Advanced Methodology
# Courses Base Price
Courses 4 $476.00
Analysis & Skills Mentoring 1 $160.00
Package total: 5 $636.00
Course image Methodology - Part 6: Professional Preparation and Practice
Advanced Methodology
Course Summary:

Optional Print Course Material: Methodology 6 - Professional Preparation and Practice

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

This course examines the specific needs of the researcher-for-hire, touching on a variety of topics including experience and education; a review of research standards; peer-body certification or accreditation; business planning and office organization; the kinds of services to offer; setting fees; and promotion and marketing ideas to heighten your profile.

Professional standards are equally applicable to the serious family historian who wishes to construct proof arguments, write articles or compile a worthy family history.


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

MODULE 1
EDUCATION
Terminology
Professional Requirements
Networking
Brief Review of Research Standards
Genealogical Proof Standard

MODULE 2
BUSINESS SERVICES AND OFFICE
Business Planning
Home Library
Research Services
Specialties
Marketing Your Services

MODULE 3
CLIENT MANAGEMENT
Answering Enquiries
Who Is This Potential Client?
Working With Colleagues
The Professional Image

MODULE 4
RESEARCH PLANNING & REPORTING
Research Planning
Report Writing
Reports for Law Firms
Reviewing Your Report
Audio Recordings

MODULE 5
OTHER OPTIONS — WRITING, LECTURING & TEACHING
Writing
Copyright
Lecturing/Speaking
Teaching
Preparation & Planning
Heir Tracing
Private Investigator
Tours
Land/Title Searching
Broadcaster
Editor
Photographer

MODULE 6
ETHICS
Standards and Guidelines
APG Code of Ethics
Copyright & the Law
Liability and Fraud
Ethical Accountability & Planning
Course image Palaeography: Reading and Understanding Historical Documents
Advanced Methodology
Course Summary:

Optional Print Course Material: Palaeography Workbook Only

Optional Print Course Material: Palaeography: Reading and Understanding Historical Documents includes the Workbook

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

Tackle unfamiliar documents spanning the past five hundred years. The primary goal involves transcribing the unfamiliar writing in old documents to the modern-day hand. As Britain had a major influence on the cosmopolitan development of North America, examples will be taken from British and Canadian resources. Introduction to the following topics:

  • Writing Materials
  • Palaeography
  • Roman Numerals
  • Currency
  • The Calendar
  • The Religious Calendar
  • Weights and Measures
  • Origin of Family Names
  • Social Structure in Britain
  • Occupations
  • Introduction to Latin Terminology
  • Bibliography

The workbook provides physical hand/eye coordination practice needed for evaluating antique documents.


Contact Hours: 24
Grading Scale: 70% Tests/30% Assignments
Course Length: 10 weeks
Course Content

MODULE 1
WRITING MATERIALS
PALAEOGRAPHY
Techniques for Reading Early Documents
Transcribing the Manuscript
Workbook Challenges #1-1 to #1-7

MODULE 2
EARLY FORMS OF SPEED WRITING
Reading Words Containing Contractions or Ligatures
Punctuation, Grammar & Literary Style
Creative Spelling
Common Spelling Variations
Workbook Challenges #2-1A to #2-7

MODULE 3
ROMAN NUMERALS
CURRENCY
Workbook Challenges #3-1 to #3-6

MODULE 4
CALENDARS, ANCIENT & MODERN
Dating Manuscripts
Regnal Year
Civil Registration/Vital Statistics/Vital Records
Workbook Challenges #4-1 to #4-7

MODULE 5
WEIGHTS & MEASURES
Length
Surveyors’ Measurements
Capacity
Common Usage in Home Therapy
Workbook Challenges #5-1 to #5-7

MODULE 6
THE CHURCH, THE MANOR & SOCIAL LIFE
Church Feasts & Festivals
Manorial Records
Court Leet
The Records
Workbook Challenges #6-1 to #6-7

MODULE 7
SURNAMES
Origins of Surnames
Naming Patterns for Newborns
Social Structure in Britain

OCCUPATIONS

Workbook Challenges #7-1 to #7-7

MODULE 8
LATIN TERMINOLOGY
Understanding Latin
Family Relationships
Latin Terms in Parish Documents
Latin Terms in Legal & Manorial Documents
Latin Terms & Abbreviations in Medical Documents
Apothecary Weight (Mass)
Fluid Measurement
Workbook Challenges #8-1 to #8-7
Course image Genealogy and Copyright Guidelines
Advanced Methodology
Course Summary:

Note: This course requires compulsory materials to be ordered. 

  1. The book, Carmack's Guide to Copyright & Contracts: A Primer for Genealogists, Writers & Researchers, is available at GenealogyStore.com
  2. Optional Print Course Material: Genealogy and Copyright Guidelines

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

As genealogists, we must be very careful how we use information or documents we find during our research. The use of certain documents or the publication of information may be restricted in some way. There are many laws―federal, provincial, state and local―that affect the manner in which we can use the information of interest to genealogists. This course covers the area of law which has the most direct impact on genealogical research, copyright law. This law affects the way that you can use copies of other's work, and ways that you can protect your own work.

