Research Family History and Organize Genealogy Records

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NEW - Today we’re answering a viewer question about the research and organization of family history records. It’s one thing to do genealogy research, but keeping organized is vital to breaking down brick walls and finding the records that answer your research question.
This video does have a handout. See below for how you can get the handout.
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TIMING
0:00 Intro
0:10 What happens after I’ve done my research?
1:44 Following along with the handout on research process
1:53 Step #1 Review what you have
2:54 Step #2 Start research notes & site sources
3:37 Step #3 Review hints - low hanging fruit
4:19 Step #4 What’s missing?
4:34 Step #5 Use Search Trifecta strategy
5:21 Step #6 Develop a research plan
5:41 Step #7 Plan your research & research your plan!
6:07 Step #8 Try the FAN Club method
6:22 Step #9 Member trees
7:16 Step #10 DNA Matches for clues
7:37 What is the GTV Academy All Access Plan?
8:22 Step #11 Research Notes formatting
9:48 Research notes are the most important document
10:07 Step #12 Transcribe documents
11:31 Step #13 Abstract from the transcription
11:50 Step #14 File folders and naming conventions
12:27 Step #15 Filing documents within a folder
13:03 How to file a document with multiple ancestors?
13:30 What are the next steps?
14:05 Join the Academy & promo code
14:42 Conclusion
I’m a professional genealogist who loves to teach with video. It's all about genealogy, family history, and DNA to research. Goal: Create the best free genealogy videos on RU-vid, teach genealogy research skills to build your family tree and research records. The best genealogy tutorial videos on “Genealogy TV” are about how to keep research notes, stay organized, genetic genealogy, find missing ancestors, find family history records, organizing DNA matches, and more.
#Genealogy #GenealogyTV #FamilyHistory
Music Credits for Song on Word Tree Open
Circus Waltz Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
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Опубликовано:

11 июл 2024

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Комментарии : 46

@marlaynachristensen2950 3 месяца назад

Thanks!

@GenealogyTV 3 месяца назад

Wow... thanks for the Super Thanks! I do appreciate it.

@vm1776 8 месяцев назад

records don't agree. yeah, I"m embarrased to have realized in the last couple weeks of a basic mistake I made. I was told I was born in town X at St Luke's Hospital. Well, it turns out that the hospital's name is ST Luke's Hospital X, but it's actually in town Y. So when I was married 25 years ago and answered where I was born, I wasn't required to show proof and I said town X. In the last couple of weeks, I had to show my birth certificate for something and noticed it said town Y, so I was confused and looked into it learning that the hospital is in town Y. I recently ordered birth certificates for direct ancestors and learned that my grandfather was also born in town Y, but census, marriage certificate, death certificate, and obituary all say town X; I wonder if he was born in that hospital too. Mistakes happen, but I'm a little embarrased to realize that I made this mistake and put this error in my marriage license; we think of people knowing info about themselves and being a trusted source for it, but of course when it comes to our birth, we only know what we're told.

@GenealogyTV 8 месяцев назад

Look into border changes. Cound the towns have had different borders at one time? Just a thought.

@t4txt4tn69 8 месяцев назад

For source citation I hilite and copy it from the web page then right-click on the document image after saving it to my computer. Choose Property tab then paste into Comment section. This is called “metadata” available for jpg images. It stays with the image.

@sandywalkenhorst1311 8 месяцев назад

This is great! Thank you!

@grantfahlman1815 8 месяцев назад

That is brilliant; thank you for sharing such a great tip/idea!

@kellyfootekf 8 месяцев назад

That is a good idea.

@GenealogyTV 8 месяцев назад

Great idea.

@LanceHall 8 месяцев назад

I have surname folders and then subfolders for counties. For example "Williams" and then a subfolder "TX, Collin county". This is where you put all the deed and county court docs and sometimes tax rolls. My surname folder also has a subfolder called "newspapers" and this is where obituaries and notices go. The actual deed or tax records I change the name to like "1805 KY, Clark - Tax Roll Book A (55) - Walter Burris". The 55 refers to the frame number used on the LDS website. For deeds I add both the frame number and actuall page number on the document. You want to keep the year in the name so that it all sorts chronologically.

@PragmaticPerson 6 месяцев назад

Backup, backup, backup! Add this as a step. I keep paper copies often, just in case.

@matttolmanaz 7 месяцев назад

I did one on one with Connie for about a year. I can tell the tips she gives really work. Do I do them exactly the way she teaches no. What learned from has help develope my own still that works. This was a good reminder video of what I was skipping. Now I'm rethinking some things. Thank you.

@GenealogyTV 7 месяцев назад

Ah thanks Matt. You're very kind.

@sandyd-h9563 8 месяцев назад

I use Ancestry UK and for extra research I use Find My Past and Scotlands People.

@lizsmith7816 8 месяцев назад

Connie, respectfully, I don’t think you answered his question: How do you attach source information to a document? As a fairly experienced researcher, I go through all the research steps and keep research notes. But I would love to figure out a way to digitally add a citation to each document downloaded, so that when I open it, I can immediately see exactly where it came from. I usually add some of that in the file name: Bath Co., KY Deed Book C-pg 100. However, I would like to add a full citation, so I don’t have to rewrite it every time when referenced in research notes for multiple ancestors or when writing proof arguments or when corresponding with fellow researchers. I include the citation in my research notes, but it would be nice not to have to dig through the notes to find one citation. I hope I’m making sense. There has to be a way…

@GenealogyTV 8 месяцев назад

Fair. Through several emails with this person, I was under the impression that I did answer it, but perhaps not. Good observation on your part.

@GenealogyTV 8 месяцев назад

Thanks for your continued support Liz. I do appreciate it and the feedback.

