Recently I heard from Jane, a Genealogy Gems Premium subscriber in Canada, who needs a genealogy research plan! She’s researched on Ancestry.ca,Scotland’s People, the Free English BMD Index, FamilySearch and joined her local society. But she’s not sure where to go next with her research–there just are SO many options! If this sounds familiar, check out her question and the advice I gave her:
“I often end up wandering around in circles and mazes as one thing leads to another, and another, and … I am sure you know what I am talking about. I seem to be jumping back and forth between my Dad’s family, my Mom’s family, their families, etc. until there are times that I find myself at a certain point, only to wonder ‘Where was I going with this?’ I’m now wondering if I would be best to take it one person at a time – to find out as much as I can about that person in that point of time, before going on to another. I have started trying to make notes…but find that I end up hopelessly out of order and lost. Any advice would be appreciated! Help!!!”
My Answer: A Genealogy Research Plan to Deal with the Chaos
“You are not along in this genealogical dilemma! It’s easy to let the records start to take over and lead you around. Set a goal or a genealogy research plan – define what it is you want to know. It might be something very specific about a particular ancestor, or it might just be to fill in the blanks on one particular family. Early in my research I focused on one grandparent, and working backwards, I would strive to fill in all the blanks on that person, then their parents, then their siblings. I wouldn’t “leave” that family until I felt that I had filled in as much of the family group sheet as possible. (We have sort of lost track of the “family group sheet“ in this technological age. But it is an excellent tool for keeping you on track and focused on the blanks that need to be filled.)
An additional strategy is to have a process for dealing with information that is a bit off your current track. Often we feel like we have to pursue it or we’ll lose it. I like to use Evernote (free at Evernote.com) to capture data that I’m not ready to deal with right now, but definitely want to pursue later. I create an Evernote “notebook” for that family surname, and a note book called “future research.” Drag and drop “Future Research” onto the family surname notebook which will create a “stack.” Now you can create notes and drop them into the “Future Research” notebook which is inside the applicable family. Add tags to your note like “newspaper,” “death record,” etc. and some good searchable keywords so that the note will be easy to find when you need it. Now you can capture the item, file it away, and stay focused on the task at hand. Whenever you’re ready to ask a new question, open that Future Research notebook. Use what’s there to inspire the next phase of your genealogy research plan.”
If you would like to learn more about using Evernote for genealogy, I have a quick reference guide in my store that will work wonders in keeping you organized. It’s available for both Windows and Mac, and in both PDF and laminated print format.
Your questions are always welcome! Contact me by email, or leave a voice mail at (925) 272-4021 and you may just hear yourself on the show.
One of the most important things we do as genealogists is share! We share research findings, family stories, trees, heirloom photos and more. These days, sharing online is often the way to go. It’s fast, it’s relatively organized, it gets things into the hands of those who want them and (often) it’s free!
To wrap this series of blog posts on collaborating, I offer 4 ways to share genealogy online (in addition to Dropbox and Evernote, which we discussed in previous posts).
1. Attach scanned documents, photos and stories to your online tree.Whether you keep a tree at MyHeritage, Ancestry, FamilySearch or another site, beef it up with everything you have. That only enriches the body of knowledge out there and gives others a leg up on the next bit of research. You can also include links to applicable notes in Evernote.
2. Post gravestone photos and other burial information at online cemetery sites.BillionGraves and Find A Grave are the two big ones, of course. These sites provide searchability and a platform for collaboration between descendants.
3. Post meaty queries that show what you know and what your questions are.RootsWeb and USGenWeb are two enormous sites, organized by location and topic, where you can post questions about people, places and more. Check out this page on how to write a good query and this Cyndi’s List portal to various message boards. TIP: Remember to include all important related keywords, name and location spellings, and dates in your messages so they are easily found by your long lost cousins using Google!
4. Publish your research. Genealogy newsletters, magazines and journals of all levels (from the local to the national and beyond) want your well-researched, well-written research. What’s a chunk of research you could share? Look for publications that are indexed in PERSI, the Periodical Source Index, because other genealogists are most likely to find your work when it’s indexed there. Of course, family history websites, blogs and books are all great ways to publish your research, too. Just get it out there!
As the online genealogy community continues to grow, our opportunities to grow bigger, better family trees also grow. So my question to you is: What do you have to share? And have you begun?
Check out the magazine article that inspired this series of posts on collaborating. It’s “Teaming Up,” and it appears in the December 2013 issue of Family Tree Magazine. Sharing genealogy files is just one topic we cover. The article itself was a cross-country collaboration between myself and Genealogy Gems Contributing Editor Sunny Morton. To write it, we relied on a lot of the same tips and tools we recommend!
Finally, check out my previous blog posts in this mini-series on collaboration:
Genealogists need to know a few things in order to create the highest-quality digital files that they can pass along to future generations. Things like:
best practices for preserving a variety of files types
understanding the best way to scan documents and photos that will endure the test of time.
efficient, automated file backup and storage practices that involve little or no effort.