This course is based on the laws of the United States with a large portion of genealogy companies based in the US, you will need to understand these laws as well as in other countries, although some of the information will not be applicable in your country, the concepts of copyright in most countries are similar. Research copyright laws in your own country to see the limitations that may be imposed upon you.


Contact Hours: 18
Grading Scale: 70% Tests/30% Assignments
Course Length: 7 weeks
Course Content

MODULE 1
INTRODUCTION & COPYRIGHT BASICS

MODULE 2
FAIR USE & OBTAINING PERMISSION

MODULE 3
PUBLIC DOMAIN

MODULE 4
COPYRIGHT ON IMAGES & MAPS

MODULE 5
WORK FOR HIRE

MODULE 6
CONTRACTS
Course image Genetics and Medical Family History
Advanced Methodology
Course Summary:

Optional Print Course Material: Genetics and Medical Family History

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

This course (formerly titled Genetics and Genealogy) is designed to introduce the genealogist to a different way of seeing family tree research — as a source of genetic information. It can be fun to track that characteristic chin through the family, or even lifesaving to document ancestors and cousins with diabetes or cancer. The course will cover a bit on traits (i.e. genes), pedigree drawing and describing relationships, recognizing simple hereditary patterns and the reason they occur, basic rules for ethically assembling a medical pedigree, and common sources used to uncover physical traits. Upon completing the course, the student should be able to gather and evaluate basic genealogical sources, have some knowledge of what traits are and how they are inherited, and draw a simple medical pedigree to show a physician.


Contact Hours: 21
Grading Scale: 70% Tests/30% Assignments
Course Length: 8 weeks
Genetics and Medical Family History is included in 3 certificates--Methodology, DNA and Genetics, and Professional Development. Students only need to take this course once when earning multiple certificates.

Course Content

MODULE 1: INTRODUCTION
Introduction to Genetics/Medical History
DNA
Genes
Chromosomes

MODULE 2
SIMPLE PATTERNS IN PEDIGREES
Dominant Inheritance
Recessive Inheritance
X-Linked Inheritance

MODULE 3
OVERVIEW OF GENETIC GENEALOGY TESTING
What is DNA
atDNA Testing
yDNA Testing
mtDNA Testing
X-Chromosome Results

MODULE 4
THE ETHICAL PEDIGREE
Basic Rules of the Ethical Pedigree
The Pedigree as Medical Record

MODULE 5
BEGINNING THE MEDICAL PEDIGREE
Basic Genealogy Principles; also Help with Pedigrees
Specific Diseases
Behaviours & Mental Abilities

MODULE 6
SIFTING THE RECORDS
Census Returns
Newspapers
Burial Records, Tombstone Inscriptions & Funeral Home Records

MODULE 7
PUTTING YOUR RESEARCH TOGETHER
Medical Reference
Looking More Closely at the Records
Patterns in Your Pedigree
Genealogy: Out of the Archives & Into the Lab
Course image Analysis and Skills Mentoring-Part 3
Advanced 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).

Additional Optional Supplies: Optional Print Course Material: Analysis and Skills Mentoring Part 3

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

  1. Mills, Elizabeth Shown, editor, Professional Genealogy: A manual for researchers, writers, editors, lecturers and librarians (2001; reprint, Baltimore, Maryland: Genealogical Publishing Company, Inc., 2012).
  2. Cite Your Sources Package - Includes Elizabeth Shown Mills' Evidence! Citation & Analysis for the Family Historian, QuickSheet: Citing Ancestry.com Databases & Images Evidence! Style, QuickSheet: Citing Online Historical Resources Evidence! Style, and QuickSheet: Citing Genetic Sources for History Research Evidence! Style.

The Analysis and Skills Mentoring Program-Part 3 is designed to prepare you for the challenges and high standards required of a professional genealogist. The term “professional” includes the serious-minded genealogist who wants to achieve a professional standard of excellence in the quality of their family’s genealogy as well as those in the profession. This course is a continuation of problem-solving skills discussed in Part 2. Constructing a proof argument and participating in a group discussion of a scholarly article are integral to the program. The reading materials covered in the previous courses, Parts 1 & 2, will be referenced as well as some new information.


Contact Hours: 48
Course Length: 26 weeks
COURSE CONTENT

COURSE INTRODUCTION
General Notes & Overview
Course Guidelines

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

Course Reading Materials - Part 1
Assignments 1 to 5
Private - First Consultation Appointment
Assignments 6 and 7

Course Reading Materials - Part 2
About the Scholarly Article for Review
Virtual Meeting - A&S-Part 3 Article Review
Assignment 8
Private - Second Consultation Appointment

SUPPLEMENTAL COURSE READING
Citing Your Sources
Core Elements
Transcriptions, Abstractions, and Extractions
Timelines
Sorting Same Name
Genealogical Proof Standard
Analysis Process
Report Writing
Recommended Reading
Proof Statement, Proof Summary, or Proof Argument?
Scholarly Article Interpretation
How to Read & Study a Scholarly Article
NGSQ Scholarly Article for Review