Genealogy Gems Podcast Episode 242 – Genealogy Research Questions

Podcast host: Lisa Louise Cooke

June 2020

In this episode we discuss how great genealogy questions and research plans can help you accomplish your family history goals. Then I’ve got ideas you can start using right away to manage distractions effectively. 

Download the episode mp3

Watch Elevenses with Lisa live on the Genealogy Gems YouTube channel on Thursdays at 11:00 AM Central. After the live show you can watch the video replay at your convenience. You’ll find the show notes for Elevenses with Lisa here on the Genealogy Gems website.

Research Plans and BSOs

On March 26, 2020 I started producing a new weekly YouTube Live show called Elevenses with Lisa. Originally it was in response to the fact that COVID-19 had created a situation where we were all staying home. For me that meant that all of my in-person speaking engagements for the foreseeable future had been cancelled or rescheduled. I saw it as an opportunity to take on a new challenge, which is live video production.

I love doing the live show on YouTube. It’s definitely different than doing a podcast. It’s more interactive which in turn makes me more animated. And obviously it’s a visual medium so it provides an opportunity to show as well as tell.

Of course, sitting down to watch a video is more stagnant than listening to a podcast. When you’re listening to a podcast you can still move about and get things done if you want. So, I’m sure there are some of you who haven’t seen the Elevenses with Lisa show yet. That’s why in this episode I’m bringing you a few highlights of the YouTube Live show in audio form.

In episode 2 of Elevenses with Lisa I talked about the importance of creating research questions and plans. This was the first presentation in a series called How Alice the Genealogist Avoids Falling Down the Rabbit Hole. If you want to stay on track and achieve your genealogy goals, a research plan is really essential.

Then in the third episode I talked about “Bright Shiny Objects”, also known as BSOs, that can distract you from your research plan. I shared the techniques I use to deal with them so that I don’t miss a good thing while still staying on track.

If you watch the show this will be a refresher for you, and if you haven’t gotten around to watching it, I hope it will inspire you to join us in the future, as well as help you improve your genealogy research today.

You will find the complete notes for the topics discussed in this episode (and more) in the show notes web pages for these episodes of Elevenses with Lisa:

Episode 2 – how research questions and plans will improve your genealogy research.

Episode 3 – dealing with Bright Shiny Objects that threaten to get you off track.

  

Get the Entire “Alice” Video and Handout

If you enjoyed this portion of How Alice the Genealogist Avoids the Rabbit Hole and you’re a Genealogy Gems Premium member, I have the entire presentation edited together in one complete video class for you in the Premium Videos area at genealogygems.com.

how Alice the genealogists avoids the rabbit hole

Premium Members get the entire video class plus 7 page downloadable handout.

There you can also download the complete handout which is ad-free and 7 pages long. It includes not only research plans and BSO management but also creating supportive research environments both on your computer and mobile devices.

Become a member here.

GEM: June Weddings

Monday, June 15.

For centuries, the month of June has been the most popular choice for weddings.

free British family notices wedding photo

All about June Weddings – Genealogy Gems

One of the purported reasons was that some hundreds of years ago, this time was just after May’s annual bath, so the happy couple and the guests were about as clean as could be hoped.

With the ensuing advances in plumbing and overall hygiene, dressy weddings are readily staged year-round, from simple civil ceremonies and backyard or back-to-nature vows, to elaborate church functions. In normal years, there are more than 2.2 million weddings across the nation.

The median age at first marriage for women is now 28 years— up six years since 1980. Men are now an average age of 29.8 when they take their first vows.

Sources:
June weddings, accessed 2/3/2020  
Number of marriages, accessed 2/3/2020  

Getting Your History Digitized

Our family’s history comes in many forms, and some of them over time can become obsolete. I shared in this episode my continuing progress on my own project of converting the rest of my old home movies that are in a variety of formats (8mm, mini DV, High 8, and VHS.)  I use Larsen Digital and have been extremely pleased with the service and results. The folks at Larsen Digital have put together special and exclusive discounts for Genealogy Gems listeners and readers. Click here to learn more and receive exclusive discounts and coupon codes.

Read more: 5 Steps to Digitizing Your Old Negatives

5 steps to digitizing old negatives

Learn how to tackle the task of digitizing your old negatives at Genealogy Gems


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Download the Show Notes

Download the Show Notes PDF

 

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.
 
Genealogy Workflow Organization

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:

  1. 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.
  2. Conclusions added to Master Genealogy Database (Software on your computer)
  3. Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
  4. Archival Paper Storage (your binders.) See episode 6 (Paper Archiving)
  5. 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:

  1. Capture and hold items
  2. search and retrieve more effectively than on my computer thanks to OCR (subscription)
  3. work my genealogy research plan
  4. easily collaborate with another researcher by sharing a single link
  5. 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.

