Genealogy Gems Podcast Episode 231

Genealogy Gems Podcast Episode 231
with Lisa Louise Cooke
July 2019

Listen now, click player below:

Download the episode (mp3)

In this episode:

  • The latest tech news from Google Earth, FamilySearch and MyHeritage
  • Alice’s Story – genealogy research with blogger Julianne Mangin
  • Cemeteries – both for ancestors and their pets

Please take our quick PODCAST SURVEY which will take less than 1 minute.  Thank you!

NEWS:

Google Earth News

Jennifer in California sent me a fascinating item recently , and she says “Thought you might get a kick out today’s blurb from Google, where they pat themselves on the back for what can be done with Google Earth. No argument from me; it’s amazing!”

So, what can be done with Google Earth besides all the family history projects that I teach here on the podcast and in the Premium videos? Well, Peter Welch and Weekend Wanderers in the UK are using Google Earth to find treasure!

Read all about it here
Visit the Weekend Wanderers website

FamilySearch Adds Audio

FamilySearch.org, the free and massive genealogy website from the Church of Jesus Christ of Latter-day Saints  has added a new way for you to add more memories to your tree.

In addition to photos you can now add audio both at the website and the FamilySearch FamilyTree and Memories apps which you can download from your mobile device’s app store.

So now as you’re selecting and uploading family photos to familysearch, you can also gather and record the stories that go with those photos. It’s sort of like being able to write on the back on the photograph, but in an even more personal way.

Your voice, and the voices of your relatives can now be part of your family’s history.

Read the article about adding audio

From the FamilySearch website: “Photos and audio attached to deceased ancestors can be viewed by other users on the FamilySearch Family Tree. To protect privacy, photos and audio attached to living people can be seen only by the person who added the memory unless that person shares the memory or album with another user.”

MyHeritage App update

Among the newly introduced features are Family Timelines, the ability to view family trees that you’re matched with, the ability to choose which information you extract from Smart Matches™, an improved research page, and more. Read all about it here

 

MAILBOX:

We received lots of great feedback on the article 3 Shocking Discoveries I’ve Made While Searching Cemeteries by Joy Neighbors

From Craig: “After finding my Paternal grandfather and great-grandfather, I looked for my Paternal GG Grandfather in the same area. No luck. I went to the R.B. Hayes library in Tiffin, Ohio and started looking at every page in the burial listing for the township I thought he would be in. And there he was – last name misspelled! (The “A” was changed to a “K”.) I was able to drive over to the cemetery and located his stone – still readable after his burial in 1885. I plan to go back to the area this summer to look for his wife, who was buried elsewhere (they were separated.) I wish I could get someone to update the lists with the correct spelling, to match the gravestone and census papers, but that seems impossible to do.”

From Ann:
“My brother Ray says we have visited more dead relatives than live ones. Trying now to visit the relatives above ground!”

From LeRoy:
Spent many hours walking, crawling, pushing through brush brambles and briers just to find and take pictures of tombstones. I regret only one such adventure. If I may. My sweetheart and I went to a small cemetery in New Jersey to gather family names and pictures for Billion Graves and our personal records. While I was taking pictures, my wife was clipping brush and bushes from the stone that identified her families plot.

We had a great day. I filled two clips of pictures and my sweetheart did a magnificent job on that stone. It was only a few hours later, when she started itching that I really “looked” at the pictures and realized that the brush that she cleared from that stone was poison ivy. Wouldn’t have been so bad, but when she found that I’m not affected by poison oak, ivy or sumac. She was not happy.

From Shirley:
I have recently started doing ancestry research and have been astounded at what I have found. No creepy tree stories. However, it is nice to know that some ancestors took special care to by buy family plots even though they knew eventually the girls might marry and want to be buried with their husband. I found it interesting that both my grandfather and my grandmother are both buried with their individual parents.

From Patsy:
Shirley’s  story jogged my memory. My mother died in 1934 when I was 4 years old. She is buried in her father’s plot rather than my paternal grandfather’s plot. I have wondered for years why the burial was arranged that way and imagine all sorts of situations. Were the families feuding? Was one family more financially able to foot the bill. Did my paternal grandfather not like my father? Hmmmm………

From Sharon:
I checked out this book from the local library about a month ago. Decided I needed my own copy. All genealogist should read it. It is very informative & entertaining.

