AUDIO PODCAST SHOW NOTES: Finding the maiden names of your ancestors can be challenging, but with the right research strategies they can be found. Author Shelley Bishop joins me in this episode to discuss 12 strategies for finding elusive maiden names of female ancestors. Then I’ll cover additional resources to help you track down the records.
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Marriage records are the natural place to begin. “Marriage records don’t exist for all times and all places. So, as you go back further in time, you may find that there aren’t really marriage records. But if there are, that is going to definitely be the first place you want to look.”
“Most marriage records could have been created at the local level. More recent ones can often be found at the state level. And they will usually say the woman’s maiden name. And there can be other clues if it doesn’t state it.”
Resources: Lisa recommends the following videos and downloadable cheat sheets,
“Family sources can be amazing. You might find mention of a woman in a diary or letters. Letters might expose relationships and names that you weren’t aware of, or places that you weren’t aware of.
It’s also important to talk to some family members who might know a little more or who might have some of these family materials and keepsakes that you could look at. Ask them if they’d be willing to talk with you and maybe you can copy some of their things. That’s a great way to get started.”
“When there isn’t a record of a civil record of a marriage, there could still be a religious record of a marriage. Check church records. See what church records existed for that time and place and determine where they might be held. That can change over time. There’s a lot of different places.
You might look at the baptism records of children, because those will often state the mother’s maiden name. Again, these are church records. So, there’s a variety of church records that can help you.”
Church records often go a lot farther back than the civil records. “If you’re lucky, they can go quite far back. In the Pioneer days, sometimes a traveling preacher would keep his or her own records, and some of those little journals have been discovered and published. So, you can even find those!”
“Children’s vital records can be great. We’re looking for birth records of children to see if they exist. The marriage records of children sometimes will state the mother’s maiden name, which is a real find. And the death records of a child may also state the maiden name. Those things are really worth checking out.
Be sure to look for records of all of the woman’s children, not just the one that you’re descended from. You want to look at all of the children that she had, even if they are by a different husband, because you just never know what you might find there. And if she had a child who died young, which is a sad situation, that record may give the mother’s maiden name.
You mentioned looking at all the different children. I know for me and some of my families, I find that different children, whether they were born earlier or later in the woman’s life, sometimes that surname kind of looks a little different on some of those. The reason to look at all of them is the possible variations in the spelling of the surname. Sometimes the children weren’t exactly sure how this surname was pronounced or spelled. They just knew it was sort of like something so you will get variations. When you find those, just compare them between the different records and be generous in your search and try different variations when you’re conducting searches.”
Strategy #5 Death Records
“…both the death record of the woman herself, of course, but also, death records of the children, and death records of her husband or husbands. They could provide her maiden name.
And you might find someone else who is associated with her. I can’t overstate the importance of doing whole family research, because women relied on other people in their lives. They relied on men, especially. So that could be her brothers-in-law, her husband(s), her father while he was alive, and so forth. Those death records are something you’re going to want to explore for everybody that you think she might have been associated with, or that might have been related to her.”
Strategy #6 Cemetery Sources
“…both the death record of the woman herself, of course, but also, death records of the children, and death records of her husband or husbands. They could provide her maiden name.
And you might find someone else who is associated with her. I can’t overstate the importance of doing whole family research, because women relied on other people in their lives. They relied on men, especially. So that could be her brothers-in-law, her husband(s), her father while he was alive, and so forth. Those death records are something you’re going to want to explore for everybody that you think she might have been associated with, or that might have been related to her.
“Census records can help in a lot of ways. Especially if the woman is widowed. Later in life, she might be living with an adult son or adult daughter in the home of a son-in-law. That is a great way to find somebody. If you find a woman living in old age in with a man whose name you don’t recognize, and then some another person that could be a daughter, that’s really worth investigating.
Likewise, if the woman herself died young, her children may have been taken in by her parents or her sister or someone like that. You may find if she died at age 36, you may find her children living with her parents in another census record.”
Resources: Lisa recommends checking the FamilySearch Wiki to identify available census records, both federal and state. On the home page, click North America, and then select the state. In the Wiki Topics box on the right side of the page, look under Record Types and click Census.
“Again, depending on the time period and the locality that you work in, you’ll want to look for marriages and announcements, which can vary anywhere from just a short little social note to long, elaborate marriage announcements. Those will almost always say the full name of the bride.
You can also look for Golden Anniversary announcements. If they’ve been married a long time and had a 50th anniversary, a lot of times, they’ll give a whole rundown of when and where they married and their parents. Sometimes they’ll even name their parents. And they’ll talk about people who attended the anniversary party, which could be her siblings with the maiden name.
