Planting Your Master Genealogy Family Tree

In this post I’m going to answer common questions about the best strategy for creating and maintaining your family tree data. 

master family tree

Should I build my family tree online?

This is a question I get in various forms quite often from Genealogy Gems Podcast listeners. But there’s really more to this question than meets the eye. Today’s family historian needs a master game plan for how they will not only build their family tree, but where they will build it, and where they will share it.

On the podcast I describe it this way:

Plant your tree in your own backyard and share branches online.

I’m going to explain what I mean by this by starting at the beginning.

When You Start Your Family Tree

If you’re new to researching your family’s history, you probably started out with one of the big genealogy websites, such as AncestryMyHeritageFindmypast, or FamilySearch. I refer to them as the Genealogy Giants because they have millions of genealogical records, and they offer you the tools to build your family tree on their website. (Learn more about what each of the Genealogy Giants websites have to offer here in this handy comparison guide.)

These sites make it easy to start entering information about yourself, your parents, and your grandparents either on their website or through their mobile app. But should you do that?

My answer is, “not so fast!” Let’s think through the long-term game plan for this important information that is your family’s legacy.

Family is Forever

Genealogy is a hobby that lasts a lifetime. It’s nearly impossible to run out of ancestors or stories to explore.

But have you noticed that websites don’t last forever? And even if they do, their services and tools will undoubtedly change over time.

And there are many, many genealogy websites out there. A large number of them will encourage you or even require you to start creating an online family tree on their site in order to get the most value from the tools that they offer for your research.

As you work with these different genealogy websites, you may start to feel like your tree is getting scattered across the web. It’s easy to find yourself with different versions of your tree, unsure of which one is the most accurate and complete version.

It’s this inevitable situation that leads to my conclusion that you build and protect a master version of your family tree. I’m not suggesting that you can’t or shouldn’t use an online tree. In fact, regardless of whether you do, you need a “Master Family Tree.”

Plant Your “Master Family Tree” in Your Own Backyard

What do I mean when I say that you should plant your “master family tree” in your own backyard? I’m talking about using a genealogy database software program that resides on your own computer. Let’s explore that further.

A master family tree has three important characteristics:

  1. It is owned and controlled by you.
  2. It is the final say on what you currently know about your family tree.
  3. It is protected with online backup to ensure it is safe.
master family tree

Your Master Family Tree

1. Your master family tree is owned and controlled by you.

If you create an online family tree on a genealogy website (or in the case of FamilySearch’s global online tree, you add your information to it) you have given final control of that information to the company who owns the website.

In order to own and control your tree, you will need a genealogy database software program installed on your own computer. I use RootsMagic (and I’m proud to have them as a sponsor of the Genealogy Gems Podcast) but there are other programs as well.

A genealogy database software program is installed on your computer. The program and the data you enter into it belongs to you and is under your personal control.

Genealogy databases allow you to not only easily enter data, but also to export it. If you wish to use a different program later, or add your existing data to an online tree, you can export your family tree data as a universally accepted GEDCOM file. (Learn more about GEDCOM files in this article.)

2. It is the final say on what you currently know about your family tree.

As you research your family tree, you will come to important conclusions, such as an ancestor’s birthdate or the village in which they were born. It can take a while to prove your findings are accurate, but once you do, you need one location in which to keep those findings. And most importantly, you must be able to cite the sources for that information. That one location for all this activity is your genealogy database.

However, the nature of genealogy research is that it can take some digging to prove the information is correct. During the process of that research you may find information that you aren’t sure about, and it can be helpful to attach it to the online tree that you have at the same website where you found the information. That gives you a way to hang on to it and keep researching. You can always remove it later. We’ll talk more about strategies for using online family trees a little bit later.

Once you are convinced that the information is correct, then its final resting place is your Master Family Tree. You enter the information and add source citations. This way, whenever you need an accurate view of where you are in your completed family tree research, you can turn to one location: your genealogy database software and the Master Family Tree it contains.

3. It’s protected with online backup to ensure it is safe.

Your family tree isn’t safe unless the database file is backed up to the cloud.

Who among us hasn’t had a computer malfunction or die?

It isn’t good enough to simply back up your computer files to an external hard drive, because that external hard drive is still in your house. If your house is damaged or burglarized, chances are both will be affected.

Another problem with backing up to an external hard drive is that they can malfunction and break. And of course, there is the problem of remembering to back it up on a regular basis.

