Archive for the ‘Association of Professional Genealogists’ Category

Looking Back on ’11, Forward to ’12

New Year’s Day is a time for reflection on the past, and a time for assessing one’s goals and future plans.

Since I started this blog, I have used it as a way to gauge my professional progress. You can read about my goals from previous years in these earlier posts:

Last year I did not set public goals for myself. I think I meant to do so, but somehow neglected to write the post. Due to this neglect, I will instead note some of my accomplishments in 2011, and set some goals for myself in 2012. (Much more like what I did in the first post above, for 2009/2010.)

I am a bit taken back when I look at what I have accomplished this past year. I managed so much more than I imagined possible a year ago. In no particular order, these are some of the accomplishments of which I am personally most proud:

1. At the end of January 2011, I published the ebook Online State Resources for Genealogists. Within less than a week I had sold about 200 copies, which is far more than I expected. I originally planned to have an update prepared by mid-summer, but this has not yet been completed. I will be working hard this month to have the update finished by the end of January.

2. Also in January, I was reelected to another 2-year stint as Vice-President of the National Capital Area Chapter of the Association of Professional Genealogists.

3. In March I completed the 18-month ProGen Study Group educational program. This was very helpful in networking with other “transitional” genealogists over the course of the program. We all certainly learned a lot from each other, and from our mentor J. Mark Lowe, CG.

4. Though I was unable to attend the National Genealogical Society’s annual conference in Charleston, South Carolina, in May, it was still a momentous occasion for me. It marked the debut of my publication Genealogy at a Glance: African American Genealogy Research (Baltimore: Genealogical Publishing Company, 2011), and the announcement of the winners of the 2010 International Society of Family History Writers & Editors Excellence in Writing Competition. My article, “Learning from Genealogical Failure,” won 1st Prize in the “Newspaper Columns” category.

5. In May, amid a very active blogging discussion concerning professional genealogy, I renamed, revamped, and relaunched this blog. It was originally called “Tricks of the Tree” when I started blogging in 2008, but my blogging was sporadic at best: 7 posts in 2008, 19 posts in 2009, and just 4 posts in 2010. Since the relaunch as “Planting the Seeds” in May, I have written 123 posts!

6. In June I again attended the Institute of Genealogical and Historical Research at Samford University (Birmingham, Alabama), completing Elizabeth Shown Mills’s “Advanced Methodology & Evidence Analysis” course.

7. In July 2011 I achieved my primary professional goal by becoming a Certified Genealogist(sm) through the Board for Certification of Genealogists.

8. From May through October I worked with the National Park Service researching a community of slaves that once lived on Monocacy National Battlefield. The results of my research are currently being developed into an exhibit that will debut in January 2012, and research is expected to continue in 2012 and 2013.

9. In November the Association of Professional Genealogists announced that I had been elected to the APG Board of Directors, for the Southeast Region for 2012-2013.

10. At the end of November I published my first instructional book, aimed at genealogical lecturers: Show ‘N’ Tell: Creating Effective and Attractive Genealogy Presentations. Unlike my previous self-published books, this book does not contain transcriptions or indexes of record sources. Completing the writing was a major accomplishment for me.

And now my goals for 2012:

1. Continue to design new presentations. I already have quite a few presentations scheduled for 2012, including two lectures at the 2012 National Genealogical Society annual conference, and four lectures at the 2012 Institute for Genealogical and Historical Research at Samford University. I have all-day workshops of four lectures each scheduled in Oklahoma and Tennessee, and single lectures scheduled in Maryland and Pennsylvania. I also have two webinars for Legacy Family Tree scheduled, and an appearance on the “Research at the National Archives and Beyond” Internet radio show with host Bernice Bennett on BlogTalkRadio.com. However, I would like to create more new presentations, so that I am not merely giving the same presentations over and over again. (You can see all of my currently scheduled future engagements using the Calendar in the right sidebar.)

2. Complete some books that have been sitting on my shelf. I have made significant progress on several books, but have not yet finished them. One of them contains transcriptions of Civil War draft exemptions in Baltimore city, Maryland. Other subjects include St. Mary’s County, Maryland, tax papers, and Prince George’s County, Maryland, estate inventories. All of these books have been sitting on my shelf.

