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1 Your Trainer: Deb Bergeron, BA Political Science Senior K12 Customer Education & Training Specialist North America Location: Portsmouth, NH Senior Trainer, Eastern Region Welcome to ProQuest! You may automatically be connected to the audio broadcast to hear the presenter via your computer s speakers/headset OR you may dial-in to the toll-free teleconference number: and use the passcode provided in your confirmation. **If you experience technical difficulties or have any questions, please use the Chat message box to notify the trainer immediately.** ProQuest Training Resources: Technical support tsupport@proquest.com

2

3 WHAT S NEW WITH HERITAGEQUEST ONLINE?

4 New ProQuest-Ancestry Partnership Ancestry is the world's largest online family history resource with 2.7 million paying subscribers across all its websites. Awarded the 2015 Best for Genealogy Reference Database in the November 2014 edition of Library Journal. ProQuest has been the distributor of Ancestry Library Edition since On June 27, 2014, Ancestry and ProQuest announced an expanded partnership and distribution agreement which creates broader and deeper opportunities to deliver premier genealogy resources to libraries.

5 Agenda New features of HeritageQuest Online New additions to collections 7 Step Genealogy Research Process (PDF) Live Demonstration 5

6 What is the New HQO? The new HQO was released on March 4, 2015 For the initial launch, the new HQO contains the same six datasets as found in the product today. There have been additional or expanded content collections added since then. All content will be provided and hosted by Ancestry, except for the PERSI Archive and U.S. Serial Set. The product will have a more modern user interface as it is moved to the Ancestry platform.

7 What is the New HQO? Just like the current HQO, cross-searching of the individual databases is not possible due to the disparate metadata and schemas. Most original documents are now 256 greyscale or color images, instead of bi-tonal. The all-new image viewer for HQO is more powerful, easier to use, and users can send images to home. The product retains American Disabilities Act Section 508 compliance.

8 What is the New HQO? We are using the same authentication methods that are currently used, including: o Static IP address o Referring URL o Barcode o Embedded username/password

9 What is the New HQO? We are using the same usage reporting system that s currently available. However, there will be some changes to the reports themselves. We have retained the historical HQO statistics; no usage data will be lost. Customer Field Trainers have updated and revised the HQO LibGuide, 2-minute videos, and other training materials. There are live, online training (webinars) available to library staff on our public schedule.

10 NEW Features & Tools Census, Books & Directories, Revolutionary War, & Freedman s Bank NEW: Search Page NEW: Results Page NEW: Images load in Ancestry.com s Interactive Image Viewer 10

11 Key Changes - Census HQO gains Ancestry s complete U.S. Federal Census, including every-name indexes and greyscale/color images. Additional census records are included: o U.S. Territories and Military & Naval Forces Schedules o U.S. Indian Census Rolls, o Mortality Schedules o 1880 Schedules of Defective, Dependent and Delinquent Classes o Selected U.S. Federal Non-Population Schedules,

12 Key Changes - Census Ancestry created the majority of the census name indexes, and they are continually being improved. The new HQO Census uses basically the same interface as Ancestry Library Edition, and gains industry-standard features such as SOUNDEX, wildcard searching, and more. Users can choose between the basic or advanced image viewer depending upon their needs. No special plug-in is required.

13 NEW Content - U.S. Federal Census Data NEW: All names indexed on each page of every census year NEW: Additional schedules and special censuses are now included, such as: Selected Non-population schedules, Mortality schedules, Indian Census,

14 Key Changes Genealogy Books The collection has grown to over 48,000 full-text genealogy and local histories, city directories and other publications. 20,000 city directories were added! HQO Books gain an all-new user interface and search engine, including industry-standard thumbnail images and hit highlighting.

15 NEW Content - Genealogy & Local History Books Now over 48,000 books, including nearly 10,000 family histories, 13,000+ local histories, and 20,000 NEW city directories added in February

16 Key Changes - Revolutionary War HQO gains the complete NARA M804 Revolutionary War Pension and Bounty Land Warrant Applications digitized from 2,670 microfilm rolls. It is an every-name index of both pensioners and applicants. It has all of the pension applications from NARA, regards of their page count and genealogical value.

17 NEW Content - Revolutionary War Era Records Complete file of NARA Series M804 are included: Separated into Selected Records and Non-Selected Records ; indicated in-file by cover sheets Selected Records are those that NARA chose to bring forward in the file because of their relevance to genealogical research. Non-Selected Records are the remaining documents in the file. 17

18 Key Changes - Freedman s Bank Ancestry s version of the Freedman s Bank Records will be used, including the user interface and search engine. As a result, the transcription feature will no longer be available. Researchers will be able to more easily see the individual bank record in the context of the full register page.

19 PERSI Archive and the U.S. Serial Set Seen on the Home page, but re-direct to the legacy HeritageQuest Online search interface. The search options and display of images remain the same. 19

20 PERSI Archive & U.S. Serial Set There will be no significant changes to the PERSI Archive user interface or search engine. For the initial launch, there will be no significant changes to the U.S. Serial Set user interface or search engine. However, we expect to move the Serial Set to the Ancestry platform in the near future.

