Joining the DAR: 5 things you need to know
Show Notes: Do you have a revolutionary war ancestor? Have you thought about joining the Daughters of the American Revolution (DAR)? I’ve invited Barbara Jurs of the DAR to explain the process. In this video, you’ll learn the answers to the questions:
- What is the DAR?
- What do I need to do first?
- How much genealogical proof do I need?
- How do I apply for the DAR?
- How do I find local DAR chapters near me?

Watch in the video player below
Watch the Video Premiere with Live Chat
Show Notes:
Downloadable ad-free Show Notes handout & printable worksheet for Premium Members.
1. What is the DAR?
Barbara: Many people have the misconception that it is just a lineage society. But the DAR was founded On October 11, 1890, and it is a service organization. Many people do not know that it is a service organization.
Some of the things that we really emphasize are historic preservation, education, patriotism, good citizenship, and we honor our ancestors. We are devoted to educating youth, preserving our past, promoting genealogy, American history, and all kinds of service projects. Anything that you have an interest in, you can find a chapter to use your talents and gifts to help the chapter in the state and the nation. It’s a very vibrant and exciting type of organization to be a part of.
2. What do I need to do first to apply to the DAR?
Lisa: There will be many people watching who are in the same boat that I’m in, knowing that they have a revolutionary war ancestor. They think they know how they connect to that person. Give us kind of the high-level overview of what are the steps of the application process.
Barbara: There are many ways to start the process. DAR recommends that you start with what you know, which is what we are told to do in genealogy. Start with making your pedigree chart or writing down as much as you know about your family. Then, begin finding documents.
I work with each individual a little bit differently. If the individual knows she has a DAR relative, that really is a good way to start. If you have a mother, a grandmother, an aunt, a great grandmother, and you know that name, that is very helpful, because she will have a verified application that will provide you a lineage that has been verified by DAR.
It’s also helpful to approach a local-area chapter. You can also go on the DAR website and express your interest. Someone will get in touch with you to tell you what chapters are in the area and help you start that process so you can go visit them.
Each chapter has a registrar. Some chapters have linage research committee chairs. The registrar will meet you and take your information. She can help you determine whether you have a verified patriot.
There’s some work you can do at home at the DAR website. At the top, you’ll see, Join GRS, Give, Members, Genealogy, Blog and Shop. The Join button will take you directly to the area that I was mentioning, that can help you. There you can fill out an interest survey or get in touch if you don’t know someone in your area.
The section that says Genealogy tells you all kinds of things as to where you can begin. In addition to starting with what you know, it also encourages you to speak to your relatives and begin collecting documents. There are some databases available such as the Ancestor Search, the Membership Search, and the Descendants Database. All have information of all verified applications that go back to the very beginning.
In your case, you told me you had a patriot ancestor. That was the first thing that I did before I even looked at your pedigree chart. I checked to see if he’s in the system. We check to make sure there are not any red notes, meaning that there were problems that have been discovered since a person became a member using that Patriot, such as an error in linage. The registrar can go in, look to see how many applications there are, and when the last one was verified.
You can do a lot of that on your own. When you have identified a chapter that you’re very interested in, the registrar has the ability to go a little bit further and to see what we call images that can help the applicant in the process. But there is a lot you can do on your own. Let’s just say for example, that you did not know who your Patriot was. You could use the Descendants Database, if you had your pedigree chart, and you could plug in the names of all of your descendants. A lot of people don’t use this database, but it’s wonderful for genealogists because you can find lineages. So, you put your chart up there, and I actually did this in preparation to see if there are applicants in your line. I was hoping that maybe I’d find a great-grandparent or someone much closer. We all hope that as registrars. I was able to identify two children of your patriot who is Jehu Burkhardt, and there were some children that were identified, and one of yours is a verified son, Henry.
In addition to searching on names, you can add a state if you know where he was born and pull up different suggestions. And that helps, especially if you don’t know if you have an ancestor. But if you have an ancestor, like you did, then I sort of start at the top, because at the time we started talking, I did not know your full pedigree. The other way is, like the DAR suggested, that if you know your pedigree, you would go work your way up. If you have a DAR member, you can put the member number in, such as an aunt or your grandmother, if she will share the DAR number. The general public won’t be given any names of anyone that is living, because DAR is very, very protective about identity.
