Episode 195

The Genealogy Gems Podcast
Episode 195
with Lisa Louise Cooke

In this episode, I’m celebrating the 100th episode of another podcast I host: the Family Tree Magazine podcast. So I’ll flashback to one of my favorite interviews from that show, an inspiring get-in-shape conversation for your research skills: how you can strengthen your research muscles and tone those technology skills to find and share your family history.

Genealogy Gems Podcast Episode 195

Genealogy Gems Podcast Episode 195

Listen now – click the player below

More episode highlights:

  • News on Chronicling America and Scotland’s People;
  • Comments from guest expert Lisa Alzo on millions of Czech records that have recently come online;
  • A YouTube-for-genealogy success story from a woman I met at a conference;
  • An excerpt from the Genealogy Gems Book Club interview with Chris Cleave, author of Everyone Brave is Forgiven;
  • Diahan Southard shares a DNA gem: the free website GEDmatch, which you might be ready for if you’ve done some DNA testing.

 

NEWS: GENEALOGY WEBSITE UPDATES

NEW RECORDS ONLINE: FREE CZECH RECORDS AT FAMILYSEARCH.ORG

On browse-only records:

Though not fully indexed, the new Czech browse-only records number over 4 million. Click here learn how to use browse-only collections on FamilySearch.org.

 

 

 

 

Lisa Alzo, Eastern European genealogy expert and author of the new book The Family Tree Polish, Czech and Slovak Genealogy Guide comments on the significance of these records coming online:

“These records are a real boon for Czech researchers because at one time the only to get records such as these was to write to an archive and taking a chance on getting a response or spending a lot of money to hire someone to find the records or to travel there yourself to do research in the archives.

The church records contain Images and some indexes of baptisms/births, marriages, and deaths that occurred in the Roman Catholic, Evangelical Lutheran, and Reformed Church parishes, as well as entries in those registers for Jews.

Land transactions containing significant genealogical detail for a time period that predates parish registers. The collection includes records from regional archives in Opava and Tebo and from the district archive in Trutnov.

School registers contain the full name for a child, birth date, place of birth, country, religion and father’s full name, and place of residence.

While researchers should keep in mind that not everything is yet online, and FamilySearch will likely add to its collection,  having these records from FS is an amazing resource for anyone whose ancestors may have come from these areas. And hopefully, there are more records to come!”

GENEALOGY GEMS NEWS

Celebrating 2 million downloads of the Genealogy Gems podcast and GenealogyGems.com named as one of Family Tree Magazine’s 101 Best Websites for 2016

Story of My Life by Sunny Morton, life story-writing journal available as a print workbook and as a writeable pdf e-book

Genealogy Gems app users:  For those of you who listen to this show through the Genealogy Gems app, your bonus handout is a PDF document with step-by-step instructions and helpful screenshots for Google image search on mobile devices. 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. In the works: RootsMagic will 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, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/Lisa.

Review your search results especially those that pop up in the Images category.

 

MAILBOX: Robin’s YouTube Success Story

YouTube video with Robyn’s father: Cleves, Ohio: Edgewater Sports Park

The Genealogist’s Google Toolbox, 2nd edition has an entire chapter on using YouTube to find family history in historical videos

YouTube for Family History: Finding Documentaries about Your Family

 

MAILBOX: FEEDBACK ON THE PODCASTS


Free, step-by-step podcast for beginners and a “refresher” course: Family History: Genealogy Made Easy

Genealogy Gems Premium podcast

 

SHAPING UP WITH SUNNY MORTON

Family Tree Magazine Podcast celebrates 100th episode

 

Sunny Morton has get-in-shape advice for us from strengthening research skills to toning tech muscles–from the article “Shaping Up” featured in the March 2010 issue of Family Tree Magazine.

More resources for genealogy education:

GENEALOGY GEMS BOOK CLUB: Everyone Brave is Forgiven, the best-selling novel by British author Chris Cleave. A love story set in World War II London and Malta. 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


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.
 
GEDMATCH WITH DIAHAN SOUTHARD, YOUR DNA GUIDE

The genetic genealogy community has a crush. A big one.  Everyone is talking about it. “It has such great features.” says one. “It has a chromosome browser!” exclaims another. “It’s FREE!” they all shout. What are they talking about? GEDmatch. GEDmatch is a mostly free online tool where anyone with autosomal DNA test results from 23andMe, FTDNA, and AncestryDNA can meet and share information. All you need to do is download your data from your testing company and upload it into your newly created GEDmatch account.GEDmatch is set up just like your testing company in that it provides two kinds of reports: ethnicity results, and a match list. Remember that ethnicity results, meaning those pie charts that report you are 15% Italian and 32% Irish, are based on two factors: a reference population and fancy math. GEDmatch has gathered data from multiple academic sources to provide you with several different iterations of ethnicity reports. This is like getting a second (and third and fourth, etc) opinion on a science that is still emerging. It is a fun exercise, but will likely not impact your genealogy research very much. The more important match list does allow you to see genetic cousins who have tested at other companies. Of course, only those who have downloaded their results and entered them into GEDmatch will show up on your list. This means GEDmatch has the potential to expand your pool of genetic cousins, increasing your chances of finding someone to help you track down that missing ancestor. Many also flock to GEDmatch because they were tested at AncestryDNA and thus do not have access to a chromosome browser. A chromosome browser allows you to visualize the physical locations that you share with someone else. Some find this to be a helpful tool when analyzing their DNA matches (though in my opinion, it is not essential).GEDmatch also has some great genealogy features that let you analyze your pedigree against someone else’s, as well as the ability to search all the pedigree charts in their system so you can look specifically for a descendant of a particular relative.However, even with all of these great features, GEDmatch is still yet another website you have to navigate, and with that will be a learning curve, and certainly some frustration. So, is it worth it? If you are fairly comfortable with the website where you were tested, and you are feeling both curious and patient, I say go for it.It’s too much to try to tell you right this minute how to download your data from your testing site and upload it to GEDmatch. BUT you’re in luck, I’ve put step-by-step instructions for getting started in a FREE tutorial on my website at www.yourDNAguide.com/transferring

