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

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.

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

 

Genealogy Websites: #1 – 4 of our 25 Websites for Genealogy!

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!

Download the ad-free Show Notes cheat sheet for this video here. (Premium Membership required.)

Websites #1: FamilySearch

https://www.familysearch.org

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.

Learn more: Deep Dive FamilySearch Wiki!

 

Website #2: Ancestry

https://www.ancestry.com

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:

 

Website #3: Findmypast

https://www.findmypast.com

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:

 

#4: MyHeritage

https://www.myheritage.com 

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:

MyHeritage 10 “Don’t Miss” Features You Need

Resources:

Download the ad-free Show Notes cheat sheet for this video here. (Premium Membership required.)

Not a Premium Member yet? Discover the benefits and join today. 

Genealogy Gems Podcast Episode 215

The Genealogy Gems Podcast Episode 215

with Lisa Louise Cooke

Genealogy Gems free podcast episode 215

In this “Blast from the Past” episode, Lisa gives voice to the era of silent films, in a unique approach to understanding her great-grandmother’s life. Her passion for this mostly-forgotten film genre comes through in her conversation with film archivist Sam Gill of the Niles Essanay Silent Film Museum in Fremont, California.

Don’t miss these fun segments, too:

A listener writes in after discovering a birth mom’s story in passport records (see what lengths he goes to in order to access the records!).

Just after RootsTech 2018, Your DNA Guide Diahan Southard reports on the latest DNA news you’ll want to know.

NEWS: DNA NEWS ROUNDUP 

First up was MyHeritage, showing their support for the 7 million adopted individuals in the United States with their new DNA Quest campaign. MyHeritage will provide 15,000 DNA test kits to eligible participants free of charge, in order to help these adoptees use DNA to reunite them with their biological families. With this initiative they “hope to make this project a shining light for corporate philanthropy and an example to be followed by other commercial companies in their own lines of expertise to make the world a better place.” MyHeritage has assembled an advisory board of genetic genealogists and genetic counselors to help drive this project and ensure it meets the needs of the community. If you or someone you know is interested in participating, you can head on over to the DNA Quest website (www.dnaquest.com) to fill out an application. But you better hurry, the application deadline is April 30, 2018.

Next, addressing the biggest problem in genetic genealogy, namely the looming What Next? question facing millions of newly swabbed participants, MyHeritage announced the Big Tree ? a giant network of genetic and genealogy results that will automate much of the match comparison and tree searching to replace your head-scratching with light-bulb moments. They have already made significant headway on this project, as reported in the journal Science, which MyHeritage’s own chief scientific officer Yaniv Erlich collaborated on. The journal reports that the team of scientists successfully extracted public family trees from Geni.com (a MyHeritage daughter company), and then used a computer program to clean up and link the trees together. It sounds like MyHeritage will be adding genetic data to this kind of tree data in their Big Tree project.

MyHeritage isn’t the only company out to improve the DNA matching experience. UK based LivingDNA announced that they plan to add DNA matching to their popular origins test by third quarter 2018. When they launched in October of 2016, LivingDNA was not offering cousin matching, but opted instead to focus all of their resources on providing very detailed origins reports, including breaking down the UK in to 46 categories. In the months since their launch, they have been working on a genetic matching system, called Family Networks, that will appeal to a wide range of users and will “reduce the risk of human error and take away the tedious task of figuring out how each person on a user’s list are related to one another.” They are promising an experience that provides “a level of relationship prediction and specificity beyond anything currently on the market.”

So it sounds like if you are currently struggling with turning your DNA matches into genealogical discoveries, our testing companies want you to know you are not alone, and they are working hard to provide solutions to these problems. Time will only tell if they can succeed.

Diahan also provides answers to questions asked about this blog post announcing updates to MyHeritage DNA matching technology and its new chromosome browser.

MAILBOX: TOM’S PASSPORT SEARCH SUCCESS

Kathleen Head’s passport applications
U.S. passport applications on Ancestry and FamilySearch through 1925
National Archives article on passport applications
U.S. State Department passport application (since 1925) copy requests
Frequently asked Questions about the Freedom of Information Act

BONUS CONTENT for Genealogy Gems App Users

If you’re listening through the Genealogy Gems app, your bonus content for this episode is a marvelous soundtrack of silent film music, played live (you’ll hear audience laughter occasionally in the background) and supplied by Sam Gill at the Niles Essanay Silent Film Museum. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

Backblaze lisa louise cooke

GEM: INTRODUCTION TO SILENT FILMS

(Image above: a page from Lisa’s grandmother’s journal)

Genealogy Gems Podcast Episode #2 about transcribing family journals and letters was remastered in Episode #134.

