Some people eat, sleep and chew gum, I do genealogy and write...

Monday, September 2, 2013

The Challenge of Naming Comventions

The terms "naming conventions" or "naming customs" refer to the culturally based method of naming individuals. In some Western European cultures, a personal name may consist of a family name and one or more given names. In some cultures this is name given to a child at birth, but in others, the name the child is called at birth may change at different stages in the individual's life. A person may also acquire a different name either due to marriage, events in the person's life or for religious or ceremonial reasons.

Naming conventions are different than naming patterns. The pattern of naming children is also culturally determined but deals with the sequence and use of names within a family and not with the overall method of forming a name in any given culture. Unfortunately, the terms used to describe the cultural-based system of names is not uniform. To some extent the words convention, custom, practice and patterns are used interchangeably.

It does not take some genealogists very long to become aware of different naming conventions. One commonly encountered variation in European research is the use of patronymics, that is, giving a child the name of the father with the suffix -son or -daughter. For example, in Denmark, the father's may be Jens Andersen, or the son of Anders. If this person were to get married and have a son, the son's name would then be the given name plus Jensen or Jens' son (in English). As the countries became more industrialized, they dropped the use of patronymics but there are still countries that use patronymics such as Iceland.

Most of the commercially available genealogy programs do not handle unusual or non-English naming conventions very well.

Here are a few links describing different naming conventions from the FamilySearch Research Wiki:

Sweden Names, Personal
Denmark Names, Personal
Scandinavia: Names
Mexico Names, Personal
Netherlands Names, Personal
Swedish naming practices
Jewish Names Personal

There are quite a few more articles in the Research Wiki, just search for articles on the country of your interest.

One of the difficulties of using a generic, European-based genealogy program is maintaining a consistent way of dealing with different naming conventions. The online program FamilySearch.org Family Tree has approached that issue by allowing the user to choose a language for the Family Tree program. The link to the different languages is located on the bottom of the FamilySearch.org startup page. Also, once you enter the Family Tree program, there is a further choice when you edit the name of a person to select a naming standard. There are presently 10 different naming standards. Changing the standard then reflects the language based system of naming convention, to some extent. The system is not perfect but it is a step towards allowing different naming conventions within the same program.

Here is a screen shot showing the list of naming conventions available from the name edit screen of any individual in the program.


It is not clear how the names are cataloged by the program, but it is likely by the first letters of the the surname category regardless of the naming pattern.

Smithsonian develops historical comparison map overlays with the David Rumsey Map Collection

The Smithsonian Magazine website features a series of interactive historic map overlays showing the development of some of the major cities of the U.S. This seems to be an ongoing project involving maps from the David Rumsey Map Collection. So far, there are map comparisons for Chicago before and after the Great Fire, Denver, Los Angeles, Washington D.C., New York City and San Francisco. They are fun to look at, but because the new map is a satellite view of the modern city without street names or other markings, it seems to be of limited historical use in its present format. Perhaps, there will be some similar developments that will work better for researchers.

While you are thinking about maps, I suggest looking at the Geographical Searching with MapRank Search on the David Rumsey Map Collection website. It uses the same technology as the website OldMapsOnline.org.

FamilySearch Announcement Re: Family History Retreats in Nauvoo, Illinois and Salt Lake City, Utah

Since I will be attending and presenting at both these events, I was interested to see that FamilySearch sent out an announcement about the two events. Here is the announcement:

