Show Notes: WorldCat.org just got a facelift. That means it’s time to revisit this library catalog website and do these 5 important things so you can effectively use it for your genealogy research.
Video Premiere with Live Chat
Show Notes: WorldCat
If you are interested in finding out more about your family history and you want to build out your family tree, you are going to need records and resources. That’s exactly what the WorldCat website provides.
WorldCat.org is a free website that provides access through its card catalog to millions of materials from libraries around the world. You’ll find items such as:
United States Civil War and other military records
Family Bibles, church histories, and records
Publications such as directories, handbooks, and magazines
Birth, marriage, death, wills, and obituary indexes
Microfilmed genealogy and local history collections
Newspapers from around the world
Photographs
Town histories
probate records
It’s important to keep in mind that not all libraries participate in WorldCat, and they can participate at different levels. Therefore, you’ll find different amounts of information about these different repositories.
The WorldCat website has received a facelift and now sports a new user interface, making it a great time to get reacquainted with this rich resource. Here are five things you should do right now to take advantage of WorldCat:
#1 Sign up for a free account or transfer your existing account.
To use all the features at WorldCat that we will be discussing you’ll need to have a free user account.
To create your WorldCat account, click the Create an Account link and follow the prompts.
If you already have a WorldCat account you will need to transfer it. Click the Sign In link and follow the prompts for transferring. You can transfer your favorited libraries and lists. However, because of the new website, the following data will not be transferred: profile picture, reviews, saved searches, watched lists, interests, and tags.
Transferring can take quite a while. Leave your browser open until it completes. In fact, when I transferred it never showed complete, so after about an hour I refreshed the page and attempted to sign in again. I was prompted to create a new password, which I did, and was then able to access my account and my transferred data did appear.
Sign into your account whenever you visit the site so that you can take advantages of the many features offered, including our next item, Lists.
#2 Create and Search Lists
Lists are a great way to organize the wide range of resources you can find through WorldCat. I like to create lists for surname and subject research.
How to Create a WorldCat List:
After you run a search you will receive a list of results. Click the List (bookmark) icon on any item
Click the List icon
The add Item to List box will appear. In this box you can add the item to an existing list or click the Create List button to create a new list.
Name the list, enter a description and indicate whether it is public or private.
Click the Create button to save the list.
You can find all your lists by clicking on your account icon (upper right corner on desktop) and select My Lists
In addition to creating your own lists, you can search the public lists of other WorldCat users. Click Lists in the menu to browser popular lists. To search for a list by keyword, go to the search bar and select Lists from the drop-down menu, and search by keyword. When you find a helpful list, click the Follow button.
You can have up to 50 lists with up to 500 items.
#3 Discover Libraries
The best way to discover libraries near you is to add your location. Click the Update Location icon just under your account profile icon. Enter your town or zip code and libraries will be prioritized based on their proximity to you. If you’re going on a research trip, try changing the location to the zip code of the place you are traveling to, and then search for libraries and materials.
To browse libraries near you click Libraries in the menu. Add libraries to your list of favorite libraries by clicking the star icon on the library entry.
You can find your list of favorite libraries by going to the account icon and selecting Favorite Libraries.
#4 Use the Advanced Search Feature
The best way to search for items is to use the Advanced Search feature from the beginning. Click the Advanced Search icon to the right of the search box. (See image below)
Click the Advanced Search icon next to the search box
Start your search by selecting the type of thing you want to search from the first drop-down menu. For example, select Keyword and then type a word (such as a surname) in the field next to it. To the right of the field, select what you want done with that keyword, AND, OR, or NOT. This will include, exclude or make the keyword options. Then go to the next line and do the same thing. You can set up to three parameters.
Next add a year range if desired. For example, 1900 to 1950. Then select the type of materials you want in the results by clicking Format. For example, you could leave it on All Formats to receive all types of materials or select just Newspapers.
You can also narrow your search by language. Once you’ve made all your selections, click the Search button.
On the results page you have the option to adjust the filters in the left-hand column.
