Category Archives: Genealogical Education

Next Round of Mastering Genealogical Proof Study Groups are Forming!

Genealogical Education, Presentations and Events, Skill Building,

Our next round of Mastering Genealogical Proof study groups is forming! We are studying the book by Tom Jones and working through the workbook questions. These two groups will be lead by Cyndi Ingle (of Cyndi’s List). Here are the details:

  • There will be two sessions: Wednesday daytime at 3pm Eastern, and Wednesday evenings at 7pm Eastern (so adjust for your time zone), both being led by Cyndi Ingle. Beginning October 5 – November 16, 2022 (7 weeks, plus optional 8th week). Each class will be about an hour.
  • We will meet on Zoom.
  • Cost for the course: $75
  • You will need to have the book, Mastering Genealogical Proof by Tom Jones. It can be purchased on Amazon or through the National Genealogical Society if you don’t already have it.
  • There are questions in the book that we will use to guide discussion. Reading the chapter and answering the discussion questions will prepare you for each week’s class.
  • For first half (or so) of each class session, we will present/recap the principles for that week (we’ll have slides).
  • The second half will be going over the discussion questions.
  • There will also be a private Facebook group for this class only so you can ask questions and discuss issues in-between class sessions.
  • Class size is limited to 25.

Choose either of these two times, click the link to register:

We look forward to studying with you!

If this session does not work for you, we will be holding the next session in 2023. To be notified when registration opens for the next session, please click this link to sign up for the waitlist. (This waitlist is just a way for us to collect your email so we can notify you of registration and is not a guarantee of a seat in the class.)

Mastering Genealogical Documentation Study Group Now Forming!

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The Mastering Genealogical Documentation Study Group is back! Registration is now open!

Mastering Genealogical Documentation, a Seven-Week Beginning Principles Course, lead by Cyndi Ingle of Cyndi’s List. (Cari is on a hiatus this time around.) The course runs from August 3, 2022 through September 21, 2022 – 7 weeks, plus an optional 8th week to review optional homework. The fee is US$75.00. You must own a copy of Mastering Genealogical Documentation, available through NGS.

There will be three different sessions to choose from:

  1. Wednesday daytime at Noon Pacific/3pm Eastern (Register Here)
  2. Wednesday evening at 4pm Pacific/7pm Eastern (Register Here)
  3. Thursday daytime at 1pm Pacific/4pm Eastern (Register Here)

Each class will be about an hour and a half, but sometimes may go over that if the discussion requires it. This is for those who have never studied this book before. We will be studying this from a beginner or slightly intermediate level. It is recommended that you have studied the book Mastering Genealogical Proof, but not a requirement for taking this class. If you’ve done one of these groups before and want a refresher, that’s ok too! I will take 25 students in each class.

Study group details are here.

GRIP 2022

Genealogical Education

I just wanted to share a quick update about the course I am coordinating this summer at the Genealogical Research Institute of Pittsburgh. The course is called “Following Ancestors in Time and Place” and is being taught by myself and four top instructors in the field. The theme is to sort of take a journey with your ancestors, from the time they move into the country, through their earliest connections with religion, through examination of their migration and transportation through the U.S, important methodologies researchers need to follow those ancestors, finalized by getting yourself and your research organized.

Besides myself you will learn from:

  • Cyndi Ingle
  • Rev. David McDonald, DMin
  • Paula Stuart-Warren, CG, FMGS, FUGA
  • Rich Venezia

The course is being held virtually June 19 -24, 2022. For the full course description and schedule, and to register for one of the few remaining seats, click here.

I will also be teaching two sessions in Paula Stuart-Warren’s course “Digging Deeper” which will be held 10-15 July 2022, also virtually. Course instructors include myself and:

  • Cyndi Ingle
  • Debbie Mieszala, CG
  • Paula Stuart-Warren, CG

For the full course description and schedule, and to register for this course, click here.

