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Episode 208

Genealogy Gems Podcast Episode 208

with Lisa Louise Cooke

In this episode:

  • A free webinar!
  • Great comments from you: An inspiring Google Books success story, how one listener gets her shy husband talking about his life story, and a listener’s own version of the poem, “Where I’m From”
  • The Archive Lady talks to us about historical scrapbooks at archives that may be packed with genealogy gems for us
  • A genealogy hero who saved a life story
  • Your first look at RootsTech 2018

FREE GENEALOGY WEBINAR

“Reveal Your Unique Story through DNA & Family History”

Handouts:

Googling and Making Videos with Lisa Louise Cooke

Newspaper Research Worksheet from Lisa Louise Cooke

Genetic Genealogy: Here’s What You Need to Know from Your DNA Guide Diahan Southard

NEWS: FIRST LOOK AT ROOTSTECH 2018

Going to RootsTech for the first time? Read this RootsTech Q&A.

MAILBOX: PAT INTERVIEWS HER SHY HUSBAND

“Remembering Dad” video

Pat’s tip: When someone is shy about sharing life stories, interview them informally while traveling. Pat uses her iPad to transcribe his responses, then polishes it up when she gets home and transfers it to her own computer. “Eventually we will have enough to write the story of his life, with lots of pictures. And it’s completely painless.”

MAILBOX: GOOGLE BOOKS SUCCESS STORY FROM KIM

Click here for another inspiring genealogy discovery using Google Books?with how-to tips and a free video preview of Lisa Louise Cooke’s Premium video tutorial, “Google Books: The Tool You Need Every Day”

MAILBOX: “WHERE I’M FROM” POEM SUBMISSION

Genealogy Gems Podcast Episode 185: Learn more about the “Where I’m From” poetry project and hear a conversation with the original author, Kentucky poet laureate George Ella Lyon.

THE ARCHIVE LADY: HISTORICAL SCRAPBOOKS

Scrapbooks are one of my favorite record sources to do genealogy research in and to also process in the archives. There are all kinds of scrapbooks; each and every one is unique and one-of-a-kind. They were put together with love and the hope that what was saved and pasted onto those pages will be remembered.

The origins of scrapbooking is said to go back to the 15th century in England and it is still a hobby enjoyed by many today. Most archives, libraries, historical and genealogical societies have scrapbooks in their collections. They will most likely be found in the Manuscript Collection as part of a specifically named collection.

Scrapbooks contain all kinds of wonderful genealogical records, photographs and ephemera. There is even a scrapbook in the Houston County, Tennessee Archives that has candy bar wrappers pasted in it. This particular scrapbook is one of my absolute favorites. It was compiled and owned by Evelyn Ellis and dates to the 1930’s and 1940’s.

Among the normal newspaper clippings and event programs are interesting pieces such as a Baby Ruth candy bar wrapper with a handwritten note by Evelyn that reads “Always remember June 11, 1938 at Beach Grove at the Ice Cream Supper.” There is also an original ticket pasted into the scrapbook from the Grand Ole Opry in Nashville, Tennessee where Evelyn Ellis visited and recorded her comments on April 1, 1939.

There are scrapbooks for just about any subject. Aside from personal scrapbooks, you can find war scrapbooks, obituary clipping scrapbooks and scrapbooks that collected and recorded local or national events. The obituaries found in scrapbooks could be a real find because sometimes they are the only pieces of the newspaper that survive and can be a treasure trove for any genealogist. Many scrapbooks contain one-of-a-kind documents, photographs and ephemera.

To find scrapbooks in an archive, ask the archivist if they have any scrapbooks in their records collections. Many times scrapbooks are housed with a particular manuscript collection and will be listed in the finding aid. Some archives have a collection of just scrapbooks that have been donated to them and can be easily accessed. Most scrapbooks will not be on research shelves and will be stored in back rooms at the archives and will have to be requested. You should also check the archives online catalog for any listings of scrapbooks before you jump in the car and drive to the archives.

I encourage all genealogists to check with the archive in the area where your ancestors were from and see if they have any scrapbooks in their archived records collections. Scrapbooks are like time capsules: you don’t know what will be found in them until you open them up.

