Elevenses with Lisa Episode 39 Show Notes
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 How Alice 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.
Free Genealogy Forms at Ancestry
Here you’ll find several common and helpful genealogy forms including:
- Ancestral Chart
- Research Calendar
- Research Extract
- Correspondence Record
- Family Group Sheet
- Source Summary
- US, UK And Canadian Census Forms
5. Have you established Your Filing System?
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 Lisa Episode 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)
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:
- Ancestry Case Study
- FamilySearch mentioned in the article The Future of the Family History Industry.
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 Backblaze for computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:
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.
On the Genealogy Gems YouTube channel:
- Click the Subscribe button
- Click the bell for notifications.
- Use a free service like Blogtrottr.com to receive email notification reminders. Simply paste the Genealogy Gems channel URL into the first field,
enter your email address and select from the drop-down menu how often you would like to receive notifications. Then click the orange “Feed Me” button. When I post a new video or schedule an Elevenses with Lisa episode you’ll receive an email notification.
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
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Genealogy Gems Podcast Episode 231
with Lisa Louise Cooke
Listen now, click player below:
In this episode:
- The latest tech news from Google Earth, FamilySearch and MyHeritage
- Alice’s Story – genealogy research with blogger Julianne Mangin
- Cemeteries – both for ancestors and their pets
Please take our quick PODCAST SURVEY which will take less than 1 minute. Thank you!
Google Earth News
Jennifer in California sent me a fascinating item recently , and she says “Thought you might get a kick out today’s blurb from Google, where they pat themselves on the back for what can be done with Google Earth. No argument from me; it’s amazing!”
So, what can be done with Google Earth besides all the family history projects that I teach here on the podcast and in the Premium videos? Well, Peter Welch and Weekend Wanderers in the UK are using Google Earth to find treasure!
FamilySearch Adds Audio
FamilySearch.org, the free and massive genealogy website from the Church of Jesus Christ of Latter-day Saints has added a new way for you to add more memories to your tree.
In addition to photos you can now add audio both at the website and the FamilySearch FamilyTree and Memories apps which you can download from your mobile device’s app store.
So now as you’re selecting and uploading family photos to familysearch, you can also gather and record the stories that go with those photos. It’s sort of like being able to write on the back on the photograph, but in an even more personal way.
Your voice, and the voices of your relatives can now be part of your family’s history.
Read the article about adding audio
From the FamilySearch website: “Photos and audio attached to deceased ancestors can be viewed by other users on the FamilySearch Family Tree. To protect privacy, photos and audio attached to living people can be seen only by the person who added the memory unless that person shares the memory or album with another user.”
MyHeritage App update
Among the newly introduced features are Family Timelines, the ability to view family trees that you’re matched with, the ability to choose which information you extract from Smart Matches™, an improved research page, and more. Read all about it here
We received lots of great feedback on the article 3 Shocking Discoveries I’ve Made While Searching Cemeteries by Joy Neighbors
From Craig: “After finding my Paternal grandfather and great-grandfather, I looked for my Paternal GG Grandfather in the same area. No luck. I went to the R.B. Hayes library in Tiffin, Ohio and started looking at every page in the burial listing for the township I thought he would be in. And there he was – last name misspelled! (The “A” was changed to a “K”.) I was able to drive over to the cemetery and located his stone – still readable after his burial in 1885. I plan to go back to the area this summer to look for his wife, who was buried elsewhere (they were separated.) I wish I could get someone to update the lists with the correct spelling, to match the gravestone and census papers, but that seems impossible to do.”
“My brother Ray says we have visited more dead relatives than live ones. Trying now to visit the relatives above ground!”
Spent many hours walking, crawling, pushing through brush brambles and briers just to find and take pictures of tombstones. I regret only one such adventure. If I may. My sweetheart and I went to a small cemetery in New Jersey to gather family names and pictures for Billion Graves and our personal records. While I was taking pictures, my wife was clipping brush and bushes from the stone that identified her families plot.
We had a great day. I filled two clips of pictures and my sweetheart did a magnificent job on that stone. It was only a few hours later, when she started itching that I really “looked” at the pictures and realized that the brush that she cleared from that stone was poison ivy. Wouldn’t have been so bad, but when she found that I’m not affected by poison oak, ivy or sumac. She was not happy.
