In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”
You’ll learn:
how to get started dealing with genealogy research that’s been given to you
organizational strategies
incorporating the inherited genealogy into your research
what to do with inherited genealogy materials you don’t want to (or can’t) keep
Original air date: Oct. 14, 2021.
Episode 74 Show Notes
(Get your ad-free cheat sheet download in the Resourcessection at the bottom of this page.)
I Got Handed the Family Genealogy, Now What?
Inheriting genealogy is a big responsibility and can be a bit overwhelming. Even if you haven’t been fortunate enough to receive much from other researchers in your family, chances are your descendants will be faced with inheriting your research. That’s why this week’s Elevenses with Lisa episode 74 is for everyone!
As exciting as it can be to receive new genealogical information, it presents challenges such as:
figuring out if each piece of information is correct,
finding a way to process it and blend it into what you already have (or if you’re new to genealogy, what you DON’T have!)
finding a place to put it,
and making the hard decisions about what you can’t keep.
So in this video I’m going to share with you my top strategies that I’ve used myself more than a few times. So take a deep breath, grab a soothing cup of Chamomile tea, and let’s get started.
I’ve received many emails over the years from folks who have faced the challenge of inheriting genealogy research done by another family member.
Jim R wrote me to say:
“I am going through my family tree and have a question. My aunt spent a lot of time back in about 1985 and had a huge hardback book of printed up of the family tree. But I was told by a few family members that some of the information in it isn’t true. How do I go about doing my own research, and properly compare the info? I need to figure out what is right and what is wrong. This is fun, but frustrating at the same time. Thanks.”
Don’t Take Inherited Genealogy at Face Value
Accuracy (or lack thereof) can a real issue when we receive someone else’s work. We can’t just take it at face value, especially if the researcher did not cite their sources. There’s no way to know if an ancestor on their tree is truly your ancestor until you look at the genealogical source documents for yourself. If they haven’t listed which sources they used, you’ll have to go find them. The good news is that it should be a little easier to find them based on the information provided about the ancestor. Usually when you get a family tree from a relative, it will at a minimum include important dates like birth, marriage and death, and hopefully some of the places where those events occurred.
Jim inherited a large, compiled history book, but you may be fortunate enough to receive an entire lifetime’s worth of research. Well, some folks would feel fortunate, others may not! No matter how much you’ve inherited, the genealogical process remains the same: start with yourself and work backwards. It may be tempting to start focusing on new ancestors you see in the family tree you just acquired, but resist the temptation. We must always prove the relationships connecting us to each generation going back in time so we don’t end up adding someone to the tree who doesn’t belong there.
So let’s stop for a moment and go back to the beginning, when you first inherit your relative’s genealogy research. What do we do first?
Assess what you have inherited.
Jim received one big book. But if you’re like me you may have received boxes of items, many loose and unorganized.
I like to divide it up by families and place each pile into a separate bin, in chronological order as much as possible. I use clear stackable bins because you can see what’s inside. I’ve used these for years and never detected an ounce of damage. Damage is more likely to come from heat, moisture and mishandling than stored undisturbed in a plain storage bin in a room temperature stable environment such as a closet.
Use 3×5 white index cards to label each bin. Use a medium black sharpie pen to write the family surname in large bold letters, and place the card inside the box at one end facing out. You will be able to see it through the clear bin. You can also simply tape it on the outside of the bin.
You’ll also need one location where all the bins can be stored until you’re ready to work on them. A spare closet or even under a bed can work. The important thing is they are all together undisturbed and easily accessible. Once items are sorted and stored, you can then pull out one bin at a time to work on.
If your inherited genealogy appears to be well organized, such as in scrapbooks, keep it in context. Don’t take it apart and divide it up. There’s something to be learned from the order in which things were added to the book.
my spare closet with bins of inherited genealogy awaiting processing.
Take inventory and prepare to track your progress.
It’s important to recognize that it isn’t likely that all of the materials and information will be digestible in one sitting. And it helps tremendously when you set up a process that makes it easy to pick up the project and put it down easily while keeping track of where you left off.
You can track your progress in a variety of ways:
a project log spreadsheet,
Word document
Evernote or One Note
A spiral notebook
Take a moment up front to put your tracking mechanism in place and be as consistent as possible in using it.
I use Excel spreadsheets for my tracking. I find it very helpful to create a separate tab for each item within the collection (book, scrapbook, computer disk, address book, etc.) This helps provide me with a complete inventory at a glance. On each tab I add columns applicable to the type of item and information it contains.
