Episode 205

The Genealogy Gems Podcast
Episode #205
with Lisa Louise Cooke

Genealogy Gems Podcast 205

This episode breaks two huge pieces of genealogy news and shares two great conversations:

FamilySearch ends microfilm lending:  how you can get the records you need;

RootsMagic adds Ancestry.com compatibility: sync your Ancestry.com tree to your master RootsMagic file and search Ancestry.com from within the software;

Melissa Barker, the Archive Lady, talks about visiting archives to explore original manuscript record treasures;

Nicole Dyer shares a fun family history activity idea to do with kids?do you have a family gathering coming up that could use this inspiration?

A SURPRISE IN MY MAILBOX!

NEWS

Navigating the end of FamilySearch Microfilm Lending

RootsMagic Adds Ancestry.com Sync and Search

NEW PREMIUM VIDEO!

Lisa Louise Cooke shows you how to use the free Google Earth Pro software to create your own historic map collection customized for your genealogy and family history research. By the end of this class you’ll have a permanent collection of hundreds of gorgeous historic and vintage maps from around the world, organized and ready to use for family history.

Click here to watch a free preview of this full-length video class. Genealogy Gems Premium website members can watch the whole thing: click here to learn more.

The 4th Annual Northwest Genealogy Conference

This episode today is brought to you by the 4rd Annual Northwest Genealogy Conference, hosted by the Stillaguamish Valley Genealogical Society, north of Seattle in Arlington, WA. Centering on the theme, “Where Does Your Story Begin?” it’s four days PACKED full of genealogy.

There will be well-known and respected keynote speakers, including our friend and genetic genealogist Diahan Southard, speaking on DNA; Kenyatta Berry of Genealogy Roadshow fame, speaking on Caribbean research and using slave schedules in research; and Daniel Earl speaking on Putting History in Your Family History.

Starting off with the Free Day Wednesday afternoon, Speaker Peggy Lauritzen will address beginner’s issues in her Genealogy 101 presentation, which is also a good refresher for the more seasoned genealogists.  There will be such great genealogical information for all levels, AND it’ll be lot of fun!

Between classes take a chance to meet a distant cousin with the “Cousin Wall”. Participate in the genealogy-related scavenger hunt, the Wednesday evening meet and greet and the Friday dress-as-your-ancestor day, and much, much more!

Go to www.NwGC.org for details and to register. Check it out now — registrations are limited, so it’s good to get in early. It’s August 16-19, 2017. It’ll be a great show: don’t miss it!

INTERVIEW: MELISSA BARKER, THE ARCHIVE LADY

Melissa Barker is a Certified Archives Records Manager, the Houston http://www.honeytraveler.com/buy-antibiotics/ County, Tennessee Archivist and author of the popular blog A Genealogist in the Archives and bi-weekly advice column The Archive Lady. She has been researching her own family history for the past 27 years.

Preserve your own family archive

Items in danger include original items in attics, basements, etc.

What to preserve first? The most precious and original items you have!

Restoration tips:

  • Clean documents and photos with archival sponges. Lay the item perfectly flat. Gently place a finger or hand to hold it steady. Work with the sponge from the center outward, in small sections.
  • Keep two-dimensional items as flat as possible.
  • Encase fragile items in Mylar sleeves (buy from archival supply companies).

Image courtesy of Melissa Barker and Houston County, TN Archives.

Visiting an archive:

  • Call ahead! Don’t trust the operational hours from the website. Ask about parking ? it’s often very limited. Ask ahead about access to archival items of interest.
  • Archive etiquette: Follow the rules. Be courteous when working with staff.
  • Museums, societies, archives, and libraries may all have collections in back rooms you can’t see?but you can ask for them.
  • Vertical Files – in folders in cabinets
  • Manuscript Collections – underused in genealogy! Ask for finding aid.
  • Loose Records – the working papers of a court case, for example
  • Unprocessed Records – not yet incorporated into the official collection

Tips for using your mobile devices in archives:

  • Ask for procedures for taking photos with your own device. There may be rules against this or a use fee.
  • Capture the source information by photographs: cover page, page number, folder, box number, manuscript collection name, etc.

BONUS CONTENT for Genealogy Gems App Users

Get the app here

If you’re listening through the Genealogy Gems app, your bonus audio content for this episode comes from Melissa Barker, the Archive Lady,  with more about finding and using original manuscript records in your genealogy research. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

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. RootsMagic is now fully integrated with Ancestry.com, too: you can sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

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.

 

INTERVIEW: NICOLE DYER

Nicole has been researching her ancestors and delighting in their stories for the past 15 years. Nicole volunteers at the Tucson Family History Center teaching a family history story time group for young children.

Read Nicole’s blog post here

Lisa suggested the free program Jing for video screen capturing: https://www.techsmith.com/jing.html

(Full disclosure: this podcast blog contains affiliate links. We will be compensated if you make a purchase through our link. Isn’t that an awesome way to help keep the free podcast free?!)

Visit Animoto here and start a free trial

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.

 

GENEALOGY GEMS BOOK CLUB: A FAMILY HISTORY MURDER MYSTERY!

Get the book here.

Journalist Helene Stapinski’s new family history memoir:

Murder in Matera: A True Story of Passion, Family, and Forgiveness in Southern Italy

A story of poverty and power, love, tragic decisions, and a courageous and desperate woman’s leap for a new life across the ocean

Murder in Matera continues to unravel a past Helene explored in her fantastic first family history memoir, Five-Finger Discount: A Crooked Family History.

