Elevenses with Lisa is our little slice of heaven where friends get together for tea and talk about the thing that never fails to put a smile on our face: Genealogy!
Are you ready for a year of successful genealogy? Learn how to develop an effective research plan, and preserve and protect your genealogy. Keep reading for the show notes that accompany this video.
10 Questions to Rate Your Readiness for Genealogy Success
1. Have you selected a place to start?
I started learning how to play the guitar in 2020. I began with an online course to learn the basics, and I picked one song that I really wanted to learn how to play.
For three months I worked my way through the course and played that song over and over every day. This resulted in two things: I learned how to play the song, and my husband took a blow torch to my guitar! (Just kidding.)
At the end of those three months I had several weeks where I just didn’t feel I was making any progress at all. I practiced every day, but I wasn’t getting anywhere.
It turns out that I had reached my initial goals – I knew the most popular chords, had memorized the Pentatonic Scale and could play the song Crazy On You for a captive audience in my home. However, I had not stopped to identify my next set of goals. Therefore, stagnation set in.
In an effort to restart my learning and success trajectory, I spent an evening looking through my record collection and I made a list of 6 of my favorite songs. Then I put them in the order I wanted to learn to play them. Most importantly, I identified which one was my top priority to learn. Once I did that, I knew exactly how I was going to spend my practice time.
It sounds simple, but finding and deciding on the place to start (or restart) is really easy to miss. When it comes to genealogy there’s always a bright shiny object online ready to gobble up a few precious minutes, or hours, or days! Having a predetermined project goal in mind will help you get down to business faster and keep you from wandering aimlessly.
2. Have you developed a project research question?
Once you know what your project will be, it is time to formulate the general question. In other words, what is the question you are trying to answer?
In this episode I shared the family story that had been handed down the McClelland family about their ancestor Washington McClelland. The story went like this: “He immigrated to the U.S. from England. He was working on the railroad when he met a girl in Idaho. She became pregnant. They married. He converted to the LDS church. They raised a family together.”
The general research question was “is this story true?” That’s a big question, and one that we’ll break down further in question #3.
Genealogy Gems Premium Members can learn more about formulating research questions by watching the segment HowAlice the Genealogist Avoids the Rabbit Hole Part 1 in Elevenses with Lisa Episode 2. It’s available in the Premium Videos area of the Genealogy Gems website. Don’t miss the downloadable handout! You’ll find the link under the video. (Learn more about becoming a Premium Member here.)
3. Do you have a Research Plan for your genealogy project?
The general project question can usually be broken down into several bite-sized actionable questions. In the example of “Is the story about Washington McClelland true?” we can break that question down into several questions:
Where exactly was Washington from in England?
When did he come to the United States?
Why/how did he end up out West?
Did he work on the railroad?
When and where did he marry?
When was their oldest child born?
Did he join the LDS church?
And many of these questions can likely be broken down further. These more focused question help provide the framework for the project’s research plan. They can then be re-sorted so that they follow a logical progression of answers.
The next step will then be to identify and prioritize the sources (records) that are likely to provide the necessary relevant evidence. Then determine the order in which you will locate each identified record. Finally, add where you think you can find the records to the plan.
4. Do you have the research forms you need?
There are many different types of genealogy research forms: research logs, blank record forms, checklists, just to name a few.
Research logs are great for keeping track of your research plan progress. Blank record forms (such a blank 1900 U.S. Federal Census form) are very handy for transcribing the pertinent information for analysis. And checklists (such as a list of all types of death records) help ensure that you don’t miss and records, and you don’t look for the same record twice!
Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.
Having an organizational system in place takes the guesswork out of where things should be filed, making it much more likely they will actually get filed. It also ensures that you’ll be able to put your hands on your records whenever you need them.
Here’s a secret: There is no one perfect filing system. The most important thing is that it makes sense to you and that you are consistent in how you use it.
In Elevenses with LisaEpisode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)
As you work on your genealogy research you’ll find there are two important tasks you will be doing often:
Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)
Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:
Place a “to be filed” basket next to your desk.
Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.
7. Do you have the supplies you need on hand?
Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.
