10 Questions to Rate Your Readiness for Genealogy Research Success

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)
  • 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 Backblaze for computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:

backblaze server podcast

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 Lisa and Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!

On the Genealogy Gems YouTube channel:

  • Click the Subscribe button
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Recap: 10 Questions to Rate Your Readiness for Genealogy Success

  1. Have you selected a place to start?
  2. Have you developed a project research question?
  3. Do you have a Research Plan for your genealogy project?
  4. Do you have the research forms you need?
  5. Have you established Your Filing System?
  6. Do you have the supplies you need on hand?
  7. Have you settled on a file naming scheme?
  8. Are you prepared to make copies?
  9. Is your computer backed up to the Cloud?
  10. Have you scheduled ongoing education time?

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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!

 

Sanborn Maps and Other U.S. Resources: New Genealogy Records Online

Thousands of Sanborn Fire Insurance maps and a national Civil War burial database are among new genealogy records online. Also: newspapers in Florida, Hawaii, Illinois, Louisiana, and Pennsylvania; vital records for Idaho, Utah, and Washington; Catholic parish records for the Archdiocese of Boston; Maine cemetery plans; New Hampshire Civil War records and New York passenger arrivals.

Breaking news! The Library of Congress has put online nearly 25,000 additional Sanborn Fire Insurance Maps–and more are coming! Over the next three years, more will be added monthly until all 50 states are covered from the 1880s through the 1960s.

Sanborn maps show detailed information about neighborhoods, buildings, roads and more for thousands of towns in the U.S. and beyond. A sizable collection of pre-1900 Sanborn maps are already online at the Library of Congress (use the above link). Watch the short video below to learn more about them. The full-length class is available to Genealogy Gems Premium Members. 

 

Civil War burials. Ancestry.com’s new database, U.S., Civil War Roll of Honor, 1861-1865, lists over 203,000 deceased Civil War soldiers interred in U.S. cemeteries. “Records in this database are organized first by volume and then by burial place,” says the collection description. Entries “may contain the name of soldier, age, death date, burial place, cemetery, rank and regiment.”

Newspapers. We’ve noticed the following new digital newspaper content online recently:

  • Florida, Illinois, Pennsylvania: Newspapers.com recently added or updated newspaper content for the following newspapers (with coverage shown): Chicago Tribune (1849-2016), Fort Lauderdale News (1911-1991), South Florida Sun Sentinel (1981-2017) and the Morning Call [Allentown, PA] (1895-2017). (With a Newspapers.com Basic subscription, you can see issues through 1922; a Publisher Extra subscription is required to access issues from 1923 onward.)
  • Hawaii: Newspaper content has been recently added to the Papakilo Database, an online archive of The Office of Hawaiian Affairs. The collection currently contains nearly 12,000 issues from 48 different publications, with a total of 379,918 articles. Coverage spans from 1834 to 1980.
  • Louisiana: A New Orleans feminist newspaper is now available online at Tulane University’s digital library. An online description says: “Distaff was the first and only feminist newspaper published in New Orleans….Distaff served as a forum for women’s voices in politics, activism, and the arts….A preview issue was published in 1973 and the newspaper continued to be published until 1982. There was a hiatus in publication from 1976-1978.”

State by state:

Idaho vital records. New for Ancestry.com users are two Idaho vital records databases, Idaho, Death Records, 1890-1966 and an Idaho, Divorce Index, 1947-1966. A companion Ancestry.com database, Idaho, Birth Index, 1861-1916, Stillbirth Index, 1905-1966, was recently updated.

Maine cemetery plans. “Many Maine cemeteries have plans originally created courtesy of the Works Progress Administration, which reside at the Maine State Archives,” states a recent post at Emily’s Genealogy Blog at the Bangor Daily News website. The post advises us that all of them–nearly 550–are now viewable online at DigitalMaine.com (search for WPA cemetery plans). “These plans are great for locating veterans; some graves are coded by the war of service,” advises the post. “With such an item in hand one could also visit the appropriate town clerk and locate a civilian’s burial as well, I should think.” Thanks for that tip, Emily!

Massachusetts Catholic church records. The New England Historic Genealogical Society (AmericanAncestors.org) has added 13 new volumes to its browse-only collection, Massachusetts Roman Catholic Archdiocese of Boston Records, 1789-1900. “This addition, drawn from the collections of St. James the Greater in modern-day Chinatown, includes the largest volume we’ve scanned yet–1,035 pages,” says an NEHGS announcement. The collection description states that an index is being created and will be available to site members in the future.

