15 Websites Under-the-Radar for Genealogy (Audio Podcast)

SHOW NOTES: Episode 294 of the Genealogy Gems podcast shines a spotlight on 15 under-the-radar websites that serious genealogists should know about. Lisa Louise Cooke reveals powerful resources like AI tools capable of deciphering old handwriting in unindexed records, clever ways to hunt for unique family artifacts and ephemera online, specialized digital libraries perfect for finding memoirs, how obscure fashion archives can help date your mystery photos, and cutting-edge map sites that let you search text within the historical maps themselves. Plus, stick around until the very end for a special bonus tech tip to make your research even smoother!

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15 Websites Under-the-Radar for Genealogists

1. FamilySearch Full-text Search

You know how OCR technology lets computers read typed text on old documents? For years, which didn’t work well for handwritten records. But FamilySearch is changing the game! Their Full-text Search project, available through FamilySearch Labs, is training AI to decipher historical handwriting. The exciting part? More and more handwritten records that once required tedious page-by-page Browse are becoming keyword searchable. Dive in and explore the collections currently using Full-text search.

2. Calculating Cousins with FamilySearch

Ever get tangled trying to figure out if someone’s your second cousin once removed, or… something else entirely? Take the guesswork out of cousin relationships with the fantastic Cousin Chart blog post on FamilySearch. It pulls together some of the best tools – a handy visualization chart, a ‘Cousin Calculator’ tool, and even a math-based method. Bookmark this one – it’s a lifesaver!

3. Ancestry.com – Just How Far Back Can They Go?

We know Ancestry.com lets you filter searches way back, even to the 1600s. But is that the limit? Not even close! According to Ancestry themselves, their oldest documents are the Mühldorf Deeds from Germany, dating back to the 1300s! And thanks to modern tech, even these incredibly old documents can be surprisingly legible and searchable. Visit Ancestry.com’s Card Catalog.

4. Get Organized with Family Tree Magazine

Feeling buried under piles of papers or drowning in digital files? Getting your genealogy organized is a common goal, and Family Tree Magazine has a fantastic resource page to help you finally conquer the chaos. Their Organize Your Genealogy page gathers their best guides on everything from taming paper clutter and digital files to organizing photos and your workspace.

Family tree magazine get organized

5. Newspapers – Veridian Collections

Many of us were sad to see the newspaper site Elephind.com go. But the good news is, the company behind it, DL Consulting, is still helping libraries digitize their collections using their Veridian software. Why does this matter to you? Because you can browse the fascinating, digitized content from their clients – including many unique and free newspaper collections – directly through the Veridian website.

Newspapers collections at Veridian

6. In Search of Memoirs at FamilySearch Digital Library

Imagine discovering a detailed, personal memoir written by an ancestor born over 170 years ago! That actually happened to me. For decades, I knew my husband’s great-grandmother, Minna Boettcher, born in 1853, had written about her pioneer life, but the book was lost. Then, just recently, my sister-in-law found it while downsizing! It’s filled with incredible details. This experience is a reminder to talk to your relatives – you never know what family history treasures might be hiding in their homes! But while you wait (hopefully not 40 years like me!), try searching for memoirs in the FamilySearch Digital Library. I recommend using the Advanced Search, putting ‘Memoirs’ in the Title field and a surname in the Keyword field.

7. Shopping for Family History at eBay

Time for some retail therapy – genealogy style! You might be surprised what family history treasures you can find on eBay.com. Think beyond records – I’m talking about artifacts! Over the years, I’ve snagged things like catalogs and tools from my husband’s great-grandfather’s hardware store, an old stock certificate signed by an ancestor, photos, yearbooks, postcards, even a tablecloth embroidered with family names and dates! My pro tip: Run searches for family names, ancestral businesses, or hometowns, and save those searches. eBay will then notify you when matching items pop up!

