Elevenses with Lisa is our little slice of heaven where friends get together for tea and talk about the thing that never fails to put a smile on our face: Genealogy!
Are you ready for a year of successful genealogy? Learn how to develop an effective research plan, and preserve and protect your genealogy. Keep reading for the show notes that accompany this video.
10 Questions to Rate Your Readiness for Genealogy Success
1. Have you selected a place to start?
I started learning how to play the guitar in 2020. I began with an online course to learn the basics, and I picked one song that I really wanted to learn how to play.
For three months I worked my way through the course and played that song over and over every day. This resulted in two things: I learned how to play the song, and my husband took a blow torch to my guitar! (Just kidding.)
At the end of those three months I had several weeks where I just didn’t feel I was making any progress at all. I practiced every day, but I wasn’t getting anywhere.
It turns out that I had reached my initial goals – I knew the most popular chords, had memorized the Pentatonic Scale and could play the song Crazy On You for a captive audience in my home. However, I had not stopped to identify my next set of goals. Therefore, stagnation set in.
In an effort to restart my learning and success trajectory, I spent an evening looking through my record collection and I made a list of 6 of my favorite songs. Then I put them in the order I wanted to learn to play them. Most importantly, I identified which one was my top priority to learn. Once I did that, I knew exactly how I was going to spend my practice time.
It sounds simple, but finding and deciding on the place to start (or restart) is really easy to miss. When it comes to genealogy there’s always a bright shiny object online ready to gobble up a few precious minutes, or hours, or days! Having a predetermined project goal in mind will help you get down to business faster and keep you from wandering aimlessly.
2. Have you developed a project research question?
Once you know what your project will be, it is time to formulate the general question. In other words, what is the question you are trying to answer?
In this episode I shared the family story that had been handed down the McClelland family about their ancestor Washington McClelland. The story went like this: “He immigrated to the U.S. from England. He was working on the railroad when he met a girl in Idaho. She became pregnant. They married. He converted to the LDS church. They raised a family together.”
The general research question was “is this story true?” That’s a big question, and one that we’ll break down further in question #3.
Genealogy Gems Premium Members can learn more about formulating research questions by watching the segment HowAlice the Genealogist Avoids the Rabbit Hole Part 1 in Elevenses with Lisa Episode 2. It’s available in the Premium Videos area of the Genealogy Gems website. Don’t miss the downloadable handout! You’ll find the link under the video. (Learn more about becoming a Premium Member here.)
3. Do you have a Research Plan for your genealogy project?
The general project question can usually be broken down into several bite-sized actionable questions. In the example of “Is the story about Washington McClelland true?” we can break that question down into several questions:
Where exactly was Washington from in England?
When did he come to the United States?
Why/how did he end up out West?
Did he work on the railroad?
When and where did he marry?
When was their oldest child born?
Did he join the LDS church?
And many of these questions can likely be broken down further. These more focused question help provide the framework for the project’s research plan. They can then be re-sorted so that they follow a logical progression of answers.
The next step will then be to identify and prioritize the sources (records) that are likely to provide the necessary relevant evidence. Then determine the order in which you will locate each identified record. Finally, add where you think you can find the records to the plan.
4. Do you have the research forms you need?
There are many different types of genealogy research forms: research logs, blank record forms, checklists, just to name a few.
Research logs are great for keeping track of your research plan progress. Blank record forms (such a blank 1900 U.S. Federal Census form) are very handy for transcribing the pertinent information for analysis. And checklists (such as a list of all types of death records) help ensure that you don’t miss and records, and you don’t look for the same record twice!
Having an organizational system in place takes the guesswork out of where things should be filed, making it much more likely they will actually get filed. It also ensures that you’ll be able to put your hands on your records whenever you need them.
Here’s a secret: There is no one perfect filing system. The most important thing is that it makes sense to you and that you are consistent in how you use it.
In Elevenses with LisaEpisode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)
As you work on your genealogy research you’ll find there are two important tasks you will be doing often:
Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)
Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:
Place a “to be filed” basket next to your desk.
Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.
7. Do you have the supplies you need on hand?
Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.
Here’s what my shopping list looks like:
3” 3-Ring View Binders
(allow you to customize covers & spines)
1” 3-Ring View Binder
1 box of Acid-Free Sheet Protectors
3-Ring Binder Tab Dividers
8. Have you settled on a file naming scheme?
How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.
Here’s what my basic file naming format looks like:
Year (will force chronological order)
First Name (filed in surname folder)
Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.
