Genealogy Book Club: Genealogy Gems to Read

genealogy book club family history readingWelcome to a book club just for those who love family history! Here we share our top picks for fiction and nonfiction from authors around the world. These books all have something for us to love: stories about the search for family and identity, stories about family relationships, stories about fascinating periods in history. These books inspire us to keep discovering and writing our own family stories. Follow our Book Club blog posts and hear from the authors on The Genealogy Gems Podcast. Join in the conversation on our Facebook page  (#genealogybookclub). Looking for how-to books? Check out our companion list of how-to genealogy titles.

We thank you in advance for purchasing our book recommendations through the links on our site. When you do, you help support the FREE Genealogy Gems Book Club and podcast.

UK suffragette records Wicked Trade compiled image with Nathan British Isles genealogy recordsFeatured author: British novelist Nathan Dylan Goodwin

Nathan writes a genealogical crime mystery series starring forensic genealogist Morton Farrier. We originally featured his book The Lost Ancestor, in which Morton is hired to find out what happened to his client’s great-aunt Mary, who disappeared without a trace a century ago while working as a maid at a grand English estate (gotta love the Downtown Abbey-style drama!). The author has joined us on the free Genealogy Gems Podcast episode 180 and in Genealogy Gems Premium Podcast episodes 124 and 159. Other titles in the series: Hiding the Past, The Orange Lilies: A Morton Farrier novella, The Spyglass File (reviewed briefly in the Genealogy Gems Podcast episode #196) and the two-in-one publication, “The Suffragette’s Secret” short story with his newest book, The Wicked Trade.

Grappling with Legacy by Sylvia Brown. A descendant of the prominent Brown family, connected to Brown University, traces her family’s involvement in philanthropy, Rhode Island history and the institution of slavery hundreds of years. Her purpose, she writes, was to come to terms with “two seminal events which may seem diametrically opposed: my father’s decision to give his inheritance (and mine) to Brown University, and the transformation of the Brown family into the poster child for the evils of the slave trade.” She also hoped to bring her living Brown descendants closer to each other. A Kirkus review of this book calls it “an often riveting history of a family that left an indelible impact on the nation.” Lisa Louise Cooke interviews Sylvia in the upcoming Genealogy Gems Premium Podcast episode 155 (available to subscribers in late January 2018). Hear a short clip of that conversation in the free Genealogy Gems Podcast episode 213. Her story is included in a New York Times article on inherited wealth, “Keeping the Family Tree Alive.”

A Piece of the World by Christina Baker Kline. “You can never escape the bonds of family history, no matter how far you travel. And the skeleton of a house can carry in its bones the marrow of all that came before.” So says the Prologue to a new novel by best-selling novelist Christina Baker Kline, whose novel Orphan Train has been loved by millions around the world (and a lot of Genealogy Gems Book Club fans–we featured it in 2014). A Piece of the World is a unique and irresistible story about a woman whose physical disabilities and family’s demands keep her adventure-loving spirit firmly homebound. Granted, her home is a fascinating place: a 1700s-era home on the coast of Maine that has been passed down for several generations. But the noble legacy of the home instills a sense of obligation in those who live there now: do they stay on the family land at all costs, even the cost of their happiness and health? What happens when a family’s heritage becomes a burden, not a blessing?

Those who love American art will love that the main character, Christina, was inspired by the subject of the Andrew Wyeth painting, Christina’s World. (You can see an image of the painting here.) Christina was a real person who lived in this home. Andrew visited her and her brother and painted them many times. So the characters and setting are real, and the house is actually a National Historic Landmark now. Christina Baker Kline’s “fictional memoir” gives this historical Christina a powerful, honest, and insightful voice: the voice of a person who sees and tells it like it is–except the parts she just can’t see for herself.

It’s All Relative: Adventures Up and Down the World’s Family Tree by A.J. Jacobs. You could say A.J. Jacobs is famous for asking questions that seem both important and inane, and then pursuing the answers and writing about it. That’s what he did with his best-selling book The Year of Living Biblically, a chronicle of the time he tried to obey every rule in the Bible. Now he’s done it again in his new book. The questions A.J. set out to answer here were, “Who is really my family? And what would happen if I tried to host the world’s biggest family reunion?”

A.J.’s voice is witty with lots of digressions, pop culture references, and a definite urban beat (NYC, specifically). He meditates on what genealogical connections mean to him and the larger story the world’s family tree tells us. Like, we’re all related, and therefore shouldn’t we get along better? But with the quick disclaimer that he’s not inviting us all over for New Year’s brunch. He did that already at the Global Family Reunion–which he reports on in detail.In the appendix, he recommends all kinds of genealogy how-to resources, including Genealogy Gems. If you yourself are somewhat relaxed and perhaps even a little irreverent about your genealogy hobby, you’ll likely really enjoy this book. What about the more earnest family historians? It’s still worth a glimpse into how others see us. A.J. comes peeking into the world of genealogy ready to crack jokes. And he does plenty of that. But he also comes away with a great deal of respect for the stories and relationships that can–and should, he says–bring us closer together.

Shannon by Frank Delaney is a stunning tale: Father Shannon, an American Catholic priest of Irish descent, has serious “shell-shock” trauma after serving in the trenches of World War I. His archbishop sends him on a respite trip to Ireland to travel up the Shannon River looking for his family roots. He lands in the middle of an Irish Civil War—but also encounters person after person who helps him rediscover his faith in humanity and the restorative balm of daily life. Meanwhile, intrigue is afoot within his home archdiocese. A killer, who has his own traumatic backstory in Ireland, is dispatched to make sure Father Shannon never returns home. Their stories converge in a place of love, but also far too close to a place of pain. And that’s all I’m going to tell you about it.

I only recently discovered Frank Delaney’s books and can’t recommend them more enthusiastically! Frank Delaney is a MASTER storyteller. He crafts every sentence, every image. You can practically see the story lines unfold, hear every action, smell it. I listened to the audiobook version, which the author narrates himself with great skill. As I listened, I gasped, I cried, I laughed–all out loud in the car. So read or listen–and then clear a spot on your reading list for his epic novel, Ireland, which I read immediately after this one and also loved.

