Course 1: Taking your Research to the Next Level
Paula Stuart-Warren, CG, FMGS, FUGA

It's time. We all reach the point where we need to learn about other resources and delve more deeply into those we already know. This is the way we take our research to a higher level, solve problems, and advance our family history. This course provides in-depth learning on 19th-21st century U.S. resources and the methodology for using them. We probe deeper into the content, origin, location, and interpretation of records. It's not just listening to lectures, but interactive classroom time that takes you beyond basic research tools. On-site Family History Library support and a computer lab from course instructors provide one-on-one assistance and guidance with your own research.

Paula's UGA Virtual Chapter presentation from August 2016 shows a glimpse of things you might expect in this course:

You can also watch a full presentation by Paula for a better sense of the course.

Suggested Prerequisites

Experience researching in a variety of records and repositories, familiarity with FamilySearch.org and other family history websites, reviewing at least one basic genealogy guide, and previous classroom learning related to family history.

Suggested Requirements

Students are encouraged to bring a laptop computer or tablet for project work during the week.

Other Instructors

  • Luana Darby, MLIS, AG
  • Cyndi Ingle
  • Debra Mieszala, CG

 Course Schedule

Regular Price: $525.00 Member Price: $475.00 Seats Available

Course 2: The Third Coast: Research in the Great Lakes Region
Cari A. Taplin, CG and Kathryn Lake Hogan, PLCGS

This course will take students through genealogical and historical research in the Great Lake region of the United States and Canada. This inland waterway was vital to the westward expansion of both countries, as well as a resource for defense, commerce, shipping, and travel. The fluidity of the boundary between the two nations created a mingling of the people living along the border territories, states, and provinces, and researchers often find their border-dwelling ancestors with ties in the other country. This course will cover the history, geography, methodology and record sets, both American and Canadian, that researchers will need to access when researching ancestors in this region.

Level of Instruction

Intermediate

States and Provinces Covered

The course is organized by topic; however, if you must ask, if it touches a Great Lake, it's included.

Suggested Requirements

Students are encouraged to bring a laptop computer or tablet for project work during the week.

Other Instructors

  • John Philip Colletta, PhD, FUGA
  • David Ouimette, CG, CGL
  • Judy G. Russell, JC, CG, CGL

Course Schedule

Regular Price: $525.00 Member Price: $475.00 Seats Available

Course 3: The Pennsylvania German and Research in the Keystone State
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Michael D. Lacopo, DVM

Between 80,000 and 110,000 German-speaking immigrants arrived in the American colonies before the onset of the Revolution, with the port of Philadelphia being the favored port of disembarkation. Pennsylvanians of German ancestry accounted for 50 to 60 percent of Pennsylvania's population in 1760 and 33 percent in 1790. These men and women became the illustrious "Pennsylvania Dutch" ancestors of many genealogists today.

This course focuses on the push and pull factors that brought these immigrants to America, what their lives were like, and how a deeper understanding of the social history of this immigrant group can make for a better researcher. Unique record groups specific to this ethnic migration will also be discussed. The Pennsylvania Germans were Germans first, and Pennsylvanians second, so understanding the wealth of information available in Pennsylvania records and repositories compromises a great deal of class time. ALL researchers with Pennsylvania roots prior to 1850 will benefit from the wealth of information gleaned in classes devoted to land records, church records, military record, courthouse records, and more.

Level of Instruction

Intermediate to Advanced

Suggested Requirements

An understanding of the Genealogical Proof Standard is necessary in all levels of genealogical research, and this class is no exception. This class is tailored for the intermediate and advanced researcher. Previous research experience in on-site courthouse and archival work will be helpful; simply knowing you have a Pennsylvania German ancestor will not. The class will function under the assumption that you have experience in research methods beyond Ancestry.com and FamilySearch.org. Although the German experience will be a focus of this class, any student who wants to learn more about Pennsylvania research pre-1850 will go home with plenty of new knowledge.

Other Instructors

  • Luana Wentz Darby, MLIS, AG
  • Michael L. Strauss, AG
  • Gerald H "Jerry" Smith, CG

Course Schedule

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Course 4: Digging Deeper: Pre-1837 English Research
Paul Milner, MDiv

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This course will provide an in-depth look at pre-1837 English research methodologies, resources and tools, including the laws that created the records. It will address all levels and classes of society from the landed classes to paupers; law abiding citizens and criminals; tradesmen to professionals.

