Course image Methodology - Part 3: More Strategies
Intermediate Methodology
Course Summary:

Optional Print Course Material: Methodology 3 - More Strategies

*Course materials will only be sent to students who are registered in the course. The objective of this course is to teach you how to manage 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.

Contact Hours: 18
Grading Scale: 70% Tests/30% Assignments
Course Length: 8 weeks
General Course Information
The objective of this course is to teach you how to manage your genealogical project.

Methodology - Part 3: More Strategies and Methodology is the first providing different methods of managing your genealogical project. An intensive study of the types of information and how to gather and organize this information, the research process, and your genealogical office. Strategies for planning a project and using original records complete the course.

6 Modules, 7-week course, 18 hours
Course image Methodology - Part 4: Effective Searching and Recording
Intermediate Methodology
Course Summary:

Optional Print Course Material: Methodology  4 - Effective Searching and Recording

*Course materials will only be sent to students who are registered in the course.

The objective of this course is to teach you how to effectively search and record your information. 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.

Contact Hours: 18
Grading Scale: 70% Tests/30% Assignments
Course Length: 8 weeks
COURSE CONTENTS

MODULE 1
STEP 4: EFFECTIVE SEARCHING & RECORDING
Effective Searching
Locating Research Already Done or In Progress
Published Family Histories, Genealogies & Biographies = Research Already Done
Locating Other Researchers = Work in Progress
Taking Notes during Research
Consistency in Format & Use of Abbreviations
Recording
Five Essential Parts of a Good Record
Use of Transcript or Abstract Forms
Recording Family Sources
Written Sources
Recording Civil Registration/Vital Records/Vital Statistics

MODULE 2
STEP 4: EFFECTIVE SEARCHING & RECORDING…Continued
Recording ... Continued
Recording Census
Recording Parish & Other Religious Registers
Phonetic Spellings
Foundlings’ Names
Calendar Changes
Julian & Georgian Calendars & “The Lost 11 days”
Old Style & New Style
Genealogical Surprises
Recording Parish Registers with Patronymics
Recording Probate
Recording Land Records
Recording DNA

MODULE 3
STEP 5: DOCUMENTATION
Introduction to Documentation
Required Reading
Recording & Copying Relevant Items
What Can You Copy?
Before You Visit an Archive or Repository
Obtaining Copies from FamilySearch

MODULE 4
STEP 6: PRESENTING & PRESERVING YOUR RESEARCH
Presenting Your Research
Accuracy & Ethical Considerations in Publishing Data
Synthesis of Research Results
Standard Methods of Synthesis of Research Results
Biography Synopsis/Timeline
Family Group Record
Surname Descent Chart
Pedigree Chart
Ahnentafel or Continental Pedigree
Circular & Fan Pedigree Charts
Decorative Pedigree Charts

MODULE 5
STEP 6: PRESENTING & PRESERVING YOUR RESEARCH…Continued
Presenting Your Research…Continued
Descendancy Chart
Computer Format
Narrative Format or Paragraph Pedigree
Sun Charts
Decorative Descent Charts
Family Tree or Drop-Line Chart
Computer Software Programme - Ancestor Notes
The Ancestorgraph
Charts for Other Interests

MODULE 6
STEP 6: PRESENTING & PRESERVING YOUR RESEARCH…Continued
Preserving Your Research
Stop & Write Up Frequently
Survival of Your Research
Share with Others
Writing a Family History
Guides
General Considerations in Writing
Simple Ways to Organize Your Book
Narrative Accounts
Telling the Story as a Descendancy
Telling the Story Along Ancestral Lines
One Surname
Matrilineal Descent
Several (or all) Ancestors
Telling the Story as Descendants & Ancestors of a Pivotal Couple
Family Reference Book
Theme Approach
Sources-based Approach
“How I Did It” Account
Combinations
Your Final Say - Disposal of Your Research After Your Death

RECOMMENDED READING & RESOURCES

APPENDIX
Useful Forms
Course image Methodology - Part 5: How To Prove It
Intermediate Methodology
Course Summary:

Note: This course requires compulsory materials to be ordered.

  1. Board for Certification of Genealogists, Genealogy Standards, 2nd edition revised (Nashville, Tennessee: Ancestry, 2021).
  2. Jones, Thomas W., Mastering Genealogical Proof (Arlington, Virginia: National Genealogical Society, 2013).

Optional Print Course Material: Methodology 5 – How To Prove It

*Course materials will only be sent to students who are registered in the course.

The objective of this course is to teach you how to make an effective research plan and how to establish proof in your research. It builds on the skills learned during the basic and other intermediate-level Methodology courses. This course considers in depth the many possibilities and pitfalls involved in proving your family history in a professional manner. This comprehensive treatment prepares the student for the research process and writing out the research results and conclusion of analysis to establish proof.