Genealogy Gems Podcast turns 200: Tell me what you think?
As we count down to the 200th episode of the free Genealogy Gems Podcast, what have been YOUR favorite things about the podcast? Any particular topics, interviews or segments of the show? What keeps you coming back? What would you like to hear more of? Email me at genealogygemspodcast@gmail.com, or leave a voicemail at (925) 272-4021, or send mail to: P.O. Box 531, Rhome, TX 76078.

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Genealogy Gems Podcast Episode 235

Federal court records are wonderful because they are so packed with genealogical information. But knowing which records are available and where to find them can sound daunting, and that stops many genealogists from ever tapping into them. In this episode our aim is to fix all that. Professional forensic genealogist Michael Strauss is here to pull back the curtain and introduce you to these valuable records.

You know Michael from our Military Minutes segments here on Genealogy Gems. He also recently introduced us to descendancy research on Genealogy Gems Premium Podcast episode 174. The response to that episode was terrific. Many of you wrote in to say that it opened up a new avenue of research for you. This episode promises to do the same.

Podcast host: Lisa Louise Cooke
November 2019
Download the episode mp3

GEM: Federal Court Records with Michael Strauss

federal court records for genealogy

Where are Federal Records Found?

Federal Court Records are initially held in the custody of the national federal courthouses where the events occurred.

The National Archives and Records Administration (NARA) was founded in 1934.

National Archives, Washington DC (Archives1)
700 Pennsylvania Avenue, NW
Washington, DC 20408-0001
Toll-free: 1-866-272-6272
Email: archives1reference@nara.gov

Regional Archives – about a dozen across the country – hold record geographically by area. View the locations here at the National Archives website.

Are all the records catalogued on the National Archives website?

  • Master federal indexes are not yet online. Indexes are found at the location/level where these record files were created.
  • Each of the federal courts are found in record groups (RG).
  • Get the finding aid for the record group online at the National Archives website. That will point in the right direction as to where to get the indices.
  • Resource: Finding Aids at the National Archives

Types of Federal Courts:

The Federal Court System of the United States was established under the Judiciary Act of 1789 (1 Stat. 76) on September 24, 1789. Click here to read more about the role and structure of the federal courts at the United States Courts website.

District Courts:

Trial Courts of the United States. Their jurisdiction include:

  • Admiralty
  • Equity
  • Bankruptcy
  • and Naturalization

These courts began at different times dependent on the geographic area and when the states were created.

Circuit Courts:

Originally established in 1789 as three courts and later expanded to nine courts by 1866. Circuit Courts have jurisdiction over all matters (especially criminal) covered by Federal Law. Abolished in 1911 and taken over by District Courts.

Circuit Courts of Appeals:

Established under the Federal Court System by an Act of Congress on March 3, 1891 (26 Stat. 826), by acquiring the appellate jurisdiction of the U.S. Circuit Courts and later the U.S. District Courts. They have different geographic jurisdictions than the regular federal courts.

Supreme Court:

It is recognized as the highest court in the United States operating as an appeals court. Although a criminal case may have first been heard at the local level, it may have escalated to a federal court. Therefore, there could be federal records on that case.

Application for the Genealogist:

Michael has found that some of the richest records in the federal court system have come from the criminal court records. Our ancestors did get into trouble upon occasion. Michael’s grandfather was arrested in the 1940s and he was able to obtain those records.

Searching for Federal Records

Is it worthwhile to head to the National Archives and generally search to see if an ancestor has records? Or is it best to identify a case first, perhaps through a newspaper article, and then go to the National Archives location that would have the records for those identified cases?

No one is wasting their time going and searching the records. It’s a great way to get familiar with them. However, identifying a case through other records first can lead you quickly to the federal records. (Michael first found his grandfather’s case in a newspaper article.)

Types of Federal Court Records:

Dockets: Lists of cases heard by the court. Sometime referred to as court calendars.

Minutes:

Brief daily accounts of all actions taken by the court.

Orders:

The specific judgments or orders of the court. An example would be an order granting citizenship.

Briefs:

Legal document arguing why one Party should prevail on a case.

Mandates:

When a Defendant obligates themselves to engage in activities in exchange for suspension of sentence. Frequently seen in Criminal Court.

Case Files:

All the loose documents relating to the case bundled together.

How to Find Records at the Archives:

  1. Review the finding aid
  2. Request the Index and find the name and corresponding file information
  3. Request the record

An appointment is not required. They will pull the records as you request them. Record groups are pulled at different times. For the most part you will have the opportunity to view the original documents.

