by Lisa Cooke | Mar 25, 2014 | 01 What's New, Beginner, Evernote, Organization, Research Skills
Recently I heard from Jane, a Genealogy Gems Premium subscriber in Canada, who needs a genealogy research plan! She’s researched on Ancestry.ca,
Scotland’s People, the Free English BMD Index, FamilySearch and joined her local society. But she’s not sure where to go next with her research–there just are SO many options! If this sounds familiar, check out her question and the advice I gave her:
“I often end up wandering around in circles and mazes as one thing leads to another, and another, and … I am sure you know what I am talking about. I seem to be jumping back and forth between my Dad’s family, my Mom’s family, their families, etc. until there are times that I find myself at a certain point, only to wonder ‘Where was I going with this?’ I’m now wondering if I would be best to take it one person at a time – to find out as much as I can about that person in that point of time, before going on to another. I have started trying to make notes…but find that I end up hopelessly out of order and lost. Any advice would be appreciated! Help!!!”
My Answer: A Genealogy Research Plan to Deal with the Chaos
“You are not along in this genealogical dilemma! It’s easy to let the records start to take over and lead you around. Set a goal or a genealogy research plan – define what it is you want to know. It might be something very specific about a particular ancestor, or it might just be to fill in the blanks on one particular family. Early in my research I focused on one grandparent, and working backwards, I would strive to fill in all the blanks on that person, then their parents, then their siblings. I wouldn’t “leave” that family until I felt that I had filled in as much of the family group sheet as possible. (We have sort of lost track of the “family group sheet“ in this technological age. But it is an excellent tool for keeping you on track and focused on the blanks that need to be filled.)
An additional strategy is to have a process for dealing with information that is a bit off your current track. Often we feel like we have to pursue it or we’ll lose it. I like to use Evernote (free at Evernote.com) to capture data that I’m not ready to deal with right now, but definitely want to pursue later. I create an Evernote “notebook” for that family surname, and a note book called “future research.” Drag and drop “Future Research” onto the family surname notebook which will create a “stack.” Now you can create notes and drop them into the “Future Research” notebook which is inside the applicable family. Add tags to your note like “newspaper,” “death record,” etc. and some good searchable keywords so that the note will be easy to find when you need it. Now you can capture the item, file it away, and stay focused on the task at hand. Whenever you’re ready to ask a new question, open that Future Research notebook. Use what’s there to inspire the next phase of your genealogy research plan.”
More Resources
How to Get Started in Evernote, and the Ultimate Evernote Education
Should Evernote be my Digital Archive?
If you would like to learn more about using Evernote for genealogy, I have a quick reference guide in my store that will work wonders in keeping you organized. It’s available for both Windows and Mac, and in both PDF and laminated print format.
Your questions are always welcome! Contact me by email, or leave a voice mail at (925) 272-4021 and you may just hear yourself on the show.
by Diahan Southard | Sep 25, 2012 | Genealogy Gems Podcast
In this episode we are pulling back the curtain on the Antiques Roadshow, as well as talking a bit about what to include and not include in your family tree.
I’m just back from Odessa Texas where I presented a full day seminar at the Permian Basin Genealogical Society. I got to enjoy a big dose of Texas hospitality and had an absolutely wonderful time.
Next up I’m heading to Kelowna British Columbia for the Kelowna & District Genealogical Society Harvest Your Family Tree 2012 Conference where I will be again doing four presentations as well as a Meet the Speakers panel.
MAILBOX:
Family Tree Magazine Digital Subscriptions from Kathy: “I subscribe to Family Tree Magazine. Can I download my print subscription to my iPad….as you can with other subscriptions? Or do I need to pay for each issue that I download? Family Chart Masters helped me with my Family Tree Chart. It was beautiful and was a hit at our Family Reunion. Janet was so helpful. Thank you for the recommendation. Love your podcasts.”
Lisa’s Answer: The Family Tree Magazine digital subscription is separate from the print subscription, unless you have purchase their VIP Subscription. So you can either purchase individual digital issues from the Shop Family Tree Store, or you can purchase a separate annual digital subscription. I think they keep it separate because not everyone wants both. Click here for a $10 off coupon for ShopFamilyTree and when you use that link it also supports the free Genealogy Gems Podcast. Thank you!
Get Lisa’s Book Turn Your iPad into a Genealogy Powerhouse
Paperback
Ebook
Replacement for RAOGK
From Mary in Iowa: “In Podcast #139, Ricky asked about a successor to the Random Acts of Genealogical Kindness website. There are actually three Facebook groups (not pages) carrying on the task of looking up genealogy information and other requests. They are RAOGK, RAOGK – USA, and RAOGK – International. You need to be a member of the Facebook group to post a message or request, but most requests for membership are granted quickly.”
Generous Genealogists
Gen Gathering
Scott from Oakland Maine: “I am in need of some advice regarding an un-cooperative family member. My father’s brother wants nothing to do with our family, and in years past once referred to himself as the “black sheep”. He has absolutely no interest in genealogy and is not at all willing to be a part of the family story that I am putting together. My question is, how do I reference this character in my tree.”
