Great Scott! Genealogy Gems is Attending Federation of Genealogical Societies Conference

The Federation of Genealogical Societies (FGS) Conference for 2016 is “Time Travel: Centuries of Memories” and will be held in Springfield, Illinois. See what your future holds by learning about the past. Genealogy Gems will be there, and you’re going to love our line-up of free 30-minute classes in the exhibit hall (booth #200). Plus, enter to win our Grand Prize drawing! Here are all the details.

Make Your Future Whatever You Want, But Make it a Good One

TeamTimeCar.com-BTTF DeLorean Time Machine-OtoGodfrey.com-JMortonPhoto.com-07

JMortonPhoto.com & OtoGodfrey.com [CC BY-SA 4.0 (http://creativecommons.org/licenses/by-sa/4.0)], via Wikimedia Commons

With his iconic exclamation of “Great Scott!”, Back to the Future’s Dr. Emmitt Brown reminded us that the future is in our own hands. Make your future genealogy research “a good one” by attending this year’s conference.

This Federation of Genealogical Societies Conference will benefit the novice, the professional, and anyone in between. With over 160 sessions and 72 expert speakers from all over the world, you will be inspired to reach greater heights in all things genealogy.

Each day, a new set of classes will guide you through:

  • the U.S. Midwest (regional track)
  • the United Kingdom (British Isles and Commonwealth track)
  • the continental European research (ethnic track), to give you the latest and greatest in genealogy research.

If you missed early registration, that’s okay. Walk-in registration is available by clicking here. Enjoy all four days of inspiring classes, only attend a day or two, or just meander around the exhibit hall.

Free Stuff in the Exhibit Hall

The exhibit hall is always a favorite place to network and socialize with your genealogy buddies. Wander from booth to booth to see what the future holds for genealogists and gather up all the fun and free swag, too.

Most importantly, Lisa wants to see you for our free sessions that are back by popular demand! With such a positive response last year, Genealogy Gems will once again be hosting a series of free presentations at this year’s FGS conference. Join us in our Genealogy Gems Theater in booth #200 in the exhibit hall. Our 30-minute information-packed sessions will help you think outside the box for greater genealogy success.

Attend any of our sessions and sign-up to receive our free e-book of handouts for all the sessions. Want to plan ahead so you don’t miss a thing? Glance over the schedule below (click the button to download the schedule) and mark your can’t-miss sessions. (Not able to attend? Stay tuned because we will be announcing which sessions will be broadcast live over Periscope for free.)

download now

BONUS: Join Lisa in the FGS theater area of the exhibit hall
Saturday at 12:10 for
Top Google Search Strategies for Genealogists

FGS 2016 Genealogy Gems booth schedule

Grand Prize Drawing: Total Retail Value over $210

Presenters at the Genealogy Gems Theater have pitched in for this year’s Grand Prize drawing. The winner will receive:

…from Lisa Louise Cooke’s Genealogy Gems

…from Your DNA Guide Diahan Southard

…from Family Tree Magazine: an e-book bundle valued at about $100

Click here for the Grand Prize entry form, which also gets you the free e-book with all the session handouts. Drop the entry off at booth #200. The winner will be notified by email.

map of Genealogy Gems booth at FGS

Lisa will of course be presenting lectures during the daily sessions. Jump on over to our website page for even more information about the FGS Conference.

We’re looking forward to seeing you there, friends!

How to Name Sources in RootsMagic 7


How to name sources in RootsMagic 7 is a matter of personal preference. My preference? Simply and consistently!

Helen recently transitioned from Mac Family Tree 7 to RootsMagic 7. She sent me this question about how to name sources in RootsMagic:

“I stripped out all sources from my old file before exporting the GEDCOM because I wanted to start fresh with a consistent system in RootsMagic 7. I have watched their webinars for sourcing and understand the basic how-to. I’d love to hear your strategy for naming your sources… say census records. If the names are too general, then you have a lot of data entry for each incident. But if the name is too specific, your source list gets very long very quickly. Do you add ID numbers to your sources?

Thanks to Helen for the question! Naming your sources in RootsMagic is really a personal preference, so the first rule of thumb is not so much about what you call them, but rather that you do so consistently. If you have a naming convention that you follow that works, having a very long list won’t be as intimidating.

I used to number my sources long ago in my old database software. Actually that software did it automatically which I really liked, mainly because I put that number in the name of the digital file for the corresponding record image. RootsMagic 7 allows us to attach our images, so that is no longer an issue.

Here’s an example of my simple approach to naming sources:

Record type > Year > Surname > First name (head of household)

Example: Census 1940 Moore Jay Bee

This way, all census records are grouped together in the source list. The date gives me a time frame of reference (i.e. it is Jay Bee Moore my grandfather rather than his grandfather), Surname, then head of households first name.

