You’ve heard of “burned counties,” a phrase used to describe places where courthouse fires or other disasters have destroyed key genealogy records? In this episode, a listener presents the problem of her burned city?Chicago.
Your DNA Guide Diahan Southard shares some of the latest buzz about DNA health reports you can get with your DNA tests for family history?and some opinions about them
News from the Genealogy Gems Book Club
Get-started Swedish genealogy tips from Legacy Tree Genealogist Paul Woodbury
The Archive Lady Melissa Barker shines the spotlight on archival collections that haven’t even been processed yet (and suggestions for getting to them)
Five years away from the release of the 1950 US census, Lisa has tips on researching your family in the 1940s and preparing for its release
Great news! Your genealogy society or group may reprint articles from Lisa Louise Cooke’s Genealogy Gems blog! Click hereto learn more.
MAILBOX: GENEALOGY GEMS BOOK CLUB
Shannonby Frank Delaney and Irelandby Frank Delaney
(Thank you for supporting the free podcast by using our links to get your copies of these books.)
Book Club Guru Sunny Morton recommends the novels of Frank Delaney, beginning with Shannon (and now she’s reading Ireland). Frank is a master storyteller, and family history themes wind throughout his stories. Tip: he narrates his audiobooks himself. They are well worth listening to! But they’re so beautifully written Sunny is buying them in print, too.
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: 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 https://www.backblaze.com/Lisa.
ARCHIVE LADY: UNPROCESSED RECORDS
As an archivist, working in an archive every day, I get very excited when someone walks through the door with a records donation in hand. Many of our archives would not have the genealogical and historical records they have without the generosity of others that make records donations. Archives receive donations of documents, photographs, ephemera, and artifacts almost on a daily basis.
Many archives have back rooms full of unprocessed and uncatalogued records collections. Sometimes they are even sitting in the original boxes they were donated. These records collections have not been microfilmed, they are not online anywhere but they exist and the genealogist needs to seek them out.
Images courtesy of Melissa Barker and Houston County, TN Archives.
Many times record collections haven’t even been processed yet but the archivist might let you look through a specific collection. Be prepared, sometimes the archivist doesn’t allow patrons to view unprocessed collections. But like I always say “It doesn’t hurt to ask!” The archivist should know what they have in those collections and should be able to help you decide if a particular collection will be of help to you and your genealogy research.
The answer to your genealogical question could be sitting in a box of unprocessed records. I like to always encourage genealogists to put “unprocessed records” on their to-do list. As genealogists, we should leave no stone or box of records, unturned.
DNA WITH DIAHAN: MORE DNA HEALTH REPORTS
Recently, Family Tree DNAoffered its customers a new $49 add-on product: a wellness report that promises to “empower you to make more informed decisions about your nutrition, exercise, and supplementation.” The report comes via a partnership with Vitagene, a nutrigenomics company.
How does it work? When you order the report, Family Tree DNA shares the results of your Family Finder testwith Vitagene and gives you a lifestyle questionnaire. According to the site, “this information, along with your DNA raw data results, will be analyzed using the latest research available in the areas of nutrition, exercise, and genomics. You can expect your results to be available on your dashboard within one week of purchase.”
At this point, the test is only available to those who have taken the Family Tree DNA Family Finder DNA test (we called to check with them specifically about those who transfer their DNA to Family Tree DNA, but the Wellness Report isn’t available to them, either). Those who qualify will see a Wellness Report upgrade option on their Family Tree DNA dashboard:
There are several components to the Family Tree DNA and Vitagene Wellness Report. The site describes them as follows:
Nutrition Report. “Personalized, actionable recommendations designed to help you reach your weight goals. Learn how your DNA affects traits such as obesity risk, emotional eating, weight regain after dieting, and more. Included Reports: Obesity Risk, Alcohol Metabolism, Cholesterol Levels, Triglyceride Levels, Lactose Sensitivity, Gluten Sensitivity, Emotional Eating, Weight Regain After Dieting, Fat Intake, Sodium Intake.”
Exercise Report. “Outlines the optimal physical activities for your body to start seeing better results, faster. Included Reports: Power and Endurance Exercise, Muscle Strength, Muscle Cramps, Exercise Behavior, Blood Pressure Response to Exercise, Weight Response to Exercise.”
