Show Notes: You may not have been around when your ancestors lived, but there were witnesses to the important events in their life. Genealogist Robyn Smith shares her 3 step process from her new Family Tree Magazine article called Witness Testimony.
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Get ready to find out how the witnesses named on your ancestors’ records can help you bust brick walls in your genealogy research!
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Show Notes
(This interview has been minimally edited for clarity) Downloadable ad-free handout with time stamps and links. (Premium Membership required)
Why You Should be Researching Witnesses
Lisa: I learned a lot from your article in family tree magazine. And I wanted to chat with you a little bit about that, because I think researching our ancestors’ witnesses is fascinating, and it’s something that people don’t always think about. We may focus on the names we recognize and not so much on the ones that we don’t. I’d love to have you give your “elevator speech” if you will, as to why people should be taking the time to research witnesses.
Robyn: Most of us in the genealogy community eventually hear about this thing called “cluster research”. We hear this phrase, the FAN club that genealogist Elizabeth Shown Mills describes, where we take a look at the Friends, Associates and Neighbors of our ancestors. I would consider witnesses and bondsman in that FAN club, in that cluster.
Simply put, witnesses can help us find more family. That’s the benefit of researching these individuals and the records in which they find them. We can break through some brick walls. And this type of research can also tell us about the community ties and some of the customs in that time and place. So, witnesses and bondsman are always my secret research strategy.
What is a Bondsman?
Lisa: You mentioned bondsman, and that might be a new term for some folks. We might be used to seeing perhaps an immigration record or a birth record, and we see witness. What is a bondsman?
Robyn: This is one of those terms in genealogy that has a slightly different meaning historically than it does today. By bondsman we just mean someone who pledges a sum of money as a bond for another. Sometimes in these records, we might see that they’re called a Surety. You might see that term used. The difference between that and a witness is that there’s a financial obligation involved. I always try to tell people, it’s similar to cosigning a loan today. Most of us would probably not cosign a loan for people that we didn’t trust or that we didn’t know very well. And so, if you can keep that concept in your mind, that’s the value and the benefit of researching those witnesses and bondsman.
Lisa: Yes, when there’s a financial tie, there’s some kind of relationship there. And I guess if we can research them, that might lead us back to even more records about our own ancestor.
Genealogical Records that Include Witnesses
What kind of records will we find them in? In what type of records are we going to find witnesses and even more specifically, this term bondsman?
Robyn: The big one we think of, of course, is marriage bonds. We hear that phrase a lot. We may see them in marriage records, almost all deeds are going to have some sort of witness involved, and wills. Also, in probate records we will see executors and administrators often have to have bonds. If you’re going to serve as guardian to someone, typically, that person has to have a bond as well. And so those are sort of the big ones.
We can also think of court cases, civil court cases when you’re trying to secure someone’s appearance at a future court meeting. And I actually have seen the courts go after that bondsman if that person doesn’t show up. So, some of these records can get pretty juicy.
And of course, I think a lot of us are probably familiar with pension, military pension records and southern claims.
The only thing that I would caution people to watch out for is sometimes the witness is really just the county clerk, a local lawyer or local justice of the peace. So, it’s in researching that witness or that bondsman that you’ll find out the relationship if there is any, to the person of interest that you’re researching.
Lisa: That’s a really good point.
The Goal of Researching Witnesses in Records
Do you go after witnesses primarily because you’re wondering if they are related? Or is it also about that FAN principle where they may not be related, but researching them might actually lead me to more records about my own ancestor because of their will, depending on what the relationship was? Do both of those play into the way you approach them?
Robyn: I would say both. I’m actually really excited when I see a witness or bondsman because the curiosity serves you very well, in genealogical research, as we know. It’s a good thing to be a nosy genealogist. I want to know, why is that person there? That’s the question that I’m trying to answer. And more than a few times, it has led me to more family that I didn’t know about, particularly if that individual had a different surname.
Now, another gotcha is that sometimes they end up in the records with just their initials. So, we first have got to confirm who that person is before we’re ready to say that they’re related to our person of interest. So, there are some cautions that we may need to be aware of as we’re doing this research. But it’s another stone to overturn as you’re doing your research. And I love it when I see a person listed in a record. I’m excited!
Lisa: Me too! I feel like oh, my gosh, I finally have another avenue that I can pursue, particularly in a brick wall situation.
3 Step Process for Researching Witnesses
In the article, you provide a three-step research process. Will you walk us briefly through that process?