If the source is about Jay Bee himself, it works. The source may also mention his wife Pauline, and his son Ronald, but I don’t need to take up space including all of those name in the file name. I know that if I need a source for where Pauline was in 1940, I would find her under her husband Jay Bee. This mirrors my hard drive organization methodology, which I teach in my Genealogy Gems Premium videos.

What if there’s another related family on the same page of that census? This is where personal preference comes in. I save that same census page to the other family’s surname folder on my computer as well. Yes, it is a duplication (and I rarely duplicate effort), but in this case it works for me and I’m consistent. I find it fits better with my hard drive organization, and saves me time down the road when I’m working with a particular family. I could have named the source “Census 1940 Kings Co CA ED16-20 p6,” which is indeed one single unique page of that census but that just isn’t as helpful to me later for retrieval.

Remember, these are your sources, and you can do with them as you please. You are the only one who will be working with them. Again, I’m sharing a process that works well for me. And I always keep my eyes open for new and better ways to do things like this, but even when I find them, I weigh them against the question, “Do I really want to invest the time in changing this that I would have invested in research?” Usually the answer is “No!” unless my way has a proven flaw that will cause me more grief in the end.

There are lots of other ways to do it out there. You know me, I often turn to Google for answers. If you have a question, chances are someone out there has had it too. Google can help you quickly tap into answers. A Google search of how to name sources in Rootsmagic leads to a web page called Organizing Source Names in RM5. It’s a discussion forum where someone posted a similar question. There are a couple of very viable options offered and great discussion about how to decide what works for you. This is one reason I like and recommend RootsMagic, which is a sponsor of the free Genealogy Gems podcast–because they provide so many helpful tutorials with their software. Another great resource is a blog series by Randy Seaver (click the label “RootsMagic”) on how to enter a new source and create a citation.

More Gems on Family History Software

Keeping Up with Online and Master Family Trees

“Is That Software Expired?” Why I Wouldn’t Use Obsolete Family Tree Maker Software

How to Download and Backup Your Ancestry Data: Why To Keep Your Master Tree at Home

 

 

Google Books Just Got WAY Better! New Features Tutorial

Show Notes: I’m excited to share with you my favorite new tool at Google Books. This is a game changer for utilizing the information you find on the digitized pages. Plus I’ll show you other new features recently added to Google Books

Why use Google Books for genealogy? Well, Google Books features over 10 million free digitized books, most of which were published prior to 1927. That makes Google Books a gold mine for genealogy research. And when you visit Google Books, think “published on paper” NOT just books! In addition to books, the collection includes newspapers, magazines, journals, almanacs, city directories, catalogs, court papers and so much more!

Watch the Video

Why use Google Books for genealogy?

Google Books features over 10 million free digitized books, most of which were published prior to 1927. That makes Google Books a gold mine for genealogy research. And when you visit Google Books, think “published on paper” NOT just books! In addition to books, the collection includes newspapers, magazines, journals, almanacs, city directories, catalogs, court papers and so much more!

SHOW NOTES

Access Google Books at https://books.google.com

Downloadable ad-free Show Notes handout for Premium Members.

Filter to Free books only

  1. Conduct a search.
  2. On the results page look for the filter menu. If you don’t see it, click the Tools
  3. Click the down arrow for Any View
  4. Click Full View
  5. Now your results list only include free fully digitized materials.

If you haven’t been over to Google books for a while, this is going to look a little bit different. A while back they launched a new user interface. They’ve now made some improvements. The main difference is we’re going to see this menu along the bottom of the screen.

My favorite new feature: convert image to text

Before we even look at the new menu, I promised you my favorite item that they have added to Google Books.

In the upper left corner, click the three vertical dots icon. This reveals a menu that gives you access to a lot of items that typically are kind of ‘behind’ the book. If you were to close this book, you would see the catalog entry for it.

New menu at Google Books

New menu at Google Books

My favorite new feature here is View as Plain Text. Click the toggle button to convert the entire book to plain text. This makes the digitized images of the pages usable in many other projects and programs. Google applied optical character recognition to the books to be able to read the words on the images to make the books keyword searchable. In the past, we had to use the clipper tool to capture a bit of the image and convert it to text. The box was really small and inconvenient. This new feature provides the ability to instantly use as much of the text as you want.

Convert image to text new feature in Google Books

Convert digitized books to text in Google Books

Because this book is fully digitized, it’s already been cleared for copyright. These books are in the public domain. They are available to use for free, copyright free. You are free to copy the text and include it in your projects, in your genealogy database, in a family history book, and so on.

