When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
Watch episode 71
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.
Three ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player above. 2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 3. Video Player above (Replay) – Available immediately after the live premiere and chat.
Episode 71 Show Notes
Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”
This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.
It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.
The Genealogy Data Flow
Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:
Active Genealogy Work
This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisaepisode 7.
Conclusions added to Master Genealogy Database (Software on your computer)
Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
Archival Paper Storage (your binders.) See episode 6(Paper Archiving)
Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)
Incoming Genealogy Sources
Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:
Items I’m exploring for the potential application to my current research project
Items pending analysis
Unproven items
Items playing a role in a bigger research question that I want all together for now.
Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals
Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)
Evernote allows me to:
Capture and hold items
search and retrieve more effectively than on my computer thanks to OCR (subscription)
work my genealogy research plan
easily collaborate with another researcher by sharing a single link
Store and share media such as audio and video recordings
OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.
Working Your Genealogy Research Plan
When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.
Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.
Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.
Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.
My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.
The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)
In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.
So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.
Items I save to Evernote:
Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
Example:Items pertains to my family but not part of my current research project.
Downloaded genealogy records I don’t have time to process right now.
All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.
Items I save to my computer hard drive:
Items to I want to keep that have been processed.
Digital scans of visual items. Examples: Family Photos, old postcards
Large files created on my computer (audio, video).
I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.
The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.
Archiving Processed Items
Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.
An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder. I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.
How to save a document image to your hard drive from Evernote.
You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!
How Do I Find It Later?
My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).
“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke
When I want to refer back to one of those sources I would look in one of three places:
My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
Evernote (particularly if the source is part of my current research plan.)
The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)
Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!
Final Thoughts
Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.
Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)
Every genealogist has experienced the frustration of clicking on a link and discovering that the page is gone or the resource is now defunct. Things change rapidly as technology evolves, so it’s a problem that isn’t going away any time soon.
Genealogy Gems Podcast listeners often ask what to do when they run across a broken or defunct website in the show notes of older episodes of The Genealogy Gems Podcast. I’ve got answers for you today that can help you get back on track whenever this happens to you.
I received this email from a listener of the free Genealogy Gems Podcast, and it’s one I’ve received from lots of listeners and genealogists alike:
“As one of your podcast listeners who is working my way through past episodes, I am running into a bit of frustration that I am wondering if you, on someone else reading this, can help me on. I have tried to get to a couple of websites that guests of yours mentioned, with no success. (I’m listening to episodes from) 2010, where I am at now, (and that) may not be all that long ago for many, but it is an eon in internet terms.
Are you, or anybody else reading this, aware of any person or site tracking genealogy related websites that records/posts notations of name changes, buy-outs by other service providers, or just plain disappearances? You might have mentioned some in the interim, but I’m still a hundred episodes in arrears.”
That’s the wonderful thing about podcasts, you can listen when the episode is published or even a decade later. That’s because podcasts, unlike radio shows, are recordings that you can access whenever it’s convenient for you. But my listener is correct, things change quickly online, and that includes website links I refer to in the show notes web pages of older episodes.
How to Find Information When a Website has Disappeared
I love hearing that listeners are enjoying the free Genealogy Gems Podcast archive. We hear over and over that our listeners pick up something new each time they listen. However, I completely understand the frustration of encountering defunct websites and resources. What a bother they are!
Unfortunately with the speed at which online information changes, it’s just about as impossible to keep years of web content current (while still producing new content) as it is finding a genealogy record that burned in a courthouse fire!
The good news is that with a little persistence, you can probably locate where a source has moved to or find alternatives that may provide the same function. Paying attention to clues and details around the original source itself can lead you to alternatives that can accomplish the same goals or provide the same or similar information. And of course, tracking down information that’s gone missing is certainly a valuable skill in all areas of genealogy!
Here are a few great strategies to help you find information when a website has disappeared:
1. The Wayback Machine Can Find Defunct Sites
1) If you run across a link to a now defunct site, copy the website link. Next, go to the Internet Archive at https://web.archive.org and paste the web address that you copied into the Wayback Machine search field. Press enter on your keyboard to run the search on that address. You may very likely be able to retrieve a screenshot of the page.
If you’ve been researching your family history for several years, you’ll probably recognize the screenshot of World Vital Records (below) at the Wayback Machine.