Get a genealogy software program.
If you’re new to genealogy, or you’ve only had your family tree online, now is the time to get a genealogy software program. It will not only help you stay organized, but it will also give you a mechanism for consistently adding source citations. Your genealogy software database while also serve as the “brain” of all your efforts. The database gives you one place to focus your efforts and systematically add information. Also, it puts all of it in your control on your own computer, not solely in the hands of a genealogy website that could be gone tomorrow.
There are a handful of genealogy software database programs on the market. Family Tree Maker, Legacy and RootsMagic are all good and reliable. MyHeritage offers Family Tree Builder for free.
No matter which one you choose, download and install it on your computer. Then make sure that you have an automatic cloud backup service installed and running on that computer. I have used Backblaze for years. You can get a free 15 day trial here which will give you an opportunity to see how easy it is to get up and running. (Disclosure: this is an affiliate link.)
Learn more with my Premium Member classes on organizing genealogy.
Start processing the inherited genealogical information.
Whether you are new to genealogy or a longer time researcher, start by entering the information you inherited starting with yourself or your parents and then add family members going back in time generation by generation. As I said previously, I know it can be tempting to jump to older generations to work on, but you must methodically prove each generational connection in order to have an accurate family tree.
In Jim’s case, he inherited a compiled history book from his aunt, so he will want to start by turning to the page that contains himself or his closest ancestor (probably his parents.) On his tracking spreadsheet he could include columns for ancestor’s name, page number and notes, and enter that information as he works on each person’s record. By doing so, he will always know where he left off.
A compiled history is just one source, and in fact, it is not even a primary source. This means that even if sources have been cited in the book, it’s important to locate and review those sources to confirm that you agree that the conclusion is accurate. After all, this is your tree and research now.
Never enter a new ancestor without cited sources. If the book or paperwork names someone, and even provides some specific information about them, your job is to go find the records to prove it. Once you are satisfied you are ready to enter the person and their information into your database, and of course, cite your sources.
A few decades ago, back when I was doing genealogy strictly as a hobby and not professionally, I found an amazing compiled family history on my Wolf family line. It contained thousands of people, was meticulously compiled and full of details, and did not include a single source!
Since the book wasn’t an heirloom or one of a kind, I found it very helpful and simple to make a small pencil tick mark next to each person as I worked on them. I set about painstakingly finding sources for every piece of information that was new or conflicting with what I had. As you can imagine, that’s a very big job. Since time is always at a premium I didn’t research everything, particularly information that was not critical to the identification of the ancestor, or perhaps was about a collateral individual. However, I did not enter anything into my database that was not researched and proven. This means you’ll need a way to keep track of what has not yet been researched. I used a red pencil to place a tick mark next to items yet to be researched about an ancestor. You could also opt to add a column to your spreadsheet to track it and then return to it later.
Did I add everyone listed in the book in my database? Absolutely not! I focused specifically on direct ancestors and included their children. Once I made my way as far back as I could go in the book, I selectively filled in additional people from collateral lines that were of particular interest or closely associated with areas that I wanted to research further. Rest assured there is no right or wrong way to do this. Do what is most important to you in the most accurate and methodical way you can.
Cite your sources every step of the way.
Talk to any experienced genealogist and you’ll probably hear some regrets about not citing their sources when they first began doing genealogy. Source citations are like an insurance policy. It’s not very satisfying to invest in it now when everything is fine, but down the road when trouble arises you’ll be glad you did.
So what kind of trouble are we talking about? No family tree is immune from occasional problems such as:
discovering an inconsistency in your family tree
uncovering a new source that directly contradicts one of your conclusions
being contacted by another researcher who is challenging something you have posted or published about your family tree.
The only way to address these situations is to review the sources you used. And that’s where your source citation comes in mighty handy! They help answer the questions and also prevent timewasting duplication of effort.
If the only source for a particular event is the book, go out and find the original record to verify it is correct, and cite both in your database.
Learn more about citing your sources by watching my free video Source Citations for Genealogy (episode 60 of Elevenses with Lisa).
Elevenses with Lisa episode 60
What to do when you can’t keep all the genealogy you inherited.
As painful as it is to say, it isn’t always possible to keep all of the genealogical items that come your way. The reality is that shelf and closet space have limits, and our collection can grow unmanageable when added to the research of previous generations.
