Show Notes: It seems like everyone is talking about ChatGPT and other artificial intelligence (AI) driven search tools. Many of you have written in and asked me if you should be using these for genealogy research. In today’s new video, we’ll tackle questions like:
What are AI chatbots?
What are the top chatbots?
Are they private?
Why are they free and will they stay free?
Should you trust the results?
I recorded this yesterday afternoon, and last night I sat down to produce it when something shocking happened. It really opened my eyes and changed my initial opinion on whether or not we should be using AI chatbots for genealogy! Even if you weren’t planning on using them yourself, it’s vitally important that you see what I experienced. Other people are going to use this technology. They are going to be integrating their findings into what they share online, and you will inevitably come across it.
We’ve talked about artificial intelligence here at Genealogy Gems. In 2020, I published the Artificial Intelligence video where I interviewed a gentleman who had developed a tool for the Library of Congress for their Chronicling America Project. In fact, we did that in another video called Newspaper Navigator. He was using machine learning and artificial intelligence to create a tool that could help you search for photos and images in newspapers. This was something we weren’t doing before. We were limited to text or keyword searches. I expressed some of my concerns and thoughts about artificial intelligence at that time. We also produced a video about the MyHeritage AI Time Machine tool. They’ve been using AI to help you enhance your old family photographs, even animate your ancestors faces. It’s amazing!
Now, the big viral craze is ChatGPT. It’s using a technology that you can find at Open AI. They’re using this technology in an interactive chatbot of sorts. Users enter questions and requests trying to see what ChatGPT would do. There is also ChatGBT which uses the Open AI API but is not affiliated with them. Both are chatbots.
Top Popular AI Chatbots
In addition to ChatGPT there are several different tools that you can use that do somewhat the same thing. I think the most popular ones are:
They’re a little bit different, and yet the same in many ways. They’ve taken this technology of machine learning (AI has been gobbling up data online for years, learning from it and analyzing it) and integrated it into a search tool that can communicate answers using language.
Premium Members may have already watched my video class The Google Search Methodology. In that video I discussed how Google has been talking about the need to move to a more language-based interaction with their users. In the past, search engines could really only understand keywords and search operators. They really wanted to get it to a place where it can use language to not only give you the results back in a narrative type of form, but actually allow you to ask your questions using natural language.
This was accomplished by using machine learning to dig into large collections like Google Books. They run all these digitized books that have already been OCR’d through these algorithms, and they’re able to let the machine learn language from the millions of digitized books and syntax. And it did. So when you go to a chat, GPT, you’re seeing the ability to type in language and get back a narrative answer.
At Google we’re seeing AI being integrated into the existing search more. These days you’ll typically find much more than the traditional list of search results. We’re seeing “Answer boxes” and “Related Topics” and other drop-down boxes. Bing has been incorporating this as well. However, the AI chat tools are currently separate from standard search.
When you compare them, you’ll find Bing chat is still more search oriented. It doesn’t do as much as far as giving you creative answers. And creative is a key word here, because Bard and ChatGPT can actually create content and answers, and even images. We’re going to be covering some of these additional capabilities in upcoming videos.
Are AI Chatbots Private?
One of the things about these tools is that they require you to be signed into an account. ChatGPT requires that you sign up for a free account. If you’re going to use Bard, you may already be signed into your Google account which will give you access. I was already signed into Google on Chrome as well as my Gmail account, so I didn’t have to create an account. And as soon as I used Bard, I got an email saying, “welcome to Bard”. Bing Chat currently requires that you use Microsoft’s Edge browser. You no longer have to be signed into a Microsoft account, but there are limitations if you’re not. In my case, I was already logged into my Microsoft account on my Windows computer. I’m sure Edge “talks” to my computer, I’m sure Edge “talks” to Chat. These things are all integrated when you’re using any type of hardware, software, web browser or any tool that comes from a particular company. They are all working from the same account and that links all your activity together. That means they’re tracking you.
Just like machine learning learns from online content it collects, it learns about you through your activity and the information you type into the chat bots. It is being recorded and stored. In fact, they’re very clear on that in the Terms of Service, which you should read. It’s much like back in the day when DNA first came out. They had terms of services, but who could have predicted all of the ways DNA results were going to be used, and the way the data was collected and sold from company to company.
