Genealogy Gems Podcast Episode 242 – Genealogy Research Questions
Podcast host: Lisa Louise Cooke
June 2020
In this episode we discuss how great genealogy questions and research plans can help you accomplish your family history goals. Then I’ve got ideas you can start using right away to manage distractions effectively.
Watch Elevenses with Lisa live on the Genealogy Gems YouTube channel on Thursdays at 11:00 AM Central. After the live show you can watch the video replay at your convenience. You’ll find the show notes for Elevenses with Lisa here on the Genealogy Gems website.
Research Plans and BSOs
On March 26, 2020 I started producing a new weekly YouTube Live show called Elevenses with Lisa. Originally it was in response to the fact that COVID-19 had created a situation where we were all staying home. For me that meant that all of my in-person speaking engagements for the foreseeable future had been cancelled or rescheduled. I saw it as an opportunity to take on a new challenge, which is live video production.
I love doing the live show on YouTube. It’s definitely different than doing a podcast. It’s more interactive which in turn makes me more animated. And obviously it’s a visual medium so it provides an opportunity to show as well as tell.
Of course, sitting down to watch a video is more stagnant than listening to a podcast. When you’re listening to a podcast you can still move about and get things done if you want. So, I’m sure there are some of you who haven’t seen the Elevenses with Lisa show yet. That’s why in this episode I’m bringing you a few highlights of the YouTube Live show in audio form.
In episode 2 of Elevenses with Lisa I talked about the importance of creating research questions and plans. This was the first presentation in a series called How Alice the Genealogist Avoids Falling Down the Rabbit Hole. If you want to stay on track and achieve your genealogy goals, a research plan is really essential.
Then in the third episode I talked about “Bright Shiny Objects”, also known as BSOs, that can distract you from your research plan. I shared the techniques I use to deal with them so that I don’t miss a good thing while still staying on track.
If you watch the show this will be a refresher for you, and if you haven’t gotten around to watching it, I hope it will inspire you to join us in the future, as well as help you improve your genealogy research today.
You will find the complete notes for the topics discussed in this episode (and more) in the show notes web pages for these episodes of Elevenses with Lisa:
Episode 2 – how research questions and plans will improve your genealogy research.
Episode 3 – dealing with Bright Shiny Objects that threaten to get you off track.
Get the Entire “Alice” Video and Handout
If you enjoyed this portion of How Alice the Genealogist Avoids the Rabbit Hole and you’re a Genealogy Gems Premium member, I have the entire presentation edited together in one complete video class for you in the Premium Videos area at genealogygems.com.
There you can also download the complete handout which is ad-free and 7 pages long. It includes not only research plans and BSO management but also creating supportive research environments both on your computer and mobile devices.
Become a member here.
GEM: June Weddings
Monday, June 15.
For centuries, the month of June has been the most popular choice for weddings.
One of the purported reasons was that some hundreds of years ago, this time was just after May’s annual bath, so the happy couple and the guests were about as clean as could be hoped.
With the ensuing advances in plumbing and overall hygiene, dressy weddings are readily staged year-round, from simple civil ceremonies and backyard or back-to-nature vows, to elaborate church functions. In normal years, there are more than 2.2 million weddings across the nation.
The median age at first marriage for women is now 28 years— up six years since 1980. Men are now an average age of 29.8 when they take their first vows.
Sources:
June weddings, accessed 2/3/2020
Number of marriages, accessed 2/3/2020
Getting Your History Digitized
Our family’s history comes in many forms, and some of them over time can become obsolete. I shared in this episode my continuing progress on my own project of converting the rest of my old home movies that are in a variety of formats (8mm, mini DV, High 8, and VHS.) I use Larsen Digital and have been extremely pleased with the service and results. The folks at Larsen Digital have put together special and exclusive discounts for Genealogy Gems listeners and readers. Click here to learn more and receive exclusive discounts and coupon codes.
Read more: 5 Steps to Digitizing Your Old Negatives
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Download the Show Notes
Family History Episode 45 – Genealogy Blogs Started by YOU–the Podcast Listeners!
Family History: Genealogy Made Easy
with Lisa Louise Cooke
Republished 2014
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Download the Show Notes for this Episode
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 45: Genealogy Blogs Started by YOU!
In recent episodes of this podcast, we’ve been talking about how and why to create a genealogy blog. In this episode I’m going to share some of the family history blogs that YOU—the listeners—have created. I’m hoping you’ll be inspired to blog by what others are doing, or that you’ll take note of any blogs that can help you or perhaps are relevant to your own family history. Being a community is what gives genealogists strengths and inspiration. Get your notepads out and get ready to jot down these terrific blogs!
Below are the blogs mentioned in the show. Most of them stayed active and have very recent posts! What a great thing to see the success they’ve had since getting started. There’s only one blog we didn’t find when we republished this episode: Teri’s blog on her Pomeranian ancestors.
Listeners’ Genealogy Blogs
Fermazin Family Ancestry by Nancy Peralta (NEW URL)
Leaves of the Tree by Kay Haden (NEW URL)
Are You My Cousin? by Lisa Lisson (NEW URL)
Kolbe Genealogy Blog by Michelle Kolbe
Finding the Flock—A Genealogy Research Blog by Sean Lamb
Gus’s Genealogy Blog by Gus Marsh
BELL family History – York W.A. by Graham Wilkie
New Genealogy Blogger Take-Away Tips:
- Beginning is the most important step!
- Writing up your brick walls and family groups is a great way to summarize in your mind where you are in your research, which often generates new leads.
- Try posting more articles to generate content for the search engines.
- Put your blog URL on message boards relating to your surname.
- Have you lost track of someone else’s blog that is no longer at its old URL? Search for the blog, the blogger’s name and other keywords (surnames, topics, places) to discover whether it’s migrated to a new URL. That’s how we located some of the blogs above when we republished this episode.
Starting a Genealogy Blog Q&A
(Please note that features and layouts of blogging platforms change over time. These answers were current as of the original podcast publication date. If things have changed, use clues from the answers to find the current answer!)
Question: I set up my blog in Blogger. There does not appear to be any spell checker. How is your blog set up in terms of writing and editing?
Answer: Yes, Blogger has a spell check. When you’re in Compose mode, there are buttons across the top of the Compose box. You’ll see Font, Bold, etc. There you will find an icon “ABC.” That’s the spell-checker. Click it and it will run while you’re in Compose mode.
Question: How do I insert the name of the site as a link without typing out the name of the URL? The URL is somehow encoded in the name of the link.
Answer: When links are embedded in the text, this is called a hyperlink. Highlight the text or the name you want to send people to. Then in the Compose box, you’ll see a little button that looks like the link of a chain. Just click that and you’ll get a window in which you can type in the complete web address where you’re sending people (I always go to the webpage I want to link to, copy the full URL and then paste it.)
Question: I set my blog as available to all, but a search even for the exact name of the blog doesn’t bring it up in my search engine. Why is that?
Answer: You can do a couple of things in your blog to help search engines notice you, but the reality is that perhaps Google hasn’t yet “crawled” your blog. Google combs and indexes website every day, and perhaps they haven’t gotten to you yet. You can go to Google.com/addurl, and there you can send your blog address to Google and that will get it indexed much more quickly. Get lots of new posts up with specific words (surnames, locations and other terms about your family).
Episode 71 – Genealogy Organization and Work Flow that WORKS!
Watch Live: Thursday, September 16, 2021 at 11:00 am CT
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Three ways to watch:
1. Video Player (Live) – Watch live at the appointed time in the video player above.
2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat.
3. Video Player above (Replay) – Available immediately after the live premiere and chat.
Episode 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
- Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisa episode 7. - Conclusions added to Master Genealogy Database (Software on your computer)
- Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
- Archival Paper Storage (your binders.) See episode 6 (Paper Archiving)
- Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)
Incoming Genealogy Sources
Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:
- Items I’m exploring for the potential application to my current research project
- Items pending analysis
- Unproven items
- Items playing a role in a bigger research question that I want all together for now.
- Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
- Capture and hold items
- search and retrieve more effectively than on my computer thanks to OCR (subscription)
- work my genealogy research plan
- easily collaborate with another researcher by sharing a single link
- Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
- Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
- Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
- Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
- Example: Items pertains to my family but not part of my current research project.
- Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
- Items to I want to keep that have been processed.
- Digital scans of visual items. Examples: Family Photos, old postcards
- Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
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).
When I want to refer back to one of those sources I would look in one of three places:
- My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
- Evernote (particularly if the source is part of my current research plan.)
- The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
Final Thoughts
Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.
Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)
Resources
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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
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