The Periodical Source Index known as PERSI is a subject index of an amazing array of genealogy and local history articles published by subject experts in newsletters and periodicals from all over the world. Discover bible records, source materials, ancestor charts, transcriptions of original records, and much more.
Search PERSI and you just may find out that you don’t have a genealogical brick wall after all. We’ll show you how! My guest, Allison Singelton, Acting Genealogy Services Manager at the Genealogy Center at the Allen County Public Library in Fort Wayne, IN will guide you through:
where to find PERSI,
the best way to search PERSI,
and how to obtain copies of PERSI articles.
Video and show notes below:
Watch the Video:
How to Use PERSI like a PRO!
My guest: Allison Singleton, Acting Genealogy Services Manager at the Genealogy Center at the Allen County Public Library in Fort Wayne, Indiana.
What is the Periodical Subject Index known as PERSI?
(00:59) Allison: PERSI, the periodical source index is an index that we create in-house. It indexes periodicals (of genealogical value) from all over the world. These are periodicals such as newsletters, quarterlies, they could be anything from genealogical society publications, special interest group publications, surname or family society publications, or ethnic society publications. So, it’s a little bit of everything.
We are indexing the titles of those articles. It’s a subject index, and it’s full of amazing pieces of information that a lot of people don’t have access to from home otherwise. We’re able to take that information published by people in the locations where these publications are from, people with specific knowledge, that dive into a topic really deep. They’re the experts, the subject experts, and you’re able to get the information from the people who know the most, which is invaluable as researchers.
I absolutely love going through these different records. You may find Bible records, some source materials, ancestor charts, perhaps it’ll be a transcription of original records. You know, in fact, somebody actually found a transcription of records that later burned in a fire. So, that was a very exciting day, there were tears, it was awesome! So, you never know what you can find. Now, I don’t guarantee that everybody’s going to find a gem like that, but there is hope. There’s hope to break through some brick walls, maybe get some research techniques, or at least learn about some different people who are doing research on the same topics as you.
How Old are the Periodicals in PERSI?
(03:09) Lisa: Allison, a lot of these periodicals could be quite old, couldn’t they? I mean, I think about genealogy society newsletters. Those have been around well before we ever got online and started sharing information on the internet. So those included as well?
Allison: 100%. We have periodicals that go back to the 1800s. It’s pretty amazing to go through some of the results. I really enjoy being able to show someone that somebody’s already written something on their family history generations back.
How to Search PERSI
(03:51) Lisa: So, this is an index of a huge collection of genealogical articles published in a variety of Periodicals. You said it was a name index search. We’ve been talking a lot about indexing these days with the 1950 census. People are very aware that they’re going through and grabbing pieces of information out of the census and indexing them. This is sounds like it’s the same with these articles. So, we may not always necessarily search on the name of an ancestor, but rather a topic or a place, would that be fair to say?
Allison: It’s a mix. When articles are written, it’s the title of that article that is typically indexed. The exception is if somebody names an article, something like, Bones, and you don’t know exactly what that is. The indexers will put in that it’s about cemetery records. But it’s basically just going to go by the titles of those articles.
Not all of us have articles written specifically about our ancestors. I recommend doing not just a surname search, but also a location search, and topic search. There’s a lot of different types of searches you can do. We can dive a little bit deeper into that later, and folks are welcome to contact us for assistance. We would love to talk to anyone who wants to dive into PERSI a little bit deeper.
Lisa: The Genealogy Center is a specialty section of the Allen County Public Library in Fort Wayne, Indiana. You guys have an extensive genealogy website we’ve talked about here at Genealogy Gems.Tell us about specifically what we’re going to find at the Genealogy Center website. How do we access PERSI and do these searches that you’re talking about?
Where is the PERSI Webpage?