And the other things are social notices. If they went out of town to visit relatives with the maiden name or something like that, you might find that.
And of course, there are obituaries. It may include not only of the woman and her husband, but also their children. Anyone mentioned that you think might have been related is worth looking into.
And I know you’ve done a lot of work on newspapers. Your book is a great guide to using newspapers. ”
“Those would include things like old county and town histories where they might talk about the early settlers of a region, and the first members of the early churches. A lot of times you’ll find women’s names in there. You’ll also sometimes find a biographical sketch could be of her husband, her son or her grandson, and that could be in a far distant city and state than where she lived.
Published family histories are another place to look. A lot of times they will give the maiden names of women who married into the family.
You also have online family trees, which have to be taken with a little grain of salt because they’re not always as well documented as we’d like them to be. We have to be kind of careful about just accepting what they say. But that’s true for all published resources. We also have to verify that information. You will definitely want to do additional research to either confirm or refute the information.”
“A woman’s status when she was married historically, she was a feme covert. She was literally covered by her husband’s care. And she could not make any court decisions or any financial arrangements, or anything like that, in her own name. Her husband was in charge of all of that for her.
When she was widowed, then she could take care of her own affairs. So, you might want to look at estate records of her possible father, and those will usually name both her husband and her in these estate records. Did they receive property? Were they named in a will? And so forth, like that. You will often see a woman named with her husband in estate records.
Guardianship records could have been created if the woman died while her children were still young. Guardianship was done to protect the property of the children against other people who might come later and try to claim that property, including a woman’s future husbands.
Divorce records may be found if the woman got divorced. You will often find her maiden name there because they will go back to the original marriage.
Strategy #11 Deeds
“You can occasionally find maiden names and deeds. And sometimes if you can’t find the maiden name, at least you can find good clues there. Again, if her she had a father or widowed mother who died and left property, sometimes there’s not a will. And sometimes there’s not a probate or an estate file. In that case, you want to check the deeds, because if they own property, it might have just passed down to the children without going through the courts. And if that’s the case, then the children had to decide how to divide up the property or they had to liquidate it. And so often, some of them would sell their shares to another one. Or they might also sell their shares to a third party. So, you want to look in the deeds, and these are called Quitclaim deeds, because the person is quitting, basically giving up their claim to their fair share of the property. So, if you find a deed that has that word, Quitclaim in it, that’s a good indication that that there are other people who are invested in that property, who also have interest in it. You might be able then to find those people and find out how they’re related. And then, who owned the property that they are now dealing with.”
Strategy #12 Military Pension Records
“If your mystery woman was married to someone who served in the Revolutionary War, the War of 1812, or the Civil War, you want to check to see if either the soldier or his widow applied for a pension after the fact. Those pension records can be a goldmine! You can learn so much from them. They’re really interesting to read!
There are indexes to those, and I talk about where to find those in the article. And you can look for them. You can order the entire file from the National Archives, or sometimes those files now have been digitized. Look through them and see what you can find. In some cases, they will lay out exactly the woman’s maiden name, when she was married, the names of her children and their ages.”
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Follow these tips to identify old cars in photographs from your family albums. You can often identify the make and model of the automobile; decipher and date the license plates, and even discover additional documents relating to the earliest drivers on your family tree.
Image courtesy of Jennifer McCraw
A listener’s mystery photo question
Many of us have mystery photos in our family archives. Jennifer sent me a creative question about identifying hers:
“Have you ever come across any information on searching old license plate tag numbers to find an identity of the registrant? I have old photos that, according to my aunt, are the family of my grandmother’s boyfriend, Max, before [she married] my grandfather. The photos are amazing. Very ‘Great Gatsby-esque.’ Amazing clothes and car, right?! One photo has a smiling man standing in front of an old car with a portion of the license plate showing. I do not know the identity of this man or children. I’m thinking start with searches for plates beginning with 109 in the years before my grandmother was married in the state of Indiana, where she and Max lived.”I didn’t know if I had a ‘lead’ in that or not. I may be pulling at strings. I’d love your advice.”
What a great idea! I haven’t tried Jennifer’s exact approach to researching license plates as a way of identifying owners. But I have a similar story about researching an old car in my own family photo. My story, below, may help Jennifer and anyone else wanting to identify old cars in photographs. Keep reading for tips on researching the make and model of a car; deciphering the license plate to help date the photo and even on finding early drivers’ records. Owning a car was (and still is) a source of pride and excitement for many families, so it’s really worth taking a closer look at their cars in old pictures.
