” The View-Master first appeared in 1939 at the New York Worlds Fair. My View-Master Model C, pictured here, was produced between 1946 and 1955. It was made from bakelite and was the first viewer to have a slot into which the reels were placed for viewing. Believe it or not, all reels made for any view master will work in any model from 1939 to present.” Image by Jack Pearce, Flickr Creative Commons. Image used without changes; find it at https://www.flickr.com/photos/jwpearce/10725366513/.
Did you have a View-Master toy as a kid? Using these stereoscopic viewers (long before kids had cameras of their own), children could see pictures of any topic from Disney to dinosaurs to the 1958 World’s Fair in Brussels. According to a collector, whose image is posted here, “all reels made for any View-Master will work in any model from 1939 to the present.”
Well, this decades-only technology is about to get boosted into the 21st century. According to this news report, “Mattel is teaming up with Google on an upcoming virtual reality-based View-Master that is infused with Google Cardboard VR technology.”
“The Cardboard-based View-Master…will share some design elements with vintage View-Masters, but instead of dropping in a reel, you slide an Android smartphone into the unit. View-Master will work with a custom Mattel app, as well as any Google Cardboard-compatible app, of which there are now about 200 in the Google Play Store.”
Did you know that nostalgia buffs (and anyone else) can search Google Patents for fun objects like the View-Master? Click here to see the original patent application materials for the 1939 View-Master, including a design drawing of that first model. Here’s a tip: if your ancestor ever applied for a patent, search Google Patents for his or her name! Learn more about Google Patents–and other fabulous and FREE Google tools you can use for family history–in the new, fully-revised 2nd edition of The Genealogist’s Google Toolbox by Lisa Louise Cooke.
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.)
The FREE Family History: Genealogy Made Easy podcast series teaches genealogy for beginners with step-by-step, hands-on help at a friendly pace!
“Which podcast is best for beginning genealogists?” This question recently came from our reader and listener, Beverly.
It cued me to remind everyone about my FREE Family History: Genealogy Made Easy podcast! I created it for beginners to help them get started in a fun and easy way, and for more advanced researchers who want to brush up on their family history research skills in a step-by-step fashion.
Are you new to podcasts?
A podcast is like an online, on-demand radio show. You can listen whenever and wherever you want because they are recorded! Here’s a link to frequently asked questions about podcasts.
After you get started, enjoy the back episodes of the free Genealogy Gems Podcast for tons of additional ideas and strategies. The easiest way to listen is through the Genealogy Gems app available for Apple, Android and Windows.
More Gems: Genealogy for Beginners
We really want you to see Genealogy Gems as your guide through the fun and fascinating world of family history. That means in addition to our podcasts, we write loads of how-to articles just for you. To get instant access to all of our blog posts just right for beginners, click ARTICLES in the menu and select any article. On every article page there is a Categories menu. Click the down arrow, and click Beginner. On your screen you will see all of our Beginner articles in chronological order starting with the most recent.
Have you ever wondered how the Internet works? I mean, how data from your computer actually makes to another computer somewhere else around the world? I found a very cool video that really manages to explain a very complex process that happens in a matter of seconds in a way that actually makes a lot of sense. And yet while it made sense, after I watched it it was almost harder to believe that it really works at all because it’s so amazing. Even if you are typically a person who doesn’t bother to click on videos, you have got to check out How Does the Internet Work in the newest of an edition of the free Genealogy Gems Podcast email newsletter.
While the world’s largest online family history resource, Ancestry.com, awaits a possible buyout, they are keeping busy buying other companies. Reuters reported that Permira Advisers LLP has emerged as the front-runner to take Ancestry private in a deal that could exceed $1.5 billion. (Read more about the possible acquisition at PEHUB)
Ancestry also released the following press release about the company’s latest acquisition, San Francisco based 1000Memories. You can learn more about 1000 Memories by listening to my interview with Michael Katchen, Director of Business Development at 1000Memories in Genealogy Gems Podcast Episode 119.
