The Genealogy Gems Podcast episode 193 is ready for listening! It’s packed with genealogy news you can use; inspiring tips from listeners and experts and the NEW Genealogy Gems Book Club pick.
Ready to tune in the newest episode of The Genealogy Gems Podcast? Episode 193 offers a true “variety show” of news, listener comments and expert insights. Your DNA Guide Diahan Southard weighs in with a key principle for genetic genealogy: helping you understand the not-quite-so-simple relationship between your genetic family tree and your genealogical family tree.
Speaking of the Book Club, this episode also announces a brand new featured book. It’s another novel about love and war by a British author. But it’s a different war, a different kind of love story and a VERY different way of telling the story! Click to the podcast episode for the “big reveal.” I will tell you this: Gems audio editor Vienna Thomas just remixed our upcoming interview with the author and she LOVED it! She said now she can’t wait to read the book.
The FREE Genealogy Gems Podcast has been entertaining audiences on the “internet airwaves” for years! Nominated last year for the first-ever Academy of Podcasters awards, the show has had more than 1.75 million downloads worldwide. Host and producer Lisa Louise Cooke is loved for her warm conversational style, inspiring family history stories and the expert genealogy tips she threads into each episode–especially the tech tips we all need to keep up with the fast-paced and exciting world of genealogy.
Thanks for listening! And thanks for recommending The Genealogy Gems Podcast to your genealogy buddies. You’re a Gem!
Early American Ancestors Research Elevenses with Lisa Episode 33
Lindsay Fulton, VP New England Historic Genealogical Society (NEHGS)
In this episode we head back to 17th century New England with Lindsay Fulton of the New England Historic Genealogical Society and AmericanAncestors.org
Lindsay Fulton is with American Ancestors and New England Historic Genealogical Society where leads the Research and Library Services team as Vice President. She is a frequent contributor to the NEHGS blog and was featured in the Emmy-Winning Program: Finding your Roots: The Seedlings, a web series inspired by the popular PBS series “Finding Your Roots.”
Watch the video and follow along with the show notes below as we cover how to get started researching our early American ancestors. Lindsay will also provide her top genealogical resources.
Getting Started with Colonial-Era Research
During this period of American history, New England includes:
Connecticut
Maine
Massachusetts
New Hampshire
Rhode Island
Vermont
To get started in Colonial-Era genealogical research, Lindsay says the first thing you need to do is put your ancestors into an historical context:
When did they arrive in New England?
Where did they migrate to?
Significant dates and events at this time include:
The Mayflower’s arrival in 1620
The Great Migration: 1620-1640, with the peak years between 1633 and 1638.
The Civil War in England, which slowed migration.
Turn to the book The Expansion of New England, The spread of New England Settlement and Institutions to the Mississippi Rover 1620-1865 by L. K. Mathews. Published in 1909 this important book includes 30 to 40 historical maps.
More Resources for 17th Century American Genealogy Research
Book: Genealogists Handbook for New England Research, 5th Edition. Edited by Michael J. Leclerc. This book includes important detailed information on towns, cities, and states. It will help you determine where to look for records during a given timeframe.
Resources at the American Ancestors website
AmericanAncestors.org > Town Guides (Free)
AmericanAncestors.org/town-guides/ for New England
Early New England Finding Aids
Finding Aids provide a comprehensive list of all the available records for a person / family.
The first place to look for people settling in New England prior to 1700: New England Marriages Prior to 1700 by Clarence Almon Torrey. This book includes scholarship prior to 1962. Learn more about it here.
The next place to look: Founders of Early American Families by Meredith Colkert. Scholarship goes a little further than 1962 and ventures beyond New England. This book covers 1607-1657.
The next place to look: New Englanders in the 1600s, A Guide to Genealogical Research Published Between 1980 and 2010 by Martin E. Hollick. At the beginning of the book there is a key to all of the original sources. For example, TAG refers to The American Genealogist.
From Lindsay: “The thing about 17th century research, like a said at the beginning, the most studied people on the planet. So, don’t reinvent the wheel, don’t drive yourself crazy trying to find all of this information on your own. You have to stand on the shoulders of those who have come before you. There are all of these people who have done all this research before. Please look at first. Always look at with a little bit of hesitation because there’s always possibilities that mistakes were made. But at least take a peek at what’s already been done first!”