Cloud backup solves all these problems by backing up your files automatically and storing them safely in an offsite location. 

Cloud backup is actually very simple to install and requires no work on your part once it’s up and running. (We’ve got an article here that will walk you through the process.)

There are many cloud backup services available. I use Backblaze (which you can learn more about here). As a genealogist I have a checklist of features that are important to me, and Backblaze checked all the boxes.

Regardless of which service you choose the important thing is to not wait another day to set it up. This protection is a critical part of your Master Family Tree plan.

Using Online Family Trees

Now that you have your own database on your own computer that is backed up to the cloud for protection, let’s talk about strategic ways that you can use online family trees.

First, it’s important to realize that you don’t have to create a tree on a genealogy website just because they prompt you to do so. While there are benefits for you to doing so, the company who owns that website actually benefits tremendously as well.

In today’s world, data is very valuable. I encourage you to read the terms of service and other fine print (I know, it’s boring!) because it will explain the ownership and potential use of that data.

While it’s not the focus of this article, it’s important to understand that other industries are interested in family history data, and data may be shared or sold (with or without identifying information, depending on the terms).

But as I say, there are benefits to using online family trees. These benefits include:

  • Hints – Online family trees generate research hints on the Genealogy Giants websites and some of the other websites that offer trees.
  • Cousin Connection – Online family trees offer you an opportunity to possibly connect with other relatives who find your tree.
  • DNA – Online family trees can now dovetail with your DNA test results (if you took a test with the company where your tree resides). This can offer you additional research avenues.

These benefits can be helpful indeed. However, problems can arise too. They include:

  • Copying – When you tree is public other users of the website can copy and redistribute your information including family photos.
  • Errors – If you discover an error in your tree, you may fix it, but chances are it has already been widely copied and distributed by other users.
  • Email – If you have your entire tree online and your email notifications are active, you may receive an onslaught of hints for people in your tree. Often these are very distant cousins that you are not actively researching. And let’s face it, the emails can be annoying and distract your focus from your targeted research. For example, as of this writing at Ancestry.com you can’t select which ancestors you want to receive email hint notifications for. You can only select hints for the entire tree.

So, let’s review my strategy:

Plant your tree in your own backyard and share branches online.

Now that you’ve planted your tree in your own backed up software, let’s explore the ways in which you can share branches online.

Targeted Online Family Trees

Many people don’t realize that you don’t have to add your entire tree to a website. You can just add parts of your tree.

For example, I may just put my direct ancestors in my tree (grandparents, great-grandparents, and so forth). This can still be a fairly larger number of people. I may want to include their siblings because they grew up in the same household. But I can leave out the far-reaching branches and relatives that really don’t have a direct impact on that line of research.

You can also have multiple trees that focus on specific areas of your research that are important to you.

Exploratory Online Family Trees

Some genealogists also create trees that represent a working theory that they have. This type of tree can help expose where the problems or inaccuracies lie. As you research the theory and as hints arise it can become very clear that a relationship does not exist after all.

An exploratory tree is an excellent reminder that we can’t and shouldn’t make assumptions about someone’s intent or purpose with their online tree. I’ve heard from many people who are angry about inaccuracies they find in other people’s trees. But we can’t know their purpose, and therefore, it really isn’t our place to judge.

However, it is a fair argument that a good practice would be to clearly mark these exploratory trees accordingly to deter other users from blindly copying and replicating the inaccurate information. An easy way to do this is in the title or name of the tree. For example, a tree could be titled “Jonas Smith Tree UNPROVEN”.

Creating multiple, limited trees can be an effective strategy for conducting targeted online research that only generates hints and connections for those ancestors that you are interested in at the current time.

And remember, you can remove any of your trees at any time. For example, you can delete an exploratory tree that has served its purpose and helped you prove or disprove a relationship.

Plan Now for Success

A family tree can seem like a simple thing, but as you can see there’s more to it than meets the eye. A bit of planning now can ensure that your family tree stays healthy and growing. 

About the Author

Lisa Louise Cooke is the Producer and Host of the Genealogy Gems Podcast, an online genealogy audio show and app. She is the author of the books The Genealogist’s Google Toolbox, Mobile Genealogy, How to Find Your Family History in Newspapers, and the Google Earth for Genealogy video series, an international keynote speaker, and producer of the Family Tree Magazine Podcast.

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!

