Top 10 Strategies for Finding School Records for Genealogy

Have you found all the school records there are to be had for your ancestors? Most of us haven’t, and the chances are very good that there are still some gems out there waiting to be found. Here are ten solid strategies that will help you track them down for your genealogy research. 

10 strategies for finding school records

Watch episode 82 below.

Because the movement for compulsory public education didn’t begin until the 1920s, many people assume that there few records to be had for genealogical purposes prior to that time. The reality couldn’t be further from the truth. Many children attended school much earlier.

In fact, it may be surprising to learn that the first public school in what is now the United States opened in the 17th century. On April 23, 1635, the first public school was established in Boston, Massachusetts.

The Boston Latin School, established 1635 first school

Illustration of the Boston Latin School  by Ebenezer Thayer, courtesy of Wikimedia

It was a boys-only public secondary school called the Boston Latin School, and it was led by schoolmaster Philemon Pormont, a Puritan settler. The school was strictly for college preparation, and produced well-known graduates including John Hancock and Samuel Adams. It’s most famous dropout? Benjamin Franklin! The school is still in operation today, though in a different location.

Thousands of schools serving millions of students have been established in the U.S. since the inception of the Boston Latin School. (According to 2015-16 data from the National Center for Education Statistics (NCES) there are 132,853 K-12 schools in the U.S.) This means that the chances of there being school records for your ancestors is great indeed!

10 Solid Strategies for Finding School Records for Genealogy 

Here are 10 proven ways to find your ancestors’ awkward yearbook photos, sports triumphs, and much, much more.

1. Establish a Timeline of your Ancestor’s Education

Check your genealogy software database to figure out when your ancestor would have attended high school or college. Keep in mind, as recently as the 1960s, children did not go to Kindergarten but may have started school at about 6 years old and beginning in First Grade.

To keep my search organized, I decided to create a simple worksheet form in a Word document. It allows me to identify the right time frames, locations, and other pertinent information for my search, and record my progress along the way. 

Premium Bonus Download: Click to download the blank school records worksheet for your own school research use. (Premium Membership required.)

2. Consult Family Papers and Books for School Records 

Go through old family papers and books looking for things like:

  • school photos
  • senior calling cards,
  • high school autograph books,
  • journals and diaries,
  • fraternity or sorority memorabilia,
  • yearbooks and more.

When I dug through boxes and my grandmother’s cedar chest I found several records like…

a Report Card:

Example of a report card school genealogy records

My grandmother’s brother’s 6th grade report card found among family papers.

Grandma’s class picture from the 7th grade in 1925, Chowchilla, California. She is in the back row on the far right, and her brother is the boy in the center of the back row:

School Records: 7th grade class

Grandma (back row, far right) with her 7th grade class.

And Grandma’s senior portrait, 1930:

School records: senior portrait

Grandma’s senior portrait from 1930

3. Google for Academic Family History

From the professional website of the state archives to the family history site cobbled together by a cousin you’ve never met, the potential for finding school records on the vast expanse of the internet is limitless! Google is the tool to help you locate websites that include school-related records with lightning speed. 

Since I’m not sure which school my grandmother attended, I started off my search for my grandmother’s school with a simple query for the history of schools in the county where she lived as a child:

google search for schools

Google search for the history of school’s in the county

I was pleasantly surprised at the first search result. It’s a newspaper article from the Madera Tribune literally outlining the history of how the schools evolved in the county! It details such things as the driving forces behind where schools were located, when they were founded, and which ones at the time of the article were no longer in existence. 

history of schools article - genealogy records

History of Madera Schools Outlined in the Madera Tribune, September 1955.

Next, I focused my attention on the grade school listed on Grandma’s brother’s 6th grade report card that I discovered during my search of family papers. I Googled the name of the school, county and state.

A search like this can literally deliver millions of results. In fact, this specific search brings up over 1 million search results.

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Lisa Louise Cooke’s book is available in the Genealogy Gems Store

You can typically reduce the unwanted search results by 90% by using search operators. These symbols and words give Google further instructions on what you want done with the words you are searching.