Colonial-Era Study Projects
The first example that Lindsay provided of a study project for early American ancestors is the Great Migration Study Project (searchable online database at AmericanAncestors.org)
Directed by Robert Charles Anderson, FASG
Started in 1988
Genealogical and biographical sketch for immigrants to New England from 1620 to 1640
Fourteen published volumes
Newsletter (bound versions available)
Tours and other educational programs
Searchable online databases
Published Volumes:
The Great Migration Directory, Immigrants to New England, 1620-1640
The Great Migration Begins: Immigrants to New England 1620-1633 (3 vols.)
The Great Migration: Immigrants to New England 1634-1635 (7 vols.)
The Pilgrim Migration: Immigrants to Plymouth Colony 1620-1633
The Winthrop Fleet: Massachusetts Bay Company Immigrants to New England 1629-1630
The Great Migration Newsletter, vols. 1-20
The Mayflower Migration: Immigrants to Plymouth, 1620
Those who are included in the study project:
If person appeared in a record
Direct or indirect implication of arrival
Appearance of an immediate family of a person known to have arrived
Genealogical and biographical sketch for those who married in New England from 1641 to 1700
Grouped by year of marriage
Two published volumes
Searchable online database
New sketches posted online
Who is included:
Using Clarence Almon Torrey’s New England Marriages Prior to 1700 as guide
Anyone who married in New England in this time period and included in Torrey
Compiled New England Genealogies
There are millions of compiled genealogies available for early American ancestors. Lindsay discussed three publications (available in book form) that are state specific:
Pioneers of Massachusetts 1620-1650 one of many book by Charles Henry Pope
New England Historical and Genealogical Register (published since 1847)
New York Biographical & Genealogical Record
The Mayflower Descendant
The American Genealogist
and more!
These can be searched on AmericanAncestors.org: Database Search > Select the Category Journals and Periodicals, and then scroll through all of the available items. They are fully searchable. You will be able to see the actual record. You can download and print the items.
Mayflower Research Resources
The Silver books and the Pink books done by the General Society of Mayflower Descendants. It’s looking at those passengers with known descendants. These are only available currently in book form. If you are interested in applying to the Mayflower Society, they accept these as original records. You can cite the pages. (Learn more about Mayflower related resources at American Ancestors.)
Mayflower Families 5th Gen. Desc.
Available at AmericanAncestors.org
Index of all the 5th Generation descendants,
their spouses and children
If you click Mayflower Families Fifth Generation Descendants, 1700-1880, it will take you to a search page where you can search by names and years, or search by volumes. It will bring up all of the available records.
General Society of Mayflower Descendants (GSMD) Membership Applications, 1620-1920
New – available soon. Only on AmericanAncestors.org
Contains all Mayflower Society Applications for applicants born before 1920. Approximately ~30,000 applications
All data indexed for each generation
Available to: American Ancestors & NEHGS Members, FamilySearch Affiliate members, and GSMD Members.
New England Genealogy Records
When doing New England genealogy research look for the following records:
Vital Records
Church Records
Cemetery Records
Probate Records Court Records
Town Records
Military Records
Notarial Records
Usually you’ll be looking at the town level. This is why you must know where your ancestors were living, and what the place was called at that time, and what the borders were.
Be sure to check out 17th-Century New England Research page at the American Ancestors website for more New England tips, tricks and strategies.
Answers to Questions about Early America Genealogy Research
You can schedule a consultation with an expert genealogist on staff at NEHGS.
Length: 30 minutes to 2 hours
Conducted over Zoom or over the phone. A recording is provided.
Contact: research@nehgs.org
Fee: $85 (members) or $105 (non-member)
More on Using the American Ancestors Website
Premium Podcast episode 177 (Genealogy Gems Premium Membership is required.) In this episode we explore the New England Historic Genealogical Society’s American Ancestors website with Claire Vail, Director of Creative and Digital Strategy for the New England Historic Genealogical Society.
Answers to Your Live Chat Questions About Colonial American Genealogy
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.
From Susan W: Is there a source for Rhode Island? (I’m not sure if she was thinking about one particular resource you mentioned or generally. Perhaps she just needs a RI finding aid?) From Lindsay: Yes! American Ancestors-NEHGS has a fantastic guide to Rhode Island research, which you can access with a free guest membership here.
From Cindy A: What percentage of the items you showed would require a paid membership? From Lindsay: The majority of the databases shown are included as a benefit of membership with American Ancestors-NEHGS, but if you are interested in Colonial American genealogy, you should consider membership. We have hundreds of databases that will help you to discover more about your 17th and 18th Century ancestry. You can learn more about these databases (and books in the library) with a free guest membership.
