Which Way Do I Go Now? Organize a Genealogy Research Plan

Recently I heard from Jane, a Genealogy Gems Premium subscriber in Canada, who needs a genealogy research plan! She’s researched on Ancestry.ca, get-organized-Genealogy-Gems-MembershipScotland’s People, the Free English BMD Index, FamilySearch and joined her local society. But she’s not sure where to go next with her research–there just are SO many options! If this sounds familiar, check out her question and the advice I gave her:

“I often end up wandering around in circles and mazes as one thing leads to another, and another, and …   I am sure you know what I am talking about.  I seem to be jumping back and forth between my Dad’s family, my Mom’s family, their families, etc. until there are times that I find myself at a certain point, only to wonder ‘Where was I going with this?’  I’m now wondering if I would be best to take it one person at a time – to find out as much as I can about that person in that point of time, before going on to another. I have started trying to make notes…but find that I end up hopelessly out of order and lost. Any advice would be appreciated! Help!!!”

My Answer: A Genealogy Research Plan to Deal with the Chaos

“You are not along in this genealogical dilemma! It’s easy to let the records start to take over and lead you around. Set a goal or a genealogy research plan – define what it is you want to know. It might be something very specific about a particular ancestor, or it might just be to fill in the blanks on one particular family. Early in my research I focused on one grandparent, and working backwards, I would strive to fill in all the blanks on that person, then their parents, then their siblings. I wouldn’t “leave” that family until I felt that I had filled in as much of the family group sheet as possible. (We have sort of lost track of the “family group sheet in this technological age. But it is an excellent tool for keeping you on track and focused on the blanks that need to be filled.)

An additional strategy is to have a process for dealing with information that is a bit off your current track. Often we feel like we have to pursue it or we’ll lose it. I like to use Evernote (free at Evernote.com) to capture data that I’m not ready to deal with right now, but definitely want to pursue later. I create an Evernote “notebook” for that family surname, and a note book called “future research.” Drag and drop “Future Research” onto the family surname notebook which will create a “stack.”  Now you can create notes and drop them into the “Future Research” notebook which is inside the applicable family. Add tags to your note like “newspaper,” “death record,” etc. and some good searchable keywords so that the note will be easy to find when you need it. Now you can capture the item, file it away, and stay focused on the task at hand. Whenever you’re ready to ask a new question, open that Future Research notebook. Use what’s there to inspire the next phase of your genealogy research plan.”Evernote Quick Ref Guide

More Resources

How to Get Started in Evernote, and the Ultimate Evernote Education

Should Evernote be my Digital Archive?

If you would like to learn more about using Evernote for genealogy, I have a quick reference guide in my store that will work wonders in keeping you organized. It’s available for both Windows and Mac, and in both PDF and laminated print format.

Your questions are always welcome! Contact me by email, or leave a voice mail at (925) 272-4021 and you may just hear yourself on the show.

 

Family History Episode 24 – Using Marriage Records in Family History

Family History PodcastFamily History: Genealogy Made Easy

with Lisa Louise Cooke

Republished March 25, 2014

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Download the Show Notes for this Episode

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.

Episode 24: Using Marriage Records in Family History

So far in this podcast series you’ve made a lot of progress. You’ve set up your genealogy database, talked to your relatives, gotten familiar with the Family History Centers and you have your research worksheet to lead you in your investigation backwards in time, through death records and the census.

In today’s episode we’re going to continue working backwards down the records aisle looking for marriage records. Marriage records are a type of vital records, meaning they provide vital statistics for a person’s life. They can be a rich—even vital!—source of genealogical information.

Marriage records, like death and birth records (which we’ll be covering in an upcoming episode) are primary sources. This means that the record was completed at the event or very close to it by someone who was present at the event. That means it’s a pretty reliable source.

There are two types of marriage records: civil records which are recorded with the local government, usually at the county level, and church records, if the marriage took place in a church.

Update: Many government and church marriage records have found their way into major genealogical databases (www.Ancestry.com, www.FamilySearch.org, www.FindMyPast.org, www.MyHeritage.com, etc). Look for indexed records and—if you’re lucky—digitized versions of the actual record. (If you find only indexed records, use the process below to find copies of the actual record.)

