Episode 71 – Genealogy Organization and Work Flow that WORKS!

by | Sep 14, 2021 | 01 What's New, Elevenses with Lisa, Evernote, Organization | 6 comments

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.
 
Genealogy Workflow Organization

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.

 Watch Live: Thursday, September 16, 2021 at 11:00 am CT 
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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:

  1. 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 Lisa episode 7.
  2. Conclusions added to Master Genealogy Database (Software on your computer)
  3. Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
  4. Archival Paper Storage (your binders.) See episode 6 (Paper Archiving)
  5. 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:

  1. Capture and hold items
  2. search and retrieve more effectively than on my computer thanks to OCR (subscription)
  3. work my genealogy research plan
  4. easily collaborate with another researcher by sharing a single link
  5. 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.

Genealogy data workflow

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 evernote image to hard drive

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).

genealogy database software

“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:

  1. 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!
  2. Evernote (particularly if the source is part of my current research plan.)
  3. 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.)

Resources

Premium Members: download this exclusive ad-free show notes cheat sheet PDF. 
Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here.

Genealogy Gems Premium Videos including:

  • Organize Your Research with Evernote
  • Making Evernote Effortless
  • Using Evernote to Create a Research Plan
  • Evernote: 10 Projects You Can Do
  • Collaborative Genealogy with Evernote
Evernote for genealogy genealogical sources

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DNA Matches: What You Can Do with All Your Genetic 4th Cousins

by | Jan 17, 2015 | 01 What's New, DNA

(Update 2020) When genealogists take an ancestry DNA test, they are looking for more than just their ethnicity results. They are also very interested in receiving information on other people who have tested who closely genetically match them. They want to know who the closest matches are, and if those matches have family tree information that they can share. 

However, with all the people testing these days, (some being genealogists and some not) the volume of matches can become overwhelming very quickly. 

Are you one of those people who have way too many genetic “4th cousins or closer” among your DNA matches? Have you ever wondered “What do I do with all these matches?!” If so, keep reading. We’re going to explore some of your options, and most importantly, how to determine how genetically close your cousins really are. 

what to do with your 4th cousins DNA genetic genealogy

Doing the DNA Math on Your Cousins

Math can provide us with a degree of certainty in genetic genealogy. Each of us has two biological parents. We have four biological grandparents, and eight great-grandparents.
too many 4th cousins DNA matches

However, the farther back we go the less we can rely on math.

For example, on paper you should have sixty-four 3rd great grandparents. However, many of us find that the same person occupies more than one slot on our pedigree chart. While this significantly decreases the workload for traditional genealogy, it adversely impacts your genetic genealogy. Especially when it comes to that long long list of 4th cousins you have in your match list at any of the three major DNA testing companies.

Depending on how intermarried your lines are, you may be seeing individuals on your match list that genetically look like your fourth cousins, but they are genealogically your sixth cousins – EIGHT TIMES!  So how can you tell the difference?

There are two parts to that answer: one you can control, and the other you can’t.

Distinguishing DNA Matches with Genetic Tools

While your fourth cousins and your eight-time-sixth cousins may look similar genetically, there are often small clues in the genetics that can help you tell the difference. This distinction can sometimes be detected by a testing company who, through research and validation, has been able to fine-tune their algorithms to detect these subtle differences.

DNA cousins

Your Genetic 4th Cousins

You can participate in this double checking process by using some of the genetic tools that are available to you at Family Tree DNA, or at Gedmatch.com. But since you may not be an aspiring geneticist, let’s focus on the genealogical work you can do to determine if a match is truly a fourth cousin.

Use Google Earth to Plot Your DNA Matches

A fourth cousin designation just means that you and your match are separated by between six and twelve degrees (people). So that might be five back on your chart to your common ancestor, and five down to your match, which would make you true fourth cousins. It could also be some other permutation of that.

For our example, let’s assume true fourth cousins. That means that the two of you share one of thirty-two 3rd great grandparents (16 couples). In order to find out which set, you have two genealogical identifiers: surname and location.

Therefore, the first thing you should do is make a list of the surnames and locations of those thirty-two 3X great grandparents.

Now, most of us do not know all 16 of those couples, so you are going to have some holes. Feel free to fill in those holes with surnames on subsequent generations that will carry through to this fifth generation.

A great tool to plot your own list of ancestors geographically is the free downloadable Google Earth software. 

Check to see if you have the latest version of Google Earth downloaded to your desktop or laptop computer. On your desktop, look for a grey and white globe. If you see a blue and white globe, you have the older original free version of Google Earth. However, a few years ago, Google made their Google Earth Pro version free to everyone, and it is now the standard. 

If you do have Google Earth Pro (the grey globe software) then you’re ready to go.

Google Earth on your computer desktop


The grey Google Earth globe on the desktop.

If you don’t have it, then you will need to download it. 

How to Download the Free Google Earth Software:

  1. Go to http://www.google.com/earth/download/gep/agree.html
  2. Click the blue download button
  3. Read the Terms and Conditions
  4. If you agree to them, click the Agree and Download button
  5. Follow the installation guide
  6. When complete click Run Google Earth

Now that you have Google Earth, you can begin by creating a folder in the Places panel in Google Earth devoted to your 16 couples. Here’s how:

1. In the Places panel, right-click on MyPlaces and select Add > Folder:

how to create a folder in Google Earth Layers panel for DNA

Right-click on MyPlaces > Add > Folder

2. Name the folder and then click OK:

Creating a folder in Google Earth

Creating a folder in Google Earth

3. Now you will see your new DNA folder for your 16 couples in the Places panel. If you don’t see it, look toward the bottom of the list. You can move the folder to any location within the list by dragging and dropping it. 

Create a folder in Google Earth for DNA 32 couples

Create a folder in Google Earth for DNA 16 couples

Once you have your DNA folder created fro your 16 couples, you can then easily plot your surnames and locations. 

How to Plot Your Surnames and Locations in Google Earth:

1. Click your new DNA folder to select it. This will ensure that the placemark you are about to create will be stored in that folder. 

2. In the search box (upper left corner of the Google Earth software) type in the first location and click Search. Google Earth will fly to that location on the map.

Type the locaton in the Search box and click Search.

Type the locaton in the Search box and click Search.

3. In the toolbar along the top of the screen, click the placemark button to place a pushpin in that location:

Click the Placemark button in the Google Earth toolbar

Click the Placemark button in the Google Earth toolbar.

4. In the Placemark dialogue box, enter a title for hte pushpin placemark. Click the OK button to close the box and set your placemark.

5. Repeat the process for all the locations. 

Then evaluate the fifth generation of your fourth cousin matches for genealogical information that lines up with any of the items on your list.

You can also plot the surnames and locations of your matches in Google Earth. This is where Google Earth really comes in handy. The free software makes it very easy to see when your ancestral home may be bordering the locations of your matches. Those with whom you find a similarity become your best matches, and your best chance of determining your connection. Those without an obvious connection cycle to the bottom of your pile for a genetic evaluation. You can perform these same kinds of searches for your second and third cousins as well.

As you begin to become more familiar with the fifth generations of your matches, you may also start to see patterns of surnames or locations emerge among your matches. These then become the surnames and locations that might be able to fill the missing spaces in your pedigree chart.

More Genetic Genealogy and Google Earth Gems

If you are new to using Google Earth, I have several suggested resources for you by Lisa Louise Cooke:

Premium podcast 131

Learn more in Premium episode 131.

Here’s a video of the authors discussing three common DNA misconceptions:

 

 

Authors: Diahan Southard and Lisa Louise Cooke

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