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Optional Print Course Material: Skills: Transcribing, Abstracting, and Extracting
*Course materials will only be sent to students who are registered in the course.
This Skills: Transcribing, Abstracting & Extracting course enriches your skills, knowledge, and training through the course reading materials, practicals, and assignments to improve transcribing, abstracting, and extracting capabilities.
Note: Our students are studying different courses or countries, and many examples of documents from around the world are used to give as much experience of the differing formats and types of documents.
Historical: This course originated October 2013. Current version copyright is 2013.If you have older material, it needs to be replaced. Use the chat app to order your replacement materials.
MODULE 1
TRANSCRIPTIONS
What is a Transcription?
General Rules for Transcriptions
Citation and Other Documentation
Method of Transcribing a Document
Method of Transcribing Directly from the Original Document
MODULE 2
WORD PROCESSING FEATURES
Auto Correction
Spell Check
Automatic Capitalization
Superscript and Subscript
Small Capitals
Lines Over Letters
Tables
Indentations & Margins
Large Bracket
MODULE 3
ABSTRACTING
What is an Abstraction?
When to Abstract a Document?
General Rules for Abstracting
Method of Abstracting from a Transcribed Document
Method of Abstracting Directly from a Document
MODULE 4
PRACTICAL EXERCISES
Transcription Exercise
MODULE 5
EXTRACTION
What is an Extraction?
Census
Church Registers
General Rules for Extracting
QUOTATIONS
What is a Quotation?
General Rules for Quoting
MODULE 6
PRACTICAL EXERCISES
Transcription Exercise
Abstraction Exercise
Transcription Exercise
Quotation Exercise
Important
notice: The
ME-205 Latin
for Genealogists course is a mandatory
Methodology course and a prerequisite to ME-302
Palaeography: Reading and
Understanding Historical Documents as of 1
January 2025. All students who have not finished the
full Basic and Intermediate Methodology Certificates by 31
December 2024 will need to add this course to your
program.
Required Print Course Material: Palaeography Workbook Only
NOTE: The Workbook was updated on
Optional Print Course Material: Palaeography: Reading and Understanding Historical Documents includes the Workbook*Course materials will only be sent to students who are registered in the course.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:
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Writing Materials
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Palaeography
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Roman Numerals
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Currency
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The Calendar
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The Religious Calendar
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Weights and Measures
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Origin of Family Names
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Social Structure in Britain
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Occupations
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Introduction to Latin Terminology
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Bibliography
The workbook provides physical hand/eye coordination practice needed for evaluating antique documents.
Historical: This course originated December 2001. Current version copyright is 2002, with exception to the Palaeography Workbook (last update May 2018).If you have older material, it needs to be replaced. Use the chat app to order your replacement materials.
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
We describe the most important genealogical aids and derivative sources in order to efficiently plan and organize your research. You will learn how to access and efficiently utilize the millions of original sources available in microform at a Family History Center in your locality so you may obtain primary information and documentation. We explain the contents of online databases available free at Family History Centers through their new Portal, and other indexes and original records to be found uniquely at Family History Centers. New FamilySearch is explored as are many other new Latter-day Saints websites such as Record Search Pilot, FamilySearch Labs, FamilySearch Beta, the fantastic Wiki and many others.
In presenting what may be found at the forts, this course also presents a vignette on the early settlement of North America. Forts were built to serve a specific purpose, then, when a perceived danger subsided, the site may have served other uses or been abandoned and left to ruin.
Throughout the material are compilation listings of past and existing forts, which will leave you with a vital resource and reference list.
The Internet has become one of the major tools for assisting family historians with their research and a personal genealogical web page allows a genealogist to take advantage of this electronic medium for disseminating information. It is often quoted anecdotally that genealogy is one of the three biggest uses of the Internet. This kind of potential audience is simply unimaginable for a paper-based family history.
By the end of the course, each student should have a web page or a series of web pages written, coded, and uploaded to a web server and accessible to the public.
The overall assignment for the course is to produce and mount a web site on a server that is available to the public. The web site may consist of just one main page or a series of pages. The course itself is four weeks long, but you will have six weeks to complete your web site.
This class will continue on from the basic research class, with emphasis placed on going beyond your own personal genealogy to form a mutually beneficial community-based research protocol through networking with other researchers and participation in professional groups, societies, village-based associations, etc.