(Occasionally, FamilySearch sends information from vendors to make you aware of opportunities that may be helpful to you in your family history calling. The email below is provided to let you know about an educational opportunity that may help you to increase your genealogical research skills. This event is not sponsored by FamilySearch and attendance is optional. Please review the information below from Family History Expos.)
Family History Expos is offering two exciting research retreats in October 2013. Join us for one or both of these events and hone your research skills while networking with other researchers and learning from expert genealogists.
Genealogy Retreat in Historic Nauvoo, Illinois October 17-20, 2013. Stay at the Nauvoo Inn and Suites. Receive classroom instruction, personal research assistance, and have an in-depth historical experience. Learn more at: https://www.familyhistoryexpos.com/event_press_fly/2013_NauvooRetreatFlyer.pdf.
The cost is $399 per person, which includes 3 nights lodging, breakfast, lunch, and dinner on Friday and Saturday, classroom instruction, personal research assistance, and class handouts. Spend time in historic Nauvoo while you research your pioneer ancestors. To register for this event go to: https://www.familyhistoryexpos.com/viewevent/index/66.
The Salt Lake Family History Library Retreat October 28-November 1, 2013. Retreat includes 3 nights at the Salt Lake Plaza Hotel, classroom instruction, personal research assistance, class handouts, time at the Family History Library to research your ancestors using your newly acquired skills and knowledge, and a certificate of completion. Learn more about the retreat: https://www.familyhistoryexpos.com/event_press_fly/2013_OctRetreatFlyer.pdf.
The cost is $499. To register go to: https://www.familyhistoryexpos.com/viewevent/index/65

Looking forward to helping anyone who can attend either event.

Can we even have standards for names?

I did a post recently showing the variations in the way places have been recorded in online family trees. On reflection, the basic question is whether the concept of a "standard" in the sense of a uniform way of representing genealogical data is realistically obtainable? For example, if I have recorded the name of an ancestor the following way:

William George Ellis

And one of my relatives records the name in this fashion:

William George (Triplet) Ellis

Now, moving on to a completely different level of concern, what set of data exchange standards is going to see that these two names refer to the same person? These are actual examples from an online family tree program. In this case the source of the information is not important. Most experienced genealogists would immediately see that the word in parenthesis is inappropriately inserted before the surname. Now, is a program going to account for every possible weird error in recording names? Will a merge program see these two entries as the same? The issue here is dealing with real world data; entries made by a variety of differing levels of adherence to any sort-of genealogical name standard.

I realize that I am writing about at least two different standards, one is the generally accepted way of entering names into family group records, whether on paper or in a computerized form, the other is a standard description of the category "name" used as the basis for exchanging information between programs.

The above entry containing the word "Triplet" also brings up an entirely separate issue. Do we discard the suggested information that this individual was a triplet? If it is not appropriate to insert or append the designation in the name field, what are we going to do with the information? Moving up to another level of concern, how will a computer program handle this information and where will it be recorded?

There is no doubt that this is a real issue. I refer to the following book:

Bennett, Archibald F. A Guide for Genealogical Research. [Salt Lake City]: Genealogical Society of the Church of Jesus Christ of Latter-Day Saints, 1951.

On page 18 of Bennett's book, it states:
All names entered on your family group record should be written in full, and in the same order as when the name is spoken--given names first, surname last. The use of nicknames and abbreviations should be avoided. If there are several given names for a member of the group, there is space on the sheet for the names to occupy two lines in the space provided for the names of one person. The maiden name of a wife should be used. 
Obviously, Bennett did not contemplate the kind of variation in the naming pattern illustrated above. There is no accounting for an "illegal" variation. But do we want to discard the information? How would the computer program know that the word inserted was not an additional name or variation on a name of the individual? Likely, this issue would be recorded as a variant of the name and the user allowed to select the most appropriate form of the name. This is the solution used by nearly all the online family tree programs. But the example is neither an alternate name nor a variant.

By defaulting a non-conforming name to a list of alternates, the problem is merely avoided and transferred to the human user of the program. If one of the goals of genealogical standardization is computerized data transfer, then the exceptions create their own category that has to be accounted for manually. But what happens if the exceptions are more numerous than those that conform to some pre-determined standard. If you review the entries contained in online family trees, you will see that as a group, genealogists have not been too good at adhering to any sort of data entry standard, even the simple one proposed by Bennett in 1951.

