Join me for Elevenses with Lisa, the new online video series where we take a break, visit and learn. Click to watch below, and scroll down for all the details from Episode 4.
(Mobile organization training begins at the 28:28 mark)
Bill in Athens, TX is looking forward to having his wife bake a batch of the Sour Cream Drop Cookies recipe that I shared in episode 2 of Elevenses with Lisa. (Click here to get the recipe and hear the story of genealogical serendipity that led to its discovery.)
Recipes from long ago often don’t include all the details we’ve come to expect in today’s recipes. Here are Bill’s questions and my answers:
Q: What oven temperature have you found works best?
A: 375 degrees.
Q: About how many cookies does this recipe make?
A: Using a teaspoon to drop the rounded cookies on the sheet yielded about 2 dozen. I froze half the batch, and they defrosted nicely.
Consensus on the Show’s Name
Many, many viewers chimed in on whether or not to keep or change the name Elevenses with Lisa. The overwhelming consensus was to keep the name. And now I can tell you, that’s what I wanted to do. Thank you to everyone who sent messages!
Caryl was one of many who encouraged me to keep the name.
Part 3 of How Alice the Genealogist Avoids Falling Down the Rabbit Hole
Here’s a quick recap of what we covered in Episode 3:
1. Use a Cloud-Notetaking Service
Get a free Cloud note-taking tool and use it consistently. (Examples include Evernote, OneNote, and Google Keep.)
Use the website, software, and/or app to capture unexpected finds while researching. Both Evernote and OneNote work on all platforms.
Your notes in your account will synchronize between your devices (depending on the program and plan you choose.) You can add to your notes or work with them anytime, anywhere.
2. Schedule BSO Time
I use Google Calendar to stay organized and schedule my BSO time. Create a BSO calendar, and then schedule BSO time on your calendar. These will help you remember to follow up. Knowing you have set aside time in the future to explore the BSO helps you mentally let them go and stay on track with your research plan.
This week we covered:
3. Mobile BSO Organization
Success comes from pairing your research plan and process with a great supportive research environment. We have a variety of “environments” we work within such as:
On paper at our desk
On our mobile devices
On our computer
Does your mobile computing environment feel like this? Keep reading for organization ideas.
Let’s look at how we can set up a workflow for BSOs while mobile computing.
My two favorite methods for capturing BSOs on a smartphone or tablet are 1) Cloud Notetaking, and 2) Home Screen “Bookmark Apps”.
Option 1: Cloud Notetaking
I’ll be using Evernote on an iPhone as an example. (You may see slight variations in the instructions depending on the service you use and your device.)
Evernote is a great choice if you want to easily sync and use your notes on all devices including your desktop computer and / or laptop computer.
Before you begin, you’ll need a free Evernote account at evernote.com. You’ll also need to download the free Evernote app from your device’s app store, and log into your account.
When you come across a BSO while researching online in a web browser (such as the Chrome or Safari app), here’s how to capture it:
Tap the Share icon on the web page.
Select Evernote from the menu. If you don’t see it tap More for the complete menu of available apps.
Tap More to find the Evernote app
If you still don’t see it, make sure you have downloaded the app.
The app will open and should open a new note. Edit the note as desired.
Edit the BSO note
Tag the note with the “BSO” tag, as well as any other tags you find helpful.
Tag with the BSO tag
Tap Save.
The note is now saved to Evernote. If you are on WiFi, Evernote will synchronize so that the note will be available from any device signed into your Evernote account.
The BSO tagged note
Option 2: Home Screen “Bookmark Apps”
Keep in mind that these aren’t the same as “Bookmarks” found in your web browser apps. I call them “Bookmark Apps” because they do save a particular web page, and they look just like apps. In the menu this feature is called “add to home screen.”
Bookmark Apps are best for when you plan to do your BSO follow up on the same mobile device.
How to capture a BSO as a Bookmark App:
In your browser app, when you come across a BSO web page, tap the share icon.
Tap Add to Home Screen.
Tap Add to Home Screen
Edit the title so it will be easy to remember why you wanted to follow up on it.
Tap Add (iOS – this may be different on Android, or different browsers)
The web page “bookmark app” is now on your home screen.
Once you have created at least two BSO bookmark apps, you can then create a folder.
How to create a folder:
Move the bookmark app by pressing and holding it until it shakes.
Keep your finger on it and drag it onto the other BSO bookmark. This will create a folder.
Name the folder “BSO”.
Press the home button to save.
Bookmark apps in the BSO folder
Now whenever you have some spare time you can tap the BSO folder and get back to one of those items that previously caught your eye.