Start by seeing if you can reduce it. Strive to digitize all items that you want to save that are not originals, heirlooms or not readily available somewhere else.
Need help digitizing? I use Larsen Digital. Click our link and use the discount coupon codes found on the webpage.
Once digitized and recorded in your database, you can toss them. Recently I went through boxes of photographs I inherited from my paternal grandmother. Many were from the late 1970s and early 1980s when double prints were all the rage. By simply tossing duplicates and low quality photos (such as half of grandma’s hand over the camera lens) I was able to reduce the collection by almost a third!
Donation is also an excellent option. Digitize and take photos of the items and then they can be donated to a library, archive, genealogical society or other organization with an interest in them. Sometimes the shared interest is not as much in the particular families as the locations from which they hailed. One woman told me at a recent seminar that when she asked her local archive about her materials, they were ecstatic. They immediately spotted old buildings in the photos that no longer exist but held an important place in the town’s history. You never know what may be meaningful to others.
The Genealogy Center at the Allen County Public Library in Fort Wayne is an excellent resource for both free digitization and donation. Watch Elevenses with Lisa episode 31 to learn more.
Learn more about donating your genealogy in episode 31.
I recently heard from a Hal Horrocks, a long-time member of the Orange County California Genealogical Society. In 2017 they started a program called Rescue the Research. They strive to preserve the research done by their past members. It’s a great example of making hard-won genealogy research more accessible to others while reducing the burden on closet space.
Donation isn’t for everybody. However, sadly it is sometimes the only option when you don’t have descendants or relatives interested in retaining your research. Don’t despair. Donating your research is bound to elicit a genealogy happy dance from some future genealogist who comes across your research!
You can learn more about protecting, preserving and donating your genealogy research by watching my video class Save Your Research from Destruction (Elevenses with Lisa episode 10, available exclusively as part of Premium Membership.)
Your ancestors and your descendants will thank you.
It’s been famously said that “you can’t take it with you” when you leave this earth.
“You can’t take it with you”
By following these strategies and addressing that reality now, there’s one very important thing you will be leaving behind: the legacy of family history. One that avoids burdening the next generation while providing a lasting connection between all of the generations of your family tree.
Resources
Get My Free Genealogy Gems Newsletter – click here.
This week’s records roundup features Irish history in pictures, film and folklore; 1939 Register updates; British and Irish newspapers; UK WWI War Memorials Register, British folk music, Norfolk and Somerset parish records, Wiltshire wills and probate and Scotland...
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 March 4, 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 2008-2009. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 21: RootsMagic and Irish Genealogy
Lacey Cooke guest-hosts this double-feature episode on two big topics in family history: RootsMagic genealogy software and how to get started in Irish research.
In the first segment you’ll from Bruce Buzbee, president and founder of RootsMagic Genealogy Software. He talks about his industry-leading software, RootsMagic, which you can try in basic form for free (RootsMagic Essentials) or purchasewith all the bells and whistles (totally worth it!) for $29.95.
And in our second segment you’ll hear from Judith Wight. This is a very timely conversation since we are soon to celebrate St. Patrick’s Day and Judith is a professional genealogist whose specialty (and personal passion) is Irish research. This is your chance to learn from a master about how to find those elusive Irish ancestors! Listen for her tips on finding Church of Ireland records, civil registrations, estate records and how history helps us understand gaps in the records.
Cemetery research is a crucial family history skill. Tombstones are monuments to our ancestors lives and may have key genealogical clues engraved in the stone. Follow these four steps to finding your ancestors’ burial places and the records that complement them.
Many of my ancestors are buried just two miles from my house in Round Hill Cemetery in Marion, Virginia. I drive by the cemetery each day, as I take my daughters to school. I never pass by without glancing up at the hallowed ground which holds the remains of those who came before me. The sun perfectly illuminates their resting place each morning and a majestic tree stands at the very top of the hill–a living monument to the lives they led in the town where I now raise my own family.
It is an emotional experience to stand in the place where an ancestor’s remains have been laid to rest.
Each time I visit the grave of my grandma, I have a vision of a family standing around a casket on a bitter cold day in March. It was a just few days before the official start of spring, but it was the dead of winter to me. That ground is sacred to me, now.
Each time I visit, I am transported back in time to that day. A wound is re-opened for a moment, but the moment is fleeting because I quickly remember her life, not her death.
I remember the stories she told, the service her hands rendered to her family and, most importantly, the love that transcends time and even the icy grip of death. Death truly loses its “sting” as we stand before a monument of stone and see beyond to the life it represents. Scenes like this one have played out at each grave.