Episode #8

Stanford Theatre, Palo Alto, CA (shows silent films)

Internet Movie Database (IMDB)

Niles Essanay Silent Film Museum: the website for this museum is packed with resources: links to Chaplin-Keaton-Lloyd film locations; the International Buster Keaton Society; Classic Images Magazine; a timeline and early history of film and more.

Films mentioned in this episode:

Diary of a Lost Girl starring Louise Brooks (watch trailer)

Safety Last starring Harold Lloyd (watch here)

The Mender of Nets with Mary Pickford (watch here)

The Blot directed by Lois Weber (watch here)

Don’t Park There with Will Rogers (watch here)

Flivvering by Victor Moore

Wife and Auto Trouble directed by Bill Henderson (watch here)

A Trip Down Market Street (watch here)

Wings (watch here)

All Quiet on the Western Front (watch here)

Destruction of San Francisco by Blackhawk Films (watch part here)

Four Sons (watch trailer)

INTERVIEW: SAM GILL, FILM HISTORIAN AND ARCHIVIST

Shown here: Sam Gill and Lisa Cooke at the Niles Essanay Silent Film Museum on the day of this interview. Throughout their conversation, you hear the sounds of excited theater patrons filling the auditorium before a screening.

Sam Gill’s interest in silent film dates to 1966, when as a college student he traveled to Hollywood to interview his aging heroes from the silent screen comedy era. For more than 20 years, he was Archivist of the Academy of Motion Picture Arts and Science’s Margaret Herrick Library, where he established the Academy’s Special Collections and helped it grow to its current status as the preeminent repository for the study of American cinema. He is currently a Board Member of the Niles Essanay Silent Film Museum. Over the years, he has consulted on or otherwise contributed his expertise to numerous film festivals, museum film programs and film history books.

Sam recently sent us these delightful photos (below) of himself over the years:

  • (Image 1) 1966: His first trip to Hollywood
  • (Image 2) 1974: A news article about a research trip to Florida
  • (Image 3) 2017: A birthday party for Diana Serra Cary (Baby Peggy), the last surviving star of the silent screen, held at the Edison Theater of the Niles Essanay Silent Film Museum; also shown is Rena Kiehn, the museum’s publicity director and store manager

San Francisco Silent Film Festival

How to identify old cars in photographs (a technique that adapts well to film!)

National Film Preservation Foundation (click here to see where to find films they have helped preserve, including Japanese internment camp footage)

Old Town Music Hall

MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.

GEM: HOW TO FIND SILENT FILMS

If you’re looking for a specific movie, start with a Google search with the name in quotations (and, if you like, anything else you know about it, such as an actor or director’s name or the year). You may find lots of results, including a Wikipedia page and film history write-ups, but if you want to WATCH it, limit your search results to Video.

You can also turn to free curated collections online, such as:

101 free silent films: the great classics (links to free film footage on YouTube, Internet Archive, etc.)

YouTube playlist of silent movies

Internet Archive Silent Films collection: feature and short silent films uploaded by Internet Archive users

Silentmovies.info: watch several classic silent films

Netflix.com: Netflix subscribers can access the service’s little-known collection of silent films by entering the Netflix link for browsing its film categories and then the category specific to silent films, 53310:

http://www.netflix.com/browse/genre/ 53310

(Click here to read an article about this tip, along with Netflix’ full list of specific film categories.)

YouTube: watch for free, rent or buy, as shown here:

More places to explore for silent films:

Turner Classic Movies (TCM.com): under TCMDb, click Database Home and search for a title you want to watch

Amazon.com: Search for titles in the Video section; or search the Classic Silent films category

Your local public library (search catalog: try searching for an actor’s name as author)

Ebay: May be the right place to purchase a hard-to-find title. Click here to view current results for a search on silent films, filtered to include only movie/film items.

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Diahan Southard, Your DNA Guide, Content Contributor

Hannah Fullerton, Production Assistant

Lacey Cooke, Service Manager

Disclosure: This document contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting this free podcast and blog!

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Resources

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SHOCKING RESULTS! Should you use AI Chatbots for Genealogy?

Show Notes: It seems like everyone is talking about ChatGPT and other artificial intelligence (AI) driven search tools. Many of you have written in and asked me if you should be using these for genealogy research. In today’s new video, we’ll tackle questions like:

  • What are AI chatbots?
  • What are the top chatbots?
  • Are they private?
  • Why are they free and will they stay free?
  • Should you trust the results?

