Organize Your Family History

Stay focused and happy while exploring your roots

Highlights of the NGS conference

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I was so glad I attended last week’s family history conference from the National Genealogical Society. It was a terrific conference for me. I attended NGS four years ago, the last time it was in the St. Louis area, but I got more out of this year. I think that’s because I’m further along in my research so the more advanced classes were more helpful to me. Sometimes we hear talks that we need to hear just at the right time.

Over the course of four days, I attended 14 classes. My brain hurt a little at the end! I used the terrific NGS app to select my classes before the conference and I was so grateful that I didn’t have to make on-the-spot decisions. I did a great job of selecting because all the classes I took, except one, were very helpful.

One highlight of the conference was attending four classes taught by Elizabeth Shown Mills. Of course I was familiar with her work (Evidence Explained is legendary!) but I don’t think I’d ever actually listened to her speak, certainly not in person. Without exception, all of her classes were excellent, but her class on Context was mindset-shifting. She offered an explanation for why context is so important, along with specific suggestions for how to find context for our ancestors’ lives. I was so grateful for the opportunity to briefly chat with Elizabeth after that session and tell her how valuable I thought it was.

Elizabeth sets some impressively high standards but if I can strive to come close to them, I know I will be upping my game.

Another highlight of the conference was meeting up with some blog readers as well as talking with a podcast listener. And I met some really terrific folks just by sitting next to them in sessions.

I’m planning to take a research trip to Kentucky next month and many of the classes fed right into that. I took classes on planning a research trip, on Kentucky resources, on locating obscure and hidden resources, and of course the class on context. Also helpful will be the classes on breaking through brick walls (which Elizabeth Shown Mills prefers to call stone walls–more on that in a future post). I hope to do some thorough preparation so that I can make the best use of the local resources when I’m in Kentucky.

Next year’s NGS conference will be held in Salt Lake City from May 20 to 23, 2020. Based on the quality of this year’s conference, I’m planning to attend! If you’ve ever wondered whether going to a genealogy conference was worth the time, expense and effort, for me the answer is most assuredly yes.

Organizing your family history research with Zotero

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I interviewed the author of this guest post, Donna Cox Baker, in my How They Do It series last year. In it, she mentioned she used Zotero, which I had not been familiar with, to organize her genealogy research. I asked her to write a guest post about Zotero and here it is! I haven’t checked out Zotero yet, but I very much appreciate reading Donna’s perspective as a Zotero power user. For more information, check out Donna’s book, Zotero for Genealogy.

I want to thank Janine for offering me the chance to expand on the wonders of Zotero. It is the core of my genealogical research, as it once was in my doctoral research.

With thousands of resources to cite in my doctoral research, Zotero sold me the minute I experienced the “Zotero Connector” add-on. The connector is an extension for web browsers that allows you to click a single button and extract citation data from any number of places it appears, even Amazon. The citation for virtually anything that appears in a library catalog online can be stored in your Zotero database in less than a second.

Through another extension, Zotero can be linked to Microsoft Word. You can create your footnotes and bibliography straight from Zotero, letting it format the citation.

Discovering Zotero for genealogy

Well, that was graduate school. Within minutes of finishing the dissertation, I had pulled out my long-neglected genealogy box, and got back to the thing that first made me care about history.

Our family tree solutions—like Family Tree Maker, Ancestry.com, Legacy, RootMagic, MyHeritage, and so forth—give us adequate ways to document individual facts. We add a birthdate to an ancestor’s profile and cite the source. But research—what I call Big-R Research—starts way before the individual facts and goes much bigger than an isolated birthdate.

Genealogists have file cabinets full of Big-R Research, if we’re doing true family history, and not just filling in the blanks on a chart. We want to know about where our people lived and how they lived. We want road maps of their communities and the minutes kept at their church’s business meetings. We want photographs and letters and court transcripts that fill in the story. Our research can fill a room.

It doesn’t have to fill a room, though. It can take up gigabytes, instead. But we need a tool to store and retrieve it. My search for a proper Big-R Research tool began.

I tried OneNote, then Evernote, but I continued to feel a nervous sense of distrust. Would the structure hold together? Was it portable to other tools?

Then it hit me. I already had the tool I needed. It was tried and sure. It was both structured and flexible, controlled but expansive. Zotero would be great for genealogy!

Before I get into the reasons it is great, let me be transparent in this: it was not made for genealogy or by genealogists. I’ve developed tweaks here and there to deal with the differences between history and genealogy. You will not dump perfectly formatted Evidence Explained citations from Zotero (or most other tools I’ve tried). But you can come pretty close. And I’m working on some technical tweaks that will get us even closer.