Step 1: Transcribe the Document
Robyn: The first thing that I do when I find a document concerning my ancestor that has a witness or bondsman, is to transcribe the document. I want to make sure that we all are comfortable with the practice of transcribing. Transcription ensures that you are actually reading every single word in that document. It’s going to help you notice all of the details that you might miss if you are just looking at it in its current format.
There are a lot of great free tools available to us for transcribing. There’s GenScriber, or there’s Trint. I would also recommend Family Tree Magazine’s cheat sheet on reading old handwriting. That becomes very handy when you’re doing this transcription.
Step 2: Do the Research
The second step is to then do the research. I always say you want to research in a variety of records. I actually research the person as if they were my ancestor already. That means I’m looking in census records and deed records and court records and everything else trying to establish who this person is. And the things that we learn along the way, are not just that this person is in this time and place, which is very important to us as genealogists, but it also gives us a hint as to how old the person was. It also gives us a hint about their literacy in terms of whether they sign with their mark or whether they sign with a signature. It is in this second step, doing the deep research, that you probably will uncover whether or not the person is related to your family.
Step 3: Research the Law
The third step is to research the laws because as we know, laws governed everything about the sources that we use a genealogy. They’re going to govern who can serve as a witness and a bondsman, how old that person has to be, and also how many were necessary.
We need to be aware that these laws are going to differ from state to state or colony or a locale and also throughout time. I look at the published date laws that I can find in databases like Internet Archive and Hathi Trust and Google Books but you and also visit your local library, law library, or archive. You may have to do some deep digging.
Those are the three steps that I recommend: transcribe the document, research the individuals you find, and make sure that you research the laws.
Lisa: Fantastic advice!
The Power of Transcribing Genealogy Records
I’d love to ask you a little bit more about transcription because I think that is a step that can be tempting to skip. People think, oh, well, I read it, I want to get going! I want to add people to my tree, and they are tempted to not take the time to transcribe. Will you tell us a little bit more about transcription? Why should we take that time? And what are we looking for, instead of just typing the words?
Robyn: Transcription to me is one of the basics of one of the basic genealogical skills I think we need to master in order to be successful, particularly once we start going back further in time and encountering those much more complicated problems. And it’s one of those basics that will remind you, if you don’t do it over and over again, that there’s a reason why it’s recommended in genealogy.
I can’t tell you how many phrases I’ve realized that I don’t fully understand as I’m transcribing. And Step one is to understand what that document is telling you. So, if there’s a phrase that I come across, I might email an archivist, or I might call one of my genealogy friends who’s got a little bit more experience in that particular time and place. Transcribing helps us to do that, and it helps us to understand.
When I transcribe, I also typically turn it into an abstract. I’m also making sure that I do a citation. So, to me, those are the building blocks of successful genealogical research.
I would also include keeping a research log and have a research plan. Those to me are very critical research building blocks to long-term success in genealogy.
I understand the impulse to want to skip transcribing. But I can tell you over and over again that I come across phrases that I thought I knew, but once I’m transcribing it, I really realized that I don’t. There are lots of wonderful webinars and classes that you can take on transcription that can teach you simple rules when you’re transcribing, and they’re easy to learn. They’re not complicated rules. And I think that once you start doing it, you’ll get more comfortable with the process. It will really become second nature.
I hope that I can encourage everyone with our conversation to do more of that transcribing. I did a lot of it earlier, not necessarily knowing or understanding all the rules, and now I’m going back and sort of revisiting those documents. It’s always amazing when things will jump out at you that you didn’t notice before, or it just didn’t resonate.
I always recommend having a genealogy buddy. You can say to them, hey, can you take a look at this and tell me what you see? You can have a fresh set of eyes look at it and ask you a question. I’m a genealogy junkie, so I find all of this really, really exciting to me. I kind of lean into it. We’ve all got other things to do in our lives. I try to do an hour here and there; it might be an hour this weekend. But I’m sort of just always working towards a goal. And that transcription, I tell you, that’s a key first step!
Witness Research Example
Lisa: I don’t mean to put you on the spot, but do you have a witness story or just something that you spotted that you just would love to share with us?
Robyn: I do! My mother’s family, my maternal family is from Tennessee. I was researching my second great-grandfather, Mike Fenricks in Tennessee, where he lived. Almost every source in his life asserts that he was born in Alabama. And so, this is a problem that a lot of genealogists have. I had no idea where in Alabama I’m even though I thoroughly went through all of the sources that were available in that time and place.
I noticed that he served as bondsman to a man named Dee Suggs. And then I noticed that he jointly took a couple of sharecropping deeds with this same man Dee Suggs.