Murder in Matera: A  true story of passion, family, and forgiveness in Southern Italy by Helene Stapinski. The subtitle to this family history murder mystery promises a LOT–and it delivers! As a child, Helene Stapinski heard about her great-great-grandmother who fled Italy–with young children in tow–after being involved in a murder. Parts of the story were vague: who was killed? Why? When? How? Nobody knew. But other details were startlingly precise and consistent. She had to leave her husband behind. A man named Grieco helped her escape. A child was lost on the way to America. Years later, Helene embarked on a 10-year quest to learn the truth behind this family legend. Her journey took her to Matera, Italy, and eventually to a 600-page criminal court file from 1872.

There was a murder. But it wasn’t exactly as the family had said. Helene gradually leaned that her family was not who she thought they were. And that meant Helene herself was not who she thought she was. The rest, you can read for yourself in Helene’s new memoir, Murder in Matera: A True Story of Passion, Family, and Forgiveness in Southern Italy. The noted journalist continues to unravel a past that she explored in her fantastic first family history memoir, Five-Finger Discount: A Crooked Family History. This new book is part history, part re-imagined family story. It’s a story of poverty and power, love, tragic decisions, and a courageous and desperate woman’s leap to a new life across the ocean.

Watch below as Helene introduces us to her genealogical journey:

In The Whole Town’s Talking by internationally best-selling novelist Fannie Flagg, you’ll read about several generations of a small Midwestern town settled by Swedish immigrants–and its cemetery, gradually populated by the town’s residents as they die. The dead continue to take a healthy interest in their descendants and comment on their lives. Fannie Flagg first thrilled us with her storytelling power in Fried Green Tomatoes at the Whistle Stop Cafe. We also highly recommend The All-Girl Filling Station’s Last Reunion, in which a lively, lovable leading Southern lady searches for her biological roots and uncovers a fascinating story about the World War II female pilots, the WASPs. Genealogy Gems Premium website members can hear our conversation with Fannie Flagg in the Genealogy Gems Premium Podcast, episode #148. Everyone else can catch an excerpt in the free Genealogy Gems Podcast, episode #204.

 

 

The Truth According to Us by Annie Barrows. It’s the summer of 1938, and wealthy young socialite Miss Layla Beck is now on the dole as a WPA worker, assigned to write a history of the small town of Macedonia, West Virginia. As she starts asking questions about the town’s past, she is drawn into the secrets of the family she’s staying with—and to a certain handsome member of that family. She and two of those family members take turns narrating the story from different points of view, exploring the theme that historical truth, like beauty, is often in the eye of the beholder. Genealogy Gems Premium website members can hear our conversation with Annie Barrows in the March 2017 Genealogy Gems Premium Podcast (episode #145). Everyone else can catch an excerpt in the free Genealogy Gems Podcast episode #201.  Annie Barrows is the co-author of the popular novel, The Guernsey Literary and Potato Peel Pie Society and the beloved children’s book series Ivy and Bean

 

 

 

Books by Sarah A. Chrisman. This fascinating author is a living icon of the Victorian age. She and her husband Gabriel live like it’s about 1889. They wear Victorian-style clothing and use a wood-burning stove and antique ice box. Sarah wears a corset day and night; Gabriel wears 19th century glasses. No TV, no cell phones—and Sarah isn’t even a licensed driver. Take your pick of Sarah’s books to read! Catch Lisa’s conversation with Sarah about her memoirs in the Genealogy Gems Premium Podcast episode # 142. Holiday bonus: everyone can hear Lisa Louise Cooke’s conversation with her about Victorian holidays in the free Genealogy Gems Podcast episode #198.

 

 

 

 

 

Everyone Brave is Forgiven Chris CleaveEveryone Brave is Forgiven by British novelist Chris Cleave begins in London in 1939. War is declared. Wealthy young Mary North “leaves finishing school unfinished” and signs on for the war effort without telling her parents. What ensues is war beyond her naive imagination. A love triangle, a long-distance romance, the London Blitz and the bombardment of Malta. It’s intense, eye-opening and compassionate about living and loving in a war zone and its aftermath. The book is inspired by love letters exchanged between the author’s grandparents during World War II. Author Chris Cleave joined us on the Genealogy Gems Premium Podcast episode 139; catch an audio excerpt in the free Genealogy Gems Podcast episode 195 and a short video narrative here).

 

The Summer Before the War by Helen Simonson. Beatrice Nash has grown up traveling the world with her father. Now he’s gone, and she’s in East Sussex, England, fighting to keep her new job as a Latin teacher, meeting the locals (both gentry and gypsy) and trying not to fall for handsome Hugh. Then the Great War breaks out, and Beatrice joins the village in the war effort, hosting refugees and sending the men off to fight (including Hugh). This novel follows Helen’s NYT-bestselling debut novel, Major Pettigrew’s Last Stand. Genealogy Gems Premium website members can hear our exclusive interview in Genealogy Gems Premium Podcast episode 136; others can catch an excerpt in the free Genealogy Gems Podcast episode 192.

 

 

Orchard House: How a Neglected Garden Taught One Family to Grow by Tara Austin Weaver, author of the internationally-acclaimed blog Tea & Cookies. This memoir is one part food, one part gardening and two parts family drama, liberally seasoned with humor and introspection. Tara’s mother moves to Seattle to be near her. Together they purchase a home with a wild garden. The challenge of reinvigorating the garden is nothing compared to the challenge of renewing their troubled relationship. It’s an honest (and mouthwatering) story of planting, cultivating and harvesting the fruits of family and garden. Genealogy Gems Premium website members can access the full interview in Genealogy Gems Premium podcast episode 133. (Click here to hear a free excerpt.)

 

 Citizens Creek, a new novel by New York Times best-selling author Lalita Tademy. Some of you have probably read her previous novels, Cane River and the sequel Red River. Cane River was an Oprah Book Club selection. Citizens Creek is a novel based on the lives of  “a once-enslaved man who buys his freedom after serving as a translator during the American Indian Wars, and his granddaughter, who sustains his legacy of courage.” This book is all about family, relationships and legacy. Click here to hear a clip from our interview with Lalita; Genealogy Gems Premium website members can click here to listen to the entire exclusive conversation.

