Organizing your Genealogy Data – Episode 7 Show Notes (Elevenses with Lisa)

Live show air date: May 7, 2020

Episode 7 Video and Show Notes

Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn.

This episode is a follow up to material covered in Episode 6. You will enjoy it much more if you watch episode 6 first. Then click the video below to watch Episode 7, and scroll down for all the show notes and details. 

Today’s Teacup:

Aynsley Bone China from England

The company was founded in 1775 by John Aynsley in Lane End, Longton, Staffordshire.

From You:

Lori writes:

I know you are asking what we have been doing and I wanted to share this with you. 

I have an old photo of my mother’s side of the family and they are sitting down at the table to celebrate my GG Grandmother’s birthday. 

Anyway I am a tea cup collector and tea drinker and so was my great grandmother who is also in the photo to the right holding onto my mom. 

I wanted to find her china and as you can see this photo is not very good at being able to identify.  I sent a close up of this picture on the china pattern to Replacements LTD.com and they were able to help me find the china and pattern! 

Here is the photo of the family (and) the china pattern that they helped me discover.  I didn’t know that you could send them a photo so when I discovered this I have been telling everyone!  

Love the Elevenses show!

Lor's family and their china

Lori’s family and their lovely china place settings.

Where Lori found her replacement china pieces.

ReplacementsLTD.com identified Lori’s china pattern!

Family History DIY Project

You may have noticed the watch on my wrist in this episode. I don’t usually wear a watch, but this actually isn’t a watch. It’s a DIY bracelet that I created using one of my grandmother’s old watches.

Click to watch (below) how you can make one yourself:

 

Learn more at Genealogy Gems DIY here.
Follow me for more Family History DIY ideas:
Instagram: Lisa Louise Cooke at www.instagram.com/genealogygems 
Pinterest:
Lisa Louise Cooke Genealogy Gems at www.pinterest.com/lisalouisecooke/

 

Answers to Your Questions About My Genealogy Organization Method

From Julie
Q: How do you handle legal size papers?
and from MargtheCar
Q: What do you do about oversize documents, panorama photos etc that don’t fit in a binder?
A: Hopefully you won’t have a lot. You can use a legal size binder like this one, or an archival safe box. Gaylord

From Joyce
Q: What weight of protectors?
A: Avery Heavyweight 3.3 mils  #76003

From Linda
Q:  Do you put each sheet of a letter in a separate sheet protector or do you put the entire letter in the one sheet protector?
A: One each although sometimes I place one-sided items back to back. You can slip a piece of acid-free paper or cardstock between them if you wish. 

From Kathryn
Q: Does it matter whether the binders themselves are archival?
A: As long as everything is in the archival safe sheet protectors they should be fine. Gaylord makes a 3 ring archival box but it’s expensive – about $30 each

From Betty in the Episode 6 Show Notes Comments
Q: Beginning with “the 4 ancestral lines”…don’t those notebooks become extremely large? Have you gone from a 3” on a name and then added a second for same line?
A: For a few family lines (the ones closest to me because they have the most archival paper) I do have multiple binders. I indicate on the spine the time frame that the binder covers. 

From Marilyn
Q: For a couple do you make a copy and file it in both of their binders.
A: A couple is in the same binder. The wife goes behind the head of household tab.

From Pamela
Q: Do you move the women into another binder when they married and how do you make a note in her birth family binder?
A: The last item in the father’s binder should be her marriage application / license. This tells you the surname of her fiancé. If she is a direct ancestor I create a new binder for her husband’s surname. You are welcome to put a sheet of paper that references the new binder, although my database would also tell me who her husband was, so I would look for that binder. I would only create a binder if there was enough material to warrant it, and if she were a direct ancestor.

From Ginny
Q: ​Are the male sons listed with their father until they marry?
A: Yes – they only move to a new binder if paper warrants it and they are a direct ancestor.

From Keck
Q: Do you put photos in the same binders?
A: Yes, for now. I’m setting up archival boxes. If you have a lot of old family photos, I recommend storing them separately. However, I think it’s wonderful to scan them and print copies of some of your favorites to include in their section of the binder. 

From Pamela
Q: ​Do you scan all your paper and keep it organized on your computer as well?
A: Yes, if it’s worth keeping for future reference. I don’t keep all paper though. I only keep and archive paper items that are precious and irreplaceable. My goal is to download the digital records I find online and store them on my computer (which is backed up with Backblaze.) And keep in mind, there is no pressure to file ALL paper before resuming your genealogy research. I schedule regular scanning time, for my backlog, and I scan and file as I go with current research. Eventually you will get caught up. 