I hope to see you this summer! These two course are fun and I’m looking forward to another fantastic time at GRIP!

NGSQ Study Groups for 2022

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Can you believe it is only a couple of weeks away until 2022? I can’t. This year has gone so slowly that I’m shocked to find us at the end of it.

Our NGSQ (National Genealogical Society Quarterly) study groups are forming for 2022 and we still have a few seats left! These discussions are run by Cyndi Ingle (of Cyndi’s List) and myself and between the two of us, we offer 4 different time slots.

We have worksheets that help us breakdown and discuss the articles. Also, each month you get 5-6 unique questions for that particular article to help lead the discussion. We focus on principles found in the book Mastering Genealogical Proof so we are covering the elements of the Genealogical Proof Standard from each article. We also host private Facebook Groups to facilitate discussion between sessions.

You can find more information and sign up at this page: https://genealogypants.com/research-and-consultation-services/classes-and-study-groups/

Just click on the section you are interested in to get more details.

We will be sending out more information to those of you who have signed up very soon. We hope to see you in 2022!

I’m a student this week!

Genealogical Education

Hi readers… this week I get the unusual opportunity to be a student! So often I’m teaching during institute and conference weeks. This week I am taking David Rencher’s Irish course through IGHR. And working on my own genealogy for once!

We will resume with the Locality Guide series next week.

Next Mastering Genealogical Proof Study Groups Forming

Genealogical Education,

Registration is now open for the next Mastering Genealogical Proof study group which begins on April 21, 2021. If you are interested, now is the time to register! The class information is as follows:

This will be a beginner/low-intermediate level class to study the book Mastering Genealogical Proof by Tom Jones. We will cover the principles outlined in the book as well as discuss the workbook questions.

Details of the course (PLEASE READ):

  • There will be two sessions: Wednesday daytime (lead by Cyndi Ingle of Cyndi’s List), at 3pm Eastern, and Wednesday evenings (lead by Cari Taplin) at 8pm Eastern (so adjust for your time zone). Beginning April 21, 2021 and ending June 2, 2021 (so 7 weeks total). Each class will be about an hour.
  • We will meet on Zoom. 
  • Cost for the course: $50
  • You will need to have the book, Mastering Genealogical Proof. It can be purchased on Amazon or through the National Genealogical Society if you don’t already have it.
  • There are questions in the book that we will use to guide discussion. Reading the chapter and answering the discussion questions will prepare you for each week’s class.
  • For first half (or so) of each class session, I will present/recap the principles for that week (I’ll have slides).
  • The second half will be going over the discussion questions.
  • There will also be a private Facebook group for this class only so you can ask questions and discuss issues in-between class sessions.
  • Class size is limited to 25.

If you are interested, please sign up for the class time you are interested in:

Wednesdays, 3pm Eastern (with Cyndi): https://checkout.square.site/merchant/ZR9R1ZQPYQB26/checkout/OBWHBLEU5VJITZ2S4N2YCQ5M

Wednesdays, 8pm Eastern (with Cari): https://checkout.square.site/merchant/ZR9R1ZQPYQB26/checkout/6IXPC72D2U242JANRANHAYXN

We look forward to studying with you!

NOTE: If this session does not work for you, we will be holding the next session beginning on October 6, 2021. To be notified when registration opens for the next session, please click this link to sign up for the waitlist.

GRIP Registration Opens Today!

Announcements, Genealogical Education, Genealogy Program

Just a quick note to let you know that registration for the Genealogical Research Institute of Pittsburgh (GRIP) opens today! Click HERE for more information.

I will be coordinating a course about Great Lakes research titled “The Spirit of the Inland Seas” with the wonderfully experienced and fun teachers such as Paula Stuart Warren, Cyndi Ingle, and Judy G. Russell.

I will also be teaching in Paula Stuart Warren’s course “Digging Deeper: Records, Tools, and Skills.” I will present on the topics of probate records and PERSI.

