10 Questions to Rate Your Readiness for Genealogy Research Success

Elevenses with Lisa Episode 39 Show Notes

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 How Alice 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!

Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.

Free Genealogy Forms at Ancestry
Here you’ll find several common and helpful genealogy forms including:

  • Ancestral Chart
  • Research Calendar
  • Research Extract
  • Correspondence Record
  • Family Group Sheet
  • Source Summary
  • US, UK And Canadian Census Forms

5. Have you established Your Filing System?

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 Lisa Episode 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)
  • Location

Example: 1920_robert_m_springfield_oh

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
  • extra ink
  • 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 Backblaze for computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:

backblaze server podcast

Image courtesy of Backblaze.

I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html 

Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:

  • What is cloud backup?
  • Why should I use cloud backup?
  • How does cloud backup work?
  • Is cloud backup safe?
  • What should I look for when selecting a cloud backup service?
  • My personal cloud backup choice

10. Have you scheduled ongoing education time?

Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.

Thank you for making Elevenses with Lisa and Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!

On the Genealogy Gems YouTube channel:

  • Click the Subscribe button
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    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

  1. Have you selected a place to start?
  2. Have you developed a project research question?
  3. Do you have a Research Plan for your genealogy project?
  4. Do you have the research forms you need?
  5. Have you established Your Filing System?
  6. Do you have the supplies you need on hand?
  7. Have you settled on a file naming scheme?
  8. Are you prepared to make copies?
  9. Is your computer backed up to the Cloud?
  10. Have you scheduled ongoing education time?

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Let us know if you found this video and article helpful. I’d also like to hear from you about the topics you would like to learn more about in future episodes. Thanks!

 

How to Find Enumeration District Maps

Looking for enumeration district maps for the U.S. Federal Census? You’re not alone!

1940 Census Enumeration District Map, Oklahoma, Wagoner County, http://research.archives.gov/description/5836456

Recently Genealogy Gems podcast listener Michelle in Denver, Colorado, wrote in with this question:

“Where can I find individual enumeration district maps? I don’t need a state-wide map showing the divisions between enumeration districts, but a map showing the numbered households within a single enumeration district.”

My answer: How to find Enumeration District Maps

First, here’s a little back story from the National Archives (U.S.) website:

“An enumeration district, as used by the Bureau of the Census, was an area that could be covered by a single enumerator (census taker) in one census period. Enumeration districts varied in size from several city blocks in densely populated urban areas to an entire county in sparsely populated rural areas.

Enumeration district maps show the boundaries and the numbers of the census enumeration districts, which were established to help administer and control data collection. Wards, precincts, incorporated areas, urban unincorporated areas, townships, census supervisors` districts, and congressional districts may also appear on some maps. The content of enumeration district maps vary greatly.

The base maps were obtained locally and include postal route maps, General Land Office maps, soil survey maps, and maps produced by city, county, and state government offices as well as commercial printers. Census officials then drew the enumeration district boundaries and numbers on these base maps.” (Check out the full article here.)

Enumeration district maps are not available in all years and all locations. 1940 ED maps are available on the National Archives (U.S.) website. (Scroll down to item 3 for instructions on getting to these through the Online Public Access search.) You’ll see that only the enumeration district numbers and street names are marked on the maps. Individual homes are not.

You might be wondering, are there enumeration district maps before 1940? They are limited but the answer is yes. Enumeration District maps are also available for the 1900 through 1930 censuses. You can browse and download the maps for free at FamilySearch. Search for title The United States enumeration district maps for the twelfth through the sixteenth US censuses, 1900-1940.

For censuses before 1900, the government used voting districts as enumeration districts. Find voting district maps in the Library of Congress book, Ward Maps of the United States : A Selective Checklist of Pre-1900 Maps in the Library of Congress.  (The links here lead to WorldCat search results for these titles. WorldCat will tell you about libraries that have these books.) 

Next, turn to the book Cartographic Records of the Census Bureau for a listing of maps available back into the 19th century at the National Archives. It’s available as an ebook which you can read online or download for free from Google Books. This book is an invaluable resource for finding much early maps at available at the National Archives on microfilm. 

