Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.
Originally published 2009 Republished January 21, 2014
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Connecting with someone who knows about our ancestors can really boost our research results—and even create new relationships among living kin. But it’s not always easy to send that first email or make that call.
In today’s episode we talk about the skill of “genealogical cold calling.” Relationships are key to genealogical success and by following 14 genealogical cold calling strategies you will find your research relationships multiplying. We’ll chat with my cousin, Carolyn Ender, who has conducted hundreds of telephone interviews. She has a knack for quickly connecting with folks she doesn’t know over the telephone in ways that put them at ease and bring to light the information that she’s looking for.
But first, we do some follow up with an email from a listener about family trees. Then, I share a little story that puts into practice what we’ve learned so far in this podcast series.
14 Steps to Genealogical Cold Calling Success
#1. Identify the person you want to call.
#2. Locate the person’s phone number. Below are some great websites for locating people you don’t know. The list is updated from the one given in the show. And Whowhere.com now has an app for Android, iPhone and other mobile devices. Check it out
Don’t forget to search the entire metro area, not just one city. Try just searching their first name particularly if it’s not a really common first name. Try and track down their number through other relatives or researchers. If all else fails consider posting on a message board for the surname
#3. Prepare ahead for making the call.
Every tough job gets just a little easier when you do your homework first. Follow these tips:
Take into account a possible difference in time zones.
Choose a time when you are not too rushed
Do a brief review of the family you are researching so it’s fresh in your mind
Make note of specific questions you would like to ask.
Have your genealogy software program open or your written notes at your fingertips.
#4. Get up the “nerve” to call.
Remind yourself how valuable this person’s information could be to your research. If he or she is quite elderly, remember that none of us will be around here forever so you need to make the call today! Say to yourself: “I can do this. This is important!” And be positive and remember, all they can do is say “no thank you.”
#5. Introduce yourself.
Give your first & last name & tell them the town and state where you live. Then tell them the family connection that you share, and tell them who referred them to you or how you located them before launching into why you’re calling or what you want.
#6. Overcome reluctant relatives.
Be ready to share what you’ve learned, and to share your own memories of a relative that you have in common. Mention something of particular interest in the family tree that might pique their interest.
If they are very hesitant you could offer to mail them some information and offer to call back once they’ve had a chance to look at it. That way they can sort of get their bearings too.
#7. What to do during the call
You’ll want to take notes during the phone call. Try a headset which will help to free up your hands for writing. Handwriting is preferably over typing.
Take the opportunity to not just get new information but also to confirm information that you already have–just to make sure it’s correct.
If you have a way to record the call, you don’t have to take notes and focus all of your attention on the conversation, and then transcribe the recording later. If you want to record, ask permission: in some places, it’s illegal to record a conversation without permission and it’s common courtesy to say you’re taping them. But it might put off a stranger; perhaps taping could wait until a second call.
#8. Leave a detailed voice mail message if there’s no answer. Stateyour name and that you would like to talk with them about the family history. Leave your phone number and tell them that you will call them back. Consider leaving your email address and suggesting they email you with a convenient time to call back.
Be sure and keep track in your genealogy database each time you call and what messages you leave. Having a log of calls and voice mail messages you’ve left will help you keep track.
#9. “Must-ask” questions.
“Do you or anyone else in the family have any old family photographs, or a family Bible?
(Reassure the person that you would only be interested in obtaining copies of any pictures or mementos they might have.)
“Do you know anyone else in the family who has been doing family research?”
“May I have your permission to cite you as a source in print in the future?”
“Is it OK with you if I keep in touch from time to time?”
#10. Wrap up the call.
Ask for their mailing address and email address.
Offer to give them your address and phone number.
Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
#11. Document the call.
Sit down at the computer or your notepad right away and make detailed notes about the phone conversation while it’s fresh in your mind. Include the person’s name, address, phone number and date of conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. At the bottom of the page list the ACTION items that come to mind that you want to follow up on based on the conversation. Enter their contact information into your genealogy database as well as your email contact list.
#12. Enter new information Into your genealogy database.
This is a must. Do it right away while it’s on your mind.
#13. Create an action item list.
Create action items based on what you learned. Ask yourself “What are the logical next steps to take considering what you’ve learned through this interview?” The call is not the end result, it’s a step in the research process, and it can really help to make this list now, and while it’s fresh in your mind.
#14. Follow up.
Send the person a written note or email thanking them for taking the time to talk with you. If the person mentioned that they would look for pictures or would look up something in a family Bible etc., mention in your note that you would still be interested in anything they can help you with and that you would be glad to pay any copying expenses, postage etc. Offer to provide copies of your information or copies of pictures you have etc. You never know: they might catch the genealogy bug and become your new research partner!