3. Finish my updated edition of Online State Resources for Genealogy. I have made significant progress to this end, but I really want to take a few days and get this update finished. This involves not only adding new resources, but also a redesign. I also want to make an edition to be used in e-readers. While I am at it, I would also like to make the updates semiannual rather than annual (so hopefully another update in June or July).

4. Get started on some new books. I have a series of books in mind that I have barely started working on, but I really need to hanker down and hammer them out. I won’t reveal the subject of this series yet, but I believe that it will be greatly appreciated when complete.

5. Have an article accepted for publication in an academic journal. I have two case studies that I am writing up for the National Genealogical Society Quarterly, and another that I intend for The Genealogist. I also have an article in mind for a historical journal, probably the Maryland Historical Magazine. In 2012 I would really like to dedicate myself to completing and submitting these articles.

6. Get better at time management. A few months ago, I created a simplified weekly schedule that would provide time for research and writing. So far I have not kept it for even a single week. I really need to get better at this–I am just not very organized when it comes to spending my time productively.

7. Write some magazine articles. I would really like to publish more magazine articles this year than I did in 2011. The popular magazines have room for less advanced descriptions of records and research methodology. I have also been considering writing an article on genealogy (in general) for a non-genealogy magazine. I have not yet decided which magazine would be best.

8. Submit to genealogy writing competitions. There are several writing competitions happening this year. If I can actually write enough entries, I would love to enter them all!

9. Attend the new Genealogical Research Institute of Pittsburgh. Registration for GRIP opens in February 2012. The Institute will be held from Sunday, 22 July 2012 through Friday, 27 July 2012 in Pittsburgh, Pennsylvania. I am particularly interested in the course “Advanced Research Methods” taught by Thomas W. Jones, Claire Bettag, and Rick Sayre.

10. Find some time to research my family for a change! After all, this is why I got into this mess in the first place. :)

Happy New Year!

No “genealogical community”?

My recent article “The Genealogy Paradigm Shift: Are bloggers the new ‘experts’?” was apparently not the only response to Thomas Macentee’s Geneabloggers post entitled, “Open Thread Thursday: Do We Eat Our Own In The Genealogy Industry?

James Tanner posted the article, “Well Said Tom, Here’s My Response,” on his Genealogy’s Star blog. In this article, James writes,

I don’t think that historically there has been a “genealogical community.” I believe that the bloggers are in the process of creating such a community. Before there was the “professional, journal writing” genealogical group but I don’t think you could view them as a “community.”[1]

I hope that James will further explain this statement. No genealogical community?

How about the National Genealogical Society? It has been around since 1903! Or any of these societies:

  • The New England Historic Genealogical Society (est. 1845)
  • The New York Genealogical & Biographical Society (est. 1869)
  • The American Society of Genealogists (est. 1940)
  • The Board for the Certification of Genealogists (est. 1964)
  • The Afro-American Historical and Genealogical Society (est. 1977)
  • The Association of Professional Genealogists (est. 1979)

Or any of the hundreds of local, county, state, or regional historical and genealogical societies throughout the world?

When I was corresponding with distant historical societies and genealogical societies or other researchers working on the same families, on paper with envelopes and stamps, I felt like part of a community.

Certainly, this was a small community, especially if compared with the thousands of GeneaBloggers and members of the “online genealogy community.”

But it was a community.

To me, a community is a group of people with common interests and common goals, working together, offering each other support. How can anyone look at the accomplishments of genealogists of the past, including the organizations that they formed and progress that they made together and claim that “historically there has [not] been a ‘genealogy community’”?

Without the genealogy community of the past, we would not have the online genealogy community.

SOURCES:

[1] James Tanner, “Well Said Tom, Here’s My Response,” Genealogy’s Star blog, posted 14 Dec 2011 (http://genealogysstar.blogspot.com : accessed 18 Dec 2011).