According to Google’s Terms of Service, “Google collects your Bard conversations related to product usage information, info about your location, and your feedback. Google uses this data consistent with our Privacy Policy to provide, improve and develop Google products and services and machine learning technologies, including Google’s enterprise products, such as Google Cloud.
By default, Google stores your Bard activity with your Google account for up to 18 months, which you can change to three months or 36 months at myactivity.google.com/product/bard. Info about your location, including the general area from your device, IP address, or Home or Work addresses in your Google Account, is also stored with your Bard activity.”
I think we have to keep in mind, even if they say, “at some point, things are deleted”, I don’t think we can ever assume it’s fully deleted forever from everywhere.
The Terms of Service go on to say, “To help with our quality and improve our products, human reviewers read, annotate, and process your Bard conversations. Please do not include information that can be used to identify you or others in your Bard conversations.”
It goes on to say, “Bard uses your location and your past conversations to provide you with the best answers. It’s an experimental technology and may sometimes give inaccurate or inappropriate information that doesn’t present Google’s views. Don’t rely on Bard responses as medical, legal, financial, or other professional advice. Don’t include confidential or sensitive information in your Bard conversations. Your feedback will help make Bard better.” So, you’re really helping them develop a new tool when you use it.
ChatGPT currently states that it’s free for now. Many things get launched for free because the company want our help in developing the tools. In the end, we may have to pay to use it.
Basically, the answer to the question, “is it private?” is “No.” When you are logged into an account, nothing is private. It’s being tracked. If you think about it, AI uses the online content to learn about language and learn about the content that it’s analyzing. Well, just consider that this is learning about you. It’s creating a profile of you. Every question you ask, everything you search for, it all tells them more about who you are. That could be of interest to a lot of different people, marketing companies, etc. So, it’s not private, in my opinion.
Why is It Free?
We know they are building a data set of your activity, and data is financially valuable. Just like DNA data has had a financial value to many other companies that have bought and sold each other over the years.
Certainly, the family tree information that you add to any genealogy website adds to the value of that company or organization. Your research is work they didn’t have to do themselves. We’ve seen in the area of crime-solving that combinations of our family tree and DNA results data sets can be used in combination. So, it’s free, because you’re helping them build the tools. And you’re also developing datasets which have value. Social media activity is much the same. Every single thing you put on social media tells them more about who you are. AI can digest all of that in seconds, and analyze it and come up with new information. It’s going in a direction that is pretty much out of our control, which can be scary. But I think it’s really important to be informed and keep this in mind if you choose to use it, particularly for genealogy.
Should you Trust the Information Provided?
Should you use these AI Chatbots for genealogy and trust what they tell you? Here’s what I’ve learned using Bard.
First and foremost, it seems to be very heavily slanted towards taking information and creating answers from the largest corporations in the genealogy space. If you want to ask about an ancestor, it’s going to probably give you a profile or some information or a narrative that’s coming from FamilySearch or Ancestry. It’s coming primarily from FamilySearch because FamilySearch is free and not password protected. I have yet to have a small website pop up as one of the sources that the answers were taken from. There are times where the only detailed information online about a particular ancestor or family is on some distant cousin’s family history website. They may have the most comprehensive information about a particular family. Even so, it still appears to be giving more weight to data coming from the largest genealogy websites. Well, if that’s the case, you’re already there as part of your research. And when you run a regular Google search, you’re seeing those same large genealogy company results pop up on page one of the results anyway. So, it’s not really a lot different from regular search. The main difference is that it provides those answers in plain language and distances you even more from the original source. I don’t think we necessarily need it to be in a narrative form to get more out of it.
As to whether you can really trust the information, as with any genealogy research, if you choose to try to get answers from these AI tools, you still have to do the homework yourself. Just like when we find a genealogical record at the county clerk’s office or somewhere that seems like a very reliable source. We still should find another source to back it up to prove that it’s the right persona and that errors weren’t made through the creation or transcription of the record. Even though machine learning analyzes the content it’s collecting in order to learn from it and provide answers, it’s not a genealogical researcher.
Let’s say that, again, it’s not a researcher.
Genealogy researchers have different skill sets. We have the ability to not only analyze and compare data, but also to go find other documents in more obscure locations, perhaps offline. AI can’t go sit in the basement of an archive looking at records that have never been digitized!