Download a book

Back over at the three-dot menu in Google Books, you can also:

  • download the book as a PDF or EPUB for free,
  • find the book in a store, if you need a hard copy
  • find the book in a library at WorldCat.

Keyboard Shortcuts Hot Keys

Another new feature is keyboard shortcuts.

Google Books shortcuts hot keys

Google Books shortcuts / hot keys

Find Book Catalog Entry

I mentioned that the catalog entry for this book is sort of ‘behind’ the book. To access that, click the X in the upper right corner of the screen. This removes the view of the book. We haven’t lost access to the book. You can still access it by clicking the blue Read free of charge button.

The nice thing about the book catalog entry page is that it contains all the details about the book such as where you can purchase it, finding copies at the library, and additional editions.

Source Citation Tool at Google Books

Also on the catalog entry page is the Source Citation tool. Click create citation to reveal the options. Click the desired style, and then copy the citation and paste it in your family tree database, or other places where you are referencing this book. So, there’s no reason not to cite your source for any book found at Google Books. Source citation is very important, because down the road you might discover something more about your family and realize that you need to access that book again. Without the source citation you may not remember where you got the original information. The source citation is your breadcrumb trail back to the previous research that you’ve done. Also, if anybody ever has a question about what you have put in your family tree, you can point them to the sources that you used.

New Google Books Menu

The final new feature at Google Books that I wanted to draw your attention to  is the main menu for this item. It used to be at the top of the screen, but now you’ll find it at the bottom. At the top of the screen, we now have a search box that allows you to search the entire Google Books collection. But oftentimes, when you’re looking at a book, you’re going to want to be able to search for particular names, places, dates, events, topics. You will find the search field for that in the new menu at the bottom of the screen. Type in names or other words and press enter. You’ll be given all of the pages in the book that mention those words. Also, in this menu are:

  • zoom buttons,
  • chapters menu (if available for the book you are viewing)
  • page views (single, side by side or thumbnails.)

Clip and download an image from a book

Also in the new menu is the clipper tool. The materials in Google Books contain maps, drawings, photos and many other types of imagery that you may want a copy of. Or perhaps you just want an image of a section of text. The clipper tool allows you to capture it and save it to your computer as an image file.

  1. Click the scissors icon, and your mouse cursor will turn into a clipper.
  2. Draw a box around the desired area
  3. In the pop-up box click to copy the link to the clipped image.
  4. Open a new web browser tab and paste the link. (You can also paste the link into notes in your family tree, and other programs and documents.)
  5. Press enter and the image will appear in the browser tab.
  6. Right-click on the image.
  7. Select Save Image As to save it to your computer’s hard drive.

There you have it, some of the exciting new features over at Google Books. There’s never been a better time to search for information about your family history in Google Books.

Resources

Snagit Part 2 – Advanced Clipping Techniques

Even if you don’t use Snagit, or if you’re a newbie or still deciding whether you want to use it, this video will give you tangible examples of what it can do for you. If you are already using Snagit, this session will definitely take your skills to the next level.

snagit part 2

Use Our Code & Link to Save 15%!

Use coupon code GENE15 to get 15% off.  Thank you for using my link for purchasing your copy of Snagit. (We will be compensated at no additional cost to you, which makes the free Elevenses with Lisa show and notes possible.) Don’t worry if it initially shows as Euros in the cart. When you enter your address including country, it will convert the currency appropriately.

What You’ll Learn in this Episode

In Elevenses with Lisa episode 66 Lisa Louise Cooke will discuss how to use Snagit:

  • for problem-solving, such as errors in your Ancestry family tree
  • capturing unique records
  • creating family history videos
  • PLUS: answers to your Snagit questions

You can also watch at the  Genealogy Gems YouTube channel. 

Episode 66 Show Notes 

Elevenses with Lisa episode 61 was a tutorial for beginners on how to use Snagit, and specifically how I use it for genealogy. I think it really resonated with genealogists because accurately and completely capturing the family information that we’re finding is absolutely essential for good source documentation. It’s one of the most important things we do as genealogists.

So, this video is sort of a “Part 2” session where we dig into more ways to use this amazing screen capture tool and I answer some of your most pressing questions.

Save 15% on Snagit with Code GENEALOGY15

Even if you use a different snipping tool, I’m going to give you tangible examples of how you can clip more effectively.

