by Lisa Cooke | Oct 14, 2013 | 01 What's New, Evernote
Evernote is certainly the fastest-growing (and FREE) note-taking technology out there, so it’s no wonder that it is incredibly popular with genealogists. But there’s a lot packed into it and I’ve noticed that many genealogists aren’t taking full advantage. Here’s are two of my favorite tips that I use all the time from my brand new Evernote for Windows for Genealogists cheat sheet:
1) Create a New Note: When you’re working on your computer and you want to make a quick note of something in Evernote, you can get there with lightening speed by pressing these quick keys simultaneously: Ctrl+Alt+n.
2) Instant Note Search: What if you are knee deep in your research and you have a note that you need to quickly reference? Simply press Win+Shift+f from anywhere on your computer and Evernote will instantly open with your cursor in the search box ready to type a keyword and search!
Try these Evernote tips now! And then get LOADs more helpful tips in this 4 page laminated Quick Reference Guide, like:
by Lisa Cooke | Dec 2, 2013 | 01 What's New, Conferences
The program for the 2014 National Genealogical Society Conference has been released! The lineup for the Richmond, Virginia event looks fantastic. Here’s the official summary:
“Conference highlights include a choice of more than 175 lectures, given by many nationally known speakers and subject matter experts about a broad array of topics including records for Virginia and its neighboring states; migration into and out of the region; military records; state and federal records; ethnic groups including African Americans, German, Irish, and Ulster Scots; methodology; analysis and problem solving; and the use of technology including genetics, mobile devices, and apps useful in genealogical research.”
I’ll be at NGS 2014 teaching these classes:
- Google Search Strategies for Common Surnames
- Tech Tools that Catapult the Newspaper Research Process into the 20th Century
- Find Living Relatives Like a Private Eye
Looking for my classes? Open the registration brochure (link below) and hit Ctrl+F, then type my last name and hit enter. Hit the up and down arrows to browse the places where my name appears.
Registration opens on December 1, just after Thanksgiving weekend in the U.S.
Why read over the program now? Because like early holiday shoppers, you’ll get the best selection if you’re ready to go when it opens. A number of special events (see the brochure) have limited seating so you’ll want to register as early as possible to ensure your seat. The 16-page downloadable registration brochure addresses logistics as well as the program.
Read more about it on the NGS website, or jump to these helpful URLS:
Guide for 1st-time NGS attendees
Up-to-date hotel info
by Lisa Cooke | Jan 19, 2015 | 01 What's New, DNA, Social Media
Family history organizations and studies based on individual surnames have been around for years. They are now integrating YDNA research into their efforts. Use surname projects to enhance your paternal DNA research!
Surnames are the flagships of our genealogical research. We name our files after them and we tag our research with them. We wear our last names proudly on pins and necklaces and T-shirts.
But surnames can also be misleading. Illiteracy, language barriers, and just plain carelessness led to misspellings and alterations, not to mention those ancestors who blatantly changed their name to avoid detection.
The advent of YDNA testing has changed the way many genealogists view surnames and their role in their genealogy. Because a man’s YDNA is the same as the YDNA carried by each of the ancestors in his direct paternal line, the YDNA can act like a filter, clearly indicating which men with a particular surname, or variant, truly share a direct paternal line.
So how has YDNA testing affected family organizations that do surname research? I asked Debbie Kennett, a regular contributor to the International Society of Genetic Genealogy Wiki and Facebook page who is also involved with the Guild of One Name Studies. The Guild of One Name Studies was established in 1979 to promote public understanding of one-name studies and preserve the information obtained by those studies.
“Virtually every common surname is now the subject of a DNA project,” says Debbie, including “just over 500 Guild members who are running a DNA project. That number has jumped up considerably just in the last couple of years.”
The quality of those projects varies. Debbie tells us that a quality YDNA project includes three elements: “presenting the DNA data, recruiting people from different countries and also correlating all of the genealogy information.”
