by Lisa Cooke | Mar 25, 2014 | 01 What's New, Beginner, Evernote, Organization, Research Skills
Recently I heard from Jane, a Genealogy Gems Premium subscriber in Canada, who needs a genealogy research plan! She’s researched on Ancestry.ca,
Scotland’s People, the Free English BMD Index, FamilySearch and joined her local society. But she’s not sure where to go next with her research–there just are SO many options! If this sounds familiar, check out her question and the advice I gave her:
“I often end up wandering around in circles and mazes as one thing leads to another, and another, and … I am sure you know what I am talking about. I seem to be jumping back and forth between my Dad’s family, my Mom’s family, their families, etc. until there are times that I find myself at a certain point, only to wonder ‘Where was I going with this?’ I’m now wondering if I would be best to take it one person at a time – to find out as much as I can about that person in that point of time, before going on to another. I have started trying to make notes…but find that I end up hopelessly out of order and lost. Any advice would be appreciated! Help!!!”
My Answer: A Genealogy Research Plan to Deal with the Chaos
“You are not along in this genealogical dilemma! It’s easy to let the records start to take over and lead you around. Set a goal or a genealogy research plan – define what it is you want to know. It might be something very specific about a particular ancestor, or it might just be to fill in the blanks on one particular family. Early in my research I focused on one grandparent, and working backwards, I would strive to fill in all the blanks on that person, then their parents, then their siblings. I wouldn’t “leave” that family until I felt that I had filled in as much of the family group sheet as possible. (We have sort of lost track of the “family group sheet“ in this technological age. But it is an excellent tool for keeping you on track and focused on the blanks that need to be filled.)
An additional strategy is to have a process for dealing with information that is a bit off your current track. Often we feel like we have to pursue it or we’ll lose it. I like to use Evernote (free at Evernote.com) to capture data that I’m not ready to deal with right now, but definitely want to pursue later. I create an Evernote “notebook” for that family surname, and a note book called “future research.” Drag and drop “Future Research” onto the family surname notebook which will create a “stack.” Now you can create notes and drop them into the “Future Research” notebook which is inside the applicable family. Add tags to your note like “newspaper,” “death record,” etc. and some good searchable keywords so that the note will be easy to find when you need it. Now you can capture the item, file it away, and stay focused on the task at hand. Whenever you’re ready to ask a new question, open that Future Research notebook. Use what’s there to inspire the next phase of your genealogy research plan.”
More Resources
How to Get Started in Evernote, and the Ultimate Evernote Education
Should Evernote be my Digital Archive?
If you would like to learn more about using Evernote for genealogy, I have a quick reference guide in my store that will work wonders in keeping you organized. It’s available for both Windows and Mac, and in both PDF and laminated print format.
Your questions are always welcome! Contact me by email, or leave a voice mail at (925) 272-4021 and you may just hear yourself on the show.
by Lisa Cooke | Apr 12, 2017 | 01 What's New, Heirloom
Some of us are using heirloom research for genealogy. A new exhibit traces the history of interesting heirlooms using genealogical research strategies. Be inspired by these examples and tips to research heirlooms and more fully discover their stories.