Lisa: If somebody hasn’t gotten that far back, then really, it’s starting with the genealogical research and citing your sources. We are going to need those sources to provide the proof along the way of the connections. When it comes to those searchable databases, just to clarify, do we need to have an account? Is there any kind of restriction, or can the general public go in and start searching?
Barbara: Absolutely! You can put in ancestors’ names to find out if they are a verified patriot. You can use the descendants and see if any of the descendants are in lineages. You can use the Membership to see if you find that there is a member in your family. For example, if you have an aunt that is a member you can put that in and find out whether there is a verified lineage. Hopefully, there is one and it doesn’t have any issues. As more and more applications are done, and more and more research is done, sometimes those very early applications were not done with as many sources as we have now, and they didn’t follow the genealogical proof standards. They were many with hearsay or letters or books, and the DAR has, and rightly so, been putting a lot of emphasis on the proof because it is proof of bloodline, biological.
I also forgot to say to that they have a wonderful section for Bible records. Again, when you work with the registrar, the registrar can actually help you with your research to identify whether there’s a Bible with your actual family. The DAR has been collecting Bible records and is still collecting Bible records and transcribing them. It’s a fabulous project!
We also have what is called the GRC, and that has many, many books. DAR daughters have been transcribing and going to graveyards and going to repositories for many years and transcribing and making books available that can be utilized. In some cases, when it’s an actual transcription, it is accepted for part of the lineage proof. The Library link to the DAR is incredible!
And then there’s a Patriots Index also. You can go to the Patriots Index and find out about all kinds of patriots. The DAR has an incredible amount of genealogical information that even a non-DAR member can utilize. I know many of the sons of the American Revolution applicants, because the SAR usually accepts a DAR application, not vice versa. They will often go on the public site to see if there are lineages to help with the individual in their SAR application, and also other societies too.
3. How much genealogical proof do I need to apply to the DAR?
Lisa: So, as you were looking at my pedigree chart and you were looking people up in the system, we verified that Jehu served in the Revolutionary War. Does the system, when we go in search, tell us that I indeed have somebody at some point who was a member? Did you find other members? There must have been somebody I guess who tied into that same ancestor. But how do I know when I look at it what work I might need to do to make sure that I can prove that I connect to that patriot?
Barbara: That’s a good question, Lisa. Yes, I did look up Jehu Burkhardt and there are 37 DAR members who have joined under him. The most recent was probably about three years ago. That particular person went in on a different sibling than yours. And you are under the son, Henry. And that is an important point: when you’re looking for your Patriot if you do know a patriot, knowing who the child is, whether it’s male or female is extremely important. When you pull up on the database, it helps you figure out which applications will go under that particular child.
As with doing genealogy, you always have to remember that sometimes you’ve got to go out into the sibling lines. You were lucky in that Henry was proven. But let’s just say that there was another sibling of Henry that you descended from, and he had not been a proven line. You would want to find out what documentation the descendant, the DAR member, submitted for that sibling. Maybe there’s a Bible record that lists all of the children. That’s when you really begin the process seriously with a chapter and with a registrar, or lineage research chair. The registrar will actually be able to go in and look at the documents that were submitted. That can help you in your genealogical proofs.
Now, you asked about the genealogical proofs. For DAR, oh, gosh, I calculated at one time, but with eight generations, the number of tiny data entries that we make from the name of the person, which sometimes has a first name, a middle name, and a last name, the date of birth, which has a day, a month and a year, and then the location which can have a town, a county and a state. If you look at each generation and see the number of tiny data entry that you need, and then multiply that by eight, you come up with anywhere from over 300 to 400 tiny facts. So, as you collect your documents, you always have to be thinking about these things.