BONUS CONTENT for Genealogy Gems App Users

If you’re listening through the Genealogy Gems app, your bonus content for this episode is a PDF with tips for what to do if your own scrapbook gets wet. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

ANIMOTO

Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.

MYHERITAGE.COM

MyHeritage is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.

GEM: SAVING A LIFE STORY

Original story on SWVA Today: “String of Pearls: Marion’s Bob White Shares Family History Collection” by Margaret Linford, Columnist

Smyth County Public Library Local History webpage

Genealogy Gems how-to resources to help you:

Video record a loved one telling their life stories

How to video record a fantastic family history interview

How to create a family history video with Animoto

Digitize and share your research and your own life story: Interview with Larsen Digital in Genealogy Gems Podcast episode 183

How to Start Blogging series in the free Family History: Genealogy Made Easy podcast (episodes 38-42) and this article: 3 Ways to Improve Your Genealogy Blog

RootsMagic family history software has publishing tools (for print and online publishing):

Rootsmagic

Visit www.RootsMagic.com

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. RootsMagic is now fully integrated with Ancestry.com: you can sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

 

A BRILLIANT WAY TO “MEET” YOUR ANCESTOR

Your DNA Guide Diahan Southard shared this story from Christine:

“Friday night I brought out large cut out of my Grandmother, Christine Doering, sitting in an easy chair so it looks like she is talking with you, and I played a recording done in 1970’s of her talking and giggling about coming to America in 1896 at the age of 9.  For some they had never heard her voice before.”

Subscribe to the free Genealogy Gems YouTube channel.

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Vienna Thomas, Associate Producer
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager

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Resources

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Download the show notes

Disaster Recovery for Genealogy: “Think About the Things That Matter Most”

Damage reports are surfacing in the aftermath of Hurricane Harvey. Today we discuss how two Texas library collections have fared, and disaster recovery strategies for genealogy researchers. I’ve got a fantastic get-started video tip for those trying to rescue documents, photos, and other family heirlooms–and the two steps everyone should take to protect their priceless genealogical collections.

disaster recover things that matter most

Port Aransas, Texas

My heart goes out to those who have been in the paths of Hurricanes Harvey and Irma recently. Knowing I live in Texas, many of you have asked how my family is doing. I’m happy to report that the storms didn’t reach those of us here north of Dallas. However, our daughter Hannah and her husband, while thankfully safe after evacuating from their home on the Texas shore, suffered the loss of their car and other possessions, and Hannah’s workplace was destroyed. They are now part of the relief and recovery efforts, and look forward to when they will be able to return to their home, which is currently uninhabitable. We feel very blessed that they are safe and sound, and our prayers go out to all who suffered losses.

Disaster Recovery for Genealogy Libraries

Clayton Library Center for Genealogical Research, Houston, TX. Wikimedia Commons image; click to view.

As lives are secured and order begins to be restored in devastated areas, I’ve wondered how various genealogy libraries and archives have fared. Genealogy Gems listener Chris emailed me with an alert that the Clayton Library Center for Genealogical Research in Houston, Texas has suffered some damage. “So sad for genies!” she writes. Indeed! The Clayton is one of the top public library genealogy research centers in the United States.

Not wanting to disturb their recovery efforts with a phone inquiry, I’ve turned to Google searching and social media for a status report. The Houston Public Library Foundation states that the Clayton is among one of 10 library locations that are “unable to open due to various building damages.” The Clayton Library Friends Facebook page offers more specifics–and this hopeful report:

“Yes, there was some flooding at Clayton Library and according to Susan Kaufman, Manager, Clayton Library is closed this week. Clayton Library staff will be deployed to other libraries that are open.

Clayton Library did suffer some water damage but it was not really that bad. They just need to decide how best to proceed since they were planning on doing renovations soon anyway.”

CityofHouston.news tells us what Clayton staff may be doing at other library branches: “The services and resources that are available at your library system include free access to WiFi and computers, one-on-one assistance with filling out applications and forms, and access to the expertise of library archivists who can assist you in preserving and saving precious family memorabilia such as books, letters and photographs that may have been damaged in the storm.” 

Chris’ email encourages us to support the recovery effort for Houston’s libraries through the Houston Public Library Foundation: here’s the link she sent to their donation portal.

Port Arthur Public Library, Port Arthur, Texas. Image from library website.