From Susie
Q: ​Do you mark the paper to show that it is also digitized?
A: Yes, with a pencil check mark. Or you could use a thin sharpie and mark the sheet protector.

From Regina
Q: Do you keep copies of census records in your files? Or do you rely on the big name websites and attach it to an online tree?
A: Not typically, although I have kept a few from when I first started my research when I was a kid.  Now I download the digital file and save it on my hard drive which is backed up to the cloud.

From Kay
Q: Do you put new items in your heirloom binder? e.g. a gift you received that you think will be passed on? {of course, some things need to go in a will.)
A: Yes, absolutely!

From Carol
Q: I’ve really been enjoying your YouTubes and have become a member. I love the idea of the heirloom template, but for some reason when I try to insert a picture, only a small portion shows. I’m obviously doing something wrong. Would you do a quick summary of how to insert the picture?
A: I’m going to show you how to do that, and the best way to find all of the show notes:

 

 

master family tree

Stay in control of your genealogy.

Article Mentioned in this Episode

Read my article: Planting Your Master Genealogy Family Tree

 

Online Family Trees:

Pros:

  • Good for cousin connections
  • Good for generating hints
  • Good place to track and test ideas

Cons:

  • Controlled by someone else
  • Can only access documents with a subscription
  • Inaccurate trees

I use my online tree as a lead generator, NOT a master tree.

Do the Genealogy 2-Step to Protect Your Family Tree

Step 1: Purchase a genealogy software program and load it on your computer
Step 2: Back up your entire computer with a cloud-based backup service

The best type of backup protection involves:

  • Multiple copies
  • Updated regularly
  • At least one copy stored in a different physical location than your computer

What I look for in a cloud backup service:

  • Backup of all files automatically (including video!)
  • Free app for accessing files on mobile
  • Encryption and security
  • Ease of restoration
  • Competitive price

I use Backblaze. If you decide to check them out, please use this Backblaze link. If you do we are compensated at no additional cost to you, and that supports the free Elevenses with Lisa show. Thank you!  Whatever you choose, start backing up today!

More Answers to Questions About Genealogy Organization

From Jennifer
Q: Do you use the card catalog (behind you) for family “cards” to show what you have and what is filed where?
A: No. My database is my master. If I need to know something about someone in my family tree, I look them up in my database. That is the final word on what I currently know about them. Armed with that information I then know where to look in my computer digital files, and in which binder I will find the archival paper. 

From Julie
Q: Do you reference the documents in your regular binders so you know how to find them?
A: No. My database is where I turn because it is the most accurate and up to date information on each person in my tree. If I need documentation on any aspect of a person’s life, I turn to my hard drive where the bulk of my documents are. If it’s not there (although it probably is because I scan my archival paper) then I pull the family binder. I can ALWAYS find what I need. I’m happy to say that I haven’t lost an item yet. 

From Keck
Q: Do you have a Table of Contents in each binder?
A: No – it’s chronological and matches my database. See my previous answer to Julie above. 

From Sherry
Comment: Cross referencing is great and saves in duplicating paper…that being said, put a cross reference sheet in the front of each binder and list each item that you reference on that sheet.
A: I designed my system so that I would not have to cross reference. People are not duplicated in multiple binders because they can only be in one household at a time. They are either in their father’s household, or their own household. (Yes, an adult may live or rent from someone else, but they are still their own “head of household”.) The database is my guide as to their surname and the life events which is the information I need in order to know which binder to look in. This is the beauty and the simplicity of this system. All filing and organization is driven by the master database. And remember, the goal is keeping the least amount of paper possible. Most items will be digital on your computer. 

From Stephen
Q: ​If you have both paper and digital of the same document, do you discard the paper once done with it and reference the digital version in the binder?
A: I discard the paper if it’s not archival-worthy. (In other words, it is not previous, irreplaceable or highly sentimental. Most isn’t.) There’s no need to reference the digital version. If I need backup documentation on anything noted in my database, I know where to find it on my hard drive. We’ll talk more about hard drive organization in Episode 8. There is also an in-depth two part video series on how to do it step-by-step in Genealogy Gems Premium Membership. (Learn more about membership here

From Karen
Q: My big problem is I have about 8 different Brown families. How do I label them to know which is which?
A: My first questions would be, are all of them direct lines? I tend to archive only the most important items for direct ancestors. Digitize the rest, and toss the paper. If they are collateral relatives you can also file their paper in the direct line binder under the Collateral tab.
You can also include the unique number assigned to the person in Rootsmagic, or use their birth year to identify each unique Brown head of household. 

