Organize Your Family History

Stay focused and happy while exploring your roots

How important are formal citations?

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I may be opening up a can of worms here, but a conversation in the comments of my post about accountability for research logs has me pondering the question again.

How important is it for the hobbyist genealogist to use properly formatted citations?

(Please understand that my question is about the format of source citations, not about whether we should cite sources. I absolutely believe every fact should be backed up by at least one source.)

I think many folks would agree that Elizabeth Shown Mills’ book Evidence Explained is the gold standard source citations. I own Evidence Explained and I do consult it occasionally. But generally I relax the rules for myself. I make sure that my citations would allow me to find the source again and I typically use the citation templates found in my Reunion software.

Basically, I want to make sure that it’s easy to cite sources so that I always cite them. If I’m hung on doing it right, I may put off citing the source, which does not do me any good.  So, for example, I used templates in Reunion to create this census citation, associated with a fact in the record of my 3d great grandparents, Joseph and Mary Price:

“1870 U.S. Census,” Pleasant Gap, Bates, Missouri, 25 Jun 1870, Ancestry.com, 4 April 2014.

The 1870 date is the date the census was taken, and the 2014 date is the date I first viewed it. If I needed to find it again, I think I could.

So I’m curious: what do you do? Do you use formal citations are are you more casual? If you don’t use Evidence Explained, do you have another source you swear by?

If you think I’m making a mistake by not being more formal, feel free to tell me!

How I’m using Evernote for genealogy

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Evernote logoI have to admit I have been a slow adopter of Evernote. In 2013 and 2014 I posted here about how I wanted to give Evernote a(nother) try to help me organize certain aspects of my genealogy research. Well, it’s two years later and I’m happy to report that I am actually using Evernote to help organize a bunch of things in my life, including certain aspects of my genealogy research. I’ve become a big fan, though no one would describe me as a power user.

I thought it might be helpful to some people for me to describe how I’m using it for genealogy. Before I do, though, I want to emphasize that this isn’t the best way or the only way to use Evernote. It’s just the way I’m using it. And it will no doubt evolve.

So here’s a source list of ways I use Evernote in my genealogy life:

  1. Research log. I have a very simple template in Evernote in which I jot down what I’ve researched that session. Full disclosure: I don’t do it each and every session; I just do it when it feels right. Evernote makes it very easy.
  2. Genealogy task list. I have a notebook (in my Genealogy stack) called Genealogy clues/puzzles to check out. That’s where I make note of the things that come up that I don’t want to explore at the moment. I helps me stay focused on the task at hand.
  3. Source documentation project. As I described last month, I’m systematically reexamining all my sources in Reunion, verifying them, checking citations, ensuring that I’ve gleaned all the information I can out of them and adding images of each source to the citation. I keep the list in Evernote and check it off as I go.
  4. Keeping track of resources. I have a notebook called Genealogy resources where I clip interesting websites. Do I go back and look at it a lot? Not so much. But when I do there are usually some treasures in there. And clipping it means I don’t have to try to remember it, which frees up my mind.
  5. Genealogy travel. When I’m planning a research or cemetery trip, I keep notes about hotels, logistics, things to remember to pack, etc.
  6. Blog post ideas. I jot down ideas for this blog and my organizing blog when they occur to me. I consult it when I don’t know what to write. Which is quite often.

I don’t store my genealogy research in Evernote. After the 2015 National Genealogical Society meeting where I heard a detailed talk on using Evernote for genealogy, I briefly tried storing images of the genealogy documents I’d downloaded (census records, vital records, etc) in Evernote. I abandoned that as too labor intensive (though I can see the sense in it because it makes those documents exquisitely accessible). Instead, I attach those documents to the source citation in Reunion on my Mac.

In short, Evernote has become indispensable to me. It’s my go-to place to store and retrieve all manner of things (and I use it a whole lot for non-genealogy purposes as well). I pay for the premium version, so that I can access it when I’m not online. The price for the premium version just went up from $50 to $70 a year. I like it enough that I didn’t even consider not renewing because of the price hike.

Evernote is such a robust platform that I know I could be taking better advantage of it. And in a year I might be using it entirely differently. But right now it’s meeting my needs quite nicely.

How do you use Evernote for your genealogy research?

Looking forward to next weekend’s Midwestern Roots conference

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On Thursday, I head to Indianapolis for the Midwestern Roots Family History and Genealogy conference. I’m very excited. I see that it’s sold out! I’m sure it will be a stimulating, educational experience. I love conferences in general and especially love  genealogy conferences. I haven’t been to one in almost a year, so I feel past due!

The syllabus was posted yesterday and I just checked it out. I’m all the more excited! It looks like a terrific program. I see that there are a couple of sessions that will help me make the most of my week-long research trip to the Allen County Public Library next week. I’m so happy about that.

I saved the PDF of the syllabus to Evernote for easy access during the conference on my computer and phone, so I feel like I’m all set. (Hint for people who have registered: The password to open the syllabus is in the reservation acknowledgement email, with the subject line “IHS Confirmation.” It took me a minute to find it so I thought I’d save you the trouble.)

When I registered, I posted here and heard from a few readers who are also attending. I’ll be getting in touch this week to arrange to get together. If you’re attending and you’d like to meet (and we haven’t already communicated about it), please leave a comment or send me an email.

I’m very excited about this learning opportunity. And I look forward to multiplying the benefit by meeting readers of this blog!

Are you watching Roots?

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Are you watching Roots?

Malachi Kirby as Kunta Kinte

In 1977, when the history-making miniseries Roots, based on the novel by Alex Haley (which was based on his genealogy research), first aired I was in junior high. And I was glued to my television all eight nights. I remember being awed and moved by the production. I even made a scrapbook of it, containing clippings from TV Guide.

So when I learned that A&E was making a new version of Roots and that it would air four nights in a row starting on Memorial Day, I cleared my calendar. I watched last night and was riveted. The production is lush. The acting is terrific. And the story of this country’s history of slavery told through the eyes of many generations of one family, is so moving and important.

It made me want to know more about the lives (not just the names and dates) of more of my ancestors. And isn’t that what genealogy is about?

I don’t have cable TV; I cut the cord five years ago. Roots is airing on the cable network the History Channel and is also being shown on sister networks Lifetime and A&E. I didn’t want to have to wait for it to be streamed Netflix or Hulu or some other streaming channel where I watch most of my TV. So I signed up for a 7-day free trial of Sling TV. It allows you to watch live presentations of dozens cable TV networks, including History. It also allows for some on-demand viewing. The cost for Sling after the free trial is $20 a month. I’ll be weighing whether I will keep it, but for this week I am so grateful to have access to Roots.

Roots can be uncomfortable to watch at times. There were moments in last night’s broadcast where I had to close my eyes. And even one moment where I had to squeeze my eyes shut while covering my ears and humming. But I think it’s important viewing and I hope that the generations after me who missed out on the 1977 broadcast (or who tried to watch it later and found its production values outdated) will watch.

If you missed it last night, you’re not too late to start. The first episode is being re-aired tonight at 5:45 pm central time, right before the broadcast of the second episode. And it’s also available to watch on the History Channel’s website right now.

Genealogy is about the history of our family’s. Alex Haley’s family’s story (even though it was fictionalized) encompasses part of our country’s history that I’m not proud of. But it’s important to remember and acknowledge it. I encourage you to watch.