Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Connecting with someone who knows about our ancestors can really boost our research results—and even create new relationships among living kin. But it’s not always easy to send that first email or make that call.
In today’s episode we talk about the skill of “genealogical cold calling.” Relationships are key to genealogical success and by following 14 genealogical cold calling strategies you will find your research relationships multiplying. We’ll chat with my cousin, Carolyn Ender, who has conducted hundreds of telephone interviews. She has a knack for quickly connecting with folks she doesn’t know over the telephone in ways that put them at ease and bring to light the information that she’s looking for.
But first, we do some follow up with an email from a listener about family trees. Then, I share a little story that puts into practice what we’ve learned so far in this podcast series.
14 Steps to Genealogical Cold Calling Success
#1. Identify the person you want to call.
#2. Locate the person’s phone number. Below are some great websites for locating people you don’t know. The list is updated from the one given in the show. And Whowhere.com now has an app for Android, iPhone and other mobile devices. Check it out
Don’t forget to search the entire metro area, not just one city. Try just searching their first name particularly if it’s not a really common first name. Try and track down their number through other relatives or researchers. If all else fails consider posting on a message board for the surname
#3. Prepare ahead for making the call.
Every tough job gets just a little easier when you do your homework first. Follow these tips:
Take into account a possible difference in time zones.
Choose a time when you are not too rushed
Do a brief review of the family you are researching so it’s fresh in your mind
Make note of specific questions you would like to ask.
Have your genealogy software program open or your written notes at your fingertips.
#4. Get up the “nerve” to call.
Remind yourself how valuable this person’s information could be to your research. If he or she is quite elderly, remember that none of us will be around here forever so you need to make the call today! Say to yourself: “I can do this. This is important!” And be positive and remember, all they can do is say “no thank you.”
#5. Introduce yourself.
Give your first & last name & tell them the town and state where you live. Then tell them the family connection that you share, and tell them who referred them to you or how you located them before launching into why you’re calling or what you want.
#6. Overcome reluctant relatives.
Be ready to share what you’ve learned, and to share your own memories of a relative that you have in common. Mention something of particular interest in the family tree that might pique their interest.
If they are very hesitant you could offer to mail them some information and offer to call back once they’ve had a chance to look at it. That way they can sort of get their bearings too.
#7. What to do during the call
You’ll want to take notes during the phone call. Try a headset which will help to free up your hands for writing. Handwriting is preferably over typing.
Take the opportunity to not just get new information but also to confirm information that you already have–just to make sure it’s correct.
If you have a way to record the call, you don’t have to take notes and focus all of your attention on the conversation, and then transcribe the recording later. If you want to record, ask permission: in some places, it’s illegal to record a conversation without permission and it’s common courtesy to say you’re taping them. But it might put off a stranger; perhaps taping could wait until a second call.
#8. Leave a detailed voice mail message if there’s no answer. Stateyour name and that you would like to talk with them about the family history. Leave your phone number and tell them that you will call them back. Consider leaving your email address and suggesting they email you with a convenient time to call back.
Be sure and keep track in your genealogy database each time you call and what messages you leave. Having a log of calls and voice mail messages you’ve left will help you keep track.
#9. “Must-ask” questions.
“Do you or anyone else in the family have any old family photographs, or a family Bible?
(Reassure the person that you would only be interested in obtaining copies of any pictures or mementos they might have.)
“Do you know anyone else in the family who has been doing family research?”
“May I have your permission to cite you as a source in print in the future?”
“Is it OK with you if I keep in touch from time to time?”
#10. Wrap up the call.
Ask for their mailing address and email address.
Offer to give them your address and phone number.
Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
#11. Document the call. Sit down at the computer or your notepad right away and make detailed notes about the phone conversation while it’s fresh in your mind. Include the person’s name, address, phone number and date of conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. At the bottom of the page list the ACTION items that come to mind that you want to follow up on based on the conversation. Enter their contact information into your genealogy database as well as your email contact list.
#12. Enter new information Into your genealogy database. This is a must. Do it right away while it’s on your mind.
#13. Create an action item list. Create action items based on what you learned. Ask yourself “What are the logical next steps to take considering what you’ve learned through this interview?” The call is not the end result, it’s a step in the research process, and it can really help to make this list now, and while it’s fresh in your mind.
#14. Follow up. Send the person a written note or email thanking them for taking the time to talk with you. If the person mentioned that they would look for pictures or would look up something in a family Bible etc., mention in your note that you would still be interested in anything they can help you with and that you would be glad to pay any copying expenses, postage etc. Offer to provide copies of your information or copies of pictures you have etc. You never know: they might catch the genealogy bug and become your new research partner!
