Google Images.

How to Get the Best Google Images Results

Searching for a name is fine, but chances are there are and have been many people with that name. You’ll need to narrow things down and provide Google with more specific information about what you want.

There are a several excellent ways to refine and dramatically improve your results. The best place to start is by using a few powerful search operators.

The first search operator is quotation marks. By putting quotation marks around a word or a phrase you are telling Google that it must:

  • Be included in each search result,
  • Be spelled the way you spelled it,
  • And in the case of a phrase, the words must appear in the order you typed them.

You can also use an asterisk to hold the spot for a middle initial or middle name. This is important because without it, Google may pass over these since the name was presented in quotation marks which means its to be searched exactly as typed.

Notice in the following screen shot how this refined search appears. The search operators have made quite an improvement in the image results. I’ve located four photos of my great grandfather! (Image 2)

Google Images search results

(Image 2) Google Images found photos of my great grandfather

Google might restrict how many images it shows you. Click See more anyway at the bottom of the screen to reveal all the results. (Image 3)

Find more Google Image search results

(Image 3) Click to see more image results

You may need to scroll down to see even more results. Click an image to preview it. (Image 4)

Preview Google Image results

(Image 4) Click to preview Google Image results

Click the enlarged preview image again to visit the website where it is hosted. I’ve got my fingers crossed that since this website is hosting a photograph of my ancestors, it just might have more. And indeed, it does – genealogy happy dance! (Image 5) 

google image results

(Image 5) Old family photos found on this web page

 

How to Narrow Down an Image Search to Old Photos

One of the ways you can zero in on old photos is by filtering down to only Black and White images. This makes sense because most of our older family photos are black and white.

On the Google Images search results page click the Tools button. This will cause a secondary menu to drop down. Click the Any Color menu and select Black and White. (Image 6) 

How to filter Google Image results

(Image 6) How to filter Google Image results

Now all of your image results will be black and white. It’s easy to tell that most of these are older photos. (Image 7)

c

(Image 7) Filtered image results

Permission to Use Images Found with Google Images

If you want to use any of the photos you find, you’ll need to ensure that you have permission to do so. Start with the FAQ at Google Search Help. This page will help guide you through issues like Fair Use and how usage rights work. In the end, the best thing to do when in doubt is to contact the person who posted the photo and explore any requirements they may have regarding use of the image.

How to Use Google Images to Identify Images and Photos

Do you have unidentified photographs, old postcards or other images in your family scrapbooks or photo albums? Google Images just might be able to help!

Start by first digitizing the image (I use a flatbed scanner) and saving it to your computer hard drive. Then head to Google Images on your computer and click the camera icon in the search field. This will give you two options:

  1. Paste URL (we’ll get to that in just a bit)
  2. Upload an image (this is the one you want – click it)

Click Choose File and grab the photo you saved to your computer. Google Images will search the Web for that image. It may find an exact copy, or it may deliver visually similar images.

Notice on the Google Images search results page that Google has added keywords to the search field at the top of the page. You’ll also see a tiny version of the image you searched. The keywords may be rather generic such as gentleman, family, etc. Try replacing these words with more specific words about the photos and what you are looking for. For example, you could replace the word gentleman with your ancestor’s name in quotation marks, or replace the word family with the family surname and the town where they lived. Experiment and try different variations to see what provides the best results.

How to Upload an Image to Google Image Search (Reverse Search):

  1. Digitize the image and save it to your computer.
  2. On your computer, go to https://images.google.com or google Google Images.
  3. Click the camera icon in the search field.
  4. Navigate to and select the digitized photo you saved to your computer.
  5. Google will attempt to find that exact image. If not the closest visually. You will see words in the search field along with your photo. These words describe what Google AI noted about the photo. For example, when I upload a photo of Margaret Scully sitting in her rocking chair, Google note “sitting” and delivered old photo of people sitting. When I upload a photo of the John Herring family Google notes “family” and provides old photos of family groups. Neither Margaret nor the Herrings are well-known, so this isn’t a surprise. If I upload a postcard from an ancestor’s scrapbook of a well-known or famous location, Google will likely find additional copies on the web and provide background information on the location and a website address for it if there is one.
  6. You can revise this search by replacing the words that Google noted (i.e. family) with the person’s name of the surname. In the case of the John Herring group photo, I replaced family with Herring and then John Herring.

Remember the option to Paste URL? Use this when you find a photo on a website, (or if you have posted a photo on your own website or blog) and you want to find more like it. Right-click (PC – or Control Click on a Mac) on the image and Copy Image Address. Next, head back to Google Images, click the camera icon and paste the URL. Google will use that image to run your image search.

How to Search an Online Photo with Google Images (Reverse Search):

  1. Right-click on a PC (Control Click on a Mac) on the image on the web page.
  2. In the pop-up menu select Copy Image Address.
  3. Go to Google Images.
  4. Click the camera icon in the search field.
  5. Paste the image URL that you copied to your computer clipboard (on a PC use Control V on your keyboard.)
  6. Click the Search by Image button to run your search.

Searching with your own image or an image you find online can help you discover many more website that have the visual content you need. In this episode I searched using an Elevenses with Lisa viewer’s old photo and revised the search with the name of the town. This resulted in a wonderful assortment of websites to look at that also hosted photos from the same town and timeframe.

The initial Google Image results added the keyword gentleman to the search field. But you can see by the visually similar images it found that it was able to target photos that included more similarities than just gentleman. These photos also matched in other important ways (Image 8):

  • House
  • Porch
  • Multiple People
  • White dress
  • Old photo
best ways to find old photos with Google

(Image 8)

Who might have photos online of your family? Here’s just a short list of possibilities:

  • Archives
  • Libraries
  • Historical Societies
  • Newspapers
  • Genealogy Websites
  • Cousins
  • Social Media

How to Use Google Image Search on Mobile

The Google Images camera icon allows you to conduct reverse image searches. However, whether you use a browser app like Safari or Chrome to go to Google Images or you use the Google search app, you won’t find the Google Images camera icon in the search field. Google Images is different on mobile than it is on computer desktop. The main difference is that there is no camera icon for uploading images to search. However, there’s a little secret for getting around that problem.