Civil/Government Marriage Records

You need to determine where the marriage took place in order to figure out the proper civil authorities to contact. Usually that’s the clerk in the town, county, district or parish where the happy couple said “I do.” In the U.S., chances are it was at the county level, but if you’re not sure, do a Google search on the name of the county and the phrase “vital records” or “marriage records.” Chances are one of the first search results will be a link to the website for that county and hopefully the specific page that will tell you how to request vital records. There you should find specific instructions about how to make the request and any fees involved.

I have three tips for you:

  • Tip #1: Be sure and follow the instructions to the letter because otherwise you will likely have your request returned to you unfilled and asking for more information which just wastes time.
  • Tip #2: As with Death Records, it isn’t necessary to order a certified copy because you are not using it for legal reasons, just information reasons. Certified copies cost more and usually have more requirements to applying for them.
  • Tips #3 Request a complete photo copy (which is sometimes referred to as a LONG FORM) rather than a SHORT FORM which can be a brief transcription of the record. There may be clues in the original record that may be left out (or mistranscribed) in the SHORT FORM.

If all this sounds cumbersome there is an easier to request marriage records and that is through Vitalcheck.com (see below). While it costs more you can order the records quickly and easily online.

If you’re looking for civil records in England or Wales, those records have been officially recorded by local District Registrars who reported to the General Registrar Office since July 1, 1837. These records are probably easiest to access, particularly if you are not in the UK, through FindMyPast.com, which does charge a fee for each record.

Types of civil records:

  • Marriage application. I can’t guarantee they’re available in every county, but it’s definitely worth asking!
  • Marriage license. This record often holds the most genealogical value. It will include their names, ages, residences as well as perhaps their race, occupation, age, and perhaps their parents’ names.
  • Marriage register record. This confirms the marriage actually took place. This may be just a signature and date from the official who performed the marriage, and may be a small section at the end of the marriage license information. (The latter type of record may also be called a “marriage return” or minister’s return.”
  • Marriage certificate. While this record is part of the process it isn’t available through the vital records office. It would have been kept by the couple and will involve some looking around and asking relatives to see if it still exists.

Tip: A marriage license alone does not prove a marriage. A couple could easily apply for a license but never go through with the big day.

Church Marriage Records

Start looking for these records at the Family History Library (www.familysearch.org).

Other places to look:

  • The church if it still exists. Search for their website. Contact the church office and ask if they have records for the time period you’re looking for. If they no longer have the records ask where they are being archived.
  • Check in with the closest local library and ask to talk to the reference desk.
  • Search the WorldCat catalog (see Links).
  • Check the US Gen Web site for the state and county where the marriage occurred (see Links). These sites are run by volunteers and each county has a different variety of records and resources available. Contact the local genealogy or and historical societies and ask for their help.

Other records to look for:

  • Banns of marriage records. Look for a record of the banns in the church minutes or church bulletins.
  • Newspaper marriage announcements. Tip: Keep in mind when you’re searching a newspaper database and you find a listing for what appears to be the right family in the right area but the date is way off, be sure and check it out because it just may be a republishing of the news you were looking for! (Learn more about newspaper research in my book How to Find Your Family History in Newspapers.)

Links/Updates

FamilySearch. To search for marriage records by place, click on Search, then Catalog, then search by location. You’ll find both government and church marriage records listed here. Look at the county level for U.S. government records; look at the municipal level or under the Church records category for church marriage records.

USGenWeb

WorldCat

VitalChek

7 Great Ways to Use Your iPad for Genealogy and Family History

how to use your ipad for genealogyDid you know your iPad or tablet computer can be one of your best genealogy buddies? It makes it easy to access and share family trees, documents, and photos on-the-go. It can even help you gather NEW family history treasures: images, interviews and more.

However, iPads aren’t just miniature laptops.  They work differently and in very specific ways, depending on what apps you have. If your tablet time has been limited to playing Angry Birds and checking your email, then it’s time to check out these 7 great ways to use a mobile device like an iPad for genealogy:

1. Access family trees

Access your online family tree (and even make changes) with apps like those from Ancestry, FamilySearchMyHeritage and RootsMagic. Last we checked, Findmypast doesn’t have a mobile app, but its website is optimized for mobile devices (meaning it’s friendly to iPad users).