From Marinell:
About 5 years ago I found the farm on which my gr great grandparents were buried. The tall granite marker with the parents’ names had been knocked over, the foot stones stacked and several large rocks were around the monument and it was in the middle of a field that was being planted and harvested. We made contact with the owner and received permission to have it raised.

In the meantime, I found an obituary for a son who was buried on the family farm. I also found an article about a woman who did dowsing, contacted her and she agreed to come perform the dowsing. I was videoing it when my phone went totally dead! I had never had that happen and it was charged. Thirty minutes later it came back on mysteriously!

She found 2 adult women, 2 adult men and three toddlers. After further search I found another obituary for a grown daughter buried there and 3 toddler grandchildren who died in 1882. She said that the large rocks would have marked the graves. Sadly, they had totally desecrated the family cemetery. But I was excited to learn all I did and was startled by the phone totally dying.

The free podcast is sponsored by RootsMagic

RootsMagic

Julianne and her momGEM: Genealogy Research with Julianne Mangin

We first talked to Julianne last year  in Genealogy Gems Podcast episode 219. In that episode we explored the tragic story of Julianne’s ancestors, the Metthe family. It was a riveting case study of the twists and turns that genealogy can take us on.GEM: Checking in with Julianne Mangin

Julianne had originally been a bit of a reluctant genealogist. But after a 30 year career in library science, including 14 years as a librarian and website developer for the Library of Congress in Washington DC, she could couldn’t help but try to find the truther in the piecemeal stories that she was told by her mother.

Julianne has continued to research and write at her Julianne Mangin blog, and I thought it would fun to check back in with her and see what she’s been up to.

Her latest blog series is called Alice’s Story. It follows the path of discovery she followed to uncover the story of a previously unknown aunt.

  1. Alice’s Story Part 1
  2. Alice’s Story Part 2the Exeter School
  3. Alice’s Story Part 3Final Resting Place

The research began where most good genealogical research begins: at the end of Alice’s life and her death certificate.

Institutional Records – But with few records and no first-hand interviews available, Julianne turned to researching the institutions themselves to dig deeper into Alice’s experience.
Resource:
Genealogy Gems Premium Video: Institutional Records (membership required)

State Census Records can help fill in the gaps between the federal census enumerations.  Search for “state census” in the card catalog:

Ancestry State Census

MyHeritage State Census

The free podcast is sponsored by MyHeritage

 MyHeritage

Resource:
State Censuses at the FamilySearch Wiki

“Copies of many state censuses are on microfilm at the Family History Library. The Family History Library’s most complete collections of state censuses are for Illinois, Iowa, Kansas, Massachusetts, Minnesota, Mississippi, New Jersey, New York, Rhode Island, and Wisconsin. However, censuses exist for the following states also: 

ArizonaArkansasCaliforniaColoradoDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIndianaLouisianaMaineMarylandMichiganMissouriNebraskaNevadaNew MexicoNorth CarolinaNorth DakotaOklahomaOregonRhode IslandSouthCarolinaSouthDakotaTennesseeTexasUtah
VirginiaWashington and Wyoming.

State, colonial, and territorial censuses at the Family History Library are listed in the Place Search of the FamilySearch Catalog under “STATE – CENSUS RECORDS”

Old Postcards are a great resource for images.
Resources:
Genealogy Gems Premium Podcast episode 16 and episode 76 feature strategies for finding family history on ebay. (Genealogy Gems Premium Membership required)

 

Become a Genealogy Gems Premium eLearning Member
Gain access to the complete Premium podcast archive of over 150 episodes and more than 50 video webinars, including Lisa Louise Cooke’s newest video The Big Picture in Little Details.
Learn more here

Institutional Annual Reports – Julianne searched for annual reports to the Legislature for more details on the various institutions where Alice resided.
Resources:
Library of Congress Catalog

WorldCat.org
Google Books

Old Newspapers offered a counterbalance to the annual reports.
Resources:
Genealogybank

Newspapers.com
MyHeritage

“The institutions were like characters in the story.”

Also mentioned in this interview:
The Rhode Island Historic Cemetery Commission
Julianne’s Pet Cemetery Stories blog
Rags, War Hero

BAckblaze

You worked really hard on your family history – protect it with the Cloud backup service that Lisa uses: Backblaze.com/Lisa

Download the Show Notes PDF in the Genealogy Gems Podcast app. 