Level of Instruction

This course will target intermediate to advanced students, who hopefully know where in England their ancestors are and have done some English research. The course will address the fundamentals but take them further using case studies and less familiar records and resources.

Suggested Prerequisites

The students in the weeks prior to the class will be expected to read a book on English history to provide context. Recommendations will be made closer to the time. Students will also be surveyed ahead of time to understand their research and geographical experience.

Other Instructors

  • Ronald Hill, PhD, FASG, Certified Genealogist Emeritus
  • Diane C. Loosle, AG, CG

Course Schedule

Regular Price: $525.00 Member Price: $475.00 Seats Remaining: 2

Course 5: Utilizing a Full Array of Sources for Researching your Swedish and Finnish Ancestors
Elaine E. Hasleton, AG and Jeff Svare, AG

This course will discuss not only the most-frequently used records such as the church and census, but it will also include in-depth instruction into the probate and court, taxation, land property, military, minorities, and DNA resources.

Additional information will be shared about local organizations, National Archives online catalogs, as well as Scandinavian-American organizations and their record availability. Case studies regarding the use of these records will provide an in-depth knowledge you have never had before!

Instruction Level

Intermediate to Advanced

Other Instructors

  • Geoffrey Fröberg Morris, AG
  • Karen Mauer Jones, CG, FGBS
  • Niclas Persson, of Torsby, Sweden, delivering remotely
  • Guest Instructor pending (Scandinavian, will be here in person)

Course Schedule

Sponsored By:

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Regular Price: $525.00 Member Price: $475.00 Seats Available

Course 6: In-depth Sources for Portuguese Research – Azores, Brazil, Portugal
Michael J. Hall

This course will be an in-depth examination of the various church and civil Portuguese language records that are highly used in conducting Portuguese research. These records include baptismal, marriage, death, passports, and ethnic newspapers. Key Portuguese words and phrases will be identified, examined and discussed as a preparation for the in-depth study of the before-mentioned records. Understanding the patterns associated with each of the records, such as dates will give the student a working knowledge of each record type, and its importance.

In addition, a practical application workshop will follow each class which will give the student a hands on experience with mentors to assist. The practical application workshop, and case studies regarding the use of these records, will provide an in-depth knowledge that will enable the student to conduct Portuguese research with only a basic understanding of the language and patterns associated with Portuguese records.

Suggested Requirements

Students are encouraged to bring a laptop computer or tablet for project work during the week.

Other Instructors

  • Al Viera
  • Lauren Wake

Course Schedule

Regular Price: $525.00 Member Price: $475.00 Seats Available

Course 7: Exploring Quaker Records - at Home and Abroad
Steven W. Morrison, MPA

Ancestry estimates a 50/50 chance of having at least one Quaker connection, if your ancestor lived or moved through the Mid-Atlantic region before the American Revolution. This course explores US Quaker meeting records in depth, but also sources in Britain and Ireland. As meticulous record keepers, Quakers collected some unique records and many original records are now available on-line. Untold "brick walls" may be breached with a broader understanding of Quakers and their unique migration patterns.

Level of instruction

Intermediate to Advanced

Other Instructors

  • Thomas Hamm, PhD
  • Craig Roberts Scott, MA, CG, FUGA
  • Darris G. Williams, AG

Course Schedule

Sponsored By

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Regular Price: $525.00 Member Price: $475.00 Seats Available

Course 8: Beyond the Library: Using Original Source Repositories
John Philip Colletta, PhD, FUGA

The materials in the Family History Library are so colossal and far-ranging that genealogists sometimes neglect to venture into the wider world of resources not available on microfilm or in digitized format. This course takes the mystery and trepidation out of using repositories of original historical sources: archives, courthouses and manuscript collections. What these repositories are and how they differ from one another; how to access the treasures that pertain to your ancestors; how to use those materials to reconstruct your ancestors' lives -- these issues and more are addressed. Instructors of honed expertise and substantial experience demonstrate their lessons using numerous examples and case studies. They share practical hints and helps, conveying the thrill and satisfaction of handling and deciphering antique documents.

