Courses

Project Proposals

Project Proposals

 Client Proposals   Many genealogy researchers charge for their services on an hourly basis.  This is simple to administer and easy for the client to understand.  However, some clients are uncomfortable with an open-ended expense.  One way to deal with this is to tell the client an upfront estimate of the number of hours expected for a given project.  As an alternative, some genealogists simple quote their clients a flat fee, which is fine as long as the anticipated work fits with the project quoted in the fee schedule.   The proposal you present to the client does not have to state all the details of how you will accomplish the work.  Focus on what is important to the client – what they will get as an end product and what it will cost them.  If you do create proposals, review them periodically to see how effective they are.  Be honest with yourself.   Review your past proposals to see what has worked best and identify what areas may need more work on your part.  One way to find out how accurate your time-based proposals are is to keep a log of the time you spend on each project.     By taking our, “Business Skills: Business Administration” course you will come away with the tools needed to create effective proposals for you, your clients, and your business as a whole.  

Research Reports

Creating Your Research Reports   The process of writing a research report is a great way to capture your analysis and collect your thoughts.  Although your report does not have to be a formal document, you will want to include your name, the date of the report, and the research question.    Sometimes we find that we have completed an exhaustive search, but perhaps misunderstood a key point in a record, missed a relevant piece of data, or had not properly analyzed all of the data as a whole.  Seeing our research in a different perspective may have been the key to solving our problem.  If you feel that you have reached a solid answer to your question you should include a section in your report that contains your conclusion. If a conclusion is not reached, you should include a section in your report that outlines your research plan.  In some cases, this will be a simple task of filling in obvious gaps such as a missing census year or other typical genealogy records.  When developing your research plan, think about what sources might answer your research questions.  Once your report is complete, take a moment to review what you have found against your individual summary and family group sheets.  Be sure to follow through on your plan and do not forget to record your findings in your research log. Our “Skill-Building: Breaking Down Brick Walls” course will help you in developing these reports and research plans.    

Brief History of Photography 

Brief History of Photography The “idea” of photography dates back to the 10th century “camera obscura” and “pinhole camera” described by the Arab scientist, Abu Ali al-Hasan (or Alhzaen), author of The Book of Optics. The camera obscura was a large dark box with a hole in one end which could produce an inverted image opposite it. It is the forerunner of today’s cameras. All it lacked was a lens and means of fixing the image chemically.   It wasn’t until 1816 that a Frenchman, Joseph Nicéphore Niépce, began experimenting with chemically fixing mages. His first success was in 1822, and in 1826 he created the first photograph. That photograph required an 8-hour exposure time. He called the process “heliography.” After his death in 1833 his partner, Louis Jacques Mandé Daguerre continued working on the photograph process. In 1837 Daguerre succeeded in reducing the exposure time to 30 minutes. He dubbed his photographs “Daguerreotypes,” and in 1839 he introduced them in Paris and New York City.    The Daguerreotype photographic process was in widespread use from 1839 through the 1920s, and 21st century Daguerreian hobbyists still use it. It was at the height of its popularity from 1839 to 1858.   Daguerreotypes or “dags” are laterally-reversed high-contrast images with very fine, crisp details. They are always case-mounted and sealed with paper tape. The image area is mirrored, so it is necessary to hold it at an angle to see the image clearly.   Identifying antique photographs is just one of the many things you will learn in the “Photography: Clues Picture Hold, Editing, Digitizing and Various Projects” course with The…

Continue reading

Social Security Records

Social Security Death Index   You can view the Social Security Death Index (SSDI) online via many genealogy websites including Ancestry.com, FamilySearch, GenealogyBank, Fold3, and Findmypast.  A person who died before 1962 is not likely to be on the SSDI.  If the date of a person’s death is known, and that person is not on the SSDI, it is likely the family never filed for the death benefit.   From the SSDI, you can glean information such as dates of birth and death; place of last benefit; Social Security number; and what state the Social Security number was issued in.  Getting a copy of the application can be most helpful. These documents list the person’s date of birth, place of birth, parents’ names, address at the time of application and as a bonus, you get an original signature!   Once you find the information for the person you are searching you can request a copy of the Social Security record from the Social Security website. Our “United States: Vital Records” course will teach you more about using the Social Security Death Index for your research.  

Marketing

Marketing Management   Constantly be on the lookout for great marketing strategies, even if the businesses are not within the realm of genealogy.  Some of the major elements of marketing are:  Promotion/Displays  Public Relations  Pricing  Newsletters/Surveys  Advertising   Networking   Social Media  Hopefully, your business plan includes a marketing plan.  But that is just a start.  As time goes on, it is important to re-evaluate your marketing strategies as part of your overall strategic planning process.  Depending on what sort of major business strategy you are planning, you may have to revise your marketing efforts.  You may decide as part of your strategic plan for the next five years to focus on a different target market than you had before.  You may decide to narrow down your target market on owners of family business. Whenever you initiate a marketing strategy, set up a document that describes the ad, event, promotion-whatever it is- along with what it cost you.  Then add to your document any results that you experience from this effort.  In the course, “Business Skills: Business Administration” you will discover ways of managing the process of turning a prospect into a client while evaluating the success of your marketing management.