While I cover a large number of operators in my book The Genealogist’s Google Toolbox, I’m going to use just one of the most popular to dramatically improve my search for the Sharon school. 

In the example below I put quotation marks around the name of the school. Doing this explains to Google that I want this phrase to appear exactly as I typed it in every single search result. You’ve probably noticed that when you search a phrase by itself, you’ll receive results that include only one of the words, or the words spelled differently, or in a different order. The quotation marks search operator prevents this from happening. It mandates that the phrase appear on every result exactly as you typed it.

google search for the school

Using Search Operators to Google the Grade School

Notice that I didn’t put quotation marks around the county name or the state. I recommend using search operators sparingly, at least in your initial search, to ensure that you don’t miss out on good results. If I were to put quotations marks around “Madera county” I would not receive any web pages that do mention Sharon School but just don’t happen to mention Madera County as a phrase. 

Notice also that this search resulted in just over 11,000 results, a small fraction of what I would have received had I not used the quotation marks! Even more important is that the results on the first few pages of are all very good matches. 

I could try a few more variations such as adding words like history, genealogy or records

My googling led me to the Internet Archive where I found old silent color movies shot in the 1940s. There were several films and one featured the local school in the area where my relatives lived. Many, many people were filmed! Could one of those faces be one of my relatives?! Learn more about finding genealogical information includes school records by watching and reading 10 Awesome Genealogy Finds at the Internet Archive.

using internet archive for genealogy

Click image to watch episode 43.

4. Search Newspapers

Historic newspaper are also a wonderful source of honor rolls, school sporting events and anything else having to do with school life.

While there are certainly more historic newspapers online than ever before, it’s still a fraction of what is available.

A visit to the Chronicling America website can help. At the home page click the U.S. Newspaper Directory button: 

Newspaper directory at Chronicling America

Click the U.S. Newspaper Directory button at Chronicling America

On the Directory search page, enter the state, county and town:

U.S. Newspaper Directory searching for the school town

Search the U.S. Newspaper Director for the school location.

On the results page, click the “View complete holding information” link: 

newspaper directory location Chronicling america

Click “View the holdings”

Now you can view all of the known available locations for this item:

U.S. Newspaper Director known holding locations

The item I searched for has three known locations.

In my case, the Chowchilla newspaper of the early 20th century has not been digitized and is not available online. However, the California State Archives in Sacramento has an extensive collection of microfilm. I was able to make the trip in person, and was certainly glad I did! They not only had the newspaper I needed but also countless other resources that were helpful for my genealogical research. 

School record: newspaper clipping

My Grandma listed by name in the newspaper for making the Freshman high school honor roll.

Here are additional resources to help you find newspapers for your school records research:

  • Local newspapers can also be found by searching for the public library website in the town where your ancestor attended school. Check the library’s online card catalog or contact them directly to see what newspapers they have and whether any can be loaned (on microfilm) through inter-library loan.
  • Click here to visit Newspapers.com by Ancestry website.  This is a subscription website with over 14,900+ newspapers from the 1700s–2000s and millions of additional pages being added monthly.
  • Click here to search Genealogy Bank – (This page includes a 7 day free trial option.) This popular subscription website has over 11,000 newspaper, 95% of which Genealogy Bank says are exclusive to their website. 

5. Consult U.S. State Archives and Libraries

The public libraries and state archives across the country are a treasure trove of genealogical resources, and that includes school-related records.

While it’s easy to stop by your local library for a search, it may not be as easy to make your way to the public library in the town where your ancestors lived. Turn to the internet to do your homework regarding the repositories, their holdings, and the most convenient and economical way for you to access them. 

A great place to start is the WorldCat website.

Start by conducting a search. Once you find an item of interest, enter your zip code under the “Find a Copy in the Library” section to identify where it’s available. 

worldcat search for school records for genealogy

Enter your zip code to determine your proximity to the libraries and archives.