New Hampshire Civil War records. The free site FamilySearch.org has added about 25,000 indexed names to its collection of New Hampshire, Civil War Service and Pension Records, 1861-1866. The collection contains an “index and images of Civil War enlistment papers, muster in and out rolls of New Hampshire Regiments and pension records acquired from the New Hampshire state archives.”

New York passenger lists. FamilySearch.org has added nearly 1.2 million indexed names to the database, New York Book Indexes to Passenger Lists, 1906-1942. According to the collection description, names are taken from “books of indexes to passenger manifests for the port of New York. The indexes are grouped by shipping line and arranged chronologically by date of arrival.”

Utah birth certificates. Nearly 33,000 names have been added to an existing FamilySearch database, Utah, Birth Certificates, 1903-1914. “This collection consists of an index and images to birth certificates acquired from the Utah State Archives,” says the site. “The records are arranged by year, county, and month within a numerical arrangement by box and folder number. Many of these volumes have indexes at the beginning or end.”

Washington vital records. Ancestry.com subscribers with relatively recent roots in Washington can check out two new databases relating to marriage: Washington, State Marriage Indexes, 1969-2014 and Washington, Divorce Index, 1969-2014.

Sanborn maps are a rich resource for genealogy–but they’re just one kind of map that can lead to genealogical gems! Lisa Louise Cooke teaches tons of strategies for using maps to chart your family history in her Genealogy Gems Premium video series. Discover these for yourself with a Genealogy Gems Premium website membership.

Thanks for sharing this great news on Sanborn maps and more with your genealogy friends!

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!

Genealogy Gems Podcast Episode 216

Genealogy Gems Podcast Episode 216

with Lisa Louise Cooke

In this episode:

  • Lisa shares her experiences Down Under in Australia
  • Enjoy Lisa’s exclusive RootsTech 2018 interview with Findmypast CEO Tamsin Todd;
  • Military Minutes contributor Michael Strauss shines a spotlight on women who have served in the U.S. military;
  • Your DNA Guide Diahan Southard introduces the MyHeritage chromosome browser; and
  • Genealogy Gems Premium membership gets its biggest boost ever.

NEWS: ROOTSTECH 2018 RECAP

Click here to watch the short RootsTech 2018 official recap video.

NEWS: GENEALOGY GEMS PREMIUM eLEARNING

Update: The Companion Guidebook has been discontinued. 

 

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com.

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 https://www.backblaze.com/Lisa.

BONUS CONTENT for Genealogy Gems App Users:

Beginning German Genealogy: Defining “German”

If you’re listening through the Genealogy Gems app, your bonus content for this episode is some get-started-now tips from Legacy Tree Genealogists on tracing your German ancestors. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

To learn more about Legacy Tree services and its research team, visit www.legacytree.com. Exclusive Offer for Genealogy Gems readers: Receive $100 off a 20-hour research project using code GGP100. (Offer may expire without notice.)

MILITARY MINUTES: CELEBRATING WOMEN IN U.S. MILITARY HISTORY

Military Minutes with Michael Strauss

Click here to see the full article (and plenty of images!) on the Genealogy Gems website.

INTERVIEW: TAMSIN TODD AND BEN BENNETT, FINDMYPAST.COM

Findmypast.com is the Genealogy Giant best known for its deep, unparalleled historical record content for England, Scotland, Ireland and Wales.

Tamsin Todd is the Chief Executive Officer of Findmypast.com. She “has worked in the travel, retail and technology sectors, and brings with her a track record of leading successful growth businesses. She spent the early part of her career at Amazon and then Microsoft, where she led the introduction of ecommerce and search products into the UK and Europe. This was followed by stints as Head of Ecommerce at Betfair, and Managing Director of TUI-owned Crystal Ski Holidays. She joins Findmypast from Addison Lee, where she was Chief Customer Officer of Europe’s largest car service company. Tamsin lives in London with her family, and is Digital Trustee of the Imperial War Museums.”

Ben Bennett is Executive Vice President, North America and International at Findmypast.com, “focused on helping families stay connected in the United States and other markets across the globe.”

