by Lisa Cooke | Nov 28, 2013 | 01 What's New, Collaborate, Inspiration, Publishing
One of the most important things we do as genealogists is share! We share research findings, family stories, trees, heirloom photos and more. These days, sharing online is often the way to go. It’s fast, it’s relatively organized, it gets things into the hands of those who want them and (often) it’s free!
To wrap this series of blog posts on collaborating, I offer 4 ways to share genealogy online (in addition to Dropbox and Evernote, which we discussed in previous posts).
1. Attach scanned documents, photos and stories to your online tree. Whether you keep a tree at MyHeritage, Ancestry, FamilySearch or another site, beef it up with everything you have. That only enriches the body of knowledge out there and gives others a leg up on the next bit of research. You can also include links to applicable notes in Evernote.
2. Post gravestone photos and other burial information at online cemetery sites. BillionGraves and Find A Grave are the two big ones, of course. These sites provide searchability and a platform for collaboration between descendants.
3. Post meaty queries that show what you know and what your questions are. RootsWeb and USGenWeb are two enormous sites, organized by location and topic, where you can post questions about people, places and more. Check out this page on how to write a good query and this Cyndi’s List portal to various message boards. TIP: Remember to include all important related keywords, name and location spellings, and dates in your messages so they are easily found by your long lost cousins using Google!
4. Publish your research. Genealogy newsletters, magazines and journals of all levels (from the local to the national and beyond) want your well-researched, well-written research. What’s a chunk of research you could share? Look for publications that are indexed in PERSI, the Periodical Source Index, because other genealogists are most likely to find your work when it’s indexed there. Of course, family history websites, blogs and books are all great ways to publish your research, too. Just get it out there!
As the online genealogy community continues to grow, our opportunities to grow bigger, better family trees also grow. So my question to you is: What do you have to share? And have you begun?
Check out the magazine article that inspired this series of posts on collaborating. It’s “Teaming Up,” and it appears in the December 2013 issue of Family Tree Magazine. Sharing genealogy files is just one topic we cover. The article itself was a cross-country collaboration between myself and Genealogy Gems Contributing Editor Sunny Morton. To write it, we relied on a lot of the same tips and tools we recommend!
Finally, check out my previous blog posts in this mini-series on collaboration:
Tips for Collaborative Genealogy: Research with a Partner
Tips for Collaborative Genealogy: Dropbox for Genealogists
Tips for Collaborative Genealogy: Evernote for Genealogists
by Lisa Cooke | Nov 25, 2013 | 01 What's New, Collaborate, Evernote
In this installment of the Collaborative Genealogy blog post mini-series I’m going to share one of my favorite ways to organize and share family history data and 
source material: Evernote.
Evernote is a free software, website and app that can hold both research content and the source citation information that goes with it. You can pull data from websites and Evernote will often automatically capture information about the site you got it from. You can upload images, scanned documents and other multimedia content. And of course you can use it to keep track of non-electronic sources, too.
Research teams using Dropbox put themselves on the same page–literally. It’s easier to be sure you’re looking at the same sources. It’s easy to add notes like data you’ve abstracted from the source (or that seems to be missing from the source). It’s easy to tag data: every source that cites an ancestor can be tagged with her name. That way, when you are ready to analyze or write up someone’s life story, every piece is there. No more hunting for sources you knew you had somewhere!
My recent post provides two tips for using Evernote and introduces my Evernote for Windows for Genealogists Quick Reference Guide “cheat sheet” (click here for U.S. and here for international shipping). It’s been so popular since its release that we sold out for a while, but it’s back in stock. This 4-page laminated guide offers at-a-glance training and reminders so you can be up to speed quickly using Evernote for genealogy.
Want to learn more about using Evernote? Click here for tips and complete resources on getting started in Evernote, like a complete video mini-series that walks you through the process of signing up for your free Evernote account, downloading the desktop app, getting and using the web clipper….There’s so much you can do with Evernote and I show you how!
For more on collaborative research (including more on Evernote for genealogists), check out the December 2013 issue of Family Tree Magazine. It’s got an article I’ve co-written with Genealogy Gems Contributing Editor Sunny Morton.
Check out my other blog posts in this series on collaboration:
Tips for Collaborative Genealogy: Research with a Partner
Tips for Collaborative Genealogy: Dropbox for Genealogists
Tips for Collaborative Genealogy: Sharing Genealogy Files Online for Free
by Lisa Cooke | Nov 18, 2013 | 01 What's New, Collaborate, Dropbox, Family Tree Magazine, Inspiration, Mobile, Research Skills, Technology
To celebrate my article in the new issue of Family Tree Magazine (co-authored with Genealogy Gems Contributing Editor Sunny Morton), I’m running a 
series of posts on teamwork tips and technology tools for collaborative research. This post covers one of my favorite free sharing tools: Dropbox.