Course participants will attend an orientation session at the Utah State Archives Research Center, followed by a behind-the-scenes tour of the state-of-the-art records repository adjacent to the Center.

Level of Instruction

Intermediate

Other Instructors:

  • Thomas W. Jones, PhD, CG, CGL, FASG, FUGA, FNGS
  • Angela Packer McGhie, CG
  • Pamela Boyer Sayre, CG, CGL, FUGA
  • Patricia Smith-Mansfield, State Archivist of Utah
  • Paula Stuart-Warren, CG, FUGA, FMGS

Course Schedule

Regular Price: $525.00 Member Price: $475.00 Seats Available

Course 9: Writing and Publishing Family Histories in the Digital Age
Dina C. Carson, MA

This course will cover the four stages of any publishing project from the creative beginnings and research during the planning stage, to the challenges many family historians find while writing about relatives — near and far, to the tools that make production simpler so that the book can be given or sold in print or electronically, to letting interested parties know that the book is available.

Level of Instruction

Intermediate to Advanced: students should have done enough genealogical research on at least one family line to be able to craft a number of story arcs covering the lifespan of at least one ancestor using more than birth, death, marriage and census records.

Suggested Requirements

Students should bring research on one family with which they are able to tell stories from personal memory as well as from genealogical research, and a second family that is more distant in time. The course will illustrate ways in which to write about people, places and events using techniques that help bring more distant ancestors to life in the storytelling. Students should have their research on these two family lines available to them, including images of people and documents as we will be discussing the best way to integrate research into the storytelling, and into the final book, eBook or online source.

Other Instructors

  • Thomas W. Jones, PhD, CG, CGL, FASG, FUGA, FNGS
  • Mona Lambrecht, MA
  • Gena Philibert-Ortega, MA, MAR
  • Pat Roberts
  • Judy G. Russell, JD, CG, CGL

 Course Schedule

Regular Price: $525.00 Member Price: $475.00 Seats Available

Course 10: Advanced Genealogical Methods
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Thomas W. Jones, PhD, CG, CGL, FASG, FUGA, FNGS

Students in Advanced Genealogical Methods will learn how to use and assemble evidence to rediscover ancestral origins, identities, and relationships that have been forgotten in the passage of time. The course will address advanced use of evidence from a variety of genealogical records and research in populations for which the usual records are in short supply. Students also will learn how to develop written proof summaries to show their conclusions' accuracy and create a credible record of their findings for present and future generations of family historians.

Level of Instruction

Advanced

Suggested Requirements

This intense course is targeted to high intermediate genealogists who have completed an intermediate level methodology course or who have equivalent experiences, and whose research includes original land and probate records or digital or microfilmed images of land and probate records.

Other Instructors

  • Judy G. Russell, CG, CGL
  • Pamela Boyer Sayre, CG, CGL, FUGA
  • Richard G. Sayre, CG, CGL, FUGA

Course Schedule

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Course 11: Corpus Juris: Advanced Legal Concepts for Genealogy
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Judy G. Russell, JD, CG, CGL

This course offers students an opportunity for a deeper understanding of the rich research resources of the law, including those generally available only at law libraries. Students will work with legal records and sources, gaining a better grasp of legal history and its implications for research as well as the skills to find and apply the law to solve genealogical problems. Individual sessions will focus on specific legal disciplines (criminal, civil, probate and the like) and students will have the opportunity to visit and use the resources of a major university law library.

Suggested Prerequisites

Students must have conducted onsite genealogical research at one or more courthouses and should be familiar with common court and probate records and with basic legal terminology. Completion of a basic course in genealogy and law (SLIG 2015 or 2017, GRIP 2014) is recommended.

