Episode 194 Free Podcast Episode
The Genealogy Gems Podcast
with Lisa Louise Cooke
This blast from the past episode comes from the digitally remastered Genealogy Gems Podcast episodes 11 and 12 (originally recorded in 2007). They are now interwoven with fresh narration and updated show notes. Topics include: Google Images; Top 10 Tips for finding Graduation Gems in your family history; Display your family history with an easy to create Decoupage plate.
Did you know you can use Google to help identify images, to find more images like them online, and even to track down images that have been moved to a different place online? Find these great Google tech tips in this episode, along with 10 tech-savvy tricks for finding an ancestor’s school records. You will also hear how to create a family history photo decoupage plate: a perfect craft to give as a gift or create with children.
This “blast from the past” episode comes from the digitally remastered Genealogy Gems Podcast episodes 11 and 12 (originally recorded in 2007). They are now interwoven with fresh narration; below you’ll find all-new show notes.
Google Image searches: Updated tips
Click here to watch a short new tutorial video on using Google Images to find images for your genealogy research.
Conduct an initial search using the search terms you want. The Image category (along with other categories) will appear on the screen along with your search results. For images of people: enter name as search term in quotes: “Mark Twain.” If you have an unusual name or if you have extra time to scroll through results, enter the name without quotation marks. Other search terms to try: ancestral place names, tombstone, name of a building (school, church, etc.), the make and model of Grandpa’s car, etc.
Click on one of the image thumbnails to get to a highlight page (shown here) where you can visit the full webpage or view the image. If you click View images, you’ll get the web address.
To retrieve images that no longer appear at the expected URL: Click on View image to get the image URL. Copy the image’s URL (Ctrl+C in Windows) and paste it (Ctrl+V) into your web browser to go to that image’s page. When you click through, you’re back in Web view. The first few search results should be from the website with the image you want. Click on a link that says “cache.” A cached version is an older version of the website (hopefully a version dated before the image was moved or removed). Browse that version of the site to find the image.
NEW Tip: Use Google Chrome to identify an image and find additional images showing the same subject, such as a place, person or subject.
From the Google home page, click Images.
In the Google search box, you’ll see a little camera icon. Click on it.
If you have an image from a website, insert the URL for that image. If you have an image on your computer, click Upload an image. Choose the file you want.
Google will identify the image as best it can, whether a location, person, or object, and it will show you image search results that seem comparable.
Click here to watch a free video tutorial on this topic.
GEM: Decoupage a Family Photo Plate
Supply List:
- Clear glass plate with a smooth finish (available at
kitchen outlet and craft stores) - Sponge craft brush
- Decoupage glue
- Fine paper-cutting scissors (Cuticle scissors work well)
- Small bottle of acrylic craft paint in a color you would like for the back
- A flat paintbrush
- Painter’s tape
- Brush-on clear acrylic varnish for a glossy finish on the back of the plate
- A selection of photos (including other images that complement the photos)
Assembling your plate:
- Lay out your design to fit the plate
- Add words if desired. You can draw directly on the copy or print it out and cut it to fit.
- Put an even coat of glue on the front of each photo. Don’t worry about brush strokes, but be careful not to go over it too many times which could cause the ink to run.
- Apply the photos to the back of the plate, working in reverse order (the first images placed on the plate will be in the foreground of the design). Glue the edges firmly. Turn the plate over to check the placement of images. Smooth using craft brush.
- Brush glue over the back of each photo.
- Turn the plate around so you can see the image from the front and work out the air bubbles.
- Continue to place the images until the entire plate is covered. Let it dry 24 hours.
- Use painters’ tape to tape off the edges before you apply the acrylic paint to the back of the plate. Paint the back and let dry. Apply a second coat. Let dry.
- Apply an acrylic varnish for a glossy finish on the back. Let dry.
Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. And it is in the works for RootsMagic to be fully integrated with Ancestry.com, too: you’ll be able to sync your RootsMagic trees with your Ancestry.com trees and search records on the site.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze.com/Lisa, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems.
GENEALOGY GEMS BOOK CLUB
Our current book is Everyone Brave is Forgiven by Chris Cleave. Follow the story of Mary North, a wealthy young Londoner who signs up for the war effort when the Great War reaches England. Originally assigned as a schoolteacher, she turns to other tasks after her students evacuate to the countryside, but not before beginning a relationship that leads to a love triangle and long-distance war-time romance. As her love interest dodges air raids on Malta, she dodges danger in London driving ambulances during air raids in the Blitz.