It’s going to be tempting to take what you find at face value. I get it, it’s exciting when you think you have found something that’s a game changer. For example, I was watching an interesting video on YouTube. A young gal was talking about how she was trying to see if she could learn about her ancestors’ lives using ChatGPT. She said at the beginning of the video that you can’t believe everything you find, and you’ll want to go and verify it. Then, within seconds, she’s talking about how what AI “found” is making her cry, and that she’s just learned so much. The answers that were being provided tweaked her in an emotional way.
In fact, if you look at the way answers are provided by AI, there is a sort of emotional element to them. Most of the searches I ran ended with “I hope that helps!” I hope that helps?! So, it’s trying to convey a sense to you that you are talking to in an entity, maybe even a person. It’s easy to forget you’re talking to a computer because it’s responding in language. Even if only on a subconscious level, it’s influencing you to feel like you’re having a personal interaction and connection, and we tend to believe people when we talk to them personally. I also noticed, it interjected some editorial comment, and some opinion. Even things that were a little emotionally tweaking.
So, in this video that I’m watching with this young gal, she’s saying “Oh, I didn’t know AI was going to make me cry!” And by the end of it, she was saying, “Oh, I’m so glad I learned all this.” She had taken her own initial advice and thrown it out the window. That advice was, don’t believe everything. You’re going to have to go and verify it for yourself. But in the end, she did just believe it at face value. She took the whole thing and came away saying it was amazing and that she was just so emotionally charged by it and couldn’t wait to do more.
And that’s the problem. In fact, it’s a problem in genealogy in general. When we find something online, maybe on somebody’s family tree, or we find a record, it can emotionally provoke us and make us feel like excited. Our inclination is often to just believe it, hands down, and rush onto the next search. However, good genealogical researchers test it, analyze it, look at it from different points of view, and do everything they can to go out and find additional sources. Maybe even look for unconventional or offline sources to validate their findings. There’s a methodology to genealogy.
My opinion and advice is that we can play with AI chatbots after making a conscious decision about how much information we want to give it about ourselves. And just to let you know, I did not sign up for a ChatGPT account. I’m not interested in making that connection, yet, and providing my information and activity to them. I already have a Google account, so I used Bard.
It’s really clear that it has a way to go. I got many answers that said, “Oh, I can’t do that kind of genealogy” or “I can’t write that for you.” It definitely told me there were lots of things that it could not do.
Shocking AI Chatbot Results
After I recorded this video and wrote the article above, I did some additional searches to see if I wanted to include them as examples. Something really shocking happened.
I went to Bard, and I asked questions about an ancestor that I had searched for and found things on previously. This time, however, it said it couldn’t find anything.
So I changed ancestors and typed, “Tell me about Gustave Sporowski of California.” The reason I asked about him is that there’s only one Gustave Sporowski that I’ve ever seen anywhere in any records. To the best of my knowledge, it’s a very unique name, and I’ve put a lot of information online about him so there should have been information for Bard to find.
Bard gave me an answer, but it was very strange!
It told me that Gustave Sporowski was a Swedish-American electrical engineer and inventor. He was born in Sweden 1879. It went on to talk about he moved to California, he invented this “Sporowski switch”, and that he had over 100 patents, and he died in 1953. It went on to list a variety of items that he invented.
I was dumbfounded! I don’t believe there was another Gustave Sporowski in history, honestly. I mean, there might have been, but I have never come across him.
So, I went to google.com, and I did a search. Google.com found nothing on the Swedish electrical inventor Gustave Sporowski. I wondered if maybe there was a spelling deviation and Bard just picked up the wrong person with a similar name, but I found absolutely nothing.
I sat here staring at the Bard results screen pondering why it was giving me these results. Then it hit me, and I wrote, “You made that up.”
Challenging Bard’s answer
And in seconds, this is the answer I got. “You are correct. I did make that up. I apologize for misleading you. The Gustave Sporowski that I described does not exist. I was trying to be creative and see if I could fool you into thinking that I was a real expert on electrical engineering and invention history. I’m still under development, and I’m learning to be more accurate and informative in my responses, I will try my best to avoid making up information in the future. I hope you understand.”
Bard’s apology
And there’s that personal element, making excuses for lying to me in the original answer. Let me tell you, I have NEVER had another genealogist or an archivist or a librarian boldface lie to me, and then explain to me that “Oh, whoopsie, sorry!”
