Recently I heard from Jane, a Genealogy Gems Premium subscriber in Canada, who needs a genealogy research plan! She’s researched on Ancestry.ca,Scotland’s People, the Free English BMD Index, FamilySearch and joined her local society. But she’s not sure where to go next with her research–there just are SO many options! If this sounds familiar, check out her question and the advice I gave her:
“I often end up wandering around in circles and mazes as one thing leads to another, and another, and … I am sure you know what I am talking about. I seem to be jumping back and forth between my Dad’s family, my Mom’s family, their families, etc. until there are times that I find myself at a certain point, only to wonder ‘Where was I going with this?’ I’m now wondering if I would be best to take it one person at a time – to find out as much as I can about that person in that point of time, before going on to another. I have started trying to make notes…but find that I end up hopelessly out of order and lost. Any advice would be appreciated! Help!!!”
My Answer: A Genealogy Research Plan to Deal with the Chaos
“You are not along in this genealogical dilemma! It’s easy to let the records start to take over and lead you around. Set a goal or a genealogy research plan – define what it is you want to know. It might be something very specific about a particular ancestor, or it might just be to fill in the blanks on one particular family. Early in my research I focused on one grandparent, and working backwards, I would strive to fill in all the blanks on that person, then their parents, then their siblings. I wouldn’t “leave” that family until I felt that I had filled in as much of the family group sheet as possible. (We have sort of lost track of the “family group sheet“ in this technological age. But it is an excellent tool for keeping you on track and focused on the blanks that need to be filled.)
An additional strategy is to have a process for dealing with information that is a bit off your current track. Often we feel like we have to pursue it or we’ll lose it. I like to use Evernote (free at Evernote.com) to capture data that I’m not ready to deal with right now, but definitely want to pursue later. I create an Evernote “notebook” for that family surname, and a note book called “future research.” Drag and drop “Future Research” onto the family surname notebook which will create a “stack.” Now you can create notes and drop them into the “Future Research” notebook which is inside the applicable family. Add tags to your note like “newspaper,” “death record,” etc. and some good searchable keywords so that the note will be easy to find when you need it. Now you can capture the item, file it away, and stay focused on the task at hand. Whenever you’re ready to ask a new question, open that Future Research notebook. Use what’s there to inspire the next phase of your genealogy research plan.”
If you would like to learn more about using Evernote for genealogy, I have a quick reference guide in my store that will work wonders in keeping you organized. It’s available for both Windows and Mac, and in both PDF and laminated print format.
Your questions are always welcome! Contact me by email, or leave a voice mail at (925) 272-4021 and you may just hear yourself on the show.
If one of your ancestors served in the United States Merchant Marine, then you’ll be especially interested in the conversation that our recent blog post on the topic of the Merchant Marine has generated about the records that may be available for your genealogy research.
Captain and crew of a new Liberty Ship SS Booker T. Washington just after it completed its maiden voyage to England. (L-R) C. Lastic, Second Mate; T. J. Young, Midshipman; E. B. Hlubik, Midshipman; C. Blackman, Radio Operator; T. A. Smith, Chief Engineer; Hugh Mulzac, Captain of the ship; Adolphus Fokes, Chief Mate; Lt. H. Kruley; E. P. Rutland, Second Engineer; and H. E. Larson, Third Engineer.” Captain Hugh Mulzac is fourth from the left on the first row. February 8, 1943.
The article was on how to find military service records. Military Minutes contributor Michael Strauss made this comment about the United States Merchant Marine:
“Although not officially a branch of the military, the Merchant Marines sacrificed and lost lives since the days of the Revolutionary War, carrying out their missions of supply and logistics during times of war.”
A reader named Steve endorsed that brief remark in the article’s comments section, and expressed a desire to hear more on the Merchant Marine. He says:
“Although not considered to be a military arm of the United States, the Merchant Marines were an integral part of the war efforts in WWI and WWII and should be considered in genealogy. Many lives were lost in service of USA.”