Down on the coast, another library system wasn’t so fortunate. The Port Arthur Library will remain closed for months, reports the Port Arthur News. “The Port Arthur Public Library was one of many buildings hit hard by Harvey,” states an article by L.V. Salinas. “It sustained flood damage and the subsequent mold issue inundated buildings often face afterward. It also sustained substantial damage and loss of property of its books, computer equipment, archives and more.”

Crews are working to clean up and preserve what they can. High priority is being given to their historical and genealogical resources: “One of the costlier processes was the freeze-drying of irreplaceable items like genealogy records, microfilm, Port Arthur historical photos and collections. The intent, as performed by companies contracted by the city, was to prevent any further damage from taking place, kill the bacteria that’s present and preserve the items long enough for a transference of information by experts.”

The Port Arthur History Collection is proudly described on the library website; it includes a collection of historic photos that were lovingly organized by volunteers and placed in archival-quality storage. “It’s one of our highest buy testosterone medication priorities,” states a library official in the article. “It’s time sensitive, and it has to happen now….We have to preserve it now.”

Disaster Recovery for Genealogy Researchers

As genealogists, we to have our personal and precious libraries and archives. We build trees in software–some of us spending hundreds or thousands of hours on them. We may have files, books, and other research materials. Many of us are family archivists: the stewards of priceless original family documents, photos, and other artifacts. Here’s some level-headed counsel for after a disaster strikes–and here’s what the rest of us should be doing now, before another disaster.

After a Disaster: Take It One Step at a Time

If you’ve been affected by a recent disaster, I’d like to share this fantastic, level-headed advice from Rennee Tallent, Galveston Historical Foundation’s Manager of Historic Collections (Galveston, Texas was hit by a hurricane in 1900–the “deadliest natural disaster in American history”):

I love her compassionate advice:

“Walking into [your home after a disaster] is very overwhelming. Try to take a deep breath and think about the things that matter most to you and what your priorities are. Take it one piece at a time: after you’ve finished that one, move on to the next.” -Rennee Tallent, Galveston Historical Foundation’s Manager of Historic Collections

Start your recovery efforts with whatever matters most to you, Renee says. But she reminds us that certain items are more vulnerable to destruction than others, so try to also focus on things made out of paper and photographs, then cloth, then wood. Leave your china, silver, and glassware until these other items have been stabilized.

Before Disaster Strikes: Digitize and Back It Up!

If a disaster strikes, most of us won’t have the time to grab all our genealogy research files, photographs, and other precious heirlooms. But many of these items are one-of-a-kind–unless we make them two-or-more-of-a-kind!

As family archivists, we can best preserve our past by:

  1. Digitizing it. Make high-quality digital scans of original documents and photos. Take digital pictures of three-dimensional heirlooms such as clothing, handicrafts, even quilts.
  2. Backing up your digital files. Should a disaster occur–whether storm, theft, or fire–your computer may suffer the same fate as any original documents and heirlooms in your home. So I recommend investing in an automated, cloud-based backup service for your computer.

For a few dollars a month, a cloud-based backup service will continually back up your computer files to a remote server. In the event of any loss (including a computer crash), you can download them again. Having a digitized version of those original Civil War letters or photos isn’t quite the same as the real thing–but it’s so much better than having them disappear entirely. And if you’re like me, your computer doesn’t just house your photos and research files. It may have hundreds or even thousands of work files, personal files, music, or video files and more.

I use Backblaze for my personal computer and to back up thousands of Genealogy Gems audio, video, and other files. Backblaze is made for everyday consumers: it’s affordable and easy to use. Do your research yourself and choose the best cloud-based backup for you (click here to read the 8 features you should be watching for).

Our Service “Happiness” Manager, Lacey, experienced first hand the benefits of having her computer backed up:

Right after our Genealogy Gems seminar in Dallas in early August, I came home, sat down to work, and discovered my laptop had died. I tried everything I could find to get it going again (thanks to Google search results) but it couldn’t be revived. Thankfully, I had both Backblaze and Dropbox installed on my computer, and I didn’t lose any files at all. I was able to get everything back! Even my Google account saved all of my settings and bookmarks for my Chrome browser, so when I got my new computer, just about everything was restored as though nothing had happened. I was SO RELIEVED! Planning ahead really paid off!