1950 US Census Indexing with FamilySearch

The 1950 census must be indexed so that we can search for relatives by name, location and much, much more. You can help with this exciting project, and no special skills or background are required. Jim Ericson of FamilySearch 1950 Census Community Project explains what’s happening and how you can get involved.

Lisa: The 1950 US federal census was released by the National Archives just a short time ago on April 1 2022. But it was just a release of the digitized images of the census pages. The indexing of those records happens afterwards. It’s really the indexing that makes it possible for all of us to be able to search the records and find our families. Here to tell us about that really important indexing project. To get all this done is Jim Ericson from FamilySearch. They are heading up this project. Welcome, Jim.

Jim: Thank you, Lisa. It’s wonderful to be here with you today.

Lisa: I know you guys are so busy. You’re right on the heels of Rootstech which just wrapped up. And now we’re here with the release of the US Federal Census for 1950! Do you have somebody you’re looking forward to seeing in that census record?

Jim: Yeah, both of my parents will be there. My dad will be 20 years old. He turned 21 that year after the census. And my mom is 15, she will just have had her 15th birthday.

I know where my mom was. She was in Salt Lake City. But I have no idea where my dad was in 1950 as a 20 year old. He’d left college and I know that he had enlisted in the in the army. But I don’t know. He also worked in San Francisco for a couple of years. I don’t know if he’ll be in San Francisco, or where exactly where he would have been in 1950 when the census was taken so there’s a little mystery right there.

Lisa: Absolutely, and that’s a perfect example of why the indexing is so important, because you’ll be able to name search for him when this is done.

The History of FamilySearch

(2:07)
Before we jump into that indexing project, for those who maybe aren’t familiar or haven’t used FamilySearch, tell us what familysearch.org does and what it offers the genealogist.

Jim: FamilySearch is a nonprofit organization. We were founded in 1894 as the Genealogical Society of Utah.

FamilySearch is more of a recent incarnation of the organization that kind of reflects when we went online, and when we started publishing CD ROMs in the 1990s.

We’ve been microfilming and digitizing records since 1938. We started a worldwide project to go and collect records from around the world. Microfilm was really the innovation that allowed us to store all those records in a library. Getting a whole bunch of books or physical records in one location was difficult.

Since then, all of our record operations are now digital. All of our records are captured digitally now. We have worldwide operations in hundreds of countries. We publish over about a billion records a year.

As a nonprofit, we partner with commercial entities who have an interest in profit, because we know that they know how to innovate. And that also helps our resources go further through partnerships with these commercial entities. The 1950 census is actually an example of that sort of a partnership. We’re working on this with Ancestry and using the resources that they have.

FamilySearch has a collaborative family tree where you can see what others know about your family. We have, like I mentioned, 10 billion records that are online. We have free resources to learn how to do family history. And we really try to just bring people wherever they are, to the experiences that can help them learn about their family.

(04:32) 
Lisa: It’s amazing how much it’s grown! I remember the days of the CD ROMs with the record sets that we used to order. And now so much is available for free from home. Users just need to sign up for a free account to use the website and take advantage of the records. And I love the Wiki. It’s such a wonderful treasure trove of knowledge when it comes to genealogy research

Let’s talk about the most exciting and the newest record collection, which is the 1950 census. When it was released by the National Archives did you get all the images? Does that mean instantaneous publication on familysearch.org? How did that work initially?

Jim: Well, 10 years ago, in 2012, when they released the 1940 census, we were actually waiting at the National Archives with a van and hard drives. We had to transfer all the data onto hard drives and take them to our data facility in Virginia.

This time, everything was available online. Everything was downloaded and uploaded to our servers immediately. There was high demand. So that was one of the challenges that we faced was making sure that we’re going to be able to download those images, over 6 million images is a lot of images to be able to download. And those images include records for 151 million people. So that’s a lot of information at high quality, resolution. So that was actually the first hurdle.

And since we are doing this project with Ancestry, we also have to wait for Ancestry to do the same thing and download the images, to be able to process them to create their computerized index with their own handwriting recognition technology that then comes to us. It makes it so much easier to review an index as opposed to starting with transcription from scratch. So, there are so many innovations that have taken place. But from the National Archives, the online delivery of images was one of those innovations.

Lisa: How fantastic to be able to do that online. I can imagine that speeding it up. And then you’ve got artificial intelligence, which is already impacting how we use genealogy websites, how we access digitized books, and here you are using it to help index the records.

