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Methodology - Part 3: More Strategies
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The objective of this course is to teach you how to manage your genealogical project.

If you recall, during Methodology-Part 1: Getting Started and Methodology-Part 2: Organizing and Skillbuilding we reminded you often that there are many ways to approach your genealogical project. We also made you aware that there are many ways of getting yourself organized; what is important is to choose a system that works for you.

Methodology-Part 3: More Strategies and Methodology-Part 4: Effective Searching and Recording continue from the first two Basic Methodology courses, providing you with different methods of managing your genealogical project.

Methodology-Part 3: More Strategies will consist of an intensive study of the types of information and how to gather it. We shall look at how to organize this information, the research process, and even your genealogical office. Strategies for planning your project and for using original records complete the course.

Methodology-Part 4: Effective Searching and Recording deals with what to look for in the main sources and how to record it. We then discuss the many methods of synthesizing your research results for presentation and preservation.

One studentís experience:
To hear a student discussion regarding their experience with this course, please click here. (This is a large file and may take a minute or two to download.)


Module 1
More Strategies!
Genealogy & Family History

Abbreviations Used in Family History
  • Symbols
  • Abbreviated & Latin Words

    The Six Steps To Success

    Step 1: Defining Your Goals
  • Goals
  • Specific Objectives
  • End Product
  • Points to Ponder

    Module 2
    Step 2: Learning The Basics
    Types of Information & Tips on Gathering It
  • Gathering Oral Information
  • Successful Taping of Oral Histories
  • The Formal Interview
  • After the Interview

    Gathering Written Information
  • Spelling
  • Writing Letters
  • Gathering Visual Information
  • Gathering Artefacts

    Storage Of Archival Materials
    Rule #1 Do Not Do Anything That Is Not Reversible
    Rule #2 Protect From Damage By Light, Heat, Dirt, Handling & Chemicals
  • Care of Heritage Fabrics
  • Storage of Oral Information
  • Storage of Written Information
  • Storage of Visual Information
  • Storage of Artefacts

    Module 3
    Organizing Your Information
    Organization of Facts (Data)
  • Computers
  • Card indexes
  • File Folders
  • Indexed Binders

    Organization of Oral Information
    Organization of Written Information
    Organization of Visual Information
    Organization of Artefacts

    Organizing Your Home Base
  • At Your Desk
  • In Your Office
  • Note on Computer Back-ups
  • Building a Basic Library
  • Your Fiche Machine & Fiche Collection
  • Finding Supplies

    Module 4
    Organizing The Research Process
    Office Procedures
  • Dealing with Incoming Paperwork
  • Dealing with Family History Society Journals
  • Your Bibliography File!
  • Keeping Track of FamilySearch Center Microforms
  • Multi-Purpose Number Sheet

    Numbering Systems

    Lists of Ancestral Names & Places
  • Calculating An Exact Birth Date

    Knowing Your Repositories
  • Government Departments
  • Public Libraries
  • Local History Libraries and Archives
  • University Libraries
  • Archives and County Record Offices
  • Ethnic Organizations and Embassies
  • Specialist Libraries: Religious, Armed Forces & Occupational
  • FamilySearch Centers
  • The Internet
  • Family History and Genealogy Societies

    Knowing Your Sources
  • Background Information
  • Geographical Tools
  • Historical Tools
  • Methodology Tools
  • Family Tools
  • Finding Aids

    Genealogical Sources
  • Original Records
  • Derivative Sources

    Module 5
    Step 3: Deciding On Strategies For Research
    Planning Your Project

    Deduction, Assumption and Hypotheses
  • The Danger of Undefined Assumptions
  • Making Hypotheses from Facts, Estimates and Deduction
  • Standard Set of Estimates
  • Testing the Hypothesis

    Pedigree Analysis
    Research Ideas Log and Research Log
    Use of Record Agents and Genealogists

    What Do I Take with Me? The Research Briefcase
    Other Ideas
    Efficient Use of Time
    Effective Use of Films on Loan at FamilySearch Centers

    Module 6
    Sources & Information
  • Original Sources
  • Derivative Sources

    Strategy For Genealogical Research

    Reasons and Strategies for Using the Main Original Sources
  • Using Civil Registration (Vital Statistics)
  • Using Censuses
  • Using Parish and Other Church Registers
  • Using Probate
  • Using Land Records

    Where to Find the Sources
  • Finding Family Sources
  • Finding Civil Registration (Vital Statistics)
  • Finding Census
  • Finding Parish and Other Church Registers
  • Finding Probate
  • Finding Land Records
  • Finding Other Sources

    Bibliography/Reference List
  • Books
  • Courses

    Appendix: Useful Forms


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