Backblaze lisa louise cooke(If you decide to go with my favorite, Backblaze, thanks for clicking here to purchase it. The modest commission we receive supports the free information I provide on this website and the Genealogy Gems podcast.)

My sincere wishes for the safety of your families–and your family history.

The Best Way to Find Free Old Maps at DavidRumsey.com

Our ability to find our ancestors is rooted in two important pieces of information: the locations where they lived and the time frames in which they lived there. This means that old maps are essential to our genealogy research.  

The good news is that there is an abundance of free digitized old maps available online. One of the best resources is the David Rumsey Map Collection website. There you will find over 100,000 free digitized historic maps. These maps span the globe and centuries.  They are perfect for bringing geographic perspective to your family tree.

Best way to find old maps for genealogy

Elevenses with Lisa Show Notes

In this episode 36 of my free webinar video series Elevenses with Lisa I’ll show you how to navigate this ever-expanding free website. Watch the video and then follow along with the show notes in this article. Here you’ll find answers to questions such as:

  • What’s the best way to find maps at David Rumsey’s map website?
  • What is the difference between the search tools (Luna Viewer and MapRank Search)?
  • What are the advanced search techniques for finding the old maps?
  • How can I download maps at DavidRumsey.com?
  • Is it OK to use the maps from DavidRumsey.com in my family history projects?

Rumsey Historical Maps in Google Earth

As we discussed in Ways to Use Google Earth for Genealogy (Elevenses with Lisa episode 12) there are approximately 120 Rumsey old maps available for free in Google Earth. You can find them in the Layers Panel under Gallery.  Each map is already georeferenced as an overlay for you.

ways to use google earth for genealogy with Lisa Louise Cooke

Click image to watch the video and read the article on ways to use Google Earth for genealogy

You can also create your own overlays in Google Earth using Rumsey Maps or digitized maps from other sources. I cover this step-by-step in chapter 16 of my book The Genealogist’s Google Toolbox.

Best Strategies for Finding Free Old Maps

Once you’ve exhausted the few hundred old maps in Google Earth, head to the David Rumsey Map Collection website. Rumsey’s collection includes over 150,000 map, over 100,000 of which have been digitized and are available for free on his website. 

Copyright and Use Permission

You will probably be anxious to use these wonderful old maps in a variety of ways. The Rumsey website provides clear direction on copyright and use permission. Go to: DavidRumsey.com > Home Page > About > Copyright and Permissions.

The good news is that generally speaking, you are free to download and use the digitized maps for your own personal use.

The Best Way to View the Maps

There are several ways to view maps:

  • The Luna Viewer: Browse and search 100,000+ maps
  • The GeoReferencer: Help georeferenced maps, compare maps overlays
  • MapRank Search: Browse & search 6000 maps by time & place
  • Google Earth: 120 maps in the Layers panel, 140 can be added
  • Google Maps: 120 maps included
  • Second Life: View some in 3 dimensions and at a huge scale. Location: Rumsey Map Islands. Includes a welcome center with hundreds of maps, and a 600 meter tall map cylinder showing hundreds of maps.
  • The Collections Ticker: Pop-out distraction!
  • Insight Java Client: Downloadable workspace

Of this list, the best two tools to user are:

  1. The Luna Viewer: Browse and search 100,000+ maps
  2. MapRank Search: Browse & search 6000 maps by time & place

I will show you how to use each. Note that in these examples we will be using a computer to search the site rather than a mobile device or tablet.

The Luna Viewer: How to browse & search the maps

In the main menu under View Collection select the Luna Viewer. Under Luna Viewer click the Launch Luna Viewer button.

Luna Viewer at David Rumsey Map Collection

The Luna Viewer at David Rumsey Map Collection

Tips for keyword searching:

  • In most cases it helps to start with a fairly broad search to see the full range of available maps
  • Be cautious with abbreviations. “MN” does not return “Minn” or “Minnestota”.
  • Advance search provides you with the use of full Boolean operators like “and,” “or,” “greater than,” “contains,” and others.
  • After a search, to return to the full collection, click on “show all” under the search button.

Let’s look at an example of using the keyword search in tandem with the Refine column. If you search for New York City, you will be searching all of the data associated with the maps. Since many maps may have been published in New York City, you will likely see many maps for other areas. You can improve this search by going to the Refine column and under Where clicking on New York City.