8. Giving Back: Birth Parent Finder

Navigating searches related to adoption often requires specialized help. BirthParentFinder.com is a resource dedicated to this, combining investigative expertise with DNA analysis to help reunite birth parents, siblings, and adopted children across the US. They offer a fantastic free blog with strategies and success stories, and they’ve recently launched the ‘Finding Family DNA with Chris and Jay’ podcast. Don’t miss the episode featuring Family Tree Magazine’s own Andrew Koch!

9. The New Chronicling America

Next up, a long-time favorite that just got a major upgrade: The Library of Congress’s Chronicling America newspaper site! It’s always been a go-to for free historical newspapers, but the new Chronicling America Historic American Newspapers collection website is fantastic. It boasts a completely redesigned interface built to handle its massive, growing collection. Key upgrades include better search refinement, an improved image viewer, and updated advanced search options. But one of the coolest new features, especially if you’re a visual person like me, is the ability to explore newspapers geographically. The interactive map lets you zoom into specific areas and click blue dots to see available digitized papers. Plus, there’s a time slider to filter by date. They add new content weekly, so keep checking back!

10. MyHeritage’s New OldNews.com

Broaden your newspaper horizons with MyHeritage’s dedicated newspaper site, OldNews.com. Launched recently, this site already contains hundreds of millions of pages from small-town papers to major international ones, effectively doubling the newspaper content previously on MyHeritage. And they plan to add millions more pages monthly, so it’s a rapidly growing resource!

11. Fashion History Timeline

Those old family photos hold more clues than you might think, especially in the clothes! Fashion can reveal social standing, hint at activities, and crucially, help date photos. To decipher these clues, check out the free Fashion History Timeline from the Fashion Institute of Technology. It’s an academic resource with searchable databases of publications on fashion history, perfect for pinpointing that unfamiliar style in Grandma’s portrait.

12. The American Immigrant Wall of Honor Database

Did your ancestors immigrate to the US? You might find their names – or add them yourself – to The American Immigrant Wall of Honor at Ellis Island. Originally started in 1990 for Ellis Island immigrants, it’s now open to honor any immigrant, regardless of when or where they arrived. You can search the existing database for free at the Statue of Liberty.org website and even add your own ancestor’s name to the wall through the Foundation’s heritage site.

Watch the Genealogy Gems video Find and Honor Your Ancestors at Ellis Island Wall of Honor.

13. Find and Identify Old Photos at DeadFred.com

How incredible would it be to find a lost photo of your ancestor online? Thousands of people have had that exact experience using the free photo archive, DeadFred.com! It’s a repository of user-submitted old photos, many unidentified or partially identified. Search by surname or location – you might get lucky! And if you find a photo of a direct ancestor that’s part of the DeadFred archive itself, they’ll often send you the original for free. It’s also a great place to upload your own mystery photos – maybe someone out there holds the key!

Watch the Genealogy Gems video The Secret to Finding Old Family Photos.

14. A New Way to Search for Free Digitized Maps

The David Rumsey Map Collection, already an amazing resource, recently launched a Machines Reading Maps tool. It has indexed 100 million words across 57,000 historical maps. Think about searching for terms relevant to your ancestors’ lives: ‘saloon,’ ‘lumberyard,’ ‘winery,’ ‘livery stable,’ or even a specific business name! The Advanced Search lets you combine text searches with map metadata. Hover over results to see the map snippet, and yes, all maps are free to download.

15. Primary Sources at JSTOR

Let’s enrich your family’s story with historical context. JSTOR is a vast digital library of academic journals, books, and primary sources. While you might not find your great-aunt’s birth certificate, you can find incredible materials that describe the world your ancestors lived in. For instance, I found the incredibly detailed WWII POW journal of Lt. Joseph ‘Ed’ Carter on JSTOR Daily. Reading accounts like this – journals, articles about local industries, social histories – can bring your ancestors’ experiences to life, even if they aren’t mentioned by name. Dive in and see what context you can uncover!