(7:28)
I’d love to know kind of a comparison between the speed at which you indexed the 1940 census which I thought was pretty darn quick to how that looks for 1950.

Jim: There is a great question, and we’re still learning how this is going to play out with the 1950 census.

The history of census indexing by FamilySearch

(7:54)
One of the first projects that we did as FamilySearch when we were publishing, CD ROMs was the 1880 census. The 1880 census took us more than a decade to press on to CD ROM. It was a huge project! It was crowd sourced, but before the advent of the internet. It was sending packets and physical papers around and then gathering them and then creating a CD ROM.

We went from a project like that, to doing the 1940 census just over a decade later in a matter of about six months. So already the technology was just astounding because of what you’re able to do because of the internet. Now you have the artificial intelligence, the handwriting, character recognition, and then you have innovations that we’re doing with the crowdsourcing. And all of a sudden, you’re able to take those tasks that we’re all human, I guess bounded by human capabilities, and you’re now allowing the computer to do what the computer can do.

With the 1950 census, we are actually indexing or reviewing this automated index for every single field that was captured in the 1950 census. It’s way more data than we were dealing with for the 1940 census. Because of the cost and the time, we just wanted to make sure that we just had the most logically relevant fields captured, so occupation, and some of those fields were seen as extra fields. But for 1950, we recognize that we can do a lot more in terms of the experiences that we can provide and that these other entities can provide if we have a full index, so that’s one of the big innovations. It’s going really well.

When will the 1950 census index be complete?

(10:08)
We have a goal to get it all done by Flag Day, so that’s June 14. That will be about two months from when we really got the project going and up to speed. That just depends on how many people come and participate.

There’s more than one way to participate. We feel like we have a lot of options, and it’s more accessible than it’s ever been because of how recent (the 1950 census) is. Recognizing handwriting from 1950s is not that different from recognizing handwriting from a week ago. Things haven’t changed that dramatically. And so, it’s a really accessible experience. And these are people that everybody knows. It’s kind of fun to come in and see what you can find in those areas where your family is from.

Innovations in the 1950 Census Index

(11:07) 
Lisa: Exactly. You said something which I hope everybody really appreciates, which is that you indexing every field. I mean, you must have gotten excited when you heard that was really going to be possible. It’s a game changer because now you can slice and dice data in so many ways. You can look up everybody who worked on the railroad or whatever the fields are that were filled out. What do you think the impact will be of that? Will that change anything about genealogy research?

Jim: Yes, it will. And not just genealogical research but also understanding the makeup of our country in 1950. And really understanding the history of our nation because that is part of your family history is enabled by capturing those additional fields. Being able to see differences in income, differences in occupation from region to region, being able to easily see, neighborhoods.

The address for the 1950 census is similar to the 1940 census in that it’s a vertical capture down the side of the forms. So that is something that just allows people to see what’s there today, if their house is still there. These are experiences that that we’ve dreamed of but without the index it is impossible to provide that sort of an experience. And so now with the commercial entities and what we’re trying to do, you’re going to have a lot of different experiences now that are unlocked and available because of these innovations. And especially with Ancestry’s (technology) it has enabled us to do this.

Is the 1950 census available for free?

(13:06)
Lisa: Since you’re partnering together, is it available at Ancestry for free as well as for FamilySearch?

Jim: Ancestry will make their own businesses decisions. But yes, initially, it’ll be available for free. They’ve opened up the 1940 census recently, and that’s been available for free. I don’t know what all their future plans are. It allows them a lot of flexibility on how to do that. Of course, we make everything we can available for free at FamilySearch.

Again, there’s going to be a lot of different experiences that are available around this record set. So, it’s exciting going all the way back to how the National Archives made it available. It’s really democratizing the records. I think their goal is to just make it accessible to as many people as possible. And then it’s these other organizations that have a vision for what they can do with those records.

Lisa: Yes, and you guys certainly had the vision around the indexing project. That’s something that is such a skill that you’ve all developed and really fine-tuned. You’ve been able to crowdsource so much of what then becomes available to everybody.

Tell folks how they can get involved in it. And I’m really interested in some of the changes. I was very excited to hear that people will be able to have, in a way a more personal indexing experience. Tell folks about that.