Here’s what my shopping list looks like:
3” 3-Ring View Binders
(allow you to customize covers & spines)
1” 3-Ring View Binder
1 box of Acid-Free Sheet Protectors
3-Ring Binder Tab Dividers
8. Have you settled on a file naming scheme?
How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.
Here’s what my basic file naming format looks like:
Year (will force chronological order)
First Name (filed in surname folder)
Location
Example: 1920_robert_m_springfield_oh
Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.
8. Are you prepared to make copies?
Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data.
Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off from its cloud hosting service. According to the Wall Street Journal, “other tech partners also acted, crippling operators.”
Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.
My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:
The bottom line is that our family history is our responsibility to preserve and protect. While we can benefit from sharing copies of it online, putting all our genealogy eggs in only the online basket puts it at risk because we don’t have control.
While I love the idea of going paperless and I’ve been striving to do that in recent years, I’m changing my tune on this. For several years I’ve been strongly recommending that you get your own genealogy software on your own computer and use it as your master database. All online family trees are simply copies. Many people, particularly those who rely solely on FamilySearch often wondered why I was so concerned. The events of this week make my point and put an exclamation point on the end of it.
Making digital and paper copies of your data is a simple strategy you can put in place today. This means regular print outs of your tree, family group sheets, and the most important genealogical documents. I keep mine in a portable fireproof safe.
We can also make digital copies as well. For example, last year I had all my old home movies transferred to digital and they are stored on my computer. I went the extra step to get copies on DVD and I also copied the digital files onto a terabyte hard drive that is in the fireproof safe.
Remember, your computer is connected to the Internet. If you’ve ever woken up to a Windows update, then you know that tech companies can make changes to your computer. Having your own paper and digital copies are just extra insurance that certainly can’t hurt.
Here’s a checklist of things you can put in place today:
a good printer
extra ink
a stock of paper
a portable terabyte hard drive
Ideas for saving paper and ink:
Print only the most important documents that might be more difficult to replace.
Focus your printing on direct ancestors.
Print in draft mode (depending on the document) and / or black and white to save ink.
Make double-sided copies.
When possible, add two documents to each side of the paper so that one piece of paper holds 4 documents.
9. Is your computer backed up to the Cloud?
I use and recommend Backblazefor computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:
Image courtesy of Backblaze.
I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html
Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:
What is cloud backup?
Why should I use cloud backup?
How does cloud backup work?
Is cloud backup safe?
What should I look for when selecting a cloud backup service?
My personal cloud backup choice
10. Have you scheduled ongoing education time?
Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.
Thank you for making Elevenses with Lisaand Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!
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Recap:10 Questions to Rate Your Readiness for Genealogy Success
Have you selected a place to start?
Have you developed a project research question?
Do you have a Research Plan for your genealogy project?
Do you have the research forms you need?
Have you established Your Filing System?
Do you have the supplies you need on hand?
Have you settled on a file naming scheme?
Are you prepared to make copies?
Is your computer backed up to the Cloud?
Have you scheduled ongoing education time?
Elevenses with Lisa Archive
Premium Member have exclusive access to all of the archived episodes and downloadable handouts. Visit theElevenses with Lisa Archive.
Let us know if you found this video and article helpful. I’d also like to hear from you about the topics you would like to learn more about in future episodes. Thanks!
In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”
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 Resourcessection 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.
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 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).
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.
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 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.
VIDEO & SHOW NOTES: Learn how Archives.com can help you find your family history. We cover getting started, finding records, building your family tree and answer the question as to whether you should use it if you already use another genealogy website.
Why Use Archives.com?
If you’re new to genealogy, returning after taking a break, or just need a new place to search, Archives.com has a lot to offer. I’m going to show you how to get started with this affordable website packed with genealogical records.
The folks at Archives.com asked me to make a video sharing what I think about their website, so full disclosure, they are sponsoring this video. However, they have no clue what I’m going to say. For the past 17 years that I’ve been podcasting and just shy of that I’ve been publishing videos at the Genealogy Gems YouTube channel, I’ve always given you my honest opinion and shared my best strategies. So let’s get started and do that right now as I answer some of the most common questions about Archives.com.