Sharecropping Deed: JM Fenrick and Dee Suggs
I also found him living in Dee Suggs’ house in 1920. So, the wheels start turning! Why is he interacting with this man and Dee Suggs who was also born in Alabama?
The Dee Suggs household in the 1920 U.S. Federal Census
So, when the records ran out, for my ancestor, I started researching Dee Suggs. And where did this witness lead me? Dee Suggs led me back to Lawrence County, Alabama. And in that 1870 census household was a man named Mike. And that man ended up being his brother, it was his half-brother. And the same man is my second great, great grandfather. They had migrated to Tennessee together. They had been formerly enslaved, and I found a Freedmen’s Bureau contract that their mother signed where she calls all of them, her children. The 1870 census doesn’t provide relationships, so I had that critical labor contract that said, Sofrona and her four children. And so, it makes all the sense in the world why he’s associating with him and living with him, and jointly, promising bond for him. It is because they were half-brothers!
Lisa: I knew you’d have a great story!
Robyn: That story is the crux of my cluster genealogy lecture that I do. I go into more details, but following Dee is what led me to that community and his place of origin in northern Alabama. It was very exciting.
Learn more about Robyn Smith
Lisa: And I know you bring many stories to your readers at Reclaiming Kin. Please tell us the URL address and what they will find there at your website.
Robyn: Thank you so much. The URL is www.reclaimingkin.com. I call it a genealogy teaching blog, and what I mean by that is, I might start off with something from my family history, but every single post is meant to teach a skill. And so, every post there talks about a methodology, a strategy or resource. It’s not just about my family history, it’s about helping all genealogists to grow their skills, and also meet the special challenges of researching the enslaved. I’d be really happy if your listeners would come to the blog, take a look, sign up for my mailing list. And I’ll send you a free PDF, all my favorite research tips.
Lisa: Robyn, thank you so much. We’ll all look forward to your article Witness Testimony in the Family Tree Magazine Jan / Feb 2023 issue. And I look forward to hopefully talking to you again soon.
Robyn: Thank you so much for having me on today, Lisa.
Learn more about Transcription
There’s so much more to learn about doing transcriptions! Check out my full-length Premium video class called Transcribing and Analyzing Historical Documents. It’s part of Premium Membership, and it is going to tell you everything you need to know about how to do transcription, the tools that I recommend, and so much more. And along with that video class, you also get the downloadable handout. Becoming a premium member has a lot of perks. Learn more here.
Show Notes: When you find family history information online you MUST make every effort to find the original genealogy record so that your family tree will be accurate! There are 5 reasons to find original records. I’ll explain what they are, and what to look for so that you get the most information possible for your family tree.
If you’re a genealogy beginner, this video will help you avoid a lot of problems. And if you’re an advanced genealogist, now is the time to fix things.
Records come in many forms. Many genealogy websites consider that each name that appears on a document is a “record” when they’re counting records. So, when you hear that 10 million records have been added to a website, it doesn’t necessarily mean that 10 million genealogical documents have been added. It oftentimes means that that’s the number of names that they’ve added.
One document could have a lot of names. In the case of a death certificate, it could have the name of the deceased, the name of the spouse, the name of the informant, and the names of the parents. Each one of those gets counted as a record.
Recently, MyHeritage announced they’ve added 78 million new records to their website. However, many of these records are simply transcriptions, they’re extracting the information from whatever the original source was. That information becomes searchable, and that’s terrific because they are great clues. So, sometimes when you go and look at the records themselves, it turns out that record really is just a transcription. There is no digital record to look at.
Sometimes the website doesn’t even tell you what the original record was. There will be clues, though. You can use those clues and run a search on those words. So, if it talks about a particular location, or type of record, or the name of the record, you could start searching online and find out where are those original records are actually held. Sometimes they are on another genealogy website. But a lot of times, and I’ve seen this more recently, they are publicly available records, oftentimes from governmental agencies. Very recently, we’ve been seeing more recent records that are just selected text. They may be records for people who just passed away a year or two ago.
There are a wide range of places where these types of records can come from. But if that genealogy website got its hands on the record, chances are you could too. And it’s really important to do that.
#2 What’s important to you might not have been prioritized for indexing.
The indexer is a person, or perhaps even an artificial intelligence machine, who has gone through the documents and extracted information and provided it in text form. Sometimes when you search on a genealogy website, all you’re getting is just that typed text, that transcription, of some of the key data from the original document.