The Refine column will show you the first five options in each category (What, Where, Who, When). Click More to reveal all of the additional refining options in that category.

Refine map search David Rumsey

Click More to see all refining options in the Luna Viewer

From the returned results, click a map to view it.

You can select multiple items in the Refine column to filter more narrowly. Remove a filter by clicking it under Remove at the top of the Refine column.

Like genealogical records, old maps may include several pages. Look above the blue BUY PRINT button to see the number of Related maps. In my example of a map of the 1939 World’s Fair in New York City, there were two map pages available. Click Related to display all of the available pages.

David Rumsey map related results

Click the Related link to view all related map pages.

DavidRumsey.com Advanced Search

The Advanced Search feature can be found in two locations:

  • Inside the search box – click your mouse in the box and select Advanced Search from the drop-down list
  • At the bottom of the Refine column on the left side of the screen.

Advanced Search gives you more control over how you search. Let’s look at an example by searching for Sanborn fire insurance maps. 

Searching for Sanborn Fire Insurance Maps

The David Rumsey Map Collection website includes many Sanborn Fire Insurance maps. These maps were created for insurance purposes and provide an incredible amount of detail about individual buildings and dwellings in a given neighborhood.

I recommend using the Advanced Search feature to search for these maps. This is because over the years the name of the company as publisher changed.

How to Find Sanborn Maps:

  1. Click on Advanced Search at the bottom of the Refine column
  2. In the “find all of these words” section, click Fields and select Publisher
  3. Type in Sanborn
  4. On the results page, go to the Refine column and Who click More
  5. There are at least six variations of the Sanborn publishing name.

Old Map books and atlases often include valuable historical text often called historical sketches. You can find these using the Advanced search. Search for the exact phrase Historical Sketch. Run this search and then in the Refine column under Where select an area of interest.

How to Download Maps from DavidRumsey.com

  1. Click the map from the results list
  2. On the map’s dedicated page click the EXPORT button at the top of the page.
  3. Select the appropriate size from the drop-down list. (Larger maps may take a few moments to download)
  4. Typically the maps will download to the Downloads folder on your computer

Tips for Selecting Download (Export) Map Size:
Save space on your computer and future headaches by selecting the correct size map for your use. If you plan on using the map to create an overlay or create a nice large print, select the largest size possible ( I recommend at least Extra Large for creating map overlays in the Google Earth.) This will ensure that the map doesn’t appear fuzzy when you Zoom in. High-resolution is also recommended when printing. For example, if you plan on including the map in a book about your family’s history (for personal use, not for resale) a high-resolution map will print crisp and clear. Maps for use on the web or something like a PowerPoint presentation would be fine at lower resolutions.

MapRank Search at DavidRumsey.com

The MapRank Search “app” at the David Rumsey Map Collection website allows you to browse & search 6000 maps by two important criteria: Time & Place.

There are two ways to find the MapRank Search:

  1. In the main menu under View Collection click MapRank Search. Scroll to the bottom of the page and click the Launch MapRank Search
  2. Scroll to the bottom of the home page until you see Featured App – MapRank Search, and click the Launch MapRank Search

How to Find Maps Using MapRank Search:

  1. Start with entering the location name in the search box (in the upper right corner) and click the Find a Place
  2. The location will appear on the modern-day map. The old maps that match the location will appear in the column on the right, prioritized starting with the map that most closely matches what you searched.
  3. Below the modern-day map, move the time slider levers to narrow in on the desired time frame.
  4. Note that the old maps in the results column will change based on the specified time frame.
  5. Broaden the location if desired by zooming out a bit on the modern-day map. Note that the results list will change as you zoom.
  6. Hover your mouse over a map in the results list and notice that a reddish-brown box will appear the selected map and will also appear on the modern-day map. This indicates the area of the map that the old map covers. This will aid you in selecting the map that will suit your needs.
  7. Click a map from the results list and it will open in a new browser tab, although some maps will appear as an overlay on the modern-day map. In that case, click the Luna Viewer button to go to the page where the map can be downloaded.