Supplementation Report. “Reveals which deficiencies you are more inclined to suffer from and recommends a supplement regimen that will help keep you healthy and feeling 100%. Included Reports: Full Supplementation Regimen, Vitamin D Intake, Vitamin A Intake, Folate Intake, Vitamin B12 Intake, Iron Intake.”
And what about your privacy? According to Family Tree DNA’s Q&A, “Your data is 100% secure and protected by industry standard security practices. We will not share your information without your explicit consent.”
This is just one of many services that are cropping up or will crop up in the future to offer additional interpretations of our DNA test results. (23andMe was the first major company in the genealogy space to offer these. Click here to read about their health reports, and click hereand hereto read about the company’s long road to FDA approval.)
Essentially, each DNA test you do for family history looks at a certain number of your SNPs, or little pieces of DNA (not your entire genome, which is costly and isn’t necessary for genetic genealogy purposes). A nutrigenomic profile compares your SNPs with SNPs known to be associated with various conditions or ailments. (These genetic markers have been identified by researchers, many in academia, and deposited in ClinVar, a large, publicly-accessible database that itself is part of an even larger genetic database, SNPedia.) In this case of Vitagene, they are likely mining ClinVar for specific places in your DNA that pertain to nutrition, and were also evaluated as part of the Family Finder test.
Of course, many factors affect your health, nutrition, exercise capacity, and other wellness indicators, not just your genes. The purpose of reports like these is to give you just one more piece of information to weigh personally or with your health care provider.
When considering whether to purchase a nutrigenomics report such as this, I’d look carefully at what’s promised in the report, as well as the company providing it and the cost. Vitagene does also sell vitamin supplements, so they have a clear motivation to tell you about what supplements to take. And, for your information, Vitagene also offers this $49 health report for AncestryDNA and 23andMe customers.
Of course, if it is health advice you want, for only $5 you can turn to Promethease.com and receive a health report?based on any testing company’s autosomal DNA report?that includes some nutritional factors. (I’ve blogged recently about Promethease and another inexpensive recommendation for DNA health reports.Click here to read it!) Or, I will just tell you right now, for free, without even looking at your DNA: Exercise more and eat more green vegetables and less ice cream. There. I just saved you some money. You’re welcome.
GEM: COUNTDOWN TO THE 1950 CENSUS: 5 TIPS
Get a copy of a census record for yourself or a relative (1950-2010). This costs $65 per person, per census year. In addition to genealogy uses, census records are legally-recognized documents to prove your identity, citizenship or age if you’re applying for a passport and you’ve lost your birth certificate or other situations like that. Order it through the “Age Search Service” offered through the US Census Bureau.
Post-WWII draft registrations: Click hereto order copies of draft registration records for men born 1897-1957. Requires full name of applicant, address at time of registration (tip: get it from a city directory).
The Genealogist’s Google Toolbox by Lisa Louise Cooke (there’s an entire chapter on YouTube) Available at the Genealogy Gems Store.
Follow-up your discoveries with Google and YouTube search questions. Example: You find your grandmother working as a telephone operator in the 1940s in a city directory. What would her job have been like? Search YouTube:
Search millions of new records on Ancestry.com, FamilySearch & Findmypast, three of the Genealogy Giants. Find your family history in Australia, Brazil, Canada, Denmark, England, Germany, Hungary, New Zealand, Panama, Poland, Sweden, the U.S., Wales and in PERSI,...
Lisa shares her experiences Down Under in Australia
Enjoy Lisa’s exclusive RootsTech 2018 interview with Findmypast CEO Tamsin Todd;
Military Minutes contributor Michael Strauss shines a spotlight on women who have served in the U.S. military;
Your DNA Guide Diahan Southard introduces the MyHeritage chromosome browser; and
Genealogy Gems Premium membership gets its biggest boost ever.
NEWS: ROOTSTECH 2018 RECAP
Click here to watch the short RootsTech 2018 official recap video.
NEWS: GENEALOGY GEMS PREMIUM eLEARNING
Update: The Companion Guidebook has been discontinued.
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.
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 https://www.backblaze.com/Lisa.
To learn more about Legacy Tree services and its research team, visit www.legacytree.com. Exclusive Offer for Genealogy Gems readers: Receive $100 off a 20-hour research project using code GGP100. (Offer may expire without notice.)