A new exhibit called Heirloom Genealogy: Tracing your Family Treasures has opened at The Star of the Republic Museum in Texas. You better believe it caught our interest! We know our readers are looking for unique and different ways to continue their genealogy journeys. We wanted to find out more about how family historians are using heirloom research for genealogy. Curator Shawn Carlson was kind enough to answer some questions about it and share the touching stories the heirlooms held.
Q: What an unusual exhibit idea! How did you think of it?
A: I had been researching artifacts at the museum for several years by tracing the genealogy of the families who donated the artifacts. The best exhibit text usually comes from real stories about artifacts—and doing the genealogy was where I found the stories. When I started thinking about this latest exhibit, I thought maybe there was a way that I could use the genealogical research I already had, and that’s when I came up with the idea of “heirloom genealogy.”
Q: Who was involved in the research and how long did it take?
A: I did all of the research. Some of it had previously been done, but some was new. I usually spend the summer researching for an exhibit, and then write the text and begin production in the fall for a March opening during the Texas Independence Day celebration at Washington-on-the-Brazos.
Q: Can you share a couple of examples and images of artifacts and the documents that told their stories?
A: One of the artifacts I researched was a red-on-white appliqué quilt. It was made in 1805 in Vermont and donated by the quiltmaker’s 3X great-granddaughter who lived in Houston. It should have been easy to figure out the lineage by the inscription on the quilt—but it wasn’t. There were two Cynthia Tuckers and two Pearl Browns in the family and one quilt owner had been married a couple of times and used a nickname. So, it took a bit of sorting out. The research was all done using census data, but it all came back to the inscription on the quilt for final verification.

Another item in our collection is a small buckskin suit that belonged to a little boy named Edward Clark Boylan. He was born in New Orleans in 1840 and died three years later near Galveston, probably from yellow fever. We knew his birth and death dates from his sister’s descendant who donated the suit, but not much else. I found some cryptic notes in our files taken by a previous curator and was able to trace Edward to Captain James Boylan who was captain of the ship Brutus during the Texas Revolution.
I found a passenger list from 1839 with Captain Boylan, his wife, and daughter traveling from Puerto Rico to New York. Mrs. Boylan would have been pregnant with Edward during that voyage:

The year that Edward died, his father was mentioned frequently in the newspapers as he led a flotilla of ships out of Campeche. He was probably not present when little Edward died.
Q: What was an especially interesting story you came across while researching this exhibition?
A: One of the most interesting items we’ve received in recent years is a slave birth record that was part of a family collection:

The donor’s ancestors were early settlers of Washington County. The slave record was interesting because it listed birth dates from 1832 to 1865. Out of curiosity, I tried tracking some of the slaves to see if I could find living descendants. I started with the 1870 census—looking for African-Americans with the surname of the plantation owner and first names that matched the slaves in the birth record. I was able to follow through on one of the names to find a living descendant. She and her family came to visit the museum and see the birth record of their ancestor. While the family was visiting during last year’s Texas Independence Day celebration, the donor of the slave record also visited the museum and the two families were able to meet.
Q: What advice do you have for family historians with heirlooms?
A: Learn about the artifacts you have and match them to their owners. There is plenty of information online that will help you identify and date artifacts. Knowing the date of an artifact helps you determine who had it in the past.
More on Heirloom Research for Genealogy
Connect your heirlooms with their stories and bring the past to life!
Get Denise Levenick’s popular book How to Archive Family Keepsakes: Learn How to Preserve Family Photos, Memorabilia and Genealogy Records. This book will help you sort, identify, and preserve your own treasured family artifacts and memorabilia.
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!
by Lisa Cooke | May 28, 2015 | Beginner, Digital Archives, Libraries, Listeners & Readers, Research Skills, Travel, United States
Recently we heard from Jennifer, who wondered what kinds of genealogy resources she might discover in a state capital.
“I’m tagging along on my husband’s thesis research trip to Columbus, Ohio. I have some ancestors from other parts of Ohio. I was wondering what exactly I could look for in a state’s capital collections/archives that could save me a trip to the city or county? I was thinking that the state capital may have a “gem” that I couldn’t find elsewhere, or even duplicated information [from local repositories]. Do you know?”
Yes, Jennifer is definitely thinking along the right lines! Here’s our advice:
At the state level there are often two key resources: the state library and the state archives. These might be combined. One might be called the state historical society. You just have to look for each state. In Ohio, the Ohio History Connection serves as the state historical society and official state archives. But there is also a state library that serves as a repository for government documents and a resource for other libraries. Each has resources for genealogists, online and in-house. (Click here for digital genealogy content at the state library and here for resources at the Archives/Library of the Ohio History Connection).
In addition, public libraries of major cities often have excellent local history and genealogy collections. This is definitely true of the Columbus Metropolitan Library in Ohio’s state capital!
We suggest you contact librarians before you go and ask what they have that can’t be found anywhere else, both on a state level and for locales you are researching. Often times that will include photograph collections, company (business) collections, and my favorite newspapers on microfilm. If you can formulate specific genealogical questions that you want to try and answer and share those ahead of time with the librarian that will help her guide you toward the unique gems. Every state library and archive is unique, so consulting by phone with the reference librarian is the best way to go.
Here are a few articles on my website that can help you prepare to find genealogy records in a state capital repository or in any major library:
by Lacey Cooke | Jan 5, 2018 | 01 What's New, British, Irish, Records & databases, Scottish Genealogy
Kick off 2018 with a diverse group of new genealogy records to explore online this week! Included are historical and vital records for British genealogy, Irish newspapers, Scottish records, and Palestine naturalization applications.