You need to be able to prove a date of birth, and a place of birth and date of death, and a place of death. That varies according to the generation. So, in generations, one, two, and three, DAR expects completeness. And so, you would need to, for example for yourself, provide a complete amount of information for your birth. And it used to be a requirement than if you were married, you had to provide your spouse’s information. That is now optional. If you have children or nieces and nephews, you may want to go ahead and do that, or if you anticipate grandchildren wanting to join down the road, include them because it makes it a whole lot easier. If you go ahead and do that and have it in the system, then it gets verified.
The fourth generation is a tricky generation in the sense that the DAR says that beginning with the fourth you only have to provide a minimal amount of information and that is either a place of birth and date or a place of death and the date of death. One or the other, not half of each. The fourth generation is in a time when vital records are usually available. So, DAR expects that if the vital records are available, you should try your hardest to get those. My mentor registrar was a registrar for 33 years and she always taught me to treat the fourth generation like the third. In other words, try to go past the minimum and try to get your death certificates, your birth certificates, and marriage certificates which I really encourage because it proves the name changes. The easiest way is to get a marriage record. And there is a difference between a marriage record and a marriage certificate. Try to get that because that’s the easiest way to prove a name change.
Then, for the fifth generation all the way up to the Patriot, follow that same procedure. When you get to the patriot there are a lot of little caveats to it, because the patriot has a set of data that is required. And if he is already verified, you don’t have to redo it. The spouse has another. The registrar has a guidelines book, and she can tell you specifically what your scenario is because she can go in and look to see how many pieces of data are missing. But basically, the Patriot needs a date of death and a place of death and a birth.
4. How do I apply for the DAR?
Lisa: Are we going to be submitting this information on a printed form? Or, are we providing the information to the registrar, and they are entering it? Or are we entering the information directly into a website form? And what method are we going to be delivering all this in our final application?
Barbara: Good questions. DAR has paper forms that are still being utilized. And we now have gone to an electronic version as well. You can do that in collaboration with your registrar.
For example, if you had approached me and said, hey, I’m interested in joining the Battle of Cal pens chapter in South Carolina, I would download the most recent application for your patriot. In your case, it was about three years ago. I would then do what we call build an app. There would be an application populated automatically with your ancestor. I would take out all of the generations that have nothing to do with you. That’s when I would look to see if you have at least a great-grandmother who was in DAR, and if you had, then I would go to that application and download it and merge it or cut a copy and paste it in. And that’s where each chapter is a little bit different depending upon how large they are, and how trained their genealogists are.
Some chapters have big teams, where the registrar can download that application, send it with the permission of the applicant, and have people work with that individual and help them build it. Others, like in my case, have many ladies who need a lot of help with the lineage research. I’m training people in my chapter. I can send your information to a trusted DAR member and say I would like you to be working with this particular person, she can send it to you electronically and let you fill it in is to the best of your ability with the documents that you have. The electronic version is totally different. It has a totally different set of processes. And that’s where you do it in a chapter where that is being practiced.
5. How do I find a local DAR chapter near me to apply through?
Lisa: It sounds like it’s a teamwork approach with a local chapter. So how does a new applicant decide which chapter to join? Do they each have their own website? Or would do we do that through the main website?
Barbara: We’ve had several Texans move to South Carolina and they found out about the chapters in my region by going to the DAR national website and filling out the electronic Member Interest Form on the DAR website. It gets filtered back to our South Carolina membership chair or maybe directly to a district director or maybe to several chapters of the regions. In your particular case I did a little bit of research to find out what chapters are in the area where you live, and I can share that information with you. Then you can contact each of those chapters from the website.
3 ways to find a DAR chapter near you:
- Use the Chapter Locator
- Visit the State and Chapter Websites page and click the state of interest
- Google to find state chapters. Example: Texas DAR chapters
Visit the local chapter website to learn more about their chapter and their projects. And sometimes they have Facebook pages which are very active. I encourage you to visit because most chapters now love to have guests. And once you make that contact with either the Regent, which is the President, or a registrar or a membership chair (if they have one), they will invite you to a meeting.
If you’re still in a working career, you might want to find a chapter that meets on the weekends or in the evenings. But if that doesn’t matter, it may be that choosing a day of the week is more important, because you might have other obligations.
