How to Find Family History on YouTube in 5 Steps
Family history can be found in many places. We turn to steadfast repositories such as libraries, archives and historical societies. And these days we can also search online at free genealogy websites like FamilySearch, and subscription websites like MyHeritage and Ancestry. All have something unique to offer.
Most importantly, we start our search at home, talking to our oldest relatives and combing through old family papers. We then turn our attention to the family photo albums and scrapbook on the bookshelf, and old home movies if we are lucky enough to have them.
The great news is that the closets in your home are not the only place where you can potentially find old film footage pertaining to your family’s past. The largest online video repository in the world is YouTube (which is owned by Google), and it is the perfect place to look for film. That’s why I’m so excited to share some of my YouTube search strategies from my new book The Genealogist’s Google Toolbox, 3rd Edition. These strategies can help you find old home movies (from your family or someone else’s family that came in contact with your family), news and newsreel films, documentaries, amateur and professional film footage, and countless other subjects that can shed more light on your family’s history.
How to Find Family History on YouTube in 5 Steps
Does finding your family history on YouTube sound unlikely? Believe me, it’s not. YouTube is a treasure trove if you know how to search it. Here are 5 steps from my Google Search Methodology for Genealogy and how to apply them specifically to YouTube.
Step #1. Create a Search Plan
Just like genealogy research, successful Googling, even on YouTube, requires a plan. Rather than searching willy-nilly, take a few moments to determine what it is you hope to find. Having a search plan will save you a lot of time and frustration!
The key to a good research question and plan is to be specific. This means that instead of just searching for family names or places, you have a specific event, place, and / or time frame in mind.
Below is a great example of searching with a specific plan in mind that I received from one of my Genealogy Gems Podcast listeners a while back. I have bolded the keywords that she incorporated into her YouTube search.
From Carol K.:
“I really enjoyed (Genealogy Gems) Podcast (episode) #223, particularly the segment with David Haas MD. (Editor’s note: that episode covers Dr. Haas’ vast collection of old home movies and his quest to upload them all to YouTube.)
I had tried researching YouTube for something about my family, including where they settled in Connecticut. I had not come up with much when I decide to search my dad’s ship, The USS Tuscaloosa (Image 1).
Image 1: Carol’s father, Mario Ponte, served on the USS Tuscaloosa
My dad, Mario Ponte, served in the Navy from 1936-1939 (Image 2).
Image 2: Mario DaRin Ponte beside the USS Tuscaloosa – July 27, 1937
I knew he had been on a Goodwill South American Cruise in 1939 (Image 3) as he talked about it often and I even have the Cruise Book from that voyage.
image 3: U.S.S. Tuscaloosa South American Good Will Cruise route April – June 1939
Well, I’ll be if I didn’t find this story and film (on YouTube).
(Here’s the video’s description:)
On a goodwill tour of South America in 1939, three US cruisers found little goodwill in this angry sea. Newsreel cameras aboard the USS San Francisco recorded this epic struggle of the ships which included the USS Quincy and USS Tuscaloosa.
I don’t recall my father ever mentioning this to me, but my husband said he had heard the story. I only wish my dad were here to share this memory with me. At least, I have been able to share this treacherous event with many in my family.
When you see the tossing, turning and huge waves in the video, I feel they were lucky to have survived. Just think, if they hadn’t, I wouldn’t be here to tell this story today.
Thanks Lisa and David. I’m now convinced that YouTube can be used for genealogy and to add to our stories.”
Carol’s fascinating success can be directly tied to the fact that she developed a research plan focused on specific information.
2. Craft Your YouTube Search Query
As you can see, Carol didn’t just search YouTube for her Dad’s name. In fact, unless your ancestor was famous in some way, that is likely not a strategy that will pay off.
Instead, she assembled the pertinent information and used that in her query. Here are the keywords and phrases I pulled from her email:
- The USS Tuscaloosa
- Goodwill South American Cruise in 1939
- Mario Ponte
- Navy from 1936-1939
I included her dad’s name in this list because it never hurts to run your ancestor’s name through a search just in case something pops up. You never know what might be on YouTube. For example, perhaps a childhood friend has uploaded an old home movie to YouTube and named him as being in the movie too!
