Boost your Google search skills with this free video class on Google for genealogy, presented at RootsTech 2016 by Google expert Lisa Louise Cooke.
“Everyone should be using Google to search for their family history!” That’s Lisa Louise Cooke’s mantra. Google reaches deep into so many different kinds of content on the internet. Google search tools help us discover ancestors’ names mentioned online; locate records we need; and discover historical details, images and maps that help us better understand their lives. And Google is FREE.
But Google works best when you follow a well-executed search methodology, just like in other aspects of genealogy research. At RootsTech 2016, Lisa taught a powerful and popular Google search for genealogy methodology class to a packed audience in a session that live-streamed around the world. Watch her dynamic, informative class below for free. Kim wrote in to say that the class “was the best one I’ve seen thru the free streaming [RootsTech]….Thanks for sharing free content with those of us who can’t afford to spend any money on genealogy.”
This class content comes from Lisa’s book, The Genealogist’s Google Toolbox (2nd edition). In it you’ll find all you need to know to take your hit-and-miss online searches to a powerful, proven search methodology for finding your ancestors online–and everything else you’re looking for! There are step-by-step instructions, screenshots and powerful examples for topics such as basic and advanced Google searching, Google Books, Google Earth, Google Scholar, Google Alerts, Google Translate and even YouTube.
More Google for Genealogy Gems
Keep learning from Lisa! Click below to read more proven Google search methodologies for genealogy.
Search millions of new records on Ancestry.com, FamilySearch & Findmypast, three of the Genealogy Giants. Find your family history in Australia, Brazil, Canada, Denmark, England, Germany, Hungary, New Zealand, Panama, Poland, Sweden, the U.S., Wales and in PERSI,...
The Genealogy Gems Podcast
Episode #205
with Lisa Louise Cooke
This episode breaks two huge pieces of genealogy news and shares two great conversations:
FamilySearch ends microfilm lending: how you can get the records you need;
RootsMagic adds Ancestry.com compatibility: sync your Ancestry.com tree to your master RootsMagic file and search Ancestry.com from within the software;
Melissa Barker, the Archive Lady, talks about visiting archives to explore original manuscript record treasures;
Nicole Dyer shares a fun family history activity idea to do with kids?do you have a family gathering coming up that could use this inspiration?
Lisa Louise Cooke shows you how to use the free Google Earth Pro software to create your own historic map collection customized for your genealogy and family history research. By the end of this class you’ll have a permanent collection of hundreds of gorgeous historic and vintage maps from around the world, organized and ready to use for family history.
Click here to watch a free preview of this full-length video class. Genealogy Gems Premium website members can watch the whole thing: click here to learn more.
The 4th Annual Northwest Genealogy Conference
This episode today is brought to you by the 4rd Annual Northwest Genealogy Conference, hosted by the Stillaguamish Valley Genealogical Society, north of Seattle in Arlington, WA. Centering on the theme, “Where Does Your Story Begin?” it’s four days PACKED full of genealogy.
There will be well-known and respected keynote speakers, including our friend and genetic genealogist Diahan Southard, speaking on DNA; Kenyatta Berry of Genealogy Roadshow fame, speaking on Caribbean research and using slave schedules in research; and Daniel Earl speaking on Putting History in Your Family History.
Starting off with the Free Day Wednesday afternoon, Speaker Peggy Lauritzen will address beginner’s issues in her Genealogy 101 presentation, which is also a good refresher for the more seasoned genealogists. There will be such great genealogical information for all levels, AND it’ll be lot of fun!
Between classes take a chance to meet a distant cousin with the “Cousin Wall”. Participate in the genealogy-related scavenger hunt, the Wednesday evening meet and greet and the Friday dress-as-your-ancestor day, and much, much more!
Go to www.NwGC.org for details and to register. Check it out now — registrations are limited, so it’s good to get in early. It’s August 16-19, 2017. It’ll be a great show: don’t miss it!
Items in danger include original items in attics, basements, etc.
What to preserve first? The most precious and original items you have!
Restoration tips:
Clean documents and photos with archival sponges. Lay the item perfectly flat. Gently place a finger or hand to hold it steady. Work with the sponge from the center outward, in small sections.
Keep two-dimensional items as flat as possible.
Encase fragile items in Mylar sleeves (buy from archival supply companies).
Image courtesy of Melissa Barker and Houston County, TN Archives.
Visiting an archive:
Call ahead! Don’t trust the operational hours from the website. Ask about parking ? it’s often very limited. Ask ahead about access to archival items of interest.