10 Questions to Rate Your Readiness for Genealogy Research Success

Elevenses with Lisa Episode 39 Show Notes

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 How Alice 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!

Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.

Free Genealogy Forms at Ancestry
Here you’ll find several common and helpful genealogy forms including:

  • Ancestral Chart
  • Research Calendar
  • Research Extract
  • Correspondence Record
  • Family Group Sheet
  • Source Summary
  • US, UK And Canadian Census Forms

5. Have you established Your Filing System?

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 Lisa Episode 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)
  • Location

Example: 1920_robert_m_springfield_oh

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
  • extra ink
  • 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 Backblaze for computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:

backblaze server podcast

Image courtesy of Backblaze.

I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html 

Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:

  • What is cloud backup?
  • Why should I use cloud backup?
  • How does cloud backup work?
  • Is cloud backup safe?
  • What should I look for when selecting a cloud backup service?
  • My personal cloud backup choice

10. Have you scheduled ongoing education time?

Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.

Thank you for making Elevenses with Lisa and Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!

On the Genealogy Gems YouTube channel:

  • Click the Subscribe button
  • Click the bell for notifications.
  • Use a free service like Blogtrottr.com to receive email notification reminders. Simply paste the Genealogy Gems channel URL into the first field,
    https://www.youtube.com/GenealogyGems
    enter your email address and select from the drop-down menu how often you would like to receive notifications. Then click the orange “Feed Me” button. When I post a new video or schedule an Elevenses with Lisa episode you’ll receive an email notification.

Recap: 10 Questions to Rate Your Readiness for Genealogy Success

  1. Have you selected a place to start?
  2. Have you developed a project research question?
  3. Do you have a Research Plan for your genealogy project?
  4. Do you have the research forms you need?
  5. Have you established Your Filing System?
  6. Do you have the supplies you need on hand?
  7. Have you settled on a file naming scheme?
  8. Are you prepared to make copies?
  9. Is your computer backed up to the Cloud?
  10. Have you scheduled ongoing education time?

Elevenses with Lisa Archive

Premium Member have exclusive access to all of the archived episodes and downloadable handouts. Visit the Elevenses with Lisa Archive

Get My Free Newsletter 

Get My Free Genealogy Gems Weekly Email Newsletter 
The newsletter is your guide to upcoming shows, articles, videos, podcasts and new Premium content.

Resources

Bonus Download exclusively for Premium Members: Download the show notes handout. 
Become a Genealogy Gems Premium Member today. 

Please leave your comment or question below

Let us know if you found this video and article helpful. I’d also like to hear from you about the topics you would like to learn more about in future episodes. Thanks!

 

What to do with Inherited Genealogy – Episode 74

In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”

what to do with inherited genealogy

You’ll learn:

  • how to get started dealing with genealogy research that’s been given to you
  • organizational strategies
  • incorporating the inherited genealogy into your research
  • what to do with inherited genealogy materials you don’t want to (or can’t) keep

Original air date: Oct. 14, 2021.

Episode 74 Show Notes 

(Get your ad-free cheat sheet download in the Resources section at the bottom of this page.)

I Got Handed the Family Genealogy, Now What?

Inheriting genealogy is a big responsibility and can be a bit overwhelming. Even if you haven’t been fortunate enough to receive much from other researchers in your family, chances are your descendants will be faced with inheriting your research. That’s why this week’s Elevenses with Lisa episode 74 is for everyone!

As exciting as it can be to receive new genealogical information, it presents challenges such as:

  • figuring out if each piece of information is correct,
  • finding a way to process it and blend it into what you already have (or if you’re new to genealogy, what you DON’T have!)
  • finding a place to put it,
  • and making the hard decisions about what you can’t keep.

So in this video I’m going to share with you my top strategies that I’ve used myself more than a few times. So take a deep breath, grab a soothing cup of Chamomile tea, and let’s get started.

I’ve received many emails over the years from folks who have faced the challenge of inheriting genealogy research done by another family member.