On an iPhone / iPad you can switch your settings for the Safari app so that it behaves more like a desktop computer. And for our purposes, that means getting the camera icon in Google Images.

How to Search Your Own Image Using Google Images on an iPhone or iPad 

  1. Open the Settings app
  2. Scroll down and tap the Safari app
  3. Scroll down and tap Request Desktop Website
  4. Tap the slide to activate All Websites
  5. Close the Settings app
  6. Open Safari
  7. Go to Google.com – if you’re signed into your account you can tap the apps icon (9 dots) and open Images or just google Google Images
  8. Now you have the camera icon in your search bar ready to reverse search images!

How to Reverse Search a Web Image on an iPhone or iPad (Reverse Search Images)

  1. When you find a photograph on a website in Safari, press and hold the image
  2. Tap Copy
  3. Go to Google Images (after changing your settings to Desktop Website)
  4. Tap the camera icon
  5. In the Paste URL field press and hold and tap Paste
  6. The web image URL will appear in the search field.
  7. Tap the Search by Image button to run your search.

How to Reverse Search an Image on Android:

  1. Open the Chrome browser app.
  2. Go to google.com.
  3. Tap the three dots at the top right to open the  menu.
  4. Tap to check the box for Desktop Site.
  5. The Google Images page will refresh and you will now have the camera icon ready to run reverse image searches.

How to Reverse Search a Web Image on Android (Reverse Search Images)

  1. In the Chrome browser, go to the web page hosting the image.
  2. Tap and hold on the image until the menu pops up.
  3. Tap on Search Google For This Image.
  4. You’ll be taken to Google Image results for that image.

Resources

 

 

Source Citations for Genealogy

Here at Genealogy Gems we believe that genealogy is FUN, and finding great sources of information is part of that fun. But citing those sources may not be so much! My guest in Elevenses with Lisa episode 60 is going to make the case why source citation is a vital part of great genealogy research and she’s going to give us the resources to help get the job done right.

How to do Source Citations for Genealogy

Elevenses with Lisa episode 60

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Episode 60 Show Notes

Gail Blankenau genealogist

My special guest: Gail Blankenau

Lisa: Genealogy is FUN, and finding great sources of information is part of that fun. But citing those sources may not be so much! My guest in Elevenses with Lisa episode 60 is going to make the case why source citation is a vital part of great genealogy research and she’s going to give us the resources to help get the job done right. Gail Schaefer Blankenau is a history and genealogy research expert, author and speaker. She specializes in German genealogy, reading old German script in Midwestern and Nebraska roots, land records, as well as lineage research.

The Pain of Citing Sources for Genealogy

(01:31) Connie from Port Orchard, Washington wrote in recently to say, “I started researching my family about four years ago and your podcasts are very helpful. Thank you. Like many people, I started with the census where I discovered that a great great grandfather had fought in the Civil War. So, from then on, I was hooked. The reason I’m writing is to ask if you would consider doing an Elevenses episode on source citations. I wanted to do the right thing. So, I started researching for how to cite the digital newspaper articles I’d found. I was quickly bogged down in a quagmire of styles, punctuation, and metallics. That’s all well and good for academia. But I’m not writing a thesis. Thankfully, I have Rootsmagic to handle most of that. However, I still have problems when I want to cite my sources. Anywhere else like online trees, I stare at their form for a while wondering what to put there. And then I usually give up, I know I’m making it harder than it is. But I have an irrational fear that if I do something wrong, Elizabeth Shown Mills is going to find out and scold me. (Editor’s note: She won’t. She’s very, very nice!) You’ve done such a wonderful job of taking the mystery out of so many things. So please consider helping us conquer our fears, of citations.”  Gail, I know that you’re the person who can help us with this. Do you hear this quite often from other genealogists?

Gail: I do. And I actually share her pain because even though I’m a published author in several genealogical journals, as well as genealogical magazines, I don’t always cite the way the editor wants. I just did a master’s thesis in history and I had to change some of my citing, and I was using genealogy citations. So, she’s right, there is a mix of citation styles. It sounds like she’s doing a good job at the main thing, which is to do good research. But when you want to share your research, people have to be able to check it.  I have some ideas for her to maybe consider that we can talk in a little bit more depth today.

Lisa: Excellent. And I like your title, The Good, the Bad and the Ugly

Gail: And I’ve seen it all. I kind of call it the wild, wild west of citation of evidence because we have different citation styles. We as genealogists really enjoy the detective work. I mean, I love detective stories! And I like to solve puzzles. I think most of us who really get into genealogy are like that. So, when we get to the point where we have to maybe write it up or share it with others, we really need to cite our sources, even for ourselves. But you know what citation can be a little boring. And if you feel that way, you’re not alone at all.

Noel Coward Quote About Footnotes

(05:00) “Having to read footnotes resembles having to go downstairs to answer the door while in the midst of making love.” (Goodreads, Noel Coward Quotes, http://www.goodreads.com/quotes/185342-having-to-read-footnotes-resembles-having-to-go-downstairs-to : accessed 15 April 2017.)

Doing source citations feels like interrupting something that we’re enjoying, to do something really not that much fun. But I want to encourage you to cite as you go. And when I say cite as you go, it doesn’t have to be a perfect citation. But it’s important to have all the elements that you’ll need to massage it later. It’s a lot better than going back and redoing what you just did.

