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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 student’s 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.)

Course Content

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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