Alan E. Mann, A.G.

fhfair@alanmann.com                                                                                  Accredited Genealogist

Family History Fair                                                                                                         April 2004

 

 

Family History Assistance on the Web

 

This summary reports the current availability of genealogical research guidance information on the Internet. While I found many examples of sites containing useful guidance information, I was disappointed in my search for guidance provided at the time of searching and finding records. In most cases, the only genealogy guidance provided when actually looking at search results or records is a “help” or “FAQ” link. Most help and FAQ links, however, link to information about how to use the web browser or other technical functioning of the web site rather than guidance relating to the records or genealogical principles or methodology.

 

While a great deal of information about records, their content, how to use them, and where to find them is available on the Internet, very little guidance is provided during the process of finding and examining a record. The ideal of intuitive, interactive, integrated guidance does not seem to exist for genealogy.

 

The situation in 2003 was that an individual might read How to Begin? information to find out where to start. Then he would find another how-to article to tell him what records to search. Then, he would search for a how-to article about those records and where they are located. Then he would go to Cyndi’s List and try to find a web site with the right type of records. He would go to that web site and read the search instructions for the site.  Then he would search, locate, and view the record. One of the articles he already read may have also given some information about interpreting what he saw, or he may have to click on a help or FAQ link on the site where he found the record to get any further guidance (which may or may not be provided at the site).

 

The closest things to guidance on selecting and finding records was Research Guidance at FamilySearch.org and the Family History Library Catalog.  The only other site that had anything approaching true research guidance given the user (rather than the user searching for it) was two features at Genealogy.com (see below).

 

Late in 2003, we saw several new guidance efforts, including the addition of some guidance in genealogical software packages. Legacy, for example, has added a template to help you properly cite your sources, even automating some of the content of a source citation. The most notable recent development in guided research, however, is GenSmarts (www.gensmarts.com). 

 

GenSmarts attempts to analyze your database and make research suggestions. It does a surprisingly good job, although it still has a long way to go. Not only does it suggest what you might do, it actually will do it for you for some items that are available online.  It works from several different file formats, including PAF, Legacy, GEDCOM, and several others.

 

This does not rule out the need to mine research guidance information from the Internet, however. The guidance information is often available on the Internet, but in a straight text format that the user has to locate rather than as interactive guidance. Nonetheless, guidance information already on the Internet could be mined for use in a guidance system rather than taking the time to create guidance information from scratch. I would highly recommend that an effort be made to locate, identify, list and describe guidance information in how to articles and other formats on the Internet. Plans should then be made to utilize that information (by links, by requesting permission to use, or as a source for those having to recreate guidance information that can’t be linked or permission cannot be obtained to use).

 

 

Guidance Tools

 

Another possible type of guidance is tools to improve the functionality of someone else’s web site. This is not true guidance in that it doesn’t help determine which site to use, but rather having made the decision to use a particular site, a tool can make the site a little easier to use. Let me give five examples.

 

1901 Census Extractor. The 1901 British census is available online. It is fully searchable, but one must pay a fee to see the image of the census record. The index does not give a page number, but just the town. A computer nerd created a tool called a Census Extractor that takes the free search results, looks at various tables and gives you the “piece number and folio number,” which would enable you to go to the right spot on the right microfiche (see http://leedsindexers.co.uk/Main-Internet%20Tools.htm).  

 

LDS Companion. The LDS Companion downloads census, Social Security Death Index, or vital record information from familysearch.org and creates a GEDCOM in lineage-linked format. FamilySearch only permits downloads in unlinked formats. It also has improved IGI download formatting (see http://www.archersoftware.co.uk/ldsc01.htm).

 

IGI Batch numbers.  The IGI batch number site lets you select a place and tells you the batch number, then links you to the IGI batch number search with the batch number already filled in. This makes it possible to search the IGI by parish in Great Britain (see http://freepages.genealogy.rootsweb.com/~hughwallis/IGIBatchNumbers.htm). This merits further thought.

 

PAF Insight.  Paf Insight searches the IGI online directly from your PAF database. It will find information in the IGI, import temple ordinance data from the online IGI, and do a number of database cleanup and comparison functions. It essentially makes working with IGI easier and less time consuming (see www.ohanasoftware.com).

 

 

 

Major Web Sites

 

Ancestry.com is one of the major genealogy sites. The closest thing to guidance associated with records is the narrative explanation of how to effectively search, which appears underneath the search boxes for a general search. Guidance information seems to be available primarily in how-to articles, such as What to do when there’s no probate, Irish burials before 1864, and graphics file formats explained.  Ancestry features 6469 such articles divided into twelve categories (How-to, Preserving Family History, Record Sources, Home Sources, Family Origins, Religion, Technology, Genealogy Products, Organizations, Current Events, Geography, and Historical Context ) as well as charts and forms to assist (under Trees>Charts & Forms). They also offer columns (eight listed, but I believe at least two are now defunct) and online courses.  The eleven online courses cost $29.95 each with eight lessons delivered over two weeks. Enrollees are allowed online chat sessions with the professional instructor. One of the lessons is “how to use Ancestry.com.”

