Adding Source Citations is our third post in the Inherited Genealogy Files series, and in this post, we answer a listener’s question.
We recently received this letter from a Genealogy Gems Podcast listener, Cristy. She says:
Thank you for your tip about starting from the present and working backwards. I was having a hard time knowing where to start. I had inherited a tree passed from my mom and my great-grandmother, that when combined with the information my husband’s aunt gave me [I had a] tree with almost 1200 names. But the information from my great-grandmother and my aunt does not have any sources and all of my mom’s sources got lost in our various moves over the years. She only had her old school database that just had the facts and no sources.
I determined that a genealogy book my mom used as a source for one of our lines [had been] copied [from] an older genealogy line that has been proven incorrect. So, my goal has been to re-find my mom’s sources and document everything. I didn’t know where to start. I have now made a second tree in my database keeping the original as a place to start and only putting what I have proved using actual sources and attaching the documentation as I go. Your episode on the Genealogical Proof Standard was really helpful. It will be a big help as I clean up my tree.
Finding Source Citations for Your Inherited Family Tree
Let’s first give a brief definition of source citation.
Source Citation: the information that tells your reader where you obtained a particular piece of genealogical data.
For example, a family tree should include a source citation for the birth date and place, the death date and place, and the marriage date and place…and that’s just the start.
Finding source citations is really easy if you are using FamilySearch. Let’s say I used a death record I found online at FamilySearch as the proof of my ancestors death date. What is so wonderful about using FamilySearch.org for finding records is that it includes a source citation for you to copy and paste. Take a look.
You can highlight the source citation text and copy it into your genealogy software. A bonus is knowing that FamilySearch is free and easy to use.
Adding Source Citations for Genealogy to RootsMagic Software
As I mentioned above, you can take the source citation you found on FamilySearch and copy and paste it into your genealogy software. RootsMagic is the genealogy software we here at The Genealogy Gems Podcast use (and we are proud that they sponsor our free Genealogy Gems Podcast.) It is an easy-to-use and effective software for both PC and Mac users. (To learn more about using RootsMagic, read here.)
Using RootsMagic, let’s add a source citation to an event in a family tree:
In this example above, we have double clicked on Clarence’s name and opened up the Edit Person window. We would like to add a source citation for Clarence Bowser’s death date and place. In the line for death, we click on the box in the source citation column. The source citation column is indicated by that little icon that looks like a record.
At the pop-up window, we click Add new source and from the options, choose Free Form and click OK.
Now, let’s assume you copied the following source citation from a record you found at FamilySearch.org:
“Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007,” database, FamilySearch (https://familysearch.org/ark:/61903/1:1:VKBM-BKN : accessed 8 December 2014), Clarence W Bowser, 09 Nov 1958.
The first part of the citation is the title of the collection and the location you found it. “Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007,” database, FamilySearch (https://familysearch.org/ark:/61903/1:1:VKBM-BKN. That front half of the citation is going to go in the Footnote area of the next pop-up window. The remainder of the citation you copied is going to go in the Page field. Then click, OK.
Notice, the entire footnote at the right of the screen looks like the one you copied from FamilySearch. You may wonder why on earth we separated the citation. Because, RootsMagic is going to remember you have a source citation from Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007. The next time you find an ancestor’s death record in this index, you will not need to click Add new source. Rather, you will click Cite existing source, and choose the Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007.
At the next screen, the Footnote field will already be filled out for you. All you need to do is fill in the Page field with the back-half of the new source.
More on Adding Source Citations for Genealogy
In addition to keeping your source citations on a genealogy software program, you may wish to clip the citation and add it to Evernote. Lisa Louise Cooke explains just how to do this in her article titled, “Cite Your Sources from FamilySearch with the Evernote Web Clipper.”
You can get loads more tips and tricks in our helpful Evernotefor Windows for Genealogists quick reference guide (also available for Mac users). Also, get a quick overview about this amazing product from this video clip on our YouTube Channel.
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!
Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.
Get your Genealogy Restart checklist in the Resources section.
And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track.
How to Jump Back into Your Genealogy
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.
In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.
Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!
Genealogy Restart Checklist
I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!
Step 1: Find Out Where You Left Off in Your Research
Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.
How to find your search history at Ancestry.com
At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”
This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.
You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.
On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.
Recent Search History page at Ancestry®
If you see searches in the list that you don’t need anymore, click the trash can button to delete them.
Notice over on the left that you are viewing Recent Searches, but you do have other options:
All Recent (activity)
Viewed Content (records you’ve viewed)
Viewed Collections (record collections you accessed)
All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.
Review your activity history in your genealogy software.
You can also review your most recently activity in your genealogy database software.
In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.
Step 2: Identify Gaps that Need to be Filled
Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.
Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:
your specific research question,
the records you think you’ll need to answer it
the locations where you think those records may be housed.
Step 3: Prepare for Genealogy Research Success Going Forward:
Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.
Genealogy software database
If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.
If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.
Genealogy software is typically very affordable. You can even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.
If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.
Status of Genealogy Website Subscriptions
Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.
If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.
A Paper Filing System
While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.
Filing Digital Content
The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.
Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.
With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.
Now’s the Time to Restart Your Genealogy
Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.
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Click here to view several recent Friday records posts and see what new records have appeared online lately!
Tell Lisa Louise Cooke about your “Friday records post” discoveries or anything else at genealogygemspodcast @ gmail.com or call the podcast voicemail at 925-272-4021.
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.
Listen to Lisa’s other podcast
Lisa Louise Cooke uses and recommends RootsMagic family history software. Visit www.RootsMagic.com
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.
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In addition to keeping your source citations on a genealogy software program, you may wish to clip the citation and add it to Evernote. Lisa Louise Cooke explains just how to do this in her article titled, “Cite Your Sources from FamilySearch with the Evernote Web Clipper.”