Bonus Tech Tips

Chrome Web Browser: Type @Gemini in the address bar, press the space bar, and then type your question. Press Enter on your keyboard for the answer!

Learn about creating and using Gemini Gems to automate your usage of AI for genealogy. Watch the Elevenses with Lisa episode Gemini Gems: How to Create Custom AI Research Assistants.

Resources

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Bust a Brick Wall by Speaking Google’s Language

bust a brick wall by speaking Google's language

Bust a genealogy brick wall by learning to speak Google’s language. Proper use of Google’s basic search operators will have you plowing through walls in your research in nothing flat! 

Genealogy information is sprinkled across the millions of websites on the web. Whether it’s a digital image of your great-great grandma on a distant cousins website or an out-of-print history book listed in the online card catalog in a library on the other side of the globe. Google can help you find it all.

Gaining access to that information is not as hard as you may think. I’d like to share a question I received recently from a Genealogy Gems Podcast listener, and show you how you can bust a brick wall by speaking Google’s language.

Here’s the email that I received from Ruth last week:

I’m sitting here listening to one of your free podcasts…I’m working, I’m listening, and I’m thinking…about my brick wall James Craig, what I know and what I’m trying to find out!

I know that James Craig was born about 1795-97 in New Jersey and was at Ft. Jesup, Louisiana in 1823, [and] that he was discharged in 1825. I researched New Jersey military records and found a James Craig, from Pittsgrove, Salem, New Jersey, who joined the Army [in] August 1820 for five years [and] he was sent to Fort Scott, Georgia. I read articles that state, when Fort Scott closed sometime around 1822/23, the men were sent to Fort Smith, Arkansas. Do you see the trail I’m following? It’s not hard to make the connection from Fort Smith, Arkansas to Fort Jesup, Louisiana. My problem is that I haven’t found any transfer papers!! So, how do I verify that James Craig from Pittsgrove, New Jersey is my 3rd great-grandfather. Is it possible that there are journals from the commanding officer of each encampment that might shed some light on this? 

Thanks in advance for any thoughts you might have on this long standing brick wall!

Tips to Bust a Genealogy Brick Wall

Ruth asked “Is it possible that there are journals from the commanding officer of each encampment that might shed some light on this?” I certainly think it is possible! I would suggest using Google to search the web because such items might be digitized online, or they might be listed on a library or archive website as being available at their location. Either way, you would gain valuable information on how to access the items.

Here’s an example of a search I would run:

google search strategies for genealogy

 

This search is based on my Google Excellent Method Search Let’s break down the pieces of this search query:

The quotation marks tell Google that the word or phrase must be in every search result (in other words, they are mandatory.) When used around a phrase, that means the phrase must appear exactly as searched.

The asterisk tells Google there might be a word or two between the words in a phrase, such as a middle initial.

By putting OR between two versions of the phrases, such as last name first and first name first, you cover all your bases. Note that the word OR must be capitalized to work as a Google operator.

Finally, two numbers separated by 2 dots is called a “numrange search” and that tells Google a number that falls within that range must appear in each search result. And of course, four digit numbers represent years to genealogists!

Your Genealogy Google Guru

Google packs a powerful punch for genealogists. Let me be your Genealogy Google Guru and watch my video below for even more helpful tips and tricks. Remember to subscribe to my Genealogy Gems YouTube channel so you’ll get all my upcoming Google video tips. Happy searching!

Episode 195

The Genealogy Gems Podcast
Episode 195
with Lisa Louise Cooke

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

Genealogy Gems Podcast Episode 195

Genealogy Gems Podcast Episode 195

Listen now – click the player below

More episode highlights:

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

 

NEWS: GENEALOGY WEBSITE UPDATES

NEW RECORDS ONLINE: FREE CZECH RECORDS AT FAMILYSEARCH.ORG

On browse-only records:

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

 

 

 

 

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

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

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

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

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

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

GENEALOGY GEMS NEWS

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

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

Genealogy Gems app users:  For those of you who listen to this show through the Genealogy Gems app, your bonus handout is a PDF document with step-by-step instructions and helpful screenshots for Google image search on mobile devices. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users

 

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. In the works: RootsMagic will be fully integrated with Ancestry.com, too: you’ll be able to sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

 

Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/Lisa.

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

 

MAILBOX: Robin’s YouTube Success Story

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

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

YouTube for Family History: Finding Documentaries about Your Family

 

MAILBOX: FEEDBACK ON THE PODCASTS


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

Genealogy Gems Premium podcast

 

SHAPING UP WITH SUNNY MORTON

Family Tree Magazine Podcast celebrates 100th episode

 

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

More resources for genealogy education:

GENEALOGY GEMS BOOK CLUB: Everyone Brave is Forgiven, the best-selling novel by British author Chris Cleave. A love story set in World War II London and Malta. This story is intense, eye-opening and full of insights into the human experience of living and loving in a war zone?and afterward. Everyone Brave is Forgiven is inspired by love letters exchanged between the author’s grandparents during World War II.

Video: Chris Cleave on the U.S troops coming to Europe in World War II

Click here for more Genealogy Gems Book Club titles


MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.
 
GEDMATCH WITH DIAHAN SOUTHARD, YOUR DNA GUIDE

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

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

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Episode 6 Elevenses with Lisa – Organize Your Genealogy Paper

Live show air date: April 23, 2020

Episode 6 Video and Show Notes

Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn. Click to watch below, and scroll down for all the details from Episode  6.
(Organization training begins at 22:45)

Download the Handout

Premium Members: Show Notes PDF – Genealogy Gems Premium Members can click here to download the show notes PDF for this episode. (Log in required.) 

From You:

Elevenses with Lisa is about connecting with each other and sharing ideas around family history. Margaret shared a wonderful story revolving around the recent discovery she made about the historical significance of a teacup collection that at first glance just appears to be a mis-matched lot.

Margaret's Bridge Tea Cups

Margaret’s “Bridge Tea” Cups

From Margaret in San Jose, CA:

I inherited these 6 teacups from my Mom, who only told me they were “wedding gifts.”  I always thought them odd gifts for newlyweds.  Why not a toaster? 

Nevertheless, I loved dusting them as a kid, because to me there was nothing more thrilling than a matched set of anything, and the cups and saucers are so intricately decorated to complement each other. 

I am in a True Tales/Memoir writing group and I recently read one of my stories aloud (virtually of course) about an ancestor honored at two Bridge Teas to celebrate her engagement.  A member spoke up about the tradition at Bridge Teas for each attendee to bring a different matching teacup and saucer as an engagement present to the bride.  I suddenly realized my Mom’s teacups were not odd wedding presents.  They were given to her at a Bridge Tea by her girlfriends!  I look at the six teacup sets now and see a circle of friends, each personality as unique as their teacup, symbols of friendship. 

Tech Tip:

Google can’t always find what you’re searching for, and a few days ago they launched a new message that tells you that.

Now, if you run a search and Google can’t find what it determines to be a good match, you will see a prominent message at the top of the search results page that says “no good results available.”

While a message like that can be discouraging at first glance, you shouldn’t stop there. This message doesn’t say that what you are looking for doesn’t exist. It is only saying that Google can’t find it.

There could be several reasons for this, and the search results page will likely contain clues. By following the clues and incorporating the strategies I discuss in my book The Genealogist’s Google Toolbox, there  is a very good chance that you can indeed find (with Google’s help) what you are in search of.

Here’s the example I showed in this episode. I was searching for the name of the musical group that Bill’s grandpa performed with in the 1940s, the Centennial Syncopators (seen below in the only photograph I have of the group.) The original was a sepia tone photo, but I love this version that I colorized at MyHeritage (image below.)

Centennial Syncopators musical group-Colorized

Centennial Syncopators musical group. (Salem, Oregon, circa 1940) Grandpa Mansfield is in the back row on the far right.