As you can see, the name of the libraries are hyperlinked so that you can click through to the item on their website. This makes requesting a look-up or photo copy very easy. 

I can’t stress the value of State Libraries enough. Gere are three more excellent resources:

  1. Click here for the List of U.S. state libraries and archives at Wikipedia.
  2. List of U.S. State Libraries and Archives at the National Archives. 
  3. Click here to read Archivist Melissa Barker’s article called Using Vertical Files in Archives.

6. Contact State Historical and Genealogical Societies

In addition to newspapers, state historical and genealogical societies might have old yearbooks, school photograph collections or other records. For example, the Ohio Genealogical Society library has a large collection of Ohio school yearbooks.

Local historical and genealogical societies may also have school memorabilia in their small or archived collections.

To find contact information for a local historical or genealogical society, Google the name of the county and state and add the words genealogy, history and / or society at the end. For example: Darke County Ohio genealogy society

7. Search for Online Yearbooks

One of the most exciting genealogical record collections to have come out in recent times is Ancestry.com’s U.S. School Yearbooks 1900-1999 collection. It is an indexed collection of middle school, junior high, high school, and college yearbooks from across the United States.

Old school yearbooks for genealogy

In June of 2019 Ancestry replaced old records with new updated records for most of the yearbooks found on the site. They also added new records from 150,000 yearbooks that previously only had images available. Later in August of 2019 they improved the collection even further by adding a staggering 3.8 million new records. This update also included 30,000 new image-only books.

Ancestry also has an extensive indexed collection of middle school, junior high, high school, and college yearbooks for Canada. Click here to search the Canadian collection. 

MyHeritage has an international collection of yearbooks. In the menu under Research go to the Collection Catalog and search for Schools & Universities.

Additional websites featuring yearbooks include:

Old-Yearbooks.com – According to the website, “Old-Yearbooks.com is a free genealogy site, displaying old yearbooks, class rosters, alumni lists, school photos and related school items. All materials on this site are the property of the submitter. You may not use the images, text or materials elsewhere, whether in print or electronically, without written permission from the submitter or this site.”

Classmates.com – “Register for free to browse hundreds of thousands of yearbooks! You’ll find classic photos of friends, family, and even your favorite celebrities. Viewing the books is always free, and you can purchase a high-quality reprint.”

E-Yearbook.com – Their goal is to digitize all old high school, college & military yearbooks. The site has millions of yearbook pictures digitized, they say they are adding thousands of new pictures every week. “From our estimates, we offer the largest collection of old high school, college and military yearbooks on the Internet today.”

8. Check Township Archives

You might be thinking you didn’t read that right, but you did. Townships are small areas within the county. These small townships may have their own archives or one room museums. They are often the holders of some pretty one-of-a-kind finds.

School Records found in the township records

The best way to determine what the township may have is to contact the township trustees. Google your township name, the county name, state name, and add the word trustee. You will likely need to give one of the trustees’ a phone call to ask what resources might be available.

Search for township trustees to find old school records

Google search example

9. Search ebay Auctions 

The auction website ebay is the perfect place to look for school record and memorabilia, particularly hard-to-find yearbooks. 

Conduct a search on the school or town you are looking for to see if anyone is selling a yearbook that you want. (You’ll need a free ebay account to do this.) Also, search for old photographs or postcards of the school building that you can add to your family history.

ebay search for school records

Initial search for school items at ebay

When I searched for Chowchilla California School, several auctions for school-related items from Grandma’s high school came up. Unfortunately, these are auctions for yearbooks after she had already graduated. But no worries! This search is only for today. Tomorrow someone could put up an auction for exactly what I want. There’s only one problem: no one has enough time to search every single day!

A way to save time and ensure that you don’t miss new auction items is to save your search.

Click the Save this search button toward the top of the page:

ebay saved search for school item auctions

Click the Save button to save the search you just ran.