#5 Search Name Variations
As you search for family surnames, it’s important to understand that it will not automatically search for name variations. Either search for variations in separate searches or use the Advanced Search using the OR or the AND feature. (See example below)
How to search for name variations at WorldCat
More strategies for getting great search results at WorldCat
Search for family names by entering the family name followed by the word “family” (e.g., “Mansfield family”)
Search for specific people by entering the person’s full name (e.g., “Emily Mansfield”)
Search for organizations by entering terms to describe the organization (e.g., “Lutheran”)
Search for geographic locations by placing name in combination with the abbreviated and full state name (e.g., “Union City IN” and “Union City Indiana”)
You can then narrow your search by returning to the main search page and entering more specific search terms such as “Mansfield family bible”.
Include multiple search terms in one search (e.g., “Lutheran” and “Union City IN”)
Final Thoughts on the New WorldCat
Like with any change to a website, the new WorldCat takes a little getting used to, and there are a few bugs that still need to be worked out. However, by doing these 5 things you’ll have access to millions of rich resources that can help you climb your family tree.
In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”
You’ll learn:
how to get started dealing with genealogy research that’s been given to you
organizational strategies
incorporating the inherited genealogy into your research
what to do with inherited genealogy materials you don’t want to (or can’t) keep
Original air date: Oct. 14, 2021.
Episode 74 Show Notes
(Get your ad-free cheat sheet download in the Resourcessection at the bottom of this page.)
I Got Handed the Family Genealogy, Now What?
Inheriting genealogy is a big responsibility and can be a bit overwhelming. Even if you haven’t been fortunate enough to receive much from other researchers in your family, chances are your descendants will be faced with inheriting your research. That’s why this week’s Elevenses with Lisa episode 74 is for everyone!
As exciting as it can be to receive new genealogical information, it presents challenges such as:
figuring out if each piece of information is correct,
finding a way to process it and blend it into what you already have (or if you’re new to genealogy, what you DON’T have!)
finding a place to put it,
and making the hard decisions about what you can’t keep.
So in this video I’m going to share with you my top strategies that I’ve used myself more than a few times. So take a deep breath, grab a soothing cup of Chamomile tea, and let’s get started.
I’ve received many emails over the years from folks who have faced the challenge of inheriting genealogy research done by another family member.
Jim R wrote me to say:
“I am going through my family tree and have a question. My aunt spent a lot of time back in about 1985 and had a huge hardback book of printed up of the family tree. But I was told by a few family members that some of the information in it isn’t true. How do I go about doing my own research, and properly compare the info? I need to figure out what is right and what is wrong. This is fun, but frustrating at the same time. Thanks.”
Don’t Take Inherited Genealogy at Face Value
Accuracy (or lack thereof) can a real issue when we receive someone else’s work. We can’t just take it at face value, especially if the researcher did not cite their sources. There’s no way to know if an ancestor on their tree is truly your ancestor until you look at the genealogical source documents for yourself. If they haven’t listed which sources they used, you’ll have to go find them. The good news is that it should be a little easier to find them based on the information provided about the ancestor. Usually when you get a family tree from a relative, it will at a minimum include important dates like birth, marriage and death, and hopefully some of the places where those events occurred.
Jim inherited a large, compiled history book, but you may be fortunate enough to receive an entire lifetime’s worth of research. Well, some folks would feel fortunate, others may not! No matter how much you’ve inherited, the genealogical process remains the same: start with yourself and work backwards. It may be tempting to start focusing on new ancestors you see in the family tree you just acquired, but resist the temptation. We must always prove the relationships connecting us to each generation going back in time so we don’t end up adding someone to the tree who doesn’t belong there.
So let’s stop for a moment and go back to the beginning, when you first inherit your relative’s genealogy research. What do we do first?
Assess what you have inherited.
Jim received one big book. But if you’re like me you may have received boxes of items, many loose and unorganized.
I like to divide it up by families and place each pile into a separate bin, in chronological order as much as possible. I use clear stackable bins because you can see what’s inside. I’ve used these for years and never detected an ounce of damage. Damage is more likely to come from heat, moisture and mishandling than stored undisturbed in a plain storage bin in a room temperature stable environment such as a closet.
Use 3×5 white index cards to label each bin. Use a medium black sharpie pen to write the family surname in large bold letters, and place the card inside the box at one end facing out. You will be able to see it through the clear bin. You can also simply tape it on the outside of the bin.
You’ll also need one location where all the bins can be stored until you’re ready to work on them. A spare closet or even under a bed can work. The important thing is they are all together undisturbed and easily accessible. Once items are sorted and stored, you can then pull out one bin at a time to work on.