I received the following email from Anne W.: “I very much enjoyed your recent Elevenses with Lisa episode on how to use Snagit. I love the screen clipper on my Mac but this does so much more.  I used your link to purchase Snagit and I have found the tutorials very helpful as I figure out how to use it on my Mac with my files.  The first thing I did was go back to several newspaper pages I clipped recently in chunks and used Snagit to capture the whole page.  It worked like magic!  I would love to see another episode about the features of Snagit. Thank you for your regular and premium podcasts.  I listen to both regularly.  I have learned so much that I can apply to my genealogy research.”

Oh I love hearing how you’re using what we talk about here at Genealogy Gems! And yes, Snagit is fantastic for clipping those squirrely newspaper pages, and so much more!

Let’s get started –  I’m excited to show you 5 more problem-solving screen capture projects that you can do with Snagit, and then we’ll wrap up with answers to your Snagit questions.

 Using Snagit for Problem Solving

Bill in San Antonio, TX wrote me last week and told me about a problem that he was having with his online family tree at Ancestry  It turns out that some ancestors had duplicate profiles. He didn’t put them there. He asked Ancestry about it but was getting what he called “boiler plate” answers that didn’t solve the problem.

In situations where you’re trying to communicate a complicated problem to someone else, or you’re just trying to work through it yourself, it can really help to visualize the problem, and Snagit can help you do that very effectively.

Bill says: “I am seeing duplicate FACTS in profiles of siblings, parents, and children of a person and cannot figure out where they originate. I go to the profile which seems to be generating duplicate information, but it is not there.”

As I read through all the details that he wrote up about the problem, I found myself getting confused. I asked his for access to his family tree so I could take a look and he wrote back

Bill went on to say, “The duplications I see are all in my tree. I have reviewed each of them to be certain that the data is not coming from a profile, even though it appears in duplicated form elsewhere. 

Here is a screenshot of one such issue, showing two siblings with repeated data. Note that in each case, the birth location is slightly different, as in “Texas” vs. “Concho County, Texas”.

ancestry tree problem of duplication

Ancestry Profile –  problem of duplication

Bill had annotated his screen clipping to help me zero in on the problem. “(I used SnagIt for the screenshot — thanks for suggesting it!) I see this issue in other profiles, so your suggestions for solving it will be useful in other parts of the tree.”

Here are just three examples of ways you can highlight or call out an item in an image:

  • Lines
  • Highlighter
  • Shape (set to transparent center, red outline)

Styles

After you select and customization a style (such as a red outline shape) you will see that Snagit provides a “ghost” version of it in your list. It’s greyed out and ready to add. Simply click the plus sign to add the style to a theme. There are several themes available and you can create new themes.

Favorites

I like to make it even faster to find the styles I use the most by adding them to my Favorites. It’s super easy to do. Just click the star on the style. You’ll find your Favorites in the star menu at the top of the screen. 

As a side note, I  do think this is a bug in Ancestry’s system. I recommended that he do the following to zero in on the problem: 

  1. Search the tree – is the person duplicated in the pedigree view somewhere. Answer: No.
  2. Check the URLs – Are the tree and person numbers in the URLs the same for each “Fact”? Answer: Yes.

Again, you can use Snagit to help work through things like this. Here’s how to see if you’re indeed looking at the same person: Right-click on each ancestor profile to open it in a new tab so you can compare and capture them. In this case it was Willie (the ancestor) and James and the duplicate of James. Each will have a URL address in your browser bar that will end in person/420009496764/facts. The number in red is the unique number for that person.

Had the tree number or person numbers been different, that would be the likely source of the problem. However, in Bill’s case, they are the same, so that’s more evidence that it’s a bug in Ancestry’s displaying of the information. 

After screen capturing each profile they can be combined into one step-by-step document that can then be shared.

How to Combine Captured Images with Snagit

  1. Click on the first image in the tray at the bottom of the page.
  2. Hold down your shift key and click the last image. (If you need to pick from the tray, hold down the Control key on your keyboard and click each desired image.)
  3. Right-click on the selected images and click Combine in Template – or – at the top of the screen click Create and select Image from Template – or – Press Control + Alt + Con your keyboard.
  1. Select the desired page layout. Custom Steps or Steps Portrait.
  2. Click the Next button.
  3. Give your document a title, captions, etc.
  4. Click the Combine button.
  5. Remove steps if desired, add annotations, etc. as desired.
  6. The combined image can then be saved to your computer and shared such as by email.

My guess is that at some point Bill viewed someone else’s tree or a hint that included this conflicting information, or he may have attached a record that had conflicting information, or rejected information from a record. In any case, some sort of action may have gotten “stuck” in the virtual stratosphere. The system has hung on to something it should not have. Bill says he’s finding more instances of this happening in the same tree, so it definitely needs to be addressed. It would be a shame to keep adding to the tree only to have that glitch continue to duplicate itself in other profiles. 