By doing this, you will be sent an email any time a new auction comes up that meets your search criteria. You can learn more about setting up ebay saved searches for family history by listening to Genealogy Gems Podcast episode #140

Here’s another one of my favorite strategies: After you run your initial search, check the box on the results page to include completed listings. 

ebay completed search for school records

Click the Completed search box in the left hand column

In the revised “Completed” search results you may see some items that are of interest. If the item has a green price, it means the item was sold. If the price is black, it did not sell.

Each item will also have a link that says View Similar Active Items. Click that to see a list of items currently for sale that are very similar to one that you wanted.

You can also contact the seller of any item to inquire about the unsold item or to ask whether they have related items.  

school records for genealogy

Bought on ebay: A yearbook from the school where my husband’s grandfather was a music teacher 

I bought the yearbook above on ebay several years ago. It includes several photographs of my husband’s grandfather who was a music teacher at the high school back in the 1940s.

10. Call the School

If the school is still in operation, try calling the main office of the administration office. They may have old yearbooks and scrapbooks in their library or on display. If they don’t, they may very well be able to tell you where they can be found. 

You can obtain contact information by Googling the name of the school and the location.

Good times to try calling a school are mid-morning after kids are settled into class, or between 3 and 4:00 pm local time, when many of the kids have gone home but the school office is still open.

Best school records for genealogy

Tell Us About the School Records You Find

Using these strategies you are bound to find more school records for your genealogical search. Please leave a comment below and share what you found, where you found it, and which strategy you used. It will inspire us all to keep looking! And if you have a favorite strategy that we didn’t mention here, please do share that too. 

Resources

Genealogy Gems Podcast Episode 216

Genealogy Gems Podcast Episode 216

with Lisa Louise Cooke

In this episode:

  • Lisa shares her experiences Down Under in Australia
  • Enjoy Lisa’s exclusive RootsTech 2018 interview with Findmypast CEO Tamsin Todd;
  • Military Minutes contributor Michael Strauss shines a spotlight on women who have served in the U.S. military;
  • Your DNA Guide Diahan Southard introduces the MyHeritage chromosome browser; and
  • Genealogy Gems Premium membership gets its biggest boost ever.

NEWS: ROOTSTECH 2018 RECAP

Click here to watch the short RootsTech 2018 official recap video.

NEWS: GENEALOGY GEMS PREMIUM eLEARNING

Update: The Companion Guidebook has been discontinued. 

 

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.

Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at https://www.backblaze.com/Lisa.

BONUS CONTENT for Genealogy Gems App Users:

Beginning German Genealogy: Defining “German”

If you’re listening through the Genealogy Gems app, your bonus content for this episode is some get-started-now tips from Legacy Tree Genealogists on tracing your German ancestors. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

To learn more about Legacy Tree services and its research team, visit www.legacytree.com. Exclusive Offer for Genealogy Gems readers: Receive $100 off a 20-hour research project using code GGP100. (Offer may expire without notice.)

MILITARY MINUTES: CELEBRATING WOMEN IN U.S. MILITARY HISTORY

Military Minutes with Michael Strauss

Click here to see the full article (and plenty of images!) on the Genealogy Gems website.

INTERVIEW: TAMSIN TODD AND BEN BENNETT, FINDMYPAST.COM

Findmypast.com is the Genealogy Giant best known for its deep, unparalleled historical record content for England, Scotland, Ireland and Wales.

Tamsin Todd is the Chief Executive Officer of Findmypast.com. She “has worked in the travel, retail and technology sectors, and brings with her a track record of leading successful growth businesses. She spent the early part of her career at Amazon and then Microsoft, where she led the introduction of ecommerce and search products into the UK and Europe. This was followed by stints as Head of Ecommerce at Betfair, and Managing Director of TUI-owned Crystal Ski Holidays. She joins Findmypast from Addison Lee, where she was Chief Customer Officer of Europe’s largest car service company. Tamsin lives in London with her family, and is Digital Trustee of the Imperial War Museums.”

Ben Bennett is Executive Vice President, North America and International at Findmypast.com, “focused on helping families stay connected in the United States and other markets across the globe.”