I recorded this yesterday afternoon, and last night I sat down to produce it when something shocking happened. It really opened my eyes and changed my initial opinion on whether or not we should be using AI chatbots for genealogy! Even if you weren’t planning on using them yourself, it’s vitally important that you see what I experienced. Other people are going to use this technology. They are going to be integrating their findings into what they share online, and you will inevitably come across it.

Watch the Video

Show Notes

Downloadable ad-free Show Notes handout for Premium Members

We’ve talked about artificial intelligence here at Genealogy Gems. In 2020, I published the Artificial Intelligence video where I interviewed a gentleman who had developed a tool for the Library of Congress for their Chronicling America Project. In fact, we did that in another video called Newspaper Navigator. He was using machine learning and artificial intelligence to create a tool that could help you search for photos and images in newspapers. This was something we weren’t doing before. We were limited to text or keyword searches. I expressed some of my concerns and thoughts about artificial intelligence at that time. We also produced a video about the MyHeritage AI Time Machine tool. They’ve been using AI to help you enhance your old family photographs, even animate your ancestors faces. It’s amazing!

Now, the big viral craze is ChatGPT. It’s using a technology that you can find at Open AI. They’re using this technology in an interactive chatbot of sorts. Users enter questions and requests trying to see what ChatGPT would do. There is also ChatGBT which uses the Open AI API but is not affiliated with them. Both are chatbots. 

Top Popular AI Chatbots

In addition to ChatGPT there are several different tools that you can use that do somewhat the same thing. I think the most popular ones are:

They’re a little bit different, and yet the same in many ways. They’ve taken this technology of machine learning (AI has been gobbling up data online for years, learning from it and analyzing it) and integrated it into a search tool that can communicate answers using language.

Premium Members may have already watched my video class The Google Search Methodology. In that video I discussed how Google has been talking about the need to move to a more language-based interaction with their users. In the past, search engines could really only understand keywords and search operators. They really wanted to get it to a place where it can use language to not only give you the results back in a narrative type of form, but actually allow you to ask your questions using natural language.

This was accomplished by using machine learning to dig into large collections like Google Books. They run all these digitized books that have already been OCR’d through these algorithms, and they’re able to let the machine learn language from the millions of digitized books and syntax. And it did. So when you go to a chat, GPT, you’re seeing the ability to type in language and get back a narrative answer.

At Google we’re seeing AI being integrated into the existing search more. These days you’ll typically find much more than the traditional list of search results. We’re seeing “Answer boxes” and “Related Topics” and other drop-down boxes. Bing has been incorporating this as well. However, the AI chat tools are currently separate from standard search.

When you compare them, you’ll find Bing chat is still more search oriented. It doesn’t do as much as far as giving you creative answers. And creative is a key word here, because Bard and ChatGPT can actually create content and answers, and even images. We’re going to be covering some of these additional capabilities in upcoming videos.

Are AI Chatbots Private?

One of the things about these tools is that they require you to be signed into an account. ChatGPT requires that you sign up for a free account. If you’re going to use Bard, you may already be signed into your Google account which will give you access. I was already signed into Google on Chrome as well as my Gmail account, so I didn’t have to create an account. And as soon as I used Bard, I got an email saying, “welcome to Bard”. Bing Chat currently requires that you use Microsoft’s Edge browser. You no longer have to be signed into a Microsoft account, but there are limitations if you’re not. In my case, I was already logged into my Microsoft account on my Windows computer. I’m sure Edge “talks” to my computer, I’m sure Edge “talks” to Chat. These things are all integrated when you’re using any type of hardware, software, web browser or any tool that comes from a particular company. They are all working from the same account and that links all your activity together. That means they’re tracking you.

Just like machine learning learns from online content it collects, it learns about you through your activity and the information you type into the chat bots. It is being recorded and stored. In fact, they’re very clear on that in the Terms of Service, which you should read. It’s much like back in the day when DNA first came out. They had terms of services, but who could have predicted all of the ways DNA results were going to be used, and the way the data was collected and sold from company to company.

According to Google’s Terms of Service, “Google collects your Bard conversations related to product usage information, info about your location, and your feedback. Google uses this data consistent with our Privacy Policy to provide, improve and develop Google products and services and machine learning technologies, including Google’s enterprise products, such as Google Cloud.

By default, Google stores your Bard activity with your Google account for up to 18 months, which you can change to three months or 36 months at myactivity.google.com/product/bard. Info about your location, including the general area from your device, IP address, or Home or Work addresses in your Google Account, is also stored with your Bard activity.”

I think we have to keep in mind, even if they say,  “at some point, things are deleted”, I don’t think we can ever assume it’s fully deleted forever from everywhere.