I’ll tell you about one example in my family. I was looking at a 2x great grandmother back in Germany. Her name was Louise Leckzyk. She’s listed as Louise Nikolowski in the Ancestry record hint. Technically, that’s true, she was Louise Nikolowski at the time of the birth of her child. But if you pull up the original record, what you discover is she’s not listed as Louise Nikolowski on the record. She’s listed with her maiden name, which was usually the case in those old German church records. So that’s huge. We’ve talked about how challenging it can be to find maiden names here on the Genealogy Gems channel. So, we don’t want to miss any opportunity to get one. But if we had taken this record hint at face value, and just extracted that information, put it in our database, or attached it to our online family tree, and never looked at the original document, we would have completely missed her maiden name. And that maiden name is the key to finding the next generation, her parents.
#3 Not all information on a record is indexed.
It’s very common for large portions of information on a document not to be indexed. Here’s the reason for that: Indexing costs money. When a genealogy company takes a look at a new record collection they have some hard decisions to make. They have to decide which fields of information will be included in the indexing. Oftentimes, there will be several columns, as in a church record or a census record. The 1950 census was an example of this. There’s so much data that the company has to look at that and say, what do we think would be of the most value to our users? They then index those fields. They’ve got to pay to not only have them indexed, but potentially also reviewed human eyes, or AI. That all costs money.
So, there will inevitably be information that gets left off the index. That means that when you search the website you’re going to see the record result, and it can give you the impression that that is the complete record. But very often, it’s not the complete record. Tracking down and taking a look at the original digital scan of the record is the only way to know.
It’s possible that the records have not been digitally scanned. In the case of public government records, that information may have been typed into a database, not extracted from a digital image. There may not be a digital scanned image. It may be very possible that the only original is sitting in a courthouse or church basement somewhere. It’s also possible that the digital images are only available on a subscription website that you don’t subscribe to.
We need to do our best to try to track down the original document and take a look at it to see if there’s anything else that’s of value to us in our research that the indexers or the company just didn’t pick up on or didn’t spend the money to index.
#4 Different websites potentially have different digital scans of the same record.
Websites sometimes collaborate on acquiring and indexing records. In those cases, they might be working with the same digital images. But oftentimes, they create their own digital scans. That means that a record may be darker or lighter, or sharper or blurrier from one website to the next. So while you found the record on one website, another might have a copy that’s much easier to read.
Digital scanning has also come a long way over the years. Many genealogy sites now are looking at some of the earlier scans they did. They’re realizing that some are pretty low quality by today’s standards. They might determine that it’s worth going back and rescanning the record collection. This happened with some of the earliest census records that were digitized many years ago. It makes a lot of sense, because a lot of time has passed, and technology has certainly changed.
So even though you found information many years ago, it might be worth taking a second look if you have any questions about what’s on that document. You may find that that record is actually a newly digitized image on the same website, or you might find that it’s also available somewhere else.
A lot of the partnerships out there are with FamilySearch which is free. So, while you may have a paid subscription to a site like Ancestry or MyHeritage, if there’s anything that you’re questionable on, or you didn’t actually see the original document from one of those paid websites, head to FamilySearch.org. Run a search and see if they happen to have the digitized images. There’s a good chance they might, and it’s worth taking a look.
Sometimes the genealogy website will have tools that allow you to get a better look at the digitized document. Ancestry is a great example of this. On the digitized image page click the tool icon to open the Tools menu. One of my favorite tools is “Invert colors”. Click that button, and it will turn it into a negative image. Sometimes this allows words to pop out in a way that they were not as clearly visible in the normal view.
I downloaded a digital scan from a website several years ago, and it was hard to decipher. I did some searching and was able to find a clearer copy on another website.
#5 You can verify that the words were indexed accurately.
Reviewing a scan of the entire document provides you with a lot of examples of the handwriting of the person who made the entry. If you have any doubt about words or spelling, making comparisons with other entries can be extremely helpful.
When I first looked at a baptismal record of my 2x great grandmother’s son, I thought her surname was Lekcyzk. However, after seeing a different digital scan, I started to question that. Having the original record allows me to review the handwriting of the person who wrote these records. Comparing the handwriting of other entries on the page helped me determine that the swish at the top is the dotting of an eye that just had a bit more flourish. I also reconfirmed that the Z in the name is definitely a Z by comparing it to other Zs on the page.
Bonus Reason: You may have missed the second page.
Some records have more than one page, and it’s easy to miss them. If the indexer took information primarily off of the first page, it may not be obvious when you look at that page, that in fact, it’s a two-page (or more) document. More pages potentially means more valuable information!