Jean Morrison, a member of the Morrison surname project, says that because of DNA testing, “identifying where in Scotland this family originated prior to coming to America ca 1728 has become a realistic goal. The Morrison Q Group has identified through Y line testing at 111 markers, 22 individuals with an MRCA (most recent common ancestor) within eight generations.” In plain English, this means that a definite YDNA pattern has been associated with her Morrison surname and with a common ancestor eight generations back.
Noel and Ron Taylor were two early adopters of YDNA testing for their Taylor family project. Their first samples were submitted to the Sorenson Molecular Genealogy Foundation in 2000. The former president and currently the head of the board of trustees for the Taylor Family Society, Noel says that using DNA “caught the attention of many people in our organization….It renewed great interest in the hearts of many people who had been doing research for many years [who may have] lost interest and were somewhat discouraged.” The Taylors have made significant breakthroughs with their DNA testing. They have connected several Taylor lines back to a common ancestor, verified their paper trails, and even found a line of Hodges that were actually Taylors!
It appears that YDNA is becoming part of the research plan for most family societies. But Debbie tells us that there is still much room for improvement in her organization. “Not all Guild members are running [DNA] projects. We have something like 2,700 Guild members so we are still not at the stage where the majority of Guild members are running projects.”
Besides The Guild, other organizations have been created to assist genealogists with their surname research, including a new organization just launched in November. The Surname Society’s goal is to “to build a collaborative environment where members are encouraged to develop their own approach to the investigation of their surname.”
Kirsty Grey, chairman of the Surname Society, says that DNA testing has taken a front seat role in the research of one of their founders as well as several early members. “DNA is one of the many strands of family history research (and to a greater extent, surname studies) which can connect individuals, often where genealogical research cannot.”
That really is the bottom line. DNA, especially YDNA, can tell you things about the surnames in your pedigree that you can’t learn in any other way. If you haven’t yet, it’s time to jump on the YDNA bandwagon and see what your DNA has to tell you.
I can help you! Check out my series of quick guides (purchase all 4 laminated guides or the digital download bundle for the best deal):
by Lisa Cooke | Nov 8, 2013 | 01 What's New, FamilySearch, Organization, RootsMagic
RootsMagic, the makers of award-winning family history software, now offers free guides for users of PAF (Personal Ancestral File, the free family tree software that is becoming obsolete), FamilySearch Family Tree and their own RootsMagic software.
“RootsMagic for PAF Users: A Quick Start Guide” is a 16-page, full-color booklet that guides PAF users through the transition to RootsMagic. It addresses common questions and is available as a free download here.
In addition, RootsMagic hosts several tutorial videos on its own You Tube channel, RootsMagicTV.com. Dozens of short videos are organized by the most popular and recent videos and by topic: installing and using RootsMagic; using RootsMagic with PAF; and using RootsMagic with FamilySearch’s Family Tree.
If you’re a RootsMagic user (or are thinking about becoming one), check these out.
by Lisa Cooke | Jan 21, 2014 | 01 What's New, Family History Podcast, Interviewing
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.
Originally published 2009
Republished January 21, 2014
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 15: Genealogy Cold Calling II: 14 Tips for Contacting Distant Relatives
Connecting with someone who knows about our ancestors can really boost our research results—and even create new relationships among living kin. But it’s not always easy to send that first email or make that call.
In today’s episode we talk about the skill of “genealogical cold calling.” Relationships are key to genealogical success and by following 14 genealogical cold calling strategies you will find your research relationships multiplying. We’ll chat with my cousin, Carolyn Ender, who has conducted hundreds of telephone interviews. She has a knack for quickly connecting with folks she doesn’t know over the telephone in ways that put them at ease and bring to light the information that she’s looking for.
But first, we do some follow up with an email from a listener about family trees. Then, I share a little story that puts into practice what we’ve learned so far in this podcast series.
14 Steps to Genealogical Cold Calling Success
#1. Identify the person you want to call.