Multiple genealogy binders for one family

Multiple genealogy binders for one family

From Keck
Q: Do you duplicate that in Evernote or in your digital file for the same family? 
A: Evernote is my “active workspace”. It is not a complete look at my research. It is only the notes and clippings associated with my research. The paper organization we’re talking about is archival. All genealogy records are digital on my computer. If you want to remind yourself about an archived item, you can certainly make a mention of it in your Evernote notes. 

From Jennifer
Q: ​I’d like to list on Twitter for you and Facebook, are we doing Elevenses with Lisa for forever or are we just looking at May for now? (I want to open the invite.)
A:  I plan on continuing indefinitely. I have nowhere to go! And besides, I love meeting with you all each week. thank you for sharing the show – I really appreciate it!

share on facebook genealogy hoarder

Thank you for sharing Elevenses with Lisa with your friends and genealogy society!

In the Next Episode of Elevenses with Lisa:

  • Filing digital genealogical files
  • Naming digital files
  • Filing digital photos

 

Resources for Further learning:

These video classes (each with a downloadable handout) are included in Genealogy Gems Premium Membership and will help you further implement my system and become more productive (Members log in and then click the image to watch the video and download the handout):

Step-by-step 2 part video tutorial series.

Take control of your family tree and genealogy

Essential viewing!

Organize Your Digital Life

One hour video class.

Join me for exclusive videos, handouts and podcast episodes. Click the button below to become a Genealogy Gems Premium Member.

join now button

Do you have a questions about organizing your genealogy?

Please leave your questions and comments below. 

 

Genealogy Mystery Series to Die For: Genealogy Gems Book Club

May is Mystery Month, so the Genealogy Gems Book Club is spotlighting a favorite genealogical mystery series writer: Nathan Dylan Goodwin. In his latest, forensic researcher Morton Farrier finally confronts his own past.

We first met British novelist Nathan Dylan Goodwin when we featured his novel The Lost Ancestor in the Genealogy Gems Book Club. The hero, Morton Farrier, is a forensic genealogist. He’s dogged, thorough and totally likeable. Morton now appears in an entire series about his research adventures–both his professional ones and his personal ones. We think they’re all worth reading! Enjoy them individually–or grab the value bundle on Kindle.

Here’s the lowdown on the full series or Morton Farrier mysteries, in order:

Hiding the Past. In this debut novel, we meet British genealogist Morton Farrier. He’s tenacious and thorough, qualities that make him an excellent investigator–but put him in danger when he starts investigating the mysterious identity of Peter Coldrick. Despite the clear danger to himself and his tough-and-adorable fiance Juliet (a police officer), Morton won’t back off. Meanwhile, he learns a startling truth about his own roots.the lost ancestor genealogy gems book club

The Lost AncestorMorton is hired to find out what happened to his client’s great-aunt Mary, who disappeared without a trace a century ago while working as a maid at a grand English estate (gotta love the Downtown Abbey-style drama!). This is the book we featured in the Genealogy Gems Book Club, which Nathan talked about in the Genealogy Gems Podcast episode 180 (free excerpt) and the Genealogy Gems Premium Podcast #124 (subscriber-only).

The Orange Lilies: A Morton Farrier novellaMorton confronts a long-standing mystery in his own family–one that leads him just a little closer to the truth about his personal origins. This Christmas-time tale flashes back to Christmas 1914: World War I, to a turning point in his relatives’ lives. Don’t miss it!

The America Ground. A no-man’s piece of land–formed from the sea as Hasting Harbor silted in–became home to a lawless neighborhood where a woman was killed more than 180 years ago. It falls to Morton Farrier to uncover her story. Distracted by the unfolding mystery of his own parentage, he doesn’t realize the danger he’s unwittingly stumbled into until it’s almost too late.

The Spyglass File: A Morton Farrier novellaA client’s unknown past leads Morton to a young woman’s secret mission during World War II. Her name ends up in the mysterious Spyglass File, a subject so dangerous that Morton has bad guys after him as soon as he starts prying. He may or may not get kidnapped right before he’s supposed to marry the lovely Juliette. Meanwhile, Morton anguishes over the continuing mystery of his own roots.

The Missing Man. Morton Farrier can’t wait any longer: he must unravel the mystery of his own past. Who is his American father and why did he disappear from his mother’s life, despite letters evidencing his devotion? What, if any, role did a devastating house fire play in his disappearance? Morton and Juliet head to the east coast in the United States to confront surviving relatives, learn what they can about Harley Jacklin and help Morton come to terms with whatever he discovers.