In mathematics, by analogy, the above example might be called a pathological function. Pathological examples often have some undesirable or unusual properties that make them difficult to contain or explain within a theory. See Wikipedia: Pathological (mathematics). I certainly acknowledge that the insertion of the descriptive term into a name was inappropriate, but any overall theory of standardization, especially within a genealogical structure must be robust enough to account for inexplicable entries and not simply reject them as non-standard. Placing the non-standard in a separate alternatives section begs the issue of establishing a workable standard. If an individual user has to intervene each time the program transferring data comes to an unacceptable variation, we defeat the reason for having a program in the first place. Of course, as human individuals we could perform the merger of the data on an item by item basis.

There is a commonly quoted statement that the exception proves the rule. Unfortunately, this expression is widely misused and misquoted. A better way of stating it would be, an exception proves the existence of a rule. This is generally applied to rules that contain their own exceptions. For example, this area is closed except on weekends. The rule is that is proved is that the area is commonly closed. But in the present situation in genealogy, the exceptions indicate that there is no generally accepted or understood rule, at least in the sense that the genealogical community at large observes any type of consistent method of entering names online. In many cases, the exceptions far outnumber and smother the supposed rule.

Developing a standard method of exchanging genealogical data presupposes that the data being exchanged is somehow regular enough to adhere to some set of descriptive rules. In the case above, the exception proves that there is no accept or known rule, not that the rule exists. It would only prove that the rule exists if there were an implicit unspoken understanding that the first example above is "correct" and in conformity to the rule and second one is not.

In the real world of genealogy, we have to take the data as it is and that does not lead to an easy solution to the problem of standardization at any level.

From a slightly different viewpoint, there is actually a significant movement in the genealogical community to abandon the historical rules such as the standardized rules of name entry under the guise of attracting new adherents to the practice of discovering their family history. So how do you deal with a movement eliminate standardization in favor of popularity and attracting new, younger practitioners?

Sunday, September 1, 2013

What is a professional genealogist?

This question arose in the context of the post addressing the questions asked by by Thomas MacEntee in his post entitled "Genealogy: A House Divided or a A House With Many Doors?." Actually, I thought his list contained some pretty good suggestions for blog topics. Not that I will ever run out of things to write about, mind you. But not having to think of a new topic is like a mini-vacation, lasting about ten minutes or so. Most of the time, the minute I sit down at the computer and start to write, a topic jumps into my mind and I cannot stop until it is down on paper. But if I am too tired, my mind goes blank and I have to take a nap or do something else before a topic comes bubbling out. I guess sometimes I have to shake the bottle to get some action out of the old fizz.

I guess my first reaction to this question was that it was too trivial for serious discussion. Whenever I read the results of some survey or another, especially those asking very obvious questions, I wish I could get paid to find out whether men shave because they grow facial hair or something else really obvious, such as conducting a survey to find out that nine out of ten people who own dogs buy dog food. I would put answering this question in that category, but in this case I am not being paid to answer the question. 

Since licensure and certification are not necessary to "practice genealogy" the definition of a genealogist is whatever anyone wants to make of it. Literally. So, in effect, anyone who does anything vaguely related to the idea of finding family members for pay, could be classified as a professional genealogist. I might add that they only have to do this once in their entire life because how do you stop being a genealogist? Even if and when I finally retire completely from my law practice, I will still be an attorney. I will still be an attorney even if I end up in a care center. Likewise, by definition, I became a genealogist on the day I first began looking for my family members and will remain one until my last dying breath.

So, anytime during the course of my endless genealogy career that I accepted even one penny for my research, that made me a bona fide professional. In fact, my two grandsons I hired this summer to help with my genealogy should put "professional genealogist" on their resumes. If you haven't guessed by now, I am sure you are getting my point: I don't think the designation professional genealogist means much at all. The reason is simple. There is no consistent definition of either a genealogist or a family historian. You are essentially a genealogist when you decide to apply that label to yourself and I might add, it is not necessary to actually do anything to get the label. Either label. 