Next, put their birthday on your calendar and send them a card on their next birthday. It’s another way of keeping the connection going and expressing that you really do appreciate all their help. Try this service: Birthday Alarm.
Occasionally make a follow up call to check in and see how they are doing, share any new family items she’s come across recently, and ask if they have they heard or found anything else.
You’re invited to join Lisa Louise Cooke for a Roswell, NM genealogy seminar. “Solving Family History Mysteries with Lisa Louise Cooke” will be held on Saturday, October 21, 2017 as the Wilson-Cobb History and Genealogy Library Annual Workshop. Please come!
Roswell, NM Genealogy Seminar with Lisa Louise Cooke
The Wilson-Cobb Library in Roswell, New Mexico is hosting Lisa Louise Cooke for an exciting, informative all-day workshop that will help you solve your family history mysteries! Here’s what’s happening:
What: Solving Family History Mysteries with Lisa Louise Cooke Where: Roswell Civic and Convention Center, 912 N Main St, Roswell, NM 88201 When: Saturday, October 21, 2017, 9:00 am – 4:00 pm (On-site registration opens at 8:30 am) Hosted by: Wilson-Cobb History and Genealogy Library Registration:Click here for more information and to register Bonus: Snacks, beverages and a catered lunch will be served. (Donations gratefully accepted for lunch.)
If you haven’t registered ahead of time, plan to be there at 8:30 am for onsite registration. At 9:00, Lisa will start teaching the day’s class lineup:
Google Tools & Procedures for Solving Family History Mysteries. In this session, we will walk through the process, provide you with the tools, and wow your socks off with real-life examples of Googling success. You will leave this class inspired to revisit using Google for your online searches, and armed with the latest strategies to do so successfully. Not everything is online by any stretch, but even offline sources are more efficiently discovered and accessed when you start online. And the fastest and most effective way to locate online data, whether it resides on a university website or the blog of a distant cousin you’ve never met, is Google!
Update: Google! Everything New That You Need to Know for Genealogy. Google continues to evolve and change every day. In this session, Google Guru Lisa Louise Cooke will give you an update on the most recent Google changes. Then she will unleash advanced search strategies for genealogy that you probably aren’t using, but are ‘must-haves’ in order to get the best results possible. Here are tips and tricks you can put into practice right away.
How to Reopen and Work a Genealogical Cold Case. Become a genealogical detective in this vital session. You’ll learn to track ancestors like a criminal cold case detective, sniffing out holes in your research and getting missing information on the record with cutting edge technology.
Google Search Strategies for Common Surnames. Discover tips and tricks to find your ancestors with common surnames and surnames that double as common words in the English language with Google. Learn how to weed out irrelevant search results to save time and get to what you want faster. Then save and automate your searches to run for you! You’ll not only improve your searches, but also improve the chances that the information you post online will be found by other genealogists facilitating collaboration!
Don’t miss Lisa’s Google tips!
Solve more family history mysteries with Lisa Louise Cooke’s top-selling book, The Genealogist’s Google Toolbox (2nd edition). This “Google bible” for the genealogist tells you everything you need to know to master Google’s many powerful tools. Step-by-step instructions, clear illustrations and inspiring examples will teach you how to get the most out of Google searching (even for common surnames), Google Earth, Google Books, Google Scholar, Google Alerts, Google Translate and even YouTube.
Early American Ancestors Research Elevenses with Lisa Episode 33
Lindsay Fulton, VP New England Historic Genealogical Society (NEHGS)
In this episode we head back to 17th century New England with Lindsay Fulton of the New England Historic Genealogical Society and AmericanAncestors.org
Lindsay Fulton is with American Ancestors and New England Historic Genealogical Society where leads the Research and Library Services team as Vice President. She is a frequent contributor to the NEHGS blog and was featured in the Emmy-Winning Program: Finding your Roots: The Seedlings, a web series inspired by the popular PBS series “Finding Your Roots.”
Watch the video and follow along with the show notes below as we cover how to get started researching our early American ancestors. Lindsay will also provide her top genealogical resources.
Getting Started with Colonial-Era Research
During this period of American history, New England includes:
Connecticut
Maine
Massachusetts
New Hampshire
Rhode Island
Vermont
To get started in Colonial-Era genealogical research, Lindsay says the first thing you need to do is put your ancestors into an historical context:
When did they arrive in New England?
Where did they migrate to?
Significant dates and events at this time include:
The Mayflower’s arrival in 1620
The Great Migration: 1620-1640, with the peak years between 1633 and 1638.
The Civil War in England, which slowed migration.
Turn to the book The Expansion of New England, The spread of New England Settlement and Institutions to the Mississippi Rover 1620-1865 by L. K. Mathews. Published in 1909 this important book includes 30 to 40 historical maps.