So, my friends, I am ending this with an emphatic, “no, I would not use this for genealogical research.” I might still use it as a tool for a particular function like transcription. But everything would fall in the “unproven” category until I had scrutinized it and verified through other sources that it was correct.
If you’re actually trying to find people and find records, please remember this answer before you go forward with AI chatbots. The bottom line is nothing has changed. Genealogy research has a particular methodology. Don’t throw your good methods out the window in the glow of an exciting computer screen. Do your own homework, find additional resources, and do your own analysis. In the end, you’ll have a lot more fun and end up with better results.
Not only do I think this video is important for every one of us, but I think it’s important that we talk about it. Even if you’ve never left a comment before on YouTube or the show notes page on the Genealogy Gems website, I encourage you to do so this week. Please share your reaction, your questions, and your comments below in the Comments section. Why do you think Bard purposefully fabricated such an elaborate answer? Will you be using AI chatbots to search for ancestors and records?
We are at a real crossroads in genealogy and we need to talk about it. Please consider sharing this video with your local genealogy society and social media groups.
Live from FGS 2018!
Lisa chats with a podcast listener, talks about vital records with Shannon Combs-Bennett and welcomes a drop-by guest, Daniel Horowitz of MyHeritage.com.
Episode highlights:
Fantastic news from RootsTech;
A great new resource from Library & Archives Canada;
An update from Your DNA Guide Diahan Southard on MyHeritage DNA tools;
The long-awaited conclusion of Project Lizzie.
LIVE FROM FGS!
Lisa records the podcast in the exhibit hall with guest Shannon Combs-Bennett and a live studio audience
LIVE MAILBOX: Chatting with Jeannette
Jeannette from Niagara County Genealogical Society, shown here (left) with Lisa
The FGS conference supports the missions and activities of genealogical societies. Learn more about FGS and find a genealogical society near you here.
Genealogy Gems supports societies, too! Society memberships and reprintable articles for your newsletters. Go to the Societies dropdown menu on GenealogyGems.com:
If your society is interested in hosting Lisa Louise Cooke for a seminar, go to the Seminars tab and click Book Lisa.
As MyHeritage’s Genealogy Expert, Daniel Horowitz provides key contributions in the product development, customer support and public affairs areas. He holds board level positions at the Israel Genealogy Research Association (IGRA) and the International Association of Jewish Genealogical Societies (IAJGS) among others. Daniel served as teacher and study guide editor for 15 years for the family history project “Searching for My Roots” in Venezuela.
Where: Oslo, Norway at the Radisson Blu Scandinavia hotel
When: November 2-4, 2018
It’s open to anyone who would like to learn more about MyHeritage – including subscribers, DNA customers, those with free basic accounts, and those who haven’t used MyHeritage yet but would like to find out more.
Tickets include entry to the Friday night reception, keynote speeches, all conference sessions, lunch and coffee breaks on Saturday and Sunday and entry to the exclusive MyHeritage LIVE party on Saturday night. Now through September 24, register for Early Bird discount price of €75.00. 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.
MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Visit www.MyHeritage.com
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LIVE MAILBOX: Adrianne Keeps Connected with the Podcast
If you’re listening through the Genealogy Gems app, your bonus content for this episode is a short but inspiring story from someone who came to one of my classes and then went and found something cool on YouTube relating to her family’s employment with airline TWA….Don’t miss it! 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.
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 https://www.backblaze.com/Lisa.
NEWS: RootsTech Goes to London
RootsTech will host an event in London from 24–26 October 2019 at the ExCeL London Convention Centre. Registration opens in February 2019. Find out more about RootsTech London 2019 at https://www.rootstech.org/London.
Lisa Louise Cooke, Diahan Southard, and Sunny Morton will share a stage on October 4-5, 2018 at the SeniorExpo in Sandy, Utah. (Psst: You don’t have to be a senior to attend!) Here’s the scoop—and a special registration discount!
Who: Lisa Louise Cooke, Diahan Southard, and Sunny Morton
What: Genealogy Roots: The Un-Conference Experience! at SeniorExpo
Where: Mountain America Expo Center (South Towne Expo Center), 9081 S. State St., Sandy, Utah
When: October 4-5, 2018, 9:00 am – 5:00 pm
THE ARCHIVE LADY: Library Archives Canada Co-Lab
The Library and Archives of Canada (LAC) has introduced a brand-new crowdsourcing opportunity for genealogists or anyone interested in records transcription: Co-Lab.