I have recently started doing ancestry research and have been astounded at what I have found. No creepy tree stories. However, it is nice to know that some ancestors took special care to by buy family plots even though they knew eventually the girls might marry and want to be buried with their husband. I found it interesting that both my grandfather and my grandmother are both buried with their individual parents.
Shirley’s story jogged my memory. My mother died in 1934 when I was 4 years old. She is buried in her father’s plot rather than my paternal grandfather’s plot. I have wondered for years why the burial was arranged that way and imagine all sorts of situations. Were the families feuding? Was one family more financially able to foot the bill. Did my paternal grandfather not like my father? Hmmmm………
I checked out this book from the local library about a month ago. Decided I needed my own copy. All genealogist should read it. It is very informative & entertaining.
About 5 years ago I found the farm on which my gr great grandparents were buried. The tall granite marker with the parents’ names had been knocked over, the foot stones stacked and several large rocks were around the monument and it was in the middle of a field that was being planted and harvested. We made contact with the owner and received permission to have it raised.
In the meantime, I found an obituary for a son who was buried on the family farm. I also found an article about a woman who did dowsing, contacted her and she agreed to come perform the dowsing. I was videoing it when my phone went totally dead! I had never had that happen and it was charged. Thirty minutes later it came back on mysteriously!
She found 2 adult women, 2 adult men and three toddlers. After further search I found another obituary for a grown daughter buried there and 3 toddler grandchildren who died in 1882. She said that the large rocks would have marked the graves. Sadly, they had totally desecrated the family cemetery. But I was excited to learn all I did and was startled by the phone totally dying.
The free podcast is sponsored by RootsMagic
GEM: Genealogy Research with Julianne Mangin
We first talked to Julianne last year in Genealogy Gems Podcast episode 219. In that episode we explored the tragic story of Julianne’s ancestors, the Metthe family. It was a riveting case study of the twists and turns that genealogy can take us on.GEM: Checking in with Julianne Mangin
Julianne had originally been a bit of a reluctant genealogist. But after a 30 year career in library science, including 14 years as a librarian and website developer for the Library of Congress in Washington DC, she could couldn’t help but try to find the truther in the piecemeal stories that she was told by her mother.
Julianne has continued to research and write at her Julianne Mangin blog, and I thought it would fun to check back in with her and see what she’s been up to.
Her latest blog series is called Alice’s Story. It follows the path of discovery she followed to uncover the story of a previously unknown aunt.
- Alice’s Story Part 1
- Alice’s Story Part 2 – the Exeter School
- Alice’s Story Part 3 – Final Resting Place
The research began where most good genealogical research begins: at the end of Alice’s life and her death certificate.
Institutional Records – But with few records and no first-hand interviews available, Julianne turned to researching the institutions themselves to dig deeper into Alice’s experience.
Genealogy Gems Premium Video: Institutional Records (membership required)
State Census Records can help fill in the gaps between the federal census enumerations. Search for “state census” in the card catalog:
The free podcast is sponsored by MyHeritage
State Censuses at the FamilySearch Wiki
“Copies of many state censuses are on microfilm at the Family History Library. The Family History Library’s most complete collections of state censuses are for Illinois, Iowa, Kansas, Massachusetts, Minnesota, Mississippi, New Jersey, New York, Rhode Island, and Wisconsin. However, censuses exist for the following states also:
Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Indiana, Louisiana, Maine, Maryland, Michigan, Missouri, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Oklahoma, Oregon, Rhode Island, SouthCarolina, SouthDakota, Tennessee, Texas, Utah,
Virginia, Washington and Wyoming.
Old Postcards are a great resource for images.
Genealogy Gems Premium Podcast episode 16 and episode 76 feature strategies for finding family history on ebay. (Genealogy Gems Premium Membership required)
Become a Genealogy Gems Premium eLearning Member
Gain access to the complete Premium podcast archive of over 150 episodes and more than 50 video webinars, including Lisa Louise Cooke’s newest video The Big Picture in Little Details.
Learn more here
Institutional Annual Reports – Julianne searched for annual reports to the Legislature for more details on the various institutions where Alice resided.
Library of Congress Catalog
“The institutions were like characters in the story.”
You worked really hard on your family history – protect it with the Cloud backup service that Lisa uses: Backblaze.com/Lisa
Download the Show Notes PDF in the Genealogy Gems Podcast app.
Change is something we can always count on, but that doesn’t make it any easier, does it? Understanding why the change is happening, how it affects you personally, and what you can do to adapt, does. So, when FamilySearch announced the end of their long-standing microfilm lending program, I immediately sought out the key expert who can answer these questions for you.