How to Compare Modern-day Maps with Old Maps

Whether you have found the map by searching with the Luna Viewer or the MapRank Search you will eventually find yourself on the page where the single map is displayed. On the left is the source information.

In the upper right corner of the screen click the View in GeoReferencer button. You will be taken to a page where you can view the old map overlayed on the modern-day map. In the upper right corner move the slider to make the old map transparent so that you can compare between the two maps.

Recap: Comparing the Two Best Search Tools at DavidRumsey.com

Luna Viewer:
– 100,000 maps
– Search, then refine
– Sometimes glitchy interface

MapRank Search:
– 6000+ maps
– More control with time slider & map
– Map results list ranked by closest coverage

Live Chat Q&A: Answers to Your Questions About David Rumsey Maps

One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.

From Megan: What is the difference between Google Earth and My Maps?
From Lisa: Google Earth is a free software download. This is where I create what I call family history tours. They are a collection of data points and media that come together as a research tool and storytelling tool. My Maps are created in Google Maps. I prefer creating in Google Earth because it offers more tools and options, and it’s where I keep all my mapping work. 

From Gwynn: Heard in the past Java Client might have security holes has this been fixed?
From Lisa: Read more about the latest on Java Client at the website’s FAQ page

From GeneBuds: Must set up account to use Luna Viewer?
From Lisa: No, you don’t have to have an account to use the Luna Viewer. “Registering for an account allows you to save your work and preferences, search external media, create Media Groups and Presentations, customize your settings, create annotations, and upload your own content.” As I mentioned in the video, I prefer to do all my work in Google Earth. 

From Gwynn: Sanborn Fire Maps: Where do I find the Key to the symbols? Are they the same from year to year or do they change?
From Lisa: Here’s the main resource page for Sanborn maps at the Library of Congress. You will find specific information about interpreting the maps including Keys and Colors here.

From Karen: ​If you are specifically looking for plat maps for our US farmers would you put the word plat in the search field?
From Lisa: I would use the Advanced Search and enter the word plat in the “Find all these words” box. Click the plus sign to add an additional “Find all these words” field and type in the name of the location. If that doesn’t deliver the desired result, omit the location and just search on the word plant. Then, on the results page, go to the Refine column and under Where click More. Then you have a nice list to browse. You might spot a map that includes your location. TIP: When you find a result, be sure to check the Related number at the top of the page so that you didn’t miss any additional pages of the map. 

From Mark: Lisa and Bill, is the intro music something that you all wrote?
From Lisa and Bill: No, it’s by a talented musician named Dan Lebowitz. Our goal this year was to learn to play it ourselves 🙂 We’re glad you love it as much as we do!

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Beginning Genealogy – 10 Steps to Success!

SHOW NOTES (Video & Audio Podcast): Ever wondered about your family history? Delving into your ancestry can be both exciting and overwhelming. I’m going to break down the basics of genealogy research, offering beginner-friendly tips and tricks to help you get started on your own family tree journey. These tips are also great for getting back to genealogy after taking a break, or if you’ve been at it a while, just making sure that you’ve covered all of the most essential bases.

Watch the Video

Listen to the Podcast Episode

Listen to the extended version by clicking the media player below (AUDIO ONLY):


Download this episode’s show notes. (Premium Membership required.  Join today.)

10 Steps to Genealogy Success

1. Gather what you know

Start with yourself and work backwards. This provides a foundation for your research.

Compile all the information you already have about your family, including:

  • names, dates, places of life events.
  • Scour your house for records, photo albums, family bibles.
  • Write down stories or anecdotes you’ve heard.

2. Get a genealogy software program

You need a place to put the information. Yes, you can build a family tree online, but it’s critical to have the main tree that you work on be the one on your computer. That way you own the files forever and you’re not reliant on an ongoing subscription or a group tree where others can change it.

There are a wide variety of genealogy software options, but the good news is you only need one.

It’s not a big investment. For less than $40 or $50 you can get a powerful program that can track everything you find, keep it organized, make it easily searchable, and even run reports and connect you to hints on your favorite genealogy websites.

Rootsmagic, Legacy Family Tree, Family Tree Maker and Reunion are some of the most popular and have been around the longest. I use RootsMagic https://rootsmagic.com/store/rootsmagic/

If free is more in your budget, try the Family Tree Builder by MyHeritage.  https://www.myheritage.com/FP/ftb-welcome.php?lang=EN

3. Back up your computer

Make sure your computer is automatically backed up to the cloud.