It’s also possible that if you downloaded a document years ago when you first started doing genealogy, you might have missed the additional pages. Now that you’re a more experienced researcher, it would be worth going back and looking at particular types of records that are prone to having second pages. Examples of this are:
census records,
passenger list,
passport records,
criminal records,
and probate records.
If you have single page records that fall in one of these categories saved to your computer, you might want to go back and do another search for them and check the images that come before and after that page to see if there are more gems to be found.
I hope I’ve convinced you to always make the effort to obtain and review original records for the information that you find while doing genealogy research online.
I’ll bet there’s even more reasons to do this, so I’m counting on you. Please leave a comment and let me know what you’ve found following these 5 reasons, and any additional reasons that you have.
New genealogy records online recently include thousands of articles and images in PERSI, the Periodical Source Index. Also: new and updated Australian vital and parish records, German civil registers, an enormous Japanese newspaper archive, and a variety of newspaper and other resources for US states: AZ, AR, IA, KS, MD, NJ, PA, & TX.
PERSI Update: Thousands of new genealogy articles and images
Findmypast.com updated the Periodical Source Index (PERSI) this week, adding 14,865 new articles, and uploaded 13,039 new images to seven different publications. PERSI is one of those vastly under-utilized genealogy gems: a master subject index of every known genealogical and historical magazine, journal or newsletter ever published! Click here to explore PERSI.
The seven publications to which they’ve added images are as follows:
Click here to read an article about using PERSI for genealogy research.
More New Genealogy Records Online Around the World
Australia
Parish registers in Sydney. A new Ancestry.com database has been published: Sydney, Australia, Anglican Parish Registers, 1818-2011. “This database contains baptism, burial, confirmation, marriage, and composite registers from the Anglican Church Diocese of Sydney,” says the collection description. Baptismal records may include name, birth date, gender, name and occupation of mother and father, address, and date and parish of baptism. Confirmation records may include name, age, birth date, address, and the date and parish of confirmation. Marriage records may include the names of bride and groom as well as their age at marriage, parents’ names and the date and parish of the event. Burial records may include the name, gender, address, death date, and date and parish of burial.
Victoria BMD indexes. MyHeritage.com now hosts the following vital records indexes for Victoria, Australia: births (1837-1920), marriages (1837-1942), and deaths (1836-1985). These new databases supplement MyHeritage’s other Victoria collections, including annual and police gazettes. (Note: comparable collections of Victoria vital records are also available to search for free at the Victoria state government website.)
Germany
Just over 858,000 records appear in Ancestry.com’s new database, Halle (Saale), Germany, Deaths, 1874-1957. “This collection contains death records from Halle (Saale) covering the years 1874 up to and including 1957,” states the collection description. “Halle, also known as “Halle on the Saale,” was already a major city by 1890. These records come from the local registry offices, which began keeping vital records in the former Prussian provinces in October 1874. “The collected records are arranged chronologically and usually in bound yearbook form, which are collectively referred to as ‘civil registers.’ For most of the communities included in the collection, corresponding alphabetical directories of names were also created. While churches continued to keep traditional records, the State also mandated that the personal or marital status of the entire population be recorded. (Note: These records are in German. For best results, you should search using German words and location spellings.)”
Japan
A large Japanese newspaper archive has been made available online, as reported by The Japan News. The report states: “The Yomiuri Shimbun has launched a new online archive called Yomiuri Kiji-Kensaku (Yomiuri article search), enabling people to access more than 13 million articles dating back to the newspaper’s first issue in 1874. The archive also includes articles from The Japan News (previously The Daily Yomiuri) dating back to 1989. This content will be useful for people seeking English-language information on Japan…Using the service requires registration. There is a minimum monthly charge of ¥300 plus tax, with any other charges based on how much content is accessed.” Tip: read the use instructions at the article above, before clicking through in the link given in that article.
New Genealogy Records Online for the United States: By State
Arizona. Newspapers.com has added the Arizona Daily Star, with issues from 1879 to 2017. The Arizona Daily Star is a daily morning paper that began publishing in Tucson on January 12, 1879, more than 30 years before Arizona became a state. The Daily Star’s first editor was L.C. Hughes, who would later go on to become governor of the Arizona Territory.
Arkansas. The University of Arkansas Libraries has digitized over 34,000 pages of content for its latest digital collection, the Arkansas Extension Circulars. A recent news article reports that: “The Arkansas Agricultural Extension Service began publishing the Arkansas Extension Circulars in the 1880s. These popular publications covered myriad agriculture-related topics: sewing, gardening and caring for livestock among them. Now, users worldwide can access these guides online.” These practical use articles give insight into the lives of rural and farming families in Arkansas, and feature local clubs and community efforts.