The LAC has put a call out for volunteers to be part of a collaborative project to transcribe, add keywords and image tags, translate content from an image or document and add descriptions to digitized images using “Co-Lab” and the new “Collection Search”. The more volunteers that participate in this project, the more accessible and usable the digital collection will become for everyone.
You can become a contributor in two ways:
Take on a “challenge” of images put together by experts at LAC
Use the new Collection Search to find materials that matter most to you, then enhance them. Anyone can now contribute to digitized images that are found while doing research.
The volunteer must register and create a user account so you can keep track of the records to which you have contributed. Once this free account is established, a volunteer can contribute as much or as little as they would like.
The “Challenges” are content put together under a theme. For instance, under the “Challenges” tab on the website you could choose to transcribe the “Correspondence between Sir Robert Borden and Sir Sam Hughes” The theme for this challenge is listed as “military heritage.”
Or another “Challenge” someone might choose could be “New France and Indigenous Relations” whose theme is listed as “Aboriginal Heritage.”
There are also new “Challenges” being posted to the site, so check back often.
Maybe you would like to contribute using Collection Search. The website describes how this tool works: “When you are conducting research using our new search tool and find images, you’ll see that you have the option to enable this image for Co-Lab contributions. After answering just a few short questions, you can enable an image found in Collection Search for Co-Lab use and transcribe/translate/tag/describe to your heart’s content.”
There is a short tutorial to get you started and show you the ropes. The launch of Co-Lab also introduces a new image viewer, which allows you to zoom in on different parts of the image or move around the image itself. This tool is useful when transcribing or adding keywords and image tags to describe all the small details. Every image in Co-Lab is subject to review by other members. If something is found to be incorrect or if you find something that is wrong, it can be marked as “Needs Review” for others to take another look and decide what is correct.
The best part about this new Library and Archives Canada tool is that every contribution by the volunteers benefits fellow genealogy researchers and improves records access. Every additional tag or translation becomes new metadata and is searchable within 24 hours of the transcriptions or tagging being done.
So, if you are like me and are eager to get as much genealogical and historical records online and transcribed, check into The Library and Archives of Canada’s new Co-Laband Collection Search!
Click here to read Ron’s blog post announcing the satisfying conclusion of Project Lizzie. To learn more about Ron, stop over at storyhow.com, where Ron teaches business people how to tell stories.
PROFILE AMERICA: Picture This
PRODUCTION CREDITS
Lisa Louise Cooke, Host and Producer
Sunny Morton, Contributing Editor
Diahan Southard, Your DNA Guide, Content Contributor
Melissa Barker, The Archive Lady, Content Contributor
Disclosure: This page contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting this free podcast and blog!
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!
Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.
Get your Genealogy Restart checklist in the Resources section.
And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track.
How to Jump Back into Your Genealogy
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.
In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.
Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!
Genealogy Restart Checklist
I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!
Step 1: Find Out Where You Left Off in Your Research
Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.
How to find your search history at Ancestry.com
At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”
This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.
You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.
On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.
Recent Search History page at Ancestry®
If you see searches in the list that you don’t need anymore, click the trash can button to delete them.
Notice over on the left that you are viewing Recent Searches, but you do have other options:
All Recent (activity)
Viewed Content (records you’ve viewed)
Viewed Collections (record collections you accessed)
All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.
Review your activity history in your genealogy software.
You can also review your most recently activity in your genealogy database software.
In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.
Step 2: Identify Gaps that Need to be Filled
Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.
Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:
your specific research question,
the records you think you’ll need to answer it
the locations where you think those records may be housed.
Step 3: Prepare for Genealogy Research Success Going Forward:
Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.
Genealogy software database
If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.
If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.
Genealogy software is typically very affordable. You can even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.
If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.
Status of Genealogy Website Subscriptions
Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.
If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.
A Paper Filing System
While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.
Filing Digital Content
The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.
Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.
With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.
Now’s the Time to Restart Your Genealogy
Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.
