Category Archives: State resources

Choosing a Family for your Four Generation Project

By Lisa Stokes, AG®

Have you ever wondered if the family you chose for your Four Generation Project was a good fit? Are you struggling to find a family that is ‘just right’? ICAPGen Study Group mentors have compiled some suggestions to help participants fine tune their selection for their Four Generation Project.

The family you chose does not need to be your own family. Sometimes in researching your own family you’ll find yourself so invested that it’s difficult to draw the line on ‘reasonably exhaustive research.’

Pick a family that will illustrate your skills as a genealogist! Look for a family that shows off your skills using a variety of original sources. Look for opportunities to use indirect evidence, analyze and correlate, discuss your findings and resolve conflicts.

A family that demonstrates any of the following would not be a good fit:

  • They don’t stay in the region long enough
  • There are insufficient original records
  • There is insufficient proof of relationships and events
  • There is a lack of record types from the Regional Resources document for your region

If you are planning to use research that you conducted a long time ago, be sure that you remember how connections were made. Is your research log complete? If not, it may be difficult to accurately recreate your research log and articulate your research in the report. Keep in mind, though, that many applicants successfully make prior research work for a Four Generation Project.

Demonstrating Your Research Skills

One of the purposes of the Four Generation Project is for applicants to show they know how to research. Look for a family that shows off your research skills. Use a variety of strategies and methodologies to present the research in your report. Some strategies you might discuss include:

  • Distinguish people of the same name to show why one particular person belongs in the family and not another person of the same name.
  • Emphasize how a record applies to the individual or family. For example, how does the census household enumeration add to the proof that they are from the family you are discussing (i.e occupations, religion, visitors, ages, age gaps, servants, addresses, correlating multiple censuses, etc.).
  • Point out a discrepancy that exists among records and display your knowledge of the location, the records, the family, etc. Discuss why one source is more credible than another.
  • Use negative evidence to help prove an identity, a death, a migration, or other events. For example, show that an individual is not in a certain place and thus could be deceased or could have migrated from one area to another.
  • Use naming patterns to connect members of a family.
  • Use the FAN club concept of cluster research to strengthen your proof arguments. For example, connect people in the same location or connect a family in one location to a family in another location. This technique can also be used to strengthen evidence of likely relationships.
  • Find ways to use indirect evidence to strengthen proof arguments and reach a solid conclusion.
  • Apply understanding of the laws of the time period and region by accessing statute books or other documentation of the laws.
  • Explain the jurisdictional organization and who had custody of the records or any boundary changes that may affect the records.
  • Use cultural, or historical context to support a conclusion about a person’s identity.

Children of the second, third, and fourth main-line subjects should be well researched and documented in the research log and family group sheets. Covering these children in the research report of the Four Generation Project is not a requirement, and is discouraged if it distracts from the space needed to properly analyze the main subjects and their generational links. HOWEVER, showcasing research skills, analysis skills, and/or correlation skills with the children is a good technique in a Four Generation Project.

For more detailed information, consult the Guide to Applying for an Accredited Genealogist® Credential which covers all of ICAPGen’s application requirements and guidelines.

A Personal Reference Guide Prepares Candidates for ICAPGen Testing

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By Lisa Stokes, AG®

The accreditation process builds proficiency in genealogical research methodology, strengthens knowledge of a specific research region, and develops solid report writing skills. Successful ICAPGenSM testing ensures a candidate is ready for professional level research. Creating a Personal Reference Guide to prepare for the Written Exams builds a foundation for ongoing expertise in the region.

What is a Personal Reference Guide?

A Personal Reference Guide, often abbreviated as PRG, is a compiled study guide that allows quick reference during research and testing. It can contain Quick Reference Sheets, Methodology Guides, Country Guides, State Guides, and other resources to aid the researcher.

Benefits

The benefits of creating a Personal Reference Guide to prepare for accreditation testing and client research are abundant and well worth the effort. Developing a Personal Reference Guide:

  • Solidifies learning for an accreditation candidate by encouraging an effective study process
  • Encourages gathering of new information, such as key resources and methodologies for the region, while studying for testing
  • Builds confidence in research skills and regional knowledge
  • Provides a solid foundation and knowledge of background and locality information about a narrowed location
  • Provides an understanding of methodologies that work well in the region
  • Allows for more effective client research time
  • Creates a well-rounded researcher

Continued gathering of locality information over time creates an invaluable, time-saving resource to use for many years to come.

Using the Personal Reference Guide for Accreditation Testing

The ICAPGen Written Exams use an open-book testing format, which allows the candidate to consult online resources, reference books, and personal notes during the exams. The Personal Reference Guide can take many formats and contain many Resources.

Format: Prepare digital or physical Research Reference Guides or a combination of the two to use during testing.

Content: Collect sample documents, maps, links, and webinar syllabi for quick reference during testing. Create methodology research guides, country and state guides, and quick reference guides to solidify knowledge of the region.

Logistics: The candidate is required to download their PRG materials to the testing computer and log out of any cloud service. Sufficient time is allowed to download materials before the test begins. Personal computers, tablets, cloud services or phones are not permitted during the test. All materials referenced during the test must be accessed from the testing computer to protect the test’s integrity and prevent copying of the test.

Creating a Personal Reference Guide is valuable preparation for all genealogical work. A solid Personal Reference Guide will also ensure success in testing and provide a foundation for ongoing expertise in a chosen region.


Based on an article published in the Fall 2022 ICAPGen Study Group Newsletter. Read Lisa’s updated post, Level Up Your Research: Why You Need a Personal Reference Guide for Genealogy at Lisa Stokes Heritage Research.