Jim: Something that everybody wants to do when they come in and volunteer and get involved in a project is to find their own family. That will be expedited. When the index is published and available, after it’s been reviewed, everybody’s going to have that wonderful experience. But even on the review side, we’ve made it so people can search for a specific location down to the county level, or, in some cases down to the city level. Then you can actually search for a surname, or last name within that location. Now, if your family hasn’t already been reviewed, you’ll be able to review it if it hasn’t been reviewed. That just means that it’s going to be published sooner, because progress has already been made. And then you can come back and review it.

How to make corrections to the 1950 census index

(15:42) If for some reason, the person who reviewed it did it wrong, you can still make corrections. We do corrections on FamilySearch. Ancestry does corrections on Ancestry. And we are sharing whatever corrections are made on FamilySearch with Ancestry so they can get the benefit of any corrections that are made on our website as well. So that’s terrific.

For the 1940 census we had 163,000 people come and help and get involved. And with how easy it is for 1950, we think that we’ll have well over 200,000 people who will come and want to review these names.

How to volunteer to index the 1950 census

(16:30) If you want to get involved, there are a couple different places you can go. But the easiest place to remember is familysearch.org/1950census. And on that page, there’s a lot of information. Near the top of the page there’s a big link to join the project and to come over and participate.

The project is ongoing. All the states are there, some have already been published. Come and get involved and see what you can do. It’s going very quickly, and people are really enjoying it. We’re glad that it’s along as quickly as it is.

Lisa: Volunteers can do this from home from their computer. Is there a certain minimum commitment that they have to make or a certain minimum amount of technological ability?

Jim: No. This is again one of the things that’s kind of fun. I mentioned that briefly before there’s actually more than one experience or a way to participate.

Household Review

(17:42) The standard way that most people who’ve done it before want to participate is what we call the Household Review. With the household review we try to identify from the head of the house, all the members of the household or the family to the next head of the house. That can sometimes cross pages on the census forms. That is an every field review. You can review as many of those fields as you want. And then the next person can come and pick up where you left off. So that’s really fun. It does require you to be on a computer.

Name Review

(18:27) There are two other types of tasks. One doesn’t require you to be on a computer. You can be on your handheld device, your smartphone. It is what we call Name Review. So, instead of reviewing all of the fields, you can download our app called Get involved. FamilySearch Get Involved is available on the iTunes Store or the Apple Store, as well as from Google, the Android store. You can download the app and you can just start looking at the images where we have the names of the people in the census. Then you can compare that with what the computer thinks it is. You can either say yes, that’s right or no, and you can actually enhance or fix what the name is. You can do hundreds of these in an hour. I’ve done it, and it’s a fun activity. It’s really engaging if you like seeing that you’re making a difference in terms of volume. It’s a really fun way to participate.

Again, the computer doesn’t always get it right. So, you have to be really careful in the review process. But it’s super easy to just look at the image and look at the index value for the name and just make sure it’s right. You don’t have to have the app though.

Header Review

(20:00) So, there’s the Household Review or the Name Review. And then the other task is the Header Review.

every census image, every census ledger, has a header that includes all of the location information and the information about the enumeration itself. And reviewing that is a separate task. We broke that one out because again, the data is formatted differently. If you want to go in and help us, those have to be done as well to be able to publish the dataset. We invite you to come in and see what states still have the header review available, and you can help us finish out that as well. It’s not as exciting because it doesn’t include the names of the people. But it still has to be done to be able to publish the reviewed index.

Lisa: I hadn’t thought about the header, but that’s pretty important. If that’s not right, then we get way off track pretty quickly. It includes our enumeration district number, the county, etc. That makes a lot of sense.

Well, Jim, it sounds like you guys have really been innovating over at FamilySearch. We’re grateful. We’re grateful that you’re giving everybody watching an opportunity to also give back a little bit and we can all pull together and get this done by Flag Day.

Volunteer to help index the 1950 US census at familysearch.org/ 1950 census.

Thank you so much. And I sure hope we’ll talk again even before the 1960 census!

Jim: I hope so! Thank you, Lisa. It’s been a pleasure to be with you today.

Resources

Downloadable ad-free Show Notes handout for Premium Members

Learn more about becoming a Genealogy Gems Premium Member. 