What Makes Archives.com Unique?
Like many other genealogy websites, it has billions of genealogy records. However, the subscription is a fraction of the cost of other big name websites. That makes it ideal for beginners, or if you just need a new place to dig for records in addition to your other subscriptions. Start with a free 7-day trial to find out what Archives can do for your genealogy research.
What Does Archives.com Offer?
The main focus of the website is searching for genealogical records. And they have billions of the most popular.
Archive.com is owned by Ancestry, and according to the folks at Archives there is some overlap, just like there would be with other genealogy records sites. But Archives does include records you won’t find on Ancestry, and there are records on Ancestry that are not on Archives. Since Archives is much less expensive, it’s worth a look.
What Record Collections are Included?
The easiest way to find out if Archives.com has the record collections you want is to go to the Collections page at https://www.archives.com/collections or click Collections in the menu.
They currently have 650 record collections that include billions of individual records.
Use the filters on the Collections page to browse by Keywords, Record Type or Country. Click the down arrow on the Record Type filter to get a quick overview of the types of records the site focuses on.
In addition to some of the traditional types of records like birth, marriage, death, census and immigration, you’ll find some special collections such as Memory Pages, Surname Histories, and CityDirectories.
If you’re trying to find ancestors in the “old country”, check the Countries filter list before you start searching. No point in looking for records for a country that they don’t have.
How to Search for Records at Archives.com
In genealogy, we start with ourselves and work backwards. Your grandparents are a great place to start searching. When searching for records, I recommend that you start with a particular ancestor in mind and fill in as many details as you can about them before you move further back in your family tree.
There are three different ways to start searching:
Use the search fields at the top of the home page.
Click the Advanced Search link to go to a more robust search page.
Or click SEARCH in the menu which also takes you to the Advanced Search page.
I recommend going straight to the Advanced Search page. This way you can cut out the results that don’t match and zero in on the time frame and also the type of records you want to find.
In searching for genealogy records it’s important to balance searching narrowly enough to get to what you want while searching broadly enough not to miss something.
When searching for less common names, try just searching on the name without clicking the Exact match box. This will keep your results fairly broad and provide an opportunity to see how many and what kind of results you get. By not narrowing the scope of the search, you’re less likely to miss a record that has a slight name deviation.
Take a moment to quickly scroll down and see how many are close matches. Chances are it’s just a fraction of the total results. In my case, there were only about 9 close results out of over 40,000.
If the name you are searching is fairly common, then adding a location and life events with dates can help differentiate people and results.
A Beginner’s Basic Guide
Archives Record filters are in the general order that you need for genealogy:
Gather Death, Marriage and Birth records first.
Fill in with Census Records throughout your ancestors’ lifetime.
MilitaryService and Immigration Records are also really important milestones to find.
Fill in even more like City and Telephone Directories which were often published yearly.
Check out Family Trees that might include your ancestor, and Media records that can further fill in their story.
Can You Build a Family Tree?
Yes! Archives.com includes a family tree builder users can attach their records to and a discovery engine that helps users find new records about their ancestors. Start with your parents or grandparents.
You can search other people’s family trees from the Advanced Search page. You can also create your own tree. Archive’s provides a nice, simple user interface to build out a family tree online.
I just want to say that in my opinion, the very best place to build your family tree is in genealogy database software that you use on your own computer. That way you always have control of it no matter how long you have a subscription to any website. But if you’re just getting started, this is a great way to get your feet wet
If you’ve already created your tree on your own computer, then you can export it as a GEDCOM. That is the universal file type for genealogy family trees specifically. You can then upload that file to Archives.com and work with it from there.
My online family trees are not what I call my ‘master family tree’. That is on my computer. So why do I create an online tree? The reason is simple. It’s a great way to generate Discoveries and connections. I use it to generate clues and record hints.
Archives.com makes it easy to create a family tree. Start with yourself, add your parents, and what you know about your grandparents, and you are off to the races! Or, as I mentioned before, you can upload an existing GEDCOM file.