(05:38) Allison: If you go to our website at GenealogyCenter.org, there is a green button on the left-hand side called Our Resources. Once you click on that, there are two options: Free Databases and On-Site Databases. Free Databases are the ones that you can access from anywhere in the world at any time of the day. Click on that link, then scroll down the menu and click on Periodical Source Index (PERSI).
Best Way to Begin Your PERSI Search
(06:09) Lisa: On the PERSI search page we see a lot of different options. Where do you typically start? Does it depend on what your genealogy question and plan is? Or do you have one favorite kind of starting place for your searches?
Allison: It depends on what my research question is. Typically, I do you like to do a Surname search first, just to see if I’m lucky enough to find an article for the surname I’m looking for. You never know what can pop up.
PERSI Search Strategy: Use Synonyms
(06:47) Once I’ve finished with that, I then go to the Location and start diving a little bit deeper. I’m usually looking for an event, so I want to search for all the different search terms that I can think of that surround that specific event. For example, if I’m looking for a Death Event, I’m going to look up the words death,died, burial, funeral, probate, wills cemetery, anything that has to do with a surrounding a death event. Don’t just search one word. Articles can come up under anything the author thought of to call it and some of them get pretty clever, which is interesting, but unhelpful.
How to Get a Copy of a PERSI Article
(07:41) Lisa: Well, you’ve really whetted our appetite for these really one-of-a-kind kinds of articles that are over at PERSI. How do we get access to the article once we found it in the index?
Allison: That is the beautiful part, you have multiple options.
Contact the Publisher
The first option would be to contact the publisher. I recommend going to the source when you want something. And many times, if you contact a publisher, especially if it’s a smaller periodical, or even a local one, you might be able to just find it online. Perhaps they’ve been digitizing their own periodical. Or perhaps someone would give you a copy. Sometimes there’s a nominal fee.
Search the title in WorldCat
Another option is to search the periodical title in WorldCat. If you’re unfamiliar with it, it’s an excellent research tool for genealogists. It’s a worldwide library card catalog. You can find where a local copy of a periodical would be, and maybe get an interlibrary loan or go to your local library where they have it.
Order from the Genealogy Center
Last, but not least, you can order it from us. There is a nominal fee, and you do get to fill out a form. We will fill your request as quickly as we can but give us about four to six weeks.
Digging Deeper with PERSI Search Strategies
(09:00) Lisa: You’ve given us a fantastic overview. Let’s dig a bit more into PERSI at the Genealogy Center website.
Allison: As I mentioned, the first thing that I typically do is start with a surname search. Something that I think is really interesting is when you have a name, which is a common word. So, one of the examples I like to give, it’s actually a surname that one of my colleague’s searches, Church. When you search church in things like newspapers, you get every church known to man building-wise or denomination, not surnames. The beautiful part of this database is it actually brings up the surnames.
Lisa: Fantastic! We don’t have to slog our way through all those other common words. It knows we’re looking for a surname.
Allison: Exactly! And then once you’re in here, you can search within the results. But if you do the search at the top of the page under the results, it will come up with anything that’s in the title of the article, the periodical, or the publisher. So, if you put in a location, such as Ohio, saying you only want results for Ohio, it’s also going to bring up Ohio if it appears in the name of the publisher. So perhaps it is something you’re looking for, or perhaps not.
Lisa: You mentioned that not everything is indexed in these articles. It’s really like you picked the top pieces of information that we would need in order to search the title, the year, and the publisher, so we’re not going to be doing a lot of just keyword searching.
Allison: Correct. You’re going to be looking for information in the article title. You’re looking for the events that your ancestor was involved in, or occupations, or you’re looking for anything that could have impacted your ancestors’ lives. The wonderful thing about periodicals is a lot of times they can add more of that story to your family tree.
Where are the PERSI articles held?
Lisa: I see an article mentioning Abigail Church Witchcraft Case. It came out of a periodical published in 1924. Is this something you would have on your shelf at the Genealogy Center?
Allison: Yes. The result includes our call number, which tells you exactly where to find it in our library.