Evernote Quick Reference Guide, by Lisa Louise Cooke. Available at Genealogy Gems Store.
Watch the Next Episode
In Episode 5 of Elevenses with Lisa we cover the final part of How Alice the Genealogist Avoids Falling Down the Rabbit Hole. This section will cover tips for staying organized while researching on your computer.
Comments & Questions
Please leave your comments and questions below. Thanks for joining me for Elevenses with Lisa!
VIDEO & SHOW NOTES: Video #4 of our 25 Websites for Genealogy Playlist. In this video, my guest presenter Gena Philibert-Ortega covers digital collection websites that are must-haves for family history research. You’ll find plenty of genealogy gems waiting for free at websites #18 through 22.
Websites 18 through 22 of our 25 Websites for Genealogy
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 third category is Digital Collection websites (#18 through 22).
At the DPLA you can search for public domain research materials that will benefit your genealogy research. It offers a searchable access to millions of items including photographs, manuscripts, books, sounds, moving images, and more from libraries, archives, and museums around the United States.
According to Lisa Louise Cooke, Google Books is the tool you should use every day for genealogy. It puts 25 million digitized and searchable free books at your fingertips.
Learn much more about how to get the most out of Google Books with these videos by Lisa Louise Cooke:
If you’re looking for new information about your family history, an important website to add to your research list is the Internet Archive. It’s a free website that attempts to archive the web, and that includes a vast array of genealogy materials!
Founded in 2008, the non-profit HathiTrust provides access to 18+ million digitized items in the HathiTrust Digital Library. Reading access varies depending on the item and whether you belong to a participating organization, but it’s definitely worth a look.
Show Notes: Learn how to trace your ancestors back to Virginia just prior to the Revolutionary War. Professional genealogist Jeri Satterwhite-Dearing specializes in early Virginia research in her work as a professional genealogist with Legacy Tree Genealogists. She explains some of the biggest challenges you’ll face when researching early Virginian ancestors, the records you should be looking for, and some of the best resources.
Lisa: A while back, we did a video on Finding early American Ancestors in New England and we got tons of comments on it. We also received a lot of requests to dig into early American genealogical research. In this video and article, we are going to do just that for Virginia.
Guest: Jeri Satterwhite-Deering, professional genealogist at Legacy Tree Genealogists.
What are some of the unique challenges that face people who are trying to research ancestors in Virginia?
Jeri: I think the main thing is that the further back you go, the different record types that you would expect to find and use. You won’t have census records before 1790, and you won’t necessarily have marriage records, or death certificates, because that didn’t come till much later. But those records are there, and then you just have to really know where to dig and what to look for.
I rely more on land records, tax records, court records, and those types of record. As I said, census records go back to 1790, maybe 1783, when they have county type census. Then at that point you need to rely on tax records more and look for your ancestors in land records. Land records are full of all kinds of genealogical clues about your family as you as you dig in deep.
Lisa: And it can be a bit of a challenge for folks who might be researching Virginia for the first time. We hear about things, like you mentioned the land records and tax records, and that could be very new territory for us. It can be a little intimidating to jump into a record collection you haven’t worked before.
Jeri: Right, especially because then you’re relying on original documents, which means reading the handwriting of the time. That takes practice. It’s like when you first learn to write cursive in school. It’s not that hard, it just takes a little bit of time. It’s kind of fun, because they write different, and their terminology is different. But that’s where your dictionary comes in. Practice makes perfect. The more you do, the easier it gets.
Most of those records are going to be at county level. If you have a burned county, then you may have to rely on state records. The Virginia state library may have more than what is left in a burned county. There are all kinds of records there. It’s just a matter of knowing where to go.
Learn More About the County in Virginia
My first recommendation would be to learn more about the county you’re going to be dealing with. First go to the FamilySearch Wiki for the county. Read what they have to say about which records are available for that particular county and start there. Make a research plan. Make notes and determine exactly what to look for.
I know that you’ve done a couple of past episodes, especially I think it was episode 64, where you talked about how to do research using FamilySearch. I think those are things you need to learn a little bit before you jump right in. I think that would be a really good start if they’re not familiar with FamilySearch. It’s one of the best places to go to look at records when you’re starting out.
Lisa: And it’s free, which is great.
Jeri: That’s right, so it’s definitely a good place to start along with learning about the county. Learning about the formation of the county, that’s almost a genealogical research adventure in itself because you need to know how the counties changed so quickly over time. And you do need to get back to what that parent county was. It’s important to know the genealogy of the counties and know where to look for those records, because they’re not all just going to be in today’s county. You may have to go back to multiple counties to find those records.