8. Are you prepared to make copies?
Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data.
Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off from its cloud hosting service. According to the Wall Street Journal, “other tech partners also acted, crippling operators.”
Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.
My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:
The bottom line is that our family history is our responsibility to preserve and protect. While we can benefit from sharing copies of it online, putting all our genealogy eggs in only the online basket puts it at risk because we don’t have control.
While I love the idea of going paperless and I’ve been striving to do that in recent years, I’m changing my tune on this. For several years I’ve been strongly recommending that you get your own genealogy software on your own computer and use it as your master database. All online family trees are simply copies. Many people, particularly those who rely solely on FamilySearch often wondered why I was so concerned. The events of this week make my point and put an exclamation point on the end of it.
Making digital and paper copies of your data is a simple strategy you can put in place today. This means regular print outs of your tree, family group sheets, and the most important genealogical documents. I keep mine in a portable fireproof safe.
We can also make digital copies as well. For example, last year I had all my old home movies transferred to digital and they are stored on my computer. I went the extra step to get copies on DVD and I also copied the digital files onto a terabyte hard drive that is in the fireproof safe.
Remember, your computer is connected to the Internet. If you’ve ever woken up to a Windows update, then you know that tech companies can make changes to your computer. Having your own paper and digital copies are just extra insurance that certainly can’t hurt.
Here’s a checklist of things you can put in place today:
a good printer
a stock of paper
a portable terabyte hard drive
Ideas for saving paper and ink:
Print only the most important documents that might be more difficult to replace.
Focus your printing on direct ancestors.
Print in draft mode (depending on the document) and / or black and white to save ink.
Make double-sided copies.
When possible, add two documents to each side of the paper so that one piece of paper holds 4 documents.
9. Is your computer backed up to the Cloud?
I use and recommend Backblazefor computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:
Use a free service like Blogtrottr.com to receive email notification reminders. Simply paste the Genealogy Gems channel URL into the first field, https://www.youtube.com/GenealogyGems enter your email address and select from the drop-down menu how often you would like to receive notifications. Then click the orange “Feed Me” button. When I post a new video or schedule an Elevenses with Lisa episode you’ll receive an email notification.
Recap:10 Questions to Rate Your Readiness for Genealogy Success
Have you selected a place to start?
Have you developed a project research question?
Do you have a Research Plan for your genealogy project?
Show Notes: The FamilySearch Wiki is like an encyclopedia of genealogy! It’s an invaluable free tool that every genealogist needs. However, many folks get frustrated when they try to search the Wiki. In this week’s video premiere I’m going to help you navigate with ease.
Video and Show Notes below
what the Wiki has to offer,
how to access the FamilySearch Wiki
how to navigate the FamilySearch Wiki effectively
and how to overcome the number #1 reason people get frustrated when searching the Wiki!
(00:42) There are two ways to access the FamilySearch Wiki. The first is to visit the website direction at https://www.familysearch.org/wiki. This will take you to the home page of the Wiki. Although you can sign into your free FamilySearch account on this page (in the upper right corner) it isn’t necessary in order to use it.
The second way to access the Wiki is to go to the FamilySearch website. You will need to log into your FamilySearch account or sign up for a free account if you don’t already have one. Once you’re signed in, then in the menu under Search click Research Wiki. This will take you to the same FamilySearch Wiki home page. However, you will see that you are signed in and able to use some of the additional features like participating in discussions, posting and creating watchlists.
On the FamilySearch website: Search > Research Wiki
Searching the Wiki by Location
(01:21) On the home page, what you see a map of the world. This is a great way to search the Wiki because in genealogy, it’s really all about location. We need to know where geographically we want to search for ancestors, and from there we can narrow down the timeframe. Typically, you’ll have a sense of at least in which country you need to be researching. So, the map is typically the best way to start.
The FamilySearch Wiki Home Page
You’ll notice also on the home page, there is a search by place or topic search field. You could bypass using the map, and just start by typing in a place. If you do, you’ll notice that it starts to prompt you on the kinds of things that are commonly searched for. This could be kind of nice if you are really focused on a particular thing such as Italian census records. You can just start typing Italy and see if census is one of the prompts. If it is, simply click it and it will take you right there.
However, generally speaking, the map is the best way to search for records and information that is rooted in a location. Start by clicking the button for the continent, such as North America. Notice that if you go to click on the map itself, it isn’t an interactive map. You’ll need to actually click the button.
