Professional Genealogy: A Manual for Researchers, Writers, Editors, Lecturers, and LibrariansThis is a manual by professionals for everyone serious about genealogy. For family historians who want to do their own study, reliably, it describes the standards. For hobbyists, attorneys, and medical scientists who seek professional researchers, it's a consumer guide that defines quality and facilitates choices. For librarians who struggle to help a whole new class of patrons, it provides a bridge to the methods, sources, and minutiae of "history, up-close and personal." For established genealogical professionals, it offers benchmarks by which they can advance their skills and places their businesses on sounder footing. And for all those who dream of turning a fascinating hobby into a successful career, Professional Genealogy details the preparation and the processes. |
Contents
Defining Professionalism by Donn Devine J D CG CGI | 5 |
Educational Preparation by Claire Mire Bettag CGRS | 18 |
Certification and Accreditation by Elizabeth Shown Mills CG CGL FASG Paul F Smart AG Jimmy B Parker AG and Claire Mire Bettag CGRS | 45 |
Figures The Essential Library | 61 |
The Essential Library by Joy Reisinger CG | 62 |
Selection Criteria | 63 |
Purchasing Plan | 64 |
Ethics and Legalities | 83 |
Formal Report | 371 |
Genealogy Columns by Regina Hines Ellison CGRS | 379 |
Proof Arguments and Case Studies by Elizabeth Shown Mills CG CGL FASG | 391 |
Book and Media Reviews by Elizabeth Shown Mills CG CGL FASG | 411 |
Types of Reviews | 414 |
Always and Nevers for Review Writing | 417 |
Transcribed Cemeteries | 424 |
Transcribed Records | 425 |
Ethical Standards by Neil D Thompson LL B Ph D CG FASG | 85 |
Contents | 99 |
Executing Contracts by Patricia Gilliam Hastings J D | 101 |
Summary Guidelines | 114 |
Contract for Genealogical Lecturing Services | 115 |
Contract for Genealogical Research Services | 118 |
Engagement Letter for Genealogical Research Services | 121 |
Copyright and Fair Use by Val D Greenwood J D AG | 123 |
Copyright Forms Commonly Used by Genealogists | 134 |
Information Kits Commonly Used by Genealogists | 137 |
Career Management | 139 |
Alternative Careers by Elizabeth Kelley Kerstens CGRS | 141 |
Structuring a Business | 148 |
Structuring a Business by Melinda Shackleford Kashuba Ph D | 164 |
Useful IRS Offerings | 181 |
Essential Office Equipment | 185 |
Setting Realistic Fees | 191 |
Setting Realistic Fees by Sandra Hargreaves Luebking | 193 |
Common Indirect Costs | 195 |
Common Direct Costs | 196 |
Marketing Strategies by Elizabeth Kelley Kerstens CGRS | 206 |
Business Record Keeping by Helen F M Leary CG CGL FASG | 226 |
Business Recordkeeping 13 Organizational Chart | 228 |
Client Tracking Form | 240 |
Time Management by Patricia Law Hatcher CG FASG | 247 |
Professional Research Skills | 257 |
Problem Analyses and Research Plans by Helen F M Leary CG CGL FASG | 261 |
Research Procedures by Linda Woodward Geiger CGRS CGL | 275 |
Transcripts and Abstracts by Mary McCampbell Bell CLS CGL | 291 |
A Model for Abstracting and Transcribing | 292 |
Special Guidelines for Abstracting | 301 |
Special Guidelines for Abstracting | 310 |
Common Types of Deeds | 311 |
Transcribing Tombstone Inscriptions | 324 |
Evidence Analysis by Donn Devine J D CG CGI | 327 |
Evolution of a Genealogical Conclusion | 336 |
Writing and Compiling | 343 |
Research Reports by Elizabeth Shown Mills CG CGL FASG | 345 |
Sample A | 358 |
Sample B | 359 |
Basic Elements | 362 |
Analysis and Planning | 366 |
Preliminary Analysis | 367 |
Family History | 426 |
Genealogical History | 427 |
Howto Book | 428 |
Record Compilations by Bettie Cummings Cook CG | 429 |
Family Histories | 449 |
Family Histories by Christine Rose CG CGL FASG | 452 |
Common Genealogical Gremlins | 456 |
Appropriate Documentation | 461 |
Idea Lists for Adding Factual Interest | 469 |
Lineage Papers | 475 |
Lineage Papers by Mary McCampbell Bell CLS CGL and Elisabeth Whitman Schmidt CLS | 477 |
Records Commonly Used for Lineage Proofs | 482 |
Summary Checklist | 483 |
Editing Periodicals | 487 |
Publishing Contract NGS Quarterly | 494 |
Common Genealogical Problems | 499 |
What Your Editors Look Forand Why NGS Quarterly | 500 |
15 Steps NGS Quarterly | 502 |
Proofreading and Indexing | 503 |
Standard Proofreading Marks | 510 |
Basic Proofreading Principles | 512 |
Editorial Process for Proofing Typeset Copy NGS Quarterly | 514 |
Basic Indexing Principles | 520 |
Preparing Books for Press | 525 |
Guidelines for Layout and Typography | 530 |
Request for Bid | 538 |
Cameraready Master with Printers Marks | 540 |
CIP Cataloging Data | 546 |
Classroom Teaching | 551 |
Classroom Teaching by Sandra Hargreaves Luebking | 554 |
The Educational Process | 555 |
Lecturing | 562 |
Lecturing by Helen F M Leary CG CGL FASG | 572 |
Tips for Mastering Visual Aids | 578 |
Tips for Preparing Handout Masters | 580 |
Tips for Polished Lectures | 585 |
Critique Form | 587 |
Sample A | 590 |
Sample B | 591 |
Ten Commandments for Genealogical Speakers | 596 |
Ten More Commandments for Genealogical Speakers | 597 |
Another Ten Commandments for Speakers Who Want Conference Invitations | 598 |
Appendixes | 599 |
Common terms and phrases
agreement analysis ancestors apply Archives assignment basic billable hours Board for Certification Certification of Genealogists CGRS chapter citation client compilation contract copy County Culpeper County deed document edition editor Elizabeth Shown Mills evaluation evidence example expenses family history Family History Library FASG FILING TRACK Genealogical Publishing genealogical research genealogy software Guide Hickman identify Jonathan Brooks journals land lecture letter Manual manuscript marketing marriage material Mayo Natchitoches Parish National Genealogical Society newsletter NGS Quarterly notes offer original ourselves paleography paper photocopies prepare problem Professional Genealogists PROOF ARGUMENTS publication readers records Register repository require RESEARCH REPORTS Salt Lake City Samford University Society of Genealogists sources specific standards SUMMARY CONCEPTS TRANSCRIPTS AND ABSTRACTS words writing