You may not gain access to everything that was there originally, but you’ll very likely glean clues that you can use to find the information you seek on another website using a Google search.
One of the features most recently added to the Wayback Machine is the Save Page Now tool. This helps you capture web pages and add them to the Wayback Machine at the time that you find them. That way, even if the site goes away, you’ll have a copy of the web page for future reference.
This tool works on any web page that allows “crawlers”, which most sites do. Crawlers are used by sites like Google and the Wayback Machine to index information and capture the pages.
To save a web page using the Wayback Machine, copy the web page’s address and paste it into the Save Page Now field. It will bring up the page in your browser and show you that it’s being processed and will be added to the Wayback Machine.
The page will be conveniently stamped with the date that it was captured. This is helpful because even though websites may stay online for years to come, the content on their pages may be changed over time. By using the Save Page Now feature and adding the web page to the Wayback Machine, you will be able to revisit the information that was on that page on that specific date well into the future, regardless of changes that may be made to it over time.
2. Google Your Question
You’ve heard me say it many times: Just Google it!And that certainly applies here. Google is great at finding alternative sources for the same information. No question is a dumb question when it comes to Google.
If you are running into a challenge with a defunct site or have a question, chances are someone else has had the same question! It may have been posted on a message forum, a blog post or the help section of a website. Google can help you find the question and the answers that were provided.
Let’s say you come across a link to the World Vital Records website in the syllabus of a class you took several years ago. (If you’ve been researching your family history for a while, then you probably remember this genealogy records website.) And imagine that when you type the link into your web browser, you discover that the link is broken and the website no longer exists.
Here’s an example of what you could ask Google in order to find out what has happened to the World Vital Records website:
When did world vital records close?
Sunset notice for World Vital Records
Who acquired World Vital Records?
As you can see in the example search in the image above, the sunset notice for World Vital Records, which was acquired by MyHeritage, was issued in September of 2018. Click the link to the article to read up on all the details.
When faced with a broken link your first impulse may be to ask another person or someone you see as an expert on the subject. That can work too, but chances are they may just ask you “did you Google it?” That’s because, like it or not, Googling at the moment you have the question is much faster and provides you with the latest information.
Think of Google as asking your question to every single web page in the world – all at once. If the answer is out there, Google can probably find it.
3. Google the Content
As I said, the internet is growing and changing every day and it is very possible you may find the content is now available elsewhere.
Any good source that provides website URLs will usually include information about what you’ll find on that website. You can use that information to run a Google search. Your goal is to determine if the information you seek is available elsewhere from the same provider, or identify another website that references the same content.
Start by copying short phrases of key information and pasting it into the Google search box. Put quotation marks around the text. Quotation marks are a standard Google search operator and they will tell Google to search for web pages that include that exact phrase, sentence or paragraph. (Quotation marks also work on individual words such as surnames.) If you don’t get an exact search result, remove the quotation marks and place them just around the most important individual key words.
Here’s an example of how this works:
In Genealogy Gems Podcast episode 62 (published back in 2009) I talked with actor Darby Hinton about a new history-themed television series he was producing called Hintons Living History. The show notes include a link to the website devoted to the show. Clicking that link leads to an error page because the website has since been taken down. (For website publishers like myself, we are often faced with the decision between creating new content, or constantly combing through old published content to fix what is out of date. I think you will agree that continuing to create new content is preferable.)
Since the link no longer works, a Google search of the name of the television show in quotation marks (“Hintons Living History”) provides a plethora of information and videos to learn more about the show.
Obvious, But Not Always
While the solutions I’ve shared here may seem somewhat obvious, time and time again I’ve watched people get befuddled by running into broken genealogy website links. It’s totally understandable. In the excitement of the moment of finding something interesting, getting stopped in your tracks by a broken links creates frustration. Our brains tend to focus on that obstacle and frustration rather than the simple solutions that are available.
Now you have a game plan that you can use so that broken links will only be a blip on your genealogical research path.
This article was originally written in January 2019, and extensively updated August 6, 2019. Can you find the old version on the Wayback Machine?
In this post I’m going to answer common questions about the best strategy for creating and maintaining your family tree data.
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 Ancestry, MyHeritage, Findmypast, 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:
It is owned and controlled by you.
It is the final say on what you currently know about your family tree.
It is protected with online backup to ensure it is safe.
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.
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!
About the Author: Lisa Louise Cooke
