Discover the essential search strategies that every genealogist should be using when searching for records at FamilySearch.org, the popular free genealogy website. In Elevenses with Lisa episode 64 Lisa Louise Cooke discusses:
Wild cards you can use when searching FamilySearch
Search strategies to help you get more results
Advanced Search strategies
Episode 64 Show Notes
FamilySearch.org is a free genealogy records and family tree website. You will need to be logged into your free account in order to search for genealogy records.
In this video and show notes I will outline strategies for searching for people by name in genealogy records. You can then apply these techniques to your genealogy research plan. Knowing what you’re specifically looking for will give you a better chance at success.
Elevenses with Lisa episode 64 – Share on Pinterest
Starting Your Search at FamilySearch
In the menu go to Search > Records (then use the form).
Start with a broad search.
Search results ignore the order of first names but will preserve name order if there are two last names.
Click the Exact Match box to start narrowing in on specific names and spellings.
Even if you are confident that you know exact names and places try variations. For example, add or remove a name and turn on and turn off Exact Match.
Strategies for Searching Names FamilySearch:
Add or remove middle names.
Try searching for nicknames.
Try spelling variations. Use the AlternateName You can search up to four alternate names at a time. Try clicking the Exact Match box for each alternate name.
example of Alternate Name search at FamilySearch
Try spelling the name as it would have been spelled in the old country. (Example: Sporan / Sporowski / Sporovsky / Sporowski)
Use wildcards to help with search variations.
Asterisk (*) replaces zero or more characters.
Question mark (?) replaces a single character.
Use cluster research techniques by searching on relationships.
A few words about searching on relationships: Try searching only with your ancestor’s first name and a known relationship such as a spouse, parent or other relative. In addition to specific people, try searching for a surname associated with the family.
Over time the spelling of a last name can change in a family. It’s important, even if you receive initial successful results, to try all variations, including language variations.
In the case of women, records will be under the last name they were using at the time the record was created. Therefore, try searching for them using their maiden name and then their married name (or names if they were married multiple times.)
Try leaving the last name field blank. This can be particularly effective when searching for female ancestors. This strategy works well in conjunction with entering additional information, such as the names of the spouse or parents.
Try just surnames, unique first names, and Other Person
Pro Tip: Use Snagit to easily create a search log
Learn more about Snagit: How to Use Snagit for Genealogy (episode 61) Get Snagit with our affiliate link and get a discount for a limited time. (thanks or supporting our free content!)
Have you been using Snagit? Leave a comment
Here’s an example of a search log I created using Snagit. You can add custom text, symbols, highlighting and much more to create exactly the log that works for you.
Search log created with Snagit
Here’s how to quickly capture and keep a research log of your FamilySearch searches:
Run your search as usual.
Use Snagit to clip the number of results and the terms searched at the top of the results page. (Set Snagit to “Region” to precisely clip that portion of the screen.)
Continue searching and clipping. When done, go back to the Snagit Editor.
Click Control (Win) or Command (Mac) and click to select each clipping you made in order. You can also select all of your clippings by clicking to select the first clipping and then hold down the shift key on your keyboard and click the last clipping.
Right-click on the selected clipping to access the menu. Click Combine in Template.
In the pop-up Combinein Template box, select a template. I like to use Custom Steps for a research log.
Click the Next
Give your combined image a Title. (You can edit this again later.)
Select the font and canvas color as desired.
The NumberImages box will probably be selected. This will place a “step” number in front of each clipping showing the order in which you clipped. You can deselect this box if you don’t want to number your clippings.
Click the Combine
Edit the combined image as desired. You can click to select items to move and resize them. You may need to ensure you’re not in Text mode – click the Arrow at the top of the screen and then you’ll be able to click on items like the numbered steps and move them around. Grab the edges and drag them to crop if needed.
Save your image: File > Save As.
Search Strategy: Events
Try searching on known life events such as:
Birth
Marriage
Residence
Death
Any
Click the type of life event you want to include in your search. Enter the place and year range.
Life Events Search Tips:
Try your search with different events.
Try your search with no events.
Use the Residence option to find records identifying where a person was living. Some records contain an address or last place of residence. Birthplaces, marriage places, and death places are not the same as residence places.
Use the Any Event if you know a date and place for an event other than birth, marriage, death, or residence. For example, a search with an Any event can find dates of military enlistment or immigration.
Search Strategies: Places
In the place field try searching at a more or less specific place level. If you searched for a town, try the county, state, district or country.
Try using wildcards in place-names. (Enter * to replace zero or more characters. Enter ? to replace one character.)
Search Strategies: Years
In the year fields try adding a year before and a year after.
In the year fields, try searching with no years first, and then filter the results to narrow your search by year.