FamilySearch’s Goal for Microfilm and the Family History Library
It seems like only yesterday I was interviewing Don R. Anderson, Director of the Family History Library about the future of the library and FamilySearch. Back then, in 2009, he made the startling statement that their goal was to digitize all of the microfilms in FamilySearch’s granite vault. (Click here to listen to that interview in my Family History: Genealogy Made Easy podcast episode 16.) Fast forward to today, and we see that in less than ten years that end goal is within sight. We are also seeing the ending of a service nearly every genealogist has tapped into at some point: the microfilm lending program. Family historians have been able to place orders for microfilm to be shipped to their local Family History Center where they could then scroll through the images in search of ancestors.
On August 31, 2017, this service comes to an end.
Fear of the Unknown
It’s sort of scary to see this come to an end before every last roll of microfilm has been digitized and put online (just head to social media to read some of the concerns). It’s definitely been comforting to know that the records you need are just an order form and two weeks away.
I have always found that being armed with information helps alleviate fear, and so upon hearing the news, I reached out to FamilySearch to arrange a special interview with Diane Loosle, Director of Patron Services at FamilySearch. In this special Genealogy Gems Podcast interview, we take the time to really comb through what the end of the microfilm lending program means for you, and what your options are for records access going forward. I’ve been anxious to get this information into your ears and hands, and have spent the entire weekend producing this episode and transcribing it for you.
The Interview: The End of the FamilySearch Microfilm Lending Program
Lisa: One of the constant challenges for genealogists is gaining access to genealogical records that they need for their particular family history research. I imagine that you’ve had that challenge yourself. Thankfully, since 1938 the FamilySearch organization has been microfilming records around the world. They’ve been making these records available through the Family History Library in Salt Lake City, and through a tremendous lending program with their Family History Centers located worldwide. And that may be where you’ve gotten your hands on a couple of microfilms and records over the years. But of course, as the Internet has been more accessible over the last two decades, this is changing the landscape of record access. So more and more we are gaining access to digitized records online, and this has led to a really big change in the long-standing microfilm lending program.
I’ve invited Diane Loosle, the Director of Patron Services Division at FamilySearch, to talk about the change that’s occurred, what it means for you, and what your record access options are going to be going forward. Diane, thanks so much for joining me today.
Diane: I’m so happy I could come, and thank you for inviting me.
The Reasons Microfilm Lending is Coming to an End
Lisa: I imagine that you’ve been very busy with the changes. I know that the last day of the microfilm ordering was August 31, 2017. And you know FamilySearch has been digitizing records for years, so we are going to be shifting from microfilm to digitization. Why is right now the time that the change is happening, where you’re actually discontinuing the physical microfilm lending?
Diane: This is such an exciting time Lisa. We’ve been looking forward to this day for many, many years because when you think about the fact that you can get access to these images immediately in your home, for the most part – there are some that you have to access through a center or library, but the majority are in your home – that’s pretty wonderful. And so we are moving to a place where all of our fulfillment for your needs for your records is going to be digital and that’s what this change is all about.
So the reason that it’s happening now is that, a couple of different reasons. First, we have moved through a lot of the microfilm and have had those digitized and they are up online. So it was a good point with that.
We’ve also seen a huge drop in the orders of microfilms. So there’s not very many being ordered now, so that kind of lined up.
And then also our supplier. We have a single supplier for vesicular microfilm, and I think that’s important to understand that we’re talking about a certain type of microfilm because we use that type to make the copies and send them out to you. We have a single supplier, and that supplier has been kind of raising prices and giving us the indication that they would rather not be in that business. And so with all those things together, and the fact that we would like to take the resources that we are currently using to duplicate films, and send them out, and ship them and all of that, we’d like to take those resources and move them towards bringing you more records digitally.
It seemed like the right time to make this decision to finally finish it. Now we do have some of the collection that has not been completed of course, and I think that’s what’s causing most people concern is, “What happens? Can I get access to that during this time that you are still finishing it off?”
Lisa: Exactly, and you know I have visited the distribution center for your lending program, and it was massive and it looked really complicated. And then when you add on the idea that the access to the actual film itself is changing.
I just got a camera from my uncle, and it’s got 25-year-old film in it. It took me all day to find a local store that could develop it for me!
So, it’s like a perfect storm of a lot of technological changes, which is exciting, because as you said we can access things from home.