Other Instructors

  • Brent J. Belnap, JD
  • Thomas W. Jones, PhD, CG, CGL, FASG, FUGA, FNGS
  • Rev. Dr. David McDonald, CG
  • George R. Ryskamp, JD, AG
  • Richard G. Sayre, CG, CGL, FUGA

Course Schedule

Waiting List Signup Form

Course 12: Advanced Land Tools: Maps
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Richard G. Sayre, CG, CGL, FUGA

Maps are a useful, essential tool to conduct effective genealogical research. Applications include locating and visualizing ancestors in time and place, locating boundaries, discovering and following family groups, identifying migration routes, and organizing and correlating information to discover relationships. The class sessions will expose students to a wide range of maps, repositories, and genealogical strategies. Students will gain an understanding of land division systems in America and learn the basics of landing platting and its application to genealogical research. Students are shown a variety of finding aids to locate unfamiliar place names, to identify and search for maps online and in archives useful in their genealogical research, and how to evaluate a map for its application in solving a genealogical research problem.

Through visits to map repositories and hands on exercises students will experience the variety of maps and map-related products available to the genealogist such as cadastral, topographic, fire insurance, military maps, gazetteers of various kinds, and atlases. Several computer labs will provide the opportunity to discover online resources and the advances in technology such as historic geographic information systems (GIS). Students will learn how to create their own maps using Google tools to support new avenues of research and create personal and professional satisfaction.

Level of Instruction

Intermediate to Advanced

Suggested Prerequisites

A basic knowledge of land records and familiarity with a basic text such as Patricia Hatcher's Locating Your Roots : Discover Your Ancestors Using Land Records.

Other Instructors

  • Melinda Kashuba, PhD
  • Kimberly Powell
  • Gerald H "Jerry" Smith, CG

Course Schedule

Waiting List Signup Form

Course 13: A Practical Approach: Establishing Genealogical Proof with DNA
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Karen Stanbary, MA, LCSW, CG

This course is designed for genealogists who are familiar with traditional genealogical research strategies and are interested in learning how to incorporate DNA test results into relationship proofs. This course will cover Y-DNA, mitochondrial DNA, and autosomal DNA testing, analysis, correlation and interpretation. Examples will incorporate the three major testing companies and many tools available for analysis and correlation. Hands-on exercises and case studies will be used to demonstrate how DNA analysis can confirm and expand a pedigree. The emphasis is on the use of DNA test results to solve genealogical brick wall problems using the Genealogical Proof Standard. Participants will leave the course with atDNA analysis software installed with their own data and the skills needed for continuing analysis.

Level of Instruction

Intermediate

Suggested Requirements

Anticipated Target Audience: those well-versed in traditional genealogical research and now wish to add DNA information to confirm and advance their pedigrees and those who wish to use DNA information to blast through genealogical brick walls.

Suggested Prerequisites

Participants will derive the most benefit if they have tested autosomal DNA with at least two of the major testing companies: 23andMe, FTDNA, AncestryDNA. We expect that the participant has at least one test uploaded to GEDmatch. Additionally, it would be most helpful if the participants have tested at least one person's mtDNA (full-sequence) and one person's Y-DNA (minimum 37 markers). While specific previous DNA institute courses are not required, we recommend the participants work through the exercises in Genetic Genealogy in Practice and study the answers prior to the institute. The focus will be on problem-solving using DNA test results. We will not cover beginning DNA topics, including inheritance patterns. Participants will need a fully functional laptop (not a chromebook, nor tablet) and the ability to use the operating system and work through internet searches without instruction. This is a fast-paced course. There will not be time to assist participants with technical computer issues.

Other Instructors

  • Melissa Johnson, CG
  • Michael D. Lacopo, DVM
  • Kimberly Powell
  • Paul Woodbury, BS

Course Schedule

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Course 14: Advanced Evidence Analysis Practicum
Angela Packer McGhie, CG

This hands-on experience is an opportunity for advanced genealogists to challenge themselves and put their research skills into practice. Participants work on five complex genealogical research problems — a new one each day. The objective is to give students experience in conducting research on complex problems, analyzing and correlating information, and reaching conclusions.

Participants will practice using indirect evidence, broadening research to include the FAN club, resolving conflicts, and organizing evidence into a written summary. The research problems are varied, offering students the challenge of stretching their mind and skills in directions that their research may not normally take them. Participants will work individually on the each of the cases and then gather to discuss their progress with fellow classmates and the instructor. They will compare sources, strategies and methodologies, discuss difficulties encountered, and receive guidance from the case study author. This course is designed for advanced genealogists who have sufficient experience and education to work on complex genealogical problems.

Level of Instruction

Advanced

Special Note!