A cloud storage service like Dropbox or iCloud is a dream come true for genealogy researchers who want to collaborate from across the living room or across the world. It’s also great for accessing your own research from multiple devices without ever having to copy it over: your home computer, laptop, tablet/iPad, smart phone.
Basically, Dropbox looks like any other file folder you keep on your computer. Open the folder, retrieve and save files to it like any other folder. But this folder lives online as well, so more than one person or computer (with approved access) can access it. You can save documents, images and other files in real-time. And it’s free!
What can you share on Dropbox?
- Research sources. Photographs, documents, audio files of interviews, materials from books, etc. Basically any source material you can think of that can be preserved digitally!
- Your to-do lists. Whether working alone or as a team, it’s important to have–and use!–a to-do list. The list should track specific tasks, like ordering an ancestor”s death certificate or searching for an obituary. For the article in Family Tree Magazine, the editors created a brand new Research Planner and Log: a comment-enabled PDF that lets you keep track of tasks, including when they’re done. This is a great document to use in Dropbox!
- Research notes and writing. Think timelines, biographical sketches, drafts of writing projects, GEDCOM files (the universal file type for family tree data) and any other files related to getting the research done.
- Links. Keep a file with your favorite links embedded in it, including links to digital books, vital records and other resources. You can simply copy and paste links into a word-processing file called “Links.” Include notes before or after each link, like “great local history blog for Marietta, Ohio.”
For more on using Dropbox and other collaborative tools on your tablet, check out my book Turn Your iPad into a Genealogy Powerhouse, available as an e-book or in print.
I also hope you’ll check out our article “Teaming Up” in the December 2013 issue of Family Tree Magazine. You’ll find more technology and teamwork tips, including more on Dropbox for genealogists.
Check out the other blog posts in this series:
Tips for Collaborative Genealogy: Research with a Partner
Tips for Collaborative Genealogy: Evernote for Genealogists
Tips for Collaborative Genealogy: Sharing Genealogy Files Online for Free
by Lisa Cooke | Nov 11, 2013 | 01 What's New, Collaborate, Dropbox, Family Tree Magazine, Inspiration, Research Skills, Technology
Recently Katharine, a Premium podcast member, asked for my advice on collaborating with a research partner. She wrote, “While I am primarily a digital 
researcher, and have divested myself of duplicate papers, my research buddy uses a lot of binders and has many unconnected families in various computer genealogy programs. We need a good way to collect and focus our research.”
As it happens, Genealogy Gems Contributing Editor Sunny Morton and I just co-wrote an article on this topic. “Teaming Up” appears in the December 2013 issue of Family Tree Magazine. In honor of this article, we’ve prepared a companion series of blog posts on collaborating and are hosting a FREE giveaway for a digital subscription to Family Tree Magazine.
First, check out these strategies for deciding how to work with someone.
First, don’t judge or try to change each other too much. If one of you really wants to learn new tech tools or organizational methods, that’s great. But your strategy for staying organized and connected should be as easy as possible for both of you so you can focus on the research itself. Requiring an old-school genealogist to suddenly master Skype, Evernote and Dropbox to work together might be as unfair as asking a newbie researcher to locate unindexed court records and transcribe them in German!
Next, play to your strengths. Is one of you super organized, or a fast typist, or great at merging GEDCOMS or another skill that would move your project forward? Does only one of you have direct access to certain research materials (databases, manuscript sources, etc)? Talk about your individual strengths and interests and then divide the workload accordingly.
Mix it up. Often in any collaboration, one person is more tech-savvy than the other. Sometimes a combination of traditional and up-to-the-minute technologies will work best. For example, maybe you’ll decide to keep your shared files in Dropbox but communicate by old-fashioned telephone instead of Skype. Maybe one of you will organize everything online (or at least on the computer) and then mail printouts to a non-computer-user for review.
Watch this blog for more on technology tools for collaborating, and check out our article (which has lots of great exclusive stuff!) in the December 2013 issue of Family Tree Magazine 
, available by digital and print subscription.
Check out the other posts in this series:
Tips for Collaborative Genealogy: Dropbox for Genealogists
Tips for Collaborative Genealogy: Evernote for Genealogists
Tips for Collaborative Genealogy: Sharing Genealogy Files Online for Free