Record Groups:

The National Archives is set up by record groups, such as:

Records of the U.S. District Court – RG 21

Records of the U.S. Supreme Court – RG 267

Records of the U.S. Court of Appeals – RG 276

Records of the U.S. Court of Claims – RG 123  (Claims against the US. Individual citizens could actually file claims against the US)

Request the individual record groups separately.

Bankruptcy:

Bankruptcy Acts were passed by Congress usually after business disturbances or financial recessions.

Bankruptcy Act of 1800

This act followed the business disturbances of 1797.

The first national bankruptcy act was approved on April 4, 1800 (2 Stat, 19.) It provided for an effective period beginning June 2, 1800 and continuing for 5 years.

It applied only to merchants or other related parties. The act provided for compulsory or involuntary bankruptcy, but not for voluntary bankruptcy. Because of its limited applicability the act was repealed on December 19, 1803, just months before its expiration date.

Bankruptcy Act of 1841

This act followed the business panic of 1837.

The second national bankruptcy act was passed on August 19, 1841 and was to take effect on February 1, 1842.

The law allowed voluntary bankruptcy to all debtors, but limited involuntary bankruptcy to merchants, bankers, factors (an agent or commissioned merchant), brokers, and traders.

It eliminated the requirement of the consent of the creditor for a discharge. The bankrupt filer, however, could obtain his discharge through a jury trial if the jury found that he had surrendered all his property and had fully complied with the orders of the court.

Bankruptcy Act of 1867

This act followed the post-Civil War recession of 1866-1867.

On March 2, 1867, Congress approved the Nation’s third bankruptcy act to assist the judges in the administration of the law, the act provided for the appointment by the court of registers in bankruptcy.

The registers were authorized to make adjudications of bankruptcy, to hold and preside at meetings of creditors, to take proofs of debts, to make computations of dividends, and otherwise to dispatch the administrative business of the court in bankruptcy matters when there was no opposing interest.

In cases where opposition to an adjudication or a discharge arose, the controversy was to be submitted to the court.

Bankruptcy Act of 1898

This act followed the business panic of 1893 and the depression that followed. We are currently under the umbrella of this fourth act.

In 1889 The National Convention of Representatives of Commercial Bodies was formed to lobby for bankruptcy legislation. The president of the Convention, Jay L. Torrey, drafted a new Bankruptcy Bill otherwise known as the “Torrey Bill.”

In 1898 Congress passed a bankruptcy bill based on the previous Torrey bill. This Act also called the “Nelson Act” was passed July 1, 1898, (Ch. 541, 30 Stat. 544.) It was the first United States Act of Congress involving Bankruptcy that gave companies an option of being protected from creditors. Previous attempts at bankruptcy law had lasted at most a few years. Its popular name is a homage to the role of Senator Knute Nelson of Minnesota.

Bankruptcy files are in the custody of the National Archives and now stored offsite at the National Archives branch in Kansas City, MO. Researchers should contact the Archives directly to conduct searches. Some indexes are still maintained at the regional archives.

Bankruptcy Records Examples

1) Two pages from the Bankruptcy File of Percival L. Strauss of Bethel Twp. Berks Co. PA.  1 Page is the petition and the second page is a page from “Schedule A” which lists the debt owed by the bankrupt.

federal court bankruptcy record

Petition by Debtor: Percival L. Strauss

Creditors Bankruptcy record

Schedule A – No. 3: Creditors Whose Claims are Unsecured (Percival L. Strauss)

2) Tintype of Percival L. Strauss-circa 1872 within a few years of filing Bankruptcy.  

Percival L. Strauss

Percival L. Strauss. (Courtesy of Michael’s cousin Harry B. Strauss of Myerstown, PA)

Biographical information:
Percival Long Strauss (Son of Benjamin Strauss & Rebecca Long)
Born: December 16, 1830-Upper Bern Township, Berks Co. PA
Died: Mohnton, Berks Co. PA
Married: April 9, 1855-Bethel Township, Berks Co. PA to Malinda Smith (12 Children)

May 18, 1867 (Page 3, Column 6), in the Berks & Schuylkill Journal newspaper the entry reads: “P.L. Strauss of Bethel Twp. Berks County, PA Class #13 License paid $10.00 to conduct store (merchant).” 

This is the business he had at the time of his bankruptcy filing on May 27, 1867 in Philadelphia, PA in the Eastern District of Pennsylvania.

Types of Information Found in Bankruptcy Records:

  • Lists of creditors (name, address)
  • Amount of money owed (the debt)
  • Specific information about the items for which the debt was incurred
  • Total dollar amounts

Follow the Federal Record Trail:

Information found could lead you to additional records. For example, if your ancestor filed for bankruptcy due to debts associated with his business, you could go back to the local level to look for records such as a business license, newspaper articles, etc.

Lisa suggests searching Google Books for digitized items such as county histories, almanacs, catalogs, merchant association books, etc. Here’s an example of a bankruptcy notice found in Google Books (which is free) for Michael’s ancestor Percival L. Strauss

Bankruptcy notice in Google Books

Searching for Percival L. Strauss bankruptcy notice in Google Books

 

Bankruptcy notice in Google Books

Bankruptcy notice (Oct. 9, 1868) found in Google Books

The National Archives has been consolidating all of the bankruptcy records. It is going to be the Kansas City, MO branch of the National Archives, which currently has the Patent files.