Next, put their birthday on your calendar and send them a card on their next birthday. It’s another way of keeping the connection going and expressing that you really do appreciate all their help. Try this service: Birthday Alarm.
Occasionally make a follow up call to check in and see how they are doing, share any new family items she’s come across recently, and ask if they have they heard or found anything else.
Inbox by Gmail app has some great features and if you’re willing to go all-in and are up for a big change, go for it. If not, here are some ideas for improving your regular Gmail experience.
About a year ago, Google announced the new Inbox by Gmail app. I didn’t cover it then because they had bugs to work out. But, I’ve been keeping an eye on it. It’s a bit overwhelming, however, if you are up for the change here’s a quick video summary of what it does.
As a recap, the Inbox by Gmail app can:
Bundle similar messages for you, like offers and promos;
Recognize emails about travel reservations and bundle those together; and lastly,
It allows you to browse photos in emails without opening the message.
You can also do a lot of housekeeping and organizing tasks yourself. For example, you can:
Pin messages that you want to come back to, then click on a thumbtack icon to show all pinned messages;
Snooze an email message by marking it to pop back up to the top of your list at the time and date you indicate;
Create easy reminder messages for things you need to do; and
Keyword-search your emails just like you do in Google. Sometimes, the search function is even smart enough to answer questions for you. Like when I type in “flight Indianapolis” for my upcoming trip to the Midwestern Roots conference in July, I get an email with my flight reservation in my search results. At the top, I will also see a nice summary of my flight information that Google extracted from that email and puts right in front of me.
These are pretty slick features, but they come with a price: Inbox by Gmail is a dramatic change from Gmail which some might find a difficult transition.
Improve Your Regular Gmail Experience without Using the Inbox by Gmail App
If you’re not quite ready to switch to Inbox by Gmail, there are ways to enhance and improve your experience using regular Gmail. I don’t know about you, but I don’t use the “Chat” feature on Gmail very often. However, that little chat box pops up right below the labels, and that means that when you select a label lower down on the list, it’s easy to accidentally open the chat box. Frustrating indeed!
Make your life just a little bit easier by changing the location of your chat box. Go to Settings, then click on Labs. Click to Enable the Right-side chat feature. Chat moves out of the way over to the right and the problem is solved.
For those of you who don’t use the Chat feature at all, you can completely turn it off. Simply go to Settings, Click the Labs tab, click to select Chat Off, and then click Save Changes. Ah, this gives you a cleaner, less cluttered, Gmail to work with. Nice!
An important thing to remember about changing any of your Gmail settings is that you must click the Save button on the page to apply the changes.
Switch to the new Inbox by Gmail app or just improve your existing email with this little tip, the choice is yours. Thanks for sharing this tip with your friends…it’s nice to share, isn’t it?
Ancestry.com is packed with all kinds of mostly-undiscovered genealogical treasures, and some of them you’ll never find from a search box.
Here, expert Nancy Hendrickson shares some favorite treasures, tips for finding those treasures, and helpful reminders for improving your genealogy research.
(We provide links for your convenience to the various online resources and some may be affiliate links for which we receive compensation at no additional expense to you. Thank you for your support.)
Ancestry.com is a “genealogy giant:” one of the four biggest global records resources. Whether you subscribe or have free access through your local library or Family History Center, you should not miss exploring this website for your family history.
Ancestry is also a financial investment. If you’ve been using the site for quite a while, you may be wondering if you are really getting all you can out of it’s vast genealogical record collections and many research tools.
Nancy Henrickson, author of the Unofficial Ancestry.com Workbook
4 Tips for Using Ancestry.com More Effectively
1. Verify what you learn.
Any single record can be wrong, incomplete, or misread by you or by the person how indexed it. Double check the assertions made in the record by looking for that same information in additional sources. Be careful to make sure your sources weren’t getting their information from the same person or place. Otherwise, they’ll naturally say the same thing!
Nobody wants to discover conflicting information, of course. But you do want to know if something is inaccurate before it leads you down a wrong research path.
The best thing about verifying facts in additional sources is that sometimes you find NEW or BETTER information such as:
parents’ names,
a middle name that proves key to someone’s identity,
or a burial place.
For example, let’s say you find an ancestor’s death date in the Social Security Death Index. While it’s a great source, don’t stop there!
Like any record, the SSDI is sometimes wrong and the information it contains is definitely limited. Use the Ancestry.com Card Catalog to see what records about death may be on the site for that time and place. You’ll find the CardCatalog under Search in the main menu.