Old maps can tell us a lot more than just where our ancestors lived: They put events into geographic context, reveal surprising genealogical clues, and can be incorporated into Google Earth for analysis and storytelling.
In the newest episode (#92) of the Genealogy Gems Premium Podcast I’ll tell you about a terrific example of a website that has set the goal of have every image they possess (allowable by copyright) digitized and on their website by early 2013
I’m also going to tell you about something pretty shocking that happened to me recently while speaking at an international genealogy conference. I was really taken by surprise, and received some unexpected questions. I will share those with you as well as some solid answers.
It’s another packed episode. If you are a member sign in now to start listening. Become a Member today.
MAILBOX
Stephanie also wrote in with an opinion about Ancestry Trees
“So here are my “2 bits”. I am new to all this and honestly never considered my public tree as published. I have used the Ancestry tree as a if were my workbook, just as if it were a software package like Roots Magic. Because I consider it a workbook I add names as I find them and work the family as a group to document the information AFTER I add them. It simply never occurred to me that others would see this as complete, documented information. I have kept my tree open since I want to be open to contacts. When I see hints from other trees I simply avoid the un-sourced ones. The Ancestry hints have moved me along much faster than I ever could have before. I truly hope others who get angry could see my point of view. Thank you so much for teaching us, you have made this journey so much more enjoyable and effective!!!”
From Loretta: Ancestry Trees
“I’ve had a little different reaction towards the “polluted” online trees… sarcasm. At the beginning of the year I started a blog, Barking Up The Wrong Tree. I post on Tuesdays and Fridays. Both days could be considered tips for beginners but Tuesdays are examples of what NOT to do. All the examples are actual online trees and because of the propensity of newbies to mindlessly copy other trees most examples are not just on ONE tree. It makes for a lot of head meets desk moments but I’m enjoying it. Hope you and some of your listeners will too.”
Ricky in Birmingham, Alabama asks about citing sources and paper and file organization
GEM: New Family History Bloggers
Family History blogging is hotter than ever and the ideal way to get your research out on the web where others working on the same family lines can find you through Google searches! Many of you have been taking advantage of free blogging services like Blogger at Mom Cooke’s nagging here on the podcast, and reaping some rewards. So let me highlight a few listeners who have turned in their “Round To It” for a “Gitter Done!”
First up is David Lynch who started a blog on his St. Croix research
“I recently started in my genealogy and find your show both entertaining and helpful. My 200 Years in Paradise
The reason I’m writing is that sometimes we forget that the world wasn’t homogeneous throughout the 1800s. Right now, I’m writing a series on illegitimate births on the island of St. Croix from 1841-1934. From my research, it seems that over 77% of the children born were to unmarried households. Typically they formed stable family units, but just didn’t marry. In fact, in my personal family history, I have a set of ancestors who had 16 children and got married after their 12th child was born. In the US at the same time, only about 4% of the children were illegitimate.”
Jennifer shares her blog
“Just wanted you to know that I’ve started my own blog, based largely on the encouragement in your podcasts. What appealed to me was that it’s a medium where I can share information, but not in a way that’s an online family tree. This will prevent readers from copying and pasting family tree branches, without slowing down to learn some context. It also allows me a forum to correct some gigantic errors floating around out there about my ancestors. I finally woke up to the fact that I’ve moved to the head of the line in the experience department. I’ve placed a lot of tags on the entries, so the information is easily located in Google.” http://jenongen.blogspot.com/
Sonja Hunter wrote in to share her blogging success
First, I would like to thank you for putting together your podcasts!…I only became a listener about a year ago, but have been working my way through old Genealogy Gems podcasts as well as the Genealogy Made Easy podcasts, mostly while gardening.
I also wanted to let you know you inspired me to start blogging. I rang in the New Year by starting a blog about doing genealogy in my hometown of Kalamazoo, Michigan. One primary goal is to highlight helpful area resources. I imagine this will be most helpful to those new to conducting family history research in the area.