Archive etiquette: Follow the rules. Be courteous when working with staff.
Museums, societies, archives, and libraries may all have collections in back rooms you can’t see?but you can ask for them.
Vertical Files – in folders in cabinets
Manuscript Collections – underused in genealogy! Ask for finding aid.
Loose Records – the working papers of a court case, for example
Unprocessed Records – not yet incorporated into the official collection
Tips for using your mobile devices in archives:
Ask for procedures for taking photos with your own device. There may be rules against this or a use fee.
Capture the source information by photographs: cover page, page number, folder, box number, manuscript collection name, etc.
If you’re listening through the Genealogy Gems app, your bonus audio content for this episode comes from Melissa Barker, the Archive Lady, with more about finding and using original manuscript records in your genealogy research. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.
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. RootsMagic is now fully integrated with Ancestry.com, too: you can 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, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/lisa.
INTERVIEW: NICOLE DYER
Nicole has been researching her ancestors and delighting in their stories for the past 15 years. Nicole volunteers at the Tucson Family History Center teaching a family history story time group for young children.
(Full disclosure: this podcast blog contains affiliate links. We will be compensated if you make a purchase through our link. Isn’t that an awesome way to help keep the free podcast free?!)
Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.
GENEALOGY GEMS BOOK CLUB: A FAMILY HISTORY MURDER MYSTERY!
When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
Watch episode 71
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.
Three ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player above. 2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 3. Video Player above (Replay) – Available immediately after the live premiere and chat.
Episode 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisaepisode 7.
Conclusions added to Master Genealogy Database (Software on your computer)
Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
Archival Paper Storage (your binders.) See episode 6(Paper Archiving)
Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)
Incoming Genealogy Sources
Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:
Items I’m exploring for the potential application to my current research project
Items pending analysis
Unproven items
Items playing a role in a bigger research question that I want all together for now.
Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
Capture and hold items
search and retrieve more effectively than on my computer thanks to OCR (subscription)
work my genealogy research plan
easily collaborate with another researcher by sharing a single link
Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
Example:Items pertains to my family but not part of my current research project.
Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
Items to I want to keep that have been processed.
Digital scans of visual items. Examples: Family Photos, old postcards
Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
How to save a document image to your hard drive from Evernote.
You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!
How Do I Find It Later?
My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).
“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke
When I want to refer back to one of those sources I would look in one of three places:
My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
Evernote (particularly if the source is part of my current research plan.)
The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
Final Thoughts
Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.
Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)
Wow! We can’t thank you enough for your overwhelming support of The Genealogy Gems Podcast, website, blog, and our YouTube Channel. Family Tree Magazine listed Genealogy Gems among their 101 best genealogy websites for 2016!
Genealogy Gems Named One of the Best for 2016
Family Tree magazine writer David A. Fryxell wrote the post last week listing the 101 Best Websites for 2016. He said they were searching for “new frontiers in online genealogy [and] sites not afraid to innovate at warp speed.” As you know, we really enjoy sharing new and innovative ways to use technology around here and we are delighted they noticed!
As if we weren’t elated enough, The Genealogy Gems Podcast hit 2 million downloads earlier this month! We could never have accomplished this goal without your enthusiasm and support. Thank you for listening, for sharing, and for keeping us engaged in bringing you the best in genealogy and family history research tools.
If you enjoy our free podcast, you’re going to love the Premium Episodes. Click here to peruse our vast archive, rich with family history innovation and inspiration. Premium episodes go more in depth and are commercial free!
Also included in Premium Membership is over thirty of Lisa’s most popular genealogy classes on video, complete with downloadable handouts.
What’s New for Genealogy Gems
No time to sit on our laurels because we have loads of gems in the works for the coming year. Would you like to feel more focused and organized? You’ll be hearing detailed strategies for streamlining your family history efforts and reducing overload and disorganization.
Have you seen Lisa’s Tech Tips video series? She launched it this summer to rave reviews and she’s got more incredible strategies on the way to help you save time and get better research results.
This class content comes from Lisa’s book, The Genealogist’s Google Toolbox (2nd edition). In it you’ll find all you need to know to take your hit-and-miss online searches to a powerful, proven search methodology for finding your ancestors online–and everything else you’re looking for! There are step-by-step instructions, screenshots and powerful examples for topics such as basic and advanced Google searching, Google Books, Google Earth, Google Scholar, Google Alerts, Google Translate and even YouTube.
Did you know there are two versions of The Genealogy Gems Podcast? Anyone can listen to our 