EPISODE SPONSOR: CASPER MATTRESSES

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Exclusive Genealogy Gems offer! Get $50 toward select mattresses by visiting Casper.com/gems and using gems at checkout. (Terms and conditions apply.)

 

YOUR DNA GUIDE: MYHERITAGE CHROMOSOME BROWSER

Just last year, if you had asked me if I thought anyone could catch AncestryDNA in their race to own the genetic genealogy market, I would have been skeptical. However, it is clear that MyHeritage intends to be a contender, and they are quickly ramping up their efforts to gain market share and your confidence.

MyHeritage began 2018 by making a much-needed change to their DNA matching algorithm, which had some errors in it. They were able to adjust it, and now it is humming right along, telling our second cousins from our fourth. Another development, launched in February, is the addition of a Chromosome Browser.

THE NEW MYHERITAGE DNA CHROMOSOME BROWSER 

Much like you would browse the library shelves for the perfect book, or browse through the sale rack for a great bargain, you can use a Chromosome Browser to look through your chromosomes for the pieces of DNA you share with your genetic cousins.

Chromosome Browsers can be everything from a fun way to review your genetic genealogy results, to a tool to assist in determining how you are related to someone else. Let’s go over three tips to help you make use of this new tool.

NAVIGATING TO THE CHROMOSOME BROWSER

There are actually two different kinds of Chromosome Browsers in MyHeritage: one to view only the segments you share with one match (the One-to-One Browser), and a browser where you can see the segments shared with multiple matches (the One-to-Many Browser).

To get to the One-to-One Browser, head over to your match page and find a cousin for whom you would like to see your shared DNA segments. Click on Review DNA Match, then scroll down past all the individual match information, past the Shared Matches and Shared Ethnicities until you see the Chromosome Browser.

USING THE ONE-TO-MANY CHROMOSOME BROWSER

To find the One-to-Many Chromosome Browser, you can use the main DNA navigation menu at the top of the MyHeritage homepage. Click on DNA, then on Chromosome Browser, as shown below.

In the One-to-Many Chromosome Browser you can compare yourself, or any account you manage, to anyone else in your match page. To choose a match to evaluate, just click on their name and they will be added to the queue at the top, as shown here.

Clicking on Compare will then allow you to see the actual segments you share with each person:

In this One-To-Many view, each individual match gets their own line for each chromosome. Since we have added 7 people to the Chromosome Browser, there are seven lines next to each chromosome number. Each match not only gets their own line, but also their own color. So you can easily match up the lines on the chromosome to the match that shares that piece of DNA with you. For the majority of people the majority of the time, these Chromosome Browsers are just another fun way to visualize the connection you have with your DNA match. In the end, it doesn’t matter where you are sharing on the chromosome, just how much DNA you are sharing. You can obtain that information from your main match page and never look at this Chromosome Browser image, and still make fantastic genetic genealogy discoveries.

THE TRIANGULATION TOOL

Another feature of the Chromosome Browser on MyHeritage is the Triangulation tool. To understand how this works, you first need to understand that you actually have two copies of each chromosome. Two copies of chromosome 1, two copies of chromosome 2, etc. One copy is from mom, and the other from dad. However, in the Chromosome Browser image, you see only one line for yourself (in grey). Therefore, when you see someone matching you on chromosome 14, for example, you don’t know if that person is matching you on the chromosome 14 you got from your mom, or the chromosome 14 you got from your dad.

Likewise, if you see two people whose shared piece with you looks to be in the same location on the same chromosome, you can’t tell if they are both sharing on the same copy of that chromosome, or if one match is related to your dad’s family, and the other match is related to your mom’s family. However, this is what the Triangulation tool does for us. It tells us if two (or three or four, etc.) matches are sharing on the same copy of the same chromosome. Be careful when you use this tool, though. Many erroneously assume that when they see a segment shared between multiple people, that indicates the presence of a recent common ancestor for all of those people. However, that is not always the case.

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.