4. Interview your living relatives

It’s really important to take the time to talk with family members. You’ll want to gather information, uncover stories, and gain insights into your family history. Encourage them to share their memories, photos, and documents. And let’s be practical, it’s best to start with your oldest living relatives first. Prepare your questions ahead of time and record whenever possible.

5. Get familiar with AI tools

  • Embrace AI-powered tools. Even if you don’t use them for anything else, there’s no denying that AI can dramatically speed up your research and do a ton of the heavy lifting.
  • Get comfortable with at least one of the leading AI Chatbots. You can start out with the free version, and if you want more horsepower, subscribe for a low monthly fee.
  • Leading options: ChatGPT, Grok, Google’s Gemini, Perplexity and Claude.
  • Pick one, bookmark it on your web browser, and use it.
  • AI and Genealogy playlist at the Genealogy Gems YouTube channel.

6. Know what you’re looking for

Once you’ve laid this foundation, you’re ready to make your first new discoveries. At first it will be easy to know what to work on because you’re still working backwards. Most of us can fill in most of the blanks on our grandparents. But then it’s time to move to your great grandparents and so on.

You’re going to focus first on finding ancestors. These are the people you are directly descended from: grandparents, great grandparents, and so on.

You’ll also be filling in the tree with your relatives. These are your aunts and uncles, cousins and so on. For each ancestral couple, take the time to find all their children. These people may feel more secondary, but the record of a great aunt might be the key to unlocking information about her parents that you couldn’t find by only researching her brother your grandfather. When it comes to all your relatives, that’s totally up to you. You can invest time on finding them now, or wait until you make more progress on your tree and then come back to them later when you have time.

7. Gather Foundational Records

You’re going to focus on essential milestones for each ancestor in your tree. Think of this information as the backbone of your family tree. You can add flesh to the bones later.

Start with the most recent event for that ancestor, which was probably their death if you’re working on a great grandparent, and then move back to their marriage, and then their birth.

From there, you’ll want to fill in some of the most important items such as:

  • Their children (records: census, obituaries in newspapers, etc.)
  • Where they lived throughout their life (records: census, city directories, voter registrations, etc.)
  • Military service (records: draft cards, service records, pension records, etc.)

8. Leverage the power of search engines

While not everything is online by any stretch of the imagination, here are some of the best online sources to search for the records we just mentioned:

You’ll also need to up your game with Google so that you can find things beyond just the most popular genealogy websites. And these skills will come in really handy with Google Books.

  • Use search operators to target specific resources.
  • Quotes around a word or phrase for exact matches.
  • Use a minus sign in front of words you want to exclude from the results.
  • Place an asterisk between two words within quotes to include a few words or initials between the exact phrase.
  • There are many more search operators and strategies. These are covered in the wide range of Genealogy Gems videos. Visit https://lisalouisecooke.com/videos/ and click the “Google” category.
  • Use Google Alerts to continue the searching for you 24/7. https://www.google.com/alerts

9. Put Flesh on the Bones

It’s time to put some flesh on the bones so to speak. In other words, creating a more comprehensive timeline for your ancestor. Your genealogy software probably has a timeline report feature. Pull it up or print it out and start filling in the gaps.

  • Where they worked (records: census, city directories, industry catalogs, etc.)
  • Land they owned (records: land records, tax records, probate records, etc.)
  • If they immigrated from another country (records: passenger lists, citizenship papers, etc.)
  • Photos (sources: family members, Google search, old photo databases, genealogy websites like Ancestry, MyHeritage, Findmypast and FamilySearch, etc.)
  • Any other interesting life events (records: Newspapers, books, etc.)

10. Mastering the art of record interpretation

It’s not enough to find records. You’ve got to really understand what they are and are not telling you.

  • Take the time to familiarize yourself with the record collection.
    • Why was it created?
    • Who created it?
    • What timeframe does it cover?
    • What doesn’t it include?
  • Use AI tools to help you transcribe or translate records but always check for accuracy!
  • Find out what the abbreviations used in the documents mean. (ex. Census instructions)
  • Use multiple credible sources to verify the information you find.

Resources

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