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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Episode 71 – Genealogy Organization and Work Flow that WORKS!

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 
(calculate your time zone

Three ways to watch:
1. Video Player (Live) – Watch live at the appointed time in the video player above.
2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 
3. Video Player above (Replay) – Available immediately after the live premiere and chat. 

Episode 71 Show Notes 

Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”

This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.

It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.

The Genealogy Data Flow

Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:

  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

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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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Finding Ancestors’ Stories at Cemeteries

Cemeteries have some of the most intriguing stories to tell us about our ancestors. In Elevenses with Lisa episode 59 this week, Joy Neighbors (The Tombstone Tourist), author of the book The Family Tree Cemetery Field Guide joins me to discuss:
  • How to prepare for a successful cemetery research trip
  • The meaning behind symbols found on tombstones
  • The most surprising things she has discovered at cemeteries

how to find cemetery stories

Watch the Video

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Show Notes for Episode 59 

(Please note: This transcription of the interview has been minimally altered for ease of reading.)

Lisa: If you want to find out about your family history, one of the best places to go is the resting place of your ancestors, the cemetery. Today I’ve invited an expert on the subject that can help you plan your visit, help you figure out the meaning behind the things that you’re going to be seen while you’re there. And she’s also going to share with us some of the strangest things that she’s run into, on her own travels to various cemeteries across the country. My guest is Joy Neighbors. She’s the author of the book, The Family Tree Cemetery Field Guide, and the blog A Grave Interest. (Editor’s note: thank you for using our affiliate link if you decide to purchase the book. We will be financially compensated which helps make this show and article possible.)

Preparing for a Research Trip to the Cemetery

Cemeteries play such a big role in genealogy. What should we pack in preparation for a research trip to the cemetery?

Joy: I actually have a cemetery bag. Schedule an appointment with the Sexton or superintendent of the cemetery. I always want to stress that before you head out. Because if you give them a little heads up that you’re coming, they’ll be able to pull that information for the ancestors that you’re searching for. They may come up with some cool little tidbits you didn’t know along the way.

When you’re putting the bag together, you want to be sure you have some very soft brushes, like very soft paint brushes, a soft toothbrush, that you can clean the debris off that stone and clean out the lettering.

Take a water bottle – you never know when something’s caked on, and you need to kind of move it along a little.

Also a very, very soft plastic paint scraper (type of tool) to get some of that grass and that ivy off. They love to kind of cover over those graves and sometimes it’s tough to make out what that grave says or even get the exact shape of it. Some of (the tombstones) fall in and get covered over.

So go ahead and do a little bit of respectful cleaning, if you can, to see what it says.

Also my number one thing is to take a camera and batteries. Yes lots of batteries! If you have gone to the cemetery, you may have noticed that your batteries kind of drain, they kind of fade away on you quickly. I’ve been given several reasons for that. If it’s winter, it’s cold, so that’s pulling some of the energy out. Less current is going through for whatever reason, maybe you need to clean up the connections. LCD monitors soak up a lot of that energy also. And of course, spiritually draining the energy so that they can manifest. And I think had every one of those situations happen. And so, I carry a bag of AA batteries, because you can use your phone, and that’s great, but I’m old fashioned. So, I take the old-fashioned digital camera and take shots so that I can come back and kind of play with it in my iPhoto, and have some fun with them and read some of those letters that you can’t make out when you’re there.

Lisa: Well, it is tempting to use your phone, isn’t it? But I have a digital camera and it takes much higher resolution pictures than my phone. That’s great if I need to do some corrections to be able to read the stone.

Joy: And you also have, if you’re like me, on the desktop you have family folders everywhere where you can stash the photos that go with that person. And then you don’t have to go back and kind of go through trying to find them again. Also, I find it easier if you’re submitting to Find-a-Grave or Billion Graves, you’ve got it right there. And you can put it right on the website and enter the information you want from that folder.

Lisa: You were talking about some of the tools that you bring in this bag. It sounds like less is more when it comes to approaching the stone and trying to get it cleaned up so that you can look at it. Talk a little bit more that because I know for a while there, it was very popular to take a big piece of chalk and scrape all over it and try to read them, which is not the right thing to do. We’ve learned an awful lot in the last few years about what could damage the stones.