Anthony Grafton Quote about Source Citations

(05:35) Historians feel the same way. Anthony Grafton was a historian for Princeton. And he says, “Footnotes seem to rank among the most colorless and uninteresting features of historical practice.” I feel like genealogy is a subset of good history. He does, though, write about citations and their importance, because they counter skepticism from people who feel like there’s nothing that’s true. And there’s nothing that can ever be proven about the past. And so, although it might seem a little bit boring, the fact is, the evidence behind (the source citation) is not. So, we need to be really careful about citing sources, because sometimes we don’t have evidence for our assertions, or we have it but we’re not convincing people that we do.

Definition of a Source Citation

(06:32) I’m going to quote Elizabeth shone Mills because she is considered the Citation Maven for all genealogy. “Citations are statements in which we identify our source or sources for a particular assertion.” (Elizabeth Shown Mills, Evidence Explained, p. 42.)

I would add that almost more important is that the sources for an assertion actually say what we say it does. We’re going to share some examples where they don’t do that.

Resources for Genealogy Source Citations

(07:08) So here are just a couple of three of the style manuals that I’ve used both as a historian as, as a genealogist:

Source Citations Reference Manuals

I have to say that when I did my thesis, my professor was talking about the census citation. Well, I used this Ancestry.com quick guide. I think it’s really good. Quick Sheet: Your Stripped-Bare Guide to Citing Sources Pamphlet I used it in my thesis. I had to go back and redo every single citation of my senior thesis!

Preparing for Citing Sources

(07:42) I should have asked ahead of time of my thesis advisor, “how do you want me to do it?” So that’s just a lesson we might have to learn. Some people find evidence explained citations to be too long, especially people who are going to do something in print. So, we do need to strike a balance.

Lisa: I think you’re making such a great point that part of the equation is what you’re going to be using the source citation for. Your thesis is a great example. It’s important to find out what’s required and what the guidelines are before you begin your project.

It’s also important to think about who your audience is. I know that Connie was saying that she’s not doing it for a thesis paper, she’s just doing it for her friends and family. Although, of course, it’s super important because her friends and family may want to pick up the genealogy down the road. If they can’t make sense of where any of her information came from, they’ll have to start all over. Right?

The Problem with Source Citations

Gail: Right. And you don’t want to have to recreate the wheel. There are two problems that can occur with citations. One, that it’s not a good enough citation for people to find it. We’ll cover the elements that a good citation should have in just a moment. I’m not one of those people that gets really mad at you if you use a comma instead of a semi colon. I also don’t think there’s any one right way. But once you choose your way, whether it’s Chicago style or Elizabeth Shown Mills, be consistent.

There was an earlier book by Elizabeth Shawn meals that’s much slimmer that a lot of people use because they find Evidence Explained too much. They use her earlier book. I like A Manual for Writers of Research Papers, Theses, and Dissertations, Ninth Edition by Kate Turabian. They’re all based on Chicago style. Turabian gets it done for me most of the time. When I have a question that’s very specific to genealogy I might go to Evidence Explained. There’s no one right way.

Consider the Reader in Citing Sources

I always think about the reader as well as the editor. I find out what the editor wants, but I also think about the reader. We’re all readers of genealogies. Think about what you experienced that didn’t go so well. When you were trying to figure out what someone was doing or saying in an article, or especially in the old genealogies that are not well referenced. Think about that. Pretend you’re that person who wants to find that source.

Let’s start with some ugly examples of source citations, and this should convince you why you need to have good citations. Whatever form you use, they need to be good, and they need to be complete.

Fraudulent Source Citations

There’s a man named Gustave Anjou. We should know something about him just by the fact that he changed his name. This is kind of a pen name that he used. He was a professional genealogist in the early 1900s. His real name was Gustaf Ludvig Jungberg.

He was hired by some wealthy families who had colonial American roots. They hired him to write their genealogies. The reason why I don’t want people to get so hung up on citations is that they lose track of doing good genealogy. He had lots of citations! And they were formatted well, and they were looked good. And most of them were good. Robert Charles Anderson, who is one of the more famous genealogists looked at some of these old genealogies and he said a lot of the citations were went to legitimate sources. And they were. They said what he said they said, but interwoven into all of these beautiful citations he basically put in false information. He told these people that maybe they were related to a nobleman or the signer of the Declaration of Independence, because really, back then a lot of people were doing it for reasons like feeling their roots were maybe a little bit more glorious than they were. The thing is, he was a fraud. But he did cite his work thoroughly, and they were well put together. People can make stuff up. And appearances can be deceiving, which is why I want us to always keep our eye on the main ball of citations that are informational. It doesn’t have to be perfect, especially if they aren’t going to be published. Your viewer Connie doesn’t need to really please anybody but herself. But I do want her to pretend that she’s the reader that might want to track down that citation and see the original. That’s mainly what we want to do.

Robert Charles Anderson did write an article (Fraudulent Lineages and More Fraudulent Lineages) about fraudulent lineages. If you Google Anderson fraudulent lineages you’ll see some of the early genealogies that were bogus. I have some families in there. When I was a beginner, I went to the genealogy library and I looked at some of these genealogies. I put them in my pedigree chart. And then later on when I went back to really do my real research, I had a lot of correcting to do! So, you might as well do it right the first time and know that there are some bad genealogies out there.

Genealogy Source Citation is a Balancing Act

What we have to balance is the importance of citing your sources and getting it right. Source citations are so critical to our own research. We’re running across these kinds of things all the time. So, in a sense, we’re doing them for the benefit of others and making the case that to the best of our knowledge, this is accurate, and this is where I got it.

Source Citations Help When Family Tree Questions Arise

We all at some point probably hear from somebody who says, ‘I don’t know that that’s right.’ They see our online family tree or they want to question something we did. It’s nice to be able to go back and quickly be able to reorient yourself to where you got that information and be able to make that case. It doesn’t make you a bad genealogist to discover ‘Oh, gosh, he’s right, that person isn’t correct, or that document isn’t right.’ Or it may eventually turn out that the information has been disproven. So, we all want those trails leading back so we can make the fixes.