In this episode of Elevenses with Lisa, Mike Ashenfelder will share how you can apply these professional best practices to your precious files and get them in great shape.
Episode 75 Show Notes
(Get your ad-free Show Notes Cheat Sheet at the bottom of this page in the Resources section.)
Genealogists need to know a few things in order to create the highest-quality digital files that they can pass along to future generations. Things like:
best practices for preserving a variety of files types
understanding the best way to scan documents and photos that will endure the test of time.
efficient, automated file backup and storage practices that involve little or no effort.
In this episode Mike Ashenfelder shares how you can apply these professional best practices to your precious files and get them in great shape.
Changing Digital Formats and Technology
Remember cassette tapes, 8-track tapes, long-playing vinyl albums, 78s, or how about even cylinders? The changing formats of audio over the years is a prime example of how technology keeps changing. And that change forces us as family historians to change too.
Large cultural institutions are faced with the challenge of continually changing digital formats and technology as well. According to Mike Ashenfelder, “it’ll continue to evolve…technology evolves.
Your digital camera takes JPEG photos for instance. My iPhone’s camera, it takes something called .HEIC. I’ve never heard of that up until we got this new camera. But it’s another contender, and there will no doubt be another one further down the road.
The point of my book is that you should save all files in the highest quality, so that you can pass them along to future generations. And yeah, there will always be new software, there will always be new files to save something might be better than .GEDCOM files (for genealogy). You never know. But basically, it comes down to saving, organizing and preserving things as best you can.”
Because file formats will continue to evolve, like archivists at large institutions such as the Library of Congress, it’s critical that family historians keep their eye on the latest standards and take steps to keep up before their current media is obsolete.
Digital Preservation at the Library of Congress
According to Ashenfelder, the Library of Congress received a large government grant in 2000 to study digital preservation and how other institutions were handling it. They pulled in other institutions and shared information. In the end, they discovered that generally speaking cultural institutions “all have the same basic practices.”
At the LOC, Ashenfelder wrote about digital preservation and interviewed a lot of subject matter experts. While there were many similarities, some details varied from institution to institution or project by project. But essentially, it always comes back to following standardized practices that ensured that files could be found. And that’s what we want as genealogists. We work hard to find genealogical records the first time, and no one wants to struggle to find them a second time on their own computer.
As we’ve discussed in previous videos and articles here at Genealogy Gems, well organized, easy to find files are more likely to be retained when passed onto future generations. If our files look disorganized and unnavigable, they run a greater risk of being tossed or lost.
Ashenfelder explains that institutions like the Library of Congress put naming conventions in place and stick to them. If you’d like to learn more about naming conventions and hard drive organization for your digital genealogical files, watch episodes 7 & 8 of Elevenses with Lisa, and my video class Hard Drive Organization.
Preserve Photos Like the LOC
Scanning Photos
File Formats
Metadata
Cloud Backup
I’ve used Backblaze for many years to ensure that all of my computer data is backup on the cloud offsite. Mike said that an executive at Apple recommended it to him as well. Get a free trial of Backblaze (thank you for using our affiliate link if you decide to try it out.)
Three ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player on the show notes page. 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.
I just love hearing about the growth of digital libraries! Here’s a recent post from the Library of Congress:
“The World Digital Library, a collaborative international project led by the Library of Congress, now includes more than 10,000 manuscripts, maps and atlases, books, prints and photographs, films, sound recordings, and other cultural treasures. The 10,000-item milestone was reached earlier today with the addition of a set of priceless manuscripts from the Walters Art Museum of Baltimore, Maryland, a WDL partner since 2010.
The latest contributions include an early 16th-century Gospel manuscript from Ethiopia, written in Amharic and in Geez, the ancient liturgical language of Ethiopia; a manuscript containing a richly illuminated Ottonian Gospel book fragment believed to have been made at the monastery of Corvey in western Germany during the mid-to-late 10th century; and a menologion, or church calendar, in Greek, created in Byzantium circa 1025-1041.
With the latest additions, the WDL includes 10,037 rare and unique items, comprising nearly 500,000 images. Content contributed by 102 institutions in 46 countries is on the WDL site, which can be accessed in seven languages: Arabic, Chinese, English, French, Portuguese, Russian, and Spanish.
Proposed by the Librarian of Congress and launched in 2009, the World Digital Library makes significant primary materials from countries and cultures around the world freely available. The principal financial supporters of the WDL are Carnegie Corporation of New York, the Qatar National Library of the Qatar Foundation, and the James Madison Council of the Library of Congress.”
Show Notes: The FamilySearch Wiki is like a free encyclopedia of genealogy! In this FamilySearch Wiki tutorial, discover the wealth of information the Wiki has to offer, and learn the secrets to navigating it with ease. We’ll also cover the number #1 reason people get frustrated when searching the Wiki and how to overcome it.