A comprehensive traditional and online reference list will be provided. Suggestions for additional resources will be encouraged and welcomed!
Publishing and sharing information and research data with others will also be discussed in detail.
AFTER NOVEMBER 2012
SCOTTISH: CENSUS RECORDS (Sheena Tait)
This course looks at the history, structure and contents of the 1841-1911 censuses of Scotland. Strategies for searching and locating the records will be discussed together with the limitations of the various sources. We will then look at the research possibilities of earlier census returns, together with their survival back to “Dr Webster’s census” of 1755. We will also look at the National Identity Register of 1939.
BEFORE JANUARY 2008
UNDERSTANDING SCOTLAND (Arlene Eakle)
This course represents the Jurisdictional Approach to Scottish Research. This approach makes it easier to find and access records themselves. It also emphasizes the context in which ancestors lived their lives. The importance of knowing the structure and relationship of government units to each other and to the population of Scotland cannot be overemphasized. Each unit had its own governing rights and created its own records. These records often paralleled or overlapped coverage of the people subject to that jurisdiction. In times of local chaos, loss of records by one unit can be compensated in the preservation of records in another.
AFTER JUNE 2012:
SCOTTISH: STATUTORY REGISTRATION (Sheena Tait)
Birth, marriage and death certificates are the fundamental building blocks of genealogical research in Scotland. This course looks at the development of the Statutory Registration system in Scotland. It will provide the practical details needed to understand the system of civil registration, where to find and how to use indexes and certificates. The course looks in detail at what the certificates can tell us and at the legislation which affected what was included in certificates at the different periods of time and in both copies of the registers and certified copies of the certificates.
BEFORE JANUARY 2008
BASIC SOURCES (Arlene Eakle)
The usual approach to building a pedigree is to begin at the local level, where records closer to the family members are kept. Tracing a Scottish family in 2004 requires a more efficient access to data. The General Register Office for Scotland (GRO-S) received official and mandated copies of many of the records we consider "local" (because they were collected at the local level). These records have been entered into a digital database, centrally and directly available to you—so, we begin here.
Jurisdictionally, we orient ourselves to the parish (district) and the county. Practically, we search the central database for these parish and county records. This will happen with several record categories required in your research because of the need of government officials to report, account for, collect, and preserve the records of your ancestors.
Four ''Live Online Meetings'' will be offered during this course.
This course does not qualify as a Certificate course in the Certificate in Genealogical Studies program. It will not have assignments to submit, or an exam to complete.
Due to the sensitive and confidential material in the majority of your searches, in lieu of a public forum of class chats, the instructor will be available to each student via email for the duration of the course for questions and concerns. A limited number of one-on-one instructor/student assistance by email will be available during this course. If more in-depth assistance is required, private consultations can be booked at an additional fee.
This course does not qualify as a Certificate course in the Certificate in Genealogical Studies program. It will not have assignments to submit, or an exam to complete.
Although this course is indicated as a 6 week class, you will have access to the instructor only during the first four weeks. The materials will be available to you for an additional two weeks.
TESTIMONIALS
I cannot say enough about you and your class. Your experience, insight and humor made the course so pleasant. I found my half-brother and we are meeting this weekend. Our first toast is going to be to you.
Louis, New York
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A million variables. But by following your advice, following thru and not giving up, we found our needle in the Haystack. 200 million Americans and we found one. If only the Katrina families/agencies had your know-how.
T.D, Chicago, IL
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Dear Linda Rakita,
The month of February 2006, will always be a special memory for me, as that’s when I began your class on adoption.
Having reunited years earlier with a childhood friend who’d been given up for adoption in 1955, who expressed a strong desire to find out about her birth family, and myself being ignorant of this type of research, it made sense to find someone who was not only a professional in this field but one who cared about her students and the class.
Looking back over the years and remembering all of my teachers, I can count only three who were outstanding & as a consequence, I did very well in those classes. Outside of the public school system, it is obvious to me that you also display high standards of excellence in your teaching.
I can’t remember when I’ve had so much fun with an instructor. You immediately sensed my passion for research. You responded to my questions in a very timely manner and sometimes you threw in what I’ll call, a treat—something you found on your own about a possible birth family member connected to my project. Of course this served to whet my insatiable hunger for deeper digging on my own!