As soon as you set up your tree on Archives and start looking at records, you will start generating Discoveries automatically. It’s a way to speed up the research process and make genealogy easier than it’s ever been before.
Have you found all the school records there are to be had for your ancestors? Most of us haven’t, and the chances are very good that there are still some gems out there waiting to be found. Here are ten solid strategies that will help you track them down for your genealogy research.
Watch episode 82 below.
Because the movement for compulsory public education didn’t begin until the 1920s, many people assume that there few records to be had for genealogical purposes prior to that time. The reality couldn’t be further from the truth. Many children attended school much earlier.
In fact, it may be surprising to learn that the first public school in what is now the United States opened in the 17th century. On April 23, 1635, the first public school was established in Boston, Massachusetts.
Illustration of the Boston Latin School by Ebenezer Thayer, courtesy of Wikimedia
It was a boys-only public secondary school called the Boston Latin School, and it was led by schoolmaster Philemon Pormont, a Puritan settler. The school was strictly for college preparation, and produced well-known graduates including John Hancock and Samuel Adams. It’s most famous dropout? Benjamin Franklin! The school is still in operation today, though in a different location.
Thousands of schools serving millions of students have been established in the U.S. since the inception of the Boston Latin School. (According to 2015-16 data from the National Center for Education Statistics (NCES) there are 132,853 K-12 schools in the U.S.) This means that the chances of there being school records for your ancestors is great indeed!
10 Solid Strategies for Finding School Records for Genealogy
Here are 10 proven ways to find your ancestors’ awkward yearbook photos, sports triumphs, and much, much more.
1. Establish a Timeline of your Ancestor’s Education
Check your genealogy software database to figure out when your ancestor would have attended high school or college. Keep in mind, as recently as the 1960s, children did not go to Kindergarten but may have started school at about 6 years old and beginning in First Grade.
To keep my search organized, I decided to create a simple worksheet form in a Word document. It allows me to identify the right time frames, locations, and other pertinent information for my search, and record my progress along the way.
2. Consult Family Papers and Books for School Records
Go through old family papers and books looking for things like:
school photos
senior calling cards,
high school autograph books,
journals and diaries,
fraternity or sorority memorabilia,
yearbooks and more.
When I dug through boxes and my grandmother’s cedar chest I found several records like…
a Report Card:
My grandmother’s brother’s 6th grade report card found among family papers.
Grandma’s class picture from the 7th grade in 1925, Chowchilla, California. She is in the back row on the far right, and her brother is the boy in the center of the back row:
Grandma (back row, far right) with her 7th grade class.
And Grandma’s senior portrait, 1930:
Grandma’s senior portrait from 1930
3. Google for Academic Family History
From the professional website of the state archives to the family history site cobbled together by a cousin you’ve never met, the potential for finding school records on the vast expanse of the internet is limitless! Google is the tool to help you locate websites that include school-related records with lightning speed.
Since I’m not sure which school my grandmother attended, I started off my search for my grandmother’s school with a simple query for the history of schools in the county where she lived as a child:
Google search for the history of school’s in the county
I was pleasantly surprised at the first search result. It’s a newspaper article from the Madera Tribune literally outlining the history of how the schools evolved in the county! It details such things as the driving forces behind where schools were located, when they were founded, and which ones at the time of the article were no longer in existence.
History of Madera Schools Outlined in the Madera Tribune, September 1955.
Next, I focused my attention on the grade school listed on Grandma’s brother’s 6th grade report card that I discovered during my search of family papers. I Googled the name of the school, county and state.
A search like this can literally deliver millions of results. In fact, this specific search brings up over 1 million search results.
You can typically reduce the unwanted search results by 90% by using search operators. These symbols and words give Google further instructions on what you want done with the words you are searching.
While I cover a large number of operators in my book The Genealogist’s Google Toolbox, I’m going to use just one of the most popular to dramatically improve my search for the Sharon school.
In the example below I put quotation marks around the name of the school. Doing this explains to Google that I want this phrase to appear exactly as I typed it in every single search result. You’ve probably noticed that when you search a phrase by itself, you’ll receive results that include only one of the words, or the words spelled differently, or in a different order. The quotation marks search operator prevents this from happening. It mandates that the phrase appear on every result exactly as you typed it.