Registration opens today, Wednesday, February 17th, at Noon Eastern for June courses and 2 PM Eastern for July courses. I hope to see you there!

Beginning Concepts: Genealogical Education

Beginning Concepts, Genealogical Education,

I cannot stress enough the importance of continuing education for genealogists whether you consider yourself a beginner, a hobbyist, a professional, an advanced researcher…whatever. There is always more to learn! And different people have different ways of doing things and their ideas or variations on methodology may make more sense to you and help you break through research challenges.

My setup at one of the genealogical institutes I attended.

If 2020, and it looks like a large portion of 2021, have done anything, they have brought genealogy education to our fingertips. Because of the COVID-19 pandemic, many educational opportunities, both large and small, have been made accessible to participants across the world. With our digital world and platforms like Zoom, we have had so many opportunities than we have ever had before. With so many week-long institutes, multi-day conferences, and day-long seminars going virtual, so many more people have been able to participate. Think about those who can’t travel for whatever reason (disability, finances, family obligations, etc.) and those who want to attend everything but can’t due to travel and time and finances. I do hope we keep offering virtual options as our world returns to whatever “normal” is after this.

My advice for genealogical education has several steps or layers:

  1. Identify where your skills and knowledge are lacking. This could be a long or short list, but determine where you’d like to grow, and write it down.
  2. Identify places that have classes, webinars, institute courses, etc. that cover those topics.
  3. Make a plan as to when you can attend those classes. Some things are available all the time (webinars at Legacy Family Tree Webinars, for example, are available 24/7 by subscription). Some are available only once per year, or rotate every couple of years. You might find books or articles on the subject(s) as well.
  4. Join a local genealogical society. EVEN if your research is not in the place where you live. Most genealogical societies offer classes, monthly lectures on various topics, and a social network of other genealogists that can help you. Many local societies are offering virtual meetings currently so see what is available in your area.
  5. Join the genealogical society (societies) in the places where you DO research. You will benefit from their newsletters, journals, blogs, monthly meetings (if they are virtual), and any other member benefits they offer. But they have the local knowledge!
  6. Join a state, regional or national society. I recommend the National Genealogical Society, the Utah Genealogical Association, the New England Historic Genealogical Society, the New York Genealogical and Biographical Society, or a state society in the area of your research. I am a member of the Ohio Genealogical Society, for example.

For a complete list of genealogical education opportunities, visit Cyndi’s List: https://cyndislist.com/education/ where you can find so much information on genealogical classes, course, study groups, institutes, webinars, books, and so on.

Family history is an important part of our identity; the more we understand our heritage, the more we understand ourselves. And I hope, whether you are a beginner or have been doing this for a long time, you found some useful items in this Beginning Concepts series.

Five Goals You Should Set for 2020: Part 2, Set an Education Plan

Genealogical Education, Genealogical Goals, , , ,

Continuing education is an important part of any vocation or hobby. Keeping up with the latest developments, learning about new topics, and strengthening areas you are weak in are vital for growth and development. So, let’s look at developing a genealogy education plan.

First, you’ll need to do some self-assessment. There are ways to go about this, usually, they are quite individual so take my process for what you can and adapt to what will work for you. Typically, I ask myself these three questions:

  • Where am I weakest in terms of record type, geographic area (that applies to my research or client work), ethnic group, or methodology?
  • What research (usually personal, not client-related) do I want to expand? And what kinds of education do I need to do that (usually geography related)?
  • Are there areas in my business where I need help, more information, a better system, or another area where I can find a class or webinar to help me improve?

Then, I examine the lecture, webinar, institutes, conferences, and other opportunities to IMG_3920_1024fill in those blanks. I will also seek out books, articles, blog posts, past webinars, and YouTube videos that might help start my education in that area.

Over the last several years, my education, in general, has focused on DNA and genetic genealogy methodology. When I moved from Colorado to Texas, I spent the first year learning about Texas history (fascinating!), ethnic groups, repositories, and research techniques specific to this area.