MILITARY MINUTES: CELEBRATING WOMEN IN U.S. MILITARY HISTORY
Military Minutes with Michael Strauss
Click here to see the full article (and plenty of images!) on the Genealogy Gems website.
INTERVIEW: TAMSIN TODD AND BEN BENNETT, FINDMYPAST.COM
Findmypast.com is the Genealogy Giant best known for its deep, unparalleled historical record content for England, Scotland, Ireland and Wales.
Tamsin Todd is the Chief Executive Officer of Findmypast.com. She “has worked in the travel, retail and technology sectors, and brings with her a track record of leading successful growth businesses. She spent the early part of her career at Amazon and then Microsoft, where she led the introduction of ecommerce and search products into the UK and Europe. This was followed by stints as Head of Ecommerce at Betfair, and Managing Director of TUI-owned Crystal Ski Holidays. She joins Findmypast from Addison Lee, where she was Chief Customer Officer of Europe’s largest car service company. Tamsin lives in London with her family, and is Digital Trustee of the Imperial War Museums.”
Ben Bennett is Executive Vice President, North America and International at Findmypast.com, “focused on helping families stay connected in the United States and other markets across the globe.”
EPISODE SPONSOR: CASPER MATTRESSES
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Exclusive Genealogy Gems offer! Get $50 toward select mattresses by visiting Casper.com/gems and using gems at checkout. (Terms and conditions apply.)
YOUR DNA GUIDE: MYHERITAGE CHROMOSOME BROWSER
Just last year, if you had asked me if I thought anyone could catch AncestryDNA in their race to own the genetic genealogy market, I would have been skeptical. However, it is clear that MyHeritage intends to be a contender, and they are quickly ramping up their efforts to gain market share and your confidence.
MyHeritage began 2018 by making a much-needed change to their DNA matching algorithm, which had some errors in it. They were able to adjust it, and now it is humming right along, telling our second cousins from our fourth. Another development, launched in February, is the addition of a Chromosome Browser.
THE NEW MYHERITAGE DNA CHROMOSOME BROWSER
Much like you would browse the library shelves for the perfect book, or browse through the sale rack for a great bargain, you can use a Chromosome Browser to look through your chromosomes for the pieces of DNA you share with your genetic cousins.
Chromosome Browsers can be everything from a fun way to review your genetic genealogy results, to a tool to assist in determining how you are related to someone else. Let’s go over three tips to help you make use of this new tool.
NAVIGATING TO THE CHROMOSOME BROWSER
There are actually two different kinds of Chromosome Browsers in MyHeritage: one to view only the segments you share with one match (the One-to-One Browser), and a browser where you can see the segments shared with multiple matches (the One-to-Many Browser).
To get to the One-to-One Browser, head over to your match page and find a cousin for whom you would like to see your shared DNA segments. Click on Review DNA Match, then scroll down past all the individual match information, past the Shared Matches and Shared Ethnicities until you see the Chromosome Browser.
USING THE ONE-TO-MANY CHROMOSOME BROWSER
To find the One-to-Many Chromosome Browser, you can use the main DNA navigation menu at the top of the MyHeritage homepage. Click on DNA, then on Chromosome Browser, as shown below.
In the One-to-Many Chromosome Browser you can compare yourself, or any account you manage, to anyone else in your match page. To choose a match to evaluate, just click on their name and they will be added to the queue at the top, as shown here.
Clicking on Compare will then allow you to see the actual segments you share with each person:
In this One-To-Many view, each individual match gets their own line for each chromosome. Since we have added 7 people to the Chromosome Browser, there are seven lines next to each chromosome number. Each match not only gets their own line, but also their own color. So you can easily match up the lines on the chromosome to the match that shares that piece of DNA with you. For the majority of people the majority of the time, these Chromosome Browsers are just another fun way to visualize the connection you have with your DNA match. In the end, it doesn’t matter where you are sharing on the chromosome, just how much DNA you are sharing. You can obtain that information from your main match page and never look at this Chromosome Browser image, and still make fantastic genetic genealogy discoveries.
THE TRIANGULATION TOOL
Another feature of the Chromosome Browser on MyHeritage is the Triangulation tool. To understand how this works, you first need to understand that you actually have two copies of each chromosome. Two copies of chromosome 1, two copies of chromosome 2, etc. One copy is from mom, and the other from dad. However, in the Chromosome Browser image, you see only one line for yourself (in grey). Therefore, when you see someone matching you on chromosome 14, for example, you don’t know if that person is matching you on the chromosome 14 you got from your mom, or the chromosome 14 you got from your dad.