Joy: I just finished an article for family tree, it’ll come out in October 2021, talking about how to enhance those stones so that you can read them easier.

The water bottle is your best friend. Because a lot of times you can wet that stone which makes it a little darker. You can read more what that text says. Carry a small mirror. And you can take your phone and you can turn that flashlight on and shine some light on it. And or you can take the mirror and kind of catch some sunlight. This allows you to read a little bit better when it’s sharper, kind of like as you get older, you need a little more light in the restaurant to read the menu. It’s that way at the cemetery. And it really does help bring some of that lettering out. It makes it more distinctive.

Lisa: I even use a ring light that clips on my phone. I guess it’s a “selfie” light. So, that gives you got a little extra light.

Making an Appointment to Visit the Cemetery

Now you really quickly mentioned about making the appointment. And I want to talk a little bit about that. Because this is probably the part that gets a little intimidating. Because we don’t want to show up and get turned away, or find out that it’s not open. Or they just go, “Oh, no, no, no, we don’t help people who want to do genealogy.” Who is the person at the cemetery to ask for? You mentioned the Sexton. When we make a phone call, and we want to verify if they are open or what kinds of records they have, who should we be asking for in this phone call?

Joy: When you get the person at the cemetery, usually if it’s a larger cemetery, you’re going to be getting a secretary or say someone who knows basically where things are stored. If you’re looking at something that’s going to be a little more in depth, you can ask for the cemetery superintendent. Many times that person will not be available, especially if it’s a larger cemetery and they have a lot of funerals going on. But the people behind those desks are wonderful. And if you tell them that you’re looking for a great, great grandfather, and give them the name and the dates, those people usually go out of their way to help you.

When I was doing my book. I got hold of the cemetery superintendent at Oak Grove Oak Hill Cemetery, and I told him I’d like to shoot some of the different forms to put in the book. So, I went over and met him one morning, and it was this big, gorgeous, art deco building and old home. He said, “Well, I hope you work really close, because we’re going to go up in the attic.” And no one had been up there in years, there was dust everywhere. We cleaned up places to sit. And he brought out files and folders, boxes that were just (full of) scraps of paper!

Each cemetery Sexton or Superintendent keeps the records differently. Some use the forms, some just made notes. One gentleman made notes about every funeral he oversaw at the cemetery. He wrote down what the weather was, he took a note of who was attending…it was a small town. So, he knew that the daughter was here, the sister was here, the grandchildren attended. And he kept a nice little running commentary going in each note, and just wrote it on scraps of paper and put it in the drawer. I thought that was quite sweet that he cared that much about every time he had a funeral that he made those notes. And if you were someone who had someone buried at that time, you would be able to see those notes and see what he had written about the graveside service. But you had to know to ask. They may not say, well, we have these scraps of paper. But if you ask, “is there anything else you might have on my ancestor? Are there any extra books or notations?”, that may ring a bell (and help them) realize, “Oh, yeah, I think we might. I’ll  look and see.” So, when you show up, they’ll have that info there for you.

Lisa: Oh, my gosh, you must just have been like, “I get to go in the attic!!” That would be me, you know, “Oh, I get to touch things!”

I remember going to a cemetery in the San Joaquin Valley in California. My grandparents are buried there, and grandma’s parents are buried there. Calling ahead really helped.  It was such a small cemetery, and they were only there part-time so you can’t just show up normal eight to five. When I got there, it was really encouraging. The gentleman said, “Oh, no, honey, this is the best part of my job. This is the happy part of my job. I get to make people happy.” I think that it is kind of the fun, joyful part of their job that they’re going to make family members so happy being able to provide information. In this case, he went to a big old file cabinet, and they had a folder on every person. And when he opened it, they had clipped obituaries from the newspaper, handwritten stuff, and official documents. It was amazing, because I don’t think they were obligated to keep all of that. But every single cemetery is different, isn’t it?

Joy: Yes, some are very by the book. And some are just like you said, they’ve kept all kind of little extras, things that were in the paper and little notations, Memorial cards for the graveside service –  I found those tucked in there, too.  