From there, select the county from the menu, such as United States, then drill down by state. This will take you to the Wiki entry for that state.
You’ll notice that the FamilySearch Wiki is a lot like Wikipedia. It’s like an encyclopedia of information. But the exciting part is that it’s genealogy specifically! This means you don’t usually have to worry about including the word genealogy in your searches.
Location-based FamilySearch Wiki Pages
Oftentimes, our research ends up taking us to a new location where the next set of great grandparents came from. If we’re not familiar with that location, let alone familiar with what’s available from a genealogical standpoint, that can pose a real challenge. You might be asking questions like when did they start recording birth records? Or did that state conduct a state census? Every state, every country, and every county has different types of records available.
Start your orientation over on the right-hand side of the wiki page. There you’ll typically find an overview box.
(04:15) This is a great place to quickly see what’s available here, and what you could dig into further. If you’re really new to research in this particular area, you might want to start with the guided research link. You may also see links to research strategies, and a record finder.
In the next section of the box you’ll find record types. This is going to be different depending on the area that you’re researching. For example, if they don’t happen to have any military records available you might not see that listed under record types. You should expect to see the most commonly used records included in the list. Click the link to the page for more information on that type of record. It will provide more details on record availability, and where you access the records.
Further down the box you’ll find links to background information on the area. It’s really easy to skim over this in excitement over records. But if you don’t want to get stuck at a brick wall, getting to know the place that you’re researching can make all the difference. Learning the background of an area can help you prepare the right questions to ask. It can help prevent you from looking for something that doesn’t exist or that wasn’t applicable to that area. You may find links to more reading, gazetteers and maps, migration patterns, periodicals, and the law. Understanding the law is going to help you understand why records were created, and who they affected. For example, if your ancestor was under 18 there might be certain records that don’t apply to them. Understanding the parameters of who was affected by the law will help guide you through the records themselves.
Next you’ll see cultural groups that you might expect to find in this area, and links to more specific information about researching them.
Under Resources you’ll find links to archives, libraries, societies, and the family history centers that are available in this particular area.
At the top of the main part of the page you’ll find the Getting Started section. Here you’ll find links to beginning step-by-step research strategies and some of the most popular records for that location such as vital records.
(08:35) You might be wondering who is putting this information together. Well, it starts with experts at the Family History Library in Salt Lake City. These are people who have worked the reference desks and found answers to thousands of patron questions.
Locating and Using the County Wiki Page
(09:22) Back on the state landing page scroll down further to the map of counties. Navigating by location is still important, even when we’ve narrowed it down to the state. Unlike the map on the homepage, you can hover your mouse over each county and click.
County map on the state wiki page
The county pages are where the real magic happens because many records such as birth, marriage, death, and court records are typically available at the county level. Here you’ll find out how to contact or visit the current county courthouse.
One of the most common questions new genealogists ask is “should I be looking at the county where the town is located today, or the county that it was when my ancestors lived there?” Counties certainly do change over time. The answer to the question is that we go to the county at the time that are ancestors lived in the area. In fact, the Wiki page provides the history, or genealogy, of the county. Look for Boundary Changes on the page.
Because these pages are often quite long and dense, use your computer’s Find on Page feature by pressing Control + F (PC) or Command + F (mac) on your keyboard. This gives you a nice little search box at the top of the page. Type in a keyword like Boundary and it will highlight all the locations on the page where the term appears. This is a great way to make quick use of the Wiki. This is also a good trick to use when you don’t see the record type or keyword that you’re looking for in the page’s table of contents. It may be called something else there, but if you search the page for your keyword, it should find it for you. An example of this is that you may not see Birth Records in the TOC because they list Vital Records. However, in the Vital Records section further down the page they definitely mention birth records.
Finding the Dates that Records Began
(14:45) Here’s another reason the wiki is so helpful, and it makes things go so quickly. Remember, we talked about that location is key, but also timeframe. Well, if we are looking for genealogical records, we don’t want to look for a record in this county before they actually started creating those records. The wiki typically provides a nice little chart on each county page showing then some of the most important civil records such as birth, marriage and death were first created.
County record dates at FamilySearch Wiki
Often times civil records began much later than church records. Sometimes you will see an asterisk indicating when statewide registration for these civil records began and then another date indicating when general compliance was enforced. All of this is guiding us to success in finding genealogy records, and it’s saving the headache of investing time looking for records that did not yet exist.