 
More videos and articles by Lisa Louise Cooke on the 1950 Census:
1950 U.S. Census Maps (How to find and use them)

Episode 192


Genealogy Gems Podcast

Episode #192

with Lisa Louise Cooke

Genealogy Gems PodcastHighlights from this episode:

  • How to use Animoto, my favorite new tech tool for creating professional-looking slide shows and videos
  • New Genealogy Gems team member Amie Tennant shares insights as she prepares for professional certification
  • A listener shares a favorite genealogy database for finding recent relatives
  • A listener uses DNA to connect adoptive and biological relatives?who were closer than she thought
  • A segment from the Genealogy Gems Book Club interview with author Helen Simonson on The Summer Before the War
  • News from Dropbox and a new initiative to capture the family histories of remote, indigenous populations

 

NEWS: Dropbox Improvement
New on Dropbox: Now when you share Dropbox content with someone, shared links will stay active even if you move or rename the file or folder.

Dropbox file-sharing tip: “If you ever want to unshare something you’ve already sent out (like to remove access to a sensitive document), it’s easy to disable an active link.” Just sign in to dropbox.com. “Click the link icon next to the file or folder, and click ‘remove link’ in the top right corner of the box that appears. You can also remove the link by visiting dropbox.com/links and clicking ‘x’ next to the file or folder.”

How to share folders on Dropbox

 

NEWS: MyHeritage and Tribal Quest

NEWS: New Premium Video

New Premium Video Getting Started with Genetic GenealogyGetting Started in Genetic Genealogy: a new video available to Genealogy Gems Premium website members by Your DNA Guide Diahan Southard

Genealogy Gems Premium website membership: Click here to learn more

Click here to watch a free video preview

 

MAILBOX: Russ Recommends the U.S. Public Records Index

Genealogy Gems MailboxRuss blogs at https://worthy2be.wordpress.com/

Genealogy Gems Podcast episode 181: What to use while waiting for the 1950 census

Russ recommends the “U.S., Public Record Index, 1950-1993, Volume 1 and 2.”

“Volume 1 is far more interesting with more data. A search will return a Name AND Birth date, along with more than one ADDRESS, Zip Code and sometimes phone numbers.”

Ancestry’s description of its online database for Volume 1 says original data comes from public records spanning all 50 states, such as voter registration lists, public record filings, historical residential records and other household database listings.

US Public Records Index

Thoughts about using the U.S. Public Records Index (some of these points come from the FamilySearch wiki):

Not everyone who lived in the U.S. appears in the index, and you’re more likely to find birth information for those born between 1900 and 1990. What you’ll find is primarily where someone lived, and often when they lived there.

It’s rarely possible to positively identify a relative in this index, since there’s limited information and it spans the entire country for up to a half century, and you can’t follow up on the record it comes from because the index doesn’t say where individual records come from. As Russ says, this is a great resource to use in combination with other records. It’s a similar concept to the way you might consult uncited family trees: great hints to go on and follow up with further research into verifiable sources.

When you find more recent listings, you can sometimes find telephone numbers for living distant relatives. The Family History Made Easy podcast has a 2-episode series (episodes 14 and 15) about cold-calling techniques for reaching out to distant relatives you don’t know.

 

MAILBOX: Katie on Cold-calling and Adoption and DNA

Katie blogs her family history adventures at McKinnon Ancestry.

Click here to read a blog post with her story and see more pictures that go with it.

Gem - Katie

 

INTERVIEW: Amie Tennant

Amie Bowser TennantAmie Tennant is the newest member of the Genealogy Gems team. She contributes to the blog at www.genealogygems.com. She is also preparing to become a certified genealogist, which is a professional credential offered by the Board for Certification of Genealogists (BCG).

What have you learned in the process of preparing for certification?

“I think the biggest thing I have learned is the meaning of true exhaustive research. We talk a lot about that in our genealogy standards, but essentially, it is looking EVERYWHERE for EVERYTHING that might shed light on your research question.”

Why do you want to become certified?

I want a way to determine how well I am doing. A measuring stick of sorts.

What is the process like?

The process is the same for everyone. Once you have decided to become certified, you apply to the BCG. They send you a packet of information and you are “on the clock.” The clock is up in one year unless you ask for an extension. The portfolio you create consists of:

  • Signing the Code of Ethics
  • Listing your development activities (like formal coursework or enrichment activities);
  • Transcribe, abstract, create a genealogy research question, analyze the data, and then write the research plan for a document that is supplied to you;
  • Do those same 5 things for a document of your choosing;
  • A research report prepared for another person.
  • A case study with conflicting, indirect or negative evidence;
  • A kinship determination project (a narrative genealogy that covers at least 3 generations)
  • There is a lot of great free content on the BCG website: articles, examples, and skill-building activities.