I suggested looking through the records he has attached to James Kalloup Sparks to see if any of the attached records mention Concho, TX as his birthplace. I doubt there is one, but if there is, it is likely somehow linked to the problem.

It’s very odd that on Willie’s profile it shows James Kalloup Sparks’ birthplace as Concho in the duplication, but when you click that profile it doesn’t say Concho. It’s must surely be an Ancestry glitch.

If it were me, I would try downloading your tree and then creating a second tree by uploading it and seeing if the error still occurs. Here’s the Ancestry Help page

Also, if by chance Bill was syncing his Ancestry online tree with genealogy software on his computer, there’s a possibility that could cause the problem. 

Annotations

Questions from Kelly: “Hi Lisa!, I would LOVE for you to create a very simple tutorial for adding in arrows and any text in “bubbles or boxes”. I have tried to do this and am missing something – I just LOVE Snagit but I am so technically challenged and would love to not become so annoyed when I am missing the simplest of steps.”

The most important thing to remember as you use annotations like text bubbles, shapes and text is you must select what you are working on. The font, color, sizing and other formatting features can be applied to every kind of annotation. You must select the item before applying the formatting.

If you’re ever confused about what “mode” you’re in, look at the top of the screen and note which tab is selected. In the example below, we are in “Shape” mode.

And if you try and try to make a change to an annotation and nothing seems to happen, you probably haven’t selected it. Click on the item to select it before attempting to make any changes.

If you want to move a item such as a shape or a selection of text, again you will need to click it to select it. You should see the “Move” selector handle that looks like this:

If you don’t or you’re having trouble, click “Move” in the toolbar at the top of the screen and then click on the item.

Most of the time if working with annotations or formatting them is presenting a challenge, it’s because the item hasn’t been properly selected before you begin.

Using Snagit to Capture Unique Sources

Many of the most popular genealogy records websites offer a hinting feature that suggests records to you based on the information in your online family tree. Many of those “records” are quite unique. I recently came across a Photo Hint at Ancestry that was a screen capture of a story in a public Facebook group of the descendants of a particular couple. It was interesting information but I didn’t really want everything that was captured in the image. I used Snagit to capture and then edit the image the way I wanted it so I could then save it to my computer. This included erasing or removing unwanted areas. The following Snagit features can help you accomplish this easily:

  • Select and delete
  • Shapes recolored to match the background
  • The Eraser tool under the More menu in the toolbar

 Answers to Your Questions about Snagit

Answers to your questions from episode 61 which was my beginning tutorial on Snagit. If you haven’t used it before stick with us in this video to see all the cool things it can do and then go back and watch that episode which is perfect for beginners.

Pat M.: ​Will OCR work for non-English newspapers?
Answer: Snagit doesn’t translate, but the OCR will Grab non-English text. Learn more here. You can then copy and paste it into Google Translate.

SHB:​ Don’t see Evernote on the list, how easy is it to save to EN?
Answer: If you have Evernote installed on your computer you should see it in the Share list. You can also download Evernote to add it as a Share destination. In fact, there are loads of programs you can download.

Cyndy B.: ​Are all these features in older versions?
Answer: No, like all software, each version introduces additional features.

SHB: Curious about printing… if you print a long article, will it print out readable?
Answer: Yes! You can set the resolution. And use Print Preview to make adjustments so it prints exactly the way you want it.

CA Sanders​: if I bring a photo into Snagit and work with it will save IN Snagit, not in my original placement…so I would have to “save” or “move” to the folder it was in to begin with my changes.
Answer: After making your edits, use File > Save As to save it in the desired format to the desired location on your computer hard drive. You can also save it to replace the original if that’s your goal.

B Latham​: How do we keep the SnagIt program up to date? It sounds as if other viewers here are saying they purchased the program a few years ago and may be outdated. Isn’t there a way to keep it up to date?
Answer:  Yes, you can buy a maintenance plant that will include future updates at a reduced fee. Use our link and discount code, and the option will be available at checkout.

Barbara C.​: For 2 different laptops, would we need to purchase Snagit twice?
Answer: TechSmith software is licensed per user, so how many computers can I install it on?
Each user may install and use one copy of the software product on up to two computers for their sole use, provided only one computer is in use at any given time. This includes home and work, or a laptop and desktop.

Use Our Exclusive Code to Save 15%!

Here’s our link for purchasing your copy of Snagit (screen clipping tool) Thank you for using our link.  Use coupon code: GENE15 (We will be compensated at no additional cost to you, which makes the free Elevenses with Lisa show and notes possible.)

Resources

These show notes feature everything we cover in this episode. 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

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