But the professional genealogists would have you believe that to become one, you have to do something. Why is that? It helps when you try to convince people to pay you for your services that you can explain to them seemingly valid reasons for forking over some cash. As an attorney, I can say you need me because the Bar Association and Supreme Court of Arizona say you do. I can also say that what I do as an attorney is really, really complicated and you, a simple non-lawyer, would never understand what I do, so you should pay me a whole lot of money to do things for you. Unfortunately, the same arguments don't work as well or at all with genealogists. No one says I have to pay a professional genealogist anything and isn't what they do fun and easy anyway? Can't everyone do their own family history online instantly? In fact, genealogy is so fun, you should be paying the genealogy libraries for the opportunity of doing genealogy. Umm. That idea creates a problem, I am already paying for the opportunity of doing genealogy. I pay Ancestry.com and I buy programs and I go to conferences and I pay for computers and such. Why am I doing this myself instead of paying someone who went to school for umpteen years to do it for me?

I guess I am sort-of a reverse professional genealogist. Rather than getting paid to do genealogy, I pay for the privilege of doing it myself. There is something here that really is starting to make very little sense. I take my clothes to the cleaners because I don't want to do it myself. I hire someone to do my outside lawn work because I don't want to do it myself. I hire someone to clean my swimming pool because I don't want to do it myself. In fact, I pay people to fix my car and all sorts of other things. But all those things look a lot like work. But, guess what? I could do them all myself and save the money. But then I would have to stop paying for the privilege of doing genealogy and claiming that I was a reverse professional genealogist.

Are we now sure we understand what a professional genealogist is? or isn't? or whatever? I suppose I could go on to genealogy as a hobby or genealogy as an amateur or genealogy as a passion or genealogy as an interest or genealogy as...

It is time to stop. I am not getting paid to write anymore. But I guess I would define a professional genealogist as someone who thinks they should be paid to do something the rest of us will pay to do. They are hoping that we will pay them instead of paying to do it ourselves. 

Bits and Pieces from FamilySearch 1 September 2013

I have discovered that I am getting email notifications of blog posts from FamilySearch that are not appearing on the main FamilySearch.org Blog site. It appears that there are more articles being written and posted than those that show up. I haven't figured this out yet, but the number of posts seems to be increasing. I did a post on the 24th of August, 2013 with a short summary of the past week's FamilySearch Blog posts, but here it is another week and it looks like there are 11 additional blog posts in the last week from the emails I have, but it looks like only seven of them show up on the FamilySearch Blog.

So here is my list of articles:


Judging FamilyTree Accuracy: French Canadian Immigrants by Nathan W. Murphy 
Nathan discusses duplicates in the FamilySearch.org Family Tree.

52 Questions in 52 Weeks by Steve Anderson
Steve gives suggestions of 52 questions to help compile a descriptive story of one's life.

FamilySearch Adds More Than 2 Million Indexed Records and Images to Collections from Find A Grave, Germany, Hungary, Netherlands, Portugal, and the United States by Rob Goates
The title describes the content.

Federation of Genealogical Societies (FGS) to Team up with RootsTech for 2015 Conference by Paul G. Nauta
This isn't exactly new news but it is important to know.

This is new news and helpful for anyone going to RootsTech 2014. 

Indexing Church-service Missionary Opportunity Available by Jessie Davis
Obviously aimed at members of The Church of Jesus Christ of Latter-day Saints, but good to know information and may be an incentive to some to become Spanish language indexers. 

Community Corner: Indexers Share Their Stories by Jennifer Anderson
I think I have failed to emphasize the importance of compiling indexes to the millions of records going into the FamilySearch.org Historical Record Collections, but here is a good reminder. 

The Key to Unlocking Their Stories by Jennifer Anderson
Another motivating article about indexing and the need for arbitrators. 

Think Your Indexing Work Is Lost? Think Again! by Katie Gale
A note about the automatic saving feature of FamilySearch Indexing.

Two Reasons for a Redo Batch by Courtney Connolly
Some basic instructions to arbitrators.