An old car photo in my own family
Here’s a photograph I love of my grandmother Alfreda as a teenager, beaming as she poses beside the newly purchased family automobile. In her diary, she divulges her excitement for the surprise she came home to after church:
Oct. 21, 1929 Sunday. “Went to Sunday school and when I got back there was our new car waiting for me. Willy’s Knight. I drove it all around, went and gave Evelyn a ride. Made Mama mad.”
This diary entry piques my interest. What year was this? Where did the car come from? What’s a “Willy’s Knight?” And if Mama got mad, who gave Alfreda the keys? I suspect Alfreda may have been a bit of a Daddy’s girl, but alas, this photo may not be able to reveal that family dynamic. However, the photo does contain important clues that has helped me answer at least a few of these questions.
1. Identify old cars in photographs
Before you start trying to identify an old vehicle in a family photo, it will help to know whether it’s categorized as a veteran, vintage, or classic car. What’s the difference? According to ItStillRuns.com:
“Veteran cars were manufactured before 1903, vintage cars were made between 1903 and 1933, and classic cars are considered to be vehicles manufactured from 1933 until fifteen years ago.”
With these categories in mind, visit websites that can help you identify old cars by providing descriptions and pictures of various makes and models. Two sites I suggest are Hubcap Café.com: Collector Car Resources and a Flickr group called Vintage Car Identification. (This second one is for the truly stumped because you can submit a photo that car enthusiasts from around the world could help you identify.)
I already knew from Grandma’s diary that the car in the above picture was a Willys Knight. But I wondered if I could nail down the make and model. I ran a few Google searches and found some fantastic websites.
Paul Young’s Willys Overland Knight Registry website had just what I was looking for. The site features dozens of photographs of all the different makes and models of Willys Knight automobiles in chronological order. So I scrolled down to the late 20’s and compared each photo to the photo of my great grandfather’s car. Bingo! The 1928 Willys Knight 70A Cabriolet Coupe America matched the car to a T. Everything from the convertible roof, the headlights, bumper, and side view mirrors all matched up.
From there I clicked on the Willys Knight History link, which led to not only a written history of Willys Knight but a chart of Willys Knight Specifications. A quick scroll down led me to the specs for Grandpas 1928 70A series car. I learned that great-grandpa’s car was introduced in August of 1927 for the starter price of $1,295. (Here’s a free online inflation calculator. Try plugging in 1927 and $1,295 to find out what the car would cost in today’s money.)
I also learned that the car was a 6-cylinder, as well as specs on the horsepower, the wheelbase, and even the range of serial numbers that the car would fall within. This website was jammed packed with everything you could ever want to know about the Willys Knight car. (If you’re interested in chatting with others about Willys Knight cars, you could also visit this site’s Facebook page.)
Family Photo Detective by Maureen Taylor is your ultimate guide to identifying old objects in pictures to help you learn more about your family history.
In Family Tree Magazine a few years ago, I read an article called “Motor Trends,” written by my friend Maureen Taylor. She said that said that by 1918 all states had adopted license and registration laws. It recommended that you look for a license plate in old photos. License plates often have a year on them and possibly even the owner’s initials.
Unfortunately, the license plate in my photo is so dark I couldn’t read it at all. My guess is that this is probably the situation in many cases when someone has a photo of a car. So here’s what I did to solve this problem:
I opened a digital copy of the photo with the basic photograph editing software that came with my computer.
I cropped the photo to just show the license plate and then zoomed in to make the image as large as possible.
I increased the brightness of the photo and adjusted the contrast. Often when you play with these two features, adjusting first one and then the other, you’ll get pretty good results.
The final touch was to apply an auto-sharpening tool which defined the image even more.
As you can see in the “before and after” images below, what once was a blob of darkness now read: 2L 67 24.
There was something printed under the license number, but I still couldn’t quite read it. It looked like CAL 29, which would make sense because they lived in California and the year they bought it was 1929. But I couldn’t be certain. So I ran a Google search for “old California license plates.”
Several websites proved interesting for learning more about old California license plates:
For example, I learned that California has required license plates since 1905. In that year, there were over 17,000 registered vehicles in the state. I found a replica 1929 license plate that read “CAL 29” across the bottom of it. Just what I’d thought mine said! And thanks to WorldLicensePlates.com, I was even able to determine that the license plate in my black and white photo had a black background and orange lettering.
