I am attending the Institute for Genealogical and Historical Research in Athens, Georgia this week. They have announced their future courses. You can see the courses planned through 2022 and plan your genealogical education plan accordingly. The courses for 2019 are as follows:
I am heading off to Georgia to attend the Institute of Genealogical and Historical Research (IGHR). I am excited to finally take the writing course from Tom Jones, “Course 4: Writing and Publishing for Genealogists.” This has been on my educational “to do list” for years and I’m finally getting to it!
These days, we are saying good-bye to paper more and more. Don’t get me wrong, I LOVE PAPER. Ask any of my students, discussion group attendees, family, or friends. I still print all of my research documents and organize them into binders. I also like taking handwritten notes. However, those institute binders really add up and for many of us, space is at a premium. Plus, it keeps the costs down if an institute doesn’t have to pay to print and organize all of those syllabi. Of course, you can still usually buy a printed syllabus or print it on your own. And if you do, do not worry! I’m not here to be down on anyone’s system. However, in order to use less paper, and utilize the electronic syllabi more effectively, I have come up with a system that works for me. Maybe you’ll find something in here that can work for you too.
Before I go to any institute, there is an amount of prep-work I do with the digital syllabus so I’m organized and ready to take notes. I utilize a combination of a PDF-splitter and Evernote. What I mean by a “PDF-splitter” is using a bit of software to make one large PDF into several small PDFs. I believe the full version of Adobe Acrobat will do this (but I don’t use it so do some research first), as will several other programs. I use a Mac and have found “PDF Toolkit+” to meet all of my needs. It has a lot of features, but today I’m focusing on the “split/extract pages” portion of the software.
Screenshot of PDF Toolkit+ with a range of pages to be extracted.
Basically, I sit down with the class schedule, the large PDF, the PDF-splitter, and Evernote. Using the splitter, I extract the pages for each class and then create their own note in Evernote, dropping in just that portion of the PDF. This allows me to have each the syllabus material for each class split out into one small file. Then I can type my notes into each note or take handwritten notes on paper to scan/type in later (they say the brain retains information better when you take notes by hand). Evernote also has tools that allow you to highlight, add symbols, draw, or take notes directly on the PDF.
Just an example of some of the ways you can mark up the PDF using Evernote’s tools.
I organize these notes into a new Evernote notebook titled appropriately for the institute I’m attending. You can organize them in whatever way works best for you. I number them according to the order they should be taught based on the class schedule. See my example below.
On the left is the list of notebooks from all institutes I’ve ever attended (and added to Evernote), IGHR 2018 is highlighted. In the middle are the thumbnails of each individual note in the highlighted notebook, numbered according to class order. On the right is the full view of the note with the PDF dropped in.
As the week moves on, I open the note for the appropriate class, and either use the syllabus visually and then take handwritten notes or I type my notes above the PDF. I take handwritten notes most of the time for the reasons already mentioned) but I do also use the mark-up tools available as well, especially if I don’t want to forget something in particular mentioned in the syllabus. Often, it just depends on how I feel when I get up in the morning. Evernote notes are word searchable, and there is a tagging system to help you be organized as well.
The most important thing is that you find a system that works for you. If digitized notes and syllabi are not for you, I hear you! It really has taken me a long time to get to this point…and I’m not completely digital myself and probably never will be. But, to save on costs and space, this is one of my systems for eliminating paper.
I have been working on a client project this week that took me into Buffalo, Erie County, New York, one of my favorite areas to research because of its vital role in the westward movement of the United States. Buffalo was in a prime location between the time of the Erie Canal and Lake Erie, shipping and passenger travel could occur from the east coast in New York all the way inland to the frontier via the Great Lakes, and even down the Mississippi River to areas to the south and west. The growth, opportunities, and migration through that location is amazing from an ancestral and historical point of view.