If your inherited genealogy appears to be well organized, such as in scrapbooks, keep it in context. Don’t take it apart and divide it up. There’s something to be learned from the order in which things were added to the book.
my spare closet with bins of inherited genealogy awaiting processing.
Take inventory and prepare to track your progress.
It’s important to recognize that it isn’t likely that all of the materials and information will be digestible in one sitting. And it helps tremendously when you set up a process that makes it easy to pick up the project and put it down easily while keeping track of where you left off.
You can track your progress in a variety of ways:
a project log spreadsheet,
Word document
Evernote or One Note
A spiral notebook
Take a moment up front to put your tracking mechanism in place and be as consistent as possible in using it.
I use Excel spreadsheets for my tracking. I find it very helpful to create a separate tab for each item within the collection (book, scrapbook, computer disk, address book, etc.) This helps provide me with a complete inventory at a glance. On each tab I add columns applicable to the type of item and information it contains.
Get a genealogy software program.
If you’re new to genealogy, or you’ve only had your family tree online, now is the time to get a genealogy software program. It will not only help you stay organized, but it will also give you a mechanism for consistently adding source citations. Your genealogy software database while also serve as the “brain” of all your efforts. The database gives you one place to focus your efforts and systematically add information. Also, it puts all of it in your control on your own computer, not solely in the hands of a genealogy website that could be gone tomorrow.
There are a handful of genealogy software database programs on the market. Family Tree Maker, Legacy and RootsMagic are all good and reliable. MyHeritage offers Family Tree Builder for free.
No matter which one you choose, download and install it on your computer. Then make sure that you have an automatic cloud backup service installed and running on that computer. I have used Backblaze for years. You can get a free 15 day trial here which will give you an opportunity to see how easy it is to get up and running. (Disclosure: this is an affiliate link.)
Learn more with my Premium Member classes on organizing genealogy.
Start processing the inherited genealogical information.
Whether you are new to genealogy or a longer time researcher, start by entering the information you inherited starting with yourself or your parents and then add family members going back in time generation by generation. As I said previously, I know it can be tempting to jump to older generations to work on, but you must methodically prove each generational connection in order to have an accurate family tree.
In Jim’s case, he inherited a compiled history book from his aunt, so he will want to start by turning to the page that contains himself or his closest ancestor (probably his parents.) On his tracking spreadsheet he could include columns for ancestor’s name, page number and notes, and enter that information as he works on each person’s record. By doing so, he will always know where he left off.
A compiled history is just one source, and in fact, it is not even a primary source. This means that even if sources have been cited in the book, it’s important to locate and review those sources to confirm that you agree that the conclusion is accurate. After all, this is your tree and research now.
Never enter a new ancestor without cited sources. If the book or paperwork names someone, and even provides some specific information about them, your job is to go find the records to prove it. Once you are satisfied you are ready to enter the person and their information into your database, and of course, cite your sources.
A few decades ago, back when I was doing genealogy strictly as a hobby and not professionally, I found an amazing compiled family history on my Wolf family line. It contained thousands of people, was meticulously compiled and full of details, and did not include a single source!
Since the book wasn’t an heirloom or one of a kind, I found it very helpful and simple to make a small pencil tick mark next to each person as I worked on them. I set about painstakingly finding sources for every piece of information that was new or conflicting with what I had. As you can imagine, that’s a very big job. Since time is always at a premium I didn’t research everything, particularly information that was not critical to the identification of the ancestor, or perhaps was about a collateral individual. However, I did not enter anything into my database that was not researched and proven. This means you’ll need a way to keep track of what has not yet been researched. I used a red pencil to place a tick mark next to items yet to be researched about an ancestor. You could also opt to add a column to your spreadsheet to track it and then return to it later.
Did I add everyone listed in the book in my database? Absolutely not! I focused specifically on direct ancestors and included their children. Once I made my way as far back as I could go in the book, I selectively filled in additional people from collateral lines that were of particular interest or closely associated with areas that I wanted to research further. Rest assured there is no right or wrong way to do this. Do what is most important to you in the most accurate and methodical way you can.
Cite your sources every step of the way.