Advanced Search Strategies
Include multiple events in your search when you are looking for a record that likely contains all the events.
Death records – try searching with both birth and death events.
Birth record, include only a birth event, since birth records usually do not contain death information.
To search for a child’s birth records, enter the child’s name, then click Parents. Enter the parents’ names. If needed, try variations such as these:
Both of the parents’ full names.
The father’s full name only.
The mother’s full married name only; then her full married name only.
The father’s full name with the mother’s first name.
The mother’s full maiden name with the father’s first name.
To find all of the children in a family, leave the first and last name fields blank.
Then click Parents and conduct your search using only parents’ names. Try all the variations.
Searching for Marriage Records
To search for a marriage enter the name of one person in the first and last name fields. Click Spouses, and enter the name of the spouse. Try variations: the spouse’s first name and the wife’s maiden name. To limit your search results to marriage records only, click Type, and click the Marriage checkbox.
Search Best Practices
Have a specific search goal.
Start with a broad search. You do not have to enter information in all search fields. You often can get better results when you leave most blank, and then filter down.
FamilySearch doesn’t support Boolean Operators like Google does.
Expect records and indexes to contain errors, spelling variations, and estimations.
Try your search several times with variations.
Even if your ancestors had easy-to-spell names, expect spelling discrepancies. Anderson could be Andersen in some records. Try Anders?n in the Last Names search box.
Always look at the image, if possible. It often has more information than the index alone.
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.
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An update to AncestryDNA’s privacy policy requires us to take to take one more step when managing someone else’s DNA test. Here’s why Your DNA Guide Diahan Southard thinks that’s a good thing.
Like many teenagers, my 14-year old sees every situation only from her own point of view. I call it myopic-itis. This is, of course, how most of us react to every new situation. The difference between those suffering from this condition and the rest of us is that fairly quickly, perhaps once the shock has subsided, we can see things from the point of view of others, and can therefore be more understanding about the whole situation.
AncestryDNA recently caused an attack of myopic-itis when they announced a change to their policy on how DNA tests are registered. Previously, you could register anyone’s test under your own account. Say you were gathering the test for an aged aunt or disinterested cousin. You handle everything from the order to the test registration to managing all correspondence. Your aunt or cousin merely needed to spit in the tube.
However, effective today, July 18, 2017, that has changed. Each person who takes an AncestryDNA test must have their very own account at AncestryDNA.
A natural reaction is to immediately reject this as a terrible idea that will certainly slow–if not halt–your efforts to gather the needed genetic information from your less-than-enthusiastic relatives. Your myopic-itis flares up and threatens to cause you to throw up your hands in frustration and just forget the whole thing.
But don’t! Really, all that is changed is that you have to take one more step when administering DNA tests for your friends or relatives: create AncestryDNA accounts for them. Then, they can assign you as the Manager of their DNA kits. Doing so allows their DNA results to show up in your Ancestry account, just as if you yourself had registered the test under your account. Viola! (Well, if your relative doesn’t have an email account, you may have to create one, so that would be one more step.)
Now, why would Ancestry decide to so inconvenience your life with another step or two? Well, to protect the rights of the cousin and the aunt that you are asking to take the test. It is that simple. Not that you would, but if the results are in your account, you can delete them, you can limit their access to them. In short, you have ultimate control. Causing each test to have its own account tries to put that control back in the hands of the test taker.
One of the criticisms of this announcement is that Ancestry is doing this just to make more people buy subscriptions to Ancestry. I don’t think this is their primary motivation. In fact, a blogger in the UK, Debbie Kennett, suggested that it may be partially in reaction to a new law in the UK that, starting next year, will require this personal access inr order for Ancestry to continue selling tests there.
But even if getting more subscribers was their primary motivation for the change, how is encouraging interest in genealogy a bad thing?! Think of it this way: let’s say you tell your cousins, “I got this. Don’t worry about anything. I will do it all.” Then they will let you, and they won’t take any ownership of the process or the results.
Instead, now you can say, “I have created a login for you at Ancestry so you can view your own results. I will also be able to see them in my account. I would love to go over them with you, if you are interested. But you can go in anytime and look around.” Then wouldn’t it be great if they really did that? Maybe they’d even get so interested that they’d decide to help you research?!
DNA is one of the biggest hooks we have to get our friends and family interested in family history. I think this change is just one more way that we can spread our love of family history with our family–not to mention protect their privacy and their rights.
Ready to test some relatives? Click here for tips on talking about DNA at your next family gathering (like, this summer’s reunion?). Then sign up for the free weekly Genealogy Gems e-newsletter and/or follow us on Facebook to learn about the fantastic DNA sales we’ve been spotting lately.
What do you think about Ancestry’s new privacy policy? Join the conversation and leave a comment below.