British Historical & Vital Records
Lots of new genealogy records are available for England this week at Findmypast! Start with Britain, Histories & Reference Guides, which contains more than 65 volumes about genealogy, heraldry, paleography, geography, and more. These volumes will expand your knowledge about your ancestor’s life and how your ancestors lived through the centuries.
Next, if you’ve got ancestors in Greater Manchester, you’ll want to explore Greater Manchester Burials 1570-1990 and Greater Manchester Marriages 1570-1936. Both collections pertain to the historic county of Lancashire and contain names, dates, and transcripts of the original registers. These collections both come from FamilySearch.
Finally, Northamptonshire Memorial Inscriptions may reveal your ancestor’s death date, burial place, as well as the names of other family members for your family tree. This collection includes 17 cemeteries, churchyards, and other places, and the records span from 1422 to 2015.
Irish Newspapers
The Church of Ireland’s record repository, Representative Church Body Library (RCBL), has announced that all 19th-century editions of the Church of Ireland Gazette have been added to the online archive of the weekly newspaper. The full archive is free to the public and covers years 1856 – 1923.
The British Newspaper Archive has added the Dublin Evening Telegraph to their collection of historic newspapers recently. This paper spanned 1871-1924, and this collection has over 12,000 issues available online.
Scottish Records
Recently added to Ancestry.com are Carnegie Music Institution Registers, 1910-1920 from Dunfermline, Fife. This school was founded through a trust set up by Andrew Carnegie, and school records include names, year and term of attendance, resident, and subject studied.
Additional news for Scottish research comes from the University of Virginia School of Law.
30 years after they acquired a trove of legal documents from Scotland’s Court of Session, the supreme legal court there, the Law School’s Arthur J. Morris Law Library is building a digital archive and reaching out to partners “across the pond” to open these legal history materials to scholars and the public. According to the press release, the library is planning to release the first batch of documents online soon. When completed, users will be able to search through a single document or the entire collection, peruse the rich data provided for each case, and download documents for free.
Palestine Naturalization Applications
A fascinating new collection at MyHeritage is the Mandatory Palestine Naturalization Applications, 1937-1947. From the collection description: “This collection is a unique and rich compilation of records documenting the efforts of individuals, mostly Jews, and sometimes their entire families, to establish citizenship in Mandatory Palestine, which was under British administration at the time. The collection contains photos, histories, passports, and other various forms providing details for each applicant.”
Let 2018 be your year to break down brick walls!
Has your family history research hit a brick wall? Marsha Hoffman Rising’s best-selling and recently updated book The Family Tree Problem Solver has the solutions to help you find the answers you seek. Get tips on finding vital records before civil registration, finding “missing” ancestors on censuses, advanced court records, workarounds for lost or destroyed records, common names, case studies, and more! This revised edition also includes new information about online research techniques and a look at the role of DNA research. Click here to order now!
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!