Use Prestigious Genealogy Journals as Sources

(17:19) I’m not saying don’t look at genealogies ever. You might you want to know what’s already been produced. But that literature search should also include the more prestigious genealogy journals.

One of my first major genealogy articles was in the New England genealogical historical register. And it was correcting the Mead genealogy. I think Spencer Mead did a good job on his direct line. But this was a comprehensive genealogy. My line was so wrong that I didn’t even know where he got it. And it wasn’t well referenced. I wrote a three part article, and that journal rarely does three parters. But there were so many errors that I corrected that it merited that large of an article.

Another time a person asked me, “well, where did you get that? Because the tombstone doesn’t say that.” If you have a good citation, then you’re OK. Your citation can even talk about discrepancies. I certainly don’t remember 10 years ago what my thought process was about that. I know I did the analysis.

I’m doing a book right now for the Nickerson Family Association. When I have something that I really feel needs discussion, such as there are two different birth dates or they’re two different death dates for this person, I talked about those sources and the comparison I did in the footnote.

Lisa: Wow, that’s a wonderful piece of information for those who will come after you later down the road. They will be able to see that discussion. I love that idea. What you’ve shown us so far as the ugly. You’ve got some BAD citations, too, right?

An Example of a Bad Genealogy Source Citation

(19:00) Gail: I do. This is going to be my True Confessions. I started when I was really a teenager, and then I really got into genealogy in my teens. When I was in college, I was working at an office at college and taking classes. I ducked into the genealogy library on my lunch break. I’m interested in my second great grandfather, William Nicholas Johnson, and he was a civil war veteran. I’m just pulling everything  off the genealogies shelf. That was back when they actually let you into the stacks. They don’t do that anymore. I had a little notebook that I would write things down in and then think “I’ll get back to it later.” And this was a note I had.

source citation note

Gail’s original note about the source.

And I just laugh at myself, but kind of with the idea that I don’t want to cry about it. It says, “W N Johnson, Life Sketch Civil War.” Well, Johnson is a common, so I don’t know if it’s my guy or not. And it’s Maryville Tribune. I know, he’s from Missouri, but I left out Missouri.  It would have been nice for other people to know, but I knew it. And it says February 18. No year? What book did I get it from? I have no idea. (I wrote it down quickly and then went onto other family lines.) Now it’s many years later, and I run across this cryptic, and I mean, cryptic little intro. That’s why I say cite your sources as you go.

I don’t care if you get them in the right order, but at least write it all down. Because you don’t want to go back to the library and try to figure out what book it came from. I finally did come across it in the Missouri Historical Review. And you can see I circled, basically, I wrote down what I circled.

The original source

The source of the note.

The year was on the prior page, which I didn’t write down. Maybe I thought I’d get to it sooner, but I didn’t. I spent quite a bit of time in the library tracking down the Missouri Historical Review. What if I had done something more like this:

Example of a Proper Genealogy Source Citation

“Historical Articles in Missouri Newspapers, January-June 1925,” Missouri Historical Review, Vol. 21, no. 2 (January, 1927), 321, Nodaway County, Maryville Tribune, 18 Feb 1925, “Life Sketch of W N Johnson.”

It’s super easy for me to check now. So not only do you want to do it for other people, but you want to do it for yourself.

Lisa: It makes me realize that it’s important to know the pieces, the elements within the source citation. Like you said, even if you just jot it down, and you intend to put together the proper citation later back at home at your desk, you’ll have all the pieces that should be there.

Gail: I never would have been able to use that citation in an article. But now I have a proper citation. It also led me to find out whether this was really my guy. By the way, if you do have Missouri ancestors, the Missouri Historical Review is a really neat resource. It’s digitized online now.

That’s a bad citation but there’s another kind of bad citation. I had a Bennett Posey Family. I think he is my fourth great grandfather, maybe third. There are probably thousands of trees online because we’re very prolific. They all have his wife as Rhoda Hobart. As a professional looking back I’m saying this wasn’t really Rhoda Hobart. This Posey Genealogy had really good citations and it looked good. Now I don’t think he was like Gustav Anjou trying to fool anybody. But I took a look at the citation to his will (and wills sometimes do help you to figure out who married whom.) The will doesn’t say at all what he said it said. That’s the other kind of bad citation you can find. I didn’t have a problem finding it. But the citation didn’t support the assertion. I looked at another will and I thought, oh, this was the will he meant. Even though it was closer to supporting it, it turned out that Rhoda Posey was a guy, not a girl. So, I don’t think Bennett married Rhoda Posey the guy. I think he married some other woman that I saw. She’s still blank on my tree because these days I’m doing everybody else’s genealogy research except my own. But that’s an example of another bad citation that didn’t support the assertion.

The Cost of Bad Genealogy Source Citations

Lisa: That’s a great example. And it’s a lot easier to get help from other people, like a reference librarian, if you have a great source citation to offer them.

Gail: Yeah. I mean, they don’t even charge me which is nice. Other times they’ll charge five dollars. But a lot of times, they’ll say, “Well, unless you can give me a good citation I can’t help you.” Or you end up paying a professional to spend two hours chasing something down rather than just giving them where to look in the first place. They might be pulling a record for you that you don’t have access to online. There are a lot of things that can happen. So again, get all the elements, you can always massage it later, you can always check Turabian’s book or something later to get it right. So, source citations save us money! And time is money. No matter how you slice it, you really want to write as much down as possible and always think, “how am I going to find this again?”

Gail: I think I’ve convinced everyone not to get hung up completely on the format or wherever the comma goes. Just make sure you have all the elements that allow you and others to check it and make sure it really is saying what you think it says. I have a style guide for books that I use, so I copy and paste from there. Just be kind to yourself, but also be diligent. So, let’s talk about some good.

How to Create Good Genealogy Source Citations

(27:49) This is the best part! Number one, I want to talk about types.