Ready to start exploring what the MyHeritage DNA chromosome browser may tell you about your family history? You have two options. Click here to upload your autosomal DNA test results from another company to MyHeritage for FREE. Or click here to order a MyHeritage DNA test kit. Either way, you can start using all the great tools at MyHeritage DNA!

PROFILE AMERICA: FORD LAUNCHES ASSEMBLY LINE

PRODUCTION CREDITS:

Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Michael Strauss, Military Minutes Content Contributor
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager

Disclosure: This page 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 this free podcast and blog!

Subscribe to the Genealogy Gems newsletter to receive a free weekly e-mail newsletter, with tips, inspiration and money-saving deals.

 

Resources

Download the episode

Download the show notes

What to do with Inherited Genealogy – Episode 74

In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”

what to do with inherited genealogy

You’ll learn:

  • how to get started dealing with genealogy research that’s been given to you
  • organizational strategies
  • incorporating the inherited genealogy into your research
  • what to do with inherited genealogy materials you don’t want to (or can’t) keep

Original air date: Oct. 14, 2021.

Episode 74 Show Notes 

(Get your ad-free cheat sheet download in the Resources section at the bottom of this page.)

I Got Handed the Family Genealogy, Now What?

Inheriting genealogy is a big responsibility and can be a bit overwhelming. Even if you haven’t been fortunate enough to receive much from other researchers in your family, chances are your descendants will be faced with inheriting your research. That’s why this week’s Elevenses with Lisa episode 74 is for everyone!

As exciting as it can be to receive new genealogical information, it presents challenges such as:

  • figuring out if each piece of information is correct,
  • finding a way to process it and blend it into what you already have (or if you’re new to genealogy, what you DON’T have!)
  • finding a place to put it,
  • and making the hard decisions about what you can’t keep.

So in this video I’m going to share with you my top strategies that I’ve used myself more than a few times. So take a deep breath, grab a soothing cup of Chamomile tea, and let’s get started.

I’ve received many emails over the years from folks who have faced the challenge of inheriting genealogy research done by another family member.

Jim R wrote me to say:

“I am going through my family tree and have a question. My aunt spent a lot of time back in about 1985 and had a huge hardback book of printed up of the family tree. But I was told by a few family members that some of the information in it isn’t true. How do I go about doing my own research, and properly compare the info? I need to figure out what is right and what is wrong. This is fun, but frustrating at the same time. Thanks.”

Don’t Take Inherited Genealogy at Face Value

Accuracy (or lack thereof) can a real issue when we receive someone else’s work. We can’t just take it at face value, especially if the researcher did not cite their sources. There’s no way to know if an ancestor on their tree is truly your ancestor until you look at the genealogical source documents for yourself. If they haven’t listed which sources they used, you’ll have to go find them. The good news is that it should be a little easier to find them based on the information provided about the ancestor. Usually when you get a family tree from a relative, it will at a minimum include important dates like birth, marriage and death, and hopefully some of the places where those events occurred.

Jim inherited a large, compiled history book, but you may be fortunate enough to receive an entire lifetime’s worth of research. Well, some folks would feel fortunate, others may not! No matter how much you’ve inherited, the genealogical process remains the same: start with yourself and work backwards. It may be tempting to start focusing on new ancestors you see in the family tree you just acquired, but resist the temptation. We must always prove the relationships connecting us to each generation going back in time so we don’t end up adding someone to the tree who doesn’t belong there.

So let’s stop for a moment and go back to the beginning, when you first inherit your relative’s genealogy research. What do we do first?

Assess what you have inherited.

Jim received one big book. But if you’re like me you may have received boxes of items, many loose and unorganized.

I like to divide it up by families and place each pile into a separate bin, in chronological order as much as possible. I use clear stackable bins because you can see what’s inside. I’ve used these for years and never detected an ounce of damage. Damage is more likely to come from heat,  moisture and mishandling than stored undisturbed in a plain storage bin in a room temperature stable environment such as a closet.

Use 3×5 white index cards to label each bin. Use a medium black sharpie pen to write the family surname in large bold letters, and place the card inside the box at one end facing out. You will be able to see it through the clear bin. You can also simply tape it on the outside of the bin.