Nathan joined us for a great conversation on the Genealogy Gems Premium Podcast episode #124. Click here to learn more about joining Genealogy Gems Premium website membership or click here to hear a free excerpt in Genealogy Gems Podcast episode 180).

What does Nathan Dylan Goodwin read?

On his must-read list of genealogical fiction are two we’ve mentioned on the Genealogy Gems Book Club page:

The Marriage Certificate by Stephen Molyneux. Peter, a genealogy buff, buys a marriage certificate on display at an antiques gallery. He begins researching the couple with an idea of returning the certificate to them. Eventually he uncovers several secrets, one with some money attached to it, but others are also chasing this money. Surprise twists bring the story into the present day and Peter has a chance to become a hero.

genealogy gems book clubThe Forgotten Garden, a novel by Kate Morton. Recommended by a Gems fan. The premise was inspired by Kate’s own family history: “A tiny girl is abandoned on a ship headed for Australia in 1913. She arrives completely alone with nothing but a small suitcase containing a few clothes and a single book—a beautiful volume of fairy tales. She is taken in by the dockmaster and his wife and raised as their own. On her twenty-first birthday, they tell her the truth, and with her sense of self shattered and very little to go on, ‘Nell’ sets out to trace her real identity.”

genealogy book club family history readingKeep up with great reading recommendations like these ones! Follow the Genealogy Gems Book Club. Click here to see what else we’ve recommended.

Episode 205

The Genealogy Gems Podcast
Episode #205
with Lisa Louise Cooke

Genealogy Gems Podcast 205

This episode breaks two huge pieces of genealogy news and shares two great conversations:

FamilySearch ends microfilm lending:  how you can get the records you need;

RootsMagic adds Ancestry.com compatibility: sync your Ancestry.com tree to your master RootsMagic file and search Ancestry.com from within the software;

Melissa Barker, the Archive Lady, talks about visiting archives to explore original manuscript record treasures;

Nicole Dyer shares a fun family history activity idea to do with kids?do you have a family gathering coming up that could use this inspiration?

A SURPRISE IN MY MAILBOX!

NEWS

Navigating the end of FamilySearch Microfilm Lending

RootsMagic Adds Ancestry.com Sync and Search

NEW PREMIUM VIDEO!

Lisa Louise Cooke shows you how to use the free Google Earth Pro software to create your own historic map collection customized for your genealogy and family history research. By the end of this class you’ll have a permanent collection of hundreds of gorgeous historic and vintage maps from around the world, organized and ready to use for family history.

Click here to watch a free preview of this full-length video class. Genealogy Gems Premium website members can watch the whole thing: click here to learn more.

The 4th Annual Northwest Genealogy Conference

This episode today is brought to you by the 4rd Annual Northwest Genealogy Conference, hosted by the Stillaguamish Valley Genealogical Society, north of Seattle in Arlington, WA. Centering on the theme, “Where Does Your Story Begin?” it’s four days PACKED full of genealogy.

There will be well-known and respected keynote speakers, including our friend and genetic genealogist Diahan Southard, speaking on DNA; Kenyatta Berry of Genealogy Roadshow fame, speaking on Caribbean research and using slave schedules in research; and Daniel Earl speaking on Putting History in Your Family History.

Starting off with the Free Day Wednesday afternoon, Speaker Peggy Lauritzen will address beginner’s issues in her Genealogy 101 presentation, which is also a good refresher for the more seasoned genealogists.  There will be such great genealogical information for all levels, AND it’ll be lot of fun!

Between classes take a chance to meet a distant cousin with the “Cousin Wall”. Participate in the genealogy-related scavenger hunt, the Wednesday evening meet and greet and the Friday dress-as-your-ancestor day, and much, much more!

Go to www.NwGC.org for details and to register. Check it out now — registrations are limited, so it’s good to get in early. It’s August 16-19, 2017. It’ll be a great show: don’t miss it!

INTERVIEW: MELISSA BARKER, THE ARCHIVE LADY

Melissa Barker is a Certified Archives Records Manager, the Houston http://www.honeytraveler.com/buy-antibiotics/ County, Tennessee Archivist and author of the popular blog A Genealogist in the Archives and bi-weekly advice column The Archive Lady. She has been researching her own family history for the past 27 years.

Preserve your own family archive

Items in danger include original items in attics, basements, etc.