A Fourth Option for Obtaining PERSI Articles
(12:44) Lisa: I don’t see anything clickable in the search result. Tell folks again how we get them the article this is referring to.
Allison: We offer the three options I mentioned before: contacting the publisher, searching WorldCat, or ordering from our library. There’s always the fourth option of looking to see if it’s been digitized online. Since the Abigail Church article was published in 1924, there is a good possibility that it might be online somewhere. You can Google search the title of the article and that might bring it up. But the first thing I would do is contact the publisher, Ohio History Connection, and see if they have the periodical available either online or could send you a copy. The next thing I would do is take the title of the periodical copy it and put it into WorldCat to see if it’s available in a location near you. You can simply enter your little zip code at WorldCat, and it will list the holding libraries in the order they are closest to you.
Lisa: That’s just such a great tool.
Allison: It really is! Now if you wanted to order it from us, which you definitely can, there is a link on the results page to order articles. It’s going to bring you to a PDF form, and you get to fill this out and then send it to us via email. It does say that there’s a charge, it doesn’t necessarily need to be prepaid. If you want to prepay it, you’re welcome to. Our address isn’t on this specific form, but you can find our address on our website pretty easily. The most important thing is to fill out the form with the information and know that there is a $7.50 charge for the form. You will be billed an additional 20 cents per copy page. It does take quite some time to pull the articles and then make the copies. Everything is done by hand. It’s not digitized.
Lisa: And will we receive a digital copy, like a PDF? Or do you actually mail us the paper copy?
Allison: It depends on what you would like. I would recommend noting that you would like it via email or a paper copy.
Lisa: And also, I noticed on that form, there’s a spot for several articles. So, since we were going to pay the $7.50, we might want to take a second to see if there are any other articles we want. The form allows us to order several for that one price, right?
Allison: Yes, it’s $7.50 for this entire form which includes up to six articles. The requests are filled in the order that they’re received. We work hard to ensure your order is accurate, and you’re getting the information that you are seeking. In fact, we look to see if there are additional pages that are not included in the article title that are applicable to what you request. So, we are definitely trying to make sure that every customer gets the information that they are seeking.
Lisa: And at the library, you have the advantage of looking at the original, the paper copy, not just in a database, so you can do that little extra search.
I really liked your idea of the Google search. I actually did that with one of the articles I found in PERSI, and discovered that the item was fully digitized over at the Internet Archive. I was able just to go ahead and see it in the moment, which was really neat.
Google Searching for PERSI Articles
Allison: Yes, and I highly recommend that. All you have to do is highlight the article title and copy it. Next, paste that title into Google and see what comes up. If you don’t get a result right away, you can try putting quotations around the title to search it exactly. It’s always worth it to do a search and see if you can find it online for free.
More Strategic Searches at PERSI
(18:03) Lisa: You’ve been at the genealogy center quite some time, and you’ve seen so many of these periodicals. Help the genealogists really fully grasp what the potential is here. How we should be thinking about searching. I’m guessing we’re not always going to be really hyper-focused on our individual ancestor, but we’re going to think about them in the context of their life and see if there’s an article that touches on that. Tell us a little bit about how to strategize.
Allison: Sure, there’s a couple of ways to do it. I prefer to go into the location database and look specifically where they lived. We usually know where our ancestors were, even if it’s just the state. I would search the county and state when possible. Next you’ll get categories that you can look through. You can then see which ones larger and which ones are smaller. In my search History is the category with the largest number of results. Look for things that really stand out. Perhaps I’m looking for World War II information. I would want to click on that topic and then kind of go down and see if it looks like there is a periodical that was published in Fort Wayne.
Lisa: I imagine that when you do find something, let’s say we find an article that really just hits the mark, it tells us the periodical it was published in which might be an opportunity for finding even more in that same periodical. You can just search by publisher?
