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Getting the Most Out of Heritage Quest

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Here are the slides and screenshots that accompany my presentation on how to use Heritage Quest for genealogical research.

Here are the slides and screenshots that accompany my presentation on how to use Heritage Quest for genealogical research.

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  • Supporting Handouts:
    http://www.proquest.com/assets/literature/products/databases/HQO.pdf
    http://www.proquest.com/assets/downloads/products/hqo_db_guide.pdf
    http://www.proquest.com/assets/downloads/products/hqo_ale_comparison.pdf
    http://www.slideshare.net/knewtonsmith/using-persi-in-heritage-quest
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  • Since 1790, the United States has collected statistical information on individuals and establishments every ten years.
    After 72 years, these records become available to the public.
    Records currently open to the public include 1790-1930.
    1890 Census was destroyed by fire.
  • Since 1790, the United States has collected statistical information on individuals and establishments every ten years.
    After 72 years, these records become available to the public.
    Records currently open to the public include 1790-1930.
    1890 Census was destroyed by fire.
  • Enumerated – 1790-1840 Head of Household
    Indexed – 1790-1820, 1860-1920, 1930 partial ( Not available 1830-1850, most of 1930)
    Given Names - Nicknames, Middle Names, Initials, Anglicized names?
    Surnames – Spelling, Anglicized names
  • Search or Browse
    Use Advance Search - Gives you more options
  • Census Results are grouped geographically. – Nice feature.
  • Census Results for Grayson County.
    Sorting Options available within census year, state and county level
  • Adjust Zoom – 100, 200, 400 percent
    Page Arrows – Next physical page of census. Important to use when family appears at bottom of census. Good practice for finding next of kin. These people were their neighbors. Unless you see everyone in alphabetical order…
    Name Arrows –Next name match from your search result list. Saves step of clicking “Back to Search Results”
    Subpage A and B –Like two pages of a book. Search result may be on one of two pages A or B.
    Ben Newton found on subpage B.
    Positive/Negative – For hard to read pages, sometimes the sharp contrast makes it more clear.
  • Not found on Subpage A
  • Click to view next page
  • Next - Downloading
  • PDF or TIFF?
    Recommend TIFF.
    No special software required.
    Works on all platforms. Uncompressed.
    Image file can be cropped with your standard image editing software.
    Easily converted to JPG for inclusion in genealogy software programs.
  • Print button – opens up in web browser. Usually too small to read.
    But – it does create a nice citation that’s easy to copy and paste
    There are instructions for printing better quality images using Download feature.
  • Easily converted to JPG for inclusion in genealogy software programs.
  • Remember, you’re saving citations – not images. The links to images are only available to you in notebook for your current session. Anything you email or download from the notebook will not include these links. You must save/download these images seperately.
  • Use when search options not available
    1830-1850, most of 1930
  • Available for all census years.
    Especially important for earlier census years.
  • Helps you track families through older census records. Gives a visual cue.
  • Another helpful tool for tracking families.
    Handy quick reference to compare differences between census years.
  • If family was living in Marion county in 1840 census and they haven’t moved – where would I expect to find them in the 1830 census?
  • In process of adding more books.
  • Powerful search – allows you to search both keywords and limit by metadata (data about data).
    Keyword field = Surnames,
    Near is handy search operator
    Subject Field = Geographic subject headings (Counties, States)
  • What you see when you click on View Hits
    Citation First.
    Scroll Down the page
  • Matches to your search terms
    Click on the number to take you to the page with the match.
  • Next Page – understand the context.
    Next Hit – next occurance of your search term
    Viewing page 1_821
    Next – Click to Download
  • Entire Book – Limit to how much you can download at once. Limited to 50 pages at once.
    Recommend downloading chapters.
    Download individual pages in Adobe PDF format
    Recommend using View (to Preview)
  • Vital Records, School Records, Census Records, Military Records, Naturalization
  • No Full Text Articles – PERSI gives citations only. To read the article, visit a holding library or request the article through Interlibary Loan.
    No Abstracts or Summaries – Beyond the title and indexing there is no further description about the contents of the article.
    Crude Indexing – Indexing does not include every place or name mentioned in an article.
  • How To’s a Waste of time.
  • Crude indexing
    Major article about the family.
  • Sample search results
  • People Search Result
    Request form on next slide
  • Or, give to librarian
  • Use Keyword instead of locale. May have to play around a little bit.
  • Saint Paul Cemetery tombstone transcriptions
    Name, Date of Birth, Date of Death
  • Third way to search
  • Click to browse issue contents
  • In exchange for service, the government issued warrants entitling soldiers or surviving heirs to land.
  • In exchange for service, the government issued warrants entitling soldiers or surviving heirs to land.
  • Surname- Search for soldier or soldier’s widow.
    No wildcards and no soundex available
    Tip – State of service – not state of residence. Advise leaving off state.
    Read more Link
  • December 14, 1780 Colonel Hamilton and Elisabeth Schuyler
    Reformed Protestant Dutch Church in the City of Albany, NY
  • None of these names are searchable in HQ. They have not been indexed.
  • Download multiple pages in pdf format,
    Save individual page as TIFF
  • Soundex Search available
  • Sorting options
    Notebook Available
    Search results reflect not only applicants, but other individuals named on applications.
  • “Master” E.J. Hudson in Richmond, VA.
    Browse Register page
  • Download entire ledger page in pdf or tiff
  • Download in pdf format only
  • Transcript