From Sue M: What resource was Nathan Snow in. He’s related to my BATES family. From Lindsay: Nathan Snow was included in the American Ancestors-NEHGS database, Mayflower Families Fifth Generation Descendants, 1700-1880. This database supports the following searchable fields: First and last name, Year, Record type, Location, Family member names: Spouse, Mother and Father (where available), Keyword – for names in the lineage text of direct descendants.
From Kathy M: Excellent. Can you comment on both land inheritance (i.e. did it follow English primogeniture) and on best sources for finding 1600 female ancestors’ family names. From Lindsay: Alicia Crane Williams wrote a blog post about this entitled, Probate records: Part One, where she states, “for the most part, a testator could leave anything to anyone, unless they were dealing with colonies such as Virginia that followed the laws of primogeniture where all real estate was left to the oldest son. This did not apply in New England, although it was customary to follow the legal model of giving a double share to the oldest son. A legitimate heir who was left out of a will could potentially contest it in court, thus the bequests of one pound or one dollar to cover any claim that someone had been accidentally forgotten.” For more information about land inheritance in New England (and the U.S.), you should examine Wade Hone’s Land & Property Research in the United States. It is an excellent deep-dive into land records. As for female ancestors’ family names in the 1600s, I would recommend examining Torrey’s New England Marriages and Hollick’s New Englanders in the 1600s. Those are the two best places to start your search for the ladies in your family (I covered these in the episode too).
From Louann H: Suggestions for time period 1660-1776? From Lindsay: Many of the resources discussed during the presentation covered the 17th century, and would be your best bet for resources for 1660-1700. You can learn more about these databases (and books in the library) with a free guest membership. After 1700, there are few compiled resources similar to the Great Migration Study Project; however, you could start with a search of the American Ancestors-NEHGS Library catalog. We have thousands of published genealogies that may cover your family history in the first half of the 18th Century.
From Jane C: This has been wonderful, doing Mayflower research. What are Notarial Records? From Lindsay: Notarial records are a private agreement written by a notary in the form of a contract. Some of the most common ones are marriage contracts, wills, estate inventories, leases, and sales contracts. While they were not common record keeping practices in New England and New York, notarial records were plentiful in Quebec. You can learn more about them by watching our free webinar called Navigating Notarial Records in Quebec.
News You Can Use: Google Photos Update
Google Photos is currently the home of more than 4 trillion photos and videos of users around the world. According to Google, 29 billion new photos and videos are uploaded every week. They just announced that starting June 1, 20201 “all new photos and videos backed up in High Quality will count toward the free 15 GB of storage that comes with your Google account or any additional storage you may have purchased, the same way other Google services like Google Drive and Gmail already do.”
In that episode we discuss that “High Quality” is the slightly compressed version of images and videos and “Original” quality are full size, uncompressed images and videos. In the past you could upload “High Quality” for free.
All “High Quality” content uploaded before June 1, 2021 is exempt from counting against your storage. On that date they plan to launch a new storage management tool that they say will help you easily identify items you’re currently storing that you may want to remove if they are low quality or otherwise unwanted. This will help you reduce the amount of storage you use.
If you don’t want to pay for additional storage, here are some tips:
Use Google Photos as a tool for specific projects rather than a complete storage system.
Turn off auto-sync of your photos from your phone and other devices.
Carefully select and manually add images and videos.
Many American families have a tradition of Native American ancestry. Now, Fold3.com has made access to their Native American records collections free between November 1 and 15th. Here are the step-by-step instructions you need to know to effectively navigate the Eastern Cherokee Applications collection at Fold3.com.
Original image provided by Boston Public Library via Flickr at https://www.flickr.com/photos/24029425@N06/5755511285.
Our Purpose
Our goal is to open the doors to using all types of available genealogical records, and provide you with the skills to explore them with confidence. Our Genealogy Gems team is excited to share with you the opportunity to utilize the free access to Native American records on Fold3.com. While it can be difficult and confusing to know how to navigate these important records, this post will provide you with information to get you started and to feel a little more comfortable jumping in! Now, let’s get started.
Eastern Cherokee Applications Collection for Native American Research
The Eastern Cherokee tribe sued the United States for funds due them under the treaties of 1835, 1836, and 1845. [1] Applicants, or claimants, were asked to prove they were members of the Eastern Cherokee tribe at the time of the treaties, or descended from its members. [To learn more about the lawsuits and allocations, read “Eastern Cherokee Applications of the U.S. Court of Claims, 1906-1909,” in .pdf form provided by the National Archives and Records Administration.]