You’ll also need one location where all the bins can be stored until you’re ready to work on them. A spare closet or even under a bed can work. The important thing is they are all together undisturbed and easily accessible. Once items are sorted and stored, you can then pull out one bin at a time to work on.

If your inherited genealogy appears to be well organized, such as in scrapbooks, keep it in context. Don’t take it apart and divide it up. There’s something to be learned from the order in which things were added to the book.

divide inherited genealogy into bins

my spare closet with bins of inherited genealogy awaiting processing.

Take inventory and prepare to track your progress.

It’s important to recognize that it isn’t likely that all of the materials and information will be digestible in one sitting. And it helps tremendously when you set up a process that makes it easy to pick up the project and put it down easily while keeping track of where you left off.

You can track your progress in a variety of ways:

  • a project log spreadsheet,
  • Word document
  • Evernote or One Note
  • A spiral notebook

Take a moment up front to put your tracking mechanism in place and be as consistent as possible in using it.

I use Excel spreadsheets for my tracking. I find it very helpful to create a separate tab for each item within the collection (book, scrapbook, computer disk, address book, etc.) This helps provide me with a complete inventory at a glance. On each tab I add columns applicable to the type of item and information it contains.

Get a genealogy software program.

If you’re new to genealogy, or you’ve only had your family tree online, now is the time to get a genealogy software program. It will not only help you stay organized, but it will also give you a mechanism for consistently adding source citations. Your genealogy software database while also serve as the “brain” of all your efforts. The database gives you one place to focus your efforts and systematically add information. Also, it puts all of it in your control on your own computer, not solely in the hands of a genealogy website that could be gone tomorrow.

There are a handful of genealogy software database programs on the market. Family Tree Maker, Legacy and RootsMagic are all good and reliable. MyHeritage offers Family Tree Builder for free

No matter which one you choose, download and install it on your computer. Then make sure that you have an automatic cloud backup service installed and running on that computer. I have used Backblaze for years. You can get a free 15 day trial here which will give you an opportunity to see how easy it is to get up and running. (Disclosure: this is an affiliate link.)

Learn more by watching my video classes on databases and organizing your genealogical materials.

organizing genealogy video classes by Lisa Louise Cooke

Learn more with my Premium Member classes on organizing genealogy.

Start processing the inherited genealogical information.

Whether you are new to genealogy or a longer time researcher, start by entering the information you inherited starting with yourself or your parents and then add family members going back in time generation by generation. As I said previously, I know it can be tempting to jump to older generations to work on, but you must methodically prove each generational connection in order to have an accurate family tree.

In Jim’s case, he inherited a compiled history book from his aunt, so he will want to start by turning to the page that contains himself or his closest ancestor (probably his parents.) On his tracking spreadsheet he could include columns for ancestor’s name, page number and notes, and enter that information as he works on each person’s record. By doing so, he will always know where he left off.

A compiled history is just one source, and in fact, it is not even a primary source. This means that even if sources have been cited in the book, it’s important to locate and review those sources to confirm that you agree that the conclusion is accurate. After all, this is your tree and research now.

Never enter a new ancestor without cited sources. If the book or paperwork names someone, and even provides some specific information about them, your job is to go find the records to prove it. Once you are satisfied you are ready to enter the person and their information into your database, and of course, cite your sources.

A few decades ago, back when I was doing genealogy strictly as a hobby and not professionally, I found an amazing compiled family history on my Wolf family line. It contained thousands of people, was meticulously compiled and full of details, and did not include a single source!

Since the book wasn’t an heirloom or one of a kind, I found it very helpful and simple to make a small pencil tick mark next to each person as I worked on them. I set about painstakingly finding sources for every piece of information that was new or conflicting with what I had. As you can imagine, that’s a very big job. Since time is always at a premium I didn’t research everything, particularly information that was not critical to the identification of the ancestor, or perhaps was about a collateral individual. However, I did not enter anything into my database that was not researched and proven. This means you’ll need a way to keep track of what has not yet been researched. I used a red pencil to place a tick mark next to items yet to be researched about an ancestor. You could also opt to add a column to your spreadsheet to track it and then return to it later.