When conducting your initial YouTube search, include all the important information. If the results are unsatisfactory, you can always remove or add search terms. Since we can’t be sure what if anything is on YouTube pertaining to our research subject, we have to be flexible, and that means expecting to run several variations of our search. We’ll talk more about that in step 3.
In Carol’s case, her research plan was focused on finding a video pertaining to the U.S.S. Tuscaloosa’s Goodwill cruise that her father participated in. She could start with a search such as:
USS Tuscaloosa Goodwill South American Cruise in 1939
The results for this search query are excellent and include the video that Carol found:
Image 4: YouTube search for family history
3. Analyze Your YouTube Search Results
Even though these results successfully delivered the video that satisfied our research plan, we would miss tremendous opportunity if we didn’t take a few extra moments to further analyze the results. You never know what else might be out there!
Here are just a few of the things you should be looking for when reviewing your YouTube results:
LOOK FOR: Should I be more specific in my search query?
Look at our search results (Image 4 above). What stands out to me is that there appear to be many different videos on YouTube about war time ships and cruisers. This is great for family historians, but it means that there are more results to look through than we might have expected.
As you have probably experienced in the past, not all the words in our search query are included in every search result we receive. There is a way to quickly and easily find only videos that specifically mention the words and phrases we want to find. By putting quotation marks around “U.S.S. Tuscaloosa” we can tell YouTube to only give us videos that mention that exact phrase.
When Google searching (and Google is the search engine under the hood of YouTube), quotation marks function as a search operator. They tell Google specific instructions about what to do with our word or phrase. In this case, they tell Google that the phrase is mandatory, and must appear exactly as typed and spelled. The one exception is the periods in U.S.S. Generally speaking, Google disregards punctuation, so it ignores the periods. It doesn’t matter whether you include them or not.
It is important to note that operators don’t always work as consistently in YouTube as they do in regular searches at Google.com. That being said, it’s great to have a variety of tools that we can use to improve our searches, and they are definitely worth a try. My book includes a wide range of additional search operators and how to use them.
Running a second search on “USS Tuscaloosa” opens many new video opportunities (Image 5):
Image 5: Search results for a query containing the quotation marks search operator.
This search not only includes the 1939 tour, but also other videos of the ship that may also be applicable to the family’s history. As you can see, sometimes less words in a search is more!
LOOK FOR: What do the unwanted video results have in common?
Sometimes you may notice that you are receiving many results that are not a good match for what you are looking for. When this happens, take a look at your results and try to come up with words that are associated with the unwanted videos, and have no relevance to your goal.
Image 6 (below) is an example of search results in YouTube for the following query:
USS Tuscaloosa Goodwill Cruise in 1939
Image 6: Identify unwanted videos and words in the YouTube search results
While the results page includes a few good matches, it also includes current videos about quarantines on ships which is a viral topic at the time of this writing. Since these are not applicable to our search plan, we will want to eliminate them, and we will do that in Step 4.
4. Improve Upon Your YouTube Search Results
In a case like the one above (Image 6) where you are receiving several video results not applicable to your research goal, you can try literally subtract the unwanted words that you identified in Step 3 from your search. In most cases, this should remove the videos that contain those words in their title or description.
To do this, use the minus sign (-) search operator in conjunction with the word. Here’s an example of how we can do that with this search:
USS Tuscaloosa Goodwill Cruise in 1939 -quarantine
This search will remove the results that mention quarantine.