The courts ruled in favor of the Eastern Cherokees and the Secretary of the Interior was tasked to identify the persons entitled to distribution of funds. The job of compiling a roll of eligible persons was given to Guion Miller.
It is interesting to note that the funds were to be distributed to “all Eastern and Western Cherokee Indians who were alive on May 28, 1906, who could establish the fact that at the time of the treaties, they were members of the Eastern Cherokee tribe or were descendants of such persons, and that they had not been affiliated with any tribe of Indians other than the Eastern Cherokee or the Cherokee Nation.” [Source: page 4, 3rd paragraph of NARA document Eastern Cherokee Applications of the U.S. Court of Claims, 1906-1909.]
The collection at Fold3 titled “Eastern Cherokee Applications” contains these applications submitted to prove eligibility. [Important: Because this act was about money allocation and individuals filling out these applications would have received money if approved, this may raise the question, “Did our ancestor have a reason to lie or exaggerate the truth so that they might be awarded funds?” Further, the Genealogy Standards produced by the Board for Certification of Genealogists (BCG) reminds us: “Whenever possible, genealogists prefer to reason from information provided by consistently reliable participants, eyewitnesses, and reporters with no bias, potential for gain, or other motivation to distort, invent, omit, or otherwise report incorrect information.” [2] In this case, those filling out the Eastern Cherokee Applications did have potential for gain. So, be sure to take any genealogical data, like names, dates, and places, with a grain of salt and find other documentation to back-up the facts.]
The first step in locating whether your ancestor applied is to check the index. If you are not a member of Fold3.com, you will first need to go to www.fold3.com. Click in the center of the homepage where it says, “Free Access to Native American Records.” Next, on the left you will see “Records from Archives.” Go ahead and click that.
From the list now showing on your screen, choose “Eastern Cherokee Applications.” Then click “learn more” at the bottom right of the collection description.
From the new screen, choose “Browse by title.”
Notice, there are two general indexes. The first choice is for surnames between the letters of A and K, and the second general index is for the letters between L and Z. The index is alphabetical by surname.
Scroll through the digital images of the index and find the surname of your targeted ancestor. For example, my ancestor’s last name is Cole.
You will see the state they were currently living in and a number listed to the left of each name. This number is what you will need to find the application of your ancestor. In the example here on the left, Anderson Cole’s number is 31697. Though the step of using this index could be omitted, I wanted you to know how to use it.
Anderson Cole’s name appears on the General Index of the Eastern Cherokee Applications.
Armed with this number as confirmation, let’s go back to the list of options and this order medication online for pain time, choose Applications.
Applications are broken down by the first letter of the surname, so in my case, I would click on the letter C and then from the new options list, click the appropriate indicator until I reach Anderson Cole.
Anderson’s application is eight pages, however applications vary in size from fewer than eight to several more.
From Fold3.com, you can see each page of the application. Some of the information you may find on the applications include, but is not limited to: name, birth date and location of applicant, names of parents and siblings, name of spouse and marriage date and place, tribe affiliation, Cherokee name, grandparents names, and residences.
The application was sent in to the Commissioner of Indian Affairs and then it was decided whether the applicant was eligible or not.
Lies and Rejection
Anderson Cole’s Eastern Cherokee Application was rejected but held genealogical data.
In Anderson Cole’s case, he was rejected. This is found on the very first page of the application. In other words, the commission did not find him able to prove his relationship with known members of the Eastern Cherokee tribe and therefore, he was not given any allotment of money. This rejection neither proves or disproves whether Anderson was of Native American descent. However, it does suggest that something in his lineage was questioned.
Further, when reviewing the information recorded on any genealogy record, we must ask the question, “Did this person have any reason to lie?” When money is on the line, lying is always a possibility. According to further research, it appears Anderson either lied, omitted details, or was seriously mistaken about many names and dates of close family members. Even then, there are some great hints within the pages of his application and I was happy to find it.
Additional Information in the Eastern Cherokee Applications
In addition to an application being filed for our ancestor, if the ancestor had children under the age of 21, they may have also applied in behalf of the child as a Cherokee Minor.
