This week we’re going to revisit two more early episodes of Elevenses with Lisa that will help you be more productive and organized no matter what device you using for your genealogy research. I’m bringing these episodes out from behind the Premium Membership paywall and making them available for free this week. These will be presented back-to-back as Live Video Premieres on my Genealogy Gems YouTube channel. Part 1 and part 2 of this short series can be found in episode 68. In part 1 we covered what makes us vulnerable to getting distracted, and how a research plan can help. In part 2 we talked about how to deal with BSOs (bright shiny objects!) In this episode 69 we will cover parts 3 (Mobile Organization) and 4 (Online Productivity Strategies).
How Alice the Genealogist Avoids the Rabbit Hole Continued…
Part 1 and part 2 of this short series can be found in episode 68. In part 1 we covered what makes us vulnerable to getting distracted, and how a research plan can help. In part 2 we talked about how to deal with BSOs (bright shiny objects!)
Part 3
In episode 68 we covered:
1. Use a Cloud-Notetaking Service
Get a free Cloud note-taking tool and use it consistently. (Examples include Evernote, OneNote, and Google Keep.)
Use the website, software, and/or app to capture unexpected finds while researching. Both Evernote and OneNote work on all platforms.
Your notes in your account will synchronize between your devices (depending on the program and plan you choose.) You can add to your notes or work with them anytime, anywhere.
2. Schedule BSO Time
I use Google Calendar to stay organized and schedule my BSO time. Create a BSO calendar, and then schedule BSO time on your calendar. These will help you remember to follow up. Knowing you have set aside time in the future to explore the BSO helps you mentally let them go and stay on track with your research plan.
In this episode:
3. Mobile BSO Organization
Success comes from pairing your research plan and process with a great supportive research environment. We have a variety of “environments” we work within such as:
On paper at our desk
On our mobile devices
On our computer
Mobile Genealogy Organization
Let’s look at how we can set up a workflow for BSOs while mobile computing. My two favorite methods for capturing BSOs on a smartphone or tablet are 1) Cloud Notetaking, and 2) Home Screen “Bookmark Apps”.
Option 1: Cloud Notetaking
I’ll be using Evernote on an iPhone as an example. (You may see slight variations in the instructions depending on the service you use and your device.)
Evernote is a great choice if you want to easily sync and use your notes on all devices including your desktop computer and / or laptop computer.
Before you begin, you’ll need a free Evernote account at evernote.com. You’ll also need to download the free Evernote app from your device’s app store, and log into your account.
When you come across a BSO while researching online in a web browser (such as the Chrome or Safari app), here’s how to capture it:
Tap the Share icon on the web page.
Select Evernote from the menu. If you don’t see it tap More for the complete menu of available apps. If you still don’t see it, make sure you have downloaded the app.
Tap More to find the Evernote app
The app will open and should open a new note. Edit the note as desired.
Edit the BSO note
Tag the note with the “BSO” tag, as well as any other tags you find helpful.
Tag with the BSO tag
Tap Save.
The note is now saved to Evernote. If you are on WiFi, Evernote will synchronize so that the note will be available from any device signed into your Evernote account.
The BSO tagged note
Option 2: Home Screen “Bookmark Apps”
Keep in mind that these aren’t the same as “Bookmarks” found in your web browser apps. I call them “Bookmark Apps” because they do save a particular web page, and they look just like apps. In the menu this feature is called “add to home screen.” (see image)
Bookmark Apps are best for when you plan to do your BSO follow up on the same mobile device.
How to capture a BSO as a Bookmark App:
In your browser app, when you come across a BSO web page, tap the share icon.
Tap Add to Home Screen.
Tap Add to Home Screen
Edit the title so it will be easy to remember why you wanted to follow up on it.
Tap Add (iOS – this may be different on Android, or different browsers)
The web page “bookmark app” is now on your home screen.
Once you have created at least two BSO bookmark apps, you can then create a folder.
How to create a folder:
Move the bookmark app by pressing and holding it until it shakes.
Keep your finger on it and drag it onto the other BSO bookmark. This will create a folder.
Name the folder “BSO”.
Press the home button to save.
Bookmark apps in the BSO folder
Now whenever you have some spare time you can tap the BSO folder and get back to one of those items that previously caught your eye.
How Alice the Genealogist Avoids Falling Down the Rabbit Hole Part 4
Creating a Supportive Computing Environment
The following tools are available for your computer desktop or laptop.
Restore Tabs
In addition to using Ctrl+Shift+T (Win) or Cmd+Shift+T (Mac) to restore a closed browser tab, you can also right-click on the new tab plus sign and select Reopen closed tab from the pop-up menu. You can do this multiple times and web pages will continue to open in the reverse-order that they were closed.
Turn Multiple Tabs into One and Save Memory with OneTab
Online genealogy research can leave you with a lot of open web browser tabs. While using multiple tabs allows you to jump back and forth between web pages and records, they can take up valuable computer memory.
You can dramatically reduce your memory usage with the OneTab extension available for both the Chrome and Firefox browsers. With one click, OneTab will combine your open tabs into a clickable list in one browser tab. You can even export the list for future reference.
Get OneTab in the Chrome Web Store here.
Get OneTab in the Firefox Web Store here.
Reduce Email Distractions
Gmail now has a Snooze feature which allows you to temporarily file an email until the date and time you select.
Snoozed emails will reappear in your Inbox at the scheduled time.
Retrieve snoozed emails at any time by clicking “Snoozed” in the menu on the left.