 

 

Pioneer Girl: The Annotated Autobiography of Laura Ingalls Wilder, edited by Pamela Smith Hill, is the “grown-up” version of the Little House children’s books. This never-before-published autobiography Laura wrote in the 1930s is packed with detailed recollections of pioneering in an American West that was fading away. Her stories will intrigue–and sometimes stun–any Laura Ingalls Wilder fan. Tons of background research is impeccably cited in source notes. Hear our exclusive interview with Pamela Smith Hill in Genealogy Gems Premium Podcast episode 127 (Premium membership required to access) or hear an excerpt in the free Genealogy Gems Podcast episode 183.

 

The Ghost Army of World War II by Rick Beyer. This book–the basis for a PBS documentary–tells the story of a handpicked group of young GIs who landed in France to conduct a secret mission in 1944. These 1100 men had one goal: to fool the German army into believing they were an American army thousands strong, and draw their attention away from the actual fighting troops. Hear the interview with the author and filmmaker in the free Genealogy Gems podcast episode 182.

 

 

orphan train Christina Baker Kline genealogy book clubOrphan Train by Christina Baker Kline spent five weeks at the #1 spot  on the New York Times Bestselling list and made the top of The Bestsellers List in Canada. The novel intertwines the stories of Vivian and Molly. Vivian is an Irish girl who lost her family in New York City and was forced to ride the ‘orphan train’ to find a new home. Decades later, the aged Vivian meets a teenager, Molly, who is struggling to find identity and happiness in the modern foster care system. Click here to catch highlights of our interview with Chistina Baker Kline on the Genealogy Gems podcast. Genealogy Gems Premium members can click here to listen to the full-length interview.

 

 

Update: Christina Baker Kline has released a young reader’s version of Orphan Train. Orphan Train Girl tells the story of a young foster girl who forms an unlikely bond with a ninety-one-year-old woman, who had been an “orphan train” rider as a young girl. Adapted and condensed for a young audience, it includes an author’s note and archival photos from the orphan train era. It’s written for ages 8-12, or grades 3-7.

 

 

 

 

genealogy book club She Left Me the Gun: My Mother’s Life Before Me by 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. But it’s so much more than that! It’s also about learning the past from living relatives. This is the ultimate how-to book for exploring and sharing sensitive family stories because she shows you how it’s done. Listen a meaty excerpt of our interview with Emma Brockes on the Genealogy Gems podcast episode 174 and the full-length interview in Premium episode 118.

 

 

genealogy book club Annie’s Ghosts: A Journey into a Family Secret by Steve Luxenberg. One of Lisa’s all-time favorite interviews was with Steve about this book. Based on listener feedback, this was an audience favorite, too! “I can’t tell you how much I enjoyed reading Annie’s Ghosts,” says Lisa. “This book inspired me, gave me concrete ideas for pursuing my own family history research, AND kept me on the edge of my chair. What could be better? Steve is such a riveting writer and speaker, and it’s fascinating to hear how someone who is not a genealogist–but rather a journalist–approached his family history search in an effort to find the answers to mysteries in his families.” Listen to the interviews in Genealogy Gems podcast episodes 120 and 121. This book and interview planted the seed for this genealogy book club!

 

 

genealogy book clubThe Journey Takers by Leslie Albrecht Huber. Here’s another book Lisa profiled on the podcast awhile back. Leslie is a professional genealogist who spent thousands of hours researching the stories she tells about ancestors who left homes in Germany, England and Sweden for new lives in the United States. She writes about their experiences but also her feelings about it, in a book about both a family’s history and the effect it has on the present. Check out Lisa’s interview with Leslie in Genealogy Gems Podcast episode 98.

 

 

 

genealogy book club Running Away to Home: Our Family’s Journey to Croatia in Search of Who We Are, Where We Came From, and What Really Matters  by Jennifer Wilson. “In this book, Jennifer takes us on a once-in-a-lifetime genealogical journey,” Lisa says. “She walked in her ancestors’ shoes and lived among their descendants.” Lisa profiled this book in Episode 129 of the Genealogy Gems podcast and was so inspired by the story that she created this YouTube video on the book.

More Titles We’ve Talked About

genealogy gems book club reader recommendationThe Story We Carry in Our Bones: Irish History for Americans by Julienne Osborne-McKnight. Recommended by a Gems fan. Begins in deep history with the Celts and Vikings, explains events that led up to the great potato famines and follows the Irish exodus to the U.S., where she then explores Irish-American life.

 

genealogy gems book club Finding Samuel Lowe: China, Jamaica, Harlem, a memoir by Paula Williams Madison about the author’s journey into her family history, which resulted in a documentary by the same name. “Spanning four generations and moving between New York, Jamaica, and China, [this] is a universal story of one woman’s search for her maternal grandfather and the key to her self-identity.” Suggested by a Gems fan.

 

genealogy gems book club The Forgotten Garden, a novel by Kate Morton. Recommended by a Gems fan. The premise was apparently inspired by Kate’s own family history: “A tiny girl is abandoned on a ship headed for Australia in 1913. She arrives completely alone with nothing but a small suitcase containing a few clothes and a single book—a beautiful volume of fairy tales. She is taken in by the dockmaster and his wife and raised as their own. On her twenty-first birthday, they tell her the truth, and with her sense of self shattered and very little to go on, ‘Nell’ sets out to trace her real identity.”

 

genealogy gems book clubThe Last Midwife: A Novel by Sandra Dallas. Recommended by a Gems fan. The story of the only midwife in a small Colorado mining town on the Rocky Mountain frontier. A baby is found dead and Gracy is accused as murderer. She’s kept lots of people’s dark secrets over the years–and a few of her–and as the trial looms, she has to decide which of those secrets to give up in order to clear her name.

 

These is my Words: The Diary of Sarah Agnes Prine, Sarah’s Quilt and The Star Garden by Nancy Turner. This series of novels is based on the life of Sarah Agnes Prine, a relative of the author who lived on the Arizona frontier. The frontier isn’t so violent anymore, but Sarah’s struggles with men, raising children, drought and natural disasters (the San Francisco earthquake shows up in the second book) are still relevant today. Sarah’s tough-and-tender voice is so perfect for recounting the life she lives.