This story is intense, eye-opening and full of insights into the human experience of living and loving in a war zone and afterward. Everyone Brave is Forgiven is inspired by love letters exchanged between the author’s grandparents during World War II.
Video: Chris Cleave on the U.S troops coming to Europe in World War II
Click here for more Genealogy Gems Book Club titles
GEM: Top 10 Tips for finding Graduation Gems in your family history
- Establish a timeline. Check your genealogy database to figure out when your ancestor would have attended high school or college.
- Consult family papers and books. Go through old family papers & books looking for senior calling cards, high school autograph books, journals and diaries, senior portraits, fraternity or sorority memorabilia and yearbooks.
- Search newspapers. Look for school announcements, honor rolls, sports coverage, end-of-year activities and related articles. Updated tips and online resources:
Ancestry.com has moved the bulk of its historical newspaper collection to its sister subscription website, Newpapers.com.
Search your browser for the public library website in the town where your ancestor attended school. Check the online card catalogue, look for a local history or genealogy webpage, or contact them to see what newspapers they have, and whether any can be loaned (on microfilm) through interlibrary loan.
Search the Library of Congress’ newspaper website, Chronicling America, for digitized newspaper content relating your ancestor’s school years. Also, search its U.S. Newspaper Directory since 1690 for the names and library holdings of local newspapers.
FamilySearch.org online catalog
Contact local historical and genealogical societies for newspaper holdings.
- Consult the websites of U.S. state archives and libraries: click here to find a directory of state libraries
- State historical and genealogical societies. In addition to newspapers, state historical and genealogical societies might have old yearbooks or school photograph collections. For example, the Ohio Genealogical Society library has a large (and growing) collection of Ohio school yearbooks. Local historical and genealogical societies may also have school memorabilia collections.
- RootsWeb, now at http://www.rootsweb.ancestry.com. Check the message board for the county and state you’re looking for. Post a message asking if anyone has access to yearbooks or other school info.
TIP: Use Google site search operator to find mentions of yearbooks on the county page you’re looking at. Add site: to the front of the Rootsweb page for the locale, then the word yearbook after it. For example:
- Search for online yearbooks at websites such as:
- Old-Yearbooks.com
- Classmates.com
- Ancestry.com now has a large yearbook collection
Yearbookgenealogy.com and the National Yearbook Project, mentioned in the show, no longer exist as such
- US GenWeb at www.usgenweb.org. Search on the county website where the school was located. Is there anyone willing to do a lookup? Is there a place to post which yearbooks you’re looking for?
- Call the school, if it’s still open. If they don’t have old yearbooks, they may be able to put you in touch with a local librarian or historian who does.
TIP: Go to www.whowhere.com and type the school name in “Business Name.” Call around 4:00 pm local time, when the kids are gone but the school office is still open.
- ebay: Do a search on the school or town you’re looking for to see if anyone out there is selling a yearbook that you need. Also search for old photographs or postcards of the school. Here’s my extra trick: From the results page, check the box to include completed listings and email potential sellers to inquire about the books you are looking for.
TIP: Don’t be afraid to ask ? ebay sellers want to sell! And if all else fails, set up an ebay Favorite Search to keep a look out for you. Go to and check out Episode #3 for instructions on how to do this.
MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.
FREE NEWSLETTER:
Subscribe to the Genealogy Gems newsletter to receive a free weekly e-mail newsletter, with tips, inspiration and money-saving deals.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
The Best Way to Find Free Old Maps at DavidRumsey.com
Our ability to find our ancestors is rooted in two important pieces of information: the locations where they lived and the time frames in which they lived there. This means that old maps are essential to our genealogy research.
The good news is that there is an abundance of free digitized old maps available online. One of the best resources is the David Rumsey Map Collection website. There you will find over 100,000 free digitized historic maps. These maps span the globe and centuries. They are perfect for bringing geographic perspective to your family tree.
Elevenses with Lisa Show Notes
In this episode 36 of my free webinar video series Elevenses with Lisa I’ll show you how to navigate this ever-expanding free website. Watch the video and then follow along with the show notes in this article. Here you’ll find answers to questions such as:
- What’s the best way to find maps at David Rumsey’s map website?