One of my favorite things to do when researching at a local public library is to examine pages named “digital collections” or something similar. Today, I happened upon a new collection at the Buffalo and Erie County Public Library: ERIE COUNTY POOR HOUSE LEDGERS. This is a wonderful collection! The poor house books cover a range of years from 1851 to 1952. The pages have been beautifully digitized and the on-screen viewer is very easy to use. Zoom in to see very high-quality images.
Screenshot of the page view of one of the ledger books. Erie County Home and Infirmary (Alden, N.Y.), “Erie County Poor House Ledgers, Volume 8. Register of Deaths, Erie County Home & Infirmary, August 16, 1926-December 30, 1941,” B&ECPL Digital Collections, accessed May 30, 2018, http://digital.buffalolib.org/document/93.
I am always so excited when I find digitized records such as these. To be able to access high-quality digitized records from Buffalo, NY while sitting in my office in Austin, TX is truly a blessing.
There are other items in their digitized collections and if you have Erie County, NY ancestors, I hope you’ll be heading over to their website! The URL is: http://www.buffalolib.org/content/digital-collections for the entire Digital Collections page.
I hope you are examining local public library websites when you are researching your ancestors, and I especially hope you like to poke around in their “digital collections.” You just never know what treasures you might find!
Another great conference opened registration this week. This time it is the Federation of Genealogical Societies’ annual conference, that will be held in Fort Wayne, Indiana, home of the Allen County Public Library! This conference is taking place August 22-25, 2018. You can read more about it at the conference website. The full program has also been released and can be viewed here.
The Association of Professional Genealogists opened registration for the Professional Management Conference taking place in Kansas City, Missouri from October 4-6, 2018. You can register and reserve a hotel room by visiting the APG conference website.
APG also announced the dates and locations for the 2019 PMC which will be held in Salt Lake City at the Hotel RL from September 19-21, 2019. This is also APG’s 40th Anniversary and there’s sure to be plenty of celebrating so mark your calendars!
This was just sent out by the Board for Certification of Genealogists:
[At the annual meeting at NGS] … “the trustees debated a proposal to update genealogy standards to incorporate standards related to genetic genealogy. As a result of this discussion BCG intends to move forward with the integration of genetic genealogy into Genealogy Standards. The board directed that the committee’s proposal be published for public comment. The proposed standards can be viewed at https://bcgcertification.org/DNA/Proposed_Standards.pdf.
The public comment period ends on 23 July 2018. Fill out the survey at this link (https://goo.gl/forms/57ahXLqkAYOBWDop2) by 23 July 2018. Due to the expected volume of comments, we will not be able to acknowledge or respond to individual comments.”
Often, when I am discussing the certification process with interested genealogists, I am asked about using DNA in portfolios. They want to know about the specific requirements for including genetic genealogy in their portfolios, and as of yet, there are not really any specifics. There are now many NGSQ articles I can point people to, webinars that can be watched for DNA methodology, and guides and articles on citing DNA in your reports. However, there are not currently any DNA-specific standards, rubrics, or instructions for portfolio preparation. I hope this is a step in that direction, so that those working on certification can have specific and solid guidelines for DNA requirements.
If you are interested in reviewing the proposed standards for genetic genealogy, I encourage you to view and comment using the links above.
Audio recordings of many of the NGS lectures are available for sale and download at PlaybackNGS. There were many fantastic sessions, some I made it to, some I missed due to speaking or other obligations, and so I’m compiling my list right now.
If you couldn’t make it to NGS (or even if you did) this is a great way to hear some fantastic lectures.
The Third Coast: How the Great Lakes Shaped America (W144)
Casting the Net: Denominational, Ethnic, and Specialized Newspapers (S443)
Using PERSI Like a Pro (S451)
I thought Grand Rapids, Michigan and this NGS conference was one of the best I’ve been to. The level of education, the exhibit hall, and the city offerings were fantastic.
Next year’s NGS is 8-11 May 2019 in St. Charles, Missouri. And 2020 will be 20-23 May in Salt Lake City, Utah. Mark your calendars!