Merchant Marine in Newspapers and Death Records
In a beautiful expression of genealogy serendipity, a Genealogy Gems Premium Podcast listener has written in with a specific question about researching relatives in the Merchant Marine. Vicki writes:
“I have a distant relative who was a Merchant Marine during WWII. Raymond Ralph Burkholder was a Merchant Marine Able Seaman killed when his ship the Standard Oil tanker W. L. Steed was torpedoed by a German sub off New Jersey Feb. 2, 1942. Following is a newspaper article about the incident:”
SS W. L. Steed (public domain image)
Vicki sent the following article from the Lebanon Daily News, Thursday, February 12, 1942:
NAZI SUBS BOOST TOLL OF SHIPS SUNK TO 25
New York, Today – (AP) The toll of ships officially announced as sunk or attacked off the United States and Canada thus far in the war stood today at 25, after the navy reported the 6,182-ton Standard Oil tanker W. L. Steed was sent to the bottom by an enemy submarine off New Jersey Feb. 2.
The announcement of the W. L. Steed’s fate was made yesterday with the arrival of three survivors, who had been picked up semi-conscious after drifting for two icy days in an open boat. No word has come from the remainder of the crew of 38 as three of the tanker’s four lifeboats still are missing.
A Williamsport, Pa., man was listed as a member of the crew. He is Raymond R. Burkholder, able seaman.
Able-bodied seaman Louis Bartz, 38, of Philadelphia, and Ralph Mazzucco, 23, and Joaquim R. Vrea, 39, both of New York, said the submarine torpedoed the tanker at 12:45 p. m. and that after the crew got off in lifeboats the enemy craft fired 17 shells into the sinking ship.
Last night the third naval district reported that a South American steamship sighted a lifeboat containing a number of bodies off the Atlantic coast yesterday, but was forced to flee when a submarine popped up in the vicinity.”
Vicki’s question is this: Where do you think I would look for a death certificate? New Jersey?
Before we jump into answering that questions, let’s learn more about Merchant Marines so we better understand where to search.
About the U.S. Merchant Marines
The Merchant Marine actually served in a military capacity before the U.S. Navy OR the Coast Guard ever existed.
According to the website, American Merchant Marine at War, the Merchant Marine can trace its history to 1775, when “a party of Maine mariners, armed with pitchforks and axes, inspired by the news of the recent victory at Lexington, Massachusetts, used an unarmed lumber schooner to surprise and capture a fully armed British warship, HMS Margaretta, off the coast of Machias, Maine. The men used the captured guns and ammunition from the ship to bring in additional British ships as prizes. American privateers soon disrupted British shipping all along the Atlantic coast.”
The Revenue Cutter Service, the forerunner of the Coast Guard, wasn’t founded until 15 years later, in 1790, to prevent smuggling.
Seal of the U S Revenue Cutter Service
There was a Continental Navy in 1775, but it ended with the Revolutionary War. The US Navy didn’t come into being until 1797.
The Merchant Marine, as an umbrella term, refers to a body of civilian mariners and government-owned merchant vessels: those who typically run commercial shipping in and out of the country. During wartime, merchant mariners can be called on by the Navy for military transport.
And that’s what happened during World War II. Our Military Minutes contributor, Michael Strauss, says that “On February 28, 1942 President Franklin D. Roosevelt authorized the transfer (Under Executive Order #9083) of all maritime agencies to the United States Coast Guard. This order was a redistribution of maritime functions and included the United States Merchant Marine.”
Training Officers of the Merchant Marine on the Government Training Ship at New Bedford, Mass. Making an afternoon time sight (NARA, Public Domain)
Where to Look First for Merchant Marine Information
According to the American Merchant Marine at War website, over 1500 merchant ships were sunk during the War, and hundreds of others were damaged by enemy attacks and mines. That brings us to Vicki’s question about her relative.
A search of Standard Oil tanker W. L. Steed “Burkholder” in Google Books leads to the book Ships of the Esso Fleet in World War II (Standard Oil Company, 1946).
A genealogy gem found at Google Books!
This book is an invaluable resource that actually provides a detailed, eyewitness account of Raymond Ralph Burkholder’s final acts on the ship before having to abandon it. It even details his last torturous hours in the lifeboat before he became delirious and died, only hours before the other survivors were rescued!
In Search of Raymond Burkholder’s Death Record
Here’s where I put my head together with Michael. I suggested checking the death certificates of the county of his last residence, which may now be held at the state level. He liked that idea and said it’s worth the effort.
From what I’ve learned, the Master of the vessel would have reported the deaths of his crew to the vessel owners, who would have reported to the Coast Guard, and I asked Michael whether following Coast Guard records through the International Organization of Masters, Mates & Pilots would be a good route to a death record for Raymond.