- What is the difference between the search tools (Luna Viewer and MapRank Search)?
- What are the advanced search techniques for finding the old maps?
- How can I download maps at DavidRumsey.com?
- Is it OK to use the maps from DavidRumsey.com in my family history projects?
Rumsey Historical Maps in Google Earth
As we discussed in Ways to Use Google Earth for Genealogy (Elevenses with Lisa episode 12) there are approximately 120 Rumsey old maps available for free in Google Earth. You can find them in the Layers Panel under Gallery. Each map is already georeferenced as an overlay for you.
Click image to watch the video and read the article on ways to use Google Earth for genealogy
You can also create your own overlays in Google Earth using Rumsey Maps or digitized maps from other sources. I cover this step-by-step in chapter 16 of my book The Genealogist’s Google Toolbox.
Best Strategies for Finding Free Old Maps
Once you’ve exhausted the few hundred old maps in Google Earth, head to the David Rumsey Map Collection website. Rumsey’s collection includes over 150,000 map, over 100,000 of which have been digitized and are available for free on his website.
Copyright and Use Permission
You will probably be anxious to use these wonderful old maps in a variety of ways. The Rumsey website provides clear direction on copyright and use permission. Go to: DavidRumsey.com > Home Page > About > Copyright and Permissions.
The good news is that generally speaking, you are free to download and use the digitized maps for your own personal use.
The Best Way to View the Maps
There are several ways to view maps:
- The Luna Viewer: Browse and search 100,000+ maps
- The GeoReferencer: Help georeferenced maps, compare maps overlays
- MapRank Search: Browse & search 6000 maps by time & place
- Google Earth: 120 maps in the Layers panel, 140 can be added
- Google Maps: 120 maps included
- Second Life: View some in 3 dimensions and at a huge scale. Location: Rumsey Map Islands. Includes a welcome center with hundreds of maps, and a 600 meter tall map cylinder showing hundreds of maps.
- The Collections Ticker: Pop-out distraction!
- Insight Java Client: Downloadable workspace
Of this list, the best two tools to user are:
- The Luna Viewer: Browse and search 100,000+ maps
- MapRank Search: Browse & search 6000 maps by time & place
I will show you how to use each. Note that in these examples we will be using a computer to search the site rather than a mobile device or tablet.
The Luna Viewer: How to browse & search the maps
In the main menu under View Collection select the Luna Viewer. Under Luna Viewer click the Launch Luna Viewer button.
The Luna Viewer at David Rumsey Map Collection
Tips for keyword searching:
- In most cases it helps to start with a fairly broad search to see the full range of available maps
- Be cautious with abbreviations. “MN” does not return “Minn” or “Minnestota”.
- Advance search provides you with the use of full Boolean operators like “and,” “or,” “greater than,” “contains,” and others.
- After a search, to return to the full collection, click on “show all” under the search button.
Let’s look at an example of using the keyword search in tandem with the Refine column. If you search for New York City, you will be searching all of the data associated with the maps. Since many maps may have been published in New York City, you will likely see many maps for other areas. You can improve this search by going to the Refine column and under Where clicking on New York City.
The Refine column will show you the first five options in each category (What, Where, Who, When). Click More to reveal all of the additional refining options in that category.
Click More to see all refining options in the Luna Viewer
From the returned results, click a map to view it.
You can select multiple items in the Refine column to filter more narrowly. Remove a filter by clicking it under Remove at the top of the Refine column.
Like genealogical records, old maps may include several pages. Look above the blue BUY PRINT button to see the number of Related maps. In my example of a map of the 1939 World’s Fair in New York City, there were two map pages available. Click Related to display all of the available pages.
Click the Related link to view all related map pages.
DavidRumsey.com Advanced Search
The Advanced Search feature can be found in two locations:
- Inside the search box – click your mouse in the box and select Advanced Search from the drop-down list
- At the bottom of the Refine column on the left side of the screen.
Advanced Search gives you more control over how you search. Let’s look at an example by searching for Sanborn fire insurance maps.
Searching for Sanborn Fire Insurance Maps
The David Rumsey Map Collection website includes many Sanborn Fire Insurance maps. These maps were created for insurance purposes and provide an incredible amount of detail about individual buildings and dwellings in a given neighborhood.
I recommend using the Advanced Search feature to search for these maps. This is because over the years the name of the company as publisher changed.