More Resources for 17th Century American Genealogy Research
Book: Genealogists Handbook for New England Research, 5th Edition. Edited by Michael J. Leclerc. This book includes important detailed information on towns, cities, and states. It will help you determine where to look for records during a given timeframe.
Resources at the American Ancestors website
AmericanAncestors.org > Town Guides (Free)
AmericanAncestors.org/town-guides/ for New England
Early New England Finding Aids
Finding Aids provide a comprehensive list of all the available records for a person / family.
The first place to look for people settling in New England prior to 1700: New England Marriages Prior to 1700 by Clarence Almon Torrey. This book includes scholarship prior to 1962. Learn more about it here.
The next place to look: Founders of Early American Families by Meredith Colkert. Scholarship goes a little further than 1962 and ventures beyond New England. This book covers 1607-1657.
The next place to look: New Englanders in the 1600s, A Guide to Genealogical Research Published Between 1980 and 2010 by Martin E. Hollick. At the beginning of the book there is a key to all of the original sources. For example, TAG refers to The American Genealogist.
From Lindsay: “The thing about 17th century research, like a said at the beginning, the most studied people on the planet. So, don’t reinvent the wheel, don’t drive yourself crazy trying to find all of this information on your own. You have to stand on the shoulders of those who have come before you. There are all of these people who have done all this research before. Please look at first. Always look at with a little bit of hesitation because there’s always possibilities that mistakes were made. But at least take a peek at what’s already been done first!”
Colonial-Era Study Projects
The first example that Lindsay provided of a study project for early American ancestors is the Great Migration Study Project (searchable online database at AmericanAncestors.org)
Directed by Robert Charles Anderson, FASG
Started in 1988
Genealogical and biographical sketch for immigrants to New England from 1620 to 1640
Fourteen published volumes
Newsletter (bound versions available)
Tours and other educational programs
Searchable online databases
Published Volumes:
The Great Migration Directory, Immigrants to New England, 1620-1640
The Great Migration Begins: Immigrants to New England 1620-1633 (3 vols.)
The Great Migration: Immigrants to New England 1634-1635 (7 vols.)
The Pilgrim Migration: Immigrants to Plymouth Colony 1620-1633
The Winthrop Fleet: Massachusetts Bay Company Immigrants to New England 1629-1630
The Great Migration Newsletter, vols. 1-20
The Mayflower Migration: Immigrants to Plymouth, 1620
Those who are included in the study project:
If person appeared in a record
Direct or indirect implication of arrival
Appearance of an immediate family of a person known to have arrived
Genealogical and biographical sketch for those who married in New England from 1641 to 1700
Grouped by year of marriage
Two published volumes
Searchable online database
New sketches posted online
Who is included:
Using Clarence Almon Torrey’s New England Marriages Prior to 1700 as guide
Anyone who married in New England in this time period and included in Torrey
Compiled New England Genealogies
There are millions of compiled genealogies available for early American ancestors. Lindsay discussed three publications (available in book form) that are state specific:
Pioneers of Massachusetts 1620-1650 one of many book by Charles Henry Pope
New England Historical and Genealogical Register (published since 1847)
New York Biographical & Genealogical Record
The Mayflower Descendant
The American Genealogist
and more!
These can be searched on AmericanAncestors.org: Database Search > Select the Category Journals and Periodicals, and then scroll through all of the available items. They are fully searchable. You will be able to see the actual record. You can download and print the items.
Mayflower Research Resources
The Silver books and the Pink books done by the General Society of Mayflower Descendants. It’s looking at those passengers with known descendants. These are only available currently in book form. If you are interested in applying to the Mayflower Society, they accept these as original records. You can cite the pages. (Learn more about Mayflower related resources at American Ancestors.)
Mayflower Families 5th Gen. Desc.
Available at AmericanAncestors.org
Index of all the 5th Generation descendants,
their spouses and children
If you click Mayflower Families Fifth Generation Descendants, 1700-1880, it will take you to a search page where you can search by names and years, or search by volumes. It will bring up all of the available records.
General Society of Mayflower Descendants (GSMD) Membership Applications, 1620-1920
New – available soon. Only on AmericanAncestors.org
Contains all Mayflower Society Applications for applicants born before 1920. Approximately ~30,000 applications
All data indexed for each generation
Available to: American Ancestors & NEHGS Members, FamilySearch Affiliate members, and GSMD Members.
New England Genealogy Records
When doing New England genealogy research look for the following records:
Vital Records
Church Records
Cemetery Records
Probate Records Court Records
Town Records
Military Records
Notarial Records
Usually you’ll be looking at the town level. This is why you must know where your ancestors were living, and what the place was called at that time, and what the borders were.
