David Ouimette of FamilySearch is known to his colleagues as “the Indiana Jones of genealogy” because of his globe-trotting adventures in curating record treasures. He joins us to talk about the millions of records being digitized around the world right now.
Lots of excited emails from you!
Compiled military service records from Military Minutes expert Michael Strauss
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NEW GENEALOGY GEMS PREMIUM VIDEO
Develop your search superpowers to uncover information about your family history on the web with Google at lightning speed! Explore tools like Image search, facial recognition, finding specific types of files, how to find the answers you need, and more. Click here to watch a class preview; click here to become a Genealogy Gems Premium member.
David Ouimette, CG, manages Content Strategy at FamilySearch. He has conducted research and analyzed archival materials in dozens of countries in North and South America, Europe, Africa, and Asia. David lectures regularly and has written for genealogists, including Finding Your Irish Ancestors: A Beginner’s Guide.
Genealogy Gems Contributing Editor Sunny Morton is the author of “Genealogy Giants: Comparing the 4 Major Websites.” (discontinued) Use this jammed-packed cheat sheet to quickly and easily compare the most important features of the four biggest international genealogy records membership websites: Ancestry.com, FamilySearch.org, Findmypast.com and MyHeritage.com. Consult it every time your research budget, needs or goals change!
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MILITARY MINUTES: COMPILED MILITARY SERVICE RECORDS
If a clue found in your ancestor’s US draft registration records listed military service you will want next to search for his Compiled Military Service Record (CMSR).
The Compiled Military Service Records (often abbreviated at CMSR or CSR) record the name, unit, and period of service of the veteran along with information related to military service from the Revolutionary War to the end of the hostilities of the Philippine Insurrection after the turn of the 20th century.
The information varies greatly from each of the war periods that recorded this information. Besides the identifying features listed above, they typically contain muster in/out information, rank in/out details and further highlight the soldier career by recording promotions, prisoner of war memorandums, casualties, and a number of personnel papers which may include enlistment papers and other related documents. Several of the war periods also provide physical descriptions of the soldiers including; name, age, nativity, occupation, height, hair, eyes, and complexion information. This set of records represents the volunteer Army and doesn’t include regular Army enlistments. Except for limited records of the Revolutionary War and the War of 1812 for the Navy, the other branches of the military (including Navy, Marines, and Revenue Cutter Service) all have their equivalent set of records.
Your ancestor may have multiple entries in the CMSR. This could occur if a soldier served in more than one unit, or in the case of John LeMaster, who enlisted in two different armies. The Civil War divided our nation, testing the loyalty of all persons who lived during this time. Lemaster chose the Confederacy (as least initially) when in 1861 in Charlestown, VA he enlisted with the 2nd VA Infantry fighting alongside of his Brigade commander Thomas J. Jackson who later would be known as “Stonewall Jackson.” (Photos: John H. Lemaster and his family in Martinsburg, WV. Photos courtesy of Michael Strauss.)
After the Confederate loss at the battle of Gettysburg he deserted and lived in Martinsburg in what was now West Virginia where on his Draft Registration he was listed as a deserter from the Rebel Army. In 1864 he enlisted in the United States Army with the 3rd WV Cavalry, serving out the duration of the war until 1865. After the war he was granted a federal pension, with no mention of his former service in the Confederacy.
Shown on following pages: his military service records for both the Confederate and Union armies.
Access various CMSR indexes and images online at the following:
Revolutionary War.Compiled Military Service Record images are online for CT, DE, GA, MD, MA, NH, NJ, NY, NC, PA, RI, SC, VT, VA, and Continental Troops. Genealogists should also search the local state where their ancestors were from as some Militia isn’t included in these records.
During the Revolutionary War additional Compiled Service Records were completed for the Navy, which was broken down to include Naval Personnel, Quartermaster General, and Commissary General Departments.
One additional set of CMSR images covered Revolutionary War service along with Imprisonment Cards. Click here
Old Wars (1784-1811). After the Revolutionary War, the newly formed United States government sought to maintain a regular Army. However, volunteer soldiers who served from 1784-1811 were recorded. (One of the reasons for volunteers to be called up would have included the Whiskey Rebellion of 1793.) Their Compiled Military Service Record full images are available online here.