Ancestry Card Catalog
Use the filters on the left side to drill down to death records for the location you want. Remember that records collections have been created on a specific geographical level: try local, regional (such as state or province) as well as national levels.
Using the Card Catalog search filters
2. Don’t just repeat what other people’s trees say.
Seeing the same information over and over can provide a false sense of accuracy. Remember, just because seven different online trees name the same parents for one of your ancestors doesn’t mean those are the correct parents. Those Ancestry users may all be misquoting the same wrong source without actually verifying the information!
You often come across likely matches in others’ trees when you review Ancestry’s automated “leaf” hints, or when you run a general search on a name. When you do, it’s simply an indication that the tree may be worth exploring. Here’s an example:
Exploring Ancestry Hints
Let’s take a closer look at this example.
The purple arrows: You can see that multiple pieces of very specific information are the same on your tree and another one.
The red arrow: You see sources attached to that person’s profile, such as the news article thumbnail image. (Note the difference with the record shown below, with just an empty profile image.) Yes, you will definitely want to review that news article!
The blue arrow:In addition to either of the above, you also see specific information that is unknown to you.
This tree profile looks promising enough you might naturally consider reviewing the tree hint and attaching it to yours. But then you wouldn’t be able to see the news article or other sources attached to that tree.
Instead, click the checkbox and then click the name of the tree to look at it and its attached sources:
Select the tree to review it more closely.
Then you’ll be able to check out the news article along with the other sources and records attached to this person’s profile. You won’t just see what that person thinks about your common ancestor – you’ll see evidence of why she thinks it.
3. Ancestry.com has more than indexed historical documents.
Nancy reminds us that “Ancestry.com is a fantastic resource for old maps, stories, photos, published county histories, and more. For example, looking at the old maps in their collections can reveal the true nature of an ancestor’s daily life, hardships, travels, and more. And your chance of finding early American ancestors is high in county histories: there were fewer people and early settlers were talked about, even if the family wasn’t wealthy or prominent.”
Here are some of Nancy’s favorite collections at Ancestry:
This collection includes nearly 7 million records extracted from about 1,200 county and land ownership maps from across the country. These are indexed by property owners’ names.
According to the collection description, “They also indicate township and county boundaries and can include photos of county officers, landholders, and some buildings and homes.”
Example: Shenandoah Counties, Virginia – included in U.S., Indexed County Land Ownership Maps, 1860-1918
This is a browse-only collection of “more than 2,200 volumes of county and regional histories from California, Illinois, Indiana, Michigan, New York, Ohio, Pennsylvania, and Wisconsin.
An Illustrated Historical Atlas of Manitowoc County, Wisconsin, 1878 in the U.S., County and Regional Histories and Atlases, 1804-1984 collection
In them you’ll find history, biographical sketches, maps, business notices, statistics and population numbers, pictures, descriptions of industry and business, stories of early settlement and pioneers, colleges and universities, military history, geography, and plenty of other details.”
Reminder: you can’t search this database by an ancestor’s name. Instead, look for places, and then start reading.
A collection of maps and atlases detailing land areas that comprise the present-day United States and Canada, as well as various other parts of the world. It contains a variety of maps and atlases created for different scopes and purposes, including land ownership atlases and bird’s-eye view maps.
Warrant Plan Records in the Historic Land Ownership and Reference Atlases, 1507-2000 Collection at Ancestry
Land ownership atlases usually show the names of contemporary owners or occupants of land and structures.
Some of the maps depict countries and wider geographical areas, while others depict counties, cities, towns, and smaller geographical areas.
4. Expand your search to the other Ancestry resources on the Web
Ancestry owns a lot of other web resources. Search these too!
Nancy says, “They include Find A Grave, Fold3, and RootsWeb, one of the oldest online genealogy communities around. Don’t give up! Keep looking in other places for the information you want to find.”
Find A Grave
Search results from Ancestry.com do include Find A Grave entries. Many of these contain additional information about the deceased and links to their relatives. As always, be sure to confirm the information you find here.
Fold3
Fold3 is home to millions of U.S. military records. Ancestry.com subscribers can upgrade their subscription to include Fold3 access, or you can subscribe separately.
RootsWeb
RootsWeb is a free and long-lived family history web resource, now hosted by Ancestry.
“The primary purpose and function of RootsWeb.com is to connect people so that they can help each other and share genealogical research,” says the site. “Most resources on RootsWeb.com are designed to facilitate such connections.” You can use RootsWeb in a variety of ways: search it, contribute records, upload your family tree, post your family surnames on a board others can see, and more.
Ancestry has changed one of the ways RootsWeb users have traditionally connected: Mailing Lists. According to the website:
“Beginning March 2nd, 2020 the Mailing Lists functionality on RootsWeb will be discontinued. Users will no longer be able to send outgoing emails or accept incoming emails. Additionally, administration tools will no longer be available to list administrators and mailing lists will be put into an archival state. Administrators may save the email addresses in their list prior to March 2nd. After that, mailing list archives will remain available and searchable on RootsWeb. As an alternative to RootsWeb Mailing Lists, Ancestry message boards are a great option to network with others in the genealogy community. Message boards are available for free with an Ancestry registered account.”
Learn More about Using Ancestry
Nancy Hendrickson’s Book
Nancy shares many more Ancestry tips and treasures in her Unofficial Ancestry.com Workbook. To get the most out of this book read the section on using the Ancestry.com Catalog. Nancy does 95% of her research in the catalog. The workbook is divided into topics, such as military records, so choose a chapter that fits your current goals. It’s also important to not just read the workbook, but also do the exercises. They teach you Nancy’s thought processes for how she finds specific answers or approaches certain types of problems. Then you can apply the same concepts to your own research. Don’t miss the chapter on social history. That’s where you’ll dig into everyday life. And finally, take advantage of the forms that are included. They will help you log your findings and analyze what you’ve learned.
Genealogy Gems Article
Browse-only collections at Ancestry and other genealogy websites are sometimes viewed as inaccessible, but they are actually a hidden treasure. Click here to read How to Find and Browse Unindexed Records at Ancestry – The Better Browsing Checklist. In this article you’ll learn how to access these browse-only collections at Ancestry and expand your family history research.
Read this article by Lisa Louise Cooke at Genealogy Gems
RootsWeb is down! This important free genealogy platform hosts millions of names on hundreds of genealogy-related websites for locales, societies, and even individual family trees. Here’s what you should know about the situation–and how you may be able to...
A new Photo + Story competition will be part of RootsTech 2018! If you can take a story-filled picture and caption it meaningfully, you should enter. Check out these tips for creating winning family history photo and story combinations. Winners will receive prizes from Canon and Dell–so start putting together your best photos and stories.
RootsTech 2018 Photo + Story Competition
“A good photo tells a good story. And behind every good photo and story is a photographer who recognized the moment the two had come together and snapped the shutter.” So says the press release announcing RootsTech 2018‘s Photo + Story Competition. Here’s how to enter:
“Participate by finding or capturing a photo and story, past or present, of you or a family member. Unlike standalone photo or story competitions, we want you to use the power of both photo and story to share, persuade, inform, inspire, connect, and belong.” In fact, some of those verbs are the four categories in the competition:
Connect
Belong
Family
Heritage
Winners will awarded prizes from Canon and Dell, which will certainly help your future family history storytelling! Selected entries will appear in an exhibit at RootsTech 2018.
This contest complements the appearance of RootsTech 2018 keynote speaker Humans of New York photographer Brandon Stanton. His personal glimpses into the lives of ordinary people in New York has set a standard for quality photo stories.
Details You’ll Want to Know
Here are several must-know details if you’d like to enter the contest–or encourage someone you know to enter:
Entrants can submit one photo and story in each of the categories.
Entrants must be at least 18 to apply.
No professional qualification, licenses, certificates, or certification is required.
If you didn’t take the picture, you must have permission or rights to use the photo (if it was taken after 1923). Agreeing to compete places full liability on the participant.
Selected entries will be notified by January 15, 2018, with more information on their intent to exhibit.
Family History Storytelling Tips for You
At Genealogy Gems, we’re all about helping you to discover, preserve and share your family history. If you’re thinking of entering this contest, consider how the following tips, adapted from a Genealogy Gems article on family history storytelling, can help your Photo + Story competition entry:
Create vivid “characters.” Photos can capturing someone’s expressions, body language, mood, unique clothing or a moment of intense personal drama. They can also create compelling portraits of the heirlooms or objects that store family memories. Your stories can do the same. Choose unique, meaningful details–both in words and pictures.
Paint the backdrop. What’s going on in the background of your picture? The “setting” and any background action should help tell the story, not distract from it. In your story, add essential details that the image can’t communicate. Is the exact date or place important? What else?
Tell why this story matters. Call it what you will: a meaning, a moral, a message–the best stories and photos say something about life. Something more than skin deep. Think about why the picture and story matter to you. Share it clearly, concisely, with humor or feeling or whatever tone best works for you and the message.
Genealogy Gems will be at RootsTech 2018 to help you discover and share your family stories!Click here to learn more.