Jim R wrote me to say:

“I am going through my family tree and have a question. My aunt spent a lot of time back in about 1985 and had a huge hardback book of printed up of the family tree. But I was told by a few family members that some of the information in it isn’t true. How do I go about doing my own research, and properly compare the info? I need to figure out what is right and what is wrong. This is fun, but frustrating at the same time. Thanks.”

Don’t Take Inherited Genealogy at Face Value

Accuracy (or lack thereof) can a real issue when we receive someone else’s work. We can’t just take it at face value, especially if the researcher did not cite their sources. There’s no way to know if an ancestor on their tree is truly your ancestor until you look at the genealogical source documents for yourself. If they haven’t listed which sources they used, you’ll have to go find them. The good news is that it should be a little easier to find them based on the information provided about the ancestor. Usually when you get a family tree from a relative, it will at a minimum include important dates like birth, marriage and death, and hopefully some of the places where those events occurred.

Jim inherited a large, compiled history book, but you may be fortunate enough to receive an entire lifetime’s worth of research. Well, some folks would feel fortunate, others may not! No matter how much you’ve inherited, the genealogical process remains the same: start with yourself and work backwards. It may be tempting to start focusing on new ancestors you see in the family tree you just acquired, but resist the temptation. We must always prove the relationships connecting us to each generation going back in time so we don’t end up adding someone to the tree who doesn’t belong there.

So let’s stop for a moment and go back to the beginning, when you first inherit your relative’s genealogy research. What do we do first?

Assess what you have inherited.

Jim received one big book. But if you’re like me you may have received boxes of items, many loose and unorganized.

I like to divide it up by families and place each pile into a separate bin, in chronological order as much as possible. I use clear stackable bins because you can see what’s inside. I’ve used these for years and never detected an ounce of damage. Damage is more likely to come from heat,  moisture and mishandling than stored undisturbed in a plain storage bin in a room temperature stable environment such as a closet.

Use 3×5 white index cards to label each bin. Use a medium black sharpie pen to write the family surname in large bold letters, and place the card inside the box at one end facing out. You will be able to see it through the clear bin. You can also simply tape it on the outside of the bin.

You’ll also need one location where all the bins can be stored until you’re ready to work on them. A spare closet or even under a bed can work. The important thing is they are all together undisturbed and easily accessible. Once items are sorted and stored, you can then pull out one bin at a time to work on.

If your inherited genealogy appears to be well organized, such as in scrapbooks, keep it in context. Don’t take it apart and divide it up. There’s something to be learned from the order in which things were added to the book.

divide inherited genealogy into bins

my spare closet with bins of inherited genealogy awaiting processing.

Take inventory and prepare to track your progress.

It’s important to recognize that it isn’t likely that all of the materials and information will be digestible in one sitting. And it helps tremendously when you set up a process that makes it easy to pick up the project and put it down easily while keeping track of where you left off.

You can track your progress in a variety of ways:

  • a project log spreadsheet,
  • Word document
  • Evernote or One Note
  • A spiral notebook

Take a moment up front to put your tracking mechanism in place and be as consistent as possible in using it.

I use Excel spreadsheets for my tracking. I find it very helpful to create a separate tab for each item within the collection (book, scrapbook, computer disk, address book, etc.) This helps provide me with a complete inventory at a glance. On each tab I add columns applicable to the type of item and information it contains.

Get a genealogy software program.

If you’re new to genealogy, or you’ve only had your family tree online, now is the time to get a genealogy software program. It will not only help you stay organized, but it will also give you a mechanism for consistently adding source citations. Your genealogy software database while also serve as the “brain” of all your efforts. The database gives you one place to focus your efforts and systematically add information. Also, it puts all of it in your control on your own computer, not solely in the hands of a genealogy website that could be gone tomorrow.

There are a handful of genealogy software database programs on the market. Family Tree Maker, Legacy and RootsMagic are all good and reliable. MyHeritage offers Family Tree Builder for free

No matter which one you choose, download and install it on your computer. Then make sure that you have an automatic cloud backup service installed and running on that computer. I have used Backblaze for years. You can get a free 15 day trial here which will give you an opportunity to see how easy it is to get up and running. (Disclosure: this is an affiliate link.)

Learn more by watching my video classes on databases and organizing your genealogical materials.

organizing genealogy video classes by Lisa Louise Cooke

Learn more with my Premium Member classes on organizing genealogy.