#2. Locate the person’s phone number. Below are some great websites for locating people you don’t know. The list is updated from the one given in the show. And Whowhere.com now has an app for Android, iPhone and other mobile devices. Check it out
Don’t forget to search the entire metro area, not just one city. Try just searching their first name particularly if it’s not a really common first name. Try and track down their number through other relatives or researchers. If all else fails consider posting on a message board for the surname
#3. Prepare ahead for making the call.
Every tough job gets just a little easier when you do your homework first. Follow these tips:
- Take into account a possible difference in time zones.
- Choose a time when you are not too rushed
- Do a brief review of the family you are researching so it’s fresh in your mind
- Make note of specific questions you would like to ask.
- Have your genealogy software program open or your written notes at your fingertips.
#4. Get up the “nerve” to call.
Remind yourself how valuable this person’s information could be to your research. If he or she is quite elderly, remember that none of us will be around here forever so you need to make the call today! Say to yourself: “I can do this. This is important!” And be positive and remember, all they can do is say “no thank you.”
#5. Introduce yourself.
Give your first & last name & tell them the town and state where you live. Then tell them the family connection that you share, and tell them who referred them to you or how you located them before launching into why you’re calling or what you want.
#6. Overcome reluctant relatives.
Be ready to share what you’ve learned, and to share your own memories of a relative that you have in common. Mention something of particular interest in the family tree that might pique their interest.
If they are very hesitant you could offer to mail them some information and offer to call back once they’ve had a chance to look at it. That way they can sort of get their bearings too.
#7. What to do during the call
You’ll want to take notes during the phone call. Try a headset which will help to free up your hands for writing. Handwriting is preferably over typing.
Take the opportunity to not just get new information but also to confirm information that you already have–just to make sure it’s correct.
If you have a way to record the call, you don’t have to take notes and focus all of your attention on the conversation, and then transcribe the recording later. If you want to record, ask permission: in some places, it’s illegal to record a conversation without permission and it’s common courtesy to say you’re taping them. But it might put off a stranger; perhaps taping could wait until a second call.
#8. Leave a detailed voice mail message if there’s no answer.
State your name and that you would like to talk with them about the family history. Leave your phone number and tell them that you will call them back. Consider leaving your email address and suggesting they email you with a convenient time to call back.
Be sure and keep track in your genealogy database each time you call and what messages you leave. Having a log of calls and voice mail messages you’ve left will help you keep track.
#9. “Must-ask” questions.
- “Do you or anyone else in the family have any old family photographs, or a family Bible?
- (Reassure the person that you would only be interested in obtaining copies of any pictures or mementos they might have.)
- “Do you know anyone else in the family who has been doing family research?”
- “May I have your permission to cite you as a source in print in the future?”
- “Is it OK with you if I keep in touch from time to time?”
#10. Wrap up the call.
- Ask for their mailing address and email address.
- Offer to give them your address and phone number.
- Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
#11. Document the call.
Sit down at the computer or your notepad right away and make detailed notes about the phone conversation while it’s fresh in your mind. Include the person’s name, address, phone number and date of conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. At the bottom of the page list the ACTION items that come to mind that you want to follow up on based on the conversation. Enter their contact information into your genealogy database as well as your email contact list.
#12. Enter new information Into your genealogy database.
This is a must. Do it right away while it’s on your mind.
#13. Create an action item list.
Create action items based on what you learned. Ask yourself “What are the logical next steps to take considering what you’ve learned through this interview?” The call is not the end result, it’s a step in the research process, and it can really help to make this list now, and while it’s fresh in your mind.
#14. Follow up.
Send the person a written note or email thanking them for taking the time to talk with you. If the person mentioned that they would look for pictures or would look up something in a family Bible etc., mention in your note that you would still be interested in anything they can help you with and that you would be glad to pay any copying expenses, postage etc. Offer to provide copies of your information or copies of pictures you have etc. You never know: they might catch the genealogy bug and become your new research partner!
Next, put their birthday on your calendar and send them a card on their next birthday. It’s another way of keeping the connection going and expressing that you really do appreciate all their help. Try this service: Birthday Alarm.
Occasionally make a follow up call to check in and see how they are doing, share any new family items she’s come across recently, and ask if they have they heard or found anything else.