2. Take pictures

Snap digital images of old family documents, photos, memorabilia and artifacts when you visit relatives. From the iPad, you can upload and share them via Pinterest, Facebook, Instagram, email, or access them from your other computing devices via cloud-based storage such as Dropbox or iCloud. (Genealogy Gems Premium members may access the video tutorial, “A Genealogist’s Guide to Dropbox”).

3. Share your family history

Access old family pictures from your iPad to share with your relatives. You can put them right on your device’s hard drive, which makes them accessible even if you don’t have a wireless signal, but space on iPads is often limited. So make the most of your iPad’s ability to access cloud-based storage by putting your pictures in iCloud or on Dropbox.

4. Image new research finds

When you research your genealogy in libraries, use your iPad to take digital images instead of wasting time and money on photocopies. Image pages from a county or local history or take a snapshot (and a closeup) of a historical map. You can even take digital shots of microfilmed materials! Learn more here, and always get permission at each library before you start taking pictures.

5. Organize on your iPad

Keep track of all your genealogy sources with Evernote–and keep all your sources at your fingertips by using the Evernote app. My new Evernote for Genealogists Quick Research Guides, available both for Windows and Mac users, are cheat sheets that will help you start using Evernote immediately across multiple platforms.

6. Access podcasts, books and magazines on your iPad

Genealogy podcasts are the online equivalent of radio shows–all about family history! You’ll find tons of free, entertaining and informative content in:

Save genealogy and history e-books, magazines and pdfs to your iPad so you can read them anytime, anywhere. Click here for more on how to do this. What kinds of titles might you read? What about:

7. More tasks you can accomplish with your iPad

The best apps for genealogy are the ones that help you accomplish what you need to, not just the ones intended for family history use (like the free family history game Family House). For example, sometimes you need a quick magnifier and flashlight to better see old documents or photos–here’s a great app suggestion for that. Also, many of us find ourselves turning more frequently to YouTube. Well, there’s a YouTube app–click here for ideas on using it for genealogy.

Turn Your iPad into a Genealogy PowerhosueResources

Genealogy Gems FREE e-newsletter. Subscribe to keep up to date with iPad/tablet developments other tech topics for genealogists!

Turn Your iPad into a Genealogy Powerhouse by Lisa Louise Cooke, with an in-depth look at over 65 apps, 32 fabulous tricks and tips to make you a power iPad user (and not just for genealogy!) and “see it for yourself” demos in recommended online videos. It’s available in print and e-book.

Genealogy on the Go with the iPad instructional video, recently updated and re-released for Genealogy Gems Premium members

Find Genealogy Apps with the FamilySearch App Gallery

Mobile Friendly Search Results Come to Google

 

The iPad, PC and Android Phone Can All Play Nicely Together for Genealogy

www.geneaogygems.comThank you for sharing this page with others who may want to use a tablet or iPad for genealogy.

Family History Episode 23 – Using the Genealogical Proof Standard

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.

Originally published 2009

Republished March 18, 2014

[display_podcast]

Download the Show Notes for this Episode

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 2008-2009. So many people have asked about it, I’m bringing it back in weekly segments.

Episode 23: The GPS in Action: Using the Genealogical Proof  Standard

In episode 20, we talked about using the Genealogical Proof Standard (GPS), the powerful research process used by the professionals. This process ensures the quality, accuracy and success of our research. Researching by these standards now may save you going back and re-doing some of your hard work later down the road.

In today’s episode I’m going to help you put the GPS into concrete action with an example from my own research. And I have some downloadable free tools that will help you do the job! In this episode we also follow up with a listener question on how to export your family tree from Ancestry.com—see below for an updated link.

The GPS in Action

Wouldn’t it be nice to have a worksheet that prompts you through the GPS process and helps you keep track of everything and stay organized?  Well, I wanted something like that myself. I think we need more than just a blank form: we need and want a detailed worksheet that not only gives the area to record our findings, but also buy medication online usa incorporates all the key areas of the Genealogical Proof Standard so that we can be sure we aren’t missing anything.