Genealogy data workflow

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 evernote image to hard drive

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).

genealogy database software

“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:

  1. 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!
  2. Evernote (particularly if the source is part of my current research plan.)
  3. 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.)

Resources

Premium Members: download this exclusive ad-free show notes cheat sheet PDF
Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here.

Genealogy Gems Premium Videos including:

  • Organize Your Research with Evernote
  • Making Evernote Effortless
  • Using Evernote to Create a Research Plan
  • Evernote: 10 Projects You Can Do
  • Collaborative Genealogy with Evernote
Evernote for genealogy genealogical sources

Learn more with Lisa’s Premium Video Classes

Elevenses with Lisa Archive

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Family History Episode 34 – Do Your Genealogy at the Public Library, Part 1

Family History: Genealogy Made Easy Podcast
with Lisa Louise Cooke
Republished June 3, 2014

Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.

https://lisalouisecooke.com/familyhistorypodcast/audio/fh34.mp3

Download the Show Notes for this Episode

Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.

Episode 34: Do Your Genealogy at the Public Library, Part 1

Did you know there is a gem of a genealogical resource right in your own backyard? Well, at least in your own neighborhood—and also in just about every neighborhood where your ancestors lived. The public library is one of the most underestimated sources of genealogical information around! It’s free. It has better hours than most government-run agencies. There are staff with research skills, knowledge of their locale and knowledge about their collections. I have invited Patricia Van Skaik, Manager of the History and Genealogy Department of the Public Library of Cincinnati and Hamilton County to join us here on the podcast.  In this episode she’s going to give us the inside scoop on the unique genealogical resources that are tucked away in public libraries just waiting to be discovered.

What’s at the library?

Each library has unique materials for its locale. Examples include:

  • City directories
  • Maps
  • Obituary indexes
  • Partnerships with local societies and clubs, and organizations (access to databases)
  • Unique library expertise

TIP: Check with the public libraries in each location where your ancestors lived TIP: Genealogy holdings vary, and often have to do with what local constituents want.

TIP: Get involved and make requests at your local library if you want more genealogy resources.

How to prepare for your visit

  • Determine your questions ahead of time and gather the appropriate ancestor information to take with you.
  • See if they have a genealogy area on the website. There are lots of things on the library website that are not in the catalogue (special exhibits, digitized images, and databases)  Don’t just jump straight to the catalogue.

Search the online catalog and identify the books and resources you want

  • Look for the geographic area, not the person’s surname (town, county, geographical area)
  • Use the Advanced search – “you don’t have to be an advanced researcher to use the advanced search!”
  • Don’t use the word “genealogy” in your search.  It’s pretty useless.

4 more tips from Lisa and Patricia

Email in advance – ask some questions ahead of time:

  • Is the website up to date?
  • Reconfirm hours of operation
  • Parking?
  • What’s the best time to come for more service?
  • Is wi-fi available?
  • Do you need change for copy machines?
  • Are there any special collections you should know about?
  • Do they offer orientations?

Plan a group visit: Some libraries will make special accommodations for a group visit. Ask if they will provide a tour geared to genealogy. And they may have a meeting room where you can have lunch or meet. It’s a small investment in time and money to make sure that you’re going to get the most of the time you’re going to spend there.

Get their expertise! Librarians don’t just know the collection, but they also know research strategy, collection contents, all the questions that have come before, and local area resources.

Phrase your questions for success: Pose questions in terms of a query. For example: “I’m trying to find evidence of someone’s death during this time frame. What materials do you have that may help?” (Don’t just ask specifically for obituaries or government death records—they may not have one but they may have other resources you’re not thinking of.)

Tune in next week to Episode 35 to learn more about researching at the public library, like tips for advance searching those online card catalogs, thinking like a librarian, unique collections at librarians and the types of questions you can ask your public library staff.

How to Use PERSI Like a PRO!

Show Notes: PERSI

Learn how to use the Periodical Source Index (PERSI) like a pro! 

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.
How to use PERSI Periodical Source Index

Live Premiere Video

How to Watch the Video

Watch Live: Thursday, June 30, 2022 at 11:00 am CT 
(calculate your time zone

Three ways to watch:

  1. Video Player (Live) – Watch the video premiere at the appointed time in the video player above.
  2. On YouTube (Live) – Click the Watch on YouTube button to watch the YouTube premiere with Live Chat at the appointed time above at the Genealogy Gems YouTube channelLog 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. 

How to Use PERSI like a PRO!

Would you like to be able to search millions of genealogy articles for free then you are in the right place because today we are digging into the periodical source index known as PERSI. 

My guest: Allison Singleton, Acting Genealogy Services Manager at the Genealogy Center at the Allen County Public Library in Fort Wayne, Indiana.

Downloadable ad-free Show Notes handout including BONUS PERSI At-A-Glance section for Premium Members

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.

Resources

Downloadable ad-free Show Notes handout including BONUS PERSI At-A-Glance section for Premium Members

 

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