Examples of bankruptcy cases:

  • Bankruptcy Act of 1841 – Edgar Allen Poe filed bankruptcy in 1841.
  • Bankruptcy Act of 1898 Act – Dean Martin in New York

Amendments to the most recent bankruptcy act include:

1933: The “1898 Bankruptcy Act”

Amended to include railroad reorganization, corporate reorganization, and individual debtor arrangements.

1938:  The “Chandler Act”

Amended the earlier 1898 Bankruptcy Act, creating a menu of options for both business and non-business debtors. Named for Walter Chandler.

1978: The 1898 Bankruptcy Act

Replaced by The Bankruptcy Reform Act. This Act is still used today.

Writs of Habeas Corpus:

Habeas corpus is a court order from a judge instructing a person who is detaining another to bring the detainee before the court for a specific purpose.

It was often used during the Civil War for soldiers under the age of 18 years and in reference to runaway slaves.

Writs can be found in most case files. They usually involves a petition, transcript, order, and the writ when ordered by the Judge. Contact the National Archives regarding RG19 for records pertaining to this set of documents and indexes.

Fugitive Slave Act:

The Fugitive Slave Act of 1850 was passed by the United States Congress on September 18, 1850 as part of the Compromise of 1850. It was one of the controversial acts passed down by law. Runaway slaves could be returned with the help of the Federal Government.

Records can include:

  • Petitions
  • Affidavits
  • Testimonies
  • Documentation of ownership

Records are typically found in the court of original petition and the court with jurisdiction over the area where the slave escaped. Search under the slave holder’s name.

The Confiscation Act of 1862:

Passed by an act of Congress on July 17, 1862, the full title is “An Act to Suppress Insurrection, to Punish Treason and Rebellion, to Seize and Confiscate the Property of Rebels, and for Other Purposes.”

This Act gave the power to take the land and businesses of persons who served the Confederacy. Records include case files include; petitions, orders of the court, proofs of public notice, and notices of seizure

Example: General Robert E. Lee. The act covered land under Union Control. Lee lived in Northern Virginia, and his home was confiscated. The file has a complete inventory of his house. The location is now the Arlington National Cemetery.

Federal Criminal Records

Criminal records could include cases covering:

  • Treason
  • Assault and Battery on the high seas
  • Conspiracy to over through our government
  • Smuggling
  • Forgery
  • Counterfeiting
  • Carrying on a business without a license
  • Not paying taxes

Naturalization Records:

Records were created:

  1. at the federal level
  2. at the local level – local court at the county level

1790: The first national act created a two-step process:

  1. Declare your intention to become a citizen
  2. File your petition for citizenship

Your ancestors may not have finished the process, and they may have filed both at local and federal levels.

Naturalization Record German Genealogy Records Bust Brick Wall

Petition for Naturaliztion

 

Resource: The Family History: Genealogy Made Easy Podcast

Family History Genealogy Made Easy Podcast

 

Episodes focusing on the Naturalization process include:

Episode 29: Immigration and Naturalization Records for Family History, Part 1

This episode begins a 3-part series on U.S. immigration and naturalization records. Learn about passenger arrival lists in the U.S., little-known certificates of arrival and naturalization records: how to find them and what’s in them.

Episode 30: Immigration and Naturalization Records for Family History, Part 2

In this episode we focus on passenger departure records created in European ports. He also talks more in-depth about U.S. naturalization records.

Episode 31: Immigration and Naturalization Records for Family History, Part 3

In-depth discussion of passenger list annotations and the immigrant’s experience at Ellis Island. Unlock the meaning of those mysterious scribbles on 20th-century passenger manifests!

Learn More with Michael Strauss:

Visit Michael’s Website: Genealogy Research Network

Register for Michael Strauss’ week-long Salt Lake Institute of Genealogy (SLIG) 2020 course called Court #2 A Guide to Treasures Found in Federal Records.

Hear More from Michael Strauss: Genealogy Gems Premium Membership

Gain access to the complete Premium podcast archive of over 150 episodes and more than 50 video webinars, including Lisa Louise Cooke’s newest video The Big Picture in Little Details.

Become a member here.

More Reading:

Black, Henry Campbell. Black’s Law Dictionary. Sixth Edition. St. Paul: West Publishing, 1990.

Burton, William C. Burton’s Legal Thesaurus. New York: Macmillan Library Reference, 1998.

Chapin, Bradley. Criminal Justice in Colonial America, 1606–1660. Athens: University of Georgia Press, 1983

Eichholz, Alice ed., Red Book: American State, County, and Town Sources, 3rd Ed Provo: Ancestry, 2004.

Evans, Barbara Jean. The New A to Zax: A Comprehensive Genealogical Dictionary for Genealogists and Historians. Second Edition. Champaign: B.J. Evans, 1990

Neagles, James C. and Lila Lee Neagles. Locating Your Immigrant Ancestor: A Guide to Naturalization Records. Logan: Everton Publishers, 1986.

Rapaport, Diane. New England Court Records: A Research Guide for Genealogists and Historians. Burlington: Quill Pen Press, 2006

Rose, Christine. Courthouse Research for Family Historians. San Jose: CR Publications, 2004.