Likewise, if you see two people whose shared piece with you looks to be in the same location on the same chromosome, you can’t tell if they are both sharing on the same copy of that chromosome, or if one match is related to your dad’s family, and the other match is related to your mom’s family. However, this is what the Triangulation tool does for us. It tells us if two (or three or four, etc.) matches are sharing on the same copy of the same chromosome. Be careful when you use this tool, though. Many erroneously assume that when they see a segment shared between multiple people, that indicates the presence of a recent common ancestor for all of those people. However, that is not always the case.
Ready to start exploring what the MyHeritage DNA chromosome browser may tell you about your family history? You have two options. Click here to upload your autosomal DNA test results from another company to MyHeritage for FREE. Or click here to order a MyHeritage DNA test kit. Either way, you can start using all the great tools at MyHeritage DNA!
PROFILE AMERICA: FORD LAUNCHES ASSEMBLY LINE
Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Michael Strauss, Military Minutes Content Contributor
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager
Disclosure: This page 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 this free podcast and blog!
The Genealogy Gems Podcast is the leading genealogy and family history show. Launched in 2007, the show is hosted by genealogy author, keynote presenter, and video producer Lisa Louise Cooke. The podcast features genealogy news, interviews, stories and how-to instruction. It can be found in all major podcasting directories, or download the exclusive Genealogy Gems Podcast app to listen to all the episodes and receive bonus content.
Do you love genealogy, mysteries and puzzle solving? Well in this episode we have not one but two tales of mystery.
The first has a Valentine’s theme centered around a mysterious love letter. Professional genealogist Kathleen Ackerman will be here to share how a love letter that was missing its last page took her on a genealogical journey full of surprises.
Our second story is a mystery full of twists, turns and murder that will ultimately resurrect your faith that what you think is lost, may still be found.
Frank recently wrote in saying that he listened to Genealogy Gems Podcast episode 227 and my conversation with Ran Snir, MyHeritage DNA Product Manager about their genetic genealogy tools The Theory of Family Relativity™ and AutoClusters. This got him thinking about his own test results and a frustration he has had trying to find matches and records in pursuit of this Galician roots.
“Ancestry’s records are almost non-existent, except for some parish records, but this is the region from which Cuba and Argentina were populated, and the ultimate ancestry of Cubans in the US. I have done the AncestryDNA test but my matches are few and far between.
On the other hand, I have worked with a Spanish genealogist and have some records that go back to the 17th century. Is there any program like Ancestry, 23andme, or My Heritage, that can do Galician (Spanish) genealogy well.”
Regarding DNA matches and testing pools:
DNA companies test all types of people and because testers can download their results and upload them to other companies, their pools of people are becoming more similar. Generally, they don’t focus on particular groups. They just report the results based on the pool they currently have.
Conduct a Google Search: Galician (Spanish) genealogy “Galicia”. Click here to see the Google search results.
The Genealogist’s Google Toolbox Third Edition by Lisa Louise Cooke available in the Genealogy Gems Store.
Available in the Genealogy Gems Store.
Lisa’s video classes and handouts on Google search are included in Genealogy Gems Premium Membership. Learn more here.
Click to learn more about Genealogy Gems Premium Membership.
“I am a regular listener to your podcasts. And I am the family historian. I recently received a trove of documents from my Uncle who had been working to chart the family for 25 years. He passed away last year. His most recent quest was to find as many old family pictures as possible and I have continued to reach out to distant relatives. I enjoyed the recent podcast about the New York photographer website and hope it will help me identify people in some of these very old pictures.
(Episode 236 – Interview with David Lowe, Specialist for the Photography Collection at the New York Public Library on a free tool they provide that can help you identify your old photos. Also a discussion of how to find unindexed records at Ancestry.com.)
My question: a friend of mine has inherited all of her family’s old family pictures. The pictures are from the late 1800’s. She doesn’t know who most of the people are. She is not interested in learning and apparently there aren’t any members of the family who have taken the role of family historian. Is there anything to do with these pictures other than to dispose of them? It makes me sad to know that no one is interested. When I learned a branch of my family tree had tossed all of their old family pictures, I felt awful and it has taken me some time to accept that I might not ever find replacements for this branch.”