Types of Source Citations:

  • Source list entry
  • Full reference note
  • Subsequent reference note

Sometimes I notice that people kind of get them confused. There’s a source list entry, which is kind of like the bibliographical reference. This is the actual source. You can have a full reference note, and that is for the first time you cite that particular source. These are usually longer. That’s the one that’s going to allow you to find it.

If you’re writing up your genealogy, then you have following or subsequent reference notes. This is out of Evidence Explained. But they say the same thing that The Chicago Manual of Style, 17th Edition 

 says, and the same thing that A Manual for Writers of Research Papers, Theses, and Dissertations, Ninth Edition by Kate Turabian. They all say the same thing.

Some of you might be MLA, some of you might be MPA. It doesn’t matter. We all have these three different types that we may be using. And here are the elements:

Elements of a Good Source Citation

  • Title or creator of the source
  • Author(s), editors, or compilers
  • Publisher (year published)
  • What it is
  • Page #
  • Film #
  • Record group name and #
  • URL for online source
  • Repository (sometimes)

Now, depending on what you’re looking at, the elements will differ. You’ll want the title of the source or the creator of the source, and sometimes both.

Author(s), editors, or compiles – If you’re citing a book, you will want all the editors, the authors or compilers and say whether it’s an edited work, or a compiled work. You’ll want the publisher if there is one. Some things are self-published, and then I just put in brackets [self published] and the year it was published.

What it is? Is it a marriage book? Is it a Bible? What is it?

Page Number – If it’s paginated, if it’s not page numbered you say unpaginated. Do tell people that it’s not. Don’t make people guess whether there’s a page number so that they don’t obsess about it.

Microfilm Number – If you’re using microfilm, you need to put the film number because that’s what you’re looking at.

Record group name and # – If you’re looking at primary sources include record groups if they’re pertinent. If I’m at the courthouse, I include the courthouse and where the courthouse is. Sometimes I’ll put such and such a county, because how many Washington counties are in the United States?! Make sure you’re sure you say the state. Say that it’s in Bellevue, Nebraska, not just Nebraska. There might be more than one place like that in a state, not necessarily the same named county, but there might be towns with the same name nearby.

URL for online source – Obviously, if the source is online, you need to give the URL.

Repository (sometimes) – And sometimes you will want to have the repository where it used to be located. If you look at a book, say what repository you found it. If I looked at a book, if it’s a famous book, you know, and every genealogy library has it, you don’t have to put the repository. But obviously, when I’m citing the fugitive slave warrant, that I found at the Abraham Lincoln Presidential Library in Springfield, Illinois, I need to say where it is because no one’s going to be able to find it unless they know where to look.

All of those elements mean there’s no one right way, but you do have to make sure all the elements are in it. Once you choose the style, be consistent. If you’re using A Manual for Writers of Research Papers, Theses, and Dissertations, use it consistently. Don’t go off and do something else unless it really is an unusual thing that Turabian doesn’t seem to cover in her book and just try to do the best you can.

Lisa: I imagine it’s just like with naming your files on your hard drive. It’s probably more important to be consistent than to have it be somebody else’s view of perfection. You want it to include all the important pieces. So, that’s reassuring for folks to hear there isn’t just one right way. You’ve offered up some of the styles and things that we should be looking for. And I know you’ve got other resources as well that will help guide us in the right direction, right?

Gail: I do. The book Evidence Explained by Elizabeth Shown Mills is really good, but I don’t use it as much as I used to. And I do think it can be really daunting. There are people out there who will say your citation is wrong. They’ll say, “Well, if you want to stress the document, start with this, if you want to stress the person start with that.” I don’t know what they’re looking at. And I’m thinking “well, yes, it is actually that I wanted to stress the document, because this is a document and analysis. So, the purpose of what you’re using it for really, really matters. Just keep that in mind. Again, for your listener, she should stop stressing about it because she’s probably doing a good job.

Genealogy Software Source Citations & Style Guides

(30:00) By the way of some of those reports – I don’t want to use names – but their databases that we use, I don’t always like the output that they do for their citations. But at least they’re there. But a lot of them are a little jumbled. And they don’t seem to adopt any particular style, though they have all the elements usually that you need. So that’s good. But I’m not into doing that.

I usually do my citations in a separate Word file. I always make my own style guide for every project.  I have one source that was in what’s now Poland, but it was Pomerania. And I had my own style guide for that, because I was using an online Polish website that had digitized records. The records were in German, so I could read them. So for my citations for that I had the Polish name, I had the German, and then I have the English translation. I just decided I don’t want to rewrite every citation every time I cite this. So, for my reference, I had a style guide. And that’s a really good idea. Put the work in at the beginning, in a Word file and say, “Okay, I’m gonna spend some time maybe a whole day figuring how I want to cite it, but that’s what I’m going to use.”

Lisa: I like that idea. Using a template, it speeds things up, and it keeps it consistent.

(31:51) Gail: Exactly, exactly. And again, this was something that a lot of people weren’t citing, because they’re really daunted by the Polish website. It took me a while to learn how to navigate it. I don’t speak Polish, I speak German and English in French, and some Spanish but I learned it because I’m a genealogist and that’s what we do. Right? Genealogists are great learners. They will power through the most difficult things to get to where they want to go. So, we don’t want to let the daunting nature of citations continue to stop us from doing it at all. Better to do it, do it in your own style, your own template that you’ve come up with, hopefully, based on these resources that you’re providing, but at least doable rather than saying “Oh, I’ll do that later.”

Like I said, you can always rearrange some things or add an element later. But you need the main things, and you need to be consistent. You’ll save yourself a lot of trouble later on if you cite what you see. And this is also in Evidence Explained, but all the other style guides say the same thing.

If I’m holding the death certificate, I cite the death certificate. If I have a Bible, I cite the Bible and where it is who owns the Bible. Sometimes you have to say as of the year you referenced it. I may not know where it is this year, but at least you’ve got breadcrumbs.

(In the video Gail shared an example of a photocopied of vital records for James Arnold of Rhode Island.) I’m citing the book because I’m not looking at it online. I always check the original whenever I can. The reason I looked at the original is because there was a discrepancy in two sources. And then Cirilo said, oh, by the way, this is a copy too. And we don’t know where the originals are, we think they were destroyed when they were copied. He even gave me who copied it, and when. So that made it into my citation because this is as original as it gets. Sometimes when people transcribe, they don’t mean to, but they make an error. But that wasn’t the case here. But you have to do your due diligence. Whenever you see something that doesn’t make sense, or you have a discrepancy, you’re going to have to track down the original. And I still think it’s better to have the original anyway.

In another case, another Rhode Island one, I had a Samuel Reiss Smith within the vital records. But when I tracked down that original, it said Samuel Royal Smith, so it was my guy. I knew my guy was saying Royal because I had the Bible Arnold had, he just had a hard time reading the handwriting. So I went back and looked at the handwriting. Nope, this is Royal. So, you do want to get the original as much as possible. It made my case.

Citing Genealogical Image Sources

Which brings us to the very important subject of images. Most of us are using lot  of images online. Remember, images might be enhanced.  And that’s sometimes a good thing. It’s also sometimes a bad thing because there might be some things left out. The other thing is that there may be another one out there, but it may not be the same, kind of like the editions of books. And the series might have a gap.

In my thesis, I’m citing lots of censuses, and slave schedules, because I’m exploring some enslaved women who left enslavement in 1858 from Nebraska territory. I’m using the 1860 territorial census, and it’s online at Ancestry. It’s also online at FamilySearch. When I go to the Nebraska State Library and Archive, there’s a page at the front of the census for their county that lists all these slaves, all the enslavers and the number of people they have enslaved. And that is not online. But it’s critical if you’re looking for African American ancestors. So the census enumerator didn’t follow the rules. They were supposed to fill out a slave schedule separately, but they didn’t because it was a territory. So, they made it up. And there is a record, but it’s not online. So remember, if you’re looking for something and you’re thinking, Oh my gosh, it’s not there, you might have to kind of dig and look at the film and maybe even have someone go to an archive and say, “can you look at this?” Sometimes people don’t mean to but when they’re filming, they miss a page and, of course, it’s going to be the page that your ancestors on!

Lisa: Of course, that’s always the way it works. You know, Gail, you mentioned that images might be enhanced. Tell us a little bit more about what you mean by that.

Citing Enhanced Images

(39:22) Gail: They might be enhanced by changing the colors so that it’s a little bit better and sharper, which is good. But for instance, I did a lot of my initial German research off of microfilms now at Matricula. For the Catholic records, they’re in color, and they’ve enhanced it by coloring it and sharpening them so they’re easier to read. There’s a lot of underlining done in German records, and sometimes the underlines are in red, and they didn’t show up on the microfilm and they show up on the digital image. So you do need to go back and kind of look at original images and see what you’re not seeing online.  

Lisa: Being able to make a notation about this in the source citation. I mean, these days, my goodness, any digital image could be altered.

Gail: Exactly, and people can add things to them. And I have an example of why it’s important to say, even when you’re looking at what you think is an image of an original, (which is generally in genealogical standards considered almost as good as the original) But sometimes it’s not. So, this is where Evidence Explained is right. You do need to be really thorough. Are we doing good work? That’s always the question you need to ask yourself. Does that source that I’m citing actually support my assertion or not?

So this the top one, as you can see, it’s white on black. Now of course, that’s the microfilm. But we’re pretty sure the original wasn’t black on white. But they were having trouble getting a good image. So they changed it. I cited the film St. Andrews Verdan Evangelical Church. It’s unindexed. And it’s a baptism, 1800, and I give the FHL microfilm. And I added, thank goodness, citing film from a manuscript in Berlin. Now, she may not like that, she might want me to say what manuscript in Berlin it was. But you know what I feel like – and my history thesis person said – I cited too much. So can you find it? Yes, you can. That’s the question. But the reason it was important for me to put the extra thing about where the film and the manuscript is, is because Ancestry digitized it years later. And you start with Ancestry, usually, with the name of the database. You say that it’s a digital image, so that you know that you’re actually looking at a scan of some original. And in truth, St. Andrews Verdan Evangelical Church, and this manuscript is in the Niedersachsen, or Lower Saxony archive. And do you see any differences in those two things? Because I do right away. Number one, it’s a better image. But there’s a 42 on the lower one, and there’s no 42 on the other one, and the other one has page numbers, and the other one does not. They’re the same record, same church. If you don’t do a lot of German genealogy, what you don’t know is German parishes make duplicate records by law. So one is the duplicate and one is the original. The original is probably added to later by the actual parish person. Or the duplicate, they went back later and said, “This is hard to use, because we don’t have any page numbers or entry numbers, so we’re going to add them.” I love looking at originals, because you can see that it’s different ink, you can see whether it’s a different color. And with imagery, you can always see that. So that’s two, same person say project. One is easier to find the record than the other because they added the 42. And you know, all those stamps on your digital image at the census record. Those weren’t there originally. That’s why we say page numbers stamp or page number written.

Knowing the Genealogy Records Makes for Better Source Citations

Lisa: Exactly which can get very confusing when people are trying to go back and find things. You’re really also making the case of how important it is to familiarize yourself with the records that you are going to be using. You can discover things like the fact that in Germany they legally had to make these copies and they distributed them and that would be different in a different country where you’re researching. I love reading the full descriptions of the records, whatever I can get my hands on. Genealogy websites can tells you more about the background of the record, how they acquired it, etc. All of that could help support them making an even better source citation.

Learn more: Watch Elevenses with Lisa episode 37 Provenance: The Story Behind Your Genealogy Records.

Citing Sources of Sources

(46:52) So the other thing, and I think I’ve kind of already alluded to it, is sources of sources. And this example is one from you know, the olden days. You can look at this in what they call the Massachusetts brown books. And this one is actually an image. So I’m going to add that I got it at AmericanAncestors.org.