@any1butclinton 8 месяцев назад

I typically add the source citation to the document/image metadata. In my Research Notes, if I reference that document as the source, then in the Source Citation, I'll add a link to its location (in most cases, on my hard drive but it could also be linked to external sources).

@debbeb4499 8 месяцев назад

This is also a problem with photos when you have, say, a large family group and want to identify all of them but the caption space does not have sufficient room for all of the names. This is also a problem (for me, anyway) with an Excel spreadsheet when I want to put comments that pertain to an entry or multiple entries and there is nowhere to put the comments.

@catsknit23 8 месяцев назад

@@debbeb4499 for photos, you can insert a copy on a Word document, then add your information, save it and name the document similarly to the actual photo so they will stay together in a folder

@jenniferdaniels701 8 месяцев назад

I take screenshots of newspaper articles, and make sure I keep the name of the paper and date. If I didn't get it through Ancestry, I get the link, too. In a binder of things I printed, I have a section for multiple families- two people, one on my mom's side, and one on dad's- seem to have been involved in the same groups, their names keep popping up in the same news article.

@tamimills3451 7 месяцев назад

Connie, I noticed at minutes 12:42 in this video, you have three separate documents for Christopher Madsen. They are the Research Notes, Research Log and Source Citations. Why all three documents? Aren't the citations in the research notes and isn't the research notes like a research log? What am I missing?

@GenealogyTV 7 месяцев назад

Typically I only do the Research Notes with source citations and details about where to research next (kind of a 3-fer one doc). I was doing some very deep dive research on that ancestor and was putting all the citations in one place for easy capture. Just ignore that, it was just a reference note for myself. Personally I don't like research logs. I don't use them unless I'm going to SLC or some archive to do research on location. For the at home genealogist, I think they are a waste of time.

@tamimills3451 7 месяцев назад

Thank you for the explanation. I have been using your research note template and thought I had misunderstood something. I struggled with research logs and discovered the notes filled that gap nicely for me.

@carolcoopertaylor 8 месяцев назад

I never duplicate documents. Link to it, so you don't have to make amendments to more than one document.

@sandywalkenhorst1311 8 месяцев назад

I feel like you did not exactly answer this person's question. As I heard the question, I believe that part of the problem is that once he renames and saves the document, the source is no longer attached. If you click print on Ancestry, it asks you if you want to include the source information. You click yes, and you generate a page attached to the image that has the source information. Also, attaching the document to your tree will give you the source information and be forever attached to that document. I download and print and attach. Can't be too careful, right?

@GenealogyTV 8 месяцев назад

Good point. I had replied to the email and he seemed satisfied, but perhaps I misunderstood the question. Good tips. Thanks for sharing.

@lizsmith7816 7 месяцев назад

Great idea! I don't usually print things out, though--I used to, but ended up with stacks of papers that never got filed away. BUT I print to PDF and save the PDF file to my surname folders. Image AND source information all in one file! LOVE IT!

@SuzaGotye 5 месяцев назад

Wow, I'm screwed

@jimmiewhitt7605 7 месяцев назад

When making file folders (#14) for Ancestors do I include the spouse and children's info in the folder with the wife/mother or do separate file folders for them? If so how do I list them?

@GenealogyTV 7 месяцев назад

I use a separate file DER for each person in most cases.

@corneliusdavis6374 8 месяцев назад

Where can I find asset on ancestry

@richardpaz1919 8 месяцев назад

is there any easier way for?... So I want to make a master excel sheet with all the people on my tree and just see if I have at least a record or a mention in a record for all of the people on my tree? Is there any easier way to do this than going to all the listed of all people on my tree and Comand all all of them? is there a program that I can use that can do this for me that I can use that'll tell me if I have at least one record for them?

@GenealogyTV 8 месяцев назад

I'm not clear on what you're trying to achieve. Many have asked for a print of all ancestors in list format. You could use Family Tree Maker to filter, print, export and such, but I would not sync it with Ancestry, but instead download a Gedcom file then open it in FTM. Then you could print to a PDF a "persons report" (starting with yourself). Once you capture that report, you could search it for any of the details you're looking for. Actually, you can search within FTM for the details without the need to export a persons report.

@richardpaz1919 8 месяцев назад

@@GenealogyTV Hello, Thanks I don't have FTM ill have to look into it!! thanks for the tip. I wish I could send you a video of what I mean bummer.

@mikeh704 6 месяцев назад

At 10:10 you say to transcribe documents into Research Notes but later at 11:10 you say that when you transcribe something it is a Stand-Alone document. I'm not sure whether the transcribed document goes in the Research Notes or not.

@GenealogyTV 6 месяцев назад

Sorry for the confusion... the transcription is a stand alone document. You want to abstract the information from the transcription into your research notes. See this video about how to transcribe and abstract documents "How to Transcribe and Abstract a Document" ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-_tJJuVhOy1k.html

@user-ew3to6sn4k 6 месяцев назад

We pay every month but can not get handouts.

@GenealogyTV 5 месяцев назад

Are you a channel member on RU-vid? If you are, this is not the account you are subscribed to. You might have two different accounts. This happened to me. I had two accounts and didn't know it. You can contact me through my website and we can figure it out. genealogytv.org/contact/

@empressspace8110 7 месяцев назад

What if you don't have alot of information bec you grew up in foster care and your separate from your family.

@GenealogyTV 7 месяцев назад

I would definitely take a DNA test at Ancestry.

@caroldunk.3481 8 месяцев назад

So, here is a question? What do you do when someone has taken all your info from a searchable but private tree and made it theirs and you have proven that you are NOT related? What do you do when this person is going as far as posting everyones Social Security in their tree?. Then they block you so you are not able to contact this person. I have had to make my tree completely unsearchable from this moron but he has taken info from others I have shared info with. Ancestry needs to make some serious security changes to their web site.