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.)
This week’s roundup features rare, unique, and just plain fun new collections available online or coming soon. Go back in time to 1923 with new public domain additions, explore San Francisco as it was in 1940 online and in Google Earth, keep an eye out for rare...
Find Images and Photos in Old Newspapers with Newspaper Navigator
Newspaper Navigator is a new free online tool for finding images and photos in old newspapers at Chronicling America. It doesn’t work the way the Library of Congress website works, so in this episode I show you how to navigate the Newspaper Navigator. It’s a fun session that will have you finding new newspaper gems in no time!
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This audio from this episode comes from Elevenses with Lisa episode 26. Log into your Premium membership and then click here to download the handy PDF show notes that compliment this podcast episode.
Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here.
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We are digging deep into these new and updated genealogical records this week. We begin with several genealogical records for Ireland and Scotland, then new additions in Argentina. To end our list, a couple of fun finds in Minnesota and the state of Washington!
Ireland – Valuation Office Books
New collections have been added to Findmypast and the first is titled Ireland Valuation Office Books. With just under 2 million records, this collection contains several types of manuscript records including field books, house books, quarto books, rent books, survey books, and more.
Each record includes both a transcript and an image of the original document. The amount and type of information will vary depending on the date and nature of the document. Some book types, such as tenure books, include notations about the property as well as notes on the cost of rent and additional observations. House books include descriptions of the property. Quarto books include observations about the tenement.
Ireland – Will Registers
Also new at Findmypast, Ireland, Original Will Registers, 1858-1920 is a collection with over 181,000 records. These records are derived from district courts and held by the National Archives of Ireland. Wills from Northern Ireland are included, up until 1917. Each of the records contain a transcript and an image of the original source document.
Each transcript will provide you with a name, whether the person is heir, executor, or deceased, name of the deceased, and whether the document is a will, grant of probate, or an administration. From the images, you can determine dates, address of the parish, names of other heirs, and other various details.
The images provide much more detail about your ancestor’s will. Most entries have your ancestor’s death date, death place and who inherited the deceased person’s property, and processions. The will can provide the names of many other relations and explain their family connections.
Some wills are more than one page, so you will need to use the arrow on the right side of the image to continue reading the document.
Ireland – Church Records
Lastly, Findmypast has added the new collection titled Ireland, Catholic Qualification and Convert Rolls, 1701-1845. You can search lists of over 50,000 Irish Catholics who swore loyalty to the crown or converted to Protestantism. As a note of interest, Catholics were restricted from owning property or having businesses during the Penal Laws of the 18th century. Because of this, many chose to either convert to the Church of Ireland or swear loyalty to the crown so they qualified for certain rights.
Each record contains a transcript and an image of the original entry. The amount of information varies, but you should be able to find a name, an address, occupation, date of conversion or qualification, date of enrollment or court hearing, and the court.
Glasgow – Electoral Registers
Ancestry has made available over 100 years of electoral registers from the Mithcell Library’s family history collection. These voter rolls have been digitized and can be found in the collection titled Glasgow, Lanarkshire, Scotland, Electoral Registers, 1857-1962.
Electoral registers may provide a name and place of residence, a description of property, and qualifications to vote. Registers were compiled at a local level, with names appearing alphabetically within the wards or districts. Many of the registers in this database have been indexed electronically, which allows you to search them by name, but if you’re searching for a somewhat common name it will be helpful to know the area in which your ancestor lived to narrow your results.
Remember: Parliamentary Division boundaries may have changed over time. If you are looking for a particular parish or place, try searching using the key word field rather than browsing the image sets listed by Division.
Korea – Various Records
Though these two new Korean database collections hold few records in number and they are browse-only at this time at FamilySearch, they are a wonderful step in the right direction. Korean records of genealogical value are not always easily found online. These new Korean collections include:
Korea, Local History, 655-1935 – A small collection of local histories and town records from Korea. The records are written in Korean using Chinese hanja characters. This collection will be published as images become available, so check back from time to time to see what’s new.
Korea, School Records, 1958 – Only 149 images are digitized at this time. We will be watching this closely and update you as new records become available.
In the meantime, see what other collections FamilySearch has for Korea by clicking here.
Argentina – Cordoba – Church Records
FamilySearch has also expanded their Argentina Catholic Church Records in their collection titled Argentina, Cordoba, Catholic Church Records, 1557-1974. This collection nearly doubled with newly digitized and indexed records.
These records are in Spanish. This collection of church records includes baptism, confirmation, marriage, divorce, and death records for parishes in the Córdoba Province.
Catholic Church parish registers are a major record available to identify individuals, parents, and spouses before 1930. After this date, civil authorities began registering vital statistics, which by law included people of all religions.