I spoke on Wednesday at the National Genealogical Society Conference on “The Third Coast: How the Great Lakes Shaped America.” This lecture really just skims the surface of topics one would need to know to do effective research in the Great Lakes States. (I put together this lecture and realized I had a lot to say on the subject and gave me the idea to develop an entire course on the subject.)
One thing I wish I had more time to discuss is the use of State and Territorial censuses in Great Lakes research. The following map I colorized to demonstrate the Great Lakes states that held state-level censuses, typically on “the fives” (e.g. 1855, 1865, and so on).
The states in green held state censuses, those in orange did not. Indiana (in yellow) did, but they are scattered or no longer exist. So, of the eight Great Lakes States, five of them offer this extra set of records that other states do not.
I share with you two resources for further study on this topic:
FamilySearch Wiki for the Great Lakes states’ census records (federal, state, and/or territorial):
Ann S. Lainhart’s excellent book titled State Census Records(available at Genealogical Publishing Company)
To make things a little easier, I have collated the information from both of these sources, as well as that from the appropriate state archives, to create a useful table regarding only the Great Lakes States. (Click here to download a PDF.)
So, if you had not considered whether or not your Great Lakes ancestors had been captured on a state or territorial census, I hope the above resources help you figure that out. Happy searching!
I’ve been in Grand Rapids, Michigan since Tuesday when I attended the Board for Certification of Genealogists (BCG) Education Fund’s “Putting Skills to Work” class. What an excellent day! The time was split between two classes.
Connie Lenzen’s class “Planning and Executing Reasonably Exhaustive Research: Or How to Ensure a Successful Hunt” discussed research questions and plans. I have to say that I was quickly reminded of what I should be doing everyday. I get so excited for the research that I forget to focus, slow down, and set forth a path for my search.
Tom Jones made us think about “Citing All Kinds of Online Sources.” This class focused only on sources you find online and really made us look at all of the layers that an online source might have. The original source, the microfilmed version, the scan of the microfilm, an original digitization in color, previously published or not, and so on. We worked through many example citations as a class and discussed each of the parts.
The level of interactive instruction that one gets at a BCG “Putting Skills to Work” class is incredible. If you are interested in certification, are already on the clock, or are already certified, it doesn’t matter. These classes are wonderful examples of hands-on, lecture with discussion with exercises, types of classes many of us enjoy and will benefit for our own continuing education.
The BCG Education Fund’s “Putting Skills to Work” occurs on the Tuesday before the National Genealogical Society Conference every year, so you will want to adjust your schedule accordingly. Next year’s schedule was announced at this years’ class, and will take place in St. Charles, Missouri on Tuesday May 7, 2019:
“Meeting Standards with Twenty-First Century Research Reports” with Melissa Johnson, CG
“Evidence Analysis: Theory, Practice, and the Real World” with Nancy A. Peters, CG, CGL
For more information on the BCG Education Fund, visit bcgedfund.org.
Tomorrow I will be presenting a webinar for the Wisconsin State Genealogical Society on finding religious records in the Great Lakes region of the United States. You can find more information about the webinar here: https://wsgs.org.
In January I had the pleasure of coordinating a course at the Salt Lake Institute of Genealogy (SLIG) with my colleague Kathryn Lake Hogan, PLCGS who specializes in Canadian research. This webinar is a sprout from that course and I am excited to share some history, tips, and strategies for finding the religious records of Great Lakes Ancestors with a new audience.
Here are the details:
Date: Tuesday, April 17, 2018
Time: 7:00 PM CST
Webinar Description: Some of the first settlers in any region were missionaries who wanted to convert native tribes already in the region. The area around the Great Lakes was explored by Jesuits, Methodists, Moravians, Baptists, Anglicans, Quakers, Presbyterians and others. These groups built early churches and religious meeting places that served settlers and native people alike. This class will focus on major religions in the Great Lakes region, a history and timeline of their arrival and expansion in specific areas, and will include a discussion on the main denominational repositories for research.