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.)
findmypast now has a Library Edition available within the United States. Patrons of subscribing libraries can now have access to their billions of records from England, Ireland, Wales, Scotland, Australia, New Zealand, Canada and the United States.
Exclusive access to the new PERiodical Source Index (now with images);
Most comprehensive Irish family history records in the world.
Findmypast’s version of PERSI, the Periodical Source Index, includes more than 2.5 million indexed entries from thousands of genealogical and local history publications–AND a growing number of digitized articles! Click here to read more about PERSI, which we love.
Here’s How You Can Use FindMyPast for Free
We asked Josh Taylor at FMP how subscribers and non-subscribers can use the Library Edition:
1) “FMP subscribers can login to their own accounts while at the library.”
2) “Also, library users who are not paid subscribers can create a free account that allows them to create a tree, store, and attach records they view while at the library. The free account works like a standard Findmypast account so can be used at home to access their tree (and even get automatic hints).”
We’ve blogged about the Hints feature here at Genealogy Gems.
Ready to do some library research? We’ve got more tips for you, like:
Use your iPad for Genealogy Research at the Family History Library.
Finally, here’s an important tip: let your voice be heard at your public library! They need to know how many people care about genealogy and family history. They need to know what databases you’re most interested in accessing. In an era of struggle for many public libraries, they have to prioritize their energies, so tell them what you want to learn!
Here’s our weekly list of new genealogy records online. Do any collections below relate to your family history? Please share with your genealogy buddies or with societies that might be interested! New this week are records for free people of color in Louisiana, Alabamans in the Civil War, British POWs from WWII (and allies), and deaths in Pennsylvania.
AFRICAN AMERICANS IN LOUISIANA. Louisiana State University recently launched a free “comprehensive digital collection,” Free People of Color in Louisiana, about “people of African descent who…were born free or escaped the bonds of slavery before it was abolished in 1865.” Included are a “four-volume ‘Register of free persons of color entitled to remain in the state’ (1840-1864), four different collections of emancipation records, which often include testimony regarding why the enslaved person was deserving of freedom and provide other information about the enslaved person and slave owner, and an extensive collection of indenture records (1809-1843) in which at least one participant…was a free person of color.”
ALABAMA CIVIL WAR SOLDIERS. This new index at Ancestry comes from a card file kept for many years by the Alabama Department of Archives and History regarding every person they found who served in (or was exempted from) the military during the Civil War. According to the collection description, “You might find birth, death, and military information (which sometimes includes portions of letters written during or after the war, information on which battles the soldier was engaged in, wounds, imprisonment, and other items). There are some women (laundresses and other occupations) in this database as well.”
BRITISH-DUTCH-AMERICAN-AUSTRALIAN WWII PRISONERS OF WAR. Findmypast subscribers now have access to a million “records of some of the most infamous POW camps of World War II….The records cover the period 1939-1945 and contain the names, ranks and locations of Prisoners of War, along with the length of time spent in camps, the number of survivors, details of escapees and the nationalities of prisoners. Britons represent the largest number in the collection, followed by Dutch, Americans and Australians. In addition to this type of data, the collection comprises 360,000 images, including pages from personal diaries and photographs.” These can be searched amongst the larger collection of Findmypast POW records.
PENNSYLVANIA DEATHS. Ancestry’s collection of Pennsylvania death certificates has recently been updated with additional indexed images. It now spans 1906-1963. Interestingly, “Records of stillbirths were required to be filed as both a birth and death record, so you may find records of stillborn children in this collection.”
It’s nice to share! Thank you for sharing this post with others. Help us spread the news about new genealogy records online!
The Genealogy Gems Podcast Episode 195 with Lisa Louise Cooke
In this episode, I’m celebrating the 100th episode of another podcast I host: the Family Tree Magazine podcast. So I’ll flashback to one of my favorite interviews from that show, an inspiring get-in-shape conversation for your research skills: how you can strengthen your research muscles and tone those technology skills to find and share your family history.
Genealogy Gems Podcast Episode 195
Listen now – click the player below
More episode highlights:
News on Chronicling America and Scotland’s People;
Comments from guest expert Lisa Alzo on millions of Czech records that have recently come online;
A YouTube-for-genealogy success story from a woman I met at a conference;
An excerpt from the Genealogy Gems Book Club interview with Chris Cleave, author of Everyone Brave is Forgiven;
Diahan Southard shares a DNA gem: the free website GEDmatch, which you might be ready for if you’ve done some DNA testing.
Though not fully indexed, the new Czech browse-only records number over 4 million. Click here learn how to use browse-only collections on FamilySearch.org.
“These records are a real boon for Czech researchers because at one time the only to get records such as these was to write to an archive and taking a chance on getting a response or spending a lot of money to hire someone to find the records or to travel there yourself to do research in the archives.
The church records contain Images and some indexes of baptisms/births, marriages, and deaths that occurred in the Roman Catholic, Evangelical Lutheran, and Reformed Church parishes, as well as entries in those registers for Jews.
Land transactions containing significant genealogical detail for a time period that predates parish registers. The collection includes records from regional archives in Opava and Tebo and from the district archive in Trutnov.
School registers contain the full name for a child, birth date, place of birth, country, religion and father’s full name, and place of residence.
While researchers should keep in mind that not everything is yet online, and FamilySearch will likely add to its collection, having these records from FS is an amazing resource for anyone whose ancestors may have come from these areas. And hopefully, there are more records to come!”
Story of My Life by Sunny Morton, life story-writing journal available as a print workbook and as a writeable pdf e-book
Genealogy Gems app users: For those of you who listen to this show through the Genealogy Gems app, your bonus handout is a PDF document with step-by-step instructions and helpful screenshots for Google image search on mobile devices. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users
Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. In the works: RootsMagic will be fully integrated with Ancestry.com, too: you’ll be able to sync your RootsMagic trees with your Ancestry.com trees and search records on the site.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/Lisa.
