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.)
A new Mayflower ancestors database can help connect you with your Pilgrim roots. Also, amateur US newspapers: Hill Air Force Base newspaper, Norwegian and African American Mormons, PERSI updates and collections for Alabama, Georgia, Indiana, Massachusetts, Ohio,...
Emigration records, not immigration records, are the key topic of this week’s new and updated genealogical collections. Findmypast offers several new collections regarding early British emigration. Also this week, record collections for Australian census substitutes and United States newspapers.
Britain – Emigration Records – Leaving from Britain
Early emigration from Britain 1636-1815 is a collection from Findmypast containing over 21,000 records that allow you to learn if your ancestors left Britain for North America or the West Indies. The collection includes 10 pieces from The National Archives including colonial papers, general entry books, passenger registers, and weekly immigration returns.
Each record includes both an image and a transcript of the original source material. Transcripts may include occupation, year of birth, the year they departed, their destination, and the ship they sailed on. Depending on the type of document, images of the original records may include additional details such as marital status, former residence, and nationality of settler.
Britain – Emigration Records to Barbados
Britain, early emigration to Barbados is another collection from Findmypast, centering on your British ancestors who left for a settlement in Barbados between 1678 and 1715. With over 20,000 assorted documents, this collection includs baptisms, burials, censuses, landowner lists, and more.
Each result provides you with a transcript and image of the original record. Transcripts may contain name, birth year, age, and parish as well as the nature of the event that was being recorded and the date. Depending on the type of document, images of the original records may also include additional details such as fathers’ names or information pertaining to other North American colonies such as the colonies of Rhode Island and Connecticut.
Britain – The Royal African Company Records
Britain, Royal African Company, 1694-1743 is a collection of over 55,000 records to uncover the details of those on board the Royal African Company’s ships to and from Africa as well as the names of those who lived and died at company forts. These Findmypast records came from The National Archives T 70 series,Company of Royal Adventurers of England Trading with Africa and Successors.
The Royal African Company was a mercantile company from 1660 until it was dissolved in 1750. It was first incorporated as the Company of Royal Adventurers Trading to Africa before being reconstituted in 1672 as the Royal African Company of England. You may find the name of one of your British soldiers who traveled with the company among these records.
Australia – Census Substitutes
Over 1 million new records have been added to the Findmypast collection of Australia Electoral Rolls. The new additions cover Queensland and Tasmania. Electoral rolls are lists of names of those eligible to vote and can be used as a census substitute.
Previously, the Rolls existed as simple PDF searches that could only be accessed separately, state by state. Now, they are fully transcribed and placed into one central collection. This makes searching for your Australian ancestors easier and now you can search across all 12.6 million of these census substitutes at once. The entire collection covers New South Wales, Queensland, South Australia, Tasmania, the Northern Territory, and Western Australia and spans the years 1860 to 1959.
United States – Wisconsin – Newspapers
The University of Wisconsin-Milwaukee has digitized their entire collection of the student newspaper, The Post, to mark the 60th anniversary of the paper’s founding. These newspapers cover 55 years and are exclusively online at UWM website.
The newspapers can be searched by decade, name or keyword, and date. Some of the stories are fun and lighthearted like the Sept. 26, 1956, story on the “coed” who was crowned “Alice in Dairyland” after earlier being voted a “datable doll” at a campus carnival. Other stories include a 1975 article dealing with campus safety and parking. Lastly, you will also find more politically charged articles dealing with marijuana use and legalized abortion.
More on Emigration Records
Our own Sunny McClellan Morton has just what you need to learn more on researching your ancestors’ emigration travels. The English Genealogy Guide: Researching Emigrants to Australia, India and South Africa is available from Family Tree Magazine as a downloadable PDF. And, read our blog post titled Emigration Records With an E: When Your Ancestors Left the Country, by Lisa Louise Cooke. You will be amazed at how much there is to learn about emigration…with an “E”!
The newest genealogy records to hit the Internet are exciting because of the wide range subjects they cover. Peruse these carefully because there just may be a genealogy gem waiting just for you!