War of 1812. Compiled Military Service Records Indexes are online for CT, DE, DC, GA, IL, IN, KY, LA, MD, MA, MI, MS, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, VT, VA and also the Cherokee, Chickasaw, Choctaw, Creek, and Shawanoe Indians along with United States Volunteers. Full copies of CMSR are online for the Chickasaw and Creek Indians, along with the men from Lake Erie and Mississippi.
Mexican War. Compiled Military Service Record indexes are online for AL, AR, CA, FL, GA, IL, IN, IA, KY, LA, MD, DC, MA, MI, MS, MO, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WI, and the Mormon Battalion and the United States Volunteers. Full copies of the CMSR are online for AR, MS, PA, TN, TX, and the Mormon Battalion.
Union: Indexes are online for AZ, CA, CO, CT, IL, IN, IA, KS, ME, MA, MI, MN, MO, NH, NJ, NY, OH, PA, RI, VT, WA, WI, United States Veteran Volunteers, and Veteran Reserve Corps. Full copies of CMSR for AL, AR, CA, CO, Dakota Territory, DE, DC, FL, GA, KY, LA, MD, MA, MS, MO, NE, NV, NM, NC, OR, TN, TX, UT, VT, VA, WV, United States Colored Troops, United States Volunteers, and 1st NY Engineers.
Confederate: indexes are online for AL, and VA. Full copies of CMSR are online for AL, AZ, AK, FL, GA, KY, LA, MD, MO, MS, NC, SC, TN, TX, VA, Miscellaneous, Volunteers, Indians, and Officers.
Spanish American War. Compiled Military Service Record Indexes are online for AL, AR, CA, CO, CT, Dakota Territory, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, and United States Volunteers.
Revolutionary War. Full copies of the Compiled Military Service Records for CT, DE, GA, MD, MA, NH, NJ, NY, NC, PA, RI, SC, VT, VA, and Continental Troops. This database often doesn’t list the local militia as most of the men listed were part of the continental line. Researchers can access this group of records and search by keyword or location. Search here
Old Wars. This database is an index and full images of the Compiled Military Service Records of those men who served after the Revolutionary War and before the War of 1812, covering the years of 1784-1811.
War of 1812. Abstracted lists of names, state, and military units from the Compiled Service Records (no images). Search here
Mexican War. Full copies of the CMSR are online for MS, PA, TN, TX, and the Mormon Battalion. Search here
Union:Compiled Military Service Records are searchable, with a link to the collection on Fold3 here
Confederate: Compiled Military Service Records are searchable, with a link to Fold3 to view original images here. An additional set of Service Records comes from units that were raised by the Confederate Government and not from any of the states that comprised the Confederacy. The CMSR are available online to view the images and searchable by military unit here.
Spanish American War. Compiled Military Service Record Indexes are online that cover the same geographical areas as on Fold3 here. Full copies of CMSR are online on Ancestry for Florida here.
Free at FamilySearch.org:
Family Search has fewer Compiled Military Service Records available online that include images. One of the major collections includes the Revolutionary War CMSR’s that when searched here, the images provide a direct link to Fold3.
Most of the other major war periods are microfilmed and available through the Family History Library in Salt Lake City, Utah. With online access through both Fold3 and Ancestry provided on the computers in the library, accessing the film is less desirable.
Suzanne’s comment: “Did you realize that this site from the Georgia Tech Research Institute is actually a wonderful search engine for Chronicling America.loc.gov. website? I have used the LOC site often, but found it cumbersome sometimes. This is a real time saver. Thanks for the Genealogy Gem.”
Lisa’s tip: In the timeline you can specify a date, like 1860 (date and month too!), then press play and it will play back and reveal the locations on mentions of your search query coming forward in time. It would be really interesting to take a word or phrase and see when it first occurred. This is a very feature-rich website!
Listen to the Genealogy Gems Podcast twice a month! Check in on or after October 26, 2017 for Genealogy Gems Podcast Episode 210. What’s coming? Paul Woodbury of Legacy Tree Genealogists will share some great tips for beginning Swedish genealogy?and much more!
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!
Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Vienna Thomas, Associate Producer
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager
Search millions of new records on Ancestry.com, FamilySearch & Findmypast, three of the Genealogy Giants. Find your family history in Australia, Brazil, Canada, Denmark, England, Germany, Hungary, New Zealand, Panama, Poland, Sweden, the U.S., Wales and in PERSI,...
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.
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.”
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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.
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
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!
The Genealogy Gems Podcast is the leading genealogy and family history show. Launched in 2007, the show is hosted by genealogy author, keynote presenter, and video producer Lisa Louise Cooke. The podcast features genealogy news, interviews, stories and how-to instruction. It can be found in all major podcasting directories, or download the exclusive Genealogy Gems Podcast app to listen to all the episodes and receive bonus content.
Do you love genealogy, mysteries and puzzle solving? Well in this episode we have not one but two tales of mystery.
The first has a Valentine’s theme centered around a mysterious love letter. Professional genealogist Kathleen Ackerman will be here to share how a love letter that was missing its last page took her on a genealogical journey full of surprises.
Our second story is a mystery full of twists, turns and murder that will ultimately resurrect your faith that what you think is lost, may still be found.
Frank recently wrote in saying that he listened to Genealogy Gems Podcast episode 227 and my conversation with Ran Snir, MyHeritage DNA Product Manager about their genetic genealogy tools The Theory of Family Relativity™ and AutoClusters. This got him thinking about his own test results and a frustration he has had trying to find matches and records in pursuit of this Galician roots.
“Ancestry’s records are almost non-existent, except for some parish records, but this is the region from which Cuba and Argentina were populated, and the ultimate ancestry of Cubans in the US. I have done the AncestryDNA test but my matches are few and far between.
On the other hand, I have worked with a Spanish genealogist and have some records that go back to the 17th century. Is there any program like Ancestry, 23andme, or My Heritage, that can do Galician (Spanish) genealogy well.”
Regarding DNA matches and testing pools:
DNA companies test all types of people and because testers can download their results and upload them to other companies, their pools of people are becoming more similar. Generally, they don’t focus on particular groups. They just report the results based on the pool they currently have.
Conduct a Google Search: Galician (Spanish) genealogy “Galicia”. Click here to see the Google search results.
The Genealogist’s Google Toolbox Third Edition by Lisa Louise Cooke available in the Genealogy Gems Store.
Available in the Genealogy Gems Store.
Lisa’s video classes and handouts on Google search are included in Genealogy Gems Premium Membership. Learn more here.
Click to learn more about Genealogy Gems Premium Membership.
“I am a regular listener to your podcasts. And I am the family historian. I recently received a trove of documents from my Uncle who had been working to chart the family for 25 years. He passed away last year. His most recent quest was to find as many old family pictures as possible and I have continued to reach out to distant relatives. I enjoyed the recent podcast about the New York photographer website and hope it will help me identify people in some of these very old pictures.
(Episode 236 – Interview with David Lowe, Specialist for the Photography Collection at the New York Public Library on a free tool they provide that can help you identify your old photos. Also a discussion of how to find unindexed records at Ancestry.com.)
My question: a friend of mine has inherited all of her family’s old family pictures. The pictures are from the late 1800’s. She doesn’t know who most of the people are. She is not interested in learning and apparently there aren’t any members of the family who have taken the role of family historian. Is there anything to do with these pictures other than to dispose of them? It makes me sad to know that no one is interested. When I learned a branch of my family tree had tossed all of their old family pictures, I felt awful and it has taken me some time to accept that I might not ever find replacements for this branch.”
There are ways to make real progress identifying photos. I’m going to be covering more of this on upcoming episodes. I would start by asking your friend to write down states / counties / towns where she thinks her family lived, as well as her direct ancestors as far as she knows (even if it’s just grandparents or great grandparents.) With some basic genealogical info on the most recent members of the family and some possible locations, you could then post at least some of the photos on Deadfred.com.
This is a site where people search on families and locations and other identifying information to find unidentified photos of their family members. Many, many photos have made their way to family historians through DeadFred.
If you don’t have time to post them on DeadFred, and you do know the county where some of the photos came from, you could offer to donate them to the local genealogical society. They might be willing to take them, and their volunteers might be willing to do it.