Lisa: I think to one of the tips I would probably tell people is to allow a lot of time. I don’t know what you have encountered, but I have found that I need to take a big deep breath and just chill because they may be on a different schedule. So you don’t show up with only 10 minutes.

Joy: They do have stories to tell. There was one cemetery where I saw a stone that just said unknown. I asked “what’s the stone marked unknown?” Well, that was a gentleman in the early 20th century, who had come to town. He’d gotten off the riverboat there in the town and he had wandered around a few days and gotten sick. He stayed at the local hotel. And when they knew he was sick, they called the doctor in and the doctor tried to do what he could. The man died and they didn’t know who he was. They didn’t know where he came from. He shared no personal information at all. So, the town chipped in together, and they had him buried in the cemetery. And all they could put on the stone was unknown. He was just a vagabond, who passed through town and happened to die. And I thought that was such a heartwarming story, the town cared, and so they wanted him remembered in some fashion. When they buried him, they put up a very nice stone that simply said, unknown. So if you see things and you ask questions, they’re more than happy to tell you the stories. And they do know the stories!

Finding Your Ancestors at the Cemetery

Lisa: Exactly. So, when you arrive, I know some cemeteries will have a map, or they’ll be able to tell you the row and the plot number, that kind of thing. Do you have some sort of plan of attack in terms of beginning your search at the cemetery? Particularly to make sure you’ve covered everything and made the best use of your time in terms of trying to locate people in the cemetery. Any tips on that!

Joy: The first thing I will do, even if it’s a large cemetery, is make a drive around. Now stopping and getting the maps is always helpful if it’s large. But if it’s a small cemetery, you can make that drive pretty quickly – just kind of get an idea where you’re heading.

If you have called ahead, they may have been able to give you coordinates or the section and plot number (for your relative’s grave.)

So, my first stop is always the office and do a drive through and then make that visit.

There’s so much emotion when you find that grave! I was looking for my great grandmother, and it was difficult. She died when I was 10 and I remember a very long drive. I thought the name was “beetle” like “bugs” cemetery. And after a lot of research, we found out the real name and that it was in another county. When I was driving up that hill, I suddenly I knew where I was. I got out and just stood at the foot of her grave. It was so emotional for me because this was my person, and I had found her! And I also found her husband, which was my great grandfather. He passed about 20 years before I was born. But she always told me, I reminded her of him.

On the other side (of her grave) was a child I had never heard of my great grandmother had had seven children. My grandma had talked about them, but she had never mentioned a brother named Jesse. It was not until I had a cousin contact me from Michigan because of our DNA, and she had the story on Jesse (that I learned that) Jesse had been a special needs child. He had never gone to school. He had never worked on the farm. And she had, when he died, a letter that someone close to the family had written about him talking about his sweet personality, and how he was always there to greet people when they came, and how joyful he was. And I thought, ‘you know, I didn’t even know about this child.’ And now because someone took the time to make that letter, I now have some information about him and can put that whole family together more completely. It’s amazing when you go you never know what you’ll find.

Cluster research is something that we all kind of go “Okay, take some other photos around.” But when I stood up, and I looked catty corner from their graves, there were my paternal great grandparents. Now how my maternal great grandparents and my paternal great grandparents ended up buried in the same cemetery that has nothing to do with our family,  I don’t know. But that’s one of those odd genealogy mysteries that you get to dig into when it’s winter and cold, and you don’t have other things calling. I mean, it’s just stunning how much history is there, and how much you can find out about your family or their in-laws. You can find the neighbors, you can find the folks they went to church with, and start building their life out, and getting more of a sense of who they really were just from that cemetery visit.

Lisa: And if you’re looking for somebody, and you’re not finding them right away, particularly in those larger cemeteries, I like that idea of cluster research. You stand there with the one you know, and then you walk all the way around and you realize that people were connected. They may not be buried right next door, but there’s going to be some kind of connection and rhyme and reason to where they are buried. And just working your way out from the known tombstone to those around it, you may find more people that you didn’t even realize were also buried there.