Did I add everyone listed in the book in my database? Absolutely not! I focused specifically on direct ancestors and included their children. Once I made my way as far back as I could go in the book, I selectively filled in additional people from collateral lines that were of particular interest or closely associated with areas that I wanted to research further. Rest assured there is no right or wrong way to do this. Do what is most important to you in the most accurate and methodical way you can.

Cite your sources every step of the way.

Talk to any experienced genealogist and you’ll probably hear some regrets about not citing their sources when they first began doing genealogy. Source citations are like an insurance policy. It’s not very satisfying to invest in it now when everything is fine, but down the road when trouble arises you’ll be glad you did.

So what kind of trouble are we talking about? No family tree is immune from occasional problems such as:

  • discovering an inconsistency in your family tree
  • uncovering a new source that directly contradicts one of your conclusions
  • being contacted by another researcher who is challenging something you have posted or published about your family tree.

The only way to address these situations is to review the sources you used. And that’s where your source citation comes in mighty handy! They help answer the questions and also prevent timewasting duplication of effort.

If the only source for a particular event is the book, go out and find the original record to verify it is correct, and cite both in your database. 

Learn more about citing your sources by watching my free video Source Citations for Genealogy (episode 60 of Elevenses with Lisa).

How to do Source Citations for Genealogy

Elevenses with Lisa episode 60

What to do when you can’t keep all the genealogy you inherited.

As painful as it is to say, it isn’t always possible to keep all of the genealogical items that come your way. The reality is that shelf and closet space have limits, and our collection can grow unmanageable when added to the research of previous generations.

Start by seeing if you can reduce it. Strive to digitize all items that you want to save that are not originals, heirlooms or not readily available somewhere else.

Need help digitizing? I use Larsen Digital. Click our link and use the discount coupon codes found on the webpage. 

Once digitized and recorded in your database, you can toss them. Recently I went through boxes of photographs I inherited from my paternal grandmother. Many were from the late 1970s and early 1980s when double prints were all the rage. By simply tossing duplicates and low quality photos (such as half of grandma’s hand over the camera lens) I was able to reduce the collection by almost a third!

Donation is also an excellent option. Digitize and take photos of the items and then they can be donated to a library, archive, genealogical society or other organization with an interest in them. Sometimes the shared interest is not as much in the particular families as the locations from which they hailed. One woman told me at a recent seminar that when she asked her local archive about her materials, they were ecstatic. They immediately spotted old buildings in the photos that no longer exist but held an important place in the town’s history. You never know what may be meaningful to others.

The Genealogy Center at the Allen County Public Library in Fort Wayne is an excellent resource for both free digitization and donation. Watch Elevenses with Lisa episode 31 to learn more.

free records at the genealogy center allen county public library

Learn more about donating your genealogy in episode 31.

I recently heard from a Hal Horrocks, a long-time member of the Orange County California Genealogical Society. In 2017 they started a program called Rescue the Research. They strive to preserve the research done by their past members. It’s a great example of making hard-won genealogy research more accessible to others while reducing the burden on closet space.

Donation isn’t for everybody. However, sadly it is sometimes the only option when you don’t have descendants or relatives interested in retaining your research. Don’t despair. Donating your research is bound to elicit a genealogy happy dance from some future genealogist who comes across your research!

You can learn more about protecting, preserving and donating your genealogy research by watching my video class Save Your Research from Destruction (Elevenses with Lisa episode 10, available exclusively as part of Premium Membership.)

Your ancestors and your descendants will thank you.

It’s been famously said that “you can’t take it with you” when you leave this earth.

You can't take inherited genealogy with you

“You can’t take it with you”

By following these strategies and addressing that reality now, there’s one very important thing you will be leaving behind: the legacy of family history. One that avoids burdening the next generation while providing a lasting connection between all of the generations of your family tree.

Resources

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