Marriage records offer the basic facts such as bride, groom, date, and place. These images of marriage certificates may also include additional information such as:
addresses
ages
race
birthplaces
occupations
marital status (single, divorced)
whether a first marriage
fathers’ names and birthplaces
mothers’ names, maiden names, and birthplaces
This database does not contain an image for every document included in the index.
United States – Washington – Naturalizations
Washington, Naturalizations, 1853-1980 database has been updated at Ancestry and contains records created as aliens applied for U.S. citizenship in the state of Washington. It includes both original records and an index extracted from naturalization documents. You will find:
Certificates of Arrival
Declarations on Intent
Petitions for Naturalization
Oaths of Allegiance
Certificates of Naturalization
This database does not contain an image for every document included in the index.
Details contained on naturalization records varies based on the year. However, you may be able to find the following valuable information:
name
birth date
country of origin
arrival date
place of arrival
spouse
children
document type
county
United States – Minnesota – Obituaries
FamilySearch expanded two large collections this week and one of those is the Minnesota, Obituaries, 1865-2006. Even though only about 73,000 records have been indexed, there are over 132,000 digital images in the browse-only section.
These obituaries include an index and images of newspaper obituary files filmed by FamilySearch at the historical societies in Minnesota. Indexed records and additional images will be added to this collection as they become available, so be sure to check back frequently.
Many of these digitized records are referred to as obituary cards, which means that the information has been abstracted from the original source. These cards usually contain the following information:
Name of the deceased
Age
Death date
Names of parents, spouse, children, siblings or other relatives
Name of newspaper, date and place of publication
Birth date and place
Other details such as military service
We hope you enjoy the many new and updated genealogical record collections this week and that you make some new discoveries for your family tree. Don’t forget to share this post with your genealogy friends and help them in their research journey as well!
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I always enjoy being a presenter at the cutting-edge Family Tree Magazine Virtual Genealogy Conference. This time around I’m teaching Best Apps for Genealogy! And today I am giving away one free virtual conference registration to a lucky Genealogy Gems reader. Read through the following article about the Virtual Genealogy Conference to learn how to enter. And do it today because you must be entered by midnight (Pacific) tonight Sept. 10:
8 Great Reasons to Attend a Virtual Genealogy Conference
Family Tree University’s Fall 2013 Virtual Conference Sept. 13-15 offers unique benefits
Have you ever missed a genealogy conference session you wanted to attend because the room was too full, or because the time conflicted with another session of interest? Or heard how great a session was after the fact, and lamented that you didn’t choose it?
That’s just one of the problems solved by Family Tree University’s Virtual Conferences. These three-day online workshops are the only genealogy conferences where attendees can completely customize the program to suit their schedule. Attendees can watch 16 pre-recorded 30-minute classes at any time, in any order they choose.
Attendees of the Winter 2013 Virtual Conference, Sept. 13-15, will enjoy the following unique benefits:
» All sessions can be downloaded for later viewing—allowing you to watch favorite sessions again or save certain classes to view after the conference ends, so you can make the most of the real-time interaction during the weekend.
» PDFs of the presentation slides from each class are available to download, too, eliminating the need to take copious notes or copy down website URLs.
» The conference takes place entirely online, allowing attendees ultimate flexibility for participating. It’s the only conference where you can show up at 2 a.m. in your pajamas if you want to! Log in anywhere you have a computer and an internet connection, from your favorite armchair to your favorite coffee shop. You can even squeeze in a live chat during Daughter’s soccer game.
» An FTU Virtual Conference also provides programming from nationally known genealogy presenters, including D. Joshua Taylor, Lisa Louise Cooke and many more. You don’t have to miss out if you can’t afford a hotel room or have physical limitations that make an in-person conference impractical.
The Virtual Conference also offers perks provided by in-person conferences:
» An exhibit hall with booths showcasing genealogy products and services
» A virtual swag bag of free downloadable genealogy goodies
» Daily contests for great genealogy prizes
» Opportunities to chat with and ask questions of experts, as well as make new friends of genealogy buffs just like you
To view the program and register for the Fall 2013 Virtual Conference, visit http://www.familytreeuniversity.com/virtual-conference (save 20% on registration with coupon code FTU0913 at checkout!). Enter my giveaway by sharing this blog post on Facebook or Twitter by midnight tonight with hashtag #GENEALOGYGEMS. You’ll find social media sharing buttons at the top of the post, or just copy and paste the URL address of this specific post (click the post title to be sure and grab the specific address) and include #GENEALOGYGEMS. The winner will be announced here on this blog on Wed. Sept. 11 and must email their contact information to me as instructed in the post. Good luck, and I hope to see you at the Virtual Conference!
No purchase necessary. Void where prohibited. Entries must be received by midnight Sept. 10, 2013 as directed.
xpanded their Argentina Catholic Church Records in their collection titled 