I recently completed my first time as discussion group leader (ring leader?) with Jill Morelli’s “Certification Discussion Groups” (CDG for short). These groups were created to demystify the process of preparing and submitting your portfolio for the Board for Certification of Genealogists (BCG). It was a fun time. I got to meet with old friends and make new ones. And they got to ask questions about the process, be each others’ cheerleaders, and have the opportunity to study and process portfolios and judges’ comments.
The discussion groups are seven weeks and are divided up as follows:
- Week 1: Intros, Application, Resources & Strategy I
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Week 2: Ethics, Dev Activities & Strategy II
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Week 3: Transcriptions
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Week 4: Research Report (Client Report)
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Week 5: Case Study
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Week 6: Kinship Determination Project (KDP)
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Week 7: Evaluation & Process
We go over each part of the application as well as the rubrics and standards for each piece. We also discuss some of the confusing items such as the differences between a narrative lineage, genealogy, and pedigree, and the differences between a proof statement, proof summary, and proof argument, and more. Questions arise as to what a particular standard or rubric means and this group allows for discussion of those questions.
The groups take place via video conferencing either via GoTo Meeting or Zoom. There are homework assignments that are meant to enhance the discussion, but they are optional. The course is not meant to be intensive, rather to answer specific questions about the process, dispel any myths that are floating around, give participants a chance to hear from people who have been through the process and passed, but aren’t PERFECT! We share our mistakes, the things we learned, and tips for avoiding overwhelm.
If you are interested in the process, are considering becoming certified, are already on the clock, or just wondering if it is even for you, I encourage you to participate in one of the groups. Current discussion group leaders are Jill Morelli, Angela McGhie, and myself. For more information and to be added to the waiting list, contact Jill jkmorellli@gmail.com.


If you couldn’t make it to NGS (or even if you did) this is a great way to hear some fantastic lectures.
My last tip is to transcribe, transcribe, and transcribe. Any and all of your own research documents. Don’t have any? Go to FamilySearch and pick any record such as a deed or a will, and get started. If you choose to transcribe documents from a location where there is a local genealogical society that publishes a quarterly journal or other research publication, consider submitting your transcriptions to be published. Society journals are always looking for content. For more information about best practices for transcriptions, see chapter 16 of the book Professional Genealogy (edited by Elizabeth Shown Mills) titled “Transcripts and Abstracts.”