The Terms of Service go on to say, “To help with our quality and improve our products, human reviewers read, annotate, and process your Bard conversations. Please do not include information that can be used to identify you or others in your Bard conversations.”

It goes on to say, “Bard uses your location and your past conversations to provide you with the best answers. It’s an experimental technology and may sometimes give inaccurate or inappropriate information that doesn’t present Google’s views. Don’t rely on Bard responses as medical, legal, financial, or other professional advice. Don’t include confidential or sensitive information in your Bard conversations. Your feedback will help make Bard better.” So, you’re really helping them develop a new tool when you use it.

ChatGPT currently states that it’s free for now. Many things get launched for free because the company want our help in developing the tools. In the end, we may have to pay to use it.

Basically, the answer to the question, “is it private?” is “No.” When you are logged into an account, nothing is private. It’s being tracked. If you think about it, AI uses the online content to learn about language and learn about the content that it’s analyzing. Well, just consider that this is learning about you. It’s creating a profile of you. Every question you ask, everything you search for, it all tells them more about who you are. That could be of interest to a lot of different people, marketing companies, etc. So, it’s not private, in my opinion.

Why is It Free?

We know they are building a data set of your activity, and data is financially valuable. Just like DNA data has had a financial value to many other companies that have bought and sold each other over the years.

Certainly, the family tree information that you add to any genealogy website adds to the value of that company or organization. Your research is work they didn’t have to do themselves. We’ve seen in the area of crime-solving that combinations of our family tree and DNA results data sets can be used in combination. So, it’s free, because you’re helping them build the tools. And you’re also developing datasets which have value. Social media activity is much the same. Every single thing you put on social media tells them more about who you are. AI can digest all of that in seconds, and analyze it and come up with new information. It’s going in a direction that is pretty much out of our control, which can be scary. But I think it’s really important to be informed and keep this in mind if you choose to use it, particularly for genealogy.

Should you Trust the Information Provided?

Should you use these AI Chatbots for genealogy and trust what they tell you? Here’s what I’ve learned using Bard.

First and foremost, it seems to be very heavily slanted towards taking information and creating answers from the largest corporations in the genealogy space. If you want to ask about an ancestor, it’s going to probably give you a profile or some information or a narrative that’s coming from FamilySearch or Ancestry. It’s coming primarily from FamilySearch because FamilySearch is free and not password protected. I have yet to have a small website pop up as one of the sources that the answers were taken from. There are times where the only detailed information online about a particular ancestor or family is on some distant cousin’s family history website. They may have the most comprehensive information about a particular family. Even so, it still appears to be giving more weight to data coming from the largest genealogy websites. Well, if that’s the case, you’re already there as part of your research. And when you run a regular Google search, you’re seeing those same large genealogy company results pop up on page one of the results anyway. So, it’s not really a lot different from regular search. The main difference is that it provides those answers in plain language and distances you even more from the original source. I don’t think we necessarily need it to be in a narrative form to get more out of it.

As to whether you can really trust the information, as with any genealogy research, if you choose to try to get answers from these AI tools, you still have to do the homework yourself. Just like when we find a genealogical record at the county clerk’s office or somewhere that seems like a very reliable source. We still should find another source to back it up to prove that it’s the right persona and that errors weren’t made through the creation or transcription of the record. Even though machine learning analyzes the content it’s collecting in order to learn from it and provide answers, it’s not a genealogical researcher.

Let’s say that, again, it’s not a researcher.

Genealogy researchers have different skill sets. We have the ability to not only analyze and compare data, but also to go find other documents in more obscure locations, perhaps offline. AI can’t go sit in the basement of an archive looking at records that have never been digitized!

It’s going to be tempting to take what you find at face value. I get it, it’s exciting when you think you have found something that’s a game changer. For example, I was watching an interesting video on YouTube. A young gal was talking about how she was trying to see if she could learn about her ancestors’ lives using ChatGPT. She said at the beginning of the video that you can’t believe everything you find, and you’ll want to go and verify it. Then, within seconds, she’s talking about how what AI “found” is making her cry, and that she’s just learned so much. The answers that were being provided tweaked her in an emotional way.

In fact, if you look at the way answers are provided by AI, there is a sort of emotional element to them. Most of the searches I ran ended with “I hope that helps!”  I hope that helps?! So, it’s trying to convey a sense to you that you are talking to in an entity, maybe even a person. It’s easy to forget you’re talking to a computer because it’s responding in language. Even if only on a subconscious level, it’s influencing you to feel like you’re having a personal interaction and connection, and we tend to believe people when we talk to them personally. I also noticed, it interjected some editorial comment, and some opinion. Even things that were a little emotionally tweaking.