He said that instead, he would go directly to the Records of the Merchant Marines. Michael writes that these records during World War II “can be somewhat confusing, but not impossible to search. The records for your sailor during the war can be located at several different locations.”
Even if you don’t have relatives who served in the Merchant Marine, keep reading because you may get some ideas about records to discover for other family members who may have served in the military in other capacities.
6 Places to Look for Merchant Marine Records for WWII:
Where can you find Merchant Marine records for World War II? Here are six excellent places to look.
#1: Official Military Personnel Files
Official Military Personnel Files (known as OMPFs) are maintained by the National Personnel Record Center in St. Louis, MO. Since these records are considered Archival 62 years after the date of separation, these are open for Merchant Mariners and others who served during World War II who were discharged by the end of the war. Click here to learn more about ordering OMPFs.
Michael adds this note:
“You can also access the files by mailing in (Standard Form #180, downloadable here), and fill in the information requested about your Mariner. Note that the service record is likely to be under the heading of the United States Coast Guard when filling out the form—check that box. Don’t send any money; the Archives will notify you if the file is located.”
#2: Individual Deceased Personnel Files
If your Merchant Mariner was killed during World War II, request the Individual Deceased Personnel File (IDPF). This file is separate from the OMPF file and is also at the National Personnel Record Center.
Michael says, “These files are a wealth of genealogical information about veterans who died during World War II and other war periods. Contact the Archives to request this file. If the file is not in their custody, it is possible it is still in the hands of the Army Human Resource Command located at Ft. Knox, KY. The Archives will let you know the exact location.”
This collection has 8 boxes of material containing details on Merchant Mariners killed, wounded, and those missing in action as a result of combat during World War II. Other records pertain to medals and other citations, court martials, and miscellaneous records.
#5: Ship Log Books
If you know the name of the vessel that the Merchant Mariner served on, then try a search for the logbooks.
Logs can name assignments for crew members, among other log entries of the day to day activities of the ship. The National Archives website has finding aids for log books.
A Google search for NARA U.S. merchant seaman finds several excellent National Archives resource pages there, including some for Ship’s Logs.
During my research of the U.S. Merchant Marine for this article, I came across the phrase, “crossing the bar.” You may have heard this yourself. It refers to the death of a mariner.
The history behind this phrase: a sandbar can be found at the entrance of many rivers and bays, and crossing the bar has come to mean leaving the safety of a harbor for the unknown.
I wish all of you in search of your ancestors who crossed the bar good fortune in your genealogical pursuit.
Even if you don’t use Snagit, or if you’re a newbie or still deciding whether you want to use it, this video will give you tangible examples of what it can do for you. If you are already using Snagit, this session will definitely take your skills to the next level.
Use Our Code & Link to Save!
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What You’ll Learn in this Episode
In Elevenses with Lisa episode 66 Lisa Louise Cooke will discuss how to use Snagit:
for problem-solving, such as errors in your Ancestry family tree
Elevenses with Lisa episode 61 was a tutorial for beginners on how to use Snagit, and specifically how I use it for genealogy. I think it really resonated with genealogists because accurately and completely capturing the family information that we’re finding is absolutely essential for good source documentation. It’s one of the most important things we do as genealogists.
So, this video is sort of a “Part 2” session where we dig into more ways to use this amazing screen capture tool and I answer some of your most pressing questions.
Even if you use a different snipping tool, I’m going to give you tangible examples of how you can clip more effectively.
I received the following email from Anne W.: “I very much enjoyed your recent Elevenses with Lisa episode on how to use Snagit. I love the screen clipper on my Mac but this does so much more. I used your link to purchase Snagit and I have found the tutorials very helpful as I figure out how to use it on my Mac with my files. The first thing I did was go back to several newspaper pages I clipped recently in chunks and used Snagit to capture the whole page. It worked like magic! I would love to see another episode about the features of Snagit. Thank you for your regular and premium podcasts. I listen to both regularly. I have learned so much that I can apply to my genealogy research.”
Oh I love hearing how you’re using what we talk about here at Genealogy Gems! And yes, Snagit is fantastic for clipping those squirrely newspaper pages, and so much more!
Let’s get started – I’m excited to show you 5 more problem-solving screen capture projects that you can do with Snagit, and then we’ll wrap up with answers to your Snagit questions.