Iowa. The Cedar Rapids Public Library has partnered with The Gazette to make millions of pages of the newspaper available online. The Gazette dates back to 1883, and the new database is keyword searchable. A recent article reports that 2 million pages are currently available online in this searchable archive, with plans to digitize another 1 million pages over the next 18 months.
Kansas. From a recent article: “Complete issues of Fort Hays State University’s Reveille yearbooks – from the first in 1914 to the last in 2003 – are now online, freely available to the public in clean, crisp, fast-loading and searchable digital versions in Forsyth Library’s FHSU Scholars Repository.” Click here to go directly to the yearbook archive and start exploring.
Maryland. New at Ancestry.com: Maryland, Catholic Families, 1753-1851 (a small collection of 13.5k records, but an important point of origin for many US families). “Judging from the 12,000-name index at the back of the volume, for sheer coverage this must be the starting point for Western Maryland Catholic genealogy,” states the description for this collection of birth, baptismal, marriage, and death records for the parishes of St. Ignatius in Mt. Savage, and St. Mary’s in Cumberland, Maryland. Find a brief history of Catholicism in western Maryland with lists of priests and a summary of congregational growth. Then find lists of marriages, baptisms, deaths, and burials, and even lists of those “who appeared at Easter Confession, confirmation, communion, or who pledged financial support for the parish priest.”
New Jersey. Findmypast.com subscribers may now access small but historically and genealogically important collections of baptismal records (1746-1795) and additional church records (1747-1794) for Hannover, Morris County, New Jersey. States the first collection description, “Despite being small in population, the township is rich in history. It was the first settlement established in northwest New Jersey, dating back to 1685, and is situated by the Whippany River.” The second group of records “pertains to an active time in Hanover, with the resurgence of religious revivals kicking off around 1740. The most populous denominations in the latter half of the 1700s were Presbyterian, Society of Friends (Quaker), Dutch Reformed, Baptist, and Episcopal.”
Pennsylvania. The Carlisle Indian Industrial School, located in Carlisle, PA, was a federally-funded boarding school for Native American children from 1879 through 1918. The Carlisle Indian School Digital Resource Center is a project that is building an online searchable database of resources to preserve the history of the school and the students who attended there.
They recently announced a new resource titled Cemetery Information. According to the site, this collection provides “easy access to a wide range of primary source documents about the cemetery and the Carlisle Indian School students interred there.” Available materials include an individual page for every person interred there with their basic information, downloadable primary source materials about their death, an interactive aerial map of the cemetery, and more.
Texas. The Texas State Library and Archives Commission has digitized a series of collections featuring archival holdings from the First World War through the Texas Digital Archive. These collections are:
The Frank S. Tillman Collection: “The bulk of the collection focuses on the Thirty-Sixth Division and also features items from the Ninetieth Division, the Adjutant General of Texas, and other Texas soldiers.”
General John A. Hulen Papers:”Highlights include correspondence, photographs, and scrapbooks, dating 1887-1960.”
36th Division Association Papers: “The papers include correspondence, reports, military records, and scrapbooks, dating 1857-1954. Records relate to Texans’ experience during World War I, railroads in Texas, and the San Jacinto Monument.”
What genealogy websites are you using? Which additional ones should you also be using?
Learn more about the giant genealogy websites mentioned in this post–and how they stack up to the other big sites–in our unique, must-have quick reference guide, Genealogy Giants, Comparing the 4 Major Websites, by Genealogy Gems editor Sunny Morton. You’ll learn how knowing the relative strengths and weaknesses of Ancestry.com, FamilySearch.org, Findmypast.com and MyHeritage.com can help your research. There’s more than one site out there–and you should be using as many of them as possible. The guide does share information about how to access library editions of these websites for free. This inexpensive guide is worth every penny–and may very well help you save money.
Disclosure: This post 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!
Doing genealogy research generates a wide variety of research notes: typed and handwritten, audio, photos, video, and screenshots of information on websites. If you want one tool to pull together your current research projects, Evernote might just be the answer. In this video and article you’ll learn the role that Evernote can play, what it is and how to set it up, and your options for using for free or as a subscriber.
Evernote for Genealogy Video Tutorial
In this video and article Lisa Louise Cooke will discuss:
What Evernote is and the role Evernote can play in your genealogy research
Use it for free or upgrade to get all the bells and whistles like OCR and use on all your devices. (We will be compensated if you use our affiliate link. Thank you for supporting this free show.)