Find a whole list of fabulous family history-inspired reading at the Genealogy Gems Book Club!

Genealogy Gems Newsletter Sign Up

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Vienna Thomas, Associate Producer

Lacey Cooke, Service “Happiness” Manager

Episode 71 – Genealogy Organization and Work Flow that WORKS!

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.
 
Genealogy Workflow Organization

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.

 Watch Live: Thursday, September 16, 2021 at 11:00 am CT 
(calculate your time zone

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:

  1. 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 Lisa episode 7.
  2. Conclusions added to Master Genealogy Database (Software on your computer)
  3. Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
  4. Archival Paper Storage (your binders.) See episode 6 (Paper Archiving)
  5. 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:

  1. Capture and hold items
  2. search and retrieve more effectively than on my computer thanks to OCR (subscription)
  3. work my genealogy research plan
  4. easily collaborate with another researcher by sharing a single link
  5. 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.

Genealogy data workflow

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 evernote image to hard drive

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).

genealogy database software

“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:

  1. 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!
  2. Evernote (particularly if the source is part of my current research plan.)
  3. 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.)

Resources

Premium Members: download this exclusive ad-free show notes cheat sheet PDF
Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here.

Genealogy Gems Premium Videos including:

  • Organize Your Research with Evernote
  • Making Evernote Effortless
  • Using Evernote to Create a Research Plan
  • Evernote: 10 Projects You Can Do
  • Collaborative Genealogy with Evernote
Evernote for genealogy genealogical sources

Learn more with Lisa’s Premium Video Classes

Elevenses with Lisa Archive

You can find the Elevenses with Lisa Video Archive here or through the menu: Premium > Premium Videos > Elevenses with Lisa.

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Family History Episode 35 – Do Your Genealogy at the Public Library, Part 2

Family History: Genealogy Made Easy Podcast
with Lisa Louise Cooke
Republished June 11, 2014

Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.

https://lisalouisecooke.com/familyhistorypodcast/audio/fh35.mp3

Download the Show Notes for this Episode

Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.

Episode 35: Do Your Genealogy at the Public Library, Part 2

In Episode 34, Patricia Van Skaik, Manager of the History and Genealogy Department of the Public Library of Cincinnati and Hamilton County, talked with me about the unique genealogical resources in public libraries just waiting to be discovered. She gave us some great ideas on how to prepare for your visit to get the most out of your time at the library.

Today, we go deeper into genealogy research at the public library. Pat is back and she talks to us about:

  • How to search an online library card catalog, including advanced search methods;
  • What kinds of unique collections may be at public libraries, and helps us learn to ask for exactly what we want!
  • The obstacles librarians face when it comes to cataloguing large and unique collections that may interest genealogists.

So dust off your library card and grab your book bag and let’s head back to the public library!

Top Library Tips from Pat and Lisa

  • You don’t have to be advanced on computers to use advanced searches. Use these to home in clearly on what you’re looking for!
  • Don’t think of the public library as just as place to go look at their holdings. Talk to librarians about how to use resources (databases, websites) and how to evaluate what you’ve discovered.
  • Some items are buried at the library. Asking for help may lead to accessing just the records you want. Examples include items in pull-out collections, closed stacks (not in the public areas of the library) and maps, which aren’t always listed in the card catalogue.
  • Tell the staff what materials are important to you. Your interest may lead these items to become more accessible, or be indexed or digitized.

Separate your search terms in advanced searches. Don’t just keyword search “marriages San Francisco.” Enter these terms separately in the advanced search. You may bring up items not found while searching these keywords together.

A lot of local history and genealogy materials do not circulate through interlibrary loan. Some items are totally unique and people travel to that library to see it, so they don’t send it out. One option is to ask the librarian to check the index and table of contents, then scan or photocopy the pages of interest to you and send them. There may be a charge for this but it’s better than not being able to get the book at all!

Finally, don’t make assumptions. Particularly, Pat says, don’t assume that

  • A small library doesn’t have much advanced technology;
  • A library resources only cover its immediate locale; and
  • If you can’t see it is not there! Ask about closed stacks.

Links for Public Libraries and Library Resources

WorldCat.org (to search for materials across multiple libraries)

Library Finder websites:

Australia

Canada

 

Genealogy Gems Podcast Episode 254

How to Use Google Photos for Family History

Have you thought about using Google Photos but just weren’t sure how it worked or where to start? This episode will answer your questions and give you the confidence to use it effectively. In this audio introductory tour to Google Photos we will answer the questions:

  • What is Google Photos? Is Google Photos private?
  • What features do I get with Google Photos?
  • How does Google Photos storage work? (Is Google Photos free?)
  • How do I start using Google Photos?
  • How do I upload my photos and videos?
  • How to search and retrieve photos and videos in Google Photos How would Google Photos benefit genealogists, archivists and others?

This audio comes from my YouTube video series Elevenses with Lisa episode 23.

Listen to the Podcast Episode

To Listen click the media player below (AUDIO ONLY):

Watch the Original Video:

 

Genealogy Gems Premium Members Exclusive Download:

Log into your Premium membership and then click here to download the handy PDF show notes that compliment this podcast episode. 

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Genealogy Gems Podcast App

Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here

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MyHeritage

MyHeritage is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Visit www.MyHeritage.com

 

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Podcast Resources

Download the episode mp3
Show Notes: The audio in this episode comes from Elevenses with Lisa Episode 23. Visit the show notes page here.

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