Start processing the inherited genealogical information.

Whether you are new to genealogy or a longer time researcher, start by entering the information you inherited starting with yourself or your parents and then add family members going back in time generation by generation. As I said previously, I know it can be tempting to jump to older generations to work on, but you must methodically prove each generational connection in order to have an accurate family tree.

In Jim’s case, he inherited a compiled history book from his aunt, so he will want to start by turning to the page that contains himself or his closest ancestor (probably his parents.) On his tracking spreadsheet he could include columns for ancestor’s name, page number and notes, and enter that information as he works on each person’s record. By doing so, he will always know where he left off.

A compiled history is just one source, and in fact, it is not even a primary source. This means that even if sources have been cited in the book, it’s important to locate and review those sources to confirm that you agree that the conclusion is accurate. After all, this is your tree and research now.

Never enter a new ancestor without cited sources. If the book or paperwork names someone, and even provides some specific information about them, your job is to go find the records to prove it. Once you are satisfied you are ready to enter the person and their information into your database, and of course, cite your sources.

A few decades ago, back when I was doing genealogy strictly as a hobby and not professionally, I found an amazing compiled family history on my Wolf family line. It contained thousands of people, was meticulously compiled and full of details, and did not include a single source!

Since the book wasn’t an heirloom or one of a kind, I found it very helpful and simple to make a small pencil tick mark next to each person as I worked on them. I set about painstakingly finding sources for every piece of information that was new or conflicting with what I had. As you can imagine, that’s a very big job. Since time is always at a premium I didn’t research everything, particularly information that was not critical to the identification of the ancestor, or perhaps was about a collateral individual. However, I did not enter anything into my database that was not researched and proven. This means you’ll need a way to keep track of what has not yet been researched. I used a red pencil to place a tick mark next to items yet to be researched about an ancestor. You could also opt to add a column to your spreadsheet to track it and then return to it later.

Did I add everyone listed in the book in my database? Absolutely not! I focused specifically on direct ancestors and included their children. Once I made my way as far back as I could go in the book, I selectively filled in additional people from collateral lines that were of particular interest or closely associated with areas that I wanted to research further. Rest assured there is no right or wrong way to do this. Do what is most important to you in the most accurate and methodical way you can.

Cite your sources every step of the way.

Talk to any experienced genealogist and you’ll probably hear some regrets about not citing their sources when they first began doing genealogy. Source citations are like an insurance policy. It’s not very satisfying to invest in it now when everything is fine, but down the road when trouble arises you’ll be glad you did.

So what kind of trouble are we talking about? No family tree is immune from occasional problems such as:

  • discovering an inconsistency in your family tree
  • uncovering a new source that directly contradicts one of your conclusions
  • being contacted by another researcher who is challenging something you have posted or published about your family tree.

The only way to address these situations is to review the sources you used. And that’s where your source citation comes in mighty handy! They help answer the questions and also prevent timewasting duplication of effort.

If the only source for a particular event is the book, go out and find the original record to verify it is correct, and cite both in your database. 

Learn more about citing your sources by watching my free video Source Citations for Genealogy (episode 60 of Elevenses with Lisa).

How to do Source Citations for Genealogy

Elevenses with Lisa episode 60

What to do when you can’t keep all the genealogy you inherited.

As painful as it is to say, it isn’t always possible to keep all of the genealogical items that come your way. The reality is that shelf and closet space have limits, and our collection can grow unmanageable when added to the research of previous generations.

Start by seeing if you can reduce it. Strive to digitize all items that you want to save that are not originals, heirlooms or not readily available somewhere else.

Need help digitizing? I use Larsen Digital. Click our link and use the discount coupon codes found on the webpage. 

Once digitized and recorded in your database, you can toss them. Recently I went through boxes of photographs I inherited from my paternal grandmother. Many were from the late 1970s and early 1980s when double prints were all the rage. By simply tossing duplicates and low quality photos (such as half of grandma’s hand over the camera lens) I was able to reduce the collection by almost a third!

Donation is also an excellent option. Digitize and take photos of the items and then they can be donated to a library, archive, genealogical society or other organization with an interest in them. Sometimes the shared interest is not as much in the particular families as the locations from which they hailed. One woman told me at a recent seminar that when she asked her local archive about her materials, they were ecstatic. They immediately spotted old buildings in the photos that no longer exist but held an important place in the town’s history. You never know what may be meaningful to others.