Talk to any experienced genealogist and you’ll probably hear some regrets about not citing their sources when they first began doing genealogy. Source citations are like an insurance policy. It’s not very satisfying to invest in it now when everything is fine, but down the road when trouble arises you’ll be glad you did.
So what kind of trouble are we talking about? No family tree is immune from occasional problems such as:
discovering an inconsistency in your family tree
uncovering a new source that directly contradicts one of your conclusions
being contacted by another researcher who is challenging something you have posted or published about your family tree.
The only way to address these situations is to review the sources you used. And that’s where your source citation comes in mighty handy! They help answer the questions and also prevent timewasting duplication of effort.
If the only source for a particular event is the book, go out and find the original record to verify it is correct, and cite both in your database.
Learn more about citing your sources by watching my free video Source Citations for Genealogy (episode 60 of Elevenses with Lisa).
Elevenses with Lisa episode 60
What to do when you can’t keep all the genealogy you inherited.
As painful as it is to say, it isn’t always possible to keep all of the genealogical items that come your way. The reality is that shelf and closet space have limits, and our collection can grow unmanageable when added to the research of previous generations.
Start by seeing if you can reduce it. Strive to digitize all items that you want to save that are not originals, heirlooms or not readily available somewhere else.
Need help digitizing? I use Larsen Digital. Click our link and use the discount coupon codes found on the webpage.
Once digitized and recorded in your database, you can toss them. Recently I went through boxes of photographs I inherited from my paternal grandmother. Many were from the late 1970s and early 1980s when double prints were all the rage. By simply tossing duplicates and low quality photos (such as half of grandma’s hand over the camera lens) I was able to reduce the collection by almost a third!
Donation is also an excellent option. Digitize and take photos of the items and then they can be donated to a library, archive, genealogical society or other organization with an interest in them. Sometimes the shared interest is not as much in the particular families as the locations from which they hailed. One woman told me at a recent seminar that when she asked her local archive about her materials, they were ecstatic. They immediately spotted old buildings in the photos that no longer exist but held an important place in the town’s history. You never know what may be meaningful to others.
The Genealogy Center at the Allen County Public Library in Fort Wayne is an excellent resource for both free digitization and donation. Watch Elevenses with Lisa episode 31 to learn more.
Learn more about donating your genealogy in episode 31.
I recently heard from a Hal Horrocks, a long-time member of the Orange County California Genealogical Society. In 2017 they started a program called Rescue the Research. They strive to preserve the research done by their past members. It’s a great example of making hard-won genealogy research more accessible to others while reducing the burden on closet space.
Donation isn’t for everybody. However, sadly it is sometimes the only option when you don’t have descendants or relatives interested in retaining your research. Don’t despair. Donating your research is bound to elicit a genealogy happy dance from some future genealogist who comes across your research!
You can learn more about protecting, preserving and donating your genealogy research by watching my video class Save Your Research from Destruction (Elevenses with Lisa episode 10, available exclusively as part of Premium Membership.)
Your ancestors and your descendants will thank you.
It’s been famously said that “you can’t take it with you” when you leave this earth.
“You can’t take it with you”
By following these strategies and addressing that reality now, there’s one very important thing you will be leaving behind: the legacy of family history. One that avoids burdening the next generation while providing a lasting connection between all of the generations of your family tree.
Resources
Get My Free Genealogy Gems Newsletter – click here.
How to use Animoto, my favorite new tech tool for creating professional-looking slide shows and videos
New Genealogy Gems team member Amie Tennant shares insights as she prepares for professional certification
A listener shares a favorite genealogy database for finding recent relatives
A listener uses DNA to connect adoptive and biological relatives?who were closer than she thought
A segment from the Genealogy Gems Book Club interview with author Helen Simonson on The Summer Before the War
News from Dropbox and a new initiative to capture the family histories of remote, indigenous populations
NEWS: Dropbox Improvement
New on Dropbox: Now when you share Dropbox content with someone, shared links will stay active even if you move or rename the file or folder.
Dropbox file-sharing tip: “If you ever want to unshare something you’ve already sent out (like to remove access to a sensitive document), it’s easy to disable an active link.” Just sign in to dropbox.com. “Click the link icon next to the file or folder, and click ‘remove link’ in the top right corner of the box that appears. You can also remove the link by visiting dropbox.com/links and clicking ‘x’ next to the file or folder.”