This course will hold its first meeting on Sunday, 21 Jan 2018, and meets each afternoon thereafter; the remainder of the time is spent individually researching the cases.

Case Instructors

Kimberly Powell

Kimberly Powell Kimberly T. Powell is a professional genealogist, author, editor, educator, and volunteer. She is past president of the Association of Professional Genealogists and chairs its Professional Development Committee. She is a coordinator and instructor at the Genealogical Research Institute of Pittsburgh, and also teaches at the Institute of Genealogy and Historical Research and the Salt Lake Institute of Genealogy.

Kimberly was the genealogy expert for About.com from 2000 - 2016, and is the author of several books, including The Everything Guide to Online Genealogy, 3rd edition (Adams Media, 2014). She has had articles published in BBC's Who Do You Think You Are? magazine, Family Tree Magazine, and the Association of Professional Genealogists Quarterly. She is the proud recipient of IGHR's Walter Lee Sheppard Jr. prize (2010), the Utah Genealogical Association's Silver Tray award for genealogical publishing (2012), and a Certificate of Appreciation from the Association of Professional Genealogists (2016) for her service and dedication to the association.

Karen Stanbary

Karen Stanbury, CG Karen Stanbary is a professional genetic genealogist. She is a regular instructor in Beginning Genetic Genealogy, Advanced Genetic Genealogy and Proving Your Pedigree (Genealogical Proof Standard) for the Newberry Library in Chicago. She lectures on a variety of DNA topics in institutes and local and national venues. She specializes in Midwestern U.S. research, Chicago-based research, Mexican research, complex problem-solving and DNA analysis.

Paul Woodbury

Paul Woodbury Paul Woodbury is a recent graduate of Brigham Young University where he studied Genetics and Family History. Paul fell in love with genealogy when he was eight years old. Since he was sixteen he knew he wanted to be a genetic genealogist, so he is particularly pleased to work in the field full-time. He currently works as a senior researcher and DNA specialist for Legacy Tree Genealogists. He is also actively pursuing a graduate degree in Instructional Design and Educational Technology. In addition to genetic genealogy, Paul specializes in French, Spanish, Italian, Portuguese, and Scandinavian research and regularly presents on research topics related to these fields.

Karen Matheson

Karen Matheson Karen Matheson has been doing genealogical and family history research for 25 years and currently works as a professional genealogist. She served five years as the Director of the Round Rock Family History Center, and is the immediate Past-President of the Williamson County (Texas) Genealogical Society, and currently serves as the Editor of their quarterly publication, The Chisholm Trail.

Karen has served as Chapter Rep for the Lone Star Chapter of the Association of Professional Genealogists, as Secretary of the Texas State Genealogical Society, and as the 2013 Conference Chair for the Texas State Genealogical Society. Karen was a committee member and a presenter at the FGS 2014 Conference in San Antonio, Texas. In February 2012, Karen was a featured guest on the morning show for Austin's local FOX TV station. Karen had the opportunity to assist a Williamson County cold case detective with a missing person's case, and was an on-site genealogist in Austin, Texas for the taping of Genealogy Roadshow.

Karen moved to Northern California in 2014, where she is a member of the Santa Clara County Historical and Genealogical Society. In January 2016 Karen became the administrator of the Gen Proof Study Groups, the study of Thomas W. Jones' book, Mastering Genealogical Proof.

Angela Packer-McGhie, CG

Angela Packer McGhie, CG Angela Packer McGhie is a professional genealogist, lecturer and instructor. She is a course coordinator at the Institute of Genealogy and Historical Research (IGHR), and the Salt Lake Institute of Genealogy (SLIG), as well as an instructor at the Genealogical Institute on Federal Records in Washington, D.C., the Genealogical Research Institute of Pittsburgh (GRIP), and the Virtual Institute of Genealogical Research.

Angela has served on the education committee for the Association of Professional Genealogists (APG), as past president of the National Capital Area Chapter of APG, and as the administrator of the ProGen Study Program. She presently serves as a trustee for the Board for Certification of Genealogists (BCG) Education Fund and on the ProGen board of directors.

Course Schedule

Regular Price: $525.00 Member Price: $475.00 Seats Available

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Regular Price: $525.00 Member Price: $475.00 Seats Available