If you would like to cite this post:

Michael Hait, CG, “No ‘genealogical community’?,” Planting the Seeds: Genealogy as a Profession blog, posted 18 Dec 2011 (https://michaelhait.wordpress.com : accessed [access date]). [Please also feel free to include a hyperlink to the specific article if you are citing this post in an online forum.]

APG announces Board of Directors election results

The following announcement appeared on GeneaPress on 9 November 2011:

Association of Professional Genealogists Announces Election Results for Executive Committee, Regional Directors and Nominating Committee

Kenyatta D. Berry Elected APG President

WESTMINSTER, Colo., November 9, 2011−The Association of Professional Genealogists (APG®) today announced election results for its 2012–2014 executive committee, as well as for nine regional directors and two new nominating committee members. Kenyatta D. Berry of Santa Monica, Calif. was elected president. Berry, a genealogist, entrepreneur and lawyer with more than 15 years of experience in genealogy research and writing, served as APG vice president during the last term. She will succeed Laura G. Prescott of Brookline, New Hampshire.

“I am honored to be elected and excited at the depth and breadth of experience represented by our incoming officers, board and committee members,” said Berry. “APG made great strides during the last administration, growing to more than 2,400 members, adding new Chapters and expanding internationally. I look forward to continuing the important work of this organization.”

Kimberly D. Powell of Pennsylvania was elected APG vice president. Powell has been writing and blogging on genealogy for About.com since 2000. She is the author of several genealogy books and currently serves as a member on the APG board.

Janice S. Prater of Denver, Colo. will serve as secretary. Prater is the editor of the International Society of British Genealogy and Family History’s quarterly publication and is treasurer for the Colorado Chapter of APG. APG treasurer will be Joan Peake of West Virginia, a certified public accountant and the president of the Great Lakes Chapter of APG and the Fayette Ohio Genealogical Society.

APG members elected the following regional directors:

West region: Jean Wilcox Hibben, CG, is president of the Southern California Chapter of APG and the Corona (Calif.) Genealogical Society, secretary of the Genealogical Speakers Guild. Joan A. Hunter, MLS, CG, serves as Librarian General for the National Society, Daughters of the American Revolution, and is a past president of the Oregon Chapter of APG.

Midwest region: Billie Stone Fogarty, M.Ed., fulltime genealogist and lecturer and president of the Genealogical Speakers Guild. Jay H. Fonkert, CG, is a fulltime genealogist, lecturer and writer and a founder of the Northland APG Chapter.

Southeast region: Alvie L. Davidson, CG, is a Florida-based private investigator and circuit court qualified expert, specializing in missing persons and genealogical applications of investigations. Michael Hait, CG, is a professional genealogy researcher, writer and lecturer who currently serves as vice president of the National Capital Area Chapter of APG.

Northeast region: Debra Braverman is a professional genealogist in New York City, specializing in due diligence for trust and estates matters, and 19th–21st century New York research. Michael Leclerc of Massachusetts is a genealogist who most recently served as director of special projects at the New England Historic Genealogical Society.

International regions: Michael Goldstein of Israel, traces roots worldwide, specializing in family reunification, heir searches and Holocaust research.

Elected to one-year terms on the nominations committee are: Jana Sloan Broglin, CG, a director for the Federation of Genealogical Societies, and Debby Horton, professional genealogist and web designer.

About APG

The Association of Professional Genealogists (www.apgen.org), established in 1979, represents more than 2,400 genealogists, librarians, writers, editors, historians, instructors, booksellers, publishers and others involved in genealogy-related businesses. APG encourages genealogical excellence, ethical practice, mentoring and education. The organization also supports the preservation and accessibility of records useful to the fields of genealogy and history. Its members represent all fifty states, Canada and thirty other countries. APG is active on LinkedIn, Twitter (www.twitter.com/apggenealogy) and FaceBook (www.facebook.com/AssociationofProfessionalGenealogists).

What is a professional genealogist?

I recently read two blog posts that inspired this post.

The first was “Why I Want to Remain an Amateur” at Greta’s Genealogy Blog. This is an absolutely wonderful post. Greta loves genealogy research, and desires to develop her research skills and abilities as much as possible, but has no desire to be paid for her genealogical activities. This post explains why not.