(17:42) Further down the page you’ll find links to places. These may link to town pages on the Wiki, but more likely they will take you to Wikipedia where this information already exists. There will be a small icon indicating that the link will open in a new tab and take you to another website.
Next you’ll likely see a Timeline section which gives you a sense of when the first people settled in the county and who those people were. Again, it provides you more context to better understand the records.
In addition to all these individual records, many of them linked over toFamilySearch, Ancestry or MyHeritage, we see Research Facilities. Why is that so important? Because not all records are going to be online. When we’ve exhausted online records and resources we need to go offline, and there are lots of resources here on the wiki to work with: county archives, family history centers in the local area, libraries, museums, and genealogical societies. The wiki provides contact information and links to their website where you may be able to see a listing of what they have onsite so you can plan your visit.
Other website links may take you sites like USGenWebwhich is a fantastic free genealogy website. It’s organized by location much like the FamilySearch wiki website. Drill down to the state and then the county. You may also see links to the State Archive, or the state’s Memory project, and, of course, the FamilySearch catalog.
How to Overcome the #1 Search Problem
(22:01) The wiki really should be one of your first stops when you’re going to be starting research in a new area. Let’s wrap up with a quick conversation about the wiki’s search box. You could go ahead and put a topic in there. Many people will come in here and they’ll type in marriage records, Randolph, County, Indiana, and they will get a list of results. They don’t look as clear cut as Google results, and they may not all be on topic. This is where we can get lost. I think probably the number one reason why people give up on the wiki is they get these kinds of search results. They realize, wait a second, this isn’t even Indiana, it’s talking about Kentucky! Why am I getting all these? It can be frustrating.
The wrong way to search at the FamilySearch Wiki
This happens because we tried to do it ourselves, with our own keywords. Remember, like most search engines, they’ve indexed their content to make it searchable, so that means they’ve already decided how they want to talk about a particular topic. Rather than just addressing marriage record first, the wiki focuses on the location. Where is this marriage record? So, focus first on the place unless you are just looking for general information on a general genealogy topic such as genealogy software.
Pay attention to the pre-filled suggestions as you type because the wiki is going to suggest what it has in the format it has it. Again, you may want to first go to the country, state or county level page and then look for the record type.
What if you’re looking for marriage records but you don’t see them listed? Well, it might be that the word marriage isn’t the keyword the wiki uses. Or it might be that the type of record you’re looking for is a state or federal record. That’s another reason why the find on page feature (Ctrl + F) is so helpful. Don’t be discouraged if you don’t see what you want listed in the table of contents. It may just be a keyword issue. Let the work that they’ve already done in organizing their materials guide you. You’ll be more successful and also avoid frustration. The FamilySearch Wiki is just too good of a resource to miss.
Learn more about using Family Search at Genealogy Gems
Do you like finding new stuff about your family history? Well, then you’re in the right place because today that’s exactly what we’re going to do in this episode of Elevenses with Lisa.
If you’re looking for new information about your family history, an important website to add to your research list is the Internet Archive. The Internet Archive is a free website that attempts to archive the web, and that includes online genealogy!
One of the best ways to approach your search at the Internet Archive is by focusing on a particular type of record. Here are 10 genealogy records that every genealogist needs that can be found at this free website.
Watch the Internet Archive episode:
Getting Started with the Internet Archive
You are free to search for and access records without an account, but there’s so much more you can do with a free account. Here are just a few advantages of having an Internet Archive account:
Recommending websites to be archived.
Getting a free account is easy. Simply click on the Sign Up link in the upper right corner of the home page.
Types of Content at the Internet Archive
There’s a surprisingly wide variety of content available on the website including:
10 Awesome Finds at the Internet Archive
A great way to discover all that the Internet Archive has to offer is to think in terms of categories of records. I’m going to share with you ten genealogy record categories that include several specific types of records.
Start your search for each category using just a few keywords such as:
a location (town, county, etc.)
the type of record,
a family surname, etc.
Next try applying some of the filters found in the column on the left side of the screen. I try several combinations of searches to ensure that I’ve found all that the Internet Archive has to offer. Let’s get started:
Genealogy Records Category #1: Church Records
In Elevenses with Lisa episode 41 we discussed how to find and use church records for your family history. Here are just a few of the specific types of church records you can find at the Internet Archive:
Genealogy Records Category #3: Location-Based Records
Location History (Example: Randolph County Indiana History)
City and Rural Directories
Genealogy Records Category #4: School Records
High School, College, etc.