How to Find Sanborn Maps:
- Click on Advanced Search at the bottom of the Refine column
- In the “find all of these words” section, click Fields and select Publisher
- Type in Sanborn
- On the results page, go to the Refine column and Who click More
- There are at least six variations of the Sanborn publishing name.
Old Map books and atlases often include valuable historical text often called historical sketches. You can find these using the Advanced search. Search for the exact phrase Historical Sketch. Run this search and then in the Refine column under Where select an area of interest.
How to Download Maps from DavidRumsey.com
- Click the map from the results list
- On the map’s dedicated page click the EXPORT button at the top of the page.
- Select the appropriate size from the drop-down list. (Larger maps may take a few moments to download)
- Typically the maps will download to the Downloads folder on your computer
Tips for Selecting Download (Export) Map Size:
Save space on your computer and future headaches by selecting the correct size map for your use. If you plan on using the map to create an overlay or create a nice large print, select the largest size possible ( I recommend at least Extra Large for creating map overlays in the Google Earth.) This will ensure that the map doesn’t appear fuzzy when you Zoom in. High-resolution is also recommended when printing. For example, if you plan on including the map in a book about your family’s history (for personal use, not for resale) a high-resolution map will print crisp and clear. Maps for use on the web or something like a PowerPoint presentation would be fine at lower resolutions.
MapRank Search at DavidRumsey.com
The MapRank Search “app” at the David Rumsey Map Collection website allows you to browse & search 6000 maps by two important criteria: Time & Place.
There are two ways to find the MapRank Search:
- In the main menu under View Collection click MapRank Search. Scroll to the bottom of the page and click the Launch MapRank Search
- Scroll to the bottom of the home page until you see Featured App – MapRank Search, and click the Launch MapRank Search
How to Find Maps Using MapRank Search:
- Start with entering the location name in the search box (in the upper right corner) and click the Find a Place
- The location will appear on the modern-day map. The old maps that match the location will appear in the column on the right, prioritized starting with the map that most closely matches what you searched.
- Below the modern-day map, move the time slider levers to narrow in on the desired time frame.
- Note that the old maps in the results column will change based on the specified time frame.
- Broaden the location if desired by zooming out a bit on the modern-day map. Note that the results list will change as you zoom.
- Hover your mouse over a map in the results list and notice that a reddish-brown box will appear the selected map and will also appear on the modern-day map. This indicates the area of the map that the old map covers. This will aid you in selecting the map that will suit your needs.
- Click a map from the results list and it will open in a new browser tab, although some maps will appear as an overlay on the modern-day map. In that case, click the Luna Viewer button to go to the page where the map can be downloaded.
How to Compare Modern-day Maps with Old Maps
Whether you have found the map by searching with the Luna Viewer or the MapRank Search you will eventually find yourself on the page where the single map is displayed. On the left is the source information.
In the upper right corner of the screen click the View in GeoReferencer button. You will be taken to a page where you can view the old map overlayed on the modern-day map. In the upper right corner move the slider to make the old map transparent so that you can compare between the two maps.
Recap: Comparing the Two Best Search Tools at DavidRumsey.com
Luna Viewer:
– 100,000 maps
– Search, then refine
– Sometimes glitchy interface
MapRank Search:
– 6000+ maps
– More control with time slider & map
– Map results list ranked by closest coverage
Live Chat Q&A: Answers to Your Questions About David Rumsey Maps
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 Megan: What is the difference between Google Earth and My Maps?
From Lisa: Google Earth is a free software download. This is where I create what I call family history tours. They are a collection of data points and media that come together as a research tool and storytelling tool. My Maps are created in Google Maps. I prefer creating in Google Earth because it offers more tools and options, and it’s where I keep all my mapping work.
From Gwynn: Heard in the past Java Client might have security holes has this been fixed?
From Lisa: Read more about the latest on Java Client at the website’s FAQ page.
From GeneBuds: Must set up account to use Luna Viewer?
From Lisa: No, you don’t have to have an account to use the Luna Viewer. “Registering for an account allows you to save your work and preferences, search external media, create Media Groups and Presentations, customize your settings, create annotations, and upload your own content.” As I mentioned in the video, I prefer to do all my work in Google Earth.
From Gwynn: Sanborn Fire Maps: Where do I find the Key to the symbols? Are they the same from year to year or do they change?