I didn’t find something like this online so I created it myself.  Click on the Research Worksheets, under Links below, for both a filled-out sample version and a blank version that you can save to your computer.

According to the Board of Certification of Genealogists the 5 keys elements of the Genealogical Proof Standard are:

  • a reasonably exhaustive search
  • complete and accurate source citations
  • analysis and correlation of the collected information
  • resolution of any conflicting evidence
  • a soundly reasoned, coherently written conclusion

I’ve incorporated these elements while keep in mind Mark Tucker’s process map worksheet (see Links section below) into my Research Worksheet.

The Research Worksheet is divided into the following sections:

  • Research Objective
  • Known Facts
  • Working Hypothesis
  • Research Strategy
  • Identified Sources
  • Final Conclusions

In your conclusion which is called a Proof Argument you should:

  1. Explain the problem
  2. Review the known sources which you identified on your worksheet
  3. Present the evidence with source citations and the analysis of those sources
  4. Discuss any conflicting evidence.  This important because it may generate another search that needs to occur, or put to rest questions about evidence that on first glance looks conflicting.
  5. And finally summarize the main points of your research and state your conclusion.

Updates and Links

How to download your GEDCOM from Ancestry.com

Research Worksheet: Example

Research Worksheet: Blank Form

Correspondence Log

Mark Tucker’s GPS Flowchart

National Archives Facilities Closing

National Archives (US) facilities are closing or restructuring in three locations. But steps are being taken to maintain access (local or online) to the

National Archives, Washington, D.C. Wikimedia Commons Image by Edbrown05.

treasure trove of research materials at these facilities.

A recent press release states, “As part of ongoing budget adjustments, Archivist of the United States David S. Ferriero announced the permanent closure of three National Archives facilities.  This year, the National Archives facility in Anchorage, AK, will close and two facilities in the Philadelphia, PA, area will be consolidated to a single site.  Within the next two years, two Archives’ facilities in Fort Worth, TX, also will be consolidated to a single site.  These closures and consolidations will result in estimated annual cost savings of approximately .3 million.”

“The National Archives budget is devoted primarily to personnel and facilities, both of which are essential to our mission,” the Archivist stated.  “I recognize these cuts will be painful; however, we are committed to continuing to provide the best service to our customers and best working conditions for our staff nationwide.”

Here’s the scoop on each of the affected locations:

National Archives – Anchorage, AK, facility closing:

The National Archives’ facility in Anchorage, AK, will close permanently in FY 2014. The employees who work there will be offered positions at other National Archives facilities, with the National Archives paying relocation expenses. The less than 12,000 cubic feet of archival records in Alaska will be moved to the National Archives at Seattle, WA, where the National Archives will digitize these records so that they remain available to Alaskans through the internet. In addition, we will move approximately 7,500 cubic feet of records center holdings to Seattle, WA.

National Archives – Philadelphia, PA, facility consolidation:

The National Archives currently maintains two facilities in Philadelphia—a records center and archives at Townsend Road, and a small “storefront” archival facility at 900 Market Street in the city center.  These facilities are in the same commuting area, and archival records are currently moved between the two for research use. The Market Street facility will close in FY 2014, and those employees will move to Townsend Road or telework locations. The less than 5,000 cubic feet of archival records stored at Market Street will be moved to Townsend Road, where the majority of the archival records already are stored. The Townsend Road facility’s research room will be modified to better provide appropriate access to researchers, and community outreach programs will continue.

National Archives – Fort Worth, TX, facility consolidation:

The National Archives currently maintains two facilities in Fort Worth: a combined records center and archives at John Burgess Drive, and a smaller “storefront” facility at Montgomery Plaza. The National Archives will permanently close the Montgomery Plaza facility in FY 2016. All employees at the Montgomery Plaza location will move to John Burgess or telework locations. No original records are stored at Montgomery Plaza, and researchers will have continued access to archival records through the research room at John Burgess Drive.

What’s at National Archives facilities for family history researchers? Learn more here.

 

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