Show Notes
In my recent videos on how to avoid research rabbit holes that keep you from your genealogy goals, I mentioned that I use Evernote to capture BSOs or bright shiny objects that are interesting but not what I’m working on at the moment. So in this video I’m going to explain what Evernote is, and how to get started using it.
Evernote puts all your notes in one place and offers an incredibly fast and easy way to retrieve them.
Evernote is a:
website
software program for your computer (Win & Mac) that you download for free from their website
mobile app (iOS & Android): search for Evernote in your device’s app store
a web clipper for your computer’s web browser
Benefits
Genealogy can get a big messy. Information can be gathered from countless sources and in a variety of forms. You could funnel things through a cloud service like Dropbox. However, because Evernote is a note taking app, it offers unique and super helpful features:
Create all types of notes
From all of your devices. Thanks to Cloud synchronization you can take a note on any device and always have access to the most current version. (Free mobile app)
Web clipping – It allows you to clip items from the Internet (rather than saving entire bulky web pages),
OCR technology makes notes (such as newspaper articles) keyword searchable (subscription)
Data like URLs and the date you created the note is automatically included
No total storage limit, just monthly upload
You can use it for free, and upgrade for all the bells and whistles.
Install the software on your desktop computer (Windows & Mac)
Download the web clipper to your browser (app store or Google it)
Download the free Evernote app to your mobile devices from the iTunes App Store or Google Play
Features & Costs
(Subject to change. Visit evernote.com/compare-plans)
Evernote pricing plans comparison Sept. 2021 – See the website for the most current offer.
Software Home Layout
Evernote’s Home view gives you a summary of what you’ve got going on in Evernote. If Home is new to you and you don’t see it, simply head to the left Navigation menu and click Home.
Home gives you a place to sort of summarize what you’ve got going on in Evernote. It also allows you to add more personalization.
A fun way to personalize Evernote is by adding a background image. Click Customize in the upper right corner, and then click the Change Background button. Here you can add a preset image or add your own.
By default, Home comes with widgets such as:
Notes (highlighting your most recent notes, and Suggested notes based on your activity)
A Scratch Pad
Recently Captured items by type (web clips, images, documents, audio and emails)
While you’re in Customize mode, you’ll see additional available widgets like:
Calendar (allowing you to sync your Google calendar with Evernote)
Filtered Notes
Notebooks
Pinned Notes
An additional Scratch Pad
Shortcuts
Tags
Tasks
We’ll explore some of these further in a moment. But first, let’s create our first note!
All Notes View – SnippetView:
Left column = your files and organization
Center column = search for notes
Right column = the note you are currently working on
Change the layout by clicking the View Options icon (in SnippetView it appears at the top of the search column). This will give you a variety of layout options.
Change what appears or is hidden from view, and whether the view is dark or light by clicking View in the menu.
Notetaking 101
Create a note by clicking the New Note(+) button at the top of the screen.
Creating a new note is as simple as starting to type. Evernote saves your work instantly and without any extra effort on your part. Notes are saved in “the Cloud” on Evernote’s servers. This means all of your notes are automatically backed up. In addition, all of your notes will sync across all of your various computing devices. And Evernote facilitates sharing notes with others for research collaboration.
Click the Info icon at the top of the note to see the meta-data for that note. You can add and edit this information.
Types of Notes:
Typed
Sketched
Photos
Attachments
Video
Audio
Note Info has changed and can now be found by pressing Control + Shift + I on your keyboard, or clicking the More Actions (3 dots icon) in the upper right corner of the note and selecting Note Info.
Tagging is the Key to Organization
Add a tag based on important keywords associated with the note.
Examples of tags for genealogy:
Surnames (Cooke, Moore)
Record types (birth, census, land)
Locations (Indiana, Germany)
Time frames (1900-1909, 1910-1919)
Tasks (pending, add to database, follow up, etc.)
To tag a note, click Add Tag at the top of the note and select a tag from your list or add a new tag. Tags will appear in the left column. Click any tag in the left column to retrieve all notes with that tag.
Evernote Tasks
In June of 2021 Evernote added a Tasks feature. It operates just a little differently than how I’ve been using tasks. Evernote tasks are:
To Do Items
Note Specific (versus a tag which can retrieve all notes with that task)
Often Deadline Driven
Assignable to Others
Searchable
Where is the Trash?
You will find Evernote’s Trash bin at the bottom of the Navigation bar on the left.
Notebooks
Notebooks take organization a step further. I create notebooks sparingly. I use them to divide Evernote up into workspaces: Genealogy, Personal, Business, etc. I also use them for long-term and collaborative research projects that I may want to share with others. You can drag and drop notebooks on top of each other to create Stacks, although Evernote only allows one level of stacking.