Massachusetts Vital Records to 1850 (Online Database: AmericanAncestors.org, New England Historic Genealogical Society, 2001-2016), https://www.americanancestors.org/DB190/i/7687/338/141204368, Danvers Births, Vol. 1:338, citing First Congregational Church (Salem Village), Danvers.

Notice at the very end I say citing First Congregational Church, Salem village, Danvers. So it’s in the Danvers VRs, but it doesn’t mean that they were in Danvers, proper. So a lot of people might stop with Danvers, but that CR1 means Congregational Church, Salem village.

How do we find that out? If you’re online, you go to the beginning of the book and look at the abbreviations. Always see what’s in here. Does it matter whether your ancestor was a Baptist, Unitarian, Universalist, Congregationalist or a Quaker? Absolutely! So do know that those little citation citing something else, you need to kind of run that down and put that in your citation. That’ll help you and other people to make sure you know which John Smith you’re talking about. How many John Smiths do I have in my background? Quite a few! Was my John Smith, a Quaker? Well then it may or may not be the person who was at Salem Village in Danvers. And look: there’s two congregational churches in Danvers, one is Salem village, and one is in Middle Precinct.

Discussing Discrepancies in Source Citations

(48:21) And again, talk about discrepancies. You know, my Bristol one? I had that said he was born 11th December, and one that said he was born ninth December. And both of them were copies of original records that can’t be found. So, I just say, I looked for the original records, did my due diligence can’t be found, here’s what may have happened, they’re two days apart, but it’s definitely the same guy, and here’s why. So always handle discrepancies in your source citations.

Most Commonly Used Source Citations

(48:42) Here are two source citations that are fine:

  • Williams-Schultz Marriage License and Certificate, Saunders County, Nebraska, Marriage Book 5:162, RG204, Film #3B, Nebraska State Historical Society, Lincoln.
  • Saunders County Clerk (Nebraska), Marriage Book 5:162, RG 204, Film 3B, Williams-Schultz Marriage License and certificate, NSHS, Lincoln.

Somebody might write to you later and say that I’m wrong about this. But I have looked in Evidence Explained, I’ve looked in The Chicago Manual of Style, 17th Edition and either one of these is correct. But I wanted to show you why there’s no one right way.

I started with the first one William Shultz marriage license. And I like to use that format more where you say what it is, especially when you’re using end notes. I don’t know about you, but I really liked footnotes better because I could check right away. But a lot of editors and a lot of history books, you have to go to the end notes. So, if I want to check and there’s just tons and tons of footnotes, how much easier is it if you’re checking where I got the William Schultz marriage to start with a William Shultz marriage what it is? It’s easier to find for people, right? So, I always try to pretend I’m the reader who hasn’t been part of this big project that I know inside out.

Now, if it’s his license and certificate put that, because in some record sets the licenses are in separate books than the certificate. This one, the licenses is above and the certificate is below so it’s all one page. But I just let people know they’re both on here. But it’s not wrong for me to start with Saunders County Clerk who’s the creator, the marriage book, five 162, the record group because I’m looking at the archive. But I’m still looking at a film, I’m not at the courthouse. If I wanted to go to the Saunders County courthouse, then I would just say Saunders, county clerk marriage book five. And then I would say Wahoo, Nebraska, because that’s where Saunders county courthouse is. Now they know I went to the courthouse. You can do it either way. But make sure all the elements are there so people can check it.

Now I know some of your listeners might be wanting to publish an article or publish it for posterity, which is always good. I do encourage people, especially if you’ve done some really original research, that’s a breakthrough, I say get it published. Get credit for what you do, because people are going to take it from you, and they’re never going to cite you. I have a friend who’s done some incredible research. And I keep saying you got to write it up, you got to write it up! You are the expert witness. And it will actually help you to write it up, too. Because there’s where you see, “oh, maybe my train of thought was not as clean as I thought it was” or “Oh, I need to do a little bit more.”

The Right Way to Do Genealogy Source Citations

(51:45) You might be thinking, “just tell me the right way.” But when I’m writing, the right way is how the editor wants it. You have to study the publication. (In the case of writing it up for your family, you are the editor who gets to decide.)

For the footnotes for instance. 1790 census in this particular journal, which is peer reviewed by professional genealogists: 1790 U. S. Census, East Greenwich, Kent Co., R. I., p. 59.

Here’s a footnote that is a published footnote in there. It’s following footnote, but it’s a good footnote. Notice that they abbreviate County, they abbreviate Rhode Island. And as some people might not even put R. I., they might just do RI. That would be just as good, but that’s not how this editor wants it.

Here’s a very similar footnote for this journal, New England Historical Genealogical Register, another prestigious journal very well: 1790 U. S. Census, Norwalk and Stamford, Fairfield County, Connecticut, roll 1, p. 326.

I mean, if you read it in there, it’s been well researched. It’s been well cited. That’s their footnote. Notice they spell county out.

Is one right, the other one wrong? No, they’re just different. And they’re both helpful. You can find them.

And here’s Evidence Explained: 1790 U. S. Census, Fairfield County, Norwalk and Stamford, digital image, Ancestry.com (http:www.ancestry.com : access date), entry for Smith Mead, p. 326 (written) line 22, citing NARA M637, Roll 1.

That very same one that I just showed you from New England. And you know, if you’re going to print it on a paper, paper is expensive. Ink is expensive. So they’re going to do the shorter one. It’s just how it is.

Access Dates in Genealogy Source Citations

(53:15) And now access date. There’s still a debate about that. There’s a debate about whether you have to do HTTPS www ancestry.com. Some people are just taking that out, because everybody’s so familiar with Ancestry.com now, we may not need that whole URL. We just put ancestry.com, and everybody knows that. Or familysearch.org, access date. I usually put the year at least, because I’m already noticing that Ancestry.com has re- titled some of their databases. Just handle explaining your decision in the beginning of your book or paper. Explain where you’re coming from.