Schaefer, Christina. Guide to Naturalization Records of the United States. Baltimore: Genealogical Publishing Company, 1997.

Szucs, Loretto Dennis, and Sandra Luebking. The Archives: A Guide to the National Archives Field Branches. Salt Lake City: Ancestry Publishing, 1988.

Thank you to Michael Strauss for contributing to these notes and sharing his expertise!

This free podcast is sponsored by:

MyHeritage

MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Visit www.MyHeritage.com

Rootsmagic

Lisa Louise Cooke uses and recommends RootsMagic family history software. Visit www.RootsMagic.com

 

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10 Questions to Rate Your Readiness for Genealogy Research Success

Elevenses with Lisa Episode 39 Show Notes

Elevenses with Lisa is our little slice of heaven where friends get together for tea and talk about the thing that never fails to put a smile on our face: Genealogy!

Are you ready for a year of successful genealogy? Learn how to develop an effective research plan, and preserve and protect your genealogy. Keep reading for the show notes that accompany this video.

10 Questions to Rate Your Readiness for Genealogy Success

1. Have you selected a place to start?

I started learning how to play the guitar in 2020. I began with an online course to learn the basics, and I picked one song that I really wanted to learn how to play. 

For three months I worked my way through the course and played that song over and over every day. This resulted in two things: I learned how to play the song, and my husband took a blow torch to my guitar! (Just kidding.)

At the end of those three months I had several weeks where I just didn’t feel I was making any progress at all. I practiced every day, but I wasn’t getting anywhere.

It turns out that I had reached my initial goals – I knew the most popular chords, had memorized the Pentatonic Scale and could play the song Crazy On You for a captive audience in my home. However, I had not  stopped to identify my next set of goals. Therefore, stagnation set in.

In an effort to restart my learning and success trajectory, I spent an evening looking through my record collection and I made a list of 6 of my favorite songs. Then I put them in the order I wanted to learn to play them. Most importantly, I identified which one was my top priority to learn. Once I did that, I knew exactly how I was going to spend my practice time.

It sounds simple, but finding and deciding on the place to start (or restart) is really easy to miss. When it comes to genealogy there’s always a bright shiny object online ready to gobble up a few precious minutes, or hours, or days! Having a predetermined project goal in mind will help you get down to business faster and keep you from wandering aimlessly.

2. Have you developed a project research question?

Once you know what your project will be, it is time to formulate the general question. In other words, what is the question you are trying to answer?

In this episode I shared the family story that had been handed down the McClelland family about their ancestor Washington McClelland. The story went like this: “He immigrated to the U.S. from England. He was working on the railroad when he met a girl in Idaho. She became pregnant. They married. He converted to the LDS church. They raised a family together.”

The general research question was “is this story true?” That’s a big question, and one that we’ll break down further in question #3. 

Genealogy Gems Premium Members can learn more about formulating research questions by watching the segment How Alice the Genealogist Avoids the Rabbit Hole Part 1 in Elevenses with Lisa Episode 2. It’s available in the Premium Videos area of the Genealogy Gems website. Don’t miss the downloadable handout! You’ll find the link under the video. (Learn more about becoming a Premium Member here.)

3. Do you have a Research Plan for your genealogy project?

The general project question can usually be broken down into several bite-sized actionable questions. In the example of “Is the story about Washington McClelland true?” we can break that question down into several questions:

  • Where exactly was Washington from in England? 
  • When did he come to the United States?
  • Why/how did he end up out West?
  • Did he work on the railroad?
  • When and where did he marry?
  • When was their oldest child born?
  • Did he join the LDS church?

And many of these questions can likely be broken down further. These more focused question help provide the framework for the project’s research plan. They can then be re-sorted so that they follow a logical progression of answers.

The next step will then be to identify and prioritize the sources (records) that are likely to provide the necessary relevant evidence. Then determine the order in which you will locate each identified record. Finally, add where you think you can find the records to the plan.

4. Do you have the research forms you need?

There are many different types of genealogy research forms: research logs, blank record forms, checklists, just to name a few.

Research logs are great for keeping track of your research plan progress. Blank record forms (such a blank 1900 U.S. Federal Census form) are very handy for transcribing the pertinent information for analysis. And checklists (such as a list of all types of death records) help ensure that you don’t miss and records, and you don’t look for the same record twice!

Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.

Free Genealogy Forms at Ancestry
Here you’ll find several common and helpful genealogy forms including:

  • Ancestral Chart
  • Research Calendar
  • Research Extract
  • Correspondence Record
  • Family Group Sheet
  • Source Summary
  • US, UK And Canadian Census Forms

5. Have you established Your Filing System?

Having an organizational system in place takes the guesswork out of where things should be filed, making it much more likely they will actually get filed. It also ensures that you’ll be able to put your hands on your records whenever you need them.

Here’s a secret: There is no one perfect filing system. The most important thing is that it makes sense to you and that you are consistent in how you use it.

In Elevenses with Lisa Episode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)

As you work on your genealogy research you’ll find there are two important tasks you will be doing often:

  • Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
  • Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)

Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:

  • Place a “to be filed” basket next to your desk.
  • Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.

7. Do you have the supplies you need on hand?

Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.

Here’s what my shopping list looks like:

  • 3” 3-Ring View Binders
    (allow you to customize covers & spines)
  • 1” 3-Ring View Binder
  • 1 box of Acid-Free Sheet Protectors
  • 3-Ring Binder Tab Dividers

8. Have you settled on a file naming scheme?

How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.