You can subtract multiple words from your query if you wish. Each word should have a minus sign touching it, and there should be a space between each subtracted word as in this example:
USS Tuscaloosa Goodwill Cruise in 1939 -quarantine -princess -coronavirus
Googling, whether at YouTube, Google.com or any of the other free Google tools, is an art form, not a black and white science. We need to try variations in order to learn from what works and what doesn’t. To reach our goals, we need to try adding in more of what we want, and removing what we don’t want. In this case I would also try adding to my query that that cruise was in South America, and that the phrase USS Tuscaloosa is mandatory. Here’s what that search query would look like:
“USS Tuscaloosa” Goodwill South American Cruise in 1939 -quarantine
Remember, we’re not going for perfect results, we’re mining all the different “veins” in the YouTube gold mine by running multiple versions of the same basic query. Feel free to experiment with mixing and matching keywords and operators. The results may be worth it!
Learn more about Google Search operators in my video:
GOOGLE GURU TIP:Conduct each variation of your search in a new browser tab. This allows you to compare the results side-by-side while retaining each query, making it easy to return to the queries that are performing the best.
You can also potentially improve upon your YouTube search results by using the Tools button to reveal the secondary filter menu. (Image 7)
Image 7: Click “Filter” to reveal the YouTube search filter options
These filters won’t prove useful in every case, but they do offer some handy options for narrowing the scope of your search.
5. Capitalize on Your Results
When you find a video that meets your research goals, there’s a good chance that the person or company that uploaded and published the video (publishers are called “Creators” by YouTube) may have more videos on that subject. Here’s a quick and easy way to find out.
On the video page, you will see the name of the Creator right below the video in the left corner. (Image 9)
Image 9: More videos found on YouTube
Click the YouTube Creator’s name. This will take you to their YouTube channel. Every Creator who has published a video has a YouTube channel. It’s sort of like their own home page for their videos. There you will be able to see and search any additional videos they have published. Click Videos to see all their videos. (Image 10)
Image 10: More videos on the Creator’s YouTube channel
If the channel has a lot of videos, click Playlists in the channel’s menu to see how they are grouped by topic. You can also search the channel for keywords and phrases by clicking the small magnifying glass icon on the far right end of the menu.
A Bright Future for Family History on YouTube
In Step 3 we analyzed the search results for Carol’s YouTube search. Let’s take another look at those results:
Image 8: Over time new videos are uploaded to YouTube waiting to be found.
It’s interesting to note that in addition to the video that Carol found which was published 4 years ago, another video on this topic was published a year later.
It’s estimated that more than 500 hours of video is being uploaded to YouTube every minute. This is up from the 400 hours per minute announced in 2015 by YouTube CEO Susan Wojcicki.
Among that vast storehouse of film footage I’ve found countless videos that have enhanced my family’s story. And readers just like you email me the gems they unearth. I love receiving these success stories. Thank you to Carol for sharing hers! If you make an exciting discovery using these strategies please share them in the Comments. It will inspire us all to continue our search.
The bottom line is that the potential for finding your family history on YouTube grows dramatically minute by minute, so don’t wait another minute!
Resources
The Genealogist’s Google Toolbox, 3rd Edition (book)
by Lisa Louise Cooke, print book available at the Genealogy Gems store here.
Lisa’s new book is available at STORE in the menu or go to shopgenealogygems.com
The Google Search Methodology for a New Decade (video class)
1 hour video class and downloadable handout, part of Genealogy Gems Premium Membership. Learn more or subscribe here.
Watch the Premium video class Google Search Methodology for Genealogy
About the Author: Lisa Louise Cooke
Lisa is the Producer and Host of the Genealogy Gems Podcast, an online genealogy audio show and app. She is the author of the books The Genealogist’s Google Toolbox, Mobile Genealogy, How to Find Your Family History in Newspapers, and the Google Earth for Genealogy video series, an international keynote speaker, and producer of the Family Tree Magazine Podcast.
How to Find Photos and Images in Old Newspapers with Newspaper Navigator
Elevenses with Lisa Episode 26 Video and Show Notes
Live show air date: September 24, 2020
Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn about genealogy and family history.
Newspaper Navigator is a new free online tool for finding images and photos in old newspapers at Chronicling America. It doesn’t work the way the Library of Congress website works, so in this episode I show you how to navigate the Newspaper Navigator. It’s a fun session that will have you finding new newspaper gems in no time!