Lisa: Typically, when a record was created in a particular county, and then that county maybe splits out or changes we should be looking in the county that it was at the time our ancestors were there, right?
Jeri: Exactly. You might think, “that’s it, I’m done. I can’t find anything else.” When you feel that way, step back, review the various forms the county has taken. Check all of them. You’d be surprised where those records will be in many different places. They might even be in the courthouse basement. I’ve come across that many times as well.
In Virginia, not all deed records are going to be online. For example, here in North Carolina our counties have so many records available online. But in Virginia, they might not be on FamilySearch. You may have to go to a courthouse to actually see those records. However, they are getting better about getting them filmed.
If you’ve exhausted some of that, like I mentioned before, check out tax records. These put your person in their place in time, and that’s what you’re looking for. You always want to remember that a man by one name is not necessarily that man. Always remember that because there are so many same named people throughout history, and you have to be careful which one you’re chasing and get the right one.
Lisa: I love your idea about the genealogy of a county! Getting to know the history county at the same time as you’re getting to know the history of your family.
Virginia Burned Counties
You mentioned burned counties. Seasoned genealogists have heard that many times. But there are those who are new to genealogy, or they’ve been researching other parts of the country, and now they’re finding that their family line takes them into the South where burned counties are more common. Tell us a little bit about what you mean by a “burned county” and what does that mean to the records?
Jeri: Generally burned counties have a lot to do with war. That’s especially true during the Civil War. For the South, many courthouses burned down. But it happens even in today’s time. We see floods, we see fires. Again, look at your county history on the FamilySearch Wiki. It will tell you which counties were burned. Then you can determine where else to look for records.
I had a project recently that was in Washington County, Arkansas. The county was totally burned, and there was nothing really left. But at the state level, I was able to find the tax records. So, for the client’s ancestor, we were able to place him in that county in the time that we needed to place him there even though there was no information about him anywhere in the county. Those records were burned at two different times. Once in the 1800s, and then again later on.
When your ancestor got a deed, they would take it into the courthouse to get it recorded. This means that when you’re looking at a deed book, you’re not looking at the original record because they didn’t keep the original deed. They just recorded it, and then they handed it back. Folks then took it home to keep it in a safe place. I was very fortunate in one of my research projects that when we had burned counties, they had all the people bring their deeds back in and they recorded them again. And so that’s how we ended up with still having deeds that were probably burned the first go around in the clerk’s books.
I inherited deeds from my great grandmother that were in a trunk. That is probably what started this whole journey for me 30 years ago. One of the deeds was from 1812. It was just amazing! They had kept those deeds. The courthouse over in Orange County did not have that deed, so I took it over there, and they got to copy it into the deed book. And then they had it. There’s a lot of ways to get around the burned counties, and there’s reason for hope.
Lisa: That’s very encouraging that they brought records back in and entered them again.
State Level Records for Virginia
How do records end up at the state level? You mentioned a couple of times to check with the State Archives. Was there a process where every so often the counties were supposed to send copies of books to the state? Or did that happen much later?
Jeri: Well, I think it did, like, are in North Carolina, particularly. So many of our marriage records have gone to the state. So, they’re at our archives now. And so, they came out of the county’s hands, I don’t know, maybe because they just kept getting burned to the ground. They, and so they ended up, you know, at the at the state level at the State Archives for most of them. And so, your state archives is a good place for your research. State libraries are good, like the Library of Virginia (state library), as the just you couldn’t ask for better. And online and offline. It’s a great, it’s a great resource for learning and looking for records as well.
Important Types of Records for Early Virginia Genealogy
Lisa: You’ve mentioned a couple of different types of records. We talked about tax records. Would we find tax records for somebody who doesn’t own property?
Personal Property and Planned Tax Records
That would be your personal property tax records, and then you had planned tax records. So, there are two different ones and you want to look for each. There may only be just one white pole, which means that one person is over the right age to be taxable. It might be a horse, it might be a silver watch, things like that.
Land Tax Records
Then there’s the land tax where they’re going to tax you on how much property that you own.
Included in the property tax would be enslaved persons. So, if you’re doing African American research, especially for Virginia, these are helpful. If the person you are researching was an enslaver, they would have these people listed by their names, typically their first names because that’s generally all they had. Some of them were sorted out by age. Not necessarily every county would be the same. But you would have perhaps age under 15 or 16, and then over 16. And while that’s a broad range, you’re looking for every little thing you can when you’re doing that type of research. Those are the kinds of things that you would see in the tax records.