Here’s what my basic file naming format looks like:

  • Year (will force chronological order)
  • First Name (filed in surname folder)
  • Location

Example: 1920_robert_m_springfield_oh

Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.

8. Are you prepared to make copies?

Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data. 

Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off  from its cloud hosting service.  According to the Wall Street Journal, “other tech partners also acted, crippling operators.”

Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.

My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:

The bottom line is that our family history is our responsibility to preserve and protect. While we can benefit from sharing copies of it online, putting all our genealogy eggs in only the online basket puts it at risk because we don’t have control.

While I love the idea of going paperless and I’ve been striving to do that in recent years, I’m changing my tune on this. For several years I’ve been strongly recommending that you get your own genealogy software on your own computer and use it as your master database. All online family trees are simply copies. Many people, particularly those who rely solely on FamilySearch often wondered why I was so concerned. The events of this week make my point and put an exclamation point on the end of it.

Making digital and paper copies of your data is a simple strategy you can put in place today. This means regular print outs of your tree, family group sheets, and the most important genealogical documents. I keep mine in a portable fireproof safe.

We can also make digital copies as well. For example, last year I had all my old home movies transferred to digital and they are stored on my computer. I went the extra step to get copies on DVD and I also copied the digital files onto a terabyte hard drive that is in the fireproof safe.

Remember, your computer is connected to the Internet. If you’ve ever woken up to a Windows update, then you know that tech companies can make changes to your computer. Having your own paper and digital copies are just extra insurance that certainly can’t hurt.

Here’s a checklist of things you can put in place today:

  • a good printer
  • extra ink
  • a stock of paper
  • a portable terabyte hard drive

Ideas for saving paper and ink:

  • Print only the most important documents that might be more difficult to replace.
  • Focus your printing on direct ancestors.
  • Print in draft mode (depending on the document) and / or black and white to save ink.
  • Make double-sided copies.
  • When possible, add two documents to each side of the paper so that one piece of paper holds 4 documents.

 

9. Is your computer backed up to the Cloud?

I use and recommend Backblaze for computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:

backblaze server podcast

Image courtesy of Backblaze.

I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html 

Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:

  • What is cloud backup?
  • Why should I use cloud backup?
  • How does cloud backup work?
  • Is cloud backup safe?
  • What should I look for when selecting a cloud backup service?
  • My personal cloud backup choice

10. Have you scheduled ongoing education time?

Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.

Thank you for making Elevenses with Lisa and Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!

On the Genealogy Gems YouTube channel:

  • Click the Subscribe button
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    https://www.youtube.com/GenealogyGems
    enter your email address and select from the drop-down menu how often you would like to receive notifications. Then click the orange “Feed Me” button. When I post a new video or schedule an Elevenses with Lisa episode you’ll receive an email notification.

Recap: 10 Questions to Rate Your Readiness for Genealogy Success

  1. Have you selected a place to start?
  2. Have you developed a project research question?
  3. Do you have a Research Plan for your genealogy project?
  4. Do you have the research forms you need?
  5. Have you established Your Filing System?
  6. Do you have the supplies you need on hand?
  7. Have you settled on a file naming scheme?
  8. Are you prepared to make copies?
  9. Is your computer backed up to the Cloud?
  10. Have you scheduled ongoing education time?

Elevenses with Lisa Archive

Premium Member have exclusive access to all of the archived episodes and downloadable handouts. Visit the Elevenses with Lisa Archive

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Please leave your comment or question below

Let us know if you found this video and article helpful. I’d also like to hear from you about the topics you would like to learn more about in future episodes. Thanks!

 

Episode 200

The Genealogy Gems Podcast
Episode 200
with Lisa Louise Cooke

Listen Now

It’s finally here – the 200th episode of the free Genealogy Gems podcast, also celebrating its 10th year.

In this special episode, Lisa invites Professor Mark Auslander to share his discoveries about a mother and young daughter separated by slavery. Learn how he pieced together their story from a poignant family heirloom found at a flea market.

Throughout the episode, you will hear from several listeners, past podcast guests, Gems staffers and supporters in the genealogy industry with congratulations, memories, stories, and favorite Gems tips. Listen for the DNA success story of an adoptee who never gave up his search for his biological roots.

Thanks to all listeners and friends who sent congratulations! Among them are:

Allison Dolan, Publisher, Family Tree Magazine. She mentioned the Family Tree Magazine Podcast

Bruce Buzbee, RootsMagic family history software

DearMYRTLE, veteran online genealogy educator and author of the award-winning DearMYRTLE blog. She mentioned Lisa’s Family History: Genealogy Made Easy podcast; her all-day seminars at societies; and classes at her booth during conferences.

Geoff Rasmussen, Legacy Family Tree webinars, and author of Kindred Voices: Listening for Our Ancestors

Jim Shaughnessy, Findmypast.com

Mary Tedesco, host and genealogist on PBS’ Genealogy Roadshow, founder of Origins Italy, co-author of Tracing Your Italian Ancestors and a guest on Genealogy Gems Podcast episode #175, talking about Italian research and her work on Genealogy Roadshow

Steve Luxenberg, author of Annie’s Ghosts: A Journey into a Family Secret. Listen to Lisa’s conversation with him in The Genealogy Gems Podcast episodes 120 and 121. This book and interview planted the seed for the Genealogy Gems Book Club!