Using Search Operators to Google the Grade School
Notice that I didn’t put quotation marks around the county name or the state. I recommend using search operators sparingly, at least in your initial search, to ensure that you don’t miss out on good results. If I were to put quotations marks around “Madera county” I would not receive any web pages that do mention Sharon School but just don’t happen to mention Madera County as a phrase.
Notice also that this search resulted in just over 11,000 results, a small fraction of what I would have received had I not used the quotation marks! Even more important is that the results on the first few pages of are all very good matches.
I could try a few more variations such as adding words like history, genealogy or records.
My googling led me to the Internet Archive where I found old silent color movies shot in the 1940s. There were several films and one featured the local school in the area where my relatives lived. Many, many people were filmed! Could one of those faces be one of my relatives?! Learn more about finding genealogical information includes school records by watching and reading 10 Awesome Genealogy Finds at the Internet Archive.
Click image to watch episode 43.
4. Search Newspapers
Historic newspaper are also a wonderful source of honor rolls, school sporting events and anything else having to do with school life.
While there are certainly more historic newspapers online than ever before, it’s still a fraction of what is available.
A visit to the Chronicling America website can help. At the home page click the U.S. Newspaper Directory button:
Click the U.S. Newspaper Directory button at Chronicling America
On the Directory search page, enter the state, county and town:
Search the U.S. Newspaper Director for the school location.
On the results page, click the “View complete holding information” link:
Click “View the holdings”
Now you can view all of the known available locations for this item:
The item I searched for has three known locations.
In my case, the Chowchilla newspaper of the early 20th century has not been digitized and is not available online. However, the California State Archives in Sacramento has an extensive collection of microfilm. I was able to make the trip in person, and was certainly glad I did! They not only had the newspaper I needed but also countless other resources that were helpful for my genealogical research.
My Grandma listed by name in the newspaper for making the Freshman high school honor roll.
Here are additional resources to help you find newspapers for your school records research:
Local newspapers can also be found by searching for the public library website in the town where your ancestor attended school. Check the library’s online card catalog or contact them directly to see what newspapers they have and whether any can be loaned (on microfilm) through inter-library loan.
Click here to search Genealogy Bank – (This page includes a 7 day free trial option.) This popular subscription website has over 11,000 newspaper, 95% of which Genealogy Bank says are exclusive to their website.
5. Consult U.S. State Archives and Libraries
The public libraries and state archives across the country are a treasure trove of genealogical resources, and that includes school-related records.
While it’s easy to stop by your local library for a search, it may not be as easy to make your way to the public library in the town where your ancestors lived. Turn to the internet to do your homework regarding the repositories, their holdings, and the most convenient and economical way for you to access them.
Start by conducting a search. Once you find an item of interest, enter your zip code under the “Find a Copy in the Library” section to identify where it’s available.
Enter your zip code to determine your proximity to the libraries and archives.
As you can see, the name of the libraries are hyperlinked so that you can click through to the item on their website. This makes requesting a look-up or photo copy very easy.
I can’t stress the value of State Libraries enough. Gere are three more excellent resources:
Click here to read Archivist Melissa Barker’s article called Using Vertical Files in Archives.
6. Contact State Historical and Genealogical Societies
In addition to newspapers, state historical and genealogical societies might have old yearbooks, school photograph collections or other records. For example, the Ohio Genealogical Society library has a large collection of Ohio school yearbooks.
Local historical and genealogical societies may also have school memorabilia in their small or archived collections.
To find contact information for a local historical or genealogical society, Google the name of the county and state and add the words genealogy, history and / or society at the end. For example: Darke County Ohio genealogy society.
7. Search for Online Yearbooks
One of the most exciting genealogical record collections to have come out in recent times is Ancestry.com’s U.S. School Yearbooks 1900-1999 collection. It is an indexed collection of middle school, junior high, high school, and college yearbooks from across the United States.