From Lisa: Here’s the main resource page for Sanborn maps at the Library of Congress. You will find specific information about interpreting the maps including Keys and Colors here.
From Karen: If you are specifically looking for plat maps for our US farmers would you put the word plat in the search field?
From Lisa: I would use the Advanced Search and enter the word plat in the “Find all these words” box. Click the plus sign to add an additional “Find all these words” field and type in the name of the location. If that doesn’t deliver the desired result, omit the location and just search on the word plant. Then, on the results page, go to the Refine column and under Where click More. Then you have a nice list to browse. You might spot a map that includes your location. TIP: When you find a result, be sure to check the Related number at the top of the page so that you didn’t miss any additional pages of the map.
From Mark: Lisa and Bill, is the intro music something that you all wrote?
From Lisa and Bill: No, it’s by a talented musician named Dan Lebowitz. Our goal this year was to learn to play it ourselves 🙂 We’re glad you love it as much as we do!
Resources
Get My Free Genealogy Gems Weekly Email Newsletter
The newsletter is your guide to upcoming shows, articles, videos, podcasts and new Premium content.
Bonus Download exclusively for Premium Members: Download the show notes handout.
Become a Genealogy Gems Premium Member today.
Please leave your comment or question below
Let us know if you found this video and article helpful. And if you have any questions, don’t hesitate to ask. We’re here to help!
Free Records at the Genealogy Center Website
The Genealogy Center: Elevenses with Lisa Episode 31
If you’re looking for a wide array of free online genealogical records for your family history, look no further than then Allen County Public Library’s Genealogy Center in Fort Wayne, Indiana. It’s the second largest genealogy library in the country. In addition to the in-house collection, the Genealogy Center offers a vast amount of free digitized resources through their website and partnerships with other websites.
I invited Allison Singleton, Senior Librarian at the Allen County Public Library Genealogy Center in Fort Wayne, Indiana to the show. She is taking us on our tour of the website and sharing her tips and strategies for finding genealogy gems. Watch the video and follow along the highlights with the show notes below:
What is the Genealogy Center?
The Genealogy Center has one of the largest genealogy research collections available, incorporating records from around the world. The staff specializes in genealogy and is always available to help. Visit the Genealogy Center at the Allen County Public Library in Fort Wayne Indiana.
About the Genealogy Center Brochure
What Does the Genealogy Center Website Offer?
There’s a lot to explore at the Genealogy Center website. Let’s start with the top-level menu on the Home page. Here we’ll find links to important resources such as:
- Donations
- Genealogy Community
- Life StoriesPathfinders
Let’s take a closer look to a few in addition to other free resources available through the large colored buttons on the home page.
Genealogy Community
The Genealogy Community is the place to ask questions, sign up for their e-newsletter, and follow them on social media. They are extremely active on Facebook. You can also learn more about and get in touch with the staff of seasoned family history librarians.
PathFinders
PathFinders is a great place to start your family history search. It provides very small snapshots of what the Genealogy Center has in their collection for any given location or topic. Snapshot categories include:
- State Snapshots
- Subject Snapshots
- International Snapshots
Click on the logo from any page to return to the website’s Home page.
Free Databases at the Genealogy Center Website
The Genealogy Center does not interlibrary loan materials. Their collection is reference only. The website is the perfect place to plan your next visit. That being said, much of their invaluable collection has and is being scanned by Internet Archive and FamilySearch. If it is out of copyright, they work to get it online. So there’s plenty to find from the comfort of your own home.
You can find their Free Databases by clicking Resources on the home page and then Free Databases. These are all searchable and include digitized images that can be viewed from home.
In the Free Databases section you’ll find gateways to other specific areas including African-American and Native American. These provide an excellent place to start your research.
Free databases at the genealogy center
Family Bibles at the Genealogy Center Website
Navigation: Our Resources > Free Databases > Family Bibles
The Genealogy Center actively collects scans of family bible records pages.
Learn more about researching family Bibles for family history in Elevenses with Lisa episode 29.
Watch episode 29 of Elevenses with Lisa to learn how to find and analyze your family bible for genealogy
Donations
You can donate more than just money to the Genealogy Center. They are also looking for research donations. Donating is a great way to make your genealogy research materials easily accessible to your family and other researchers. You’ll find Donations in the main menu on the Home page.
- Donated digitized materials are freely available online on their website.
- They are actively digitize records.
- You can even bring your materials into the library and they will digitize them. You can then keep the originals.
