The Research Like a Pro Genealogy Podcast

They walk through AI-assisted analysis of 18th-century court orders about an apprentice runaway and the long litigation that followed. Legal terms like imparlance, covenant, trespass upon the case, and replevin bond are explained in context. The narrative traces suits, jurisdictional twists, a successful claim against a guarantor, and how AI speeds transcription and organization of court records.

They explore using AI to find scattered, hard-to-read court records and speed up searches with full-text tools. They walk through transcribing images with AI and checking those transcriptions for accuracy. They explain logging and organizing court orders into a clear chronology. They discuss search tips like exact phrases and variant spellings, and stress documenting workflows and AI limitations.

A walkthrough of the 2026 Airtable Research Log v4.2 and how it streamlines genetic genealogy workflows. Renamed fields let you record shared DNA between any two people for cross-platform match analysis. Family tree URLs, kit admins, and usernames are centralized to eliminate repeated data entry. A new Timeline formula standardizes messy date entries into a sortable format.

Listeners share stories of turning scattered searches into disciplined research using workflows and study groups. They describe conquering imposter syndrome, using AI for transcriptions, and mining court and tax records with full-text strategies. The hosts celebrate milestone stats and highlight how structure, peer support, and persistence help researchers make discoveries and preserve family stories.

Diana and Nicole speak with Jan Joyce, AG, CG, CGL, who developed and coordinates the new virtual institute course, "Merging & Separating Identities: Strategies and Tactics to Solve." Jan explains that the most common mistake genealogists make is failing to recognize they have a "same-name problem" and assuming multiple records belong to a single person. She notes that the challenge of merging and separating identity cases (M/S) is accelerating because of more digitized records, the explosion of DNA testing, and the rise of AI tools. Jan shares her own breakthrough M/S case, which involved a woman named Susan Gliddon in three different geographic locations, and an example of a student who had mistakenly merged two different William Thompsons for five years. Listeners learn that if they suspect an M/S case, they should immediately stop adding information to that part of their tree and begin systematically recording every descriptor for the individual into a spreadsheet. The multi-week course teaches a rigorous, step-by-step methodology, including the use of identity dossiers, timelines, and correlation techniques, using a Common Data Set to focus on learning the techniques themselves. Students gain the confidence to untangle complex cases and transform their research approach by learning to apply systematic methods to any genealogical research problem. This summary was generated by Google Gemini. Links Merging and Separating Identities Course registration: https://familylocket.com/product/merging-and-separating-identities/ Transform Chaos into Clarity: Organizing Your Merging and Separating Cases - https://familylocket.com/transform-chaos-into-clarity-organizing-your-merging-and-separating-cases/ Overview of the Merging and Separating Identities Course - https://familylocket.com/overview-of-the-merging-and-separating-identities-course/ From Chaos to Clarity: How Merging & Separating Identity Techniques Identified David Dewitt's Father - https://familylocket.com/from-chaos-to-clarity-how-merging-separating-identity-techniques-identified-david-dewitts-father RLP 256: Alford/Johnson Research – Interview with James Johnson - https://familylocket.com/rlp-256-alford-johnson-research-interview-with-james-johnson/ an interview with James Wesley Johnson, author of A Horse, A Gunfight, And The Law: A Historical Account of Our Alfords in Texas (name-change due to hiding from the law) Testimonials Student Experiences – Merging & Separating Identities - https://vimeo.com/1097036140/783bd4549f "This course was honestly the best course I've taken. Period." – EB "You outdid yourself with this course...so many great strategies and approaches to apply to tough research problems. I appreciate all of your hard work, effort, and sharing of knowledge to make us all better genealogists." – KT "What a stupendous week, Jan! Thank you so much for offering this course and for rounding up so many great speakers. I learned things from every person who spoke (whether as an official speaker or a member of the group taking the class)." – BS "The class pushed me out of my tunnel vision." – PG "I have to admit that I was skeptical if this approach would work for me — but I found it a great way to make connections as well as step away from my computer and stand a bit. So refreshing to learn something new that is fun too!" – KT "I have really enjoyed this course. It has made me think differently about so many things. While the focus was on M/S, so much of what was taught and discussed can be used in 'everyday research' which for me is usually 'problem solving.'" – RC "After Kim Richardson did her presentation, I should have just stayed up all night. I couldn't sleep because of all the ideas in my head. LOL!" – PG "I am always so impressed with your courses! You have a great teaching style and are respectful and patient with all participants. I learn so much from you and really appreciate your willingness to share your knowledge with the class." – CD "Today was really helpful - I feel like I learned new things at the right pace. I end the day energized rather than drained and overwhelmed." – KT "I'm really enjoying the course. Learning something new every day." – TF "I liked getting the materials each day, as opposed to getting a syllabus. I was more inclined to look at all the materials when they came to me in smaller batches." – PG Sponsor – Newspapers.com For listeners of this podcast, Newspapers.com is offering new subscribers 20% off a Publisher Extra subscription so you can start exploring today. Just use the code "FamilyLocket" at checkout. Research Like a Pro Resources Airtable Universe - Nicole's Airtable Templates - https://www.airtable.com/universe/creator/usrsBSDhwHyLNnP4O/nicole-dyer Airtable Research Logs Quick Reference - by Nicole Dyer - https://familylocket.com/product-tag/airtable/ Research Like a Pro: A Genealogist's Guide book by Diana Elder with Nicole Dyer on Amazon.com - https://amzn.to/2x0ku3d 14-Day Research Like a Pro Challenge Workbook - digital - https://familylocket.com/product/14-day-research-like-a-pro-challenge-workbook-digital-only/ and spiral bound - https://familylocket.com/product/14-day-research-like-a-pro-challenge-workbook-spiral-bound/ Research Like a Pro Webinar Series - monthly case study webinars including documentary evidence and many with DNA evidence - https://familylocket.com/product-category/webinars/ Research Like a Pro eCourse - independent study course - https://familylocket.com/product/research-like-a-pro-e-course/ RLP Study Group - upcoming group and email notification list - https://familylocket.com/services/research-like-a-pro-study-group/ Research Like a Pro Institute Courses - https://familylocket.com/product-category/institute-course/ Research Like a Pro with DNA Resources Research Like a Pro with DNA: A Genealogist's Guide to Finding and Confirming Ancestors with DNA Evidence book by Diana Elder, Nicole Dyer, and Robin Wirthlin - https://amzn.to/3gn0hKx Research Like a Pro with DNA eCourse - independent study course - https://familylocket.com/product/research-like-a-pro-with-dna-ecourse/ RLP with DNA Study Group - upcoming group and email notification list - https://familylocket.com/services/research-like-a-pro-with-dna-study-group/ Thank you Thanks for listening! We hope that you will share your thoughts about our podcast and help us out by doing the following: Write a review on iTunes or Apple Podcasts. If you leave a review, we will read it on the podcast and answer any questions that you bring up in your review. Thank you! Leave a comment in the comment or question in the comment section below. Share the episode on Twitter, Facebook, or Pinterest. Subscribe on iTunes or your favorite podcast app. Sign up for our newsletter to receive notifications of new episodes - https://familylocket.com/sign-up/ Check out this list of genealogy podcasts from Feedspot: Best Genealogy Podcasts - https://blog.feedspot.com/genealogy_podcasts/