Allison: Yes, you can search by a publisher, you can search by the year, and you can search for the periodical. So, let’s say we found a ton of what we need from The Beacon. We can just search that publication. There are 323 entries from the Beacon from that total of 370 that we started with.
Lisa: I notice that as you type the results automatically updated.
Allison: Yes, it automatically updates. So, if I want to search for articles on medical topics I just start typing medical in the title. I get four different results. Well, medical is a good keyword, but I might also want to search on Red Cross. You need to be kind of creative with your searching.
Lisa: And I see that it again updates as you type. So, you’re actually kind of testing out med,medic, medical as keywords as you’re typing.
Allison: Yes, I don’t even have to finish the word and I start getting results. Just start playing around with the different terms that you can think of surrounding your ancestors’ lives.
Demystifying the Periodical Subject Index (PERSI)
(24:05) Lisa: I think about how many people have at some point heard about PERSI but then got a little intimidated. They weren’t quite sure how it was going to help, and then when the get to the website they weren’t quite sure how they were going to find what they wanted. Give us your final elevator pitch on why they should invest the time and try the PERSI search engine.
Allison: PERSI is constantly updated. We have around 3 million subject entries and that number is going up. We are constantly adding more information. It’s a database that you’re going to want to search periodically from time to time to see what pieces of information might be there for your ancestors.
We’ve already built the framework for our family trees with the names and dates and places. We want to add more to that. We want to add more of the meat to our family by adding new stories. Our ancestors lived amazing lives, and hopefully searching PERSI can help you find some of those stories. And you know, if you’re looking for ancestors who are proving to be elusive, occasionally you can find information in PERSI that has been previously thought lost.
Lisa: That is such a great point. It’s really not a brick wall, until you’ve made your way to the Allen County Public Library website and the Genealogy Center to check PERSI.
VIDEO & SHOW NOTES: In this video, my guest presenter Gena Philibert-Ortega covers 4 of the biggest genealogy websites that are must-have for family history research. This is a great chance for you to discover some new online tools as well as refresh your memory about terrific sites that may have fallen off your radar. This video is part of a 5 part series totaling 25 essential websites for genealogy.
Websites 1 through 4 of Gena’s 25 Websites for Genealogy
I’m Gina Philibert Ortega, and welcome to 25 Websites for Genealogy, What I’d like to do is talk to you about websites that are must-haves for your genealogical research.
Some of these websites will be new to you, and others are going to be very familiar to you. In talking about the familiar websites, I want to get you thinking about them differently, explain a little bit more about what you can do at these websites, and how to get the most out of them.
In this series of 25 Websites for Genealogy, we’re going to be looking at websites in different categories. Our first category is the big genealogy websites (#1 through 4). So let’s go ahead and get started!
The number one website for me is always Family Search. Why is it number one? Well, first of all, Family Search is free. And it’s always nice to find free stuff, right? We want to exhaust what’s free, and what’s available, before we spend money or travel or do anything like that. So for me, the first place you should always go is Family Search.
as of the time of this video, Ancestry had 33,000 databases that can help you in your genealogy research! Remember to move beyond the search engine and dig into that Card Catalogue to find all the available gems.
Learn more about using Ancestry effectively with our videos:
Even though Findmypast is based in England and is heavily focused on British research, you don’t have to have British ancestors to find it useful. It has records from the United States and other countries as well. If you haven’t been using Findmypast, I suggest you go on the website and sign up for a free account. This will allow you to see what they have. You can also go to a FamilySearch center near you and possibly use it for free as many of these genealogy websites have library editions.
You may remember that find Findmypast has PERSI, the periodical source index. Although no longer have PERSI, you can find it at the Allen County Public Library’s Genealogy Center website. Check out our videos below to learn more about using PERSI at the Genealogy Center, and a terrific photo collection at Findmypast.