 

The Homesman: A Novel by Glendon Swarthout. The most startling book I’ve read in recent years. I’m not going to tell you every reason it was so startling or it will give away the plot. I will say that this is a sweaty and intense and gritty and face-paced story. You get the dark side of braving the frontier. A more mature read.

 

 

Angle of Repose by Wallace Stegner, another novel of a couple’s lives on the frontier. Because it’s such a powerful treatise on marriage, it made me wonder: when you are a couple with no modern distractions and survival depends on your cooperation, does the relationship really does become as wide and consuming as that wide horizon?

 

 

Family by Ian Frazier. In this tale of a genealogical journey, the best-selling author explores his small-town, middle-class roots in the U.S. He explains a purpose that arose from loss: “I wanted my parents’ lives to have meant something. I hunted all over for meanings of any kind–not, I think, simply out of grief of anger at their deaths, but also because the stuff they saved implied that there must have been a reason for saving it….I believed bigger meanings hid behind little ones, that maybe I could follow them to a source back tens or hundreds of years ago. I didn’t care if the meanings were far-flung or vague or even trivial. I wanted to pursue them. I hoped maybe I would find a meaning that would defeat death.”

Five-Finger Discount: A Crooked Family History by Helene Stapinski. An unforgettable personal narrative! The author tells her family history within the criminal and blighted culture of Jersey City, New Jersey, U.S.A. She interweaves the stories of more infamous personalities from her hometown with those of her grandfather and other relatives. She seamlessly weaves her own memories with her research and shares how she has come to terms (or not) with her “crooked family history.”

The Marriage Certificate by Stephen Molyneux. This novel opens with a scenario we sympathize understand: Peter, a genealogy buff, buys a marriage certificate he sees on display at an antiques gallery. He begins researching the couple with an idea of returning the certificate to them. Eventually he uncovers several secrets, one with some money attached to it, but others are also chasing this money. Surprise twists bring the story into the present day and Peter becomes a genealogical research hero.

Mordecai: An Early American Family by Emily Bingham. A beautifully-written history of several generations of a Jewish family in the United States. Draws on an astounding 10,000 original documents and letters. It’s a fascinating story on faith, religious and culture identity and assimilation, family dynamics and intergenerational identity. Also an inspiring read for anyone wishing to write a strictly factual, third-person account of their family history.

My Prairie Cookbook: Memories and Frontier Food from My Little House to Yours by Melissa Gilbert. “Little House on the Prairie” is coming back to life in the form of a cookbook by the actress who played young Laura Ingalls in the NBC television series (1974-1983).  Melissa dishes up prairie breakfasts, picnic lunches and treats inspired by Nellie’s restaurant (from the Little House series). The book is garnished with memories and memorabilia from the television show. Click here to read a full post about the cookbook and Lisa’s “Little House” family history tour on Google Earth.

Nick Herald Genealogical Mystery series: Deadly Pedigree, Jackpot Blood and Lineage and Lies by Jimmy Fox. Recommended by a Gems fan. The hero is an American genealogist who lives and works in New Orleans, one of the most colorful and historical parts of the U.S. Give it a try and let us know what you think!

Out of the Shoebox: An Autobiographical Mystery by Yaron Reshef. In this memoir, Yaron gets a phone call about property his father purchased in Israel years ago. He and his sister can inherit it, but only if they can prove that man was their father. He goes on an international paper chase into the era of World War II, the Holocaust and the making of Israel. A forgotten bank account surfaces and more surprises happen during Yaron’s two-year quest to understand the tragedies of his family’s past and recover some of its treasures.

Three Slovak Women, Second Edition by Lisa Alzo. You may know Lisa as a popular speaker on Eastern European genealogy at national conferences. This is her nonfiction account of three generations of Slovak women in the steel-producing town of Duquesne, Pennsylvania, and the love and sense of family binding them together. It will inspire your own family history writing projects! 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.

When the Cypress Whispers: A Novel by Yvette Manessis Corporon. We haven’t read this novel by Greek-American family historian and Emmy award-winner; we just noticed it in the news. It’s based on true stories gathered from her grandmother. Read here about the true decades-old secret she uncovered and helped share with descendants of another family who survived the Holocaust on the island.

The Worst Country in the World: The true story of an Australian pioneer family by Patsy Trench. This memoir-style account tells of a researcher’s efforts to 

document and re-imagine the life of her ancestor, Mary Pitt, a widow who migrated to New South Wales in 1801 with five children. It’s a less-formal way of writing family history that we recommended in a podcast episode talking about different styles of writing.

Looking for how-to genealogy books? Check out our companion list of great titles on how to research! We’ve featured many of the authors on the podcast or in blog posts, and we include links to these.

 

Free Genealogy – How to Find Free Genealogy Records

Elevenses with Lisa Episode 21 Video and Show Notes

Live show air date: August 20, 2020
Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn about genealogy and family history. 

How to Find Free Genealogy Resources

In the genealogy community it’s often said, “Only a fraction of genealogical records are online.” That’s true indeed, but it’s not a reason not to start your search online. A more helpful and accurate piece of advice would be “while not everything is online, all search for genealogical information starts online.”

The reason for this is simple. Online research before you go will reveal:

  • If the materials are available at a more convenient location
  • If the materials are available somewhere online for free
  • The call number, location, and other specific information you need to quickly access the materials once you arrive.
  • Details about gaining access to the facility and materials.

The last bullet point above will help you avoid the disappointment of discovering an unforeseen closure, or that the specific records you need are actually help at a satellite location.

New genealogical information and records are uploaded daily to the internet. Some of this information is available for free. In this article and episode we will cover strategic ways to locate and access free genealogy online.

The Amount of Data Continues to Increase – Read more about the growth of online information here.

The Path of Least Resistance to Free Genealogy

Most genealogists want to obtain records at the lowest available cost with the least amount of travel. Therefore, always starting your search online just makes good sense.

Here’s our path of least resistance:

  1. Free and Online: FamilySearch, Google, WorldCat
  2. Online and Subscription: Ancestry, MyHeritage, Findmypast, niche sites
  3. Free and Locally Offline: Libraries, Archives, Universities
  4. Offline and Distant: Examples include the National Archives, Allen County Library, Family History Library, NEHGS
The path to free genealogy

www.GenealogyGems.com

Free Genealogy Records Online

FamilySearch

FamilySearch is a free genealogy website.

The FamilySearch Catalog: New digitized images are added daily from microfilms & digital camera operators. These include books, maps, compiled family histories, and more. The catalog also includes materials that are not online but are available at the Family History Library in Salt Lake City or through Inter-library loan.

 The FamilySearch Wiki is a free online genealogical guide comprised of more than 93,000 articles. It covers 244 countries, territories, and islands. It includes links to genealogy databases and online resources as well as how-to information.

Use the FamilySearch Wiki Watchlist to follow pages of research interest. Here’s how to watch Wiki pages for new and free genealogy content:

  1. Log in with your free FamilySearch account
  2. navigate to the desired page
  3. click the Watchlist link in the upper right corner of the page.
Click the Watchlist button to follow the page

Look for the Watchlist link, and the blue buttons that lead to free online genealogy records for that location.

Google.com

Google is still your best bet for finding sources both online and offline.

You can dramatically improve your search results by incorporating search operators into your search. Watch episode 13 of Elevenses with Lisa to learn about how to use search operators when googling for genealogy.  

Get all of the Elevenses with Lisa episodes here.

how to get better google search results

Learn how to google for free genealogy in episode 13.

Find More Free Genealogy with these Google Search Strategies

The most comprehensive and best-selling book on the topic of using Google for genealogy: 
The Genealogist’s Google Toolbox, by Lisa Louise Cooke. 

Google Alerts Finds Free Genealogy for You

Set up free Google Alerts to be on the lookout for new and updated search results. You’ll receive them by email, and you can control the frequency.

Google Alerts for genealogy and family history

Google Alerts do the work of searching for free genealogy for you.

How to Create a Google Alert:

  1. Highlight and copy (Control C on Windows or Command C on Mac) the search query that you typed into the Google search box
  2. Go to www.google.com/alerts
  3. Sign into your free Google account
  4. Paste (Control V or Command V) your search query into the Search Query box on the Google Alerts page
  5. Select the Result Type you desire (ex. Everything, News, etc.)
  6. Select how often you wish to receive alerts
  7. Select How Many results you want to receive (I recommend Only the Best Results)
  8. Enter / Select the email address you want your alerts to be sent to
  9. Click the Create Alert button

Partnerships Make Free Genealogy Available

Many of the genealogy giants enter partnerships with each other in order to facilitate digitization and indexing of genealogical records. This means that the same materials may be found in different locations on the web, and sometimes for free.

WorldCat.org

17,900 subscribing member libraries in 123 countries collectively maintain WorldCat’s database which is the world’s largest bibliographic database.

Use WorldCat to check that you are indeed accessing the resource from the most convenient repository and if it’s available for free. Here’s how:

  1. Run your search
  2. Click an item
  3. Under Find a Copy in the Library enter your zip code
  4. The library closest to you will be listed at the top

Once you get your search results, look to the left in the Formats box. There you can quickly narrow down to only items that are online by clicking boxes like Downloadable Article. Some of these may require a log in on the website you are referred to.

How to Find Free Records at Genealogy Websites

Ancestry.com

If you don’t have a paid subscription to Ancestry.com you can still take advantage of their many free collections available here. Then read my article Why Use Ancestry for FREE if You’re NOT a Subscriber for more tips of free stuff at Ancestry.

MyHeritage.com

To find free records at MyHeritage.com, go to https://tinyurl.com/LisaMyHeritage. In the footer menu of the website, click on Historical Records. Then fill in your search criteria.  (Update: If you don’t see Historical Records in the footer, go to Research > Collection Catalog and search on the keyword “free.”) Scroll down the search results and look for the green free tags. 

Findmypast.com

To find free records at Findmypast which specialized in British genealogy but also includes records from around the world, go to https://tinyurl.com/FMPLisa.

(Some links in our articles are affiliate links. We will be compensated at no additional cost to use when you use them. This makes it possible for us to bring this free show to you. Thank you!)

Google Site Search Can Help Locate Free Genealogy

A site search works like many search operators as previously discussed in Elevenses with Lisa episode 13 (watch and read here.) It provides Google with specific instructions about the type of search you want to conduct with your search terms and keywords.

Google Site Search for free genealogy

This Site search tip comes from Lisa Louise Cooke’s book The Genealogists’s Google Toolbox.

Site search runs your query only on the specified website. This is extremely helpful and efficient if:

  • you have a particular website in mind that you want to search,
  • you aren’t having success using the search field provided by the website,
  • the website you want to search doesn’t have a search field.

Here’s an example of a Site search:

Free Pennsylvania site:ancestry.com

Try running the search above for yourself. You’ll find results that include many free genealogy records pertaining to Pennsylvania. Substitute the words to meet your search needs.

Construct a Site search for Free Genealogy by first typing in the words and phrases you wish to search for. Include the word free. Leave the appropriate spacing between them and follow the last item with a space. Then type site: and add the website home page address (URL). You can copy the URL and simply paste it in place. There is no space between the colon and the URL. And note that www is not required.

Searching for Offline Local Sources with Free Genealogy Information

To find what’s local and free:

  • Search WorldCat.org (be sure to use the Zip Code filtering to find the genealogy materials at the location closest to you.)
  • Use Google to search.
  • Find your local Family History Center here. These centers have unique free resources as well as free access to some subscription genealogy websites.

When you find a library, archive or other repository, visit their website and look for:

  • Databases they offer
  • Their online catalog to plan your research
  • Other associated libraries
  • Details on planning a visit

Get Free Genealogy Help on Facebook

Search for Random Acts of Genealogical Kindness (RAOGK) on Facebook. 

RAOGK on Facebook

Get free genealogy records help on Facebook.

Learn More with these Resources

Free Tools at MyHeritage for a Limited Time

Now through Sept. 10, 2020 you can get free access to Myheritage Photo Enhancer and MyHeritage In Color here

Click to use MyHeritage for free for a imited time.

 

Resources for this Episode

 

 

 

No More Late Fees! Check Out Free Genealogy Magazines and eBooks at Your Local Library

Your local library may offer free genealogy magazines and ebooks. Why choose them over print? So many reasons! No more late fees. Read on the go. Choose your font size. So go ahead: check out digital versions of that Genealogy Gems Book Club title you’ve been meaning to read, or the current issue of Family Tree Magazine. Here’s how.

genealogy library freebies

Here in the U.S., it’s my favorite time of year: back-to-school! The weather slowly cools. My children shake off summer’s mental lethargy. My own schedule resumes a more predictable, productive rhythm. And after months spent outdoors, I rediscover my local library. Top on my library list this fall: free genealogy ebooks and magazines I can check out on my mobile device. It’s on-the-go reading for my favorite hobby–with no searching under my bed when items come due to avoid those pesky late fees.

Free Genealogy eBooks and Magazines

Genealogy Gems Premium Member Autumn feels the same way about free genealogy gems at her local library. Here’s a letter she wrote to Lisa Louise Cooke:

“I’m really enjoying both the Premium and free podcasts. I also like the addition of the Genealogy Gems Book Club. I haven’t read all the books yet but am adding them all to my wishlist on Overdrive, a free app that allows you to check out digital books for free from your local library. They don’t have every book but they have many, many books including some from the book club. Most libraries have a lot of biographies and histories available through Overdrive for free that are of interest to genealogists as well. Some libraries are adding video to their Overdrive offerings too.

Many of these same libraries offer magazines free as well.  My library…use[s] Zinio, a magazine app. I only subscribe to a couple of magazines now because I can get so many for free through my library (not to mention keeping my home neater by not having them laying everywhere).”

genealogy book club family history readingIt makes me happy that Autumn is enjoying the Genealogy Gems Book Club. We hear from many avid readers who love browsing our list of mainstream fiction and nonfiction picks for family history lovers. As part of our book club, we interview every book club author, too–from beloved novelists like Fannie Flagg to acclaimed journalists, memoir writers, and historians who take their own unique approaches to family history themes. Hear excerpts of these interviews on the free Genealogy Gems Podcast; full interviews run on the Genealogy Gems Premium Podcast, available by subscription.

Overdrive and Zinio

At Autumn’s recommendation, I started using Overdrive through my local library. I love it! I’ve listened to several digital audiobooks on the road and at the gym through Overdrive and have read several ebooks, too. (I’m always on the hunt for the next Genealogy Gems Book Club title.) The books just disappear at the end of the lending period (hence the “no late fees” bonus).

Genealogy Gems Service Manager Lacey Cooke loves Overdrive, too. She sent me these four reasons why:

1. Download for Offline Listening: “You can download the ebooks, audiobooks, magazines etc. to your device so that you can enjoy them offline (great for traveling). They’ll still disappear once your lending period expires, but having them available offline is awesome. You don’t have to worry about data charges or slow internet connections.

2. The Wishlist: Autumn briefly mentioned the Wishlist feature. I love this feature because it gives me somewhere to save book titles that I’m interested in reading at some point, but I’m not ready to check out just yet.

3. Bookmark/Syncing: You can bookmark a page, then pick up where you left off. If you have the Overdrive app on multiple devices, the app syncs. I can start reading on one device, and pick up on another right where I left off.

4. Format Adjustments: You can adjust the font style, size, and color to make it easier for you to read. I like to pick a nice, clean font in a big size so there’s no strain on my eyes.”

It’s worth noting that if you don’t already have a library card with your local library, you may be required to sign up in person to get a card, even if you only plan on using the Overdrive app to request items online. New releases or popular titles may have a wait list to check out the ebook or audiobook (especially if the library only possesses one copy). If you do have to place an ebook on hold, you will be notified via email when it becomes available to you, so if you don’t check your email regularly, keep that in mind when you place a hold. Each library system is different, so of course, your experience may vary.

Another helpful tip: not every library offers Overdrive ebook checkouts. But sometimes you can use another library’s Overdrive privileges. Autumn sent a link to these instructions on how to do so. (Thanks, Autumn!)

Autumn also mentioned the Zinio app. My library doesn’t offer Zinio yet, so I spent a little time on its public search portal. That doesn’t have a browsable genealogy category, and searches for the terms family history, genealogy and ancestry came up empty. But I did finally find these titles:

Lisa Louise Cooke, Genealogy Gems DNA expert Diahan Southard, and I are all frequent contributors to Family Tree Magazine, which we {heart} and recommend for its easy-reading research tips, hands-on tech and DNA tutorials, and the eye-candy layout.

More Free Genealogy Resources at Your Local Library

Of course, your local library may offer many additional free genealogy research and reading materials. Of tremendous value is access to Library editions of popular genealogy databases such as Ancestry, Findmypast, Fold3, and MyHeritage, along with institutional versions of historical newspaper databases. (Click here to learn more about the differences between the major genealogy websites.) Call your library or browse its website to see what resources may be available with your library card on site or even remotely from your own home or mobile device. And remember to watch for your library’s e-media options like those recommended by Autumn.

As a special shout-out to all the free genealogy resources at your library, Lisa Louise Cooke has granted free access for everyone to Genealogy Gems Premium Podcast episode #125. In this episode, Lisa has a full discussion about more free genealogy gems at public libraries with Cheryl McClellan. Cheryl is not only my awesome mom, she rocks professionally as the Geauga County, Ohio public library system staff genealogist!

This Premium episode is usually exclusively for Genealogy Gems Premium members. If you love it, and you’re not already a member, consider gifting yourself a “back to school” subscription. It’s the most fun, energizing, apply-it-now genealogy learning experience you may ever have.

What to do with Inherited Genealogy – Episode 74

In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”

what to do with inherited genealogy

You’ll learn:

  • how to get started dealing with genealogy research that’s been given to you
  • organizational strategies
  • incorporating the inherited genealogy into your research
  • what to do with inherited genealogy materials you don’t want to (or can’t) keep

Original air date: Oct. 14, 2021.

Episode 74 Show Notes 

(Get your ad-free cheat sheet download in the Resources section at the bottom of this page.)

I Got Handed the Family Genealogy, Now What?

Inheriting genealogy is a big responsibility and can be a bit overwhelming. Even if you haven’t been fortunate enough to receive much from other researchers in your family, chances are your descendants will be faced with inheriting your research. That’s why this week’s Elevenses with Lisa episode 74 is for everyone!

As exciting as it can be to receive new genealogical information, it presents challenges such as:

  • figuring out if each piece of information is correct,
  • finding a way to process it and blend it into what you already have (or if you’re new to genealogy, what you DON’T have!)
  • finding a place to put it,
  • and making the hard decisions about what you can’t keep.

So in this video I’m going to share with you my top strategies that I’ve used myself more than a few times. So take a deep breath, grab a soothing cup of Chamomile tea, and let’s get started.

I’ve received many emails over the years from folks who have faced the challenge of inheriting genealogy research done by another family member.

Jim R wrote me to say:

“I am going through my family tree and have a question. My aunt spent a lot of time back in about 1985 and had a huge hardback book of printed up of the family tree. But I was told by a few family members that some of the information in it isn’t true. How do I go about doing my own research, and properly compare the info? I need to figure out what is right and what is wrong. This is fun, but frustrating at the same time. Thanks.”

Don’t Take Inherited Genealogy at Face Value

Accuracy (or lack thereof) can a real issue when we receive someone else’s work. We can’t just take it at face value, especially if the researcher did not cite their sources. There’s no way to know if an ancestor on their tree is truly your ancestor until you look at the genealogical source documents for yourself. If they haven’t listed which sources they used, you’ll have to go find them. The good news is that it should be a little easier to find them based on the information provided about the ancestor. Usually when you get a family tree from a relative, it will at a minimum include important dates like birth, marriage and death, and hopefully some of the places where those events occurred.

Jim inherited a large, compiled history book, but you may be fortunate enough to receive an entire lifetime’s worth of research. Well, some folks would feel fortunate, others may not! No matter how much you’ve inherited, the genealogical process remains the same: start with yourself and work backwards. It may be tempting to start focusing on new ancestors you see in the family tree you just acquired, but resist the temptation. We must always prove the relationships connecting us to each generation going back in time so we don’t end up adding someone to the tree who doesn’t belong there.

So let’s stop for a moment and go back to the beginning, when you first inherit your relative’s genealogy research. What do we do first?

Assess what you have inherited.

Jim received one big book. But if you’re like me you may have received boxes of items, many loose and unorganized.

I like to divide it up by families and place each pile into a separate bin, in chronological order as much as possible. I use clear stackable bins because you can see what’s inside. I’ve used these for years and never detected an ounce of damage. Damage is more likely to come from heat,  moisture and mishandling than stored undisturbed in a plain storage bin in a room temperature stable environment such as a closet.

Use 3×5 white index cards to label each bin. Use a medium black sharpie pen to write the family surname in large bold letters, and place the card inside the box at one end facing out. You will be able to see it through the clear bin. You can also simply tape it on the outside of the bin.

You’ll also need one location where all the bins can be stored until you’re ready to work on them. A spare closet or even under a bed can work. The important thing is they are all together undisturbed and easily accessible. Once items are sorted and stored, you can then pull out one bin at a time to work on.

If your inherited genealogy appears to be well organized, such as in scrapbooks, keep it in context. Don’t take it apart and divide it up. There’s something to be learned from the order in which things were added to the book.

divide inherited genealogy into bins

my spare closet with bins of inherited genealogy awaiting processing.

Take inventory and prepare to track your progress.

It’s important to recognize that it isn’t likely that all of the materials and information will be digestible in one sitting. And it helps tremendously when you set up a process that makes it easy to pick up the project and put it down easily while keeping track of where you left off.

You can track your progress in a variety of ways:

  • a project log spreadsheet,
  • Word document
  • Evernote or One Note
  • A spiral notebook

Take a moment up front to put your tracking mechanism in place and be as consistent as possible in using it.

I use Excel spreadsheets for my tracking. I find it very helpful to create a separate tab for each item within the collection (book, scrapbook, computer disk, address book, etc.) This helps provide me with a complete inventory at a glance. On each tab I add columns applicable to the type of item and information it contains.

Get a genealogy software program.

If you’re new to genealogy, or you’ve only had your family tree online, now is the time to get a genealogy software program. It will not only help you stay organized, but it will also give you a mechanism for consistently adding source citations. Your genealogy software database while also serve as the “brain” of all your efforts. The database gives you one place to focus your efforts and systematically add information. Also, it puts all of it in your control on your own computer, not solely in the hands of a genealogy website that could be gone tomorrow.

There are a handful of genealogy software database programs on the market. Family Tree Maker, Legacy and RootsMagic are all good and reliable. MyHeritage offers Family Tree Builder for free

No matter which one you choose, download and install it on your computer. Then make sure that you have an automatic cloud backup service installed and running on that computer. I have used Backblaze for years. You can get a free 15 day trial here which will give you an opportunity to see how easy it is to get up and running. (Disclosure: this is an affiliate link.)

Learn more by watching my video classes on databases and organizing your genealogical materials.

organizing genealogy video classes by Lisa Louise Cooke

Learn more with my Premium Member classes on organizing genealogy.

Start processing the inherited genealogical information.

Whether you are new to genealogy or a longer time researcher, start by entering the information you inherited starting with yourself or your parents and then add family members going back in time generation by generation. As I said previously, I know it can be tempting to jump to older generations to work on, but you must methodically prove each generational connection in order to have an accurate family tree.

In Jim’s case, he inherited a compiled history book from his aunt, so he will want to start by turning to the page that contains himself or his closest ancestor (probably his parents.) On his tracking spreadsheet he could include columns for ancestor’s name, page number and notes, and enter that information as he works on each person’s record. By doing so, he will always know where he left off.

A compiled history is just one source, and in fact, it is not even a primary source. This means that even if sources have been cited in the book, it’s important to locate and review those sources to confirm that you agree that the conclusion is accurate. After all, this is your tree and research now.

Never enter a new ancestor without cited sources. If the book or paperwork names someone, and even provides some specific information about them, your job is to go find the records to prove it. Once you are satisfied you are ready to enter the person and their information into your database, and of course, cite your sources.

A few decades ago, back when I was doing genealogy strictly as a hobby and not professionally, I found an amazing compiled family history on my Wolf family line. It contained thousands of people, was meticulously compiled and full of details, and did not include a single source!

Since the book wasn’t an heirloom or one of a kind, I found it very helpful and simple to make a small pencil tick mark next to each person as I worked on them. I set about painstakingly finding sources for every piece of information that was new or conflicting with what I had. As you can imagine, that’s a very big job. Since time is always at a premium I didn’t research everything, particularly information that was not critical to the identification of the ancestor, or perhaps was about a collateral individual. However, I did not enter anything into my database that was not researched and proven. This means you’ll need a way to keep track of what has not yet been researched. I used a red pencil to place a tick mark next to items yet to be researched about an ancestor. You could also opt to add a column to your spreadsheet to track it and then return to it later.

Did I add everyone listed in the book in my database? Absolutely not! I focused specifically on direct ancestors and included their children. Once I made my way as far back as I could go in the book, I selectively filled in additional people from collateral lines that were of particular interest or closely associated with areas that I wanted to research further. Rest assured there is no right or wrong way to do this. Do what is most important to you in the most accurate and methodical way you can.

Cite your sources every step of the way.

Talk to any experienced genealogist and you’ll probably hear some regrets about not citing their sources when they first began doing genealogy. Source citations are like an insurance policy. It’s not very satisfying to invest in it now when everything is fine, but down the road when trouble arises you’ll be glad you did.

So what kind of trouble are we talking about? No family tree is immune from occasional problems such as:

  • discovering an inconsistency in your family tree
  • uncovering a new source that directly contradicts one of your conclusions
  • being contacted by another researcher who is challenging something you have posted or published about your family tree.

The only way to address these situations is to review the sources you used. And that’s where your source citation comes in mighty handy! They help answer the questions and also prevent timewasting duplication of effort.

If the only source for a particular event is the book, go out and find the original record to verify it is correct, and cite both in your database. 

Learn more about citing your sources by watching my free video Source Citations for Genealogy (episode 60 of Elevenses with Lisa).

How to do Source Citations for Genealogy

Elevenses with Lisa episode 60

What to do when you can’t keep all the genealogy you inherited.

As painful as it is to say, it isn’t always possible to keep all of the genealogical items that come your way. The reality is that shelf and closet space have limits, and our collection can grow unmanageable when added to the research of previous generations.

Start by seeing if you can reduce it. Strive to digitize all items that you want to save that are not originals, heirlooms or not readily available somewhere else.

Need help digitizing? I use Larsen Digital. Click our link and use the discount coupon codes found on the webpage. 

Once digitized and recorded in your database, you can toss them. Recently I went through boxes of photographs I inherited from my paternal grandmother. Many were from the late 1970s and early 1980s when double prints were all the rage. By simply tossing duplicates and low quality photos (such as half of grandma’s hand over the camera lens) I was able to reduce the collection by almost a third!

Donation is also an excellent option. Digitize and take photos of the items and then they can be donated to a library, archive, genealogical society or other organization with an interest in them. Sometimes the shared interest is not as much in the particular families as the locations from which they hailed. One woman told me at a recent seminar that when she asked her local archive about her materials, they were ecstatic. They immediately spotted old buildings in the photos that no longer exist but held an important place in the town’s history. You never know what may be meaningful to others.

The Genealogy Center at the Allen County Public Library in Fort Wayne is an excellent resource for both free digitization and donation. Watch Elevenses with Lisa episode 31 to learn more.

free records at the genealogy center allen county public library

Learn more about donating your genealogy in episode 31.

I recently heard from a Hal Horrocks, a long-time member of the Orange County California Genealogical Society. In 2017 they started a program called Rescue the Research. They strive to preserve the research done by their past members. It’s a great example of making hard-won genealogy research more accessible to others while reducing the burden on closet space.

Donation isn’t for everybody. However, sadly it is sometimes the only option when you don’t have descendants or relatives interested in retaining your research. Don’t despair. Donating your research is bound to elicit a genealogy happy dance from some future genealogist who comes across your research!

You can learn more about protecting, preserving and donating your genealogy research by watching my video class Save Your Research from Destruction (Elevenses with Lisa episode 10, available exclusively as part of Premium Membership.)

Your ancestors and your descendants will thank you.

It’s been famously said that “you can’t take it with you” when you leave this earth.

You can't take inherited genealogy with you

“You can’t take it with you”

By following these strategies and addressing that reality now, there’s one very important thing you will be leaving behind: the legacy of family history. One that avoids burdening the next generation while providing a lasting connection between all of the generations of your family tree.

Resources

Get My Free Genealogy Gems Newsletter – click here.

Bonus Download exclusively for Premium Members: Download the show notes handout. 
Become a Genealogy Gems Premium Member today. 

Genealogy Gems Premium Membership

Click to learn more about Genealogy Gems Premium Membership.

Episode 71 – Genealogy Organization and Work Flow that WORKS!

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.
 
Genealogy Workflow Organization

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.

 Watch Live: Thursday, September 16, 2021 at 11:00 am CT 
(calculate your time zone

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:

  1. 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 Lisa episode 7.
  2. Conclusions added to Master Genealogy Database (Software on your computer)
  3. Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
  4. Archival Paper Storage (your binders.) See episode 6 (Paper Archiving)
  5. 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:

  1. Capture and hold items
  2. search and retrieve more effectively than on my computer thanks to OCR (subscription)
  3. work my genealogy research plan
  4. easily collaborate with another researcher by sharing a single link
  5. 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.

Genealogy data workflow

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 evernote image to hard drive

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).

genealogy database software

“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:

  1. 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!
  2. Evernote (particularly if the source is part of my current research plan.)
  3. 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.)

Resources

Premium Members: download this exclusive ad-free show notes cheat sheet PDF
Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here.

Genealogy Gems Premium Videos including:

  • Organize Your Research with Evernote
  • Making Evernote Effortless
  • Using Evernote to Create a Research Plan
  • Evernote: 10 Projects You Can Do
  • Collaborative Genealogy with Evernote
Evernote for genealogy genealogical sources

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