Get Back on Track with MyActivity
When you are signed into your Google account, MyActivity tracks the searches you conduct and the websites you visit. By visiting your MyActivity, you can search for and return to any previous activity. You can also turn it off. Go to MyActivity and click Activity Controls from the menu. Switch the slider to the off position. Visit MyActivity at https://myactivity.google.com/myactivity
Save Time by Previewing Your Google Search Results
Rather than clicking on each search result and loading the page (which also takes you away from the rest of your search results), use the Google Results Previewer web extension for Chrome. Once installed you can simply hover your mouse over a result link to reveal a preview of the page. Then you can decide whether to click through or preview additional results.
Click here to get the Google Results Previewer web extension for Chrome.
As you may have already noticed, a lot of websites these days host millions of family trees: MyHeritage.com, Ancestry.com, FamilySearch.org, Geni.com, FindMyPast.com, Archives.com and more. There are virtual forests and forests of family trees out there! How can you find a tree that includes your family? How can you be sure it’s yours? How do you know that what you see is accurate?
Get started with these 7 Steps: How to Find Your Family Tree Online:
1. Choose a site from the list above and create a free log in.
Which should you choose?
FamilySearch.org is the only one that offers totally free access to all user-submitted family trees as well as the historical records that can help you with your research. However, the other sites offer a variety of free access options, especially to user-submitted trees.
MyHeritageis known for its international user base (check out its user map here) and multi-language access.
Some sites have different portals that specialize in records from different countries. For example, Ancestry.com (with a U.S. focus) owns Ancestry.ca for Canadian genealogy, Ancestry.co.uk for the United Kingdom and Ancestry.com.au for Australian records. Similarly, FindMyPast.co.uk (U.K. focus) also hosts FindMyPast.com (U.S.), FindMyPast.ie (Ireland) andFindMyPast.com.au(Australia). Check out additional sites for specific countries (including non-English-speaking) here. If your family recently immigrated, look for a site about “the old country.’ If you have pretty deep roots in your current country, or you’re not sure, pick a site that specializes in your current home.
2. Enter the name of one of your relatives in the Search bar.
Each site files its family trees a little differently: some with historical records and some separately. Search trees at FamilySearch here. On Ancestry.com, look under the Search option for Public Member Trees. Enter names of your relatives, along with any other details you know (like a birth date and place or a spouse’s name). Try different combinations, sometimes using the person’s first and middle name, trying a maiden name, entering a nickname, etc. Increase your odds of finding people by entering a range of years (like 1880-1890) for a date and a more general place, like a state, rather than the name of a little town. If you get too many results, enter more specific information.
Which relative(s) should you choose?
One who is deceased, if possible. Records about living people may be restricted for some places (but not all).
If possible, one with a relatively unusual name. They may be easier to spot.
One you know several things about: a full name (including maiden for women), dates and places of birth, marriage and death; burial place; where they lived during their lifetime; names of their spouse(s), sibling(s) and/or child(ren).
One who lived as long ago as possible, to increase the chance that someone has posted a tree. But a grandparent is a great starting point, if that’s as far back as you know. If your grandparent is still alive, ask them their parents’ names, and start with your great-grandparent.
Need to learn more about your relatives first? Read this article on how to gather information about your family.
3. Click on results labeled as “family trees.” Are they “yours?”
Browse the search results. Do any of these names and details look familiar? Everything doesn’t have to be a perfect match for a tree to include your roots. Sometimes different information is handed down through different branches of a family. Sometimes people get their information from sources that don’t match yours. Sometimes people just guess or patch together parts of different family trees without looking closely to see if they’re right.
Tech tutorial: What exactly are you looking at when you look at a family tree online? Before the days of internet genealogy, researchers organized family history findings on their home computers in one of several specially-designed software programs. These programs could generate .GED files (often referred to as GEDCOMs) that would allow researchers using different software to share their findings. Many people have now uploaded their GED files to genealogy sites like the ones we’re talking about–or they’ve just built a family tree from scratch right on the site.
4. Evaluate the accuracy of what you find.
The best way to judge the accuracy of a family tree without researching it yourself is to see what proof is offered. Do you see any records mentioned (like footnotes) or attached to the tree? Common records include tombstone images; government or church vital records (birth, marriage or death records) and census listings. Do you see photos attached? Photos may indicate the submitter has access to family records or albums (bonus!).
If a tree mentions lots of sources, it’s more likely to be accurate–at least for the pieces of information that are sourced. If a tree doesn’t have sources, it doesn’t mean it’s wrong, it just means you don’t know if it’s right.
Sometimes you’ll find a “branch” on a tree that goes back many generations without a single source mentioned. Beware! Sometimes these branches are just copied from other trees. This may particularly be true if a branch is connected to a royal line. Royal lines are well-documented in history and some people have created family trees with the hope of running into royal relatives. These connections may not have been thoroughly researched–they might just represent “wishful thinking.” Again, look for sources.
5. Optional step: reach out to the submitter of promising-looking family trees.
Some sites allow you to contact them through confidential email routed through the site (you may have to purchase a subscription first). You might contact a submitter to meet a possible cousin, share information you have or ask for more details about what they posted. If you contact them, be polite–don’t open with “you got my grandfather’s birthday wrong” or you may never hear back. You may not hear back anyway, if the submitter is no longer researching, their email changed or they have passed away.
6. Google your surname along with the phrase “family tree” or “genealogy.”
See if any personal websites pop up with your family tree (or other family history information) in them. Evaluate the information by looking for accurate details (as far as you know) and lots of sources mentioned. Look for an “About” or “Contact” page to learn more about the submitter of this information.
7. Verify it yourself. Wandering through forests of online family trees may give you the urge to create your own tree. An accurate, and sourced tree! If so, good for you. Keep reading the articles suggested below to learn how to get started!