    • 1. Getting the Most Out of Heritage Quest
    • 2. What's In Heritage Quest? • Census • PERSI • Books • Revolutionary War • Freedman’s Bank Records • US Serial Set • Tools & Extras
    • 3. Using Heritage Quest 1. Overview 2. How to Search 3. Viewing Search Results 4. Saving/Downloading Records 5. Tools & Extras
    • 4. Census Records
    • 5. Census Overview • Ordained by the constitution (Article 1, Sec 2) • Every 10 Years since 1790 • Determines Representation in Congress • Gathers Statistical Data Census Overview
    • 6. Availability • Open to Public after 72 Years (1790-1930) • Some Early Censuses Lost • 1890 Census 99% Destroyed by Fire Census Overview
    • 7. Genealogical Use • Names of parents • Names of siblings • Places of residence • Places of Birth • Native Language • Approx. year of marriage • Month and Year of birth (1900 census) • Year of Immigration • Naturalization • Literacy • Marital Status • Occupations • Rent or Own Property • Native Language • War Veteran Census Overview
    • 8. Census Overview 1840 Census Record from Grayson County, Kentucky
    • 9. Census Overview 1930 Census Record for Chicago, Illinois
    • 10. Determine who to search • Who was named • Who was indexed • Name variations Searching the Census
    • 11. Determine how to search • No soundex available • No wildcard/truncation available • Search strategies Searching the Census
    • 12. Name Search Tips • Try alternate spellings • Try phonetic spellings • Omit last names and/or first names from your search. • Search for neighbors Census Searching
    • 13. Census Searching
    • 14. Viewing Results
    • 15. Viewing Results
    • 16. Viewing Results
    • 17. Viewing Results
    • 18. Viewing Results
    • 19. Saving Results
    • 20. Printing Results Handy source citation
    • 21. Saving in Notebook
    • 22. Saving in Notebook
    • 23. Browse by Location
    • 24. Census Tools & Extras Click on Help for full access to The Census Book by William Dollarhide.
    • 25. Census Tools
    • 26. Census Tools
    • 27. Census Tools
    • 28. Census Tools
    • 29. Census Tools
    • 30. Census Tools
    • 31. Searching Books in HeritageQuest Genealogy & Local History Collection of over 25,000 digitized books.
    • 32. Three Search Interfaces
    • 33. Book Searching
    • 34. Book Searching
    • 35. Book Searching
    • 36. Book Searching
    • 37. Book Searching
    • 38. Book Searching
    • 39. Book Searching
    • 40. Book Searching
    • 41. Book Searching
    • 42. Periodical Source Index (PERSI)
    • 43. PERSI Overview • Created by Allen County Public Library • Indexes 80% of US Genealogical Periodicals What is PERSI?
    • 44. Genealogical Value of Periodicals • Indexes • Vital Records • Queries • Family Histories • Pedigrees • Obituaries • Directories • Cemetery Records • Diary Excerpts • Biographical Sketches • Bible Records • Probate Court Records PERSI Overview
    • 45. PERSI Overview Limitations of PERSI • No Full Text Articles • No Article Summaries or Abstracts • No In-Depth Indexing
    • 46. Searching PERSI 1. People 2. Places 3. 4. Periodicals
    • 47. Searching PERSI
    • 48. Searching PERSI
    • 49. Requesting Articles
    • 50. Requesting Articles
    • 51. Requesting Articles
    • 52. Searching PERSI
    • 53. Searching PERSI
    • 54. Searching PERSI
    • 55. Searching PERSI
    • 56. Requesting Articles Anderson Gray and his wife, Mary are listed, but their names were not indexed. April 1982 Issue of Silent Footsteps
    • 57. Searching PERSI
    • 58. Searching PERSI
    • 59. Revolutionary War Records
    • 60. Rev War Records Selected Records from Revolutionary War Pension and Bounty Land Warrant Application Files (M805) • 898 Digitized Rolls of Microfilm • 80,000 applications filed by veterans, widows, or heirs for pensions or bounty-land warrants. Revolutionary War Pension & Bounty Land Warrant Application Files
    • 61. Rev War Records • Service information • Age of veteran • Residence • Birth information • Death information • Marriage information • Maiden names and ages of widows • Names and ages of children Genealogical Value
    • 62. Rev War Records
    • 63. Rev War Records
    • 64. Rev War Records Marriage Record
    • 65. Rev War Records …prove that Elizabeth Hamilton is the widow and Alexander Hamilton, James A. Hamilton, John C. Hamilton, William J. Hamilton, Angelica Hamilton, Eliza Holly wife of Sidney A. Holly and Philip Hamilton are the heirs … Letter From New York Surrogate Office
    • 66. Saving Records
    • 67. Freedman’s Bank Records
    • 68. Freedman's Savings And Trust Company 1865 – 1874 • Created by Congress to provide a safe place for newly freed slaves to deposit their money. • 29 Branch Offices across the U.S. Freedman’s Bank Records
    • 69. Genealogical Value Registers of depositors include information such as: • Place of birth • Residence • Age • Name of employer or occupation • Name of wife or husband • Names of Children • Names of Parents • Names of Siblings Freedman’s Bank Records
    • 70. Freedman’s Bank Records Truncation allowed for this field only
    • 71. Freedman’s Bank Records
    • 72. Freedman’s Bank Records
    • 73. Ledger View
    • 74. Freedman’s Bank Records 1871 Bank Account Application
    • 75. U.S. Serial Set
    • 76. U.S. Serial Set • Over 14,000 volumes of government documents spanning 1789-1969. • Congressional journals • Congressional reports
    • 77. Relevance to Genealogists • Memorials • Personal Relief Legislation • Pension Relief
    • 78. Searching Serial Set
    • 79. Viewing Results
    • 80. Viewing Results
    • 81. Viewing Results
    • 82. Saving Results
    • 83. Questions? knewtonsmith@gmail.com