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:

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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?

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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!

 

10 Awesome Genealogy Finds at the Internet Archive

Elevenses with Lisa Episode 43 Show Notes

Do you like finding new stuff about your family history? Well, then you’re in the right place because today that’s exactly what we’re going to do in this episode of Elevenses with Lisa

If you’re looking for new information about your family history, an important website to add to your research list is the Internet Archive. The Internet Archive is a free website that attempts to archive the web, and that includes online genealogy!

One of the best ways to approach your search at the Internet Archive is by focusing on a particular type of record. Here are 10 genealogy records that every genealogist needs that can be found at this free website.

Watch the Internet Archive episode:

Getting Started with the Internet Archive

You are free to search for and access records without an account, but there’s so much  more you can do with a free account. Here are just a few advantages of having an Internet Archive account:

  • Borrowing ebooks
  • Saving Favorites
  • Uploading content
  • Recommending websites to be archived.

Getting a free account is easy. Simply click on the Sign Up link in the upper right corner of the home page.

Types of Content at the Internet Archive

There’s a surprisingly wide variety of content available on the website including:

  • Video
  • Audio
  • Text
  • Images
  • Books
  • Software

10 Awesome Finds at the Internet Archive

A great way to discover all that the Internet Archive has to offer is to think in terms of categories of records. I’m going to share with you ten genealogy record categories that include several specific types of records.

Start your search for each category using just a few keywords such as:

  • a location (town, county, etc.)
  • the type of record,
  • a family surname, etc.

Next try applying some of the filters found in the column on the left side of the screen. I try several combinations of searches to ensure that I’ve found all that the Internet Archive has to offer. Let’s get started:

Genealogy Records Category #1: Church Records

In Elevenses with Lisa episode 41 we discussed how to find and use church records for your family history. Here are just a few of the specific types of church records you can find at the Internet Archive:

  • Meeting Minutes
  • Church Histories
  • Quaker Records

Genealogy Records Category #2: Family Records

Including:

  • Compiled Family Histories
  • Family History (general)
  • Family Bibles

Learn more about finding and using family bibles for genealogy in Elevenses with Lisa episode 29.

Genealogy Records Category #3: Location-Based Records

Including:

  • Location History (Example: Randolph County Indiana History)
  • City and Rural Directories
  • Almanacs
  • International
  • Newspapers
  • Gazetteers
  • Plat Maps

Genealogy Records Category #4: School Records

Including:

  • Yearbooks
  • Student Newspapers
  • High School, College, etc.

Genealogy Records Type #5: Work Records

Including:

  • Trade journals
  • Corporate histories
  • Works Progress Administration (WPA)
  • Civilian Conversation Corps (CCC)

Genealogy Records Category #6: Military Records

Including:

  • Military Radio Shows
  • Newsreels
  • Military histories
  • Photographic reports
  • Veterans Administration Payment Records
  • WWI County Honor Books

Elevenses with Lisa episode 31 features the Genealogy Center at the Allen County Public Library which hosts much of their content on the Internet Archive. Tip: If you find a collection difficult to navigate, visit the website of the sponsoring organization (such as the Allen County Public Library) which may have a better user interface for searching the records.

Genealogy Records Category #7: Patent Records

From the United States Patent and Trademark Office. Keep in mind that your ancestor may be mentioned in a patent even though they did not file it.

Genealogy Records Category #8: Probate Records

Although there doesn’t currently appear to be a large number of probate records, the Internet Archive does have some. Try searching by location to see if it includes a probate record for others from the same community. For example, a prominent shopkeeper might list many in the town who owed them money.  

Genealogy Records Category #9: Audio and Video Records

Audio records include:

  • Oral interviews
  • Old radio shows
  • Music from days gone by (78s, cylinders, etc.)

Genealogy Gems Premium Members: Listen to episode 176 of the Genealogy Gems Premium Podcast for more on the Great 78 Project at the Internet Archive. (Learn more about joining us as a Premium Member.)

Video records can include:

  • Old home movies
  • Local shows and news
  • Newsreels shown in movie theaters
  • History Documentaries

I searched for the small town where my husband’s ancestors lived for several generations and found a great video from 1954. It featured a parade float sponsored by his great grandfather’s business and several faces I recognized! Watch Winthrop Days.

Genealogy Records Category #10: Collections!

A collection is a group of records submitted by a user. Often times these will be organizations, libraries and archives.

You’ll find the most popular collections listed on the Internet Archive home page. You can also search collections from the Advanced Search.