What I’m asking for is balance. I feel like there’s been a pendulum swing, because genealogists used to be really looked down upon by professional historians. There was a lot of sloppy genealogy done in the old days. Now I feel like sometimes we swing too far, you know.  I do not always put that it’s the NARA publication number, blah, blah, blah, I put that in the intro. And then I shorten it because it’s going to be printed up and we don’t have the paper to do it. We just can’t waste all that paper. I’m being an ecologist here. But most good editors do strike that balance. They understand that, you know, it’s all about sources. It’s all about supporting your assertions. And as long as you’re doing that, you’re doing well.

Lisa: I like that. That’s a wonderful note to end on, which is, as long as you’re keeping these your audience in mind, you’re being consistent. You’ve turned to really reliable source citation reference materials like you’ve given us here. And we know we’re going to do a good job.

Gail: I want you to focus on the evidence, and the citations are your help. They’re not an obstacle, they should be your help.

Lisa: I like that idea very, very much. And the evidence is really the fun part, isn’t it? And we have to make sure we’re not so stressed out about source citations that we aren’t thinking clearly and evaluating the evidence that we’re coming across.

Gail: Right, exactly. I mean, I do think there’s some people who get too hung up on that, and they’re spending time on it that they could be using to do a little bit more analysis.

Lisa: Yeah, that’s a great point. And it’s easy to want to hyper-focus on what you feel like you can control. And you know, a lot of times, you can’t control the evidence, you can’t control your access to things. But we want to keep that end goal in mind of just do the best research that we can do. And you’ve certainly helped us with that.

Gail, tell folks, if they want to learn more about what you do, if they want to talk to you about research, how do they find you online.

Resources

 

Questions and Comments

Please leave your questions and comments below. Gail was kind enough to answer questions from the live chat:

Q: I’m used to APA citation format, is the citation format for genealogy a lot different?
A: Excellent question. It is similar, but different enough that you may want to use Turabian or Evidence Explained. Sometimes when I am in Worldcat.org I will look at the different style formats they have in a dropdown menu just to see what the differences are.  Once you decide on a format, then be consistent.

Q: If we use Roots Magic, is it best to use their templates or should we create our own style? It is up to you. 
A: The templates can be very helpful as we are less likely to leave important elements out. In my own experience, it takes me longer to input through templates, but the difference in time is probably not so much that it would be discouraging.

Q: Tips for using Ancestry’s citations? 
A: Although they have improved their citations through the years, Ancestry’s citations do not always meet the genealogical standard. A resource I use is “QuickSheet: Citing Ancestry.com Databases & Images, Evidence Style*”

Q: How do you cite inherited genealogy scans like family Bible, letters, and documents that you don’t know where it came from?
A: I would consult Turabian for this. As far as you can trace provenance, you need to have that in the first entry citation.  Here is an example:

[1] Family Data, Joanna Edmonds Boomer (1819-1895) Bible, no publication date as the pages were torn out of original Bible and were found loose in the genealogy file of Mary Otis Boomer, wife of Rev. Israel Oscar Boomer, son of Washington Boomer and grandson of Joanna Edmonds Boomer, by her granddaughter and present owner, name private.
When you have repetitive items do you use IBID only changing the date and page?  Yes.  If you are writing for an editor, check with their style guide first.

Q: Where is Gail inputting her style guide source information within her genealogy software?  Am I misunderstanding, she has a quick reference sheet she’s created in word, but how is she inputting it into her software of choice? 
A: You are not misunderstanding.  I have style guides for big projects that have a lot of repetitive elements.  I have these in Word.  I copy and paste into the manuscript.  If putting it into software, I still copy and paste, but not all at once, as different programs have you input titles, authors, etc., in different order. Example: Census (U. S.) 1850-1870
*year U.S. census, * Co., *state abbreviated, *township, p. #, image database, database URL, dwelling#/family #, *name of individual and/or head of household.

Q: What does it mean in a citation to say “citing ” (as in “citing film”)? 
A: It is a good practice to mention what you are either looking at or holding in your hand.  So, I might say “Washington Deaths,” image database, website URL, accessed date, entry for NAME, date of death, citing FHL microfilm, etc.  This tells the reader that I am using an image database, but that the digital image is a copy of a microfilm, not the original paper death register. So, I cite the microfilm, because that is what the image represents. I do not always use the terminology, “citing” but often I do when I am dealing with digital image databases. Some researchers still use access dates, but for instance, in my Master’s thesis, they did not want so many dates and long citations, so we said accessed in 2020, or in some cases, “various dates in 2020,” rather than littering it up with long date formats.  

Q: Are templates for sources to be done for each project? Can templates be used over and over?
A: I use my Word style guides over and over, regardless of project.  However, I also have special projects where I have a separate one. What I normally do is take my “usual” style guide and adapt it or add to it. For instance, I have one for when I am using the Polish State Archive, with my “normal” citations, plus the idiosyncrasies of that archive, another for when I’m primarily using Archion, and another one for the large book project (mainly Massachusetts but ultimately nationwide and into Australia), and of course, I have a separate one for the book I am writing under contract.

Q: My mother wrote a lot of things down for the family historian (me), some were dictated and some in her handwriting and actually some from a previous generation. For my personal genealogy can I use these as a citation? I plan on scanning her notes and adding it to my computerized tree and the originals in my wonderful books of saved documentation. (The class you did many moons ago)? Thanks for a wonderful cl
A: I love this question.  Yes, I would cite your mother’s work. If dictated and you were the writer, you may want to call it interview notes, and the date, if you have it.  Her own notes you would cite her as the author/compiler.  Again, I would consult Evidence Explained and/or Turabian for this situation, and then decide what format and order you want to use. Once you establish your “first entry” note, you can then use a short form note for any other references to that particular part of your mother’s research.  

 

 

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