When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
Watch episode 71
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.
Three ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player above. 2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 3. Video Player above (Replay) – Available immediately after the live premiere and chat.
Episode 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisaepisode 7.
Conclusions added to Master Genealogy Database (Software on your computer)
Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
Archival Paper Storage (your binders.) See episode 6(Paper Archiving)
Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)
Incoming Genealogy Sources
Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:
Items I’m exploring for the potential application to my current research project
Items pending analysis
Unproven items
Items playing a role in a bigger research question that I want all together for now.
Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
Capture and hold items
search and retrieve more effectively than on my computer thanks to OCR (subscription)
work my genealogy research plan
easily collaborate with another researcher by sharing a single link
Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
Example:Items pertains to my family but not part of my current research project.
Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
Items to I want to keep that have been processed.
Digital scans of visual items. Examples: Family Photos, old postcards
Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
How to save a document image to your hard drive from Evernote.
You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!
How Do I Find It Later?
My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).
“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke
When I want to refer back to one of those sources I would look in one of three places:
My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
Evernote (particularly if the source is part of my current research plan.)
The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
Final Thoughts
Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.
Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)
So, you think there might be a missing census page? Whether it’s a missing census or a missing family, my special guest, professional genealogist Kate Eakman from Legacy Tree Genealogists has strategies to help you figure it out. She has just the answers you need to find your ‘missing’ family.
A Genealogy Gems reader doing genealogy research in New Jersey has lost her family! Well not literally, but she can’t find them in the 1940 U.S. Census. Here’s the email I recently received from her:
I am having a problem finding my mother and grandparents in the 1940 census. My grandfather, William Charles Opfer, was born on October 15 1900. I can find him in the 1930 census living in Glouescter Township, (Unincorporated Grenloch) Camden County, New Jersey. He is living with his wife Kathryn (Katharine) Opfer and three children: William C Jr, Robert, and Nancy (my mother).
When I search the 1940 census on Ancestry nothing shows up. So I went to the government web site and converted the 1930 Enumeration District to the 1940 Enumeration District. The 1940 Enumeration Districts were 4-57, 4-58, and 4-61. I then went through all of the pages for each of the districts looking for William C. Opfer. I did this on Ancestry, Family Search, and NARA. No William C. Opfer.
I then went back to the 1930 census and looked at his neighbors. I searched for each of the 13 heads-of-household neighbors from the 1930 census. Two had moved 1940 and I found them. I could not find the other neighbors in the 1940 census. I am wondering if a page from the 1940 census did not get scanned? Is there somewhere else I could look?
Missing Census Answers from Kate Eakman, Legacy Tree Genealogists
First, let me say how impressed I am with this Gem’s research and her dedication to finding this census report. She has made some very thorough searches and performed a number of advanced genealogical techniques in her quest for the 1940 U.S. Census page. It hardly seems fair that all that work didn’t yield the success she surely earned.
The government website she referenced is the National Archives 1940 Census page. The use of the page “1930 Records Search” allowed her to simply locate her grandfather in the 1930 U.S. Census. Then, by clicking a few buttons, discover the corresponding enumeration districts (ED) for the 1930 ED in which he and his family lived: 4-57, 4-58, and 4-61.
I, too, have scrolled through page after page searching for that one elusive name and we know how tedious that task can be! Using three different sites was a good strategy and one that we employ ourselves here at Legacy Tree Genealogists. Different images might be easier or more difficult to read, although in the case of these three EDs, the copies seemed to be uniformly easy to read.
The first two EDs were for Blackwood, an unincorporated part of Camden County, New Jersey. The third one was for the Lakeland Tuberculosis Hospital, unlikely to have housed the entire family, but certainly worth looking through in case one Opfer was a patient there.
ED 4-58 had an interesting variation at the end of the report. The last two pages were not 15A and 15B, as would be expected, but were 61A and 61B. This indicates these households were enumerated at a later date than were their neighbors. Because federal law requires every household to be counted, and because not everyone was at home when the enumerator arrived, the enumerator had to return on a different day and attempt to gather the necessary information for those families. They were recorded separately, beginning with page 61A.
People living in hotels, trailer camps, and other places normally designed for single-night stays were enumerated a week after the initial enumeration and those pages are numbered beginning with 81A. Not every ED has a 61 or an 81 page, but if you see one, now you know why the page numbers suddenly changed so dramatically.
The writer’s use of Elizabeth Shown Mills’ FAN Club was an excellent idea, too. FAN, an acronym for Friends, Associates, and Neighbors, takes advantage of the fact that people, in general, tend to remain geographically close to the people they know. [Read more about this in our post, “The Genealogy FAN Club Principle Overcomes Genealogy Brick Walls“] If a portion of a community moves, they tend to move together and relocate in the same general area of their new location. Her instincts to use this tool were excellent, even if they did not produce the desired results. This falls under the heading of “reasonably exhaustive research” and should always be included when someone, or in this case something, can’t be found, but should be there.
The fact that the researcher was able to locate only two of those neighbors could be explained, in part, by the fact that so many were in their 60s, 70s, and even 90s in 1930. They simply may have passed away in the intervening ten years. Another explanation, particularly for the working families, is that the Great Depression caused many families to move in order to find employment.
This may have been true for the Opfers. We noticed in 1930, William was employed as a supervisor for Reading Transportation. While supervisors were important to the operation of any transportation company, it is possible William found himself unemployed, as was true for millions of other Americans. If that happened, he and his family could have moved anywhere in the United States in an effort to find work. Alternatively, William may have left to find work while Kathryn and the children lived by themselves in reduced circumstances, or with family or friends.