Here are just a few examples of collections that may be of interest to you as a genealogist:

Borrowing Books from the Internet Archive

Visit the Books to Borrow collection. You will need to be logged into your free Internet Archive account in order to borrow books. You can borrow the book in 1 hour increments. In some cases, you can choose a 14-day loan. If there is only one copy of the book available, the 1 hour load will be the only option. If there are no copies available you can join a waitlist. No waitlist is necessary for one hour loan ebooks.

Learn more about creating your own collection at the Internet Archive.

Tips for Using the Internet Archive

Tip: Find More at the Internet Archive

Scroll down below the individual item for:

  • Download options
  • “In Collections” (which can lead you to more content from the same collection)
  • Similar items

Also, when you find an Item of interest, click the Contributor link to see all of the items uploaded by the user. It’s very likely they will have additional similar items.

Tip: Use the Internet Archive Advanced Search and Search Help

One advantage to using the Advanced Search is when you are searching for items from a specific timeframe. It’s much more efficient than clicking the box for very year in the range in the filter.

Tip: Downloading from the Internet Archive

Download the full cover version of the PDF when available. Images will likely be clearer and more accurate.

More Interesting Content at the Internet Archive:

  • Video Game Oregon Trail
  • Old Radio Programs
  • bureau of Refugees, Freedmen, and Abandoned Lands, 1865-1872
  • Veteran’s Administration Pension Payment Collection
  • Oaths of Allegiance and Naturalization Index
  • Genealogical publications

Answers to Live Chat Questions

One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.

Question from Sue: What does metadata mean?
Lisa’s Answer: Metadata is data that describes other data. For example, the date of upload is metadata for a digital file that you find online. Metadata is often added by the person or institution doing the uploading to the Internet Archive. I like to search both “Metadata” and “text contents”.

Question from CA: ​Date filter really applies to date posted not date of item u r looking for….correct?
Lisa’s Answer: In the case of genealogical documents, the date typically refers to the date of original publication rather than the date posted. You will find dates back into the 19th century in the filters.

Question from Mary: ​is there a print icon? I don’t see it.
Lisa’s Answer: Instead of printing, look for the download options. Once downloaded to your computer, then you can print. 

Downloading at Internet Archive

Click the options icon (3 dots in the round circle just below the Search icon) on the left side of the viewer to find the Downloadable Adobe files, or look for Download options below the item.

Question from Susie: ​Would this site have membership of Rotary clubs and such type groups?
Lisa’s Answer: Absolutely! Search for “rotary club” and perhaps the name of the town or locality.

Rotary Club records at Internet Archive

An example of a Rotary Club record from 1951 at the Internet Archive.

Question from Sally: Is broadest search METADATA? Does it catch everything?
Lisa’s Answer: No. Metadata is the default. I would strongly advise running both Metadata and text context searches for your search terms.

Question from Amy: ​Lisa, do you know of a way to correct records that are incorrectly or in sufficiently tagged?
Lisa’s Answer: To the best of my knowledge, you can only do that if you were the one who uploaded the item. If anyone else reading this has found a way to edit or tag other user’s items, please leave a comment below.

Question from John: You may have mentioned this but what is the difference between searching metadata or searching text?
Lisa’s Answer: Searching metadata is only searching the data (like tags) that were added to provide more information about the item. A text context search will search all the text that was typed including the title and description. I recommend searching both ways. Keep in mind that not all user’s include detailed descriptions, which is why metadata is very important.

Question from K M: ​Why does Allen County Library have this archive?
Lisa’s Answer: I think it may be because the Internet Archive provides affordable cloud storage which can be a big expense when offering online records.

Question from Karen: Lisa will you explain the download options?
Lisa’s Answer: Options are based on the type of item. For print publications you will often find you can download the item as an EPUB, PDF, Full Text, etc. Download options can be found by scrolling down just below the item near the description and Views. You can also found download options for Adobe files while viewing the item in the viewer. Click the three dots in a circle icon just below the search icon.

Question from Barbara: Would audio include old local radio programs?
Lisa’s Answer: Absolutely!

Question from Rita: Can you share info about how to upload something?
Lisa’s Answer: Learn more about creating your own collection at the Internet Archive.

Question from Margaret: What about information on the Mayflower?
Lisa’s Answer: Yes. Search Mayflower and then use the filters to narrow your results by Topic & Subject and by Year.

Question from Jeremy: Any pointers on Swiss Mennonites, Lisa?
Lisa’s Answer: A search of Swiss Mennonites brings up 21 items, some of which look rather interesting. Otherwise, like with all genealogy research, formulating a more specific question can help you craft a better search query at the Internet Archive.

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