Because you have communicated to me that you didn’t already have some chapters in mind, I would recommend going to the DAR website and looking and reading all about DAR and then googling Texas chapters and choosing your area of where you live and what would be the closest to you and contacting them.
If you are joining during this time, you’ll be joining during a very exciting time. Most chapters and the National are gearing up for the 250th anniversary of the revolution. So, many chapters are doing all kinds of things to get ready for that.
The value of being a member of the DAR
Lisa: I’d love to know what has been involved in the DAR meant for you. What do you like most about it?
Barbara: Oh my gosh, Lisa. Well, I was lucky that I was in the Children of the American Revolution from about age 11 or 12 until going off to college. My grandmother had been in the DAR. I did not know it was her dream for me to be in both organizations. She died when I was a young child, but she instilled in me as did all of my grandparents, a love for genealogy and patriotism, and history.
As careers come and families and so forth, there was no one that told me to join right after the Children of the American Revolution and go right into DAR. I wish I had known that. But that’s okay. I had the opportunity to go and visit a chapter and join. And it has been one of the most rewarding experiences.
I just love the idea of learning about our Constitution, learning about the history of the nation, but also the history of the region where I live. I am native South Carolinian, although I’ve lived in other southeastern states and my ancestry are all Northern. I learned so much about how the backwoods men and the militia in the upstate of South Carolina were so involved in the Battle of Cowpens and Kings Mountain. Having grown up in historic Camden, South Carolina, where the battle of Camden was, I was very aware of that.
I also loved that the projects that many of the chapters do support veterans, support patriotism, support education. We give scholarships and do all kinds of things for schools. It’s just unbelievable the amount of service that we can do. And so, I love that aspect of what we as women are doing for our nation.
I can just talk on and on! I love the camaraderie of other women who enjoy learning. And so many of the chapters have incredible programs that can touch on all topics. I know that my education has grown so much.
And then of course, loving genealogy as I do, I’m working on applications and memorializing these ancestors. I enjoy helping the ladies that join and telling them the stories that I discover that they may not have known. I know I had a revolutionary war ancestor, but in the process, you’re starting from the time you are born, and having to research or look at all of the generations, and you learn things about your family, or learn things about the family that you are helping the applicant with, that they don’t know. I could just go on and on! You can tell I’m so excited about it. I think all the lineage societies have this enthusiasm and excitement also.
Lisa: Well, I appreciate you sharing your enthusiasm and excitement with all of us. I’m excited to explore it further and do my homework and make some of those final connections. I’m going to take you up on the idea of visiting a couple of local chapters and seeing where I’d like to get involved. There’s just nothing better than learning more about family history, our country, and how fortunate we are to be in this wonderful, wonderful country. I have a new grandbaby on the way, so there are lots of generations to come to share it with.
Barbara: When I was doing yours, I got so excited because not your direct line, but the sibling, ended up settling in a county where I have property. And I was looking at documents and seeing names of clerks and seeing rivers and talking about the deeds and how they got there. And I was like, “Oh my gosh, this is just so wonderful. I wish she could see pictures of where part of her family went to but even before that, the North Carolina connection, and the Yadkin River Valley is such a beautiful area.” The sibling that ended up in Ashe County came from parents that would have gone into that Yadkin Valley. It’s wonderful to be able to share with someone that lives far away from their ancestral area when you’ve had personal experience with it.
Lisa: It’s amazing how many connections we all have. I’m sure that happens a lot as you visit with different people. We certainly find that in genealogy, that serendipity that happens when we sit next to someone at the archives or the library and realize we’re related. It’s amazing.
It’s been wonderful to talk with you. I’m going to check back in with you after I do more homework. Barbara, thank you so much for helping all of us learn more about the DAR and how to get involved.
Barbara: It has been an honor Lisa, to talk with you and to share your excitement and also an honor to represent South Carolina, DAR and the national DAR, and my chapter. So, thank you so much!
(This interview was minimally edited for clarity)
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NEW Ukraine Genealogy Website Tops List of New Genealogy Records Online
Read all about a new free Ukraine genealogy website, Yorkshire parish records, English workhouse records, German vital records and digitized newspaper coverage of England, Ireland and Scotland.