About LOC Chronicling America
Chronicling America is sponsored jointly by the National Endowment for the Humanities and the Library of Congress. It features free digitized historic newspapers spanning 1789-1963.
Newspapers Contain Imagery such as:
- Photos
- Drawings
- Maps
- Cartoons
- Advertisements
You may not find the newspaper that you need for your research in the Chronicling America digitized collection. In those cases, turn to the US Newspaper Directory. It catalogs newspapers published 1690-present. Click the US Newspaper Directory button on the Chronicling America website to search. The catalog will tell you where known copies of the paper can be accessed.
Uses of Newspaper Images
Most of the old newspapers featured in Chronicling America include images. And because these old images are in the public domain, they are an ideal complement to family histories.
If you are very fortunate you may find photos or images of your ancestors, their homes, or other things specifically about your family.
Newspaper images are also a wonderful source when you need a photo or image to represent an important idea or item when telling your family’s story, whether in a blog post, article, book, video, PowerPoint presentation or other medium. Example of this would include a photograph of a blacksmith shop in the 1890s in the area where your ancestor worked as a blacksmith, or an advertisement for a Sears home kit just like the one your grandfather built.
Chronicling America’s Newspaper Navigator
The Newspaper Navigator dataset currently consists of 1.5 million pieces of extracted visual content from 16,358,041 historic newspaper pages in Chronicling America.
The visual content was identified using an object detection model trained on annotations of World War 1-era Chronicling America pages, made by staff and volunteers.
This “visual content recognition model” detects the following types of content:
- Photograph
- Illustration
- Map
- Comics/Cartoon
- Editorial Cartoon
- Headline
- Advertisement
It also includes text corresponding to the imagery, identified by Optical Character Recognition (OCR).
Searching the Newspaper Navigator
You can search all images with captions. The results will be returned in a Gallery view featuring up to 100 images per page. This results format makes it very easy to quicky browse the images.
You can also switch to List view which lists the images along with the text retrieved by OCR.
How to Find Images Faster in Old Newspapers
Run a search in Newspaper Navigator of the word baseball and then run the same search in Chronicling America. A comparison of the results highlights the between Chronicling America and Newspaper Navigator when it comes to finding images in old newspapers.
Word Searched: baseball
Results returned:
Newspaper Navigator: 5,427
Chronicling America: 921,534
The search results returned by the Newspaper Navigator are solely focused on photos and images. This means you have a fraction of the number results to review. Another big advantage of Newspaper Navigator over Chronicling America is the size of the image. Newspaper Navigator gives you just the large image to review, while Chronicling America shows you a thumbnail of the entire page with images so small that you must click and load the page to analyze them.
Images appear much smaller at Chronicling America and require you to click through to the page for closer examination.
Start by running a keyword search. (example: Blacksmith). On the results you can filter the results by Location and Years. Because the search currently doesn’t support Boolean operators or other types of search operators, you may need to run a few different versions of the same search to get a complete picture of the potential results. We’ll talk more about search strategies in just a moment.
Once you find an image you want, click to open it. The pop-up box offers these four buttons:
- Download Image – Downloads a high-resolution copy to your hard drive.
- Cite this – Generates a source citation that is automatically copied to your computer clipboard. Then you can simply paste it as needed. You can also cite the dataset by including the image URL, plus a citation to the website such as “from the Library of Congress, Newspaper Navigatordataset: Extracted Visual Content from Chronicling America.” According to the website, all images are in the public domain and free to use. Learn more about Rights and Reproductions at https://chroniclingamerica.loc.gov/about/.
- Learn about this newspaper – Takes you to the Chronicling America catalog listing for the newspaper from which the image comes.
- View Full Issue – Takes you to the complete newspaper issue at the Chronicling America website.
Click the buttons to select the options
My Collection at Newspaper Navigator
You can gather and save collections of the newspaper images you find using Newspaper Navigator. Start by running a search. On the results page click to select the desired images, then click the Save button. This will generate a URL for that collection and copy it to your clipboard. Since Newspaper Navigator doesn’t currently allow you to log in and return to your past searches during different sessions, I suggest pasting the URL into a research log for future reference.