In addition, I am trying to include Kalamazoo area or Michigan history items that I think are interesting. One example is an article I found in the local paper describing what Kalamazooans from 1884 imagined life would be like in 1984. I’ve also written about poisonous cheese in the 1880s, diphtheria and the case of my gg-grandfather’s brother-in-law who may or may not have committed suicide by slitting his throat. I consulted Paula Sassi for that case and plan to blog about her handwriting analysis in the future.
Thank you for inspiring me to embark on this project! I’m learning a lot. And keep up the good and valuable work you do on your podcasts!
From John in Maryland:
“I want to thank you again for everything you do to inspire people to be enthusiastic about their family history. I learn so many “Gems” within all of your resources and put many of them to practice. You are the family history “Go-To” person in my book. I recently started a blog for the primary reason of documenting my findings so that I wouldn’t forget what I’ve been discovering. The blog also appears to be a good way to share my success stories with others that may be interested. I credit you for introducing the idea of using a blog in Family History: Genealogy Made Easy podcast. When I first listened to the podcasts about blogs, I didn’t think it was something that was applicable to me, as I felt I had no new information to share with others since many experts like yourself already handle this. However, I’m giving it a try and enjoy it so far. I really like how I’m able to place images within the text to help convey my information.” http://recordetective.blogspot.com/
And finally Shannon Bennett has really made a blogging splash. She writes:
“I have been hemming and hawing on writing to you and finally took the plunge to do it. Last spring a friend of mine told me about your podcasts (yes all of them) since I had just started into family research. She thought I would like it, and boy was she right! I have taken you on my iPod to drop my kids off to school and pick them up again, cleaned house, grocery shopping as well as everywhere in between. The wealth of information I have gathered from your podcasts have been very helpful, and I have loved all the interviews and tid-bits that have come along the way as well. There is no way that I could just pick one out of so many to be my all-time favorite. Maybe a top 10 list would cover it.
However, I do have to blame you for the latest adventure in my life, which is why I am writing. Listening to you tell us, in almost every episode, about the importance of having a family blog finally sank in. The first couple of times I heard you say it I thought to myself “there’s no way I would/could ever do such a thing, I barely have time to keep up with my Live Journal account.” A few weeks went by and the thoughts began to change to “hmmm…maybe I could do this.” Then after 4 months of thinking about it I started to do some research into how to run a successful blog.”
Shannon took the plunge and applied to Family Tree University to write for their Family Firsts Blog. “I come to find out that they are looking for their second blogger. I sat…I thought…I clicked the application button. Yes, on a whim I entered because I thought I had nothing to lose. You see I never win these types of things.
A month goes by, and I have given into the feeling that well it was a good try but of course I didn’t get it.…then later on that week I find out I won it!
So thank you, I never would have entered let alone thought about creating my own blog less than a year into my family research, without you and your wonderful podcasts.”
Want to stop your family members
from rolling their eyes when you
show them their genealogy?
Show them a video instead! Create extraordinary videos of your family history with Animoto.
Its fast, free & shockingly easy to use! No special skills are required!
I promise!
Get Inspired with These Family History Videos
(For best viewing, watch in FULL SCREEN mode. Click the Full Screen button in bottom right corner of each video. Press Escape to return to page.)
How about the story of your company, or organization:
How about celebrating an ancestor’s birthday? I put this on social media on my Grandma’s birthday:
Tips on Creating Videos Like These
Visit this page which features step-by-step tutorial videos. Then check out these articles:
(Full disclosure: This page contains affiliate links and we will be compensated if you make a purchase after clicking on our links. Thank you for supporting the free Genealogy Gems blog & podcast!)
Did you know that nostalgia buffs (and anyone else) can search Google Patents for fun objects like the View-Master? Click here to see the original patent application materials for the 1939 View-Master, including a design drawing of that first model. Here’s a tip: if your ancestor ever applied for a patent, search Google Patents for his or her name! Learn more about Google Patents–and other fabulous and FREE Google tools you can use for family history–in the new, fully-revised 2nd edition of The Genealogist’s Google Toolbox by Lisa Louise Cooke.
Want to stop your family members