Digitization and Publishing Limitations
I know that when it comes to the microfilm that you guys have, the goal has been to digitize all of it. But explain to folks what the limitations are in terms of, do you have the rights to lend it, do you have the rights to digitize and put up online everything that you have microfilmed?
Diane: Right. So we are always limited by the rights associated with the collections because the record custodians stipulate those when we do the agreements. And in microfilm, we’ve been circulating things. Our intention is to circulate digitally everything possible legally for us to do. And that’s the majority of the collection.
Now in the process of doing this, what’s happened over the years is that laws have changed around Data Privacy, particularly in Europe and some other locations around the world. And as we’re going through and reviewing all of these, you can imagine these thousands of contracts for this process, we’re discovering that there are some that because of the changes in the Data Privacy laws, they really should not have been continuing to circulate because of those changes.
So those would then in the future be restricted because of the Data Privacy issues. And those are usually very modern records, those that have living people in them.
So there will be a set of records that maybe you could have gotten on microfilm previously that you would not now be able to get digitally. But that’s because they shouldn’t have been in circulation anyway because of the data privacy changes. But for the most part, what we’re circulating microfilm-wise you will have access to digitally.
Now, about 20% of the collection you have to access through the Family History Library, or through a Family History Center or affiliate library because of the contracts we have. And that was also true with the microfilm of course, and now it’s true with the digital images as well, based on the contracts, so there will be a certain set that is in that category.
Family History Center Affiliates
Lisa: Help us understand what affiliate centers are.
Diane: Affiliates don’t have to return the film they have. Affiliates are usually public libraries or Family History Centers in an LDS chapel. Local leadership will decide. So if they keep them, you can still access them. And the Family History Library in Salt Lake City will maintain a large microfilm collection as well. Go to familysearch.org and in the right corner, you’ll find the Get Help link (and click Contact Us). Search by zip code for affiliates near you. They will appear on a map. Libraries have extended hours compared to Family History Centers.
The best way to find out where the films are still located, both physical and digital, is the FamilySearch Card Catalog. Many people aren’t that familiar with the card catalog. Look for the Camera icon, then click to go to the document image.
Lisa: Let’s dig into that a little bit. So we’re talking about, you mentioned the term “affiliate centers” and I know that there are some locations which aren’t technically affiliates. Can you help define that for us? How do we figure out, before we make the jaunt over to the local family history center if that’s one that actually can still have some of the microfilm. Help us sort that out.
Diane: So if you go to any center or affiliate library out there, and I’ll tell you how to find those in just a minutes, they can keep whatever film they already have on hand. There’s nothing that’s saying that they need to send it back. Now that is dependent on decisions made at the local level. So, you know, the leadership of either the affiliate library, which is normally in a public library, or a family history center which is often in an LDS chapel, the local leadership there will make a decision about, you know, the film and what happens to them in the future, but we’re not asking them to send them back. So you’ll still be able to access them. And the library here in Salt Lake will maintain a large microfilm collection as well. So, it will still be available that way.
Now the way that you find these locations is if you go into FamilySearch, up in the right-hand corner there’s a Get Help link, and the Get Help link lets you get in touch with us. And then you can search actually using your zip code to find which centers and affiliate libraries are near you, and both will appear on the map that appears. So, uhm, you can find out which ones are near your location.
The affiliates are, as I said, often public libraries, so they may have extended hours beyond what the family history center might have because the family history center is often as I said in a chapel and manned by volunteers. And so they may not have as many hours as your affiliate libraries may have.
How to Identify Where the Films are Located
Lisa: So whatever they may have had on hand when the lending program came to an end, they had the option to decide if they were going to hang onto it, or if they were going to send stuff back. There’s going to be some just at the Family History Library in Salt Lake City. Do we go into the card catalog to identify where the existing films are still located?
Diane: Yes, so the best way to find out what’s available both digitally and where the films might be physically located is through the FamilySearch Catalog on familysearch.org. So if you go to Search on FamilySearch, and then Catalog, you can look up your location, look up the records your interested in, and it will tell you where those can be found.
Now, if it’s available digitally, and actually most people I’ve talked to where they would have this concern about “oh goodness, I’m not going to have access to my films!”, when I’ve talked with them, and we’ve looked them up, their records were already available digitally, they just didn’t know it. So, if you go in the catalog and look it up where it lists the microfilm, there will be a little camera icon out to the right-hand side, and if you see that little camera icon, you can click on that and that takes you straight in to the digital images for that record.