 

Genealogy.com is the other major genealogy site. This site’s Learning Center is their home page. The entry screen has four major links—New? Start Here!, Genealogy How-to, Free classes, and Ask an Expert. The New? section guides the visitor to enter their personal information, then what they know about their father and their mother. Then blanks appear for the grandparents. The person enters what they know with some guidance along the way, then the program “automatically” searches for something that might match up. This is the closest thing to true research guidance that I found available. There are many how-to articles and other places to learn about records, methodology, and pointers, but little is associated with the underlying records. The following lessons are available free:

            Begin – 14 lessons

            Internet – 31

            Immigration – 40

            Researching with Genealogy.com – 10

The final category is about how to use their site. There is help (search tips that appear as a link on search screens) and FAQs that provide assistance, but only if you go looking for it. Emphasis is given to a step by step approach in helps and in some of the articles. Forms, glossary, and guidance for specific record types appears under Reference. The Ask an Expert section allows visitors to submit questions to Rhonda McClure or Michael John Neill (respected genealogists), but the only answers that appears seem to be one selection each day (or week?). It is not clear what happens to those questions that are not selected to be featured on the site. When you conduct a search, the hits are summarized by database that was searched and the words What’s This? appears after each database. This links you to a descriptive help screen. Again, this might be a good idea to incorporate in our future planning (describe database, show sample records, explain strategies for use, etc. right after each item in the hits summary).

 

Bureau of Land Management’s Land Record Office at www.glorecords.blm.gov/ could be a good example of online records, but guidance is only indirectly associated with the digitized records. A printout of their home page is attached. To look for an ancestor’s record, you need to click on Search Land Patents under the title. On the web page, this is in a colored background that is difficult to read. The only help is to click on FAQ, which doesn’t tell you how to start a search. The FAQ is reasonably detailed about the record. Once a search is completed, you get a list of hits. If you click on a name in the list of hits, you see a card. At the bottom of the card is a list of links on one line, the last link being to help. The help is very good, including an explanation of the various parts of the screen. Thus, you do get help with interpreting the record, but only after you have located the record.

 

National Archives has a lot of how-to information, but virtually none of it is linked to the associated records. You must go looking for guidance before examining records. The only links from the records themselves are help links that try to assist with the web browser or other technical functioning of the web pages. You can see a lot of guidance information, however, at www.archives.gov/research_room/genealogy/ and www.archives.gov/research_room/getting_started/getting_started.html.

 

Library of Congress has catalogs, finding aids, and helps, but none appear to be associated with the underlying records. You can make your searching more effective by reading the detailed help screens, but any guidance on how to use specific records appears in how to articles rather than search or guidance screens along the way. To effectively use their catalog, they provide links to a detailed explanation of Boolean operators and how to use them in an LOC search. See www.loc.gov/rr/genealogy/ to see their attempt to provide front-end how-to information.

 

Civil War Soldier and Sailor System (National Park Service - www.itd.nps.gov/cwss/index.html) has no content-sensitive help system, and gives only minimal guidance that is difficult to find (click on either system overview or researcher’s toolbox on the bottom of home page graphic, or click on INFO at the bottom of the graphic on subsequent pages). This site has an incredible amount of information, but little of it is linked. Thus, you can search for a soldier and have a link to his record (not online) and to a synopsis history of his regiment, but you have to search separately for a prison record, cemetery, medal, or other reference to the soldier. This is why Heritage Quest is currently looking at a project to link all of the sources together for each soldier.

 

Public Record Office of England (www.pro.gov.uk/FamilyHistory/default.htm) includes hundreds of online guides to genealogy records and research at the PRO.

 

Forskningsarkivet (www.foark.umu.se/english.htm), a division of The University Library in Umeå, Sweden

 

 

Experts who volunteer

 

There are both paid and unpaid sites for research help. The best known of those offering to help for a fee is keen.com. Those There are, however, thousands of people out there willing to help you with your search for your family roots.  Lookup volunteers in organizations such as usgenweb.org (check the state and county in which your ancestors lived) are only some of the many volunteer helpers out there. In fact, Lookups & Free Searches by Volunteers is a category on Cyndi's List that offers services to look things up for you at no charge.

 

Do you need to check something in a county courthouse but you can't arrange to go there? Do you want to check out a reference to a CD-ROM but don't want to spend the money to buy it? Do you want a photograph or video of your ancestor's headstone? Most of these things can be arranged at no charge using a volunteer.

 

Perhaps there's a volunteer that might help you out. Merely click on the link for lookups & free searches at www.cyndislist.com/lookups.htm and you will be transferred to the right category in Cyndi's List. Check out the Genealogy HelpList, Ancestral Findings, the Look-up Exchange, GenSwap, Random Acts of Genealogical Kindness, or one of two dozen more such free services at Cyndi’s List.

 

 

 

Society services

 

The purpose of a Family History Society is to help people with their family history while providing a structure encouraging cooperation, collaboration, and social interaction. Why not give the society the opportunity to do what it was created for by asking for help? Societies may have guides, may answer research questions on the place or topic that is the theme of the society, or may have members who are willing to help other members (please join when requesting assistance—it’s only polite to do so).

 

The majority of societies are place-based. A society in the place you live may help with social interaction, but you will usually be looking for a society in the place your ancestor lived. Use a categorized comprehensive web (cyndislist.com, genealogy.com/links, or familysearch.org/Eng/Search/RG/frameset_rhelps.asp) or go to the web page of the umbrella organization for the area of the world where your ancestors lived. Three major umbrella organizations are:

 

Federation of Genealogical Societies (U.S.) – www.fgs.org

Federation of Family History Societies (U.K.) – www.ffhs.org.uk

Federation of East European Family History Societies -- http://www.feefhs.org/.

Or, use Society Hall at http://www.familyhistory.com/societyhall/main.asp.

 

 

 

Interaction with the staff

 

Most record repositories have email. Many have web pages. Through email, you can ask questions and receive guidance from the staff at that repository. My experience with email is that the answers you get are prompt while being in general better or at least more in depth than the answers you would get if you were there in person. Emailing a repository should be a routine part of your research strategies!

 

To get the email address of a  record repository,

           just type the name of the repository into your web browser’s address bar (it will do a search for that name),

           use a categorized list such as cyndislist.com

           use www.worldgenweb.org or www.usgenweb.org, or

           use a central registry of repository information such as ARCHON for Great Britain (www.hmc.gov.uk/archon/archon.htm).

 

 

There are people out there willing to help, and these sites will help you find the ones that are willing to help YOU.

 

 

 

Web Sites with How-to Information

 

The sites listed below are examples rather than a comprehensive list. While I have attempted to list some of the best sites that I know about, there are literally thousands of sites that contain guidance information in raw, narrative format.

 

For example, the categorized list of web sites Cyndi’s List, has six categories directly related to providing guidance information, namely:

 

            How to (links to 60 web sites)                      How to Tutorials & Guides (146 sites)

            Beginners (links to 157 sites)                      Organizing Your Research (71 sites)

            Education (59 sites)                                     Hit a Brick Wall? (19 sites)

 

In addition, there are many of Cyndi’s categories that link to sites that contain some guidance information or how-to articles related to specific record types, record collections, or archives (e.g., Handwriting & Script, Oral History & Interviews, or Wills). All 512 sites in the six categories above, as well as the major sites listed above should be a launch point for an effort to list guidance information on the Internet that might save us the time of recreating or at least give us direction in our efforts to create appropriate guidance information.

 

Last of all, check out BYU’s genealogy tutorials at http://ce.byu.edu/is/genealogy/.

 

 

 

Supplemental links

 

Some of the best general “how-to” sites

About Genealogy (http://genealogy.about.com/index.htm)

Beginner's Guide to Family History (Desmond Walls Allen) - www.arkansasresearch.com/guide.html. 

 

Societies

Federation of Family History Societies - www.ffhs.org.uk/General/Help/First.htm

 

Free courses

BYU - http://ce.byu.edu/is/site/special_offers/freecourses.dhtm

Rootsweb - www.rootsweb.com/~rwguide/index.html#GENERAL  (31 lessons)

Heritage Quest - www.heritagequest.com/gen101/index.html 

 

Multi-media

KBYU - http://www.pbs.org/kbyu/ancestors/ and http://www.pbs.org/kbyu/ancestors/firstseries/

Family History Radio (free demo) - www.xmission.com/~fhradio/lessons/t4c2l1/frameset.html (nine tracks, each with at least five courses, and each course has five lessons)

 

Private “how-to” sites

Lineages' First Steps -  www.lineages.com/FirstSteps/Basic.asp

Treasure Maps How To - www.amberskyline.com/treasuremaps/index.html

Karen Clifford (http://www.graonline.com/cgi-bin/gra/getlesson?-1+0+English+education+graheader+gratrailer) and

Alan Mann (e.g., www.alanmann.com/class/files/England.htm or www.alanmann.com/class/files).

 

 

 

 

©Copyright 2001-2004 by Alan E. Mann.  All rights reserved.  Written permission to reproduce all or part of this syllabus material  in any format, including photocopying, data retrieval or the Internet, must be secured in advance from the copyright holder.