Looking ahead to 2020 and 2021, I know I want to dig deeper into my personal research overseas, specifically in Germany. I am planning on attending the Genealogical Research Institute of Pittsburgh (GRIP) in July and taking “Foundations of German Research” with Warren Bittner, for example. There are also a number of webinars on the topic at Legacy Family Tree Webinars1, and over the years I have purchased several books that I need to read (you don’t have a pile of books to read, do you?).

You can get very specific with your research plan. I know colleagues who employ entire spreadsheets to the topic. I try to set aside time each week (usually a couple of hours) devoted to something on that education plan (a webinar, article, book, etc.). Then I try to apply what I’ve learned to what I’m working on. It is a real shame when you attend an institute and then don’t have time to work with anything you just learned! So, that couple of hours per week is spent learning and applying to a research project.

There are a lot of new opportunities coming up all of the time, many of them online which cuts down the cost of travel. There are many webinars as well as several new online courses available through Salt Lake Institute of Genealogy (SLIG), National Genealogical Society (NGS), Virtual Genealogical Association (VGA), and others. I am working on some new online courses in addition to the NGSQ study groups I started so stay tuned for those.

Let me know what your 2020 education plans might hold. I’m always interested in what educational opportunities are available in the world!

1. This is an affiliate link.  ↩

Announcing NEW NGSQ Study Groups

Genealogical Education, Skill Building, , , ,

During my time as a facilitator for the Certification Discussion Groups (CDG), organized by Jill Morelli, students indicated to me that they wished for some more options in discussion groups to talk more about the “meaty” techniques and methods of genealogical research, particularly when working with evidence analysis and the Genealogical Proof Standard.

IMG_3953I’ve been thinking about doing this for a while and have finally settled upon the details. This is a monthly study group that will examine one National Genealogical Society Quarterly (NGSQ) journal article per month. We will study these articles with a focus on principles taught in Mastering Genealogical Proof (MGP) by Tom Jones. We will discuss topics on the genealogy standards, evidence analysis and correlation, writing, citations, and more.

The cost is $50 for the year. For this price, you will:

  • Participate in a monthly study group session for up to two hours with your peers, led by me, Cari Taplin.
  • Receive the discussion questions at least two weeks prior to the online meeting.
  • Have access to a private Facebook Group for mid-month discussion. This Facebook group will be limited to study group participants only, no outside noise!

There will be no individual feedback given unless you want to sign up for a private consultation session. There will be no required peer feedback, except for what you choose to post and receive in the FB group. Your commitment is to read the articles, any indicated sections in MGP, and come prepared to discuss the questions (or simply show up and listen). I believe the benefit you will get out of a class is equal to the effort you put into it.

Please Note: You must have access to these articles either by being a member of NGS or from your local library. You will also need to have a copy of Mastering Genealogical Proof. Due to copyright, I cannot provide copies to you.

There are three sessions, two daytime and one evening.

Sign up now or click for more information.

This is meant to be an INTERMEDIATE discussion group, not a beginner or advanced. If you aren’t sure if you fall into that category here are some possibly helpful descriptors to help you decide (all or none could apply but this is the type of group I’m aiming for):

  • You’ve read NGSQ articles and generally can follow them (I’m not asking if you fully understand them, but they aren’t “Greek” to you either)
  • You own Mastering Genealogical Proof(or at least know what it is and will buy a copy before this class starts)
  • You own or have access to a copy of Evidence Explained by Elizabeth Shown Mills
  • You’re interested in certification or accreditation and have participated in one of Jill Morelli’s Certification Discussion Groups (CDG)
  • You know what the Genealogical Proof Standard is.

If you aren’t sure, send me an email and we can discuss it further.

To keep the discussion manageable and allow everyone a chance to speak, class size is limited to 25 participants, so sign up now!

I’m looking forward to studying with you!