Yev Pusin, Social Marketing Marketer, Backblaze online computer backup service, also celebrating its 10th anniversary

 

MAILBOX: LISA AND SUNNY

The following were mentioned in listener emails and voicemails:

Family History: Genealogy Made Easy Podcast by Lisa Louise Cooke. This is a FREE step-by-step series for beginning genealogists?and more experienced ones who want to brush up or learn something new. One listener mentioned the series on naturalization records in episodes 29-31.

The Genealogy Gems Premium Podcast by Lisa Louise Cooke. Monthly episodes?and the full archive of past episodes?are available to Genealogy Gems Premium website subscribers. This podcast takes what you love about the free Genealogy Gems podcast and goes deeper, broader and more exclusively into topics of interest for U.S. and international audiences.

The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

Using Evernote to organize your family history research: free tips and great resources to help you make the most of this free app (or its Premium version) to keep all your genealogy research notes and links organized and at your fingertips.

Netvibes computer dashboard tool and mobile apps for genealogy

Computer backup story from Kathy: “I was robbed! They took the computer AND the backup drive!”

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.

DNA WITH YOUR DNA GUIDE DIAHAN SOUTHARD

Diahan’s series of how-to videos, available to Gems fans for a special price.

Diahan’s series of DNA quick guides, available in print or as digital downloads

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search WebHints on FamilySearch.org, Findmypast.com and MyHeritage.com. Soon RootsMagic will also be able to search records and even sync your tree with Ancestry.com, too.

 

MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your buy medicine online worldwide ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.

 

INTERVIEW: MARK AUSLANDER

Mark Auslander is an Associate Professor and Museum Director at Central Washington University in Ellensburg, WA and the author of The Accidental Slaveowner: Revisiting a Myth of Race and Finding An American Family.

“Slave Mother’s Love in 56 Carefully-Stitched Words”

Mark’s path to the probable family of this artifact used these techniques:

Look closely at all clues from the artifact: the fabric, stitching, colors, facts conveyed in the text, etc. Look at both the historical clues and the artistic or symbolic aspects of it.

Create a profile for the people mentioned based on what is known. Probable age for Ruth Middleton in 1921, etc.

Use contextual and social history clues to hypothesize a scenario. The inclusion of “South Carolina” hints that the seamstress didn’t live in South Carolina, so he guessed that she was part of the Great Migration of millions of African-Americans in the early 1900s who headed from the rural South to the industrial Midwest and other urban cities.

Take advantage of unusual clues. Rose is a common name for an enslaved woman, but not Ashley.

Look through all available records. Possible census listings for Ruth Middleton in 1920 didn’t seem likely candidates. He dug through marriage records for Northern states until he found a woman named Ruth who married a man named Middleton who fit the profile he’d created.

Use specialized sources for African-American research, especially records created by and about the slaveholder that relate to the holding, sale or transfer of enslaved people.

Mark says that some researchers describe the search process as “guided by some force larger than yourself that keeps you going through those endless hours in microfilm rooms or online. But it does connect us all in very profound ways to those who came before and those who come after?.Through genealogical work, in a sense we can triumph over death itself and we can move back and forth in time in the most remarkable way.”

Coming up next month in The Genealogy Gems Podcast episode 201: An interview with Angela Walton-Raji on finding African-American ancestors. She shares tons of resources! Even if you haven’t found any African-Americans on your family tree, the challenges and rewards of African-American genealogical research are both fascinating and moving to learn about.

Legacy Tree Genealogists provides expert genealogy research service that works with your research goals, budget and schedule. The Legacy Tree Discovery package offers 3.5 hours of preliminary analysis and research recommendations: a great choice if you’ve hit a brick wall in your research and could use some expert guidance. GENEALOGY GEMS EXCLUSIVE OFFER: Go to www.legacytree.com/genealogygems and use coupon code GEMS100 to save $100 off your purchase of research services (expires 4/30/17).

CONVERSATIONS WITH MORE GEMS

Amie Tennant, Gems Content Contributor: see the Genealogy Gems blog

Lacey Cooke, Gems Service Manager

Vienna Thomas, Associate Producer and Audio Editor; she mentioned a favorite Genealogy Gems Book Club title and interview were with Chris Cleave, author of Everyone Brave is Forgiven

 

GENEALOGY GEMS BOOK CLUB

   

The Truth According to Us by internationally bestselling author Annie Barrows

It’s the summer of 1938, and wealthy young socialite Miss Layla Beck is now on the dole as a WPA worker, assigned to write a history of the small town of Macedonia, West Virginia. As she starts asking questions about the town’s past, she is drawn into the secrets of the family she’s staying with?and drawn to a certain handsome member of that family. She and two of those family members take turns narrating the story from different points of view, exploring the theme that historical truth, like beauty, is often in the eye of the beholder.

Click here to read an introduction to using WPA records for genealogy.

Annie Barrows is also the co-author of The Guernsey Literary and Potato Peel Pie Society. This novel takes place after World War II in a London recovering from the Blitz and an island recovering from German occupation. At the heart of Guernsey is an unlikely love story and the inspiring tale of a community that took care of each other in their darkest days with humor, compassion and good books.