 

GEM: How to Create Family History Videos Quickly and Easily

Visit our page on how to create family history videos which includes video tutorials and inspirational examples.

 

Genealogy Gems Book ClubBOOK CLUB: Interview excerpt with Helen Simonson,
author of
The Summer Before the War

Helen Simonson

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Beatrice Nash is a bright, cosmopolitan young lady who has grown up traveling the world with her father. Now he’s gone, and she’s landed in the small village of East Sussex, England, where the locals aren’t entirely thrilled about engaging her as a female Latin instructor for their schoolchildren. She spends a summer fighting for her job, meeting a local cast of engaging eccentric characters (both gentry and gypsy) and trying not to fall for handsome Hugh. Then the Great War breaks out.

This novel follows Helen’s popular debut novel, Major Pettigrew’s Last Stand, which became a New York Times bestseller and has been translated into 21 languages. Genealogy Gems Premium website members can join us in June to hear our exclusive and fun interview with Helen Simonson.

 

GENEALOGY GEMS PODCAST PRODUCTION CREDITS:

Lisa Louise Cooke, Host and Producer

Sunny Morton, Contributing Editor

Vienna Thomas, Audio Editor

Additional content by Lacey Cooke, Amie Tennant

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!

Family History Episode 34 – Do Your Genealogy at the Public Library, Part 1

Family History: Genealogy Made Easy Podcast
with Lisa Louise Cooke
Republished June 3, 2014

Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.

https://lisalouisecooke.com/familyhistorypodcast/audio/fh34.mp3

Download the Show Notes for this Episode

Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.

Episode 34: Do Your Genealogy at the Public Library, Part 1

Did you know there is a gem of a genealogical resource right in your own backyard? Well, at least in your own neighborhood—and also in just about every neighborhood where your ancestors lived. The public library is one of the most underestimated sources of genealogical information around! It’s free. It has better hours than most government-run agencies. There are staff with research skills, knowledge of their locale and knowledge about their collections. I have invited Patricia Van Skaik, Manager of the History and Genealogy Department of the Public Library of Cincinnati and Hamilton County to join us here on the podcast.  In this episode she’s going to give us the inside scoop on the unique genealogical resources that are tucked away in public libraries just waiting to be discovered.

What’s at the library?

Each library has unique materials for its locale. Examples include:

  • City directories
  • Maps
  • Obituary indexes
  • Partnerships with local societies and clubs, and organizations (access to databases)
  • Unique library expertise

TIP: Check with the public libraries in each location where your ancestors lived TIP: Genealogy holdings vary, and often have to do with what local constituents want.

TIP: Get involved and make requests at your local library if you want more genealogy resources.

How to prepare for your visit

  • Determine your questions ahead of time and gather the appropriate ancestor information to take with you.
  • See if they have a genealogy area on the website. There are lots of things on the library website that are not in the catalogue (special exhibits, digitized images, and databases)  Don’t just jump straight to the catalogue.

Search the online catalog and identify the books and resources you want

  • Look for the geographic area, not the person’s surname (town, county, geographical area)
  • Use the Advanced search – “you don’t have to be an advanced researcher to use the advanced search!”
  • Don’t use the word “genealogy” in your search.  It’s pretty useless.

4 more tips from Lisa and Patricia

Email in advance – ask some questions ahead of time:

  • Is the website up to date?
  • Reconfirm hours of operation
  • Parking?
  • What’s the best time to come for more service?
  • Is wi-fi available?
  • Do you need change for copy machines?
  • Are there any special collections you should know about?
  • Do they offer orientations?

Plan a group visit: Some libraries will make special accommodations for a group visit. Ask if they will provide a tour geared to genealogy. And they may have a meeting room where you can have lunch or meet. It’s a small investment in time and money to make sure that you’re going to get the most of the time you’re going to spend there.

Get their expertise! Librarians don’t just know the collection, but they also know research strategy, collection contents, all the questions that have come before, and local area resources.

Phrase your questions for success: Pose questions in terms of a query. For example: “I’m trying to find evidence of someone’s death during this time frame. What materials do you have that may help?” (Don’t just ask specifically for obituaries or government death records—they may not have one but they may have other resources you’re not thinking of.)

Tune in next week to Episode 35 to learn more about researching at the public library, like tips for advance searching those online card catalogs, thinking like a librarian, unique collections at librarians and the types of questions you can ask your public library staff.

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