- You can also send in your own digitized scans.
Military Records at the Genealogy Center Website
Navigation: Our Resources > Free Databases > Our Military Heritage
They are actively collecting military information for inclusion in their collection. The collection includes many unique items donated by other family historians.
Copyright and Usage
The materials on their website are under copyright. You can view one page at a time. However, you can copy and print like you would if you were visiting the library. Include a source citation including the donor name. If in doubt about usage, contact the Genealogy Center.
Searching for Genealogy Center Content
The website is new (in 2020) so Google may not pick up everything in search. Use the website search field to search the entire collection.
Allison’s Catalog Search Tips:
- When search the Allen County Public Library catalog, don’t use common words such as county and city.
- Also, don’t use the plural form of words. For example, use directory not directories.
- After running the search, on the left side of the page under “I only want” filter your results to only the Genealogy Center by clicking Branch and then
- If an item is digitized, you will see a Web Link under More Info.
Lisa’s Search Tip: Use Control + F (PC) or Command +F (Mac) to quickly find words in a long list on a results page.
On-Site Databases at the Genealogy Center
You can only access on-site databases while in the library. No library card is required. The library does not offer an online subscription service.
Getting Help Online for Offline Resources
Navigation: On the homepage click Genealogy Community > Ask a Librarian. Here you can send brief questions and requests.
Family History Archives
Navigation: Click Family History Archives on the Home page and you’ll find links to other websites hosting Genealogy Center digitized content. Partners include:
- FamilySearch (Public Access)
- The Internet Archive (over 110,000 items)
- Linkpendium
- WeRelate
Over 110,000 Free records at the Internet Archive from the Allen County Public Library Genealogy Center
City Directories at the Genealogy Center
City Directories are a wonderful way to fill in information between census years. The Genealogy Center has the largest collection of city directories in the country. They are in both book form and microfilm.
The city directory collection cover across North American and even includes some international directories.
Compiled Family Histories at the Genealogy Center
Compiled family histories help you stand on the shoulders of other accomplished researchers. They have approximately 70,000 physical books. There are also family histories digitized and on the website. Search for the surname and include the word family. On the results page, filter down to Branch > Genealogy.
Free Consultations and Paid Professional Services
Navigation: Home > Our Services > Consultations.
The Genealogy Center offers free (yes, you read that right!) 30-minute consultations with a Genealogy Center librarian. Consultations are held by Zoom, phone or email. You don’t even have to be a library card holder! Prepare well to get the most from your consultation.
You can also hire staff at the Genealogy Center to do more extensive research for you. Another option is to request a list of local professional researchers. Visit Our Services > Forms > Research Form
PERiodical Source Index (PERSI)
Navigation: Home > Our Resources > Onsite Databases > PERiodical Source Index (PERSI)
PERSI offers a very wide range of periodicals, some of which are very unique and niche. The PERSI index is hosted by Findmpast. Search the index for free from home at Findmypast. Some of the items require a subscription.
Allison provided some excellent insider strategies for searching PERSI:
- Articles are indexed by title.
- Don’t search by keyword or “Who”.
- Most people aren’t named in the article titles. Focus on location.
You can order the articles from the Genealogy Center. $7.50 for each form which includes up to six articles. Go to Our Services > Forms > Article Fulfillment.
Resources
Get My Free Genealogy Gems Newsletter – click here.
Bonus Download exclusively for Premium Members: Download the show notes handout.
Become a Genealogy Gems Premium Member today.
Episode 71 – Genealogy Organization and Work Flow that WORKS!
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.
Watch Live: Thursday, September 16, 2021 at 11:00 am CT
(calculate your time zone)
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 Lisa episode 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.)
Resources
Premium Members: download this exclusive ad-free show notes cheat sheet PDF.
Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here.
Genealogy Gems Premium Videos including:
- Organize Your Research with Evernote
- Making Evernote Effortless
- Using Evernote to Create a Research Plan
- Evernote: 10 Projects You Can Do
- Collaborative Genealogy with Evernote
Learn more with Lisa’s Premium Video Classes
Elevenses with Lisa Archive
You can find the Elevenses with Lisa Video Archive here or through the menu: Premium > Premium Videos > Elevenses with Lisa.
Free Newsletter and Bonus Gift
Please click here to sign up now if you haven’t already. You’ll receive a BONUS free eBook with your first email.