I was typing quickly on my phone, and as you can see in the image below,  I have typos in the first word of my search.

Google indicated that “It looks like there aren’t any great matches for your search.” Google offered a few suggestions for alternative ways to search to try and get better results. Generally speaking, these are helpful suggestions. But as is so often the case, they really didn’t help with the very specific, genealogically-driven research that I was doing.

New Google Message: No good results

New Google Message: “No good results.”

Correcting the spelling was important to try, but it didn’t yield any better results.

Google Search - fixed spelling.

Google Search – fixed spelling, but still not great results.

Instead of following the suggestions, I used the method I describe in my book. In this case I incorporated a simple search operator – quotation marks – and it made all the difference.

improving the search with search operators

improving the search with the quotation marks search operator.

There, in the first two results, was grandpa’s name: Sydney Mansfield.

There is another strategy from my book that I like to use as well. Instead of digging straight into these Web results, I take just a moment to tap Images to see what my results look like visually. Image results give you a quick visual overview that can help you spot gems that might not be obvious from the snippets appearing in the Web view.

Image results

Google Image results.

 

Tapping the first result yielded a wealth of information.

Sidney Mansfield and the Centennial Syncopators named in old photos.

Sidney Mansfield and the Centennial Syncopators named in an old newspaper.

Not only is Sidney Mansfield listed in the preview of the article (image above), but all of his band mates are too! 

Resource:

The Genealogist’s Google Toolbox, 3rd Edition (2020)

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

New book for 2020 by Lisa Louise Cooke

 

GEM: DIY Family History Art Project

I’ve been redecorating my family room. this room is really the equivalent of a junk drawer, but MUCH bigger.

Family history and music are central themes in the Cooke household, so I was keen to incorporate both into this room. Below is a photo of my hubby playing the bass in the family room. This was about half way through the project, so things were still a bit jumbled.

The family room "before"

The family room “before”

After seeing an episode of Restaurant Impossible where they used an old family photo as artwork in the redesign of a restaurant, I was inspired to do the same.

I started with the 2 ½” x 3 ½” photograph of Bill’s maternal grandpa, Sydney Mansfield, with the Centennial Syncopators of Salem, Oregon (circa 1940). Sid was an accomplished musician, playing the violin and the organ. (Bill was blessed with the musical DNA on both sides of his family. His paternal grandpa started his career playing in a theater orchestra in England at the age of thirteen, was a high school orchestra leader, and music teacher his entire life.)

The next step was to scan and dramatically enlarge the photo.

My scanner: The Epson Perfection V550 Photo flatbed scanner. (I LOVE this scanner! It can do the high resolution I need for all my projects. If you decide to buy online, I appreciate it when you use my links because we will be compensated at no additional cost to you. This helps support this free show.)

I set the scanner to Professional mode which provides much higher resolution scanning options.

Scanning resolution: 1200 dpi.

My goal was a very large piece of artwork: 71” x 51” in a matte canvas, preferably mounted.

Printer: PosterPrintShop.com – After seeing the show, the folks at PosterPrintShop.com emailed me and offered a 10% discount promo code for for Genealogy Gems / Elevenses with Lisa viewers. Use coupon code: courtesy10x2020va  

I did a lot of research and it was a challenge to find an online service that could meet my project needs. The most important thing to me was the size, so I decided on PosterPrintShop.com. They were able to produce huge custom sizes in the matte canvas. However, they didn’t offer frame mounting. That was fine though, my hubby is very handy and agreed to build the frame.

wood frame for family history artwork

Wood frame for family history artwork

I uploaded my digital image, and I was happy to see that the printer immediately confirmed it was excellent quality for the enlargement. This gave me confidence that the finished poster would not be blurry or grainy.

In just three days it was up on my wall, sure to inspire many future evenings of music!

Completed project: family history art

Completed project: family history art.

How to Organize All This Genealogy Stuff!