Lisa’s Answer: I imagine every family has a tough nut on a branch of the family tree! I’m a firm believer in the truth, and what I would do if it were me is to include basic data (that is publicly available) on him on my private, personal family tree. On trees and other info you make available publicly, (such as an online family tree) I would list him and his immediate family only as “Living” and whether they are male or female. In the end you have to do what seems right for you.
From Glenn: “Just wanted to say a quick thanks for both podcasts you produce…I’ve been interested in the Family History for some time…Recently my interest has arisen again, of course I have made classic mistake in not documenting everything, and just collecting names, dates and so forth. So in the last 6 months I’ve been citing sources and updating the database. One of the quandaries I have is when do you stop, not so much vertically, but how wide do you go, in relation to cousins, second cousins and families? Probably the main question I have is trying to decide whether to get a subscription to Ancestry.com or not, I feel I’m at that stage where online document will help out, in filling in the leaves on my branches.”
Lisa’s Answer: Go as wide as you want and are interested in. I would recommend adding basic info for someone you find who you won’t be pursuing, so that if down the road you run in to a brick wall and you need to do some cluster research or reverse genealogy, you will have new leads to follow. RE: Ancestry – I think you will find that Ancestry membership is a very cost effective and time saving way to do your research. Mine has been invaluable. See if you can find a 7 day free trial to check it out and confirm they have the kinds of records you need.
GEM: Diane Haddad Pulls Back the Curtain on The Antiques Roadshow
Music in this segment:
The Antiques Roadshow Remix
By The Elusive MrHatchard
Available on the SoundClick.com website
GEM: Halloween History Tidbits
Halloween Mason Jar Lanterns
Vampire Hunting Kit from the 1800s
GEM: Newspaper Milestones
On September 15, 1982, USA Today began publishing
On September 18, 1851, the New York Times issued its first edition
On September 25, 1690, the first newspaper in America was published for one day in Boston before being shut down by British authorities unhappy with its content.
Check out this episode
by | Dec 10, 2012 | 01 What's New, Genealogy Gems Podcast
Sometime over the first busy holiday weekend in December 2012, The Genealogy Gems Podcast reached an incredible milestone: 1 Million Episode Downloads!
In early 2007 when I published the first episode, podcasting was in its infancy, having just come into being in mid-2005. It was like being part of a new Wild West of technology. For the first time anyone with an interesting idea, a computer, and a willingness to work long hours could produce a worldwide ‘radio’ show. The day I listened to a podcast for the first time, I knew this medium was what I had been waiting for to reach genealogists.
Apparently a lot of other folks were also anxiously looking for new and valuable genealogy information. From long time genealogists to dabbling family history newbies, they flocked to the free podcast available through Apple’s iTunes Store and the Genealogy Gems website (www.GenealogyGems.com). Over the next five years they listened in to soak up genealogy research strategies, expert interviews, tips on harnessing the power of technology in their research, and creative ideas for sharing their findings.
There’s a lot of noise out there online that can be overwhelming. My goal has always been to spend my time sifting through all of that information, and chiseling out the gems – the items that are really worthwhile – so that you, my listeners, can have faster and greater success . Ultimately I hope that the genealogy gems I provide on the show lead to your own genealogy gems: your precious ancestors!
What started as a single podcast episode has turned in to a multi-media genealogy publishing company. Genealogy Gems now encompasses offerings, many that are free, that accommodate every learning style: audio, video, articles, books, dvds, toolbar, live classes, and online webinars. The Genealogy Gems mobile app (available in the iTunes App Store, and an Android version through Amazon) gives genealogists the flexibility to hit the road and take it all with them. I’m very proud of the team of talented individuals that I’ve assembled who have made this expansion possible.
I speak at events across the U.S. and internationally, but not everyone can get out to a genealogy conference. It’s critical to me that we meet people where they are, and that’s what the Genealogy Gems website, YouTube channel, app, and toolbar are all about. The fact that the podcast has now been downloaded 1 million times confirms that that we are accomplishing that goal.
I hope that you will share this fun, celebratory infographic on Facebook, Pinterest and other social networking sites to help spread the word to others interested in discovering how podcasts can help them reach their genealogy goals.

Fun Facts about Genealogy Gems:
The Genealogy Gems Podcast launch date: March 1, 2007
Number of free episodes published: 146
Number of countries with listeners: 126
Top 10 Listening Cities in the U.S.:
Los Angeles, San Francisco, New York, Salt Lake City, Washington DC, Dallas , Chicago, Seattle, Boston, Phoenix.
Genealogy Gems App publish date: 2009
Podcast rating in iTunes: 5 Stars (including 53 written reviews)
Recognition:
101 Best Websites List by Family Tree Magazine
Named one of the top 10 apps by App Advice’s “iPad Apps for Hobbyists”
Number of views of the Genealogy Gems YouTube Channel:
191,000 and counting (www.youtube.com/genealogygems)
Celebrities featured on the podcast include:
Lisa Kudrow (Friends, Who Do You Think You Are?),
Henry Louis Gates (Oprah’s Roots)
Tim Russell (Prairie Home Companion)
Darby Hinton (Daniel Boone)
Kathy Lennon (The Lennon Sisters)
Ali Selim (Sweet Land)
Tukufu Zuberi (History Detectives)
Linda Chavez (Fox News, Finding Your Roots)