Cemetery Story: Genealogical Serendipity

That reminds me of the time that I was speaking at the FGS conference when it was in Fort Wayne, Indiana, a couple years ago. We stopped because my mother’s side of the family was from Indiana and Ohio, Union City. I told my daughter and my husband when we had to go the cemetery, and they were like “hey, I thought we were just going to a conference!”

Well, of course, we went to cemetery. It wasn’t that big. It was out in the country in an agricultural area. I swear we looked at every stone. I have a video of my daughter looking at every stone and walking up and down. And it was starting to rain. We almost gave up. We got back to the car, and I remember just standing there. I’m just being very quiet, and I’m saying “I know you’re probably here and I know you’d like me to find you. Right?”

I then turned and I looked and right next to where we had parked on a little road that actually went into this very small cemetery, I see the tombstone of Henry Burkett. It was right there next to the wheel of my car!

We had looked everywhere else, because you know, your instinct is to run out of the car and go spread out. And there’s Henry, and then there’s Jane, and my gosh, I was just floored!

I’m pretty sure I’m not the only person who’s had those kinds of things where your ancestors were saying “Just quiet down, pay attention. I’ll tell you where I am.”

Joy: That is so true. It’s just like you said, if you will stand there and you’ll look around and you literally, for me, it’s like “okay, I can’t find you. Where are you?” And just follow the hunch, follow the instinct, the lead. And eventually you’re going to find somebody that you go, oh, oh, I know that name! Now it makes sense. And it’s a trail. And sometimes you get really lucky like you did and there they are.

Lisa: My ancestors continue to blow my socks off. That’s for sure. I love it!

Tombstone Symbols and Their Meaning

Let’s take a look at the tombstones because one of the things I know that you’ve written about quite a bit in your book, which I think is fascinating, are some of the symbols that we see on tombstones. We know we get names, we get information, but tell folks what will they perhaps be seeing. What are some of the most common symbols found on tombstones? What do they mean?

Joy: You will find a lot of religious symbols.

Of course there are all different kinds of crosses with different meanings:

  • the Greek cross (which just looks like a plus sign.)
  • the crucifix (which is the cross with Jesus which is Catholic.)
  • the IHS cross (which is Latin and that’s an abbreviation for Jesus Savior of Mankind.)
  • The Fleur de le iconic cross (which has the really beautiful fleur de le at the tips. It is usually put on the stone of a mother. So, you may find the matriarch of the family buried there.)

You also see angels which are said to intercede for mankind.

Archways are another one that are used to mark the graves of couples. Many are made of stone. I found one at Cave Hill Cemetery in Louisville, Kentucky. You could open the gate. It was just amazing. You could walk through the archway. Many people have put thought into some of these designs that really, really should be appreciated.

There are a lot of animals in the cemetery. Mausoleums usually have the two lions or they may have a Sphynx cats that are guarding eternal rest. Dogs are very popular. Many times there may be a statue of a dog laying right there at the stone, and that’s showing the animal that is vigilant and loyal through death.

Cemetery Story: Stiffy Green the Dog

There is a Highland Cemetery in Terre Haute, Indiana, and there is a mausoleum to john Heinl. His dog, called Stiffy Green, actually went there when he died.  He went everywhere with John. And when John passed at the turn of the century, in the 1900s, Stiffy literally sat there and mourned himself to death. The family was so touched, they called a taxidermist, and then they took Stiffy and put him inside the mausoleum, so that he could be with John and guard him forever.

After a while, the cemetery personnel looked in and checked on things, and Stiffy had moved! So, the rumor started that Stiffy was moving around in the mausoleum. Then people were hearing barking and it grew and grew until the 1970s. There was a college close by. It was a dare to run up to the Heinl cemetery at night and look in. Someone took a shotgun and shot out Stiffy’s eye.

Then they said, “okay, we’ve got to stop this. Stiffy has to go.” So, the Vigo County Historical Society and the Lions Club got together, and they repaired Stiffy. They gave him a new eye, and they put him in the Vigo County Historical Museum. They built a replica of John’s mausoleum and put him in there. And so that is where you can go today and see Stiffy in the replica patched up.