There are ways to make real progress identifying photos. I’m going to be covering more of this on upcoming episodes. I would start by asking your friend to write down states / counties / towns where she thinks her family lived, as well as her direct ancestors as far as she knows (even if it’s just grandparents or great grandparents.) With some basic genealogical info on the most recent members of the family and some possible locations, you could then post at least some of the photos on Deadfred.com.
This is a site where people search on families and locations and other identifying information to find unidentified photos of their family members. Many, many photos have made their way to family historians through DeadFred.
If you don’t have time to post them on DeadFred, and you do know the county where some of the photos came from, you could offer to donate them to the local genealogical society. They might be willing to take them, and their volunteers might be willing to do it.
I agree with you, it would be such a shame to toss them because you can be sure there is someone out there who would treasure them and may even hold answers.
Kathleen Ackerman graduated from Brigham Young University with a Bachelor of General Studies: Family History degree in April 2012. She now has her own research company, Finding Ties that Bind. She is also working on a Master’s Degree in Genealogy, Paleography and Heraldry from the University of Strathclyde in Scotland.
Kathleen is the director for the Cave Creek Arizona Family History Center. She loves to help others as they learn about their family history. For seven years, she served as the Treasurer and British Institute Director for the International Society for British Genealogy and Family History. Besides her volunteer and school work, she spends most of her free time either working on her husband’s English and Scottish lines or playing with her granddaughter.
“In 2010, my mother found three pages of a letter addressed to “Mamie” among my grandparent’s things. My grandmother has passed away and my grandfather did not remember who Mamie was or why they had the letter. My mom sent me the letter in hopes that I could figure it out.”
Miriam (Mamie) Smith Patelzick 1891-1911 (Photo courtesy of Kathleen Ackerman)
The last page which may have contained the writer’s signature was missing. This is where Kathleen’s search began.
The first three pages of the love letter. (Courtesy of Kathleen Ackerman)
Kathleen turned to census records from the time period, and Google Maps to verify where Medicine Lodge was in comparison to Small, Idaho, the place from which the letter was sent. No such town could be found.
She then turned to old maps to see if the town had once existed. She used maps on the David Rumsey Historical Map Collection website. She found a map of Idaho from 1909, that showed Small, Medicine Lodge river and Reno (all mentioned in letter). They were all in Fremont County, Idaho. Her confidence that she had the right person grew.
1909 Idaho map published by Geo. F. Cram, Chicago (DavidRumsey.com)
The search moved on into vital records. A marriage certificate for Mamie and William Patelzick in Dec 1910 was located.Perhaps they had eloped?
Spoiler Alert: If you haven’t listened to the episode yet. The next image reveals the writer of the letter.
Later, Kathleen’s mother surprisingly found the final page of the letter:
Found! The last page of the love letter. (Courtesy of Kathleen Ackerman)
A surprise indeed, and a mystery solved!
Thank you to Kathleen Ackerman for sharing her story! You can visit her at her website, Finding Ties that Bind.
Announcing the Next Generation of Google for Genealogy
The Genealogist’s Google Toolbox By Lisa Louise Cooke
Discover the answers to your family history mysteries using cutting-edge Google search strategies. A comprehensive resource for all of Google’s free tools, this easy-to-follow book provides the how-to information you need in plain English. You will first gain a strong foundation in how to search quickly and effectively. Then you’ll dig deeper into solving real-life challenges that genealogists regularly face. This book will show you how to flex your new Google muscles by mining each of the free tools to deliver satisfying and enlightening results. You will develop a mastery of Google that will serve you now and for years to come.
This book features:
Step-by-step clear instructions and loads of images that help you easily follow along.
Tips for searching faster and achieving better results to solve the real challenges that genealogists face.
How to go beyond Google search by using the wide range of powerful free tools that Google offers.
Cutting-edge technology like Google Earth to tell your family’s stories in new and exciting ways!
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 HowAlice 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!
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 LisaEpisode 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)
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
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 Backblazefor computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:
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Recap:10 Questions to Rate Your Readiness for Genealogy Success
Have you selected a place to start?
Have you developed a project research question?
Do you have a Research Plan for your genealogy project?