I agree with you, it would be such a shame to toss them because you can be sure there is someone out there who would treasure them and may even hold answers.
Kathleen Ackerman graduated from Brigham Young University with a Bachelor of General Studies: Family History degree in April 2012. She now has her own research company, Finding Ties that Bind. She is also working on a Master’s Degree in Genealogy, Paleography and Heraldry from the University of Strathclyde in Scotland.
Kathleen is the director for the Cave Creek Arizona Family History Center. She loves to help others as they learn about their family history. For seven years, she served as the Treasurer and British Institute Director for the International Society for British Genealogy and Family History. Besides her volunteer and school work, she spends most of her free time either working on her husband’s English and Scottish lines or playing with her granddaughter.
“In 2010, my mother found three pages of a letter addressed to “Mamie” among my grandparent’s things. My grandmother has passed away and my grandfather did not remember who Mamie was or why they had the letter. My mom sent me the letter in hopes that I could figure it out.”
Miriam (Mamie) Smith Patelzick 1891-1911 (Photo courtesy of Kathleen Ackerman)
The last page which may have contained the writer’s signature was missing. This is where Kathleen’s search began.
The first three pages of the love letter. (Courtesy of Kathleen Ackerman)
Kathleen turned to census records from the time period, and Google Maps to verify where Medicine Lodge was in comparison to Small, Idaho, the place from which the letter was sent. No such town could be found.
She then turned to old maps to see if the town had once existed. She used maps on the David Rumsey Historical Map Collection website. She found a map of Idaho from 1909, that showed Small, Medicine Lodge river and Reno (all mentioned in letter). They were all in Fremont County, Idaho. Her confidence that she had the right person grew.
1909 Idaho map published by Geo. F. Cram, Chicago (DavidRumsey.com)
The search moved on into vital records. A marriage certificate for Mamie and William Patelzick in Dec 1910 was located.Perhaps they had eloped?
Spoiler Alert: If you haven’t listened to the episode yet. The next image reveals the writer of the letter.
Later, Kathleen’s mother surprisingly found the final page of the letter:
Found! The last page of the love letter. (Courtesy of Kathleen Ackerman)
A surprise indeed, and a mystery solved!
Thank you to Kathleen Ackerman for sharing her story! You can visit her at her website, Finding Ties that Bind.
Announcing the Next Generation of Google for Genealogy
The Genealogist’s Google Toolbox By Lisa Louise Cooke
Discover the answers to your family history mysteries using cutting-edge Google search strategies. A comprehensive resource for all of Google’s free tools, this easy-to-follow book provides the how-to information you need in plain English. You will first gain a strong foundation in how to search quickly and effectively. Then you’ll dig deeper into solving real-life challenges that genealogists regularly face. This book will show you how to flex your new Google muscles by mining each of the free tools to deliver satisfying and enlightening results. You will develop a mastery of Google that will serve you now and for years to come.
This book features:
Step-by-step clear instructions and loads of images that help you easily follow along.
Tips for searching faster and achieving better results to solve the real challenges that genealogists face.
How to go beyond Google search by using the wide range of powerful free tools that Google offers.
Cutting-edge technology like Google Earth to tell your family’s stories in new and exciting ways!
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 HowAlice 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!
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 LisaEpisode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)
As you work on your genealogy research you’ll find there are two important tasks you will be doing often:
Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)
Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:
Place a “to be filed” basket next to your desk.
Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.
7. Do you have the supplies you need on hand?
Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.
Here’s what my shopping list looks like:
3” 3-Ring View Binders
(allow you to customize covers & spines)
1” 3-Ring View Binder
1 box of Acid-Free Sheet Protectors
3-Ring Binder Tab Dividers
8. Have you settled on a file naming scheme?
How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.
Here’s what my basic file naming format looks like:
Year (will force chronological order)
First Name (filed in surname folder)
Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.
8. Are you prepared to make copies?
Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data.
Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off from its cloud hosting service. According to the Wall Street Journal, “other tech partners also acted, crippling operators.”
Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.
My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:
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
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 Backblazefor computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:
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Recap:10 Questions to Rate Your Readiness for Genealogy Success
Have you selected a place to start?
Have you developed a project research question?
Do you have a Research Plan for your genealogy project?