Anderson’s son, W.T. Cole, applied under the same application number as Anderson. I found his application in the last pages of Anderson’s file. This type of record is direct evidence of a parent/child relationship and can be a wonderful substitute when other vital records can not be located. However, direct evidence (which is anything that directly answers a specific question…like ‘who are the parents of W.T. Cole?’) does not have to be true. In this case, just because Anderson says his son is W.T. Cole, doesn’t mean it is absolutely true. We should always find other records or evidence to back up our findings.
How is the Roll of Eastern Cherokees Different from the Eastern Cherokee Applications?
You may have noticed that besides the Eastern Cherokee applications and general index, there is also a record set titled “Roll of Eastern Cherokees.” Another name for this roll is called the Guion Miller Rolls. This is a roll, or list, provided by commissioner Guion Miller of all those who were approved to receive the allocated money. [We will be discussing the Guion Miller Roll Collection from Fold3 in a later blog post. Be sure to sign-up for our free newsletter so you don’t miss it!]
Anderson Cole and his son do not appear on this Roll of Eastern Cherokees. If however, your ancestor does, additional information on this roll could include application number, the names of minor children, ages of all parties, current residence, and a death date.
A partial page of the Roll of Eastern Cherokee found online at Fold3.com.
More on Native American Research
Using Native American collections for genealogy research can be challenging. We hope this has helped you to better understand the ins and outs for using the record collections at Fold3. For even more helpful tips, read:
Stay tuned as we bring you additional instructions for exploring the Guion Miller Roll and Indian Census Rolls at Fold3.com in the days to come. Sign up for our free Genealogy Gems newsletter for our upcoming posts on this important subject.
Article References:
[1] “The U.S. Eastern Cherokee or Guion Miller Roll,” article online, FamilySearch Wiki (https://familysearch.org/wiki/en/The_U.S._Eastern_Cherokee_or_Guion_Miller_Roll : accessed 1 Nov 2016).
[2] Genealogy Standards, 50th anniversary edition, published by Board for Certification of Genealogists, 2014, standard 39, page 24.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
Watch episode 71
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.
Three ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player above. 2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 3. Video Player above (Replay) – Available immediately after the live premiere and chat.
Episode 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisaepisode 7.
Conclusions added to Master Genealogy Database (Software on your computer)
Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
Archival Paper Storage (your binders.) See episode 6(Paper Archiving)
Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)
Incoming Genealogy Sources
Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:
Items I’m exploring for the potential application to my current research project
Items pending analysis
Unproven items
Items playing a role in a bigger research question that I want all together for now.
Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
Capture and hold items
search and retrieve more effectively than on my computer thanks to OCR (subscription)
work my genealogy research plan
easily collaborate with another researcher by sharing a single link
Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
Example:Items pertains to my family but not part of my current research project.
Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
Items to I want to keep that have been processed.
Digital scans of visual items. Examples: Family Photos, old postcards
Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
How to save a document image to your hard drive from Evernote.
You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!
How Do I Find It Later?
My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).
“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke
When I want to refer back to one of those sources I would look in one of three places:
My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
Evernote (particularly if the source is part of my current research plan.)
The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
Final Thoughts
Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.
Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)
The Genealogy Gems Podcast episode 193 is ready for listening! It’s packed with genealogy news you can use; inspiring tips from listeners and experts and the NEW Genealogy Gems Book Club pick.
My favorite segment in The Genealogy Gems Podcast episode 193 actually comes from Lisa’s listener mailbox, though. This listener responded to The Genealogy Gems Podcast episode 192 with a tip of his own on the U.S. Public Records Index, some great sleuthing on his part into an adoption mystery in his family and even his own research into the area of Sussex, England, which Lisa highlighted in the show in connection with The Summer Before the War, the previous Genealogy Gems Book Club title.
Speaking of the Book Club, this episode also announces a brand new featured book. It’s another novel about love and war by a British author. But it’s a different war, a different kind of love story and a VERY different way of telling the story! Click to the podcast episode for the “big reveal.” I will tell you this: Gems audio editor Vienna Thomas just remixed our upcoming interview with the author and she LOVED it! She said now she can’t wait to read the book.
The FREE Genealogy Gems Podcast has been entertaining audiences on the “internet airwaves” for years! Nominated last year for the first-ever Academy of Podcasters awards, the show has had more than 1.75 million downloads worldwide. Host and producer Lisa Louise Cooke is loved for her warm conversational style, inspiring family history stories and the expert genealogy tips she threads into each episode–especially the tech tips we all need to keep up with the fast-paced and exciting world of genealogy.