EPISODE SPONSOR: CASPER MATTRESSES

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Exclusive Genealogy Gems offer! Get $50 toward select mattresses by visiting Casper.com/gems and using gems at checkout. (Terms and conditions apply.)

 

YOUR DNA GUIDE: MYHERITAGE CHROMOSOME BROWSER

Just last year, if you had asked me if I thought anyone could catch AncestryDNA in their race to own the genetic genealogy market, I would have been skeptical. However, it is clear that MyHeritage intends to be a contender, and they are quickly ramping up their efforts to gain market share and your confidence.

MyHeritage began 2018 by making a much-needed change to their DNA matching algorithm, which had some errors in it. They were able to adjust it, and now it is humming right along, telling our second cousins from our fourth. Another development, launched in February, is the addition of a Chromosome Browser.

THE NEW MYHERITAGE DNA CHROMOSOME BROWSER 

Much like you would browse the library shelves for the perfect book, or browse through the sale rack for a great bargain, you can use a Chromosome Browser to look through your chromosomes for the pieces of DNA you share with your genetic cousins.

Chromosome Browsers can be everything from a fun way to review your genetic genealogy results, to a tool to assist in determining how you are related to someone else. Let’s go over three tips to help you make use of this new tool.

NAVIGATING TO THE CHROMOSOME BROWSER

There are actually two different kinds of Chromosome Browsers in MyHeritage: one to view only the segments you share with one match (the One-to-One Browser), and a browser where you can see the segments shared with multiple matches (the One-to-Many Browser).

To get to the One-to-One Browser, head over to your match page and find a cousin for whom you would like to see your shared DNA segments. Click on Review DNA Match, then scroll down past all the individual match information, past the Shared Matches and Shared Ethnicities until you see the Chromosome Browser.

USING THE ONE-TO-MANY CHROMOSOME BROWSER

To find the One-to-Many Chromosome Browser, you can use the main DNA navigation menu at the top of the MyHeritage homepage. Click on DNA, then on Chromosome Browser, as shown below.

In the One-to-Many Chromosome Browser you can compare yourself, or any account you manage, to anyone else in your match page. To choose a match to evaluate, just click on their name and they will be added to the queue at the top, as shown here.

Clicking on Compare will then allow you to see the actual segments you share with each person:

In this One-To-Many view, each individual match gets their own line for each chromosome. Since we have added 7 people to the Chromosome Browser, there are seven lines next to each chromosome number. Each match not only gets their own line, but also their own color. So you can easily match up the lines on the chromosome to the match that shares that piece of DNA with you. For the majority of people the majority of the time, these Chromosome Browsers are just another fun way to visualize the connection you have with your DNA match. In the end, it doesn’t matter where you are sharing on the chromosome, just how much DNA you are sharing. You can obtain that information from your main match page and never look at this Chromosome Browser image, and still make fantastic genetic genealogy discoveries.

THE TRIANGULATION TOOL

Another feature of the Chromosome Browser on MyHeritage is the Triangulation tool. To understand how this works, you first need to understand that you actually have two copies of each chromosome. Two copies of chromosome 1, two copies of chromosome 2, etc. One copy is from mom, and the other from dad. However, in the Chromosome Browser image, you see only one line for yourself (in grey). Therefore, when you see someone matching you on chromosome 14, for example, you don’t know if that person is matching you on the chromosome 14 you got from your mom, or the chromosome 14 you got from your dad.

Likewise, if you see two people whose shared piece with you looks to be in the same location on the same chromosome, you can’t tell if they are both sharing on the same copy of that chromosome, or if one match is related to your dad’s family, and the other match is related to your mom’s family. However, this is what the Triangulation tool does for us. It tells us if two (or three or four, etc.) matches are sharing on the same copy of the same chromosome. Be careful when you use this tool, though. Many erroneously assume that when they see a segment shared between multiple people, that indicates the presence of a recent common ancestor for all of those people. However, that is not always the case.

MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.

Ready to start exploring what the MyHeritage DNA chromosome browser may tell you about your family history? You have two options. Click here to upload your autosomal DNA test results from another company to MyHeritage for FREE. Or click here to order a MyHeritage DNA test kit. Either way, you can start using all the great tools at MyHeritage DNA!

PROFILE AMERICA: FORD LAUNCHES ASSEMBLY LINE

PRODUCTION CREDITS:

Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Michael Strauss, Military Minutes Content Contributor
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager

Disclosure: This page 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 this free podcast and blog!

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