The second post was not new, but came through yesterday on Twitter. “APG at a Crossroads,” written by Mary E. Petty at the Heirlines blog. Ms. Petty, with her husband James W. Petty, AG, CG, run the “HEIRLINES Family History & Genealogy” professional genealogical research firm, based in Salt Lake City, Utah. This post was originally written in 2006, but continues to be promoted, as its appearance on Twitter yesterday attests.

This post begins,

I think the Association of Professional Genealogisis (APG) is at a crossroads – they have to decide what master they serve. Either the hobbyist: the self designated part -timer, and / or full timer; or the career practitioner: the professionally designated genealogist, qualified by the “professional’s only” track (professional genealogy education, training, experience, credentials, membership, continuing education, standardized business best practices with licensing and ethics) to serve the public as a professional genealogist?

Right now all of these groups are trying to have a piece of the consumer pie and this does not meet the number one objective of a professional business membership organization – to support the qualified practitioners and set standardized best practices, ethics, methodology, business standards etc, and behaviors to protect the qualified practitioner and the consumer.[1]

I strongly object to two points Ms. Petty raises:

(1) She asserts that only those genealogists who follow what she deems a “‘professional’s only’ track,” including “professional genealogy education, training, experience, credentials, membership, continuing education, standardized business best practices with licensing and ethics” are qualified to be considered professional genealogists. She specifically notes throughout the post that she defines a professional genealogist quite narrowly as one who conducts genealogy research for clients as their full-time career. Implicitly this excludes those whose main source of income is writing, lecturing, or some other aspect of genealogy, or those who conduct research for clients on a much more limited basis. It also explicitly excludes “the self designated part-timer, and/or full-timer.”

(2) She asserts that the Association of Professional Genealogists exists only to serve these “qualified” (by her definition) practitioners.

Currently, only a single accredited university in the United States offers a Bachelor’s degree program in Family History: Brigham Young University, in Provo, Utah. Perhaps not coincidentally the Family History Library is in Salt Lake City, Utah. With access to the microfilmed records at the Family History Library and the degree program at Brigham Young, it seems quite natural for genealogists in Utah to qualify as “professional genealogists” under Ms. Petty’s definition. On the other hand, for genealogists elsewhere in the country, is is not quite that easy. If a researcher has limited access to records, he or she has limited potential for earning income solely on client research.

I am a full-time professional genealogist. I conduct research for clients about half of my working time. The rest of the time I write, publish, lecture, teach, etc. One hundred percent of my household income stems from my genealogical activities. If I only conducted client research, I might not be able to feed my family. But my income is supplemented by other sources.

Many professional genealogists are not full-time. They may have a full-time career outside of the field of genealogy. They may be retired from another career, but choose to conduct client research on a limited basis simply because they enjoy it. They may choose to research their own families only, and not conduct client research at all. But they are skilled researchers who write and lecture prolifically in order to teach others.

All of these are professional genealogists.

According to Ms. Petty, the APG should only serve “qualified” full-time career researchers. She asks in this post, “Why are they [the APG] unwilling to set maintain and regulate the criteria for membership in their organization and set the standards for designation as a ‘Professional Genealogist’?” She compares professional genealogists to “beauticians, teachers, CPA, Lawyers, and other similarly licensed (government-regulated) or professions that are self regulated.”

Professional genealogists, as a career field, do not resemble any of these licensed or regulated career fields that Ms. Petty names. The field most like professional genealogy, in my opinion, is freelance writing.

One does not have to have a degree in English or journalism to be a freelance writer. One does not have to be credentialed to be a freelance writer. One does not have to write 40 hours a week, and nothing else, to be a freelance writer. One’s sole qualification to be a freelance writer is that one can do the job that they are hired or paid to do. You must be able to write at a high level. Some people may be able to do this with no training whatsoever. Others may need formal education. But your value as a professional is judged by the quality of the product of your work, not by any other factors.

Likewise, one does not have to have a degree in family history or even history to be a professional genealogist. Formal or informal genealogical education (be it BYU’s program, one of the Institutes, attendance at a national conference, or participation in a Continuing Education program) definitely helps one learn the best advanced research techniques, but there are other ways that one can do the same independently. A professional genealogist does not have to conduct client research full-time. A professional genealogist does not have to be credentialed.