Be sure to check out 17th-Century New England Research page at the American Ancestors website for more New England tips, tricks and strategies.
Answers to Questions about Early America Genealogy Research
You can schedule a consultation with an expert genealogist on staff at NEHGS.
Length: 30 minutes to 2 hours
Conducted over Zoom or over the phone. A recording is provided.
Contact: research@nehgs.org
Fee: $85 (members) or $105 (non-member)
More on Using the American Ancestors Website
Premium Podcast episode 177 (Genealogy Gems Premium Membership is required.) In this episode we explore the New England Historic Genealogical Society’s American Ancestors website with Claire Vail, Director of Creative and Digital Strategy for the New England Historic Genealogical Society.
Answers to Your Live Chat Questions About Colonial American Genealogy
One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.
From Susan W: Is there a source for Rhode Island? (I’m not sure if she was thinking about one particular resource you mentioned or generally. Perhaps she just needs a RI finding aid?) From Lindsay: Yes! American Ancestors-NEHGS has a fantastic guide to Rhode Island research, which you can access with a free guest membership here.
From Cindy A: What percentage of the items you showed would require a paid membership? From Lindsay: The majority of the databases shown are included as a benefit of membership with American Ancestors-NEHGS, but if you are interested in Colonial American genealogy, you should consider membership. We have hundreds of databases that will help you to discover more about your 17th and 18th Century ancestry. You can learn more about these databases (and books in the library) with a free guest membership.
From Sue M: What resource was Nathan Snow in. He’s related to my BATES family. From Lindsay: Nathan Snow was included in the American Ancestors-NEHGS database, Mayflower Families Fifth Generation Descendants, 1700-1880. This database supports the following searchable fields: First and last name, Year, Record type, Location, Family member names: Spouse, Mother and Father (where available), Keyword – for names in the lineage text of direct descendants.
From Kathy M: Excellent. Can you comment on both land inheritance (i.e. did it follow English primogeniture) and on best sources for finding 1600 female ancestors’ family names. From Lindsay: Alicia Crane Williams wrote a blog post about this entitled, Probate records: Part One, where she states, “for the most part, a testator could leave anything to anyone, unless they were dealing with colonies such as Virginia that followed the laws of primogeniture where all real estate was left to the oldest son. This did not apply in New England, although it was customary to follow the legal model of giving a double share to the oldest son. A legitimate heir who was left out of a will could potentially contest it in court, thus the bequests of one pound or one dollar to cover any claim that someone had been accidentally forgotten.” For more information about land inheritance in New England (and the U.S.), you should examine Wade Hone’s Land & Property Research in the United States. It is an excellent deep-dive into land records. As for female ancestors’ family names in the 1600s, I would recommend examining Torrey’s New England Marriages and Hollick’s New Englanders in the 1600s. Those are the two best places to start your search for the ladies in your family (I covered these in the episode too).
From Louann H: Suggestions for time period 1660-1776? From Lindsay: Many of the resources discussed during the presentation covered the 17th century, and would be your best bet for resources for 1660-1700. You can learn more about these databases (and books in the library) with a free guest membership. After 1700, there are few compiled resources similar to the Great Migration Study Project; however, you could start with a search of the American Ancestors-NEHGS Library catalog. We have thousands of published genealogies that may cover your family history in the first half of the 18th Century.
From Jane C: This has been wonderful, doing Mayflower research. What are Notarial Records? From Lindsay: Notarial records are a private agreement written by a notary in the form of a contract. Some of the most common ones are marriage contracts, wills, estate inventories, leases, and sales contracts. While they were not common record keeping practices in New England and New York, notarial records were plentiful in Quebec. You can learn more about them by watching our free webinar called Navigating Notarial Records in Quebec.
News You Can Use: Google Photos Update
Google Photos is currently the home of more than 4 trillion photos and videos of users around the world. According to Google, 29 billion new photos and videos are uploaded every week. They just announced that starting June 1, 20201 “all new photos and videos backed up in High Quality will count toward the free 15 GB of storage that comes with your Google account or any additional storage you may have purchased, the same way other Google services like Google Drive and Gmail already do.”
In that episode we discuss that “High Quality” is the slightly compressed version of images and videos and “Original” quality are full size, uncompressed images and videos. In the past you could upload “High Quality” for free.
All “High Quality” content uploaded before June 1, 2021 is exempt from counting against your storage. On that date they plan to launch a new storage management tool that they say will help you easily identify items you’re currently storing that you may want to remove if they are low quality or otherwise unwanted. This will help you reduce the amount of storage you use.
If you don’t want to pay for additional storage, here are some tips:
Use Google Photos as a tool for specific projects rather than a complete storage system.
Turn off auto-sync of your photos from your phone and other devices.
Carefully select and manually add images and videos.