Now we publish those, we do about digitize about 1,500 microfilms a day at the vault. And we publish those pretty immediately up on to the website through the catalog. You will not find those through the Historical Records part of FamilySearch under Search Records. They’re just through the catalog, so there’s a much larger collection available through the catalog than what you see in the Historical Records section.
How Films are Prioritized for Digitization
Lisa: When we get notifications, I know I get your press releases and such on the new records that are coming out, does that include those? Because we do publish every Friday kind of a run down for all of our listeners out there, what the newest records are that are coming online.
Diane: It does not currently. That publication only includes things that are published online in the Historical Records section of the website. However, with this change, we’re looking to change that so it will include those being published to the catalog. Now the challenge with that is the volume! Because 1,500 films a day is a lot.
And these films, because the way that we did this initially, we prioritized all of the films that had been ordered in the last five years to make sure that those were available digitally, so it’s been kind of piecemeal a little bit.
So, you might have two or three films in a full collection that have been digitized and the rest maybe not, at this point, and so trying to help you understand what is and is not available through that publication. We’re still working through the details. But the intention is, as we go forward, will be to prioritize filling in those collections where maybe one or two films have been digitized and the rest have not yet. We will go through and make sure the whole collection has been digitized. And then we are going to introduce a process where you will be able to let us know if there is a film that you absolutely need. You can let us know, and we will work that into our prioritization and try to get that to you as quickly as we can. You know if you think about how long it took to get a microfilm to be delivered to you once you ordered it, you can think about it’s kind of the same time frame when it might then be available to you digitally.
How to Request that a Microfilm be Digitized
Lisa: How could they be contacting you to make that kind of request?
Diane: We are working on that process right now, trying to finalize it. So there’s kind of two options we’re looking at at the moment: One, you would contact us through our support line, the Help Line. The other is that we would just have a form up that you would fill out. Now the form is going to take more time to get established and up. So we may go out of the gate with not as ideal of a process, but we want to make sure that we can let us know, so we’ll be clear about what that is as we get closer to September 1st.
Lisa: When we get into the catalog, have you already flagged which ones are going to have restrictions, they are just not going to be able to be digitized? Because I think some people might be thinking “Maybe I should just hold on and wait, over the next couple months maybe they’ll get to this one, I’ll put in a request.” But I imagine that’s going to be a big job if you have to go in and try to flag every single one that you know you’re not going to have the rights to digitize. Tell us how you’re going to deal with that.
Diane: Well, that has not occurred and would be pretty impossible to do at this stage, just because of the volume of what we’re dealing with trying to go through. We’re doing it as we go to digitize the films. And so, we discover it as we go, as opposed to knowing it ahead of time.
Lisa: So if they put in a request, you pull it out, go ‘OK well let’s look at doing this,’ and then realize, no, this one’s not going to be able to do it. Then at least they would get that information?
Diane: Yes, they would. Well, what would happen is we’re working on a way so that in the catalog you would be able to identify that. So for example, a request actually came from the community out there that we be able to distinguish if a record can be viewed in my home, or if I have to be at the facility to view it, or if there is some other restriction on it. And so, because of that feedback, we thought “So let’s see if we can figure out a way to help people understand that.” Now, these things probably won’t be ready right out of the gate. But we’re looking for ways to make it simpler for you to understand what the challenges are with the record that you’re trying to access.
Gaining Access to Microfilm and Some Restricted Digitized Records in Person
Lisa: Sure. So, if we’re looking online and we see a record, and it’s not been digitized yet, would we at this point, until you get more formalized processes going, would you still encourage people to get in touch with the Family History Library in Salt Lake City? What other options are they going to have to gain access?
Diane: So first what I would do is I would look, because we’ll maintain the film inventory, so we know where the films are located, so I would first look and see, is this film available somewhere near me? Or if I have an opportunity to come to the Family History Library, and the film is there, great. But, so first look and see if you can locate it, then you can let us know through the channels that we’ll have available to you what the film is, and then we’ll put it into the list to be prioritized to be digitized. But I would always encourage folks to look and see if they are located near where that film already is because that would be much quicker for them to get access to that.
Lisa: If Salt Lake City is the only place, then, of course, this really whittles down to the big fear of everybody, is “Oh that one film I’m going to need, it’s only going to be in Salt Lake City and I can’t get there.” What other kinds of options might a person like that have?