Like a freelance writer, the sole qualification to be a professional genealogist should be that one is able to perform the job that one is hired or paid to do. One must be able to perform the research. A professional genealogist’s value as a professional should be judged by the quality of the product of your work.

The Association of Professional Genealogists may be at a crossroads. But not because it should be limiting who can join. The APG should continue its policies of inclusivity rather than exclusivity.

However, the field of professional genealogy is changing. APG must be able to balance its focus. Its membership does not only consist of full-time career professional genealogists conducting research for clients. The organization now contains authors, lecturers, librarians, and many others whose income either in whole or in part comes from a field relating to genealogy. It cannot allow any one faction to control its policies, but instead recognize the diversity of its membership, and serve all of our needs.

I believe that the APG has done a fairly good job at accomplishing this goal. There is room for improvement, but I think it is moving in the right direction. It must continue to do so, and not allow narrow minds to limit its influence in the field of genealogy.

Follow Friday: Professional genealogists websites

It is Follow Friday! This is a blogging meme in which authors recommend other blogs, websites, repositories, or anything else. In keeping with the theme of this blog, I will spotlight different resources for professional and aspiring professional genealogists each week: not only genealogy-related, but also others of interest.

Today I will not recommend one site, but many.

If you are a professional genealogist or an aspiring/transitional professional genealogist, you need to have a website. Above and beyond anything else, your website will be your #1 marketing tool. I can honestly say that no less than 90% of the research clients that I have had in my career have spent at least some time on my website. How do I know this? Because their initial email to me comes through the “Contact Me” form on my website.

When you are developing a website, look at the websites of other professional genealogists, especially those with long standing careers. What do you like and what don’t you like? How much information do you want to include on your website?

One of the best ways to see other researchers’ websites is to go look to the membership directory of the Association of Professional Genealogists. The APG website allows you to search for a researcher by name, location, research specialty, or geographic specialty, and many of the entries include links to the members’ professional websites.

Take a look at researchers similar to yourself, that is, those researching in a similar location, research specialty, or geographic specialty. After all, these researchers are your direct competition–though in the genealogical community, there is rarely animosity (and often cooperation) among competitors. All the same, a potential client looking for a researcher is as likely to find their website as yours. How can you make yourself stand out? It all starts with your website.

Below are a few examples of websites belonging to professional genealogists. There are both positive and negative aspects of all of them. Some are better than others. Some have great content, but lack in design. Some have great design, but little content. I am not espousing any of these researchers over any others, and cannot vouch for any of their research skills. Not all of these professionals accept research projects. Not all of them are members of the APG.

Still, take a look:

I had to slip that last one in. ;)

If you are a professional genealogist, please feel free to add your site in the comments (but please no advertising). What do you like most about these or other websites?

APG Events at the FGS Conference

The 2011 national conference of the Federation of Genealogical Societies will be held in Springfield, Illinois, next week, from 7 September through 11 September 2011. For more information, visit http://www.fgs.org/2011conference/.

The Association of Professional Genealogists (APG) has scheduled several events to take place at the FGS Conference:

  • Tuesday, September 6, 7:00-9:00 p.m. Annual Meeting & Roundtable. Rendezvous Room, Hilton Hotel. J. Mark Lowe, moderator of group discussion, “Those Difficult Situations…how do I come out smelling like a rose?”
  • Friday, September 9, 8:15-noon, APG Board meeting. Plaza 3, Hilton Hotel. APG members are welcome. Please let Kathleen Hinckley know if you plan to attend so seating can be arranged.
  • Friday, September 9, 12:15–2:00 p.m., APG Luncheon and Awards Presentations. Luncheon presentation by Kenyatta D. Berry, “Discovering a Genealogical Treasure Trove with A.B. Caldwell.”
  • Friday, September 9, 2:00-3:00 p.m., APG PMC. “The Small Business Administration and the Transitional Genealogist” by Mary Clement Douglass.
  • Friday, September 9, 3:30-4:30 p.m., APG PMC. “Developing Genealogical Skills: Mentoring from Novice to Expert” by Melinde Lutz Sanborn.
  • Saturday, September 10, 8:00–10:30 a.m., PMC Workshop, “Think Like a Targeted Marketer: One Marketing Plan Does NOT Fit All” by Natasha Crain.