Genealogy Records Type #5: Work Records
Works Progress Administration (WPA)
Civilian Conversation Corps (CCC)
Genealogy Records Category #6: Military Records
Military Radio Shows
Veterans Administration Payment Records
WWI County Honor Books
Elevenses with Lisa episode 31 features the Genealogy Center at the Allen County Public Library which hosts much of their content on the Internet Archive. Tip: If you find a collection difficult to navigate, visit the website of the sponsoring organization (such as the Allen County Public Library) which may have a better user interface for searching the records.
Genealogy Records Category #7: Patent Records
From the United States Patent and Trademark Office. Keep in mind that your ancestor may be mentioned in a patent even though they did not file it.
Genealogy Records Category #8: Probate Records
Although there doesn’t currently appear to be a large number of probate records, the Internet Archive does have some. Try searching by location to see if it includes a probate record for others from the same community. For example, a prominent shopkeeper might list many in the town who owed them money.
Genealogy Records Category #9: Audio and Video Records
I searched for the small town where my husband’s ancestors lived for several generations and found a great video from 1954. It featured a parade float sponsored by his great grandfather’s business and several faces I recognized! Watch Winthrop Days.
Genealogy Records Category #10: Collections!
A collection is a group of records submitted by a user. Often times these will be organizations, libraries and archives.
Visit the Books to Borrow collection. You will need to be logged into your free Internet Archive account in order to borrow books. You can borrow the book in 1 hour increments. In some cases, you can choose a 14-day loan. If there is only one copy of the book available, the 1 hour load will be the only option. If there are no copies available you can join a waitlist. No waitlist is necessary for one hour loan ebooks.
One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.
Question from Sue: What does metadata mean? Lisa’s Answer: Metadata is data that describes other data. For example, the date of upload is metadata for a digital file that you find online. Metadata is often added by the person or institution doing the uploading to the Internet Archive. I like to search both “Metadata” and “text contents”.
Question from CA: Date filter really applies to date posted not date of item u r looking for….correct? Lisa’s Answer: In the case of genealogical documents, the date typically refers to the date of original publication rather than the date posted. You will find dates back into the 19th century in the filters.
Question from Mary: is there a print icon? I don’t see it. Lisa’s Answer: Instead of printing, look for the download options. Once downloaded to your computer, then you can print.
Click the options icon (3 dots in the round circle just below the Search icon) on the left side of the viewer to find the Downloadable Adobe files, or look for Download options below the item.
Question from Susie: Would this site have membership of Rotary clubs and such type groups? Lisa’s Answer: Absolutely! Search for “rotary club” and perhaps the name of the town or locality.
An example of a Rotary Club record from 1951 at the Internet Archive.
Question from Sally: Is broadest search METADATA? Does it catch everything? Lisa’s Answer: No. Metadata is the default. I would strongly advise running both Metadata and text context searches for your search terms.
Question from Amy: Lisa, do you know of a way to correct records that are incorrectly or in sufficiently tagged? Lisa’s Answer: To the best of my knowledge, you can only do that if you were the one who uploaded the item. If anyone else reading this has found a way to edit or tag other user’s items, please leave a comment below.
Question from John: You may have mentioned this but what is the difference between searching metadata or searching text? Lisa’s Answer: Searching metadata is only searching the data (like tags) that were added to provide more information about the item. A text context search will search all the text that was typed including the title and description. I recommend searching both ways. Keep in mind that not all user’s include detailed descriptions, which is why metadata is very important.
Question from K M: Why does Allen County Library have this archive? Lisa’s Answer: I think it may be because the Internet Archive provides affordable cloud storage which can be a big expense when offering online records.
Question from Karen: Lisa will you explain the download options? Lisa’s Answer: Options are based on the type of item. For print publications you will often find you can download the item as an EPUB, PDF, Full Text, etc. Download options can be found by scrolling down just below the item near the description and Views. You can also found download options for Adobe files while viewing the item in the viewer. Click the three dots in a circle icon just below the search icon.
Question from Barbara: Would audio include old local radio programs? Lisa’s Answer: Absolutely!
Question from Margaret: What about information on the Mayflower? Lisa’s Answer: Yes. Search Mayflower and then use the filters to narrow your results by Topic & Subject and by Year.
Question from Jeremy: Any pointers on Swiss Mennonites, Lisa? Lisa’s Answer: A search of Swiss Mennonites brings up 21 items, some of which look rather interesting. Otherwise, like with all genealogy research, formulating a more specific question can help you craft a better search query at the Internet Archive.
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