Are “Optional” Fields Really Optional? by Jessie Davis
More explanations about the mechanics of Indexing. Good things to know.

Well that wraps up another week of FamilySearch.org blog posts. Once I figure out why I am getting more notices than are showing on the site, I will leave it up to you to subscribe to the new posts. 

When do I upgrade my computer or my devices?

From the standpoint of a consumer, it is hard to tell whether the new operating systems and programs are driving the new devices and upgrades or if it is the other way around. But it is clear that during the past year there have been a great number of both. As genealogists, we are not immune from these rounds of constant upgrades. The changes in both devices and operating systems affects our own equipment and particularly the genealogy software programs. At the time of the writing of this post, we are currently waiting for the release of a new version of Legacy Family Tree. There was just a new updated version of RootsMagic to Version 6.3.0.3 and Ancestral Quest to Version 14 and so forth and so on.

In the device arena, the upgrades are staggering. I just upgraded my iPhone to the iPhone 5 and now in another week there will be a new one, the iPhone 5S or whatever. All of the other manufacturers are caught up in this treadmill of devices with new versions of tablets, smartphones and computers appearing almost daily.

For me, this is nothing new. I have gone through every iteration of computers since the introduction of the Apple II and the IBM PC. But, I admit, it can be maddening to those of us who are not made of money and have difficulty adapting to new technology in general. It seems like just as get used to using one program or device, they change it. It also seems that each so-called upgrade is harder to use than the last one.

So how do I react to all of these upgrades and version changes? I have learned not to fight it. I realize that technology has been rapidly changing ever since I was born and that it will likely continue to change until I die. I view the devices as if I were renting them with the purchase price amortized over the life of the device. Because I use the technology every day, all day long, I do not see computers and other devices as luxuries. I see them as the "tools of my trade" so to speak. I recognize that for any device, there is a life cycle and when any particular device reaches the end of its life cycle, it is time for a replacement. As a device nears the end of its life cycle, I evaluate whether or not there is a newer model available or whether I will switch to another type of device altogether.

In a related area, for example, we just switched from our land line to a a completely cell phone based telephone system. We did this by transporting our old land-line phone number over to a cell phone provider. By doing this, we avoided the hassle of changing a long established phone number and were able to save on the monthly phone bill and get additional service capabilities. This is a constant process and if it bothers you that there is this constant background of change, then there is not a lot I can do to help you.

I do have some of my own rules in this regard however. I do not run out an buy the latest upgraded device or equipment as soon as it is introduced. My use of any particular device, such as my MacBook Pro laptop, is governed by the utility of the device itself, not merely by the introduction of a new model. I drive most of my cars about 150,000 mile or more and keep them for up to 15 years so I am not worried about having an older model of anything. But I do recognize that computers are not cars and they have a shorter duty cycle. I usually keep my main computers from 3 to 5 years, depending on the software upgrades. I still have PC with Windows XP and an iMac with an older operating system. I do keep my software updated to every new version, mostly to keep abreast of the changes, but also to make sure I am migrating my data from version to version and not getting locked out.

From the standpoint of a genealogist, the underlying issue is digital preservation. This is the preservation of our computer files, not digitization of paper files. The ultimate problem is the concern that my files will not be compatible with a new operating system or device. As long as I am comfortable that my files are secure, I see no real reason to run out and upgrade the equipment. As part of this underlying concern, there is also the issue of file storage and backup. I am constantly acquiring more files and more information. My storage needs now exceed the capacity of any internally available hard drive, so I am constantly upgrading my storage devices. I purchased a 32 GB flash drive just yesterday. Ultimately, I upgrade my computers and devices to accommodate new programs and greater memory capacity.

Waiting too long in this upgrade game can have the serious consequences of lost data and incompatible files. We can fight against the changes in technology or we can just adsorb them as one of the irritating things about our modern life. I can safely say that there will be new operating systems shortly and new devices within the next week or month or year. Count on it.