Train My AI Navigators at Newspaper Navigator
A unique feature of the Chronicling America Newspaper Navigator is the ability to “train” the site to search for you. It does this through machine learning.
Elevenses with Lisa Episode 26
How to Train My AI Navigator:
- Run a search
- Click to select desired images
- Click Save to save the collection of images
- Click Train My AI Navigators
- Newspaper Navigator will deliver a new set of images based on your selected images. On that page, select additional images that you want by clicking toward the top (+) of the image.
- Click unwanted images by clicking toward the bottom (-) of the image.
Click to select the images you don’t want the AI Newspaper Navigator to find. - Click Train My AI Navigator again
- Continue adding and subtracting images as needed to further train the system
- Type a name for this training session in the Name My AI Navigator The saved AI Navigator name will appear in the Select an AI Navigator column
- Click Save to generate a URL for this training session and paste into your research log.
- Click + New AI Navigator to create a new training session spring boarding from the first
- Click Clear & Restart to start a new search
Newspaper Navigator Search Strategies
Newspaper Navigator doesn’t, as of this writing, support Boolean Operators or offer an advanced search field. Here are some strategies that can help you have more success in searching the site:
Don’t use search operators, use variations
Even a space between initials can make a difference.
Each variation has the potential to deliver a different result in newspaper images.
Search Locations
Considering how many variations there can be to a name, when searching for ancestors try searching first on the name of their town or location. If there are still quite a few results, you can then filter to only newspapers from their state. I search the town name first because an article may appear in a newspaper from a different state. In the case of my search for McMinnville, I received a small, manageable results list. Had it been large and included both McMinnville, TN and McMinnville, OR, filtering to just Oregon would be helpful.
Test your search theories
Analyze your results and try variations based on what you are learning about what Newspaper Navigator is focusing on.
Search for word strings
In testing my search theories, I learned that Newspaper Navigator did not do well with multiple words that do not appear right next to each other. Therefore, I tried to find word strings that pertained to my family that I could search for such as the name of a business: Consolidation Coal Company.
Search for Photos
Another interesting search you can run is the word Photo. On the results page filter to the state and years that apply to your research.
Use List View to Find on Page
When dealing with a large number of results, List View can help speed up the review process. List View also displays the text generated by OCR. While not perfect, it can be helpful. Use your computer’s Find on Page feature (control + F on a PC, Command + F on Mac) and type in a keyword such as a surname. This will take you instantly to all occurrences of that word in the text on the page. Click the next page and run it again.
Find images quickly by word search in the List View
Learn More About Machine Learning
In the menu click Data Archaeology to learn more about machine learning and the Newspaper Navigator project.
Resources
Premium Video & Handout: Getting the Scoop from Old Newspapers. (Not a Premium member yet? Learn more here.)
Book: How to Find Your Family History in Newspapers
Bonus Download exclusively for Premium Members: Download the show notes handout
Please Support this Free Show
If you’re enjoying the show, you can help others benefit from it too by leaving a comment below. Your comments…
- helps me understand what matters to you.
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Clicking the red subscribe on our Genealogy Gems YouTube and then giving this video a thumbs up below the video
By leaving a comment (what you enjoyed, questions you have or what you’d like to see in the future) below this video after the show’s over or at the bottom of the show notes page if you’re watching on my Genealogy Gems website.
Answers to Your Live Chat Questions
One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.
Bert asks: Are some newspapers only available for a fee on websites such as Ancestry
Lisa’s Answer: Yes, several genealogy websites have exclusive collections of digitized old newspapers. You can usually search or browse the site for free to determine if they have newspapers from the location and time frame that you need before you make a purchase. Here are some of my favorites that I’ve had good success with:
Genealogy Bank
MyHeritage
Ancestry
British Newspaper Archive (a goldmine for anyone with British ancestors!)