Why Zotero matters

Zotero is great for genealogy for all of these reasons and more:

  • It is free, with the stability and support of a university backing it up. Even if you are syncing to the Zotero cloud, you can do that for years on free storage, before you have to buy some. And when you do buy storage, it’s inexpensive and unlimited.
  • It provides the structure missing from tools like OneNote and EverNote, but brings substantial flexibility, along with the structure.
  • It can add most catalogued online source citations to your Zotero library with one click.
  • It can organize and provide one-click access to the thousands of documents, spreadsheets, photographs, and other files you have saved to your hard drive. In essence, it can draw all those files together into a uniform, organized system. Zotero becomes your door to all you have collected.
  • It allows you to create a record once but to file it in as many folders as you want without taking up significant extra space. You make a change once, and it changes in every folder.
  • You can find things rapidly, even if you only have vague memories of having long ago found a document that might be of use in solving a new genealogical problem.
  • It will sync to the cloud, allowing you to access your work at Zotero.org, wherever you have Wifi access.
  • It can replace your to-do list and your research log with something more efficient and always accessible.
  • It allows you to set up group arrangements, so multiple people can collaborate together on a research collection.
  • It can import from and export to a number of other bibliographic managers or databases, making it portable and survivable in a changing world.
  • And while you are in Zotero every day anyway, why not store personal things there? How about storing recipes, your journal, articles about financial management in retirement. It can be your photo album. It can even store every article coming out of an RSS feed you have subscribed to.

Giving it a try

Since Zotero is free, you can try it with no risk. In fact, I encourage you to take up the challenge I offered to the readers of The Golden Egg Genealogist blog not long ago. I asked them to test out the one feature that sold me utterly and forever on Zotero: its ability to grab citations from online sources like Amazon and your local library catalog. Here’s the article: Instant citations: Zotero’s magic bullet.

I’ve also set up an online discussion forum at the Zotero for Genealogy website. It is growing fast, and we are teaching each other how to handle citations and research organization with maximum efficiency. Join us there for free.

If you want guidance in the use of Zotero, I have written the book I wish someone had given me ten years ago, as I struggled to organize my history research for school. It’s called Zotero for Genealogy: Harnessing the Power of Your Research and debuted in January 2019 as Amazon’s “#1 New Release in Genealogy.” You can find it on Amazon or at my online store. In fact, there is a free excerpt of the book there, if you want to check it out.

I hope to see the field of genealogy moving to Zotero in large numbers. Give it a try!

A special gift for a genealogy lover

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I’m not a big gift giver and I when I do give gifts, I prefer to give experiences, rather than stuff. (I see how hard it is for my clients to let go of items that were gifts and I don’t want to burden anyone with that.)

But I dearly love one piece of jewelry that I bought myself as a gift. It’s the Original Family Tree Necklace from Lisa Leonard Designs. She creates custom, hand-stamped jewelry. This necklace is meant for moms, I think, to include the first names of their children. But I chose to have my grandparents’ surnames printed on the necklace.

I think it’s pretty and when I wear it, I feel connected to my family. If you ever see me at a genealogy conference, you’ll probably see it hanging around my neck.

As the gift-giving season approaches, I thought I’d mention it now in case you have a genealogy lover on your gift list. It also makes a good gift to give yourself!

When I bought mine (pictured here), it was being offered in pewter. Now it’s in sterling silver (and therefore more expensive). Lisa Leonard offers discounts all the time. In fact as I write this, there’s a 30 percent discount available, which brings the price down to $90 for the shorter chains. I love mine so much I just had to share!

Using Family Search to find images referenced on Ancestry (screencast)

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Today I was doing some research on Ancestry. (I’ve finished my backlog project and have lifted my ban on searching–more on that in a future post.) I was looking for a death certificate for my grandmother’s sister whom I had just learned through Find A Grave had died at the age of six, in 1922.

A simple Birth/Marriage/Death records search produced a collection called Washington, Select Death Certificates, 1907-1960, but when I clicked on it, it said “No Image Text-only collection.” (A picture of that screen is at the top of this post.) I saw that there was a FHL film number, so I went to Family Search to try to track down the document.

I was successful in finding an image of the death certificate, though I had to jump through a few hoops. After I successfully downloaded and processed it, I decided to do a screencast of the process, in case it help someone here.

Here’s the screencast:

A quick summary is that I searched on the film number in the catalog at Family Search, then when I got another No Image Available message there, I drilled down further to the actual microfilm number mentioned on Ancestry and did another search. That brought up the image. If it hadn’t, I would have gone to the image number (listed in the initial search result at Family Search) in that digitized microfilm. Bottom line: don’t give up if you’re told an image isn’t available!

You can find more information on using Family Search’s card catalog in this post from a year ago: Using the card catalog to find elusive documents on Family Search. And if you’re interested in how I processed that death certificate after I downloaded it, check out the blog post How I process a downloaded document.