The Genealogy Center at the Allen County Public Library in Fort Wayne is an excellent resource for both free digitization and donation. Watch Elevenses with Lisa episode 31 to learn more.

free records at the genealogy center allen county public library

Learn more about donating your genealogy in episode 31.

I recently heard from a Hal Horrocks, a long-time member of the Orange County California Genealogical Society. In 2017 they started a program called Rescue the Research. They strive to preserve the research done by their past members. It’s a great example of making hard-won genealogy research more accessible to others while reducing the burden on closet space.

Donation isn’t for everybody. However, sadly it is sometimes the only option when you don’t have descendants or relatives interested in retaining your research. Don’t despair. Donating your research is bound to elicit a genealogy happy dance from some future genealogist who comes across your research!

You can learn more about protecting, preserving and donating your genealogy research by watching my video class Save Your Research from Destruction (Elevenses with Lisa episode 10, available exclusively as part of Premium Membership.)

Your ancestors and your descendants will thank you.

It’s been famously said that “you can’t take it with you” when you leave this earth.

You can't take inherited genealogy with you

“You can’t take it with you”

By following these strategies and addressing that reality now, there’s one very important thing you will be leaving behind: the legacy of family history. One that avoids burdening the next generation while providing a lasting connection between all of the generations of your family tree.

Resources

Get My Free Genealogy Gems Newsletter – click here.

Bonus Download exclusively for Premium Members: Download the show notes handout. 
Become a Genealogy Gems Premium Member today. 

Genealogy Gems Premium Membership

Click to learn more about Genealogy Gems Premium Membership.

Episode 203

The Genealogy Gems Podcast

with Lisa Louise Cooke

Episode #203

Lisa Louise Cooke, The Genealogy Gems Podcast

This episode features a special interview with renowned Canadian expert Dave Obee. He shares his favorite tips on researching the Canadian census?his insights are fascinating whether you have Canadian ancestors or not!

Also in this episode: an inspiring adoption discovery, DNA testing news at 23andMe, a tip for incorporating family history into a wedding, and a brand-new resource that can finally help you solve one of genealogy’s most perplexing questions.

NEWS: ATLAS OF HISTORICAL COUNTY BOUNDARIES UPDATE

Atlas of Historical County Boundaries

Atlas of Historical County Boundaries Newberry Library

 

Google Earth for Genealogy (and more on Google Earth Pro)

Google Earth Pro for genealogy with Lisa Louise Cooke

LINK: https://lisalouisecooke.com/free-google-earth-for-genealogy-video-class-by-lisa-louise-cooke/

NEWS: 23andME DNA TEST UPDATES

Click here for the full news and Diahan’s comments

MORE recent DNA news:

Family Tree DNA enhancements:Click here for the full story, with comments and step-by-step instructions on updated myOrigins tool

Get help with DNA testing at both these sites with these quick reference guides by Diahan Southard:

Understanding 23andMe

Understanding Family Tree DNA

 

Understanding 23andMe DNA quick reference guide by Diahan Southard

 

Understanding Family Tree DNA quick reference guide by Diahan Southard

 

NEW! GENEALOGY GIANTS GUIDE

by Genealogy Gems Editor Sunny Morton

Click here to watch the presentation that inspired this guide: a popular RootsTech 2017 lecture comparing the four major genealogy records websites: Ancestry.com, FamilySearch.org, Findmypast.com and MyHeritage.com.

Genealogy Giants Comparing the 4 major genealogy records websites

LINK: https://www.shopgenealogygems.com/collections/genealogy-guides/products/genealogy-giants-quick-guide

 

Available in print or digital format

This comprehensive quick reference guide explains:

How knowing about all four websites can improve your family history research

How the sites stack up when it comes to the numbers of historical records, names in trees, DNA profiles, site users, site languages and subscription costs

Unique strengths of each website and cautions for using each

What to keep in mind as you evaluate record content between sites

Geographic record strengths: A unique table has an at-a-glance comparison for 30+ countries

How to see what kinds of records are on each site without subscribing

How family trees are structured differently at these websites?and why it matters

Privacy, collaboration and security options at each site

How DNA testing features differ at the two websites that offer it

What you can do with free guest accounts at each website

Subscription and free access options

 

MAILBOX: LIZ ON FINDING CHUCK’S BIRTH FAMILY

Click here to learn more about Diahan Southard’s genetic genealogy video tutorials?and a special discount price for Genealogy Gems fans.