I am reminded of this quote from Fear Nothing, a Dean Koontz book, whenever I visit the cemetery:
“The trunks of six giant oaks rise like columns supporting a ceiling formed by their interlocking crowns. In the quiet space below, is laid out an aisle similar to those in any library. The gravestones are like rows of books bearing the names of those whose names have been blotted from the pages of life; who have been forgotten elsewhere but are remembered here.”
I have often gone to my ancestors’ resting places to take pictures of headstones and search for relatives I may have missed in the past. It seems like each time I visit, I notice something new.
This library of marble holds many clues that have helped me break down brick walls in my family history research. These clues have been there, etched in stone, for decades. It wasn’t until I recognized how to read the clues that I began to understand the importance of cemeteries in family history research.
These resting places have become much more to me than merely a place to go and offer a bouquet of flowers. There are answers waiting to be discovered. The key to getting the answers is knowing which questions to ask.
In my experience, the best genealogists are not the ones with the best cameras, the best software, or the best gadgets–they are the ones with the best questions.
Curiosity is the most important tool to the successful genealogist. The next time you find yourself in a library of marble, take a few moments to let your curiosity run wild. Ask yourself:
“Who are the people surrounding my family members?
What are their stories?
What do the etchings on their headstones mean?”
That curiosity will lead to the most remarkable discoveries and you will see for yourself how a piece of marble truly can break down a brick wall.
Below I’ve outlined the steps for finding family cemeteries and which questions you should be asking when you get there. Get inspired by my own examples of breaking down brick walls, and implement these methods I used for your own success!
Cemetery research step #1: Identify the cemetery
The first step in cemetery research is to identify the name of the cemetery where an ancestor was buried.
The best places to start looking are death certificates, funeral home records and obituaries. Each one of these records should contain the name of the cemetery where a family member was buried.
We sometimes fail to look beyond the names and dates on death certificates. If we get in the habit of taking the time to absorb all of the information on these important documents, we will find genealogical treasure.
Sometimes, the death certificate will not give us the name of the cemetery.
This was the case with my great-grandmother, Mollie Weimer Overbay. I was frustrated to see that the death certificate only indicated that she was buried, as opposed to cremated or removed to another location. While the certificate did not provide me with the name of a cemetery, it did offer the name of the funeral director: W.B. Seaver.
Luckily, I was able to follow this lead to the local funeral home. Within their records, I discovered that she was buried in Round Hill Cemetery, along with many of my other ancestors.
Cemetery research step #2: Locate the cemetery
Once you have located the name of the cemetery, several resources can guide you to its location.
Three helpful websites are listed below. Which you choose may depend on personal preference or familiarity but also on which site seems to have more records for the locales of most interest to you.
1. One of my favorite online resources is Find A Grave.
This website allows you to search for cemeteries all over the world.
At the home page, click on the Cemeteries tab (#1, below).
Then enter the name or location of the cemetery (#2). In the screenshot below, you can see part of the Google Maps interface that shows you the exact location of the cemetery, should you want to visit in person:
Find A Grave also has pictures of many of the headstones located within cemeteries.
2. Billion Graves allows users to collect photos of headstones by using an iPhone/Android camera app.
The app, available on Google Play and the App Store (for iPhone and iPad), tags the photos with the GPS location and, essentially, maps the cemetery as headstones are added.
Search for cemetery locations using the Billion Graves app or on the website by selecting the “Cemetery Search” option and then entering the name of the cemetery or a known address (to see it on Google Maps):
From the home page, scroll down just a little until you see “Browse Cemetery Records by Region.” This can be especially helpful if you’re looking for all records within a specific county or other region. However, it’s not quite as useful if you’re trying to locate all cemeteries within a certain radius of a location, regardless of local boundaries.
In addition to these resources, it is essential to contact the local library, genealogical society, and/or historical society where your ancestors are buried. These organizations are well-known for maintaining detailed listings of local cemeteries within their collections.
For instance, within Smyth County (where I live) there is a four-volume set of books that contains the work of two local historians, Mack and Kenny Sturgill. They spent several years mapping local cemeteries and collecting the names on all of the headstones.
Although these books were completed in the 1990s, the information is still valuable to genealogists. Detailed driving directions were given to help future researchers locate cemeteries that would otherwise be difficult to locate. Many of them are on private property and even in the middle of cow pastures or wooded areas.