A New Ukraine Genealogy Website! Vital records and family trees
A new, free Ukraine genealogy website has launched with free family-tree building capability and an enormous database of nearly 300 years of genealogical records from present-day Ukraine. “The database includes 2.56 million people and is expected to reach 4 to 5 million in 2019,” reports EuroMaidan Press. “The access to its contents is and will remain free of charge. The sources of data are manifold: birth registers, fiscal and parish censuses, lists of nobility, voters, the military, and victims of repressions, address directories, and other documents produced under the Tsardom of Muscovy, Russian and Habsburg Empires, Poland and the Soviet Union. A Roman-letter version of the data index is reportedly to be enabled in the coming months.”

To translate the site, bring it up in Google Chrome and right-click.
The family tree-building feature has already proven incredibly popular, reports the same article: “nearly 18 thousand trees have been created in the first couple of days following the official inauguration of the site.” Automated tree-matching hinting will apparently be added in July 2017.
If you have Ukrainian roots, you may also want to read this article about how to request KGB files on relatives.
British Newspaper Archive: New content and free webinar!
The following historical newspaper coverage has been added to the British Newspaper Archive. They add about 100,000 pages every week–learn more about what they do in the free webinar, below.
- England.
- London: The Kilburn Times.
- Essex: The Southend Standard and Essex Weekly Advertiser from Southend-on-Sea.
- Hertfordshire: Watford Observer, for the town of Watford; added 1879-1886 to this paper’s coverage.
- Staffordshire: The Staffordshire Chronicle from the county town of Stafford.
- West Yorkshire: Wharfedale & Airdale Observer, published in Otley.
- Ireland. Londonderry: Northern Constitution/Coleraine Constitution (1888-1887).
- Scotland: Rothesay Chronicle, covering the Isle of Bute, Isle of Arran, and the mainland. Added coverage for 1884-1892.
More Irish newspapers: Findmypast has added 20th-century coverage of Dublin in the form of about 155,000 news articles from The Catholic Standard. (Limit your search to this paper by using the filters along the left side of the webpage.) The coverage includes weekly news reports dating from 1933-1949 and 1951-1957.
England
1861 workhouse inmates. Ancestry.com subscribers can now search indexed images of a new collection, England and Wales, Long-Term Workhouse Inmates, 1861. “This collection comprises records and images from a volume listing every adult ‘pauper’ in each Workhouse in England and Wales, who had been resident there for five or more years in 1861,” states the collection description. The report was in response to a government mandate to record long-term residents of workhouses. “The report was printed on 30 July 1861 and listed 14,216 adults,” continues the collection description. “When compared with the total workhouse population of approximately 67,800 adult workhouse inmates (excluding vagrants) the percentage of long term inmates was just over 21%.”
Yorkshire parish records. Findmypast has published these new church record collections for Yorkshire:
- Yorkshire Parish Registers and Bishop’s Transcripts. Over 11,000 browse-only volumes of baptisms, marriages, and deaths dating back to 1538.
- Yorkshire baptisms. Over 600,000 records have been added for Sheffield and the East Riding to this database, which now has more than 5 million entries.
- Yorkshire banns. Over 30,000 entries have been added for Sheffield and the East Riding.
- Yorkshire marriages. Over 400,000 entries have been added for Sheffield and the East Riding. The database now has nearly 3 million records.
- Yorkshire burials. Over half a million new burials have been added for Sheffield and the East Riding; this database now tops 4.7 million.
Germany: Church and civil records
Ancestry.com has a new browse-only collection of church records from 42 communities in Erfurt, the capital of Thuringia. According to a collection description, “The vast majority of the church records are from Protestant communities, but some Catholic and Jewish communities are also included. In one case, records from the ‘Kaufmannsgemeinde’ or merchants’ community are included.”
Also at Ancestry.com is a new collection of browse-only civil marriage records. Bischofswerda, Germany, Marriages, 1876-1922 includes government records of marriages from Bischofswerda and 11 other communities from the district of Bautzen; date ranges of records from each may vary.