Save yourself future frustration and disappointment by putting a solid plan in place for all the types of genealogical items that will be coming your way: paper, digital files, data, and notes.

I personally use all of the organizational systems that I am sharing with you in this series on the show. They have proven to be reliable and efficient, and I can honestly say I have never lost a piece of paper. All my archival paper is off my desk, within easy arm’s reach.

But don’t take my word for it. Test drive these methods and feel free to adjust to suit your individual needs. Consistent yet flexible implementation is the key to success. Every family is different (and a bit messy) so it’s understandable that you may implement this system with some minor alterations to suit your particular needs.

The most important piece of the organizational puzzle is in your court. Your system will only succeed if you stick to it!

In this episode we discussed:

Organizing All This Paper! The Physical Items Organization System

We begin our genealogical research by pulling together information that we already have around our home. A lot of that information will be on paper in all shapes and sizes. The sooner you establish a place to store it, the sooner you will become more productive.

Genealogy research is becoming more and more digital, but there will always be paper. Typically, the paper worth keeping will be precious items like original documents, postcards, letters, etc.

When you first acquire an item, you will “process” it, as I like to call it. This entails, reviewing it carefully, extracting all pertinent information and adding that information to a variety of locations (your personal genealogy database on your computer, your online family tree, transcription into another format, etc.)

After completely processing the information, you have a decision to make:

  • Do you archive this piece of paper? (possibly also digitizing it)
  • Do you digitize it and toss it?
  • Do you toss it?

If you determine the paper is precious and worth archiving, you will archive it in my 3 ring notebook system. Be absolutely sure that this paper is worth the precious real estate available on your office shelf.

My Genealogy Notebook System

This system organizes your paper to mirror the organization of your computer files (which we will cover in Elevenses with Lisa episode 7.) It is also based on your pedigree chart, meaning that it concentrates on your direct line of parents and grandparents, etc.

Since we can’t realistically keep every scrap of paper, typically the most important will be paper that relates to those ancestors you directly descend from. Whenever possible, opt to digitize (scan, photograph) paper, file it on your hard drive (backed up of course. I use Backblaze available here – we’ll be talking more about data in Episode 8), and toss the paper. Paper saved should be considered archival worthy. All other paper can ultimately be digitized (if desired) and tossed when you’re done working with it.

There are many advantages to my 3 ring notebook organizational system:

  • 3 ring binders keep paper items secure, clean and protected.
  • They can be stacked neatly on shelves.
  • Binders allow you to easily retrieve items for a family.
  • When you remove a binder from the shelf, it is obvious where it should be returned.
  • Binders are flexible – allowing you to add and remove items easily without disturbing other items.

I have found that organizational systems that are complicated and completely unique are difficult to stick with. My simple binder system is organized under the same logic as the census. This makes it easier to follow and it dovetails nicely with your digital organization (which I’ll be discussing in Episode 7) and your genealogy research.

The census is organized by households (typically families) with a designated head of household (typically the father.) Of course, this isn’t always the case. There are always exceptions. But we are focused on a big-picture over-arching principle that will guide our organization. 

Start with the ancestors closest to you. In my example, I began with my grandparents. Each direct line in your tree gets a 3-ring “surname” binder.

Tabs within the binder are organized by the head of household, just like the census. Again, typically, this is the man of the house.

Items are placed in acid-free sheet protectors and filed behind the appropriate head of household tab, in reverse chronological order, beginning with death records.

This process may take a while depending on how much you have already collected. Don’t worry about organizing everything in one sitting. If you have amassed a lot of paper, there is no need to stop all research until everything you have is organized. It’s just not realistic. All you need to do is get the supplies, set up your first generation of notebooks, and any notebooks for the lines you are currently researching. Use this method and file as you research and come across new paper. Schedule blocks of organization time and use that time to go back and process and file your existing paper. By doing this you can continue the fun of genealogy while continually making progress organizing and archiving your paper backlog.