 

Enumeration District (ED) Map Finder

If you just want to find the enumeration district number of an address you already know, go to the Unified Census ED Finder at Steve Morse’s One-Step genealogy website.

At the top of the Unified Census ED Finder page start by selecting the census year (currently 1870 through 1950.) Next, enter as much information as you know about the location such as the county. Select the city from the list of cities displayed. You will then be able to enter street-level information. If you select “other” from the city list, you can then type in the city or town name. Continue to follow the prompts and instructions. 

Here are a few more things to keep in mind as you find and use ED maps:

In cities,  there are often two columns of numbers in the census population enumeration (typically on the far left of the page). There’s house number and the number representing the order in which the enumerator visited the house (which has nothing to do with the house number). If you can’t find a relative in once census, pull the address from one census and use it in the Steve Morse database above to pull up the enumeration district for your missing decade.

Sanborn Fire Insurance Map for Genealogy

Sanborn Fire Insurance Maps can be helpful when searching for old Enumeration District Maps.

Depending on the year you are researching, try to locate a Sanborn fire insurance map for the area.  Sanborn maps do include drawings of individual homes and include their house number. Genealogy Gems Premium Podcast Episode 47 is all about Sanborn fire maps. On the show notes page I even include a list of links to many Sanborn map collections, organized by state.

Final Thoughts: The Newest ED Maps Available Online

The 1950 enumeration district maps are now available for free online. Read my article The 1950 Census for Genealogy and watch the video to learn how to access them for free. 

 

 

Start Your Canadian Genealogy Research: Library and Archives Canada

Jump start your Canadian genealogy research and celebrate Canada’s 150th birthday! Here are tips for you to start your Canadian genealogy research. Already started? Take it to the next level with resources at Library and Archives Canada.

Canadian genealogy tips

Canadian genealogy researchCanada is celebrating 150 years of nationhood in 2017! To join the party, I invited Claire Banton from Library and Archives Canada to the Genealogy Gems podcast episode 199. We had a great chat about Canada’s history and its planned year-long celebration. And of course, our conversation quickly turned to tips for exploring your Canadian roots at Library and Archives Canada.

Quick Tips for Canadian Genealogy Research

You can listen to our entire conversation for free in episode 199, but here are some quick take-away tips:

research Canadian genealogy

Claire Banton obtained her Masters of Library and Information Studies degree in 2006. She has worked in Reference Services at Library and Archives Canada for 10 years, where she has enjoyed learning something new every day. She is currently Chief, Orientation Services, where she works with an awesome team who help people search for information. She loves being an information detective and helping people overcome their research challenges.

1. Library and Archives Canada is very different from the average library.
It is both a national library (search the library catalog here) and a national archive (search the archival catalog here). And you don’t even have to have an account to search.

2. Start with the LAC website genealogy resources page whether you plan to visit in person or not.
You’ll find loads of free databases and some digitized records that haven’t been indexed yet, but are ripe for browsing. The topics page will tell you more about what is available for Canadian genealogy.

3. Familiarize yourself with the history of border crossings.
There was no border control from the US to Canada prior to 1908, so that means there are no Canadian records of earlier crossings. However, there is a database containing an index of aliens and citizens crossing into the U.S. from Canada via various ports of entry along the U.S.-Canadian border between 1895 and 1956 at FamilySearch.org and Ancestry.com.

4. Call LAC directly for quick Canadian genealogy answers.
Schedule a Skype call with a genealogy expert to get a more in depth answer. (This is awesome – well done LAC!) Set the expert up for success and get the most out of your call by providing background information ahead of time.

Click here to explore (and join) Canada’s 150th birthday celebration!

More Canadian Genealogy Tips

Search Canadian Passenger Lists for FREE at Library and Archives Canada

Here’s Why Quebec Church Records are a Great Place to Look for Ancestors 

Canadiana: Canadian Digital Archive and Portal to the Past

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