What to preserve first? The most precious and original items you have!

Restoration tips:

  • Clean documents and photos with archival sponges. Lay the item perfectly flat. Gently place a finger or hand to hold it steady. Work with the sponge from the center outward, in small sections.
  • Keep two-dimensional items as flat as possible.
  • Encase fragile items in Mylar sleeves (buy from archival supply companies).

Image courtesy of Melissa Barker and Houston County, TN Archives.

Visiting an archive:

  • Call ahead! Don’t trust the operational hours from the website. Ask about parking ? it’s often very limited. Ask ahead about access to archival items of interest.
  • Archive etiquette: Follow the rules. Be courteous when working with staff.
  • Museums, societies, archives, and libraries may all have collections in back rooms you can’t see?but you can ask for them.
  • Vertical Files – in folders in cabinets
  • Manuscript Collections – underused in genealogy! Ask for finding aid.
  • Loose Records – the working papers of a court case, for example
  • Unprocessed Records – not yet incorporated into the official collection

Tips for using your mobile devices in archives:

  • Ask for procedures for taking photos with your own device. There may be rules against this or a use fee.
  • Capture the source information by photographs: cover page, page number, folder, box number, manuscript collection name, etc.

BONUS CONTENT for Genealogy Gems App Users

Get the app here

If you’re listening through the Genealogy Gems app, your bonus audio content for this episode comes from Melissa Barker, the Archive Lady,  with more about finding and using original manuscript records in your genealogy research. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. RootsMagic is now fully integrated with Ancestry.com, too: you can sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/lisa.

 

INTERVIEW: NICOLE DYER

Nicole has been researching her ancestors and delighting in their stories for the past 15 years. Nicole volunteers at the Tucson Family History Center teaching a family history story time group for young children.

Read Nicole’s blog post here

Lisa suggested the free program Jing for video screen capturing: https://www.techsmith.com/jing.html

(Full disclosure: this podcast blog contains affiliate links. We will be compensated if you make a purchase through our link. Isn’t that an awesome way to help keep the free podcast free?!)

Visit Animoto here and start a free trial

Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.

 

GENEALOGY GEMS BOOK CLUB: A FAMILY HISTORY MURDER MYSTERY!

Get the book here.

Journalist Helene Stapinski’s new family history memoir:

Murder in Matera: A True Story of Passion, Family, and Forgiveness in Southern Italy

A story of poverty and power, love, tragic decisions, and a courageous and desperate woman’s leap for a new life across the ocean

Murder in Matera continues to unravel a past Helene explored in her fantastic first family history memoir, Five-Finger Discount: A Crooked Family History.

Find a whole list of fabulous family history-inspired reading at the Genealogy Gems Book Club!

Genealogy Gems Newsletter Sign Up

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Vienna Thomas, Associate Producer

Lacey Cooke, Service “Happiness” Manager

Australasian Genealogy Congress 2018: Join Me There

It’s a joy to announce that I’ll be keynoting at the Australasian Congress on Genealogy and Heraldry in Sydney in 2018! Mark your calendars and meet me there!

Australian genealogy congress banner

Join Me in Sydney, Australia!

The Australasian Congress on Genealogy and Heraldry will meet in March 2018 in Sydney, Australia. I’m honored to be one of the four-day event’s keynote speakers. Here’s what you’ll want to know now:

What: 15th Australian Congress on Genealogy and Heraldry
Where: International Convention Centre, Darling Harbor, Sydney, Australia
When: March 9-12, 2018
Hosted by: Society of Australian Genealogists

Australasian Genealogy Congress details

This event is held every three years to “bring together passionate family historians from around Australia, New Zealand and many parts of the world,” explains the event website. They’ve invited a range of expert speakers from Australia, New Zealand, England and the US to give a lively combination of plenary sessions and concurrent streams of lectures on a variety of topics. Their vision for 2018 is to bring together the best of their own past events plus the things people love about big events like RootsTech:

“Our aim is to give you a great range of speakers, the opportunity to speak with sponsors and exhibitors, the chance to share your experiences with both new and old family history friends, and to do all this in a relaxed and friendly environment.” -Congress organizers

Click here for more information and to register.

Can’t come? Join me online!

Genealogy Gems Premium MembershipWe’ll miss you if you can’t make it, but you can still sit in on some of my most popular classes. Genealogy Gems Premium membership offers 24/7 access to video classes of my most-requested lectures AND the full archive of the Genealogy Gems Premium podcast. You get a full year’s access to all this with one low fee. Click here to learn more.

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