Learn more about using Findmypast effectively with our videos:
Like Ancestry and Findmypast, MyHeritage also provides a platform for building your family tree, and has a card catalog called the Collection Catalog featuring over 7000 collections. You can even order a DNA test or upload results from other companies. Use the filters to filter collection, and then by location.
Learn more with our video about 10 of the best features at MyHeritage:
Chicago Catholic parish records top this week’s list of new and updated U.S. genealogy records online. Also: Japanese internment camp testimonies; AK and NC WWI digital archives; CO, GA and NC school records; GA and MT newspapers; ID, NY and OR photo archives; IL...
Please take our quick podcast survey which will take less than 1 minute. Thank you!
In this episode:
Exploring what you can do to go deeper in your genealogy research for a more accurate family tree with Elissa Scalise Powell
Irish genealogy podcaster Lorna Moloney, a professional genealogist with Merriman Research, discusses Irish genealogy.
Mailbox
Marcia Finds Treasure on eBay
“I recently remembered your idea of searching for family related things on eBay.
My grandfather and his brother both worked as agents for the Wrought Iron Range Co. of St. Louis. They sold excellent quality wrought iron stoves and my great uncle did very well there as a supervisor.
I did a search for the Wrought Iron Range Co on eBay and immediately pulled up a history of the company, an advertisement for the range and a metal they gave away. I bought them all!
However, the best goodie which I am still bidding on is a “salesman’s sample Wrought Iron Range stove about 12 inches tall and 14 inches long in color and with all working parts.
(Photo: The stove Lisa inherited from her grandmother.)
I may not win the bid, but I am thrilled with what I found.
This will bring my grandfather’s occupation to life for my great nephews!!!!”
“I came across a new site that you might like to inform your listeners about. It is very new and just getting started, so I know they would appreciate a mention.
The name of this new site is “German Letters in Letters” [germanletters.org]. What they are doing is trying to collect letters written between German immigrants to the US and their relatives back home in Germany.
You can very easily submit scanned copies of any letters you have and the really neat thing is that they will post them at their site. Once they post them, they are asking for translations by any volunteers. So, this is an excellent way to have any letters in your possession to be translated….. for FREE!
I was given about 30 letters written to my GG grandfather, Johann Bernard Husam, who immigrated to Adams Co., Illinois about 1855.
They are from his siblings, nieces, and a nephew back in Germany. They range from 1866 to the early 1900s.
I scanned them and they are now on this site. I was given these letters by great granddaughter-in-law [my aunt] who spoke German as she had grown up in the Sudetenland area of Czechoslovakia. She had escaped Czechoslovakia at the end of WWII before the Russians invaded. She, thankfully, had translated all of the letters.”
Resource:
Learn more about German research from these articles at Genealogy Gems.
What Ann Likes About the Podcast
Hi, Lisa, I’d love to say that your podcast has helped me with a genealogy brick wall but at this point I’m only a “drop-in genealogist,” figuring that I’m the only one in the family interested at this time (working on one grandson though, because I think he’d be a real asset) in finding and preserving family stories.
I do research in fits and starts. But, I do love your podcasts. I’m catching up on back episodes now and recently listened to one that started with you describing a granddaughter’s first Christmas coming up.
It reminded me of one of the best things about your podcasts – it’s like you’re sitting in my living room with me, having a cup of tea, discussing your stories and tips and tricks to help with mine.
Thank you so much for all the information, and for your casual, personal, yet professional style!”
Kristine is No Longer a “Cooke-Cutter” Researcher
“I just retired and guess what is first on my list of things I WANT to do? 🙂 I jumped in with both feet listening to your Premium podcasts and realized a few times that I am the ‘cookie-cutter’ researcher. But, no more. You are the Captain of my ship now. Thank you!
After binging on your podcasts the last two weeks, the first bit of advice I took was changing the way I searched on Newspapers.com. My family’s everyday life’s treasures were buried in the pages of the local news! You made me take a second look after I dismissed the possibility of ever reading about them.