How to create a new notebook:
In the menu select: File > New Notebook
Name the new notebook in the pop-up window
Select notebook type – usually you would set it up to synchronize, but you do have the option to have the notebook reside only on the computer it was created by selecting Local
The Cloud and Synchronization
Notes are saved on your computer and in the Cloud on Evernote’s servers. This means all of your notes are automatically backed up, and also accessible from your account on their website. Your notes will sync across all of your computing devices that have Evernote installed. There’s no need to manually sync with the new version. It happens automatically whenever you’re connected to the internet.
Web Clipping
As you visit webpages, you can clip just the portion of the page that you want to remember and keep rather than printing the page or bookmarking it. You can type the source citation directly into the note. Clippings appear as images in the note.
How to clip a screenshot using the computer software:
Right-click on the Evernote icon in your computer task bar.
Select Clip Screenshot.
Use the cross-hairs to draw a box around the desired content.
Release you mouse and you will see a quick flash on the screen indicating the content has been saved as a note in Evernote.
In Evernote click on the note to type additional information if desired.
How to download the free Evernote web clipper for your web browser:
Go to: evernote.com/webclipper
The download page will detect the browser that you are using and offer the correct web clipper. Click the download button.
The Evernote web clipper will install in your web browser (look in the upper right corner of your browser for the elephant icon.)
Sign into your Evernote account in the clipper.
Using the Browser Web Clipper:
When you visit a web page and find something that you want to clip, click the Evernote Web Clipper (elephant) icon in your web browser. The browser web clipper can save:
a full page (even the parts out of view)
an article
a simplified article (removing unwanted graphics and text not pertaining to the article)
a screenshot (where you precision clip with cross hairs)
a bookmark
As you clip you can select which notebook to file the note in and add any desired tags. It will also include the URL in the note header.
Search and Retrieval
Type a keyword into the search box and Evernote will locate and display notes that contain the keyword in the center column. This includes typed text from a website clipping or image, as in the example above. With a subscription, OCR technology makes it possible for you to search for words in Evernote to retrieve notes that include those words, both on the clipped image and in printed handwritten text.
VIDEO & SHOW NOTES: In this video, my guest presenter Gena Philibert-Ortega covers 4 of the biggest genealogy websites that are must-have for family history research. This is a great chance for you to discover some new online tools as well as refresh your memory about terrific sites that may have fallen off your radar. This video is part of a 5 part series totaling 25 essential websites for genealogy.
Websites 1 through 4 of Gena’s 25 Websites for Genealogy
I’m Gina Philibert Ortega, and welcome to 25 Websites for Genealogy, What I’d like to do is talk to you about websites that are must-haves for your genealogical research.
Some of these websites will be new to you, and others are going to be very familiar to you. In talking about the familiar websites, I want to get you thinking about them differently, explain a little bit more about what you can do at these websites, and how to get the most out of them.
In this series of 25 Websites for Genealogy, we’re going to be looking at websites in different categories. Our first category is the big genealogy websites (#1 through 4). So let’s go ahead and get started!
The number one website for me is always Family Search. Why is it number one? Well, first of all, Family Search is free. And it’s always nice to find free stuff, right? We want to exhaust what’s free, and what’s available, before we spend money or travel or do anything like that. So for me, the first place you should always go is Family Search.
as of the time of this video, Ancestry had 33,000 databases that can help you in your genealogy research! Remember to move beyond the search engine and dig into that Card Catalogue to find all the available gems.
Learn more about using Ancestry effectively with our videos:
Even though Findmypast is based in England and is heavily focused on British research, you don’t have to have British ancestors to find it useful. It has records from the United States and other countries as well. If you haven’t been using Findmypast, I suggest you go on the website and sign up for a free account. This will allow you to see what they have. You can also go to a FamilySearch center near you and possibly use it for free as many of these genealogy websites have library editions.
You may remember that find Findmypast has PERSI, the periodical source index. Although no longer have PERSI, you can find it at the Allen County Public Library’s Genealogy Center website. Check out our videos below to learn more about using PERSI at the Genealogy Center, and a terrific photo collection at Findmypast.
Learn more about using Findmypast effectively with our videos:
Like Ancestry and Findmypast, MyHeritage also provides a platform for building your family tree, and has a card catalog called the Collection Catalog featuring over 7000 collections. You can even order a DNA test or upload results from other companies. Use the filters to filter collection, and then by location.
Learn more with our video about 10 of the best features at MyHeritage:
