Transcript for:
Effective Ancestry Research Strategies

When you use Ancestry every day, you pick up a  few tricks. Here are my most used tricks that   I use to build client trees and to help  them get the most bang for their buck.   Hopefully these will help you extend your family  tree and save some time for you on Ancestry.   I've got seven tips for you. Here we go! Tip  number one has to do with your searches. Now a   lot of people really rely on their hints. They  think if it doesn't show up in a hint it's not   in there. Which is SO not true. So let me give you  an illustration. This is my teaching tree. So here   we have George E. Paston and I've attached a few  things to him. There's a lot more that are been   attached in my tree. And so here we see some hints  that are for him in the hints program. Now there's   quite a bit here, and that's great. But there's  more! And let me show you. So we have 10 hints   here. I'm going to do a search. I'm going to break  here for a quick little announcement. Do you need   help with your genealogy research? Are you hitting  brick walls? Are you totally frustrated? Or do you   not know where to begin? I've opened up group and  individual coaching sessions via video and they   start at $35. So if you're interested, click the  link below, down in the description of the video,   and you can sign up. See you there! If I click  the search right up here on the top right I'm   going to perform a new search for George some  of the things that are going to show up here   are in his hands here it shows me the things that  I've already attached to him in the tree but then   down here I have some things that were found  for him and his and you'll see those by that   but as you can see there are a lot more records  a more City directories and other things now this   1900 census does not apply to my George so just  because I've clicked search doesn't mean that   all of this is right but there's a lot here now  on top of that there are additional records in   ancestry that aren't going to show up on the  search so once you've done some research and   you have some parameters of where you're searching  and what you're searching for you need to also use   the catalog go down here go up there to search  drop down to card catalog and then you can type   in different things here that you want to search  for a name is usually not going to do it for you   here you're looking for locations or a particular  type of record particularly locations but anyway   you want to do some searches via the titles or  keywords that might apply to your ancestor as   well and you're going to find additional records  that you're not going to find the other two ways   so don't give up with just hints there's a  lot more than that now the second thing that   I have for you has to do also with those searches  it's part of the search features as I mentioned   a minute ago here we see the records that are  currently saved to him and because those records   are safe to him that means that ancestry is not  going to look for additional records in that   category like the 1910 1920 and 1930 census have  been saved to him so ancestry is not going to pull   any more records for George paston in 1910 1920  or 1930. now sometimes that's a problem because   maybe I want to make sure that I've got the right  George maybe I want to kind of be looking around   and seeing other things so you can go right over  here to the top side and you can unclick active   and now now it's marked that it's inactive and  that means that those records that were up there   are also going to be shown here with the notation  that they've been saved to my tree but if there   are other individuals by that same name like  here's another George Paston in San Francisco   in 1920 and maybe I want to look at this and see  do we have two George Paston's in the area that's   the first thing so that tells me I need to be more  careful about what I'm looking for and the second   thing is maybe he was enumerated twice doesn't  happen a lot but it does happen occasionally   maybe I have the wrong record so sometimes when  I'm looking for somebody I'm looking at that as   well and I'm making that inactive I turned that  off now the other thing that I want to tell you to   do is to be sure that you modify your searches and  you've got to just kind of play around with this   um you might want to add in now I know that  he lived in San Francisco and that's listed   here three times because of the three census  records but maybe I know that he also lived in   in Washington State date and so that way I can  search for him there and I can say I want to   search it to exact that state and adjacent States  one of the other things that I frequently do with   women in particular is I'll change these last  names and the reason that I do that is ancestry   will automatically search for both names if  you have a husband's name in there they'll   automatically kind of search for it but sometimes  it affects the results so sometimes I'll go in   here and take out their married name and put in  their maiden name or vice versa and sometimes in   order to make that effective I need to remove  some of these family members because that will   force it into what it wants to do not what I  want it to do so that's something else that   you can look at so you really want to be playing  with this particular function and you can also   remove photos remove family trees and other things  that maybe you're not interested in right now the   other thing that I do to make it more effective to  make these searches more effective is you've got   to use these filters down here you've just got  got to and there's lots of different ways that   you can use them you can narrow down a census  list to like let's say you're looking you have   them in the 1910 20 and 30 census you want to  see if you can find them in 1940 or in in 1900   um let's say you want to look for military records  or you want to look in newspapers and periodicals   you can select any of these and you can you can  narrow things down this is also really helpful   when you're looking for wills and other probate  records as well as land records I might click   on that so if you haven't been playing with the  filters over here on this side that is something   that you really really really want to do so make  sure you get comfortable with that now the other   thing that I really encourage people to do is  to open the hint for more information and also   for when you attach it to your tree. And let me  explain what I mean by that. So if I click on   this U.S. City Directories, it's going to bring  it up on this side. And I said before I'm not a   huge fan of this I always do two things I'll click  on that and then that will open it full screen and   then the other thing that I always do is I always  always look at the image I'll open that link in   a new tab and so here I have the detail that's  here but now I want to look at the actual image   and I want to zoom in to George paston and he'll  be highlighted on most of these which is really   helpful on Ancestry and I have his name Paston  Geo, abbreviation for George, with his wife Aima,   which correct. He was a steward on ships, and  that's their address. And so, but sometimes,   maybe the address has a different abbreviation  next to it. Now maybe I don't understand what   these abbreviations mean. I can move forward and  backwards within the document in order to look   up some of that information. So that's the first  thing I always want to actually look at the record   and I also want to see are there any other paths  that are are there at this time in 1924 there's   not he's the only one the other reason I want  to save from this screen is that on some of   the records it gives me an option when I save it  to them that I could go back and do it but that   takes time and I don't want to take clients time  so I always save it this way this is particularly   true on census records let me show you so here  we have his census record in 1910 he was in San   Francisco Assembly District 40 in San Francisco  he was married he was the head of the household   um if I were to save that via the side panel it  wouldn't give me that marital status and any of   that information down there now with children and  stuff like that that can be really pertinent in   addition when I'm saving a census record via  the hint I can add in additional information   let me give you an example all right so this is  Georgette passed and his daughter I know she was   in the 1950s census but she didn't come up in  the 1950s census in the hints so I've done a   search and it's not coming up in the initial  search functions so I'm going to go over here   to census and voter list and I'm going to  say 1950. Wow! Now I find Georgette Paston   Stevenson that's her married name and she's  married at this point. Walla! First result.   Wasn't in the hints. Didn't come up quickly on  the search. So now I've got Georgette now I've   gone over here I'm in this window over here  and if I go to save it to her I have these   functions right here and this is one of my time  saving things a lot of times I'll add additional   information in here I'll add like their ad  their street address I'll add an occupation   um I'll add if there's another family member  living next door I'll put that information there   that gives me more information on the tree when  I go back to it and that's always really helpful   particularly later on when you're looking at it  again so that's one of my big time saving hints   all right so my fourth hint is about adding a  parent and dealing with children and I did this   on one of my other videos and I had a lot of  people going oh wow that's really cool so let   me tell you really quickly so let's say Georgette  has a son and he's done this Quam but I don't know   for sure who his father is and so I put him in an  unknown father so I have him in the tree and this   will happen a lot sometimes it happens by accident  when ancestry adds a family through the census   records and it adds the children a lot of times  it will put children in with an unknown mother and   that takes time to fix when you know the mother  she's already there maybe she had passed away   previously things like that will happen, and they  kind of drive me crazy. So for me, a quick fix if   I have children that are under an unknown mother  the first thing that I do is I add the name of   their father who let's say his father is Elmer  Quam, this is not true by the way. So now I have   Douglas Quam as the son of Elmer Quam, but then  I have this Elmer Quam here. Ad I could have had   five children underneath here no problem now all  I do is go to Elmer Quam and I use the little tool   button and I merge with a duplicate and so I look  for Elmer Quam in my tree and here's the other one   and I am going to merge these two. And now all of  a sudden, let me go back to Georgette Paston, now   all of a sudden George, Douglas Quam is the son of  Elmer Quam. That for one kid, not such a big deal.   If there's eight kids, big deal! All right so now  one of my other favorites is adding a photograph   to a fact and a lot of people don't realize how  easy it is to do that and I like it and the reason   that I like that is it helps me to know whether  or not I have the image for a particular fact or   whether or not maybe I still need to get it so I  particularly like this for like birth certificates   death certificates marriage certificates but I  want to give you an example with a marriage and   instead of the certificate I want to I want to  put in a photograph so if I go down here to the   marriage of Georgette and George William Stevenson  I can edit that fact and then I can attach media   and so then I can look at the media that I've  already attached to her and I can attach this   wedding party media and just exit back out and now  I have that marriage picture right here in this   fact I can do that with a picture of a certificate  I can do that with with lots of different things I   really like that if I haven't uploaded the record  yet or the media yet then I can still do it I can   attach media and if I don't have the media I can  upload media here and not only does that upload   the media in the traditional way that you upload  the media but it also attaches it to that fact   in that one step that's another little favorite  of mine by the way I can also attach a source to   a fact so if I click on attach Source then I can  choose the source that pertains to that marriage   like if this were the correct marriage index  I could choose that Source it's not it's their   second marriage but I could choose that source and  it would put it it would put it up there which now   it would be a source for that fact one of my other  little tricks pertains to the tree settings and   the way you get to those is you go right up here  to tree and you go to settings all right and I   export my tree as a jedcom file sometimes for  my clients and as a backup for me too and you   can export your tree right here and now a jet com  file is a file that can be used in any genealogy   program but you can also change privacy settings  here and here you can make your tree private with   since this is a teaching tree it's private but  I can also prevent the tree from being found   in searches and as a professional genealogist  I need to do that because I don't want people   to be looking at trees that I'm doing for clients  that's their private stuff and so I don't I I do   that but you can make up public you can choose  you can do whatever you want and then over here   you've got invitations and now I can invite people  I can invite somebody to share my tree I can add   them by email or give or get a link to invite  them or buy their ancestry username I can also   select their role so like those tree settings and  a lot of times people don't know those and some   of the things that are kind of cool within them  alright my last one is how do I do a census search   now I do a lot of census evaluations for clients  where I really kind of want to get a picture of   who is living in a particular area and so that  can be done by searching for them the way we had   already talked about right looking at their hands  searching for them stuff like that but sometimes   I want to find all of the different individuals  in a particular area by a particular name and   so a census evaluation is really helpful for me  and there's some cool ways to go about it I'll go   up here to search and I'll do a census and voter  list search and then I'm going to put in the name   and I'm going to say and I'm not going  to put in a first name because I'm just   looking for that surname and I'm going to  say that they lived in Miller County Georgia   and I want to keep it exact to that County  and adjacent counties and the reason that I'm   including adjacent counties is because sometimes  people were enumerated they were just like over a   county line and so sometimes they lived really  close to a particular County but some of those   records like vary right so I usually do that and  then I click search and now I'm looking I have the   census and voter list already open right here  and I'm looking at all the different Jacksons   that I can find but I don't care about in here  I want to look at Jackson's in 1850 and so now   I've got a bunch of different types of Senses  I just want the U.S federal census and now I've   narrowed this down to 31 Jacksons that lived in  Baker County Georgia in 1850. so that gives me   a good idea of what's happening in the area with  that surname that I use all the time and that is   the fastest way for me to really do a thorough  census evaluation there are occasions when that   doesn't work because somebody's was their writing  was so bad the family was indexed incorrectly but   anyway that's my favorite so I hope these ancestry  tricks have helped you I hope that it makes your   ancest research is more effective I hope that  you save a little bit of time and that you're   pleased with some of the results that you're  getting from your ancestry searches and the   different ways that you can update your ancestry  tree I hope you have a great day if you want take   a look at this video right over here it's one  that YouTube is recommending for you as well   as this playlist that gives you some Clues  on how to do better more effective searches