Thank you so much for your dedicated work on behalf of all the genealogists. My Premium subscription will NEVER run out. When a family member says “I don’t know what to get you” I’m prepared to solve that dilemma!
GEM: Overcoming Shallow Research with Elissa Scalise Powell
About today’s guest:
Elissa Scalise Powell, CG, CGL, is co-director of the Genealogical Research Institute of Pittsburgh (GRIP); past-president of the Board for Certification of Genealogists, and 2017 She won the Association of Professional Genealogists Professional Achievement Award. She is a Certified Genealogist®, and Certified Genealogical LecturerSM. You can reach Elissa at Elissa@PowellGenealogy.com. (Thank you to Elissa for contributing notes for this episode.)
The Genealogical Proof Standard (GPS)
The Genealogical Proof Standard was created to help genealogists gain confidence in their research conclusions by providing criteria that can be followed. A genealogical conclusion is considered proved when it meets all five GPS components.
The 5 Components of the GPS
Reasonably exhaustive research – This type of research emphasizes original records that provide the information for all evidence that might answer a genealogist’s question about an identity, relationship, event, or situation
Complete, accurate citations to the source or sources of each information item contributing—directly, indirectly, or negatively—to answers about that identity, relationship, event, or situation
Tests—through processes of analysis and correlation—of all sources, information items, and evidence contributing to an answer to a genealogical question or problem
Resolution of conflicts among evidence items pertaining to the proposed answer
A soundly reasoned, coherently written conclusion based on the strongest available evidence
Resource
The book Genealogy Standardsby the Board for Certification of Genealogists provides a standard by which all genealogists can pattern their work.
About Sources
Some sources are considered “Low-hanging fruit.” They can be described as:
straightforward research
easily accessible
record type is easily understood
document states the fact desired
Many times, genealogists will need to stretch and reach for harder to find sources. These types of sources are:
not straightforward
possibly unknown to you at this time
not easily accessible
time-consuming to explore
take study to understand it
not self-explanatory
Elise’s Examples of the Pitfalls of Shallow Research
Believing that family stories have been accurately passed down in all details.
Believing that official documents are always correct.
Believing that published records, especially transcriptions or abstracts, are faithful representations of the original.
Premature conclusions can come back to haunt us.
Disregarding ill-fitting evidence can create brick walls.
Careless citation practices do not give us the tools we need for analysis.
Researching and understanding historical context is crucial to solving problems.
Barriers requiring expertise beyond our own should not hamper the research process.
Assuming there is only one record and suspending research when the first one is found.
Assuming that details are unimportant, or not noticing them at all.
Elissa also points out that when we do shallow research, we can actually do more harm than good. Shallow genealogical research:
Doesn’t allow our ancestors to reveal themselves or their reasons for actions
Puts them in the wrong time and place
Can create wrong kinship ties
Misleads future researchers
Causes brick walls
Wastes our time
Does a disservice to our current family and descendants
GEM: Irish Genealogy with Lorna Moloney of Merriman Research
While speaking at THE Genealogy Show conference in Birmingham England in June of this year I got a chance to sat down for the first time with Lorna Moloney host of The Genealogy Radio show which is produced at Raidio Corcabaiscinn. It airs live on Thursday at 4p.m. and is podcast (click here for episodes). Lorna runs Merriman Research which is dedicated to bringing educational solutions and resources to a wide audience.
In this post I’m going to answer common questions about the best strategy for creating and maintaining your family tree data.
Should I build my family tree online?
This is a question I get in various forms quite often from Genealogy Gems Podcast listeners. But there’s really more to this question than meets the eye. Today’s family historian needs a master game plan for how they will not only build their family tree, but where they will build it, and where they will share it.
On the podcast I describe it this way:
Plant your tree in your own backyard and share branches online.
I’m going to explain what I mean by this by starting at the beginning.