New and Updated Free Records from FamilySearch
The newest additions to the FamilySearch collections are global in their reach, and best of all they are free. Here’s the latest:
Obituaries are a staple of genealogical research. Here’s the latest from the folks at Ancestry:
“Ancestry® updated its collection of US obituaries by combing through millions of digital obituaries to key names, relationships and other facts so members can now easily search these records with just one click.
This initiative first announced at RootsTech uses new sophisticated artificial intelligence technology.
The new Newspapers.com Obituary Collection and the upgraded Ancestry U.S. Obituary Collection will expand Ancestry’s unparalleled historical record collections that enable people around the world to uncover their family history, spark their own journey of discovery and inspire meaningful conversations.
Obituary collections include over 262 million worldwide obituaries and death announcements with almost 1 billionsearchable family members
US Obituary Collection, 1930-Current search is the world’s largest, searchabledigital archive, now includes 4x more searchable family members
Newspapers.com Obituary Index includes facts from nearly 200 millionNewspapers.com obituaries
Newspapers.comis the largest online newspaper archive, with over 525+ million pages of historical newspapers, including obituaries, from thousands of printed newspapers across the United States and beyond.
Members with an Ancestry All Access or Newspapers.com Basic subscription have a 1-click option to view the full obituary on Newspapers.com. Some images may require a Publisher Extra subscription as certain newspapers require additional licenses to view their content.”
From the State Archives of North Carolina blog comes a very interesting addition ton an existing Civil War digital collection:
A selection of 12 volumes from the Soldiers’ Home Association have been added to the Civil War digital collection. These volumes document the history of medical care for veterans and the elderly around the turn of the 19th century.”
“These volumes provide recorded information on veterans’ military service, illnesses or injuries that might not have been recorded elsewhere. Some volumes include patients’ requests for their burial and funeral wishes. The volumes included are listed below:
Discover your Scouse ancestor’s address, occupation and who they were living with in 1801. Findmypast now offers over 13,000 new and exclusive early census records. Don’t miss the images because they provide additional information about your ancestor’s abode.
The 1801 census was the first official census to be carried out in Britain. It estimated the population of England and Wales to be 8.9 million, and that of Scotland to be 1.6 million.
The 1801 census comprised two parts:
the first was related to the number of people, their occupations, and numbers of families and houses.
The second was a collection of the numbers of baptisms, marriages and burials, thus providing an indication of the rate at which the population was increasing or decreasing.
Over 75,000 new records covering 52 parishes across the Cornish peninsula are now available to search at Findmypast.
These transcripts reveal 5 key pieces of information:
when your ancestor was buried
where your ancestor was buried
their age at death,
residence
and relatives’ names.
Click here to search the Cornwall Burials collection.
Kent Burials
And finally, Findmypast has added 12,000 new records to their collection last week. The majority of these new additions cover Swanscombe municipal cemetery and will reveal where and when your ancestor was buried as well as the names of their spouse and father. Click here to search the Kent Burial records.
New Records Coming Soon
Recently announced on the University of Georgia website:
“Through a new partnership with Google, about 120,000 of the Libraries’ 4.5 million volumes will be digitized, allowing further access to literary, historic, scientific and reference books and journals through UGA’s library catalog as well as one of the largest digital book collections in the world.”
“In addition to more modern materials that will be available for preview online, other examples of volumes available in full text include shipping registers from as far back as 1764 and Atlanta city directories dating back to 1870.
The project also advances a longstanding effort to provide digital access to state and federal government publications, and free digital access will be available to works by Balzac, Sir Francis Bacon, Robert Louis Stevenson, Thomas Hardy and other historically significant authors, thanks to UGA Libraries.”
Did one of these new and updated digital genealogy collections deliver what you’ve been waiting for? Please share your discovering in the Comments below. And click here to subscribe to the free Genealogy Gems newsletter to receive all the latest in new and updated genealogy records for your family history.
Over 1 million new records have been added to the Findmypast collection of 
Our own Sunny McClellan Morton has just what you need to learn more on researching your ancestors’ emigration travels. The English Genealogy Guide: Researching Emigrants to Australia, India and South Africa is available from Family Tree Magazine as a downloadable PDF. And, read our blog post titled 