In June of 2019 Ancestry replaced old records with new updated records for most of the yearbooks found on the site. They also added new records from 150,000 yearbooks that previously only had images available. Later in August of 2019 they improved the collection even further by adding a staggering 3.8 million new records. This update also included 30,000 new image-only books.
Ancestry also has an extensive indexed collection of middle school, junior high, high school, and college yearbooks for Canada. Click here to search the Canadian collection.
MyHeritage has an international collection of yearbooks. In the menu under Research go to the Collection Catalog and search for Schools & Universities.
Additional websites featuring yearbooks include:
Old-Yearbooks.com – According to the website, “Old-Yearbooks.com is a free genealogy site, displaying old yearbooks, class rosters, alumni lists, school photos and related school items. All materials on this site are the property of the submitter. You may not use the images, text or materials elsewhere, whether in print or electronically, without written permission from the submitter or this site.”
Classmates.com – “Register for free to browse hundreds of thousands of yearbooks! You’ll find classic photos of friends, family, and even your favorite celebrities. Viewing the books is always free, and you can purchase a high-quality reprint.”
E-Yearbook.com – Their goal is to digitize all old high school, college & military yearbooks. The site has millions of yearbook pictures digitized, they say they are adding thousands of new pictures every week. “From our estimates, we offer the largest collection of old high school, college and military yearbooks on the Internet today.”
8. Check Township Archives
You might be thinking you didn’t read that right, but you did. Townships are small areas within the county. These small townships may have their own archives or one room museums. They are often the holders of some pretty one-of-a-kind finds.
The best way to determine what the township may have is to contact the township trustees. Google your township name, the county name, state name, and add the word trustee. You will likely need to give one of the trustees’ a phone call to ask what resources might be available.
The auction website ebay is the perfect place to look for school record and memorabilia, particularly hard-to-find yearbooks.
Conduct a search on the school or town you are looking for to see if anyone is selling a yearbook that you want. (You’ll need a free ebay account to do this.) Also, search for old photographs or postcards of the school building that you can add to your family history.
Initial search for school items at ebay
When I searched for Chowchilla California School, several auctions for school-related items from Grandma’s high school came up. Unfortunately, these are auctions for yearbooks after she had already graduated. But no worries! This search is only for today. Tomorrow someone could put up an auction for exactly what I want. There’s only one problem: no one has enough time to search every single day!
A way to save time and ensure that you don’t miss new auction items is to save your search.
Click the Save this search button toward the top of the page:
Click the Save button to save the search you just ran.
By doing this, you will be sent an email any time a new auction comes up that meets your search criteria. You can learn more about setting up ebay saved searches for family history by listening to Genealogy Gems Podcastepisode #140.
Here’s another one of my favorite strategies: After you run your initial search, check the box on the results page to include completed listings.
Click the Completed search box in the left hand column
In the revised “Completed” search results you may see some items that are of interest. If the item has a green price, it means the item was sold. If the price is black, it did not sell.
Each item will also have a link that says View Similar Active Items. Click that to see a list of items currently for sale that are very similar to one that you wanted.
You can also contact the seller of any item to inquire about the unsold item or to ask whether they have related items.
Bought on ebay: A yearbook from the school where my husband’s grandfather was a music teacher
I bought the yearbook above on ebay several years ago. It includes several photographs of my husband’s grandfather who was a music teacher at the high school back in the 1940s.
10. Call the School
If the school is still in operation, try calling the main office of the administration office. They may have old yearbooks and scrapbooks in their library or on display. If they don’t, they may very well be able to tell you where they can be found.
You can obtain contact information by Googling the name of the school and the location.
Good times to try calling a school are mid-morning after kids are settled into class, or between 3 and 4:00 pm local time, when many of the kids have gone home but the school office is still open.
Tell Us About the School Records You Find
Using these strategies you are bound to find more school records for your genealogical search. Please leave a comment below and share what you found, where you found it, and which strategy you used. It will inspire us all to keep looking! And if you have a favorite strategy that we didn’t mention here, please do share that too.
The Genealogy Gems Podcast Episode 200 with Lisa Louise Cooke
Listen Now
It’s finally here – the 200th episode of the free Genealogy Gems podcast, also celebrating its 10th year.