When You Start Your Family Tree
If you’re new to researching your family’s history, you probably started out with one of the big genealogy websites, such as Ancestry, MyHeritage, Findmypast, or FamilySearch. I refer to them as the Genealogy Giants because they have millions of genealogical records, and they offer you the tools to build your family tree on their website. (Learn more about what each of the Genealogy Giants websites have to offer here in this handy comparison guide.)
These sites make it easy to start entering information about yourself, your parents, and your grandparents either on their website or through their mobile app. But should you do that?
My answer is, “not so fast!” Let’s think through the long-term game plan for this important information that is your family’s legacy.
Family is Forever
Genealogy is a hobby that lasts a lifetime. It’s nearly impossible to run out of ancestors or stories to explore.
But have you noticed that websites don’t last forever? And even if they do, their services and tools will undoubtedly change over time.
And there are many, many genealogy websites out there. A large number of them will encourage you or even require you to start creating an online family tree on their site in order to get the most value from the tools that they offer for your research.
As you work with these different genealogy websites, you may start to feel like your tree is getting scattered across the web. It’s easy to find yourself with different versions of your tree, unsure of which one is the most accurate and complete version.
It’s this inevitable situation that leads to my conclusion that you build and protect a master version of your family tree. I’m not suggesting that you can’t or shouldn’t use an online tree. In fact, regardless of whether you do, you need a “Master Family Tree.”
Plant Your “Master Family Tree” in Your Own Backyard
What do I mean when I say that you should plant your “master family tree” in your own backyard? I’m talking about using a genealogy database software program that resides on your own computer. Let’s explore that further.
A master family tree has three important characteristics:
It is owned and controlled by you.
It is the final say on what you currently know about your family tree.
It is protected with online backup to ensure it is safe.
Your Master Family Tree
1. Your master family tree is owned and controlled by you.
If you create an online family tree on a genealogy website (or in the case of FamilySearch’s global online tree, you add your information to it) you have given final control of that information to the company who owns the website.
In order to own and control your tree, you will need a genealogy database software program installed on your own computer. I use RootsMagic(and I’m proud to have them as a sponsor of the Genealogy Gems Podcast) but there are other programs as well.
A genealogy database software program is installed on your computer. The program and the data you enter into it belongs to you and is under your personal control.
Genealogy databases allow you to not only easily enter data, but also to export it. If you wish to use a different program later, or add your existing data to an online tree, you can export your family tree data as a universally accepted GEDCOM file. (Learn more about GEDCOM files in this article.)
2. It is the final say on what you currently know about your family tree.
As you research your family tree, you will come to important conclusions, such as an ancestor’s birthdate or the village in which they were born. It can take a while to prove your findings are accurate, but once you do, you need one location in which to keep those findings. And most importantly, you must be able to cite the sources for that information. That one location for all this activity is your genealogy database.
However, the nature of genealogy research is that it can take some digging to prove the information is correct. During the process of that research you may find information that you aren’t sure about, and it can be helpful to attach it to the online tree that you have at the same website where you found the information. That gives you a way to hang on to it and keep researching. You can always remove it later. We’ll talk more about strategies for using online family trees a little bit later.
Once you are convinced that the information is correct, then its final resting place is your Master Family Tree. You enter the information and add source citations. This way, whenever you need an accurate view of where you are in your completed family tree research, you can turn to one location: your genealogy database software and the Master Family Tree it contains.
3. It’s protected with online backup to ensure it is safe.
Your family tree isn’t safe unless the database file is backed up to the cloud.
Who among us hasn’t had a computer malfunction or die?
It isn’t good enough to simply back up your computer files to an external hard drive, because that external hard drive is still in your house. If your house is damaged or burglarized, chances are both will be affected.
Another problem with backing up to an external hard drive is that they can malfunction and break. And of course, there is the problem of remembering to back it up on a regular basis.
Cloud backup solves all these problems by backing up your files automatically and storing them safely in an offsite location.
Cloud backup is actually very simple to install and requires no work on your part once it’s up and running. (We’ve got an article here that will walk you through the process.)