Using Snagit for Problem Solving
Bill in San Antonio, TX wrote me last week and told me about a problem that he was having with his online family tree at Ancestry It turns out that some ancestors had duplicate profiles. He didn’t put them there. He asked Ancestry about it but was getting what he called “boiler plate” answers that didn’t solve the problem.
In situations where you’re trying to communicate a complicated problem to someone else, or you’re just trying to work through it yourself, it can really help to visualize the problem, and Snagit can help you do that very effectively.
Bill says: “I am seeing duplicate FACTS in profiles of siblings, parents, and children of a person and cannot figure out where they originate. I go to the profile which seems to be generating duplicate information, but it is not there.”
As I read through all the details that he wrote up about the problem, I found myself getting confused. I asked his for access to his family tree so I could take a look and he wrote back
Bill went on to say, “The duplications I see are all in my tree. I have reviewed each of them to be certain that the data is not coming from a profile, even though it appears in duplicated form elsewhere.
Here is a screenshot of one such issue, showing two siblings with repeated data. Note that in each case, the birth location is slightly different, as in “Texas” vs. “Concho County, Texas”.
Ancestry Profile – problem of duplication
Bill had annotated his screen clipping to help me zero in on the problem. “(I used SnagIt for the screenshot — thanks for suggesting it!) I see this issue in other profiles, so your suggestions for solving it will be useful in other parts of the tree.”
Here are just three examples of ways you can highlight or call out an item in an image:
Lines
Highlighter
Shape (set to transparent center, red outline)
Styles
After you select and customization a style (such as a red outline shape) you will see that Snagit provides a “ghost” version of it in your list. It’s greyed out and ready to add. Simply click the plus sign to add the style to a theme. There are several themes available and you can create new themes.
Favorites
I like to make it even faster to find the styles I use the most by adding them to my Favorites. It’s super easy to do. Just click the star on the style. You’ll find your Favorites in the star menu at the top of the screen.
As a side note, I do think this is a bug in Ancestry’s system. I recommended that he do the following to zero in on the problem:
Search the tree – is the person duplicated in the pedigree view somewhere. Answer: No.
Check the URLs – Are the tree and person numbers in the URLs the same for each “Fact”? Answer: Yes.
Again, you can use Snagit to help work through things like this. Here’s how to see if you’re indeed looking at the same person: Right-click on each ancestor profile to open it in a new tab so you can compare and capture them. In this case it was Willie (the ancestor) and James and the duplicate of James. Each will have a URL address in your browser bar that will end in person/420009496764/facts. The number in red is the unique number for that person.
Had the tree number or person numbers been different, that would be the likely source of the problem. However, in Bill’s case, they are the same, so that’s more evidence that it’s a bug in Ancestry’s displaying of the information.
After screen capturing each profile they can be combined into one step-by-step document that can then be shared.
How to Combine Captured Images with Snagit
Click on the first image in the tray at the bottom of the page.
Hold down your shift key and click the last image. (If you need to pick from the tray, hold down the Control key on your keyboard and click each desired image.)
Right-click on the selected images and click Combine in Template – or – at the top of the screen click Create and select Image from Template – or – Press Control + Alt + Con your keyboard.
Select the desired page layout. Custom Steps or Steps Portrait.
Click the Next button.
Give your document a title, captions, etc.
Click the Combine button.
Remove steps if desired, add annotations, etc. as desired.
The combined image can then be saved to your computer and shared such as by email.
My guess is that at some point Bill viewed someone else’s tree or a hint that included this conflicting information, or he may have attached a record that had conflicting information, or rejected information from a record. In any case, some sort of action may have gotten “stuck” in the virtual stratosphere. The system has hung on to something it should not have. Bill says he’s finding more instances of this happening in the same tree, so it definitely needs to be addressed. It would be a shame to keep adding to the tree only to have that glitch continue to duplicate itself in other profiles.
I suggested looking through the records he has attached to James Kalloup Sparks to see if any of the attached records mention Concho, TX as his birthplace. I doubt there is one, but if there is, it is likely somehow linked to the problem.
It’s very odd that on Willie’s profile it shows James Kalloup Sparks’ birthplace as Concho in the duplication, but when you click that profile it doesn’t say Concho. It’s must surely be an Ancestry glitch.