To this end, I searched for William and Kathryn, and then each of the three children individually, in the hope of locating one or more family members. Using the “less is more” strategy which is often an important part of genealogical research, I searched with and without the family members’ ages, places of birth, and other family member’s names. Because the surname “Opfer” might have been misheard by the enumerator or grossly misspelled, I even searched for the various members of the family with no surname. Since we did not know where the family may have lived between 1930 and 1944, we included all of New Jersey, Delaware (the home state of Kathryn), as well as neighboring Pennsylvania and New York in our searches. The lack of positive results meant we needed to expand our search to the Eastern seaboard, and then the entire United States.
We also identified the names of William’s and Kathryn’s parents, William and Sallie Opfer and Raymond and Corrine Mason, and searched their households and neighborhoods for William and Kathryn. They were not there. Walter, William’s younger brother, was not hosting the family, either.
The writer had asked if it was possible that a page from the 1940 U.S. Census did not get scanned. Since the 1940 census has only been available for four years, it is still possible, although not probable, that there are one or more pages missing unbeknownst to anyone. Our research revealed only a few pages from a couple EDs in Ohio and South Dakota that were missing from the FamilySearch collection. There is no indication anywhere that there are missing pages from New Jersey. In addition, the pages in the three possible EDs for the Opfers were all included and in the correct numerical order, with no indication of any missing pages at the end. Therefore, I think we must conclude that missing pages do not explain the Opfer family’s disappearance.
Other Databases to Help
There are two other databases which might provide some insight into the location of the Opfer family. The first is the set of 1942 World War II draft registration cards. All men between the ages of 18 and 65 were required to register for this draft. The draft registration cards would have included the address at which William lived in 1942; however, there was no card for a man named William Opfer (or with only the surname “Opfer”) born between 1895 and 1905.
The final search was the database of city directories. A poorly-indexed city directory reported the Opfers lived in Haddonfield, New Jersey in 1943, but there are two directories contained in the same book, and the listing was actually for 1947. It reported William and Katherine lived at 209 Washington Avenue with their children William and his wife, Robert, and Nancy. William’s brother, Walter, and his wife Edith lived nearby. Unfortunately, the search for them in 1940 revealed that 79-year-old widower William Pape lived at that address with his household servants who were not the Opfer’s.
The William Opfer family in Haddonfield, New Jersey in 1947.Photo courtesy Ancestry.
Although the turmoil and upheaval of the Great Depression meant families were scattered, and it would have been easy to miss enumerating many households in the mid-1930s, by 1940 the U.S. was recovering from the effects of the Depression. Some agencies, such as the Works Progress Administration (WPA) and the CCC (Civilian Conservation Corps), were in place to provide work for men. Many war-related industries on both coasts were revived by the Allies’ efforts to stop Hitler.
In other words, there should have been work and stability for the Opfer family by 1940, and they ought to have appeared in a census report. The evidence of the 1930 census and the 1947 city directory strongly suggest they remained in or close to New Jersey, but all of the efforts to locate them have failed to yield positive results.
One Last Scenario
One possible scenario which would explain the Opfers apparent absence from the 1940 census is a simple one: perhaps the family was in the process of moving from one location to another in the month of April when the census was enumerated. Although the census was supposed to be enumerated on 1 April, the reality is that it was simply impossible to knock on every door and obtain the necessary information in one day. Some enumeration districts were fully counted by the 4th of the month. Other places were not completed until the 30th. This was true even in the same town.
If the Opfers had moved across the street from 206 Washington Avenue to 209 Washington Avenue in Haddonfield, for instance, between the 5th and the 14th of April, they would have moved from one enumeration district to another. Because the 209 Washington Avenue address had been enumerated on 4 April, they would not have been counted in that new location. And, because the 206 Washington Avenue address was not enumerated until the 15th of the month, they would not have been included in that EDs census report. We have seen this happen in the reverse and a family was enumerated twice because they moved during the enumeration, so it certainly could have happened the other way around. This is the only explanation we can find to explain the absence of the Opfers from the 1940 U.S. Census.
More About Kate Eakman at Legacy Tree Genealogists and SAVE $100!
Kate Eakman grew up hearing Civil War stories at her father’s knee and fell in love with history and genealogy at an early age. With a master’s degree in history and over 20 years experience as a genealogist, Kate has worked her magic on hundreds of family trees and narratives.
Areas of expertise:
-Native American Genealogy
-U.S. Civil War & Victorian America
-Narrative Biographies
-Irish Genealogy
The team of expert genealogists at Legacy Tree Genealogists can help bust through your brick walls. They do the research and you enjoy the discoveries!
The Library of Congress has a new quick video tutorial to help us find things in their enormous collections, both offline and online.
Flickr Creative Commons image by Paull Young.
“How to Find Stuff at the Largest Library in the World” is a 5-minute introductory video. It shows how to use subject headings, research databases and other helpful tools to find books, photos, sheet music, manuscripts and more at the Library of Congress or other locations.
This video makes the Library of Congress seem much less intimidating. And we get some tempting glimpses of the inside of the Library. The tips they mention are helpful for navigating any research library though, so check it out!
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 episode, 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.
This episode will also help if 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.
Listen to the Podcast Episode
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Fort Wayne, Indiana is the home of the second-largest free genealogy library in the country. Make your plans to visit today. Learn more at https://www.visitfortwayne.com