There are many cloud backup services available. I use Backblaze (which you can learn more about here). As a genealogist I have a checklist of features that are important to me, and Backblaze checked all the boxes.
Regardless of which service you choose the important thing is to not wait another day to set it up. This protection is a critical part of your Master Family Tree plan.
Using Online Family Trees
Now that you have your own database on your own computer that is backed up to the cloud for protection, let’s talk about strategic ways that you can use online family trees.
First, it’s important to realize that you don’t have to create a tree on a genealogy website just because they prompt you to do so. While there are benefits for you to doing so, the company who owns that website actually benefits tremendously as well.
In today’s world, data is very valuable. I encourage you to read the terms of service and other fine print (I know, it’s boring!) because it will explain the ownership and potential use of that data.
While it’s not the focus of this article, it’s important to understand that other industries are interested in family history data, and data may be shared or sold (with or without identifying information, depending on the terms).
But as I say, there are benefits to using online family trees. These benefits include:
Hints – Online family trees generate research hints on the Genealogy Giants websites and some of the other websites that offer trees.
Cousin Connection – Online family trees offer you an opportunity to possibly connect with other relatives who find your tree.
DNA – Online family trees can now dovetail with your DNA test results (if you took a test with the company where your tree resides). This can offer you additional research avenues.
These benefits can be helpful indeed. However, problems can arise too. They include:
Copying – When you tree is public other users of the website can copy and redistribute your information including family photos.
Errors – If you discover an error in your tree, you may fix it, but chances are it has already been widely copied and distributed by other users.
Email – If you have your entire tree online and your email notifications are active, you may receive an onslaught of hints for people in your tree. Often these are very distant cousins that you are not actively researching. And let’s face it, the emails can be annoying and distract your focus from your targeted research. For example, as of this writing at Ancestry.com you can’t select which ancestors you want to receive email hint notifications for. You can only select hints for the entire tree.
So, let’s review my strategy:
Plant your tree in your own backyard and share branches online.
Now that you’ve planted your tree in your own backed up software, let’s explore the ways in which you can share branches online.
Targeted Online Family Trees
Many people don’t realize that you don’t have to add your entire tree to a website. You can just add parts of your tree.
For example, I may just put my direct ancestors in my tree (grandparents, great-grandparents, and so forth). This can still be a fairly larger number of people. I may want to include their siblings because they grew up in the same household. But I can leave out the far-reaching branches and relatives that really don’t have a direct impact on that line of research.
You can also have multiple trees that focus on specific areas of your research that are important to you.
Exploratory Online Family Trees
Some genealogists also create trees that represent a working theory that they have. This type of tree can help expose where the problems or inaccuracies lie. As you research the theory and as hints arise it can become very clear that a relationship does not exist after all.
An exploratory tree is an excellent reminder that we can’t and shouldn’t make assumptions about someone’s intent or purpose with their online tree. I’ve heard from many people who are angry about inaccuracies they find in other people’s trees. But we can’t know their purpose, and therefore, it really isn’t our place to judge.
However, it is a fair argument that a good practice would be to clearly mark these exploratory trees accordingly to deter other users from blindly copying and replicating the inaccurate information. An easy way to do this is in the title or name of the tree. For example, a tree could be titled “Jonas Smith Tree UNPROVEN”.
Creating multiple, limited trees can be an effective strategy for conducting targeted online research that only generates hints and connections for those ancestors that you are interested in at the current time.
And remember, you can remove any of your trees at any time. For example, you can delete an exploratory tree that has served its purpose and helped you prove or disprove a relationship.
Plan Now for Success
A family tree can seem like a simple thing, but as you can see there’s more to it than meets the eye. A bit of planning now can ensure that your family tree stays healthy and growing.
Disclosure: This article 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 Genealogy Gems!
(Photo: The stove Lisa inherited from her grandmother.)