This quest for answers on behalf of my friend at times, became emotionally charged and particularly so, the closer I reached the mark. I felt very comfortable pouring my heart out to you and am so thankful for the sensible as well as compassionate responses and advice from you. At times you sprinkled your messages with humor and your efforts did not go unnoticed and were most welcome.
In closing, I’d like to say that based on my experience with you, I know you’ll continue to be a beacon of light to others in whatever direction you travel. Thank you for enlightening me!
Sincerely,
Sandy, Tracy, CA
~~~~~~~~~~~~~~
Linda is very experienced in her field. She is intelligent, intuitive, resourceful and extremely competent - all important qualities needed for any successful searcher. In addition, she is an honest, sensitive and compassionate person who is passionate about her work. In my opinion, this makes Linda truly special.
Linda is someone who has total respect for the feelings and concerns of others. And she is experienced and wise regarding the complicated nature of human interaction and reaction.
Nancy, New York
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Four ''Live Online Meetings'' will be offered during this course.
This course does not qualify as a Certificate course in the Certificate in Genealogical Studies program. It will not have assignments to submit, or an exam to complete.
Although this course is indicated as a 6 week course, you will have access to the instructor only during the first four weeks. The materials will be available to you for an additional two weeks.
Four ''Live Online Meetings'' will be offered during this course.
This course does not qualify as a Certificate course in the Certificate in Genealogical Studies program. It will not have assignments to submit or an exam to complete.
Although this course is indicated as a 6 week course, you will have access to the instructor only during the first four weeks. The materials will be available to you for an additional two weeks.
Four ''Live Online Meetings'' will be offered during this course.
This course does not qualify as a Certificate course in the Certificate in Genealogical Studies program. It will not have assignments to submit or an exam to complete.
Although this course is indicated as a 6 week course, you will have access to the instructor only during the first four weeks. The materials will be available to you for an additional two weeks.
Four ''Live Online Meetings'' will be offered during this course.
This course does not qualify as a Certificate course in the Certificate in Genealogical Studies program. It will not have assignments to submit or an exam to complete.
Although this course is indicated as a 6 week course, you will have access to the instructor only during the first four weeks. The materials will be available to you for an additional two weeks.
Four ''Live Online Meetings'' will be offered during this course.
This course does not qualify as a Certificate course in the Certificate in Genealogical Studies program. It will not have assignments to submit or an exam to complete.
Although this course is indicated as 6 week, you will have access to the instructor only during the first four weeks. The materials will be available to you for an additional two weeks.
You will have the opportunity to discuss the course and any research problems with your instructor and fellow students during the four “live online meetings” which are part of this course.
This course will look at what resources you have may have used in the past and see how that may help you get started with your Native American research. We will cover many different resources that you may not have known existed when you began searching for your Native American ancestors. We will start by focusing on the different tribes, such as the Five Civilized Tribes, Early Eastern Tribes, Tribes of the Plains, California Indians, Indians of the Pacific Northwest, and finally the Métis and the First People of Canada. Each lesson has a different tribal focus providing a variety of sources.
Four ''Live Online Meetings'' will be offered during this course.
This course does not qualify as a Certificate course in the Certificate in Genealogical Studies program. It does not have required assignments to submit or an exam to complete.
Although this course is indicated as 6 week, you will have access to the instructor only during the first four weeks. The materials will be available to you for an additional two weeks.
Four ''Live Online Meetings'' will be offered during this course.
This course does not qualify as a Certificate course in the Certificate in Genealogical Studies program. It will not have assignments to submit or an exam to complete.
Although this course is indicated as a 6 week course, you will have access to the instructor only during the first four weeks. The materials will be available to you for an additional two weeks.
Social Media for the Wise Genealogist is a six week course for students who are interested in learning how social networking can help them as genealogists. The methodology behind using social network sites will be discussed.
The National Institute for Genealogical Studies is extremely pleased to be able to use, as the primary text for this course, an outstanding book on this subject, authored by Drew Smith, Social Networking for Genealogists (Baltimore, Maryland: Genealogical Publishing Company, 2009), to explore behind the scenes of social networking.
Because the course reading material is not proprietary to the National Institute’s course, access to the electronic text of mandatory course reading material will NOT be available online. The course syllabus will primarily serve as a guide to the content of Smith’s book. In addition, it will present some supplemental material, as well as the assignments.