Your DNA guide

LINK TO: https://www.yourdnaguide.com/genealogy-gems-dna-tutorial

Rootsmagic genealogy software

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. In the works: soon RootsMagic will be fully integrated with Ancestry.com, too: you’ll be able to sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

Back up your genealogy data with Backblaze

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 http://www.backblaze.com/Lisa

MAILBOX: THANKS FOR 1940 CENSUS TIPS

Genealogy Gems Mailbox

Kate Eakman shares tips for understanding the 1940: click here to read them or click here to listen to them on Genealogy Gems Podcast episode 201

MAILBOX: WEDDING TIP

Before a wedding: start an online family tree and invite each family member to add what they know!

Share family history this summer: Reunions, weddings, BBQs, etc

Genealogy Gems Pinterest Page: Incorporating Family History Ideas into Your Wedding

Lisa Louise Cooke on Pinterest Family History

Go to: https://www.pinterest.com/lisalouisecooke/incorporating-family-history-into-your-wedding/

 

Our sponsor for this episode: StoryWorth

Give Mom the gift of StoryWorth this Mother’s Day

Visit www.StoryWorth.com/Lisa to get $20 off

StoryWorth

Visit: www.StoryWorth.com/Lisa

INTERVIEW: DAVE OBEE

Dave Obee Canadian genealogy expert

Canada 150th anniversary

Continuing our celebration of Canada’s 150th birthday!

Dave Obee is an internationally-renowned Canadian journalist, historian and genealogist. Dave is a columnist for Internet Genealogy and Your Genealogy Today (formerly Family Chronicle). Dave has also written about family history for Canada’s History and Your Family Tree in the United Kingdom.

 

Put Dave’s books on your shelf:

Finding Your Canadian Ancestors: A Beginner’s Guide

Counting Canada: A Genealogical Guide to the Canadian Census

Destination Canada: A Genealogical Guide to Immigration Records

Making the News: A Times Columnist Look at 150 Years of History

Canadian census tips from Dave Obee:

The 1901 census is his favorite because it says for the first time where people had come from

He starts his searches on Ancestry.ca but census databases are free to search on Library and Archives Canada website

Marital status may not have been totally accurate. They only captured single or married or windowed. Divorced was not captured.

There are two different types of enumerations: de facto and de jure, and the rules were different.

This means your ancestor could be enumerated in multiple locations

Lisa Louise Cooke Googled the Canadian Census Enumerator Instructions for 1901:

At Library & Archives Canada

Original instructions digitized at Archive.org

 

More on Canada genealogy research:

Claire Banton in Genealogy Gems Podcast episode #199

Blog post on Canadian Censuses 1825-1921

Search Canadian Passenger Lists for Free at Library and Archives Canada

Canadiana: Canadian Digital Archive and Portal to the Past

Google Earth for Canada and Genealogy

Our Sponsors:

Animoto Create family history videos

Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.

MyHeritage

MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.

BONUS CONTENT for Genealogy Gems App Users

Cece Moore and Diahan Southard Genealogy Gems Podcast Bonus Content

If you’re listening through the Genealogy Gems app, your bonus content for this episode is EXTRA special! It’s an exclusive conversation between Your DNA Guide and Cece Moore of DNA Detectives on researching adoption or unknown parentage. Don’t miss it! The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

GENEALOGY GEMS BOOK CLUB

Our featured genealogy book club author this month is Miss Fannie Flagg!

The Whole Town's Talking by Fannie Flagg

The Whole Town’s Talking by Fannie Flagg

Read more tips on discovering the historical context of your ancestor’s lives:

Tell Your Ancestor’s Story: Use Social History for Genealogy

Social History for Genealogy and the Colored Farmer’s Alliance

Genealogy Gems Newsletter Sign Up

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Diahan Southard, Your DNA Guide, Content Contributor

Lacey Cooke, Service Manager

Vienna Thomas, Associate Producer
Check out this new episode!

Pin It on Pinterest

MENU