Chancery Records
Another great resource is chancery records, which I love. They’re court records which you can find at the Virginia Library. You can search by plaintiff or defendant or just a surname. I usually just do the surname when I search. You go to each county so choose your county, and then choose your name. It’ll bring up folders of court records. Everybody sued everybody just like they do now. Everybody was in court all the time. Sometimes it’ll just be maybe a lawsuit over land, or it could be a lawsuit over a horse or an enslaved person as well. But a lot of times you would find records that would involve state records, probate records, and every now and then you will really get lucky and you could find a whole family’s history in some of these files that explain the parents and the grandparents, the grandchildren. I’ve had them go many generations in one file and even include the neighbors. It puts your person in their place and time and helps you not confuse them with someone else
Virginia Chancery Record, courtesy of Jeri Satterwhite-Dearing
I would say that if you don’t look at those you’re missing out, totally! They are refilming a lot of the records right now. So, when you search your file might not come up. You would be able to see the file folder, but you might not be able to see the contents of it. But then you could take that information and go to your county level court records. Again, I would go through FamilySearch and do your search in the catalog by the county, not just a record search. By doing that, you can actually find those folders are still going to be within the county. You’ll have to dig a little deeper. But it’s always rewarding to do that.
Colonial Tithables
Lisa: You’ve mentioned several really important types of records, chancery court records, deeds, wills and estate records. What other types are there? You have on your list colonial tithables. What are those?
Jeri: Those were really early. They’re like taxing, and it has to do with who the person by the age, and if they’re old enough to be taxed. It’s another form of the tax record. Those are the really early lists that you would be back quite far. You might not need those for a while, but if you get lucky, and you’re really getting back pretty far, then those are good.
Understand Virginia Law
Lisa: I imagined to be able to really use these records, we have to really understand things like geography and the law. What are your recommendations to a genealogist on really getting to understand the law? What’s a good way to go about that?
Jeri: Reading, taking classes, I mean, there are so many classes available online nowadays, just from the comfort of your home to be able to learn a lot. That would be the best thing to get familiar with the law. Learning the law is a little bit more complex but it is important. For example, it helps you determine if someone would have been the right age to get married. It’s a good way to separate the person out that might be the same name. It would help you know if your ancestor was able to buy and sell land, whether they could be a witness, all those ages change frequently. Then you know whether to go look for those records.
Understand Virginia Geography
Lisa: Are there any other resources that you think should really be on the forefront of the minds of people who are going to be digging into their Virginia roots?
And I definitely look for maps with Google. (Resource: The Genealogist’s Google Toolboxby Lisa Louise Cooke.) You can Google historical maps for Roanoke County, Virginia, for example. Some of those older maps have the landowners on them. I’ve got a huge map collection. You can find them from the formation of the county. They will have the landowner’s names written where their land was. Maybe your person did not own land, maybe they were just tenant farmers, but you found the name of the landowner, or you find them in another record. Look to see who they were living around. You can then find where they were, when they were in that particular county. That also gives you a way to look for more records that might involve your ancestor, as well.
Lisa: Well, that makes great sense. Maps are such an important part of it’s all location and timeframe, right?
Jeri: Yeah, because everything was about land. It still is, but it always has been about the land, and you don’t want to bypass that. You don’t want to just look at census, marriage, and death records, and that’s it. You really need to understand the context of their life and everything that was going on around them in the area that they lived. You then know more about who they are. Say their name, know who they were, and make them come back. They can be alive.
Getting Help from a Professional Genealogist Specializing in Virginia
Lisa: That’s a great way to look at it. Jeri, if people get really stuck, and they just feel like I need help with a professional genealogist, how could they get in touch with you? And what do you guys do at Legacy tree genealogist?
Jeri: They can contact us, and we can steer them to the right professional genealogist for their project. We have a wonderful team, and they do really good work! If you get stuck or if you don’t feel like you have the years to go and take the time to take classes and do everything, come join us and we’ll be happy to get you on the right track and help you find your ancestors.
Lisa: It’s a good feeling to be able to take a big leap forward and professionals can help you do it. Jeri, this has been terrific. Thank you for giving us a jumpstart into our Virginia genealogy.
(This interview was edited minimally for clarity.)
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.
Record collections and digital archives of US history reveal fascinating stories from our collective past. Here we report on resources relating to the US Colored Troops in the Civil War, old Southern architecture, higher education in Virginia, Southern burial grounds,...