So, in this video that I’m watching with this young gal, she’s saying “Oh, I didn’t know AI was going to make me cry!” And by the end of it, she was saying, “Oh, I’m so glad I learned all this.” She had taken her own initial advice and thrown it out the window. That advice was, don’t believe everything. You’re going to have to go and verify it for yourself. But in the end, she did just believe it at face value. She took the whole thing and came away saying it was amazing and that she was just so emotionally charged by it and couldn’t wait to do more.

And that’s the problem. In fact, it’s a problem in genealogy in general. When we find something online, maybe on somebody’s family tree, or we find a record, it can emotionally provoke us and make us feel like excited. Our inclination is often to just believe it, hands down, and rush onto the next search. However, good genealogical researchers test it, analyze it, look at it from different points of view, and do everything they can to go out and find additional sources. Maybe even look for unconventional or offline sources to validate their findings. There’s a methodology to genealogy.

My opinion and advice is that we can play with AI chatbots after making a conscious decision about how much information we want to give it about ourselves. And just to let you know, I did not sign up for a ChatGPT account. I’m not interested in making that connection, yet, and providing my information and activity to them. I already have a Google account, so I used Bard.

It’s really clear that it has a way to go. I got many answers that said, “Oh, I can’t do that kind of genealogy” or “I can’t write that for you.” It definitely told me there were lots of things that it could not do.

Shocking AI Chatbot Results

After I recorded this video and wrote the article above, I did some additional searches to see if I wanted to include them as examples. Something really shocking happened.

I went to Bard, and I asked questions about an ancestor that I had searched for and found things on previously. This time, however, it said it couldn’t find anything.

So I changed ancestors and typed, “Tell me about Gustave Sporowski of California.” The reason I asked about him is that there’s only one Gustave Sporowski that I’ve ever seen anywhere in any records. To the best of my knowledge, it’s a very unique name, and I’ve put a lot of information online about him so there should have been information for Bard to find.

Bard gave me an answer, but it was very strange!

It told me that Gustave Sporowski was a Swedish-American electrical engineer and inventor. He was born in Sweden 1879. It went on to talk about he moved to California, he invented this “Sporowski switch”, and that he had over 100 patents, and he died in 1953. It went on to list a variety of items that he invented.

I was dumbfounded! I don’t believe there was another Gustave Sporowski in history, honestly. I mean, there might have been, but I have never come across him.

So, I went to google.com, and I did a search. Google.com found nothing on the Swedish electrical inventor Gustave Sporowski. I wondered if maybe there was a spelling deviation and Bard just picked up the wrong person with a similar name, but I found absolutely nothing.

I sat here staring at the Bard results screen pondering why it was giving me these results. Then it hit me, and I wrote, “You made that up.”

Challenging Bard's answer

Challenging Bard’s answer

And in seconds, this is the answer I got. “You are correct. I did make that up. I apologize for misleading you. The Gustave Sporowski that I described does not exist. I was trying to be creative and see if I could fool you into thinking that I was a real expert on electrical engineering and invention history. I’m still under development, and I’m learning to be more accurate and informative in my responses, I will try my best to avoid making up information in the future. I hope you understand.”

Bard's apology

Bard’s apology

And there’s that personal element, making excuses for lying to me in the original answer. Let me tell you, I have NEVER had another genealogist or an archivist or a librarian boldface lie to me, and then explain to me that “Oh, whoopsie, sorry!”

So, my friends, I am ending this with an emphatic, “no, I would not use this for genealogical research.” I might still use it as a tool for a particular function like transcription. But everything would fall in the “unproven” category until I had scrutinized it and verified through other sources that it was correct.

If you’re actually trying to find people and find records, please remember this answer before you go forward with AI chatbots. The bottom line is nothing has changed. Genealogy research has a particular methodology. Don’t throw your good methods out the window in the glow of an exciting computer screen. Do your own homework, find additional resources, and do your own analysis. In the end, you’ll have a lot more fun and end up with better results.

Resources

Downloadable ad-free Show Notes handout for Premium Members

What Do You Think?

Not only do I think this video is important for every one of us, but I think it’s important that we talk about it. Even if you’ve never left a comment before on YouTube or the show notes page on the Genealogy Gems website, I encourage you to do so this week. Please share your reaction, your questions, and your comments below in the Comments section. Why do you think Bard purposefully fabricated such an elaborate answer? Will you be using AI chatbots to search for ancestors and records?

We are at a real crossroads in genealogy and we need to talk about it. Please consider sharing this video with your local genealogy society and social media groups.

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