We are compensated if you make a purchase after using our links above (at no additional cost to you.) Thank you for supporting this free show by doing so!
Christine asks: (What is the ) newspaper navigator date range?
Lisa’s answer: Here’s a break down of the dates:
Chronicling America covers 1789 – 1963 (digitized newspapers)
Newspaper Navigator covers 1900 – 1963 (photos in digitized newspapers)
U.S. Newspaper Directory at Chronicling America covers 1690 – present (catalog, only some are digitized and those are part of Chronicling America.)
Rachel asks: I have an ancestor that was in the social pages all the time in our local newspaper in the 1800’s. I thought it would make a great book or video, any ideas on how to showcase them the best?
Lisa’s answer: I love both of those ideas and I cover many more in my Premium Membership video Inspiring Ways to Captivate the Non-Genealogists in Your Life. Personally I have found that short photo books and short videos that tell one story are received the best by family members. They both offer opportunities to share and highlight items from newspapers. Learn more about quickly and easily making family history videos by watching Elevenses with Lisa episode 16. And I strongly encourage Premium Members to watch these two videos:
Video Magic: Creating Brilliant Videos Quickly & Easily with Lisa Louise Cooke (creating videos)
Share Your Own Life Stories More Meaningfully with Sunny Morton. (writing books)
lagomcurt asks: Are local small-town papers included in the collection?
Lisa’s answer: Yes.
June asks: When you download it ask what to save as. What is your suggestion?
Lisa’s answer: I think you’ll find that JPEG is currently the only option in the Save as Type drop-down menu.
Sharon asks: Does Chronicling America have foreign language newspapers in America?
Lisa’s answer: Absolutely! Searching in the language will help retrieve items.
Ohio Waisenfreund newspaper at Chronicling America
Pat asks: Does it have Irish American newspapers?
Lisa’s answer: Chronicling America does have Irish American newspapers. If they were published between 1900-1963 then they will be searchable by Newspaper Navigator. I would also recommend searching all newspapers (online and offline) by clicking the U.S. Newspaper Director button at Chronicling America. Then search by ethnicity (Irish) and Material Type (online.) You will find that some are linked to other websites where they can be found online. If you see an image of a newspaper on the catalog page, then you know it is available on Chronicling America in a digital format.
Search for Irish newspapers online at US Newspaper Directory
Mark asks: Can the wash out pictures be enhance with the new MyHeritage Photo with the sharping feature and colorization to make it a better final experience with images?
Lisa’s answer: Yes indeed. Because the original quality will be poor and with low dots per inch (dpi) it likely won’t improve the way an original photo would. However enhancing and coloring just takes a few seconds and definitely improves the image. Even better, it often makes the print much more readable. I use it on documents too. Click here to try MyHeritage.
Newspaper photo enhanced and colorized with MyHeritage
Kathy asks: If you do a search in English, will it find the search term(s) in newspapers that were written in German?
Lisa’s answer: No. You will need to search in German to pick up on any German text. However, if the image itself is similar, My AI Navigator should pick it up.
Lucinda asks: Who is in your necklace and the photo behind you, Lisa?
Lisa’s Answer: It’s my maternal grandmother’s high school graduation photo.
Please Leave a Comment or Question Below
I really want to hear from you. Did you enjoy this episode? Do you have a question? Please leave it below. You can also call and leave a voice mail at (925) 272-4021 and I just may answer it on the show!
Episode 71 – Genealogy Organization and Work Flow that WORKS!
When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
Watch episode 71
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.
Watch Live: Thursday, September 16, 2021 at 11:00 am CT
(calculate your time zone)
Three ways to watch:
1. Video Player (Live) – Watch live at the appointed time in the video player above.
2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat.
3. Video Player above (Replay) – Available immediately after the live premiere and chat.
Episode 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
- Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisa episode 7. - Conclusions added to Master Genealogy Database (Software on your computer)
- Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
- Archival Paper Storage (your binders.) See episode 6 (Paper Archiving)
- Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)
Incoming Genealogy Sources
Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:
- Items I’m exploring for the potential application to my current research project
- Items pending analysis
- Unproven items
- Items playing a role in a bigger research question that I want all together for now.
- Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
- Capture and hold items
- search and retrieve more effectively than on my computer thanks to OCR (subscription)
- work my genealogy research plan
- easily collaborate with another researcher by sharing a single link
- Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
- Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
- Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
- Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
- Example: Items pertains to my family but not part of my current research project.
- Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
- Items to I want to keep that have been processed.
- Digital scans of visual items. Examples: Family Photos, old postcards
- Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
How to save a document image to your hard drive from Evernote.
You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!
How Do I Find It Later?
My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).
“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke
When I want to refer back to one of those sources I would look in one of three places:
- My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
- Evernote (particularly if the source is part of my current research plan.)
- The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
Final Thoughts
Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.
Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)
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Top 10 Genealogy Gems Blog Posts: Share and Enter to Win!
We are celebrating our 1000th Genealogy Gems blog post with a list of our Top 10 Posts. Share this post on Facebook and you could win an inspiring family history writing video!
I can hardly believe it. This month, the Genealogy Gems website will reach a milestone 1000 blog posts! Thank YOU for your emails, phone calls and comments at conferences. I often share your success stories and use your feedback to bring you more great content.
Below is a list of our most-read posts so far. Did you miss any? Keep reading to learn how to win a a great family history writing prize by sharing this post on Facebook!
Our Top 10 Blog Posts
1. Ancestry Up for Sale? By far the most-read post in 2015! We weren’t just talking about the sale rumor, but sharing advice on saving your Ancestry trees, sources and DNA, which everyone should do.
2. Best Genealogy Software: Which You Should Choose and Why. This is my spiel on why you should keep your master family tree on software at home–not on your favorite genealogy website. It includes my top picks for family tree software, including free options.
3. Four Fabulous Ways to Use the Library of Congress for Genealogy. A lot of you are interested in the Library of Congress’ online resources for digitized photos, newspapers and how-tos for archiving your family history. Read all about it!
4. Free Google Earth for Genealogy Class. The conference lectures I give on Google Earth for genealogy are so popular that I created a free video that everyone can watch from home. Click on the post, and you can watch the video, too.
5. AncestryDNA Review and Breaking News: Updates Launched. Our own DNA correspondent Diahan Southard penned this popular post on AncestryDNA’s ground-breaking integration of our genetics data and our genealogy trees.
6. Seven Free Google Searches Every Genealogist Should Use. Are you getting the most out of free Google search technologies? Scan this list and see what’s missing from your search strategies!
7. NEW! Try This Now! U.S. Social Security Applications and Claims Index. For U.S. researchers, this was the blockbuster database of summer 2015. Millions of parents’ names, birthplaces and more now beef up this go-to Social Security database–its’ far better than its sparse predecessor, the SSDI.
8. Confused by Your AncestryDNA Matches? Read This Post. Another hit from DNA expert Diahan Southard! A great explanation of how to use your New Ancestor Discoveries on AncestryDNA.
9. How are We Related? Use a Cousin Calculator. It’s a simple, easy online tool, shared in response to a listener’s question.
10. New AncestryDNA Common Matches Tool: Love it! Diahan reports on a fabulous online tool that pulls out shared genetic matches between two people at AncestryDNA.
Will you please share this post on your Facebook timeline to help me spread the word about the “gems” you can find on the Genealogy Gems blog?
Here’s a little extra incentive: Use the hashtag #genealogygems and SHARE THIS POST ON YOUR FACEBOOK PAGE BY FRIDAY (November 20, 2015), and you’ll be entered in a contest to win the Pain Free Family History Writing Project video course download. It’s presented by Gems Contributing Editor Sunny Morton and donated by our friends at Family Tree University. Of course you’re welcome to add any comments on your “shared” post, like which Genealogy Gems blog post has most inspired you or helped your research. That feedback helps us bring you more posts you’ll love.
Ready, set, SHARE! And thank YOU for helping me celebrate our 1000th blog post here at Genealogy Gems.