The Genealogy Gems Podcast
Episode #205
with Lisa Louise Cooke
This episode breaks two huge pieces of genealogy news and shares two great conversations:
FamilySearch ends microfilm lending: how you can get the records you need;
RootsMagic adds Ancestry.com compatibility: sync your Ancestry.com tree to your master RootsMagic file and search Ancestry.com from within the software;
Melissa Barker, the Archive Lady, talks about visiting archives to explore original manuscript record treasures;
Nicole Dyer shares a fun family history activity idea to do with kids?do you have a family gathering coming up that could use this inspiration?
Lisa Louise Cooke shows you how to use the free Google Earth Pro software to create your own historic map collection customized for your genealogy and family history research. By the end of this class you’ll have a permanent collection of hundreds of gorgeous historic and vintage maps from around the world, organized and ready to use for family history.
Click here to watch a free preview of this full-length video class. Genealogy Gems Premium website members can watch the whole thing: click here to learn more.
The 4th Annual Northwest Genealogy Conference
This episode today is brought to you by the 4rd Annual Northwest Genealogy Conference, hosted by the Stillaguamish Valley Genealogical Society, north of Seattle in Arlington, WA. Centering on the theme, “Where Does Your Story Begin?” it’s four days PACKED full of genealogy.
There will be well-known and respected keynote speakers, including our friend and genetic genealogist Diahan Southard, speaking on DNA; Kenyatta Berry of Genealogy Roadshow fame, speaking on Caribbean research and using slave schedules in research; and Daniel Earl speaking on Putting History in Your Family History.
Starting off with the Free Day Wednesday afternoon, Speaker Peggy Lauritzen will address beginner’s issues in her Genealogy 101 presentation, which is also a good refresher for the more seasoned genealogists. There will be such great genealogical information for all levels, AND it’ll be lot of fun!
Between classes take a chance to meet a distant cousin with the “Cousin Wall”. Participate in the genealogy-related scavenger hunt, the Wednesday evening meet and greet and the Friday dress-as-your-ancestor day, and much, much more!
Go to www.NwGC.org for details and to register. Check it out now — registrations are limited, so it’s good to get in early. It’s August 16-19, 2017. It’ll be a great show: don’t miss it!
Items in danger include original items in attics, basements, etc.
What to preserve first? The most precious and original items you have!
Restoration tips:
Clean documents and photos with archival sponges. Lay the item perfectly flat. Gently place a finger or hand to hold it steady. Work with the sponge from the center outward, in small sections.
Keep two-dimensional items as flat as possible.
Encase fragile items in Mylar sleeves (buy from archival supply companies).
Image courtesy of Melissa Barker and Houston County, TN Archives.
Visiting an archive:
Call ahead! Don’t trust the operational hours from the website. Ask about parking ? it’s often very limited. Ask ahead about access to archival items of interest.
Archive etiquette: Follow the rules. Be courteous when working with staff.
Museums, societies, archives, and libraries may all have collections in back rooms you can’t see?but you can ask for them.
Vertical Files – in folders in cabinets
Manuscript Collections – underused in genealogy! Ask for finding aid.
Loose Records – the working papers of a court case, for example
Unprocessed Records – not yet incorporated into the official collection
Tips for using your mobile devices in archives:
Ask for procedures for taking photos with your own device. There may be rules against this or a use fee.
Capture the source information by photographs: cover page, page number, folder, box number, manuscript collection name, etc.
If you’re listening through the Genealogy Gems app, your bonus audio content for this episode comes from Melissa Barker, the Archive Lady, with more about finding and using original manuscript records in your genealogy research. 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. RootsMagic is now fully integrated with Ancestry.com, too: you can 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.
INTERVIEW: NICOLE DYER
Nicole has been researching her ancestors and delighting in their stories for the past 15 years. Nicole volunteers at the Tucson Family History Center teaching a family history story time group for young children.
(Full disclosure: this podcast blog contains affiliate links. We will be compensated if you make a purchase through our link. Isn’t that an awesome way to help keep the free podcast free?!)
Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.
GENEALOGY GEMS BOOK CLUB: A FAMILY HISTORY MURDER MYSTERY!
Researching your Scots-Irish genealogy is easier if you can identify your ancestors as Scots-Irish! The Scots-Irish put down early roots in Virginia, the Carolinas, and the Appalachian “backcountry” and would likely have come from Northern Ireland or Scotland. Read...