They still say at the cemetery late at night in the autumn, you can smell John’s pipe smoke, and you can see Stiffy and him wandering along the hills just at twilight, and you can hear Stiffy bark.  I always love that story. That is vigilant and that is loyal! And that’s what our dogs are.

The Story of the Dove

The number one symbol you’re going to see is a dove. Birds basically represent the flight of the soul. Last Mother’s Day we lost my mother-in-law. She went with me (on my cemetery travels), she was at Rootstech with me, she went with me on all kinds of genealogy speaking trips and adventures. When she passed, my husband and I were sitting at the dining table on Saturday evening, and I looked out and there was a dove on a branch. And we talked about 10 minutes, and I looked out, and the dove is still sitting there. About 20 minutes later I said, “you know that dove is still out there. And your mom knows the story. And I’m kind of thinking that might be her.” How touching, you know, that she would know what a dove would represent. And we have never had that happen before or since. It’s kind of cool you when you lose someone you kind of look for signs. I think that was a sign from her was the dove. So that’s kind of taken on a special meaning for me in the cemetery.

There are so many other symbols. Lambs, especially the older cemeteries where you have the stones from the 1800s. You’ll see one lamb or you may see two lambs. There is a cemetery in Southern Illinois that has one stone, and it’s a square with four lambs. I took down the information, I came back and did some research on that. And the family lost all four children in one summer. It was due to a cholera epidemic that swept through that county.

So, when you find the symbols and you do a little more research, it puts even more of their history and their story together. That’s why I love the symbols. And I love finding something that I haven’t seen before so I can come back and kind of do that exploration and research and you get more of a story of who that person was, that really no one other than family would ever know.

Lisa: You kind of restore that story back to the world, and that’s what makes you a good genealogist and a researcher. I think that’s what brings a lot of people to genealogy is that curiosity. It got many of us in trouble as kids, but as now, genealogists it’s helpful.

Joy: Not everything is as haphazard as it looks. There is a stone in Sullivan County, Indiana. I found it years and years ago, maybe 8 or 10 years ago, and it looked like a knight on horseback. Okay, now, this is Indiana, and as you know, we didn’t have those. The woman’s name was Jane Todd Crawford and when she died in 1842 they had put up this huge stone. There was a little bit of a story about how she had died and why it was being memorialized.

I started doing research on this. The story was an 1809. Jane thought she was pregnant. But the baby wasn’t coming. She had reached past term, so she thought she had a stone baby, which meant that it had died inside of her. This doctor came from Danville, Kentucky, 60 miles on horseback in winter, he examined her and told her she had an ovarian tumor. He judged it to be about 20 pounds, it would literally crush her to death inside.

She asked if he could do anything. And he said, “Yes, I believe you can spay a woman like you do a farm animal. No one has ever done this. People are terrified of the thought. But if you’re willing to let me experiment, I think I can save your life.”  Jane agreed. And she went with a person who was helping her over by horseback to the doctor’s home in Danville. It took them several days. He operated on Christmas morning.

There were people who found out and they have a noose hanging on a tree outside and they are shouting, you know, “Death to the doctor!” It was it was just horrible. Jane saw this, and she still went and she laid down on that board in the bedroom and let him make a nine inch incision, and literally break that tumor apart and take it out. And she survived! She lived to be 73. This happened when she was in her early 40s.

I found out the story and I wrote about it. And I realized this wasn’t really a part of Kentucky history. Nobody knew this story. I took a playwriting class and I literally wrote a full act play about Jane and what happened and how she lived through it.

It’s just what you said. These people get hold of you and hold of your imagination and you want to tell that story. And I still want to get her some recognition because she’s the reason we have abdominal surgery. She was willing to be that guinea pig even though the odds were not in her favor. And just because the doctor when he took out the entrails kept them warm in warm water was the reason she survived. It’s amazing. There’s a statue to Ephraim McDowell, the doctor in the hall of statuary in Washington, DC, but there’s nothing for Jane. So still fighting to get Jane acknowledged for what all she did.

Lisa: You’ve written for me over on the Genealogy Gems, blog about some of the unusual things that you’ve run into. And you’ve been so gracious and sharing some of those stories. I think some of the ones that are really interesting to me are the unusual places we would find cemeteries. The further back you go in time, you find that they could be in the back corner of somebody’s property on private property. You have found some unusual ones so tell the folks about the tombstone in the middle of the road.