If it were me, I would try downloading your tree and then creating a second tree by uploading it and seeing if the error still occurs. Here’s the Ancestry Help page.
Also, if by chance Bill was syncing his Ancestry online tree with genealogy software on his computer, there’s a possibility that could cause the problem.
Annotations
Questions from Kelly: “Hi Lisa!, I would LOVE for you to create a very simple tutorial for adding in arrows and any text in “bubbles or boxes”. I have tried to do this and am missing something – I just LOVE Snagit but I am so technically challenged and would love to not become so annoyed when I am missing the simplest of steps.”
The most important thing to remember as you use annotations like text bubbles, shapes and text is you must select what you are working on. The font, color, sizing and other formatting features can be applied to every kind of annotation. You must select the item before applying the formatting.
If you’re ever confused about what “mode” you’re in, look at the top of the screen and note which tab is selected. In the example below, we are in “Shape” mode.
And if you try and try to make a change to an annotation and nothing seems to happen, you probably haven’t selected it. Click on the item to select it before attempting to make any changes.
If you want to move a item such as a shape or a selection of text, again you will need to click it to select it. You should see the “Move” selector handle that looks like this:
If you don’t or you’re having trouble, click “Move” in the toolbar at the top of the screen and then click on the item.
Most of the time if working with annotations or formatting them is presenting a challenge, it’s because the item hasn’t been properly selected before you begin.
Using Snagit to Capture Unique Sources
Many of the most popular genealogy records websites offer a hinting feature that suggests records to you based on the information in your online family tree. Many of those “records” are quite unique. I recently came across a Photo Hint at Ancestry that was a screen capture of a story in a public Facebook group of the descendants of a particular couple. It was interesting information but I didn’t really want everything that was captured in the image. I used Snagit to capture and then edit the image the way I wanted it so I could then save it to my computer. This included erasing or removing unwanted areas. The following Snagit features can help you accomplish this easily:
Select and delete
Shapes recolored to match the background
The Eraser tool under the More menu in the toolbar
Answers to Your Questions about Snagit
Answers to your questions from episode 61 which was my beginning tutorial on Snagit. If you haven’t used it before stick with us in this video to see all the cool things it can do and then go back and watch that episode which is perfect for beginners.
Pat M.: Will OCR work for non-English newspapers? Answer: Snagit doesn’t translate, but the OCR will Grab non-English text. Learn more here. You can then copy and paste it into Google Translate.
SHB: Don’t see Evernote on the list, how easy is it to save to EN? Answer: If you have Evernote installed on your computer you should see it in the Share list. You can also download Evernote to add it as a Share destination. In fact, there are loads of programs you can download.
Cyndy B.: Are all these features in older versions? Answer: No, like all software, each version introduces additional features.
SHB: Curious about printing… if you print a long article, will it print out readable? Answer: Yes! You can set the resolution. And use Print Preview to make adjustments so it prints exactly the way you want it.
CA Sanders: if I bring a photo into Snagit and work with it will save IN Snagit, not in my original placement…so I would have to “save” or “move” to the folder it was in to begin with my changes. Answer: After making your edits, use File > Save As to save it in the desired format to the desired location on your computer hard drive. You can also save it to replace the original if that’s your goal.
B Latham: How do we keep the SnagIt program up to date? It sounds as if other viewers here are saying they purchased the program a few years ago and may be outdated. Isn’t there a way to keep it up to date? Answer: Yes, you can buy a maintenance plant that will include future updates at a reduced fee. Use our link and discount code, and the option will be available at checkout.
Barbara C.: For 2 different laptops, would we need to purchase Snagit twice? Answer: TechSmith software is licensedper user, so how many computers can I install it on?
Each user may install and use one copy of the software product on up to two computers for their sole use, provided only one computer is in use at any given time. This includes home and work, or a laptop and desktop.
Use Our Link and Save
Get Snagit with our affiliate link and get 10% off for a limited time. (thanks for supporting our free content!) (We will be compensated at no additional cost to you, which makes the free Elevenses with Lisa show and notes possible.)
Scotland’s People, the Free English BMD Index, FamilySearch and joined her local society. But she’s not sure where to go next with her research–there just are SO many options! If this sounds familiar, check out her question and the advice I gave her:
Your questions are always welcome! Contact me by email, or leave a voice mail at (925) 272-4021 and you may just hear yourself on the show.