In this special episode, Lisa invites Professor Mark Auslander to share his discoveries about a mother and young daughter separated by slavery. Learn how he pieced together their story from a poignant family heirloom found at a flea market.
Throughout the episode, you will hear from several listeners, past podcast guests, Gems staffers and supporters in the genealogy industry with congratulations, memories, stories, and favorite Gems tips. Listen for the DNA success story of an adoptee who never gave up his search for his biological roots.
Thanks to all listeners and friends who sent congratulations! Among them are:
Yev Pusin, Social Marketing Marketer, Backblaze online computer backup service, also celebrating its 10th anniversary
MAILBOX: LISA AND SUNNY
The following were mentioned in listener emails and voicemails:
Family History: Genealogy Made Easy Podcast by Lisa Louise Cooke. This is a FREE step-by-step series for beginning genealogists?and more experienced ones who want to brush up or learn something new. One listener mentioned the series on naturalization records in episodes 29-31.
The Genealogy Gems Premium Podcast by Lisa Louise Cooke. Monthly episodes?and the full archive of past episodes?are available to Genealogy Gems Premium website subscribers. This podcast takes what you love about the free Genealogy Gems podcast and goes deeper, broader and more exclusively into topics of interest for U.S. and international audiences.
Using Evernote to organize your family history research: free tips and great resources to help you make the most of this free app (or its Premium version) to keep all your genealogy research notes and links organized and at your fingertips.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/Lisa.
Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search WebHints on FamilySearch.org, Findmypast.com and MyHeritage.com. Soon RootsMagic will also be able to search records and even sync your tree with Ancestry.com, too.
Mark’s path to the probable family of this artifact used these techniques:
Look closely at all clues from the artifact: the fabric, stitching, colors, facts conveyed in the text, etc. Look at both the historical clues and the artistic or symbolic aspects of it.
Create a profile for the people mentioned based on what is known. Probable age for Ruth Middleton in 1921, etc.
Use contextual and social history clues to hypothesize a scenario. The inclusion of “South Carolina” hints that the seamstress didn’t live in South Carolina, so he guessed that she was part of the Great Migration of millions of African-Americans in the early 1900s who headed from the rural South to the industrial Midwest and other urban cities.
Take advantage of unusual clues. Rose is a common name for an enslaved woman, but not Ashley.
Look through all available records. Possible census listings for Ruth Middleton in 1920 didn’t seem likely candidates. He dug through marriage records for Northern states until he found a woman named Ruth who married a man named Middleton who fit the profile he’d created.
Use specialized sources for African-American research, especially records created by and about the slaveholder that relate to the holding, sale or transfer of enslaved people.
Mark says that some researchers describe the search process as “guided by some force larger than yourself that keeps you going through those endless hours in microfilm rooms or online. But it does connect us all in very profound ways to those who came before and those who come after?.Through genealogical work, in a sense we can triumph over death itself and we can move back and forth in time in the most remarkable way.”
Coming up next month in The Genealogy Gems Podcast episode 201: An interview with Angela Walton-Raji on finding African-American ancestors. She shares tons of resources! Even if you haven’t found any African-Americans on your family tree, the challenges and rewards of African-American genealogical research are both fascinating and moving to learn about.
Legacy Tree Genealogists provides expert genealogy research service that works with your research goals, budget and schedule. The Legacy Tree Discovery package offers 3.5 hours of preliminary analysis and research recommendations: a great choice if you’ve hit a brick wall in your research and could use some expert guidance. GENEALOGY GEMS EXCLUSIVE OFFER: Go to www.legacytree.com/genealogygems and use coupon code GEMS100to save $100 off your purchase of research services (expires 4/30/17).
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 drawn 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.
Click here to read an introduction to using WPA records for genealogy.
Annie Barrows is also the co-author of The Guernsey Literary and Potato Peel Pie Society. This novel takes place after World War II in a London recovering from the Blitz and an island recovering from German occupation. At the heart of Guernsey is an unlikely love story and the inspiring tale of a community that took care of each other in their darkest days with humor, compassion and good books.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