Read the story of the grave in the middle of the road in Joy’s blog post 3 Shocking Discoveries I’ve Made While Searching Cemeteries.

Lisa: What other kind of unusual cemeteries Have you run into in your research?

Cemetery Story: Ask and Ye Shall Find

Joy: We were out one afternoon, and we ended up way out in the country in Illinois. We drove up this long lane to a farmhouse and I said “this should be Adams cemetery.” And my husband went and knocked on the door. They’re having fried chicken and it’s in the summer and they wanted us to come in and we’re like, “no, we’re fine. We’re looking for the cemetery.” And the guy said, “Well, if you let me finish, I’ll take you to it.” So we waited, and he came out about half an hour. And he said, “hop on the four-wheeler” and his wife came out. And we got on the four-wheeler and the dogs went with us. And it was a ride! I mean, we crossed ditches, and we went up hills and we went into the woods.

There were about eight tombstones, and they had taken it upon themselves to keep this area cleared. So they were bringing up the lawnmower and they were mowing and they were trimming the weeds around these stones, they had no relation to the Adams who were buried there. They hadn’t had anyone come and look for the cemetery in years. They were so gracious and so much fun! Just to take us up there and let us explore and see what we had found.

Care-taking Cemeteries

If you go and there’s a house or barn something there and somebody is still taking care of that property, ask them if they know where the cemetery is, if you can go see it or find out who owns that land and see if they can get you to where that cemetery is because a lot of times people are still caretaking it. Now there are some states that now require if you purchase land and a cemetery is on it (and a cemetery can be one stone) if there is someone buried there, in some states, you have to take care of it. In other states, you don’t.

I went looking for a cemetery one time, could not find it. Turned out that my mother-in-law happened to know where it was. We went early one morning and went in the back way of the cemetery. She showed me what was left. It had been purchased by a hog farmer. He did not care that it was a cemetery and had taken all the stones up, and laid them face-down in the mud and had made a path to his hog barn. So, if it’s a state where they don’t have to respect it, a lot of times people don’t. So we’ve lost a cemetery, and we’ve lost the history. All you can hope is that maybe some records made it to a genealogy society or historical organization. Otherwise, they’re gone. And we just have no way to retrace that because someone didn’t care enough to try to preserve that burial.

Lisa: It makes you realize it wouldn’t hurt to get in touch with our local genealogical or historical society and see if we can help. They often organize volunteer groups who restore and caretake old cemeteries.

Joy: You don’t have to know a thing. They will show you what to do – how to clean a grave, how to tend a grave.

I remember being a very small child and going out with my grandmother to tend graves on “Decoration Day” (Memorial Day.) I can remember us having a picnic at the cemetery, which a lot of people find rather bizarre. But cemeteries are restful and beautiful. There’s so much artwork, and sculpture, by well known artists.

  • Louis Comfort Tiffany did stained glass in some of the mausoleums at cemeteries.
  • Frank Lloyd Wright, a well-known architect, did some of the mausoleums in Chicago.

There is really art-museum quality work in our cemeteries. You just have to take the time to go out and walk and look.

Joy’s Cemetery Field Guide

Lisa: And they should take your field guide with them. Tell us a little bit about your book The Family Tree Cemetery Field Guide

Joy: You can slip it in your cemetery bag, and it washes off. This is something you don’t have to treat carefully. There’s  a place in the back for notes. You can list things as you’re seeing it. You can write down the symbols and then go back and research it.

family tree cemetery field guide

Get Joy’s guide to cemetery research featuring detailed step-by-steps for using FindAGrave and BillionsGraves, plus guides for understanding tombstone epitaphs and symbol meanings.

It goes into detail on what to do to get ready for your cemetery visit. What to do once you’re there. How to find records, and what to do with the information when you get back home. Put it on Find-A-Grave, Billion Graves, Ancestry, FamilySearch. Let other people know the information you found so that we can all continue to build our family trees together.

Being a genealogist is like being Nancy Drew, and you’ve got to investigate where the information is leading.

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