Watch the Video
RootsTech has set the class video to “private”. You can watch it on their website by going to the video page in their on-demand library. You may need to sign in to your free FamilySearch account in order to watch it.
Enjoy this special free tutorial video which was originally presented at the RootsTech conference. Download the ad-free Show Notes cheat sheet for this video class. (Premium Membership required.)
What is a Wiki?
A wiki is a website that
Allows collaborative editing platform for users
doesn’t require HTML editing
has links to both internal and external resource pages
The FamilySearch Wiki is a lot like Wikipedia. It’s basically an encyclopedia of information. But the exciting part is that it’s specific to genealogy. This means you don’t usually have to worry about including the word genealogy in your searches.
What Does the FamilySearch Wiki Do?
The FamilySearch Wiki is focused on providing information for genealogy research such as:
how to find data
where to find data
how to analyze and use the data
What are the sources of Wiki content?
Original material was added from the old Family History Library research outlines.
User added material in their areas of genealogical expertise. The Wiki is constantly being updated by LDS missionaries and other volunteers as new material is discovered or released.
Don’t worry about Contributor info.
You’re going to see many things about wiki creation and management. Not everything is relevant to you when just wanting to find information. In fact, the majority of the Help section is geared to people creating, editing and maintaining pages. Don’t worry about being a contributor. Enjoy being a user.
2 Ways to Access the FamilySearch Wiki
Going directly to https://www.familysearch.org/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.
Logging in at the FamilySearch website. In the menu under Search click Research Wiki. By logging in and you’ll have access to additional features like participating in discussions, posting and creating watchlists.
The FamilySearch Wiki focuses on records, not ancestors.
Keep in mind that the purpose of the Wiki is to explain where genealogical materials are located and how to get access to them. The Wiki does not have individual ancestor information. If you want to find records, start by deciding specifically what kind of records you want. Identify when and where the ancestor lived at the time the record was created. Then head to the Wiki to figure out what records are available and where they can be found.
The Wiki links to:
Materials that available at FamilySearch.org or any other online genealogy website.
Materials that are not available at FamilySearch.org or any other online genealogy site.
Materials that were previously unknown or newly made available online.
Strategies and techniques for finding and researching genealogical records.
Types of Searches
Topic Search: When searching for information on a specific topic such as probate records, type the topic into the Search box. As you type, a list of pages with the topic word or words in the title appears below the Search box. If one of the listed pages is the desired topic, highlight and press enter. If you don’t pick from the drop-down list you will get a results list of every page that includes the topic.
Vital records Search: FamilySearch recommends using the Guided Search for info on vital records.
Location Search in the search box: When only the name of any country, state in the U.S., province in Canada, or county in England is typed in the Search box you will be taken directly to that Wiki page. For example: If Texas is searched the result is the Texas, United States Genealogy page.
Page Title: If you happen to know the exact title of the Wiki article you want, type it in the Search Box.
How to Overcome the #1 Search Problem
Many people will search for something like marriage records, Randolph, County, Indiana, and they will get a list of results. The results 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.
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.
Pre-filled suggestions will appear 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.
If you’re looking for marriage records but you don’t see them listed 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.
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.
Use Google site search to search using Google’s engine and search operators!
Map Search
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. 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.
Location-based FamilySearch Wiki Pages
If you’re really new to research in a particular location, start with the guided research link on the location’s wiki page. You may also see links to research strategies, record finder, and record types.
Getting Started section – links to step-by-step research strategies and the most popular records.
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. There you’ll find out how to contact or visit the current county courthouse. Look for Boundary Changes on the page. Use your computer’s Find on Page feature by pressing Control + F (PC) or Command + F (mac) on your keyboard to more quickly find words like Boundary on the page.
Exploring Record Collection Pages
Many record collections have their own page on the Wiki. As you type, these pages will populate in the drop-down list. Example: German Census Records. Take a moment to read through the page and you’ll discover some important information that will save you time and headaches, such as:
When censuses were taken
National versus local censuses and their various levels
Censuses in areas where boundaries have changed over time
Various types of census forms we may encounter
The purpose behind the creation of census records in Germany
The kind of information we can expect to find in the German census
Other types of records containing similar information
Resource articles (including a handout from a past RootsTech)
Wiki articles describing online collections
There are a couple of actions we may want to take before going on to search for records. Here are a few:
Click on the Category to see what else is attached to this category – in this case we see some example images that are helpful in interpreting German census forms.
Click the Cite this page link in the left column if we plan to reference the page elsewhere.
Click Printable Version in the left column if we want a printable or PDF version of the page.
Explore related pages by clicking the What links here link in the column on the left. Notice it also shows if there are any other users watching the page.
Learn more about using Family Search
Videos at Lisa Louise Cooke’s Genealogy Gems YouTube channel: