When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
Watch episode 71
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.
Three ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player above. 2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 3. Video Player above (Replay) – Available immediately after the live premiere and chat.
Episode 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisaepisode 7.
Conclusions added to Master Genealogy Database (Software on your computer)
Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
Archival Paper Storage (your binders.) See episode 6(Paper Archiving)
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
Items playing a role in a bigger research question that I want all together for now.
Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
Capture and hold items
search and retrieve more effectively than on my computer thanks to OCR (subscription)
work my genealogy research plan
easily collaborate with another researcher by sharing a single link
Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
Example:Items pertains to my family but not part of my current research project.
Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
Items to I want to keep that have been processed.
Digital scans of visual items. Examples: Family Photos, old postcards
Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
How to save a document image to your hard drive from Evernote.
You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!
How Do I Find It Later?
My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).
“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke
When I want to refer back to one of those sources I would look in one of three places:
My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
Evernote (particularly if the source is part of my current research plan.)
The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
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.)
Every genealogist has experienced the frustration of clicking on a link and discovering that the page is gone or the resource is now defunct. Things change rapidly as technology evolves, so it’s a problem that isn’t going away any time soon.
Genealogy Gems Podcast listeners often ask what to do when they run across a broken or defunct website in the show notes of older episodes of The Genealogy Gems Podcast. I’ve got answers for you today that can help you get back on track whenever this happens to you.
I received this email from a listener of the free Genealogy Gems Podcast, and it’s one I’ve received from lots of listeners and genealogists alike:
“As one of your podcast listeners who is working my way through past episodes, I am running into a bit of frustration that I am wondering if you, on someone else reading this, can help me on. I have tried to get to a couple of websites that guests of yours mentioned, with no success. (I’m listening to episodes from) 2010, where I am at now, (and that) may not be all that long ago for many, but it is an eon in internet terms.
Are you, or anybody else reading this, aware of any person or site tracking genealogy related websites that records/posts notations of name changes, buy-outs by other service providers, or just plain disappearances? You might have mentioned some in the interim, but I’m still a hundred episodes in arrears.”
That’s the wonderful thing about podcasts, you can listen when the episode is published or even a decade later. That’s because podcasts, unlike radio shows, are recordings that you can access whenever it’s convenient for you. But my listener is correct, things change quickly online, and that includes website links I refer to in the show notes web pages of older episodes.
How to Find Information When a Website has Disappeared
I love hearing that listeners are enjoying the free Genealogy Gems Podcast archive. We hear over and over that our listeners pick up something new each time they listen. However, I completely understand the frustration of encountering defunct websites and resources. What a bother they are!
Unfortunately with the speed at which online information changes, it’s just about as impossible to keep years of web content current (while still producing new content) as it is finding a genealogy record that burned in a courthouse fire!
The good news is that with a little persistence, you can probably locate where a source has moved to or find alternatives that may provide the same function. Paying attention to clues and details around the original source itself can lead you to alternatives that can accomplish the same goals or provide the same or similar information. And of course, tracking down information that’s gone missing is certainly a valuable skill in all areas of genealogy!
Here are a few great strategies to help you find information when a website has disappeared:
1. The Wayback Machine Can Find Defunct Sites
1) If you run across a link to a now defunct site, copy the website link. Next, go to the Internet Archive at https://web.archive.org and paste the web address that you copied into the Wayback Machine search field. Press enter on your keyboard to run the search on that address. You may very likely be able to retrieve a screenshot of the page.
If you’ve been researching your family history for several years, you’ll probably recognize the screenshot of World Vital Records (below) at the Wayback Machine.
You may not gain access to everything that was there originally, but you’ll very likely glean clues that you can use to find the information you seek on another website using a Google search.
One of the features most recently added to the Wayback Machine is the Save Page Now tool. This helps you capture web pages and add them to the Wayback Machine at the time that you find them. That way, even if the site goes away, you’ll have a copy of the web page for future reference.
This tool works on any web page that allows “crawlers”, which most sites do. Crawlers are used by sites like Google and the Wayback Machine to index information and capture the pages.
To save a web page using the Wayback Machine, copy the web page’s address and paste it into the Save Page Now field. It will bring up the page in your browser and show you that it’s being processed and will be added to the Wayback Machine.
The page will be conveniently stamped with the date that it was captured. This is helpful because even though websites may stay online for years to come, the content on their pages may be changed over time. By using the Save Page Now feature and adding the web page to the Wayback Machine, you will be able to revisit the information that was on that page on that specific date well into the future, regardless of changes that may be made to it over time.
2. Google Your Question
You’ve heard me say it many times: Just Google it!And that certainly applies here. Google is great at finding alternative sources for the same information. No question is a dumb question when it comes to Google.
If you are running into a challenge with a defunct site or have a question, chances are someone else has had the same question! It may have been posted on a message forum, a blog post or the help section of a website. Google can help you find the question and the answers that were provided.
Let’s say you come across a link to the World Vital Records website in the syllabus of a class you took several years ago. (If you’ve been researching your family history for a while, then you probably remember this genealogy records website.) And imagine that when you type the link into your web browser, you discover that the link is broken and the website no longer exists.
Here’s an example of what you could ask Google in order to find out what has happened to the World Vital Records website:
When did world vital records close?
Sunset notice for World Vital Records
Who acquired World Vital Records?
As you can see in the example search in the image above, the sunset notice for World Vital Records, which was acquired by MyHeritage, was issued in September of 2018. Click the link to the article to read up on all the details.
When faced with a broken link your first impulse may be to ask another person or someone you see as an expert on the subject. That can work too, but chances are they may just ask you “did you Google it?” That’s because, like it or not, Googling at the moment you have the question is much faster and provides you with the latest information.
Think of Google as asking your question to every single web page in the world – all at once. If the answer is out there, Google can probably find it.
3. Google the Content
As I said, the internet is growing and changing every day and it is very possible you may find the content is now available elsewhere.
Any good source that provides website URLs will usually include information about what you’ll find on that website. You can use that information to run a Google search. Your goal is to determine if the information you seek is available elsewhere from the same provider, or identify another website that references the same content.
Start by copying short phrases of key information and pasting it into the Google search box. Put quotation marks around the text. Quotation marks are a standard Google search operator and they will tell Google to search for web pages that include that exact phrase, sentence or paragraph. (Quotation marks also work on individual words such as surnames.) If you don’t get an exact search result, remove the quotation marks and place them just around the most important individual key words.
Here’s an example of how this works:
In Genealogy Gems Podcast episode 62 (published back in 2009) I talked with actor Darby Hinton about a new history-themed television series he was producing called Hintons Living History. The show notes include a link to the website devoted to the show. Clicking that link leads to an error page because the website has since been taken down. (For website publishers like myself, we are often faced with the decision between creating new content, or constantly combing through old published content to fix what is out of date. I think you will agree that continuing to create new content is preferable.)
Since the link no longer works, a Google search of the name of the television show in quotation marks (“Hintons Living History”) provides a plethora of information and videos to learn more about the show.
Obvious, But Not Always
While the solutions I’ve shared here may seem somewhat obvious, time and time again I’ve watched people get befuddled by running into broken genealogy website links. It’s totally understandable. In the excitement of the moment of finding something interesting, getting stopped in your tracks by a broken links creates frustration. Our brains tend to focus on that obstacle and frustration rather than the simple solutions that are available.
Now you have a game plan that you can use so that broken links will only be a blip on your genealogical research path.
This article was originally written in January 2019, and extensively updated August 6, 2019. Can you find the old version on the Wayback Machine?
Work on your New York genealogy research with these new naturalization and marriage license records. Also: WWII draft registrations; family history records for AL, ID, KS, KY, LA, OH, VA; and records from Australia, Canada (including a mapped-out photo archive of...
Genealogy Gems Podcast Episode 219 In this episode, Lisa shares the stories of Julianne Mangin, who has explored the tragic and twisted stories of her ancestors, Graziella and Philippe Metthe. These stories caught Lisa’s eye: “The tragic tale with...
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.
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.
Premium Members get the entire video class plus 7 page downloadable handout.
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.
For centuries, the month of June has been the most popular choice for weddings.
All about June Weddings – Genealogy Gems
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.
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.