Russ recommends the “U.S., Public Record Index, 1950-1993, Volume 1 and 2.”
“Volume 1 is far more interesting with more data. A search will return a Name AND Birth date, along with more than one ADDRESS, Zip Code and sometimes phone numbers.”
Ancestry’s description of its online database for Volume 1 says original data comes from public records spanning all 50 states, such as voter registration lists, public record filings, historical residential records and other household database listings.
U.S. Public Records Index on Ancestry.com: Volume 1 and Volume 2
Thoughts about using the U.S. Public Records Index (some of these points come from the FamilySearch wiki):
Not everyone who lived in the U.S. appears in the index, and you’re more likely to find birth information for those born between 1900 and 1990. What you’ll find is primarily where someone lived, and often when they lived there.
It’s rarely possible to positively identify a relative in this index, since there’s limited information and it spans the entire country for up to a half century, and you can’t follow up on the record it comes from because the index doesn’t say where individual records come from. As Russ says, this is a great resource to use in combination with other records. It’s a similar concept to the way you might consult uncited family trees: great hints to go on and follow up with further research into verifiable sources.
When you find more recent listings, you can sometimes find telephone numbers for living distant relatives. The Family History Made Easy podcast has a 2-episode series (episodes 14 and 15) about cold-calling techniques for reaching out to distant relatives you don’t know.
MAILBOX: Katie on Cold-calling and Adoption and DNA
Click here to read a blog post with her story and see more pictures that go with it.
INTERVIEW: Amie Tennant
Amie Tennant is the newest member of the Genealogy Gems team. She contributes to the blog at www.genealogygems.com. She is also preparing to become a certified genealogist, which is a professional credential offered by the Board for Certification of Genealogists (BCG).
What have you learned in the process of preparing for certification?
“I think the biggest thing I have learned is the meaning of true exhaustive research. We talk a lot about that in our genealogy standards, but essentially, it is looking EVERYWHERE for EVERYTHING that might shed light on your research question.”
Why do you want to become certified?
I want a way to determine how well I am doing. A measuring stick of sorts.
What is the process like?
The process is the same for everyone. Once you have decided to become certified, you apply to the BCG. They send you a packet of information and you are “on the clock.” The clock is up in one year unless you ask for an extension. The portfolio you create consists of:
Signing the Code of Ethics
Listing your development activities (like formal coursework or enrichment activities);
Transcribe, abstract, create a genealogy research question, analyze the data, and then write the research plan for a document that is supplied to you;
Do those same 5 things for a document of your choosing;
A research report prepared for another person.
A case study with conflicting, indirect or negative evidence;
A kinship determination project (a narrative genealogy that covers at least 3 generations)
There is a lot of great free content on the BCG website: articles, examples, and skill-building activities.
GEM: How to Create Family History Videos Quickly and Easily
Beatrice Nash is a bright, cosmopolitan young lady who has grown up traveling the world with her father. Now he’s gone, and she’s landed in the small village of East Sussex, England, where the locals aren’t entirely thrilled about engaging her as a female Latin instructor for their schoolchildren. She spends a summer fighting for her job, meeting a local cast of engaging eccentric characters (both gentry and gypsy) and trying not to fall for handsome Hugh. Then the Great War breaks out.
This novel follows Helen’s popular debut novel, Major Pettigrew’s Last Stand, which became a New York Times bestseller and has been translated into 21 languages. Genealogy Gems Premium website members can join us in June to hear our exclusive and fun interview with Helen Simonson.
GENEALOGY GEMS PODCAST PRODUCTION CREDITS:
Lisa Louise Cooke, Host and Producer
Sunny Morton, Contributing Editor
Vienna Thomas, Audio Editor
Additional content by Lacey Cooke, Amie Tennant
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
My daughter Hannah is an adventurer at heart, and turns drives to genealogy conferences into trips to remember. This summer, be sure to make memories with living relatives! Have a wonderful week! -Lisa About the Author: Lisa Louise Cooke Lisa is the Producer and Host...
Highlights from this episode:
Getting Started in Genetic Genealogy
Russ blogs at 
Amie Tennant is the newest member of the Genealogy Gems team. She contributes to the blog at 
BOOK CLUB: Interview excerpt with Helen Simonson,