Subscribe to the free weekly Genealogy Gems newsletter! You’ll stay up-to-date with the latest genealogy records online and genealogy news you want to know–like the recent announcement of the end of FamilySearch microfilm lending and RootsMagic’s new ability to sync with Ancestry.com.
Disclosure: This post contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links. Thank you for supporting Genealogy Gems!
10 Questions to Rate Your Readiness for Genealogy Research Success
Elevenses with Lisa Episode 39 Show Notes
Elevenses with Lisa is our little slice of heaven where friends get together for tea and talk about the thing that never fails to put a smile on our face: Genealogy!
Are you ready for a year of successful genealogy? Learn how to develop an effective research plan, and preserve and protect your genealogy. Keep reading for the show notes that accompany this video.
10 Questions to Rate Your Readiness for Genealogy Success
1. Have you selected a place to start?
I started learning how to play the guitar in 2020. I began with an online course to learn the basics, and I picked one song that I really wanted to learn how to play.
For three months I worked my way through the course and played that song over and over every day. This resulted in two things: I learned how to play the song, and my husband took a blow torch to my guitar! (Just kidding.)
At the end of those three months I had several weeks where I just didn’t feel I was making any progress at all. I practiced every day, but I wasn’t getting anywhere.
It turns out that I had reached my initial goals – I knew the most popular chords, had memorized the Pentatonic Scale and could play the song Crazy On You for a captive audience in my home. However, I had not stopped to identify my next set of goals. Therefore, stagnation set in.
In an effort to restart my learning and success trajectory, I spent an evening looking through my record collection and I made a list of 6 of my favorite songs. Then I put them in the order I wanted to learn to play them. Most importantly, I identified which one was my top priority to learn. Once I did that, I knew exactly how I was going to spend my practice time.
It sounds simple, but finding and deciding on the place to start (or restart) is really easy to miss. When it comes to genealogy there’s always a bright shiny object online ready to gobble up a few precious minutes, or hours, or days! Having a predetermined project goal in mind will help you get down to business faster and keep you from wandering aimlessly.
2. Have you developed a project research question?
Once you know what your project will be, it is time to formulate the general question. In other words, what is the question you are trying to answer?
In this episode I shared the family story that had been handed down the McClelland family about their ancestor Washington McClelland. The story went like this: “He immigrated to the U.S. from England. He was working on the railroad when he met a girl in Idaho. She became pregnant. They married. He converted to the LDS church. They raised a family together.”
The general research question was “is this story true?” That’s a big question, and one that we’ll break down further in question #3.
Genealogy Gems Premium Members can learn more about formulating research questions by watching the segment How Alice the Genealogist Avoids the Rabbit Hole Part 1 in Elevenses with Lisa Episode 2. It’s available in the Premium Videos area of the Genealogy Gems website. Don’t miss the downloadable handout! You’ll find the link under the video. (Learn more about becoming a Premium Member here.)
3. Do you have a Research Plan for your genealogy project?
The general project question can usually be broken down into several bite-sized actionable questions. In the example of “Is the story about Washington McClelland true?” we can break that question down into several questions:
- Where exactly was Washington from in England?
- When did he come to the United States?
- Why/how did he end up out West?
- Did he work on the railroad?
- When and where did he marry?
- When was their oldest child born?
- Did he join the LDS church?
And many of these questions can likely be broken down further. These more focused question help provide the framework for the project’s research plan. They can then be re-sorted so that they follow a logical progression of answers.
The next step will then be to identify and prioritize the sources (records) that are likely to provide the necessary relevant evidence. Then determine the order in which you will locate each identified record. Finally, add where you think you can find the records to the plan.
4. Do you have the research forms you need?
There are many different types of genealogy research forms: research logs, blank record forms, checklists, just to name a few.
Research logs are great for keeping track of your research plan progress. Blank record forms (such a blank 1900 U.S. Federal Census form) are very handy for transcribing the pertinent information for analysis. And checklists (such as a list of all types of death records) help ensure that you don’t miss and records, and you don’t look for the same record twice!
Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.
Free Genealogy Forms at Ancestry
Here you’ll find several common and helpful genealogy forms including:
- Ancestral Chart
- Research Calendar
- Research Extract
- Correspondence Record
- Family Group Sheet
- Source Summary
- US, UK And Canadian Census Forms
5. Have you established Your Filing System?
Having an organizational system in place takes the guesswork out of where things should be filed, making it much more likely they will actually get filed. It also ensures that you’ll be able to put your hands on your records whenever you need them.
Here’s a secret: There is no one perfect filing system. The most important thing is that it makes sense to you and that you are consistent in how you use it.
In Elevenses with Lisa Episode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)
As you work on your genealogy research you’ll find there are two important tasks you will be doing often:
- Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
- Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)
Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:
- Place a “to be filed” basket next to your desk.
- Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.
7. Do you have the supplies you need on hand?
Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.
Here’s what my shopping list looks like:
- 3” 3-Ring View Binders
(allow you to customize covers & spines) - 1” 3-Ring View Binder
- 1 box of Acid-Free Sheet Protectors
- 3-Ring Binder Tab Dividers
8. Have you settled on a file naming scheme?
How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.
Here’s what my basic file naming format looks like:
- Year (will force chronological order)
- First Name (filed in surname folder)
- Location
Example: 1920_robert_m_springfield_oh
Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.
8. Are you prepared to make copies?
Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data.
Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off from its cloud hosting service. According to the Wall Street Journal, “other tech partners also acted, crippling operators.”
Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.
My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:
- Ancestry Case Study
- FamilySearch mentioned in the article The Future of the Family History Industry.
The bottom line is that our family history is our responsibility to preserve and protect. While we can benefit from sharing copies of it online, putting all our genealogy eggs in only the online basket puts it at risk because we don’t have control.
While I love the idea of going paperless and I’ve been striving to do that in recent years, I’m changing my tune on this. For several years I’ve been strongly recommending that you get your own genealogy software on your own computer and use it as your master database. All online family trees are simply copies. Many people, particularly those who rely solely on FamilySearch often wondered why I was so concerned. The events of this week make my point and put an exclamation point on the end of it.
Making digital and paper copies of your data is a simple strategy you can put in place today. This means regular print outs of your tree, family group sheets, and the most important genealogical documents. I keep mine in a portable fireproof safe.
We can also make digital copies as well. For example, last year I had all my old home movies transferred to digital and they are stored on my computer. I went the extra step to get copies on DVD and I also copied the digital files onto a terabyte hard drive that is in the fireproof safe.
Remember, your computer is connected to the Internet. If you’ve ever woken up to a Windows update, then you know that tech companies can make changes to your computer. Having your own paper and digital copies are just extra insurance that certainly can’t hurt.
Here’s a checklist of things you can put in place today:
- a good printer
- extra ink
- a stock of paper
- a portable terabyte hard drive
Ideas for saving paper and ink:
- Print only the most important documents that might be more difficult to replace.
- Focus your printing on direct ancestors.
- Print in draft mode (depending on the document) and / or black and white to save ink.
- Make double-sided copies.
- When possible, add two documents to each side of the paper so that one piece of paper holds 4 documents.
9. Is your computer backed up to the Cloud?
I use and recommend Backblaze for computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:

Image courtesy of Backblaze.
I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html
Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:
- What is cloud backup?
- Why should I use cloud backup?
- How does cloud backup work?
- Is cloud backup safe?
- What should I look for when selecting a cloud backup service?
- My personal cloud backup choice
10. Have you scheduled ongoing education time?
Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.
Thank you for making Elevenses with Lisa and Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!
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Recap: 10 Questions to Rate Your Readiness for Genealogy Success
- Have you selected a place to start?
- Have you developed a project research question?
- Do you have a Research Plan for your genealogy project?
- Do you have the research forms you need?
- Have you established Your Filing System?
- Do you have the supplies you need on hand?
- Have you settled on a file naming scheme?
- Are you prepared to make copies?
- Is your computer backed up to the Cloud?
- Have you scheduled ongoing education time?
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