Updated on 9/5/2011:

When the initial message was sent, one event was inadvertently omitted from the schedule of events:

  • Friday, September 9, 5:00 p.m., PMC presentation, “Apps Galore for the Professional Genealogist” by Pamela Boyer Sayre, CG.

APG activities at the National Genealogical Society conference

The following press release was sent out by the Association of Professional Genealogists, highlighting some of their activities at the National Genealogical Society in Charleston, South Carolina:

Association of Professional Genealogists Kicks Off 2011 National Genealogical Society Family History Conference

APG Members to Educate Conference Goers on How to Hire a Professional Genealogist and How to Become a Professional Genealogist

CHARLESTON, S.C. and WESTMINSTER, Colo., May 11, 2011—The Association of Professional Genealogists (APG) (www.apgen.org) kicked off what promises to be a very active week at the 2011 National Genealogical Society (NGS) Family History Conference in Charleston, South Carolina. Attendees can visit the APG booth (#117 and # 216) to learn more about hiring a professional genealogist, as well as how to become one. APG is sponsoring several meetings and events at the conference.

The theme for this year’s NGS conference is “Where the Past is Still Present.” APG President Laura Prescott said, “APG’s widespread presence at NGS allows our members to educate a broad audience of how a professional can help when it comes to discovering the past and tying it to the present. Conference attendees are encouraged to meet our members at the APG booth and learn more about hiring a professional genealogist.” Booth visitors also will see a world map on display that shows the locations and geographic specialties of APG members.

In addition to exhibiting at the conference, APG will host several events, including:

  • Members-only APG Roundtable, Tuesday, May 10, 7–9 p.m., Ballroom C2, Charleston Area Convention Center. The panel discussion topic will be “Looking for Clients in all the Right Places.” Panelists: Marie Melchiori, CG, CGL, Maureen Taylor, Kenyatta Berry, and J. Mark Lowe, CG, with Beverly Rice, CG, serving as moderator.
  • APG-sponsored lecture by Maureen Taylor, “Hunting History: Searching for the Revolutionary War Generation,” Wednesday, May 11, 2:30 p.m., Ballroom C2, Charleston Area Convention Center.
  • Gathering of the Chapters, Thursday, May 12, 4:00 p.m., Cooper Room, ground floor of Embassy Suites Hotel. Open to members of chapters and anyone interested in starting a chapter. Informal gathering for Q&A and presentation of the Golden Chapter Award.
  • APG Board Meeting, Friday, May 13, 8:15 a.m.–noon, Cooper Room, ground floor of Embassy Suites Hotel. Members are welcome to attend.
  • APG Luncheon, Friday, May 13, Ballroom C4, Charleston Area Convention Center. Eileen O’Duill, CG, will present, “Mrs. Fancy Tart is Coming to Tea: Making Sense of Family Stories.” Ticket required.

About APG

The Association of Professional Genealogists (www.apgen.org), established in 1979, represents more than 2,400 genealogists, librarians, writers, editors, historians, instructors, booksellers, publishers and others involved in genealogy-related businesses. APG encourages genealogical excellence, ethical practice, mentoring and education. The organization also supports the preservation and accessibility of records useful to the fields of genealogy and history. Its members represent all fifty states, Canada and thirty other countries. APG is active on LinkedIn, on Twitter (www.twitter.com/apggenealogy) and on FaceBook (www.facebook.com/AssociationofProfessionalGenealogists).

Media Contacts:

Kathleen W. Hinckley, CG
Executive Director
Association of Professional Genealogists
P.O. Box 350998, Westminster, CO 80035-0998
Phone: +1 303-465-6980, fax: +1 303-456-8825, e-mail: admin@apgen.org

Corey Oiesen
Communications Officer
Association of Professional Genealogists
E-mail: corey@genealogyheroes.com

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