Diane: Well, so I think that there are some options available to them because we have a large group of professional researchers who come to the library every day, and those folks could probably be useful to you in looking up those records and getting copies of whatever is needed. So that’s one option that people could take to do that.
The majority of what we’ll have, I don’t think the case would be that the only place you can get it is the Family History Library. If we do have a fair number of collections that are in that category as we finish this process off, then we’ll look at ways to provide some access where we can. But that access would probably be in a digital way as well. So that would be my suggestion, that they reach out to those who are here every day and could take a look at that. And I think you know there are other websites where you can get access to professionals as well, or just good samaritans, you know, that want to help you out.
Lisa: Absolutely, and there are lots of those. Finally, are there any records that the people listening are going to completely lose access to?
Diane: The only ones that would be in that category is because of data privacy. So, if there was an issue with, you know, a law changed, that made it so that we could no longer provide access to those. But that would have been true in the microfilm world as well.
Lisa: Exactly. So really, it really doesn’t change in that respect. We’re not losing records, we’re changing up how we access them. And I think you’ve helped shed a lot of light on kind of what the process will be and it sounds like you have a big job ahead of you.
“We’re not losing records, we’re changing up how we access them.” Lisa Louise Cooke
Shifting Resources to Meet the Goal
Lisa: How quickly do you think it’s going to help once the lending process is let go of, that the resources start going to all of this other work now that you have to do on the digital side?
Diane: I think it will move pretty quickly for us to, you know, start to do more with the resources we have. For example, we’re collecting around three million images with three hundred camera crews out there, about a week. So, that’s a lot! And we want to shift a lot of resources. Another place we’d like to capture more is with Africa and the oral genealogies project that we have, and gain more access there. So, we’ll be shifting to those. And then, of course, the vault is moving at a pretty good clip already, with about 1,500 films a day, so I think we’ll be able to keep up pretty well with the demand that’s coming at us from people. But, we’ll evaluate that as we go, and determine if we need to boost up more there or not, to be able to move more quickly for folks.
Empowering Genealogists to Learn More
Lisa: Any other questions that I didn’t think about that you’ve been hearing online, in social media, that you’d love to give us some input on?
Diane: Well, we have had some questions from some of the affiliate libraries about how do they get the access? So that’s been happening online a little bit. And so we just want them to know that we’ll be reaching out to them via calling all of them actually, and helping them through this process of setting up the things that they need to technically to be able to get access to the images digitally. So that’s definitely something they should know.
The other thing is that we have a lot of people who don’t actually know how to use the catalog [laughs] because you know they’ve grown up in a search world, or looking at the historical records the browsable images, and a lot of people don’t understand that there’s a lot of different ways to access the records on FamilySearch. So you have Search, which is a very small percentage of the collection actually, compared to the whole, and then you have the Historical Records that are only browsable, and that you can go in and look at the images browsing, and then you have everything that’s been published through the catalog. So there’s kind of three places that they need to look. So I think that’s the biggest piece I’ve seen: people just don’t know. They’re not aware of where to find those things. And you know eventually, it will be nice, maybe when those things come together. But at this point in time, they’re separate. And that’s because we wanted to ensure that you would maintain access. If we could just publish them quickly and maintain access for you, that’s the best in our minds.
Lisa: Absolutely! Well, I know that Sunny Morton here at Genealogy Gems is going to be joining us in future episodes talking more about just those different areas. And I love the way that you kind of laid it out for us because I think a lot of people weren’t that familiar with the differences. And she’s going to be helping us get a little savvier in that ongoing research.
Diane, thank you so much for taking time to visit with me, and to answer some of the questions. I know that you know that the emotions that run high are only because people are so passionate about family history, and they are so appreciative of what FamilySearch has done. It’s been an amazing resource that you guys provide to the public for free, which is just absolutely invaluable. And I know that I have a lot of confidence in where you guys are going because you always are out there looking forward. How far out into the future you guys look and you plan for is just phenomenal! It’s not just about us accessing records, it’s going to be for generations to come, and I love the fact that you guys are really laying the groundwork for that.
Diane: Well, thank you, Lisa! We are all about getting you access to records so that you can find your ancestors, and we will always be about that. I’m glad that I could come and help people to understand what’s happening and hopefully be a little less concerned about the change. I know it’s difficult, but it’s a wonderful change too.
Lisa: Thanks again Diane!
Diana: Thank you, Lisa!
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