Organizational success also depends on having the material you need on hand. Below is my shopping list, including what I generally think is the minimum number of items to start with. If you decide to buy online, I appreciate it when you use my links because Genealogy Gems will be compensated at no additional cost to you. This helps support this free show.

Shopping List:

Setting Up Your First Notebook

Create a cover and spine for your notebook in a simple Word document or other program. Save it as a template so that you can quickly generate covers and spines as needed.

Add the tabbed dividers to the notebook.

Label the first tab as Pending. This is where you will place items for that family line that you have not yet finished processing. Think of this tab as a staging area for paper you acquire throughout your research before they have been entered into your database.

Dividing Tabs: Label the second tab with the head of the family for the generation closest to you. Each generational head of household (Father, Grandfather, etc.) gets a tab. Label the remaining tabs as far back as you can. (Click here to jump to the spot in the episode on YouTube where I show the tabs.)

Generally, I organize the items behind the tabs in chronological order no matter who they pertain to within his family. This creates a sort of timeline. However, for a large volume of documents you could use colored dividing tabs to divide items by each person in his family while that person is in his household. If you do want to break things up a bit, you don’t have to have a colored tab for every family member. You could have one for the wife, and one for all the children. You could even have one for all the kids but break out just your direct ancestor and give him or her their own. Do what works for you, and then stick to it!

How to File Paper in the Notebooks

Filing Records for Women

Documents for female children are filed under their father prior to marriage, and then all documents generated after their marriage are filed under their husband.

A widowed woman has a married name, and her items are filed under her husband’s tab. If she remarries, all her items generated from that point forward are filed under her new husband unless you think you’ll have enough paper to warrant a new book. Otherwise, you can certainly just continue filing paperwork for her and her new husband under that tab. The choice is yours. Feel free to add cross-referencing notes.

Filing Collateral Lines:

Collateral relatives are the ones that descend from the brothers or sisters of your direct ancestors (i.e. nieces, nephews, cousins). File paperwork for collateral relatives under the direct ancestor they are most closely related to, or in a tab at the end of the family binder called Collateral Relatives. (That’s what I do.) Strive to digitize as much as possible. Chances are, you won’t have a lot of paperwork to archive for collateral relatives. If you do, ask yourself if you really need all of it!

Eventually your families will branch out into other surnames, and you will need to start new binders. Use the smaller 1″ 3-ring binder for this purpose.

As your research progresses, you may need to move the family from a 1″ binder to a 3″ binder. But some families, particularly those farther back in your family tree (where there is less original archive-worthy paperwork) will be adequately accommodated by 1″ binders. Save space by not automatically moving families into 3″ binders.

Organizing Heirlooms

My system includes a Family Heirloom Tracking binder and digital file folder. Each page features one heirloom and includes:

  • a photograph,
  • brief history of the item,
  • current location,
  • and who will inherit the item. 

Free downloads:

Example page from the Heirloom Tracking binder: Click here to download.

Blank Heirloom Tracking worksheet: Click here to download

Premium Member Downloads:

Notebook cover and spine template Word documents (Log In requiredClick here to download.

 

Why Do You Do Genealogy?

I don’t know about you, but I get asked a lot by people who aren’t into genealogy, “Why do you do it?”
I’ve given this a lot of thought over the years, and I’ve come to an important conclusion:

Family History is Knowing the Full Story - Lisa Louise Cooke

Quote by Lisa Louise Cooke

Please take a moment to share in the comments as to why you do genealogy. I’d love to hear your personal reasons. 

Resources

Premium Members: Show Notes PDF – Genealogy Gems Premium Members can click here to download the show notes PDF for this episode. (Log in required.) Become a Premium Member here

Watch the Next Episode

Watch episode 7 of Elevenses with Lisa on how to organize your genealogy data.

Questions and Comments

Did you like this episode? What resonated with you? What goals are you setting this week? Do you have a questions for me? Please leave your comments and questions below. I can’t wait to hear from you, and I look forward to seeing you next week on Elevenses with Lisa. 

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