Contact Hours: 18
Grading Scale: 70% Tests/30% Assignments
Course Length: 8 weeks
COURSE CONTENT

MODULE 1
HOW TO PROVE IT

THEORY
Required Reading
Where to Begin?
Meaning of Proof
Concepts of Fact, Deduction & Assumption
Fact
Deduction by Logic
Unsound Assumptions
Necessary Proof or Sufficient Proof?
What is proof in genealogy?
Proving Relationships
Required Level of Proof in Genealogy
Preponderance of Evidence
Beyond Reasonable Doubt
Clear, Cogent & Convincing > The Genealogical Proof Standard
Understanding Sources
Types of Sources
Categories of Sources
Original, Derivative & Authored Sources
Reliability of Original Sources
Reliability of Derivative Sources
Reliability of Authored Sources
Terminology
Recommended Reading & Resources

MODULE 2
THEORY ... CONTINUED
Required Reading
Sources, Information & Evidence
Categories of Information
Primary, Secondary & Undetermined Information
Types of Evidence
Direct, Indirect & Negative Evidence
Selection of Evidence Used in Proof
Constructing Hypotheses & Theories
Value of Previous Research
Scriptures
Legends, Oral Traditions & Ancient Pedigrees
The Internet
Unprovable Family Connections

MODULE 3
TECHNIQUE
Required Reading
General Advice
Focussing on a Search for Evidence
Pedigree Analysis
Family Reconstruction
FAN Club / Cluster Research
Killing Them Off

MODULE 4
TECHNIQUE ... CONTINUED
Required Reading
Use of Indexes
When searching indexes…
Documentation
Description of the Source
Record All Relevant Items
Images of Significant Items
Go Sideways
Know & Use Alternative Sources
Serendipity & Intuition
What Is Serendipity?
What Is Intuition?
Examples of Serendipity & Intuition
How Does Serendipity Work?

MODULE 5
PROBLEM SOLVING
Required Reading
Types of Problems
Problems with Starting Information
Assumptions - a.k.a. Presumptions
General Problems with Records
Conflicting Evidence
Name Changes

MODULE 6
PROBLEM SOLVING ... CONTINUED
Required Reading
Finding the Right Geographic Location
Understanding Indexes
Birthplaces
Using Maps & Gazetteers
Migration & Movement
Age Problems
Illegitimacy
Bigamy
Proscribed Marriage
Delayed Marriage
Female Ancestors
Paupers Disappearing
Apprenticed Out of the Home Parish
Removal to Parish of Settlement
Service in the Army, Militia, or Navy
Runaways
If all Else Fails, Write an Article!

BRING THE PROOF TOGETHER IN WRITING
Required Reading
Putting It Together
Putting the Proof in Writing

RECOMMENDED READING & RESOURCES
Course image Analysis and Skills Mentoring-Part 2
Intermediate Methodology
Course Summary:

NOTE: This course requires compulsory textbooks to be ordered.

  1. Genealogy Standards, 2nd Edition by Board for Certification of Genealogists
  2. Mastering Genealogical Proof by Thomas W. Jones

Optional Print Course Material: Analysis and Skills Mentoring - Part 2

*Course materials will only be sent to students who are registered in the course.

The Analysis and Skills Mentoring 2 is designed to promote the quality of the work every family historian and genealogist alike should strive to achieve. This course is a continuation of the teaching, testing and consulting method. The subjects addressed cover the Intermediate Level studies. Complete all prerequisites before starting AS2. An integral part of this practical program includes discussing your completed assignments. You'll receive personalized advice and help toward improving your skills.

 26-week course. Though you can take six months to submit all the assignments and complete the private one-on-one consultations, this course takes an average of 36-40 hours of hands-on work. We give extra time to book consultation appointments, allowing for flexible scheduling. Realistically, you can finish this course in 8 weeks like the other courses you've taken. Feel free to slow down and take your time as well.

Contact Hours: 36
Course Length: 26 weeks
COURSE CONTENT

COURSE INTRODUCTION
General Notes & Overview
The Learning Process
Course Guidelines

COURSE DETAILS & INSTRUCTIONS
Virtual Meeting - A&S General Discussion

Course Reading Materials - Part 1
Required Reading
Exercises
Course Study Check
Assignments 1 to 3
Private - First Consultation Appointment
Course Study Check
Assignments 4 to 6

Course Reading Materials - Part 2
About the Scholarly Article for Review
Virtual Meeting - A&S-Part 2 Article Review
Assignment 7
Course Study Check
Private - Second Consultation Appointment

SUPPLEMENTAL COURSE READING
Citing Your Sources
Core Elements
Elements for Original Sources
Elements for Derivative Sources
Elements for Narrative Sources
Elements for Online Sources
Structure
Census Example (Fictitious)
Vital Record Examples
Book Examples
Chapter/Article Examples
Website Examples
Database Example
Digital Image Example
Transcriptions, Abstractions, and Extractions
Timelines
Genealogical Proof Standard
Analysis Process
Scholarly Article Interpretation
How to Read & Study a Scholarly Article
First Reading
Second Reading
Third Reading
Fourth Reading
Reading NGSQ Articles
Studying versus Reading
Studying the NGSQ Article
Recommended Reading
NGSQ Scholarly Article for Review
Additional Reading