What about the license plate in Jennifer’s photo? Only a partial plate is visible, but it’s enough to compare to images of Indiana license plates at WorldLicensePlates.com:
identifying old license plates
Jennifer can take several important clues from this comparison:
It quite a dark plate with very light numbers. Even though it’s a black and white photo, based on the contrast, I think the license probably doesn’t have orange in it. (Eliminate 1929, 1930, 1931, 1935)
There is no dash between the first 3 numbers and the next set (eliminate 1929)
The style is more of a Sans Serif font (we can eliminate 1929, and 1930)
Indiana appears at the bottom (eliminate 1931, 1933, 1935)
From these clues, I’d say that the 1932 plate is certainly the closest match.
3. Find records relating to early drivers
California state statutes of 1901 authorized cities and counties to license bicycles, tricycles, automobile carriages, carts, and similar wheeled vehicles. Owners paid a $2 fee and were issued a circular tag. Later, tags were either octagonal or had scalloped edges.
Motor Vehicles Records
So this got me curious. Could I access records associated with my great-grandfather’s license plate and automobile registration? Typically states move records of this age to their state archives. I started by Googling California State Archives. The Online Archives of Californiahas a searchable database that includes the state archive holdings. The online catalog has motor vehicle records (61 volumes!) for the first several years they were issued (1905-1913).
A description in the online finding aid stated: “Motor Vehicle Records, 1913 transferred those functions from the Secretary of State’s office to the Department of Engineering.” There are actually two clues here: 1) the phrase “motor vehicle records” is what I likely want to use when searching for records, and 2) the office that likely kept the records for my time period (1929) was the Department of Engineering. A followup search using these search terms got 13 results. Unfortunately, none of these records included 1929, and an email inquiry to the State Archives wasn’t fruitful, either. But this showed me that driver registration records may exist.
ArchiveGrid
So may other driving-related records. I did several searches in ArchiveGrid, an enormous online catalog for archival collections. No California motor vehicle registrations popped up. But I did find a collection of 1928 maps and guidebooks for the Automobile Club of Southern California, held at the Brigham Young University library in Provo, Utah. There was also a collection of thousands of images collected by the Automobile Club of Southern California (mostly in the 1920s and 1930s) at the Huntington Library in San Marino, CA.
If I really wanted to learn more about the early-1900s “sport” of automobile driving in California, I could spend some time with record collections such as those.
Does this discovery change the course of my family history? No. But it was a heck of a lot of fun to learn what I did about the oldest automobile I’m aware of my family owning. It’s exciting to discover these little gems: they connect me to the past in such an interesting way. Even better, it gave me something to share with my husband, Bill, who loves old cars!
Bill
Learn more!
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Hear inspiring stories and learn hands-on, try-it-now strategies for discovering your family history in my free Genealogy Gems Podcast. There are more than 200 episodes to get your genealogy motor running, with a new episode published each month. You’ll find the latest news, try-it-now online search strategies and inspiring stories to keep you on the road to genealogy research success.
AUDIO PODCAST SHOW NOTES: Food has always been at the center of family life, so if you want to know more about your family’s history, a logical and tasty place to start is with your family’s culinary heritage. The food they ate and the recipes they cooked can actually tell you a lot about them, and my guests today can help you uncover those stories.
My guests in this episode:
Ashley Covelli is the food photographer, recipe developer, and culinary instructor behind the website Big Flavors from a Tiny Kitchen.
Lisa Lisson is the genealogy researcher behind the Are You My Cousin? YouTube channel.
Together they produce and host Passing the Plate, a podcast that explores the intersection of family history, cultural heritage, and culinary traditions.
Listen to the Podcast Episode
To Listen click the media player below (AUDIO ONLY):
SHOW NOTES
Documenting Family Recipes
Ideas for documenting the recipes of family members:
Go to the store together to shop for the ingredients.
Cook side by side.
Take detailed notes.
Feel it, taste it, and document those details.
Have them scoop the amount needed into an empty bowl so you can measure for exact measurements.
Note sensory indicators. (What it should look and smell like.)
Be very curious about everything going on!
Record video of them cooking.
Sharing Recipes
Update the recipes so that they can be enjoyed by modern cooks.
Consider updating recipes to accommodate various dietary restrictions.
WRAPUP: Action Items
Digitize and organize family recipes and recipe-related materials.
Reach out to other family members to gather additional information and memories about family recipes and culinary traditions.
Experiment with modernizing and adapting traditional family recipes to make them more accessible for contemporary home cooks.
Explore opportunities to share family recipes and culinary heritage.
Passing the Plate podcast episodes recommended:
#34, 35, 36, and Lisa’s grandmother’s cornbread recipe episode.
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Premium Episode 159 This episode is all about discoveries. Highlights include: Inspiring family history discoveries on YouTube, in new online genealogy record collections and at a Family History Center in California; Suffragette records and stories discovered by one...
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.)
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