Virginia Pratt, a genealogist with a BYU Family History degree and five years on the FamilySearch Research Wiki team, walks listeners through using the free Wiki. She explains locality pages from country to county. She breaks down topic pages, language tools, and how to find substitute records. A hands-on John J. Hoover case study shows practical navigation and local resource tips.

They discuss using a single heirloom or letter to link generations and shape family narratives. They explore placing ancestors alongside historical figures like Frederick Douglass and George Mitchell. They highlight weaving major events such as early transatlantic flight and The Troubles into personal stories. They also mention using historical sources and AI tools to enrich and transcribe family records.

They walk the Frazier family’s trail from Civil War Ozarks to crossings into the Chickasaw Nation. You hear about cemetery visits and headstone symbolism at Burneyville. Local museum finds, ferry replicas, and archival obituaries bring the Red River crossings and community context to life. Photographs and on-site discoveries tie artifacts to family stories.

They dig into Ancestry Pro Tools' custom clustering for DNA research. The conversation covers choosing target and sidekick matches, setting centimorgan ranges, and saving clusters before they expire. A real-world Cline family test shows how subclusters can clarify relationships. Practical tips include experimenting with combinations and tracking every run in a research log.

They tackle conflicting birthdates by examining census records, marriage bonds, land and residency documents, and death notices. A detailed case study of Mary Elizabeth Royston shows how to compare informants and local practices. They also discuss using AI and locality guides for record survival and research strategies.