Review your search results especially those that pop up in the Images category.
Sunny Morton has get-in-shape advice for us from strengthening research skills to toning tech muscles–from the article “Shaping Up” featured in the March 2010 issue of Family Tree Magazine.
GENEALOGY GEMS BOOK CLUB:Everyone Brave is Forgiven, the best-selling novel by British author Chris Cleave. A love story set in World War II London and Malta. This story is intense, eye-opening and full of insights into the human experience of living and loving in a war zone?and afterward. Everyone Brave is Forgiven is inspired by love letters exchanged between the author’s grandparents during World War II.
The genetic genealogy community has a crush. A big one. Everyone is talking about it. “It has such great features.” says one. “It has a chromosome browser!” exclaims another. “It’s FREE!” they all shout. What are they talking about? GEDmatch. GEDmatch is a mostly free online tool where anyone with autosomal DNA test results from 23andMe, FTDNA, and AncestryDNA can meet and share information. All you need to do is download your data from your testing company and upload it into your newly created GEDmatch account.GEDmatch is set up just like your testing company in that it provides two kinds of reports: ethnicity results, and a match list. Remember that ethnicity results, meaning those pie charts that report you are 15% Italian and 32% Irish, are based on two factors: a reference population and fancy math. GEDmatch has gathered data from multiple academic sources to provide you with several different iterations of ethnicity reports. This is like getting a second (and third and fourth, etc) opinion on a science that is still emerging. It is a fun exercise, but will likely not impact your genealogy research very much. The more important match list does allow you to see genetic cousins who have tested at other companies. Of course, only those who have downloaded their results and entered them into GEDmatch will show up on your list. This means GEDmatch has the potential to expand your pool of genetic cousins, increasing your chances of finding someone to help you track down that missing ancestor. Many also flock to GEDmatch because they were tested at AncestryDNA and thus do not have access to a chromosome browser. A chromosome browser allows you to visualize the physical locations that you share with someone else. Some find this to be a helpful tool when analyzing their DNA matches (though in my opinion, it is not essential).GEDmatch also has some great genealogy features that let you analyze your pedigree against someone else’s, as well as the ability to search all the pedigree charts in their system so you can look specifically for a descendant of a particular relative.However, even with all of these great features, GEDmatch is still yet another website you have to navigate, and with that will be a learning curve, and certainly some frustration. So, is it worth it? If you are fairly comfortable with the website where you were tested, and you are feeling both curious and patient, I say go for it.It’s too much to try to tell you right this minute how to download your data from your testing site and upload it to GEDmatch. BUT you’re in luck, I’ve put step-by-step instructions for getting started in a FREE tutorial on my website at www.yourDNAguide.com/transferring.
Genealogy Gems Podcast turns 200: Tell me what you think? As we count down to the 200th episode of the free Genealogy Gems Podcast, what have been YOUR favorite things about the podcast? Any particular topics, interviews or segments of the show? What keeps you coming back? What would you like to hear more of? Email me at genealogygemspodcast@gmail.com, or leave a voicemail at (925) 272-4021, or send mail to: P.O. Box 531, Rhome, TX 76078.
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!
If you would love to take a genealogy travel adventure to your ancestral homeland, consider who might help you make it happen. Get inspired and ready with these tips!
“What I would really like to know is if you have any travel agent/agency that is great for Europe travel to do my own ‘Who Do You Think You Are.’ Any help or direction you can give would be much appreciated.”
I have just the thing for Joyce’s travel question! In the free Genealogy Gems Podcast episode 115, I interviewed Kathy Wurth, who specializes in family history tours of Europe. (You will find her contact information here on the show notes page for the episode.) Even if she doesn’t go to the locations you want to visit, I’m sure that she could help match you up with a travel consultant who does. Tell her “hi” for me!
Before you set off on your own genealogy travel adventure, get inspired and get ready! Here are some great resources for doing just that:
Get inspired! Listen to or read about these genealogists’ travel adventures to ancestral homelands that I’ve covered on Genealogy Gems in the past:
She Left Me the Gun: My Mother’s Life Before Meby Emma Brockes. An award-winning journalist tells the story of her discovery of her mother’s tragic childhood in South Africa. This is a genealogical journey, complete with trips to archives, poring over old court cases and dramatic reveals. This is the ultimate how-to book for exploring and sharing sensitive family stories because she shows you how it’s done. Listen to an excerpt of our interview with Emma Brockes on the Genealogy Gems podcast episode 174 and the full-length interview in Premium episode 118.
Three Slovak Women, Second Edition by Lisa Alzo. A popular genealogy expert’s story of three generations of Slovak women in the steel-producing town of Duquesne, Pennsylvania, and the love and sense of family binding them together. Click here to hear Lisa in the free Family History Made Easy podcast talk about her reasons for researching her family history and what she’s learned along the way, including in her travels in Eastern Europe.
If you want to take a genealogy travel adventure–or invite someone else to–please share this article with them! Just email a link or It’s easy, it’s free–and maybe you’ll pick up a travel companion! Happy travels!
YouTube video with Robyn’s father: 
MyHeritage.com
The genetic genealogy community has a crush. A big one. Everyone is talking about it. “It has such great features.” says one. “It has a chromosome browser!” exclaims another. “It’s FREE!” they all shout. What are they talking about? 
by Lisa Alzo. A popular genealogy expert’s story of three generations of Slovak women in the steel-producing town of Duquesne, Pennsylvania, and the love and sense of family binding them together. 