Furthermore, some of the headstones that were legible in the 1990s have now become difficult to decipher due to weathering or have altogether disappeared. It is likely that the counties in which you are conducting cemetery research offer similar resources.
Cemetery research step #3: Prepare for a visit
Once you have found the cemetery you want to visit, you will want to take the following items along with you to make the most of your visit:
a camera
pair of gloves
grass clippers
notebook and pen
long pants
sturdy shoes
You may also want to use a damp cloth to bring out the carvings on headstones. A side note: if you are like me and have an aversion to snakes, you will either choose to go on cemetery expeditions during the winter, or you will invest in a pair of snake chaps.
Get more help! The Family Tree Cemetery Field Guide (above) contains detailed step-by-steps for using FindAGrave and BillionsGraves, plus guides for understanding tombstone epitaphs and symbol meanings.
Disclosure: Genealogy Gems is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. Thank you for supporting our free podcast by using our link.
Cemetery research step #4: Visit and search for clues
This headstone shows something unusual: the couple’s ham radio call signs (the codes engraved just below their names).
The headstones found in cemeteries can reveal much about your family. You will find more than birth and death dates. If you look closely, you will discover symbols related to military service and religious beliefs, maiden names of the women in your family, and you may even find family members that you never knew about. Many times, you will find children buried in the family plot. Look around to see who is buried near your ancestors. It is likely that you will find connections to other family members when you are visiting the cemetery. These connections may lead you to break down long-standing brick walls within your family history.
In my own experience, there have been several instances in which cemetery research has helped shed light on a family mystery. I had grown up hearing that there were members of our family who had fought in the Civil War. Who were these men? What experiences did they have during the war? Where had they fought?
The answers to these questions came as the result of a visit to the cemetery. I had gone to Round Hill Cemetery to photograph the headstones of my Weimer ancestors. As I worked my way down the row, I encountered an unfamiliar name—William Henry Wymer. At the top of his headstone, there was a Southern Cross of Honor—a symbol used to denote a soldier who fought during the Civil War. Below his name was the following inscription: “Co. A, 6 VA RES, C.S.A:”
When I went home that afternoon, I began to search for more details. With some census research, I learned that he was the uncle of my great-grandmother, Mollie Weimer Overbay. Upon confirming his relationship to our family, I began searching for a pension application for his wife, Rhoda:
The application had been submitted in 1926 and told the story of William’s life. Among other things, I learned the answers to my questions about his service during the Civil War. His wife indicated that he enlisted during the last year of the war and was present during a well-known battle in our county—the Battle of Saltville. I am sure that my great-grandmother had grown up listening to tales of this battle and William’s experience during the war. The details of the story had been lost but were now re-discovered thanks to a trip to the cemetery.
Subtle clues like this one await you as you search out your own ancestors. The next time you make a trip to one of these libraries of marble, take a few moments to look closely at the clues that surround you. They may not be obvious, but they are there, waiting for your curiosity to uncover them. So, bring your cameras, your gloves, and your grass clippers to the cemetery on your next visit—but don’t forget to bring your questions and your ability to perceive the minute details, as you stand beneath the towering trees, among the rows of marble, waiting to offer up their long-held secrets.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems.
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!
Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.
Get your Genealogy Restart checklist in the Resources section.
And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track.
How to Jump Back into Your Genealogy
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.
In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.
Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!
Genealogy Restart Checklist
I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!
Step 1: Find Out Where You Left Off in Your Research
Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.
How to find your search history at Ancestry.com
At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”
This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.
You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.
On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.
Recent Search History page at Ancestry®
If you see searches in the list that you don’t need anymore, click the trash can button to delete them.
Notice over on the left that you are viewing Recent Searches, but you do have other options:
All Recent (activity)
Viewed Content (records you’ve viewed)
Viewed Collections (record collections you accessed)
All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.
Review your activity history in your genealogy software.
You can also review your most recently activity in your genealogy database software.
In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.
Step 2: Identify Gaps that Need to be Filled
Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.
Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:
your specific research question,
the records you think you’ll need to answer it
the locations where you think those records may be housed.
Step 3: Prepare for Genealogy Research Success Going Forward:
Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.
Genealogy software database
If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.
If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.
Genealogy software is typically very affordable. You can even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.
If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.
Status of Genealogy Website Subscriptions
Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.
If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.
A Paper Filing System
While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.
Filing Digital Content
The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.
Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.
With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.
Now’s the Time to Restart Your Genealogy
Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.