Click here to see more Genealogy Gems Book Club selections and how you can listen to Lisa’s upcoming exclusive conversation with author Annie Barrows about The Truth According to Us.

Music from this episode is from the band Venice

The song played at the opening was “We’re Still Here,” from the album Born and Raised.

The song played at the closing was “The Family Tree” from the album 2 Meter Sessies; click to purchase the album or download the song as a single.

 

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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!

Genealogy Gems Podcast Episode 240 Evidence & Proof, Organization and DNA

The Genealogy Gems Podcast is the leading genealogy and family history show. Launched in 2007, the show is hosted by genealogy author, keynote presenter, and video producer Lisa Louise Cooke. The podcast features genealogy news, interviews, stories and how-to instruction. It can be found in all major podcasting directories, or download the exclusive Genealogy Gems Podcast app to listen to all the episodes and receive bonus content.

Click below to listen to this episode:

Podcast host: Lisa Louise Cooke
April 2020
Download the episode mp3

In this episode you’ll hear from genealogy experts on genealogical evidence & Proof, DNA, and organization. 

New Online Show: Elevenses with Lisa
Thursdays, 11:00 am Central
on the Genealogy Gems Podcast Facebook page

Click here for are all the exciting details and to watch episodes at the Genealogy Gems blog.

Elevenses with lisa genealogy youtube show

Watch Elevenses with Lisa

What’s even better than listening to a genealogy podcast? Watching and listening to a genealogy online show!

Elevenses with Lisa is the new online video series by author and international genealogy speaker and host of The Genealogy Gems Podcast, Lisa Louise Cooke. Tune in live or watch on your own schedule.

 

The free podcast is sponsored by MyHeritage:

 

Backblaze lisa louise cookeDon’t leave your precious computer files at risk.
Back up your computer with the Cloud back up Lisa uses.

Visit www.backblaze.com/Lisa

 

 

GEM: Organization with Lisa Lisson

  • Organization: It’s not a project, it’s a system.
  • Be consistent.
  • Organize throughout your research day.
  • Use a research plan every single time.
  • Use workflows.
Lisa Lisson and Lisa Louise Cooke at RootsTech 2020

Lisa Lisson and Lisa Louise Cooke at RootsTech 2020

Lisa Louise Cooke’s Tip:

  • Put the year in the file name first. It automatically puts your files in chronological order. (Genealogy Gems Premium Members can learn how to implement Lisa’s entire computer filing system by watching the Premium videos Hard Drive Organization Parts 1 & 2.)
  • Always try to only touch a piece of paper once. Make a conscious decision what to do with it and do it: Work with it right now, File it, or throw it away. Don’t just move it around your desk.

Order your copy of Lisa Lisson’s Genealogy Planner at https://lisalisson.com/planner.  

Are You My Cousin? by Lisa Lisson Planner

The free podcast is sponsored by:

Rootsmagic

Lisa Louise Cooke uses and recommends RootsMagic family history software. Visit www.RootsMagic.com

GEM: DNA Q&A with Andrew Lee

Interview with Andrew Lee, author of the book DNA Q&A. Click here to order the book.

DNA Q&A by Andrew Lee

Andrew Lee and Lisa Louise Cooke with a lucky winner at RootsTech 2020

Andrew Lee and Lisa Louise Cooke with a lucky winner at RootsTech 2020

GEM: Evidence & Proof with Kate Eakman

Kate Eakman Legacy Tree GenealogistsThe Genealogical Proof Standard tells us that we need to conduct reasonably exhaustive research in order for our work to be credible. If you’ve ever wondered just what constitutes “reasonable” (and if your family tree is up to snuff) my guest author Kate Eakman, professional genealogist at Legacy Tree Genealogists, has answers.  

Read Kate’s article Genealogical Evidence and Proof: How to know if you’ve compiled enough evidence at the Genealogy Gems blog.

45 Minute Online Genealogy Consultations: Sometimes the wrong evidence or assumptions can push us into a brick wall. A fresh set of expert eyes can help you identify the problem and recommend the sources you need to pursue in order to compile trustworthy evidence.

If you are looking for some assistance in your genealogical research, Legacy Tree Genealogists can help. Our affordable ($100 USD)  Genealogist-on-DemandTM Virtual Consultation service provides you with the opportunity for a 45 minute one-on-one discussion of your research with one of our expert genealogists. We can help guide you in evaluating evidence and determining research strategies to move forward with your research confidently. 

 

 

The Genealogist’s Google Toolbox , 3rd Edition

By Lisa Louise Cooke

  • Fully Updated and Revised!
  • Brand New Chapters
  • Featuring Lisa Louise Cooke’s Google Search Methodology for 2020

A lot has changed and it’s time to update your search strategy for genealogy!

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Click to order your copy of “The Genealogist’s Google Toolbox, Third edition” by Lisa Louise Cooke

Discover the answers to your family history mysteries using the newest cutting-edge Google search strategies. A comprehensive resource for the best Google tools, this easy-to-follow book provides the how-to information you need in plain English.

This book features:

  • Step-by-step clear instructions
  • quick reference pages.
  • Strategies for searching faster and achieving better results.
  • How to use exciting new tools like Google Photos and Google Earth.

Visit the Genealogy Gems Store here to order your copy.

Read our latest articles at Genealogy Gems:

 

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