21 The Persi Archive PERSI: A Treasure Trove of Clues 21

22 What is PERSI? Covers national, regional, state, local and some international periodicals. Contains full subject indexing of key state history journals for each state in the U.S. Provides coverage for the most respected journals in the genealogy field. Search for people, places, how-to articles, and publications. 22

23 What s Indexed in PERSI? A Variety of Publications Genealogical Society Publications Historical Society Publications Surname Publications Ethnic Society Publications Special Interest Publications Online Publications 23

24 What s NOT Indexed in PERSI? Every Detail Author names or page numbers Every name found in every article. (The main family being researched is listed, but individuals mentioned in passing will not appear in PERSI.) Family group sheets, pedigree charts, queries Society officers, membership lists, meeting notices Book and computer software reviews 24

25 Searching in PERSI Helpful Hints! The PERSI search engine limits the results list to 1,000 viewable records. Use keywords, wildcards and Boolean operators to help narrow the search if the initial results are greater than 1,000. John Smith or Smith, John : The Search People screen is for surname only. Do not include given names. Smith + Coat of Arms : Commas, plus signs and slashes are not supported. Sm*th : Stemming is not supported in the middle of a word. Use a? instead of an *. 25

26 How and Where to Locate a Copy of the Article Library Resources Allen County Public Library (ACPL) has all the periodicals. Photocopies of up to six articles may be obtained from ACPL by completing and mailing the request form that s in HQO. There is a $7.50 minimum fee +.20 per sheet. The Known Repository listing in PERSI is only for major U.S. repositories based upon a survey conducted by ACPL many years ago. Major libraries such as the Library of Congress and the LDS Church s Family History Library in Salt Lake City can be good sources for many of the articles and publications. 26

27 Where to Locate a Copy Cyndi s List Cyndi s List of Genealogy Sites on the Internet has many links to the websites of active historical and genealogical organizations. Many publications found in PERSI come from these organizations. Go to: 27

28 NEW Search Pages = NEW Search Criteria Use truncation / wildcard symbols (see below) or the Exact match option that appears beneath each field when you begin typing.* Boolean and proximity operators (AND, OR, AND NOT, NEAR, etc.) are not permitted.* Truncation symbols (*) and wildcard symbols (?) are permitted to replace letters (e.g., Eli?abeth) or truncate a name or term to search for variant forms (e.g., Sam*).* Add Life Events or Family Members names to increase the precision of your search.* Keyword searching can also add focus to your search. Use double quotes when phrase searching (e.g., civil rights ).* *Same behaviour as Ancestry Library Edition 28

29 Key Changes Research Aids The previous HQO Learning Center is being replaced with a new, more robust Research Aids section. Topics include: Getting Started Census Beyond the Basics Military Ethnic Coming Soon! And More

30 NEW Research Aids Page All new tips and tricks from the Ancestry.com experts and expert genealogists and historians worldwide! No matter your experience level, no matter your research goals, we ve got advice and helpful information available. All documents are downloadable PDFs. 30

31 Key Changes Census Maps Map Guide to the U.S. Federal Census has moved to the new Maps section as a stand-alone, interactive resource. Awareness and usage of this valuable resource should increase significantly. The Census Book by William Dollarhide has also moved to the Maps section, where its usage should increase as well. This includes blank census forms.

32 Census Book Historical U.S. Censuses Published Statewide Censuses and Indexes Countywide Census Indexes Non-population Census Schedules Census Forms 32

33 NEW Maps Tab The Maps now have their own tab! The interactive map will direct you to the entire collection of maps for that state. Maps can easily be saved, printed, or ed (as an image file) with a right-click of the mouse. Downloadable State Guides (PDFs) are available for each state. 33

34 New Content!! HeritageQuest Online, distributed by ProQuest and powered by Ancestry.com, is an essential collection of genealogical and historical sources for more than 60 countries, with coverage dating back as early as the 1700s. The collection can help people find their ancestors and discover a place s past, while also providing a comprehensive treasury of genealogical sources via remote access. Rich in unique records, local and family histories, and finding aids, HeritageQuest Online consists of the following core data sets: Birth, Baptism, Marriage, Death and Census Records containing more than one billion names from the U.S., Canada, Europe, Mexico, Central and South America, Caribbean, Africa and Asia. Includes the U.S. Federal Censuses with original images of every extant federal census from 1790 through 1940, with every-name indexes for all decades, along with Mortality and Non-Population Schedules, Indian Census Rolls, and more. Also includes hundreds of interactive census maps. Family History Books and Directories deliver more than six million digitized page images from over 22,000 family and local histories, and over 1.5 billion records in U.S. city and county directories spanning 1821 to 1989

35 More New Content!! Cemetery Indexes for the U.S., Canada, U.K. and Ireland, Australia and New Zealand, Norway, Sweden, Mexico, Germany, Italy, Brazil and Global Burials at Sea. Using Ancestry s Find A Grave records, the HeritageQuest Online user interface provides a wider selection of search criteria. Military Records include the U.S. Revolutionary War Pension and Bounty-Land WarrantApplication Files (NARA M804), U.S. Records of Confederate Prisoners of War , and the U.S. Remarried Widows Index to Pension Applications Other military records include Colombia Military Records , Traunstein Bavaria Military Records, , Louisiana War of 1812 Pension Lists, Netherlands Army Service Records , U.S. Naval Enlistment Rendezvous , and more. Immigration and Naturalization Records are included from selected U.S. states, Belgium, Brazil, Germany, Dominican Republic, Indonesia, and other countries. Social Security Death Index (SSDI) containing over 94 million records of deceased persons with social security numbers whose deaths were reported to the Social Security Administration. U.S. Public Records Volumes 1-2, contains a compilation of 800 million various public records spanning all 50 U.S. states from 1950 to Periodical Source Index (PERSI) Archive , published by the Allen County Public Library, contains more than 2.3 million records covering over 6,500 English and French periodicals since Freedman s Bank Records with 480,000 names of bank applicants, their dependents, and heirs from , providing valuable data that can provide important clues to tracing AfricanAmerican ancestors prior to and immediately after the U.S. Civil War one of the most important resources for African-American genealogical research. U.S. Serial Set records the memorials, petitions, private relief actions made to the U.S. Congress back to 1789, with a total of more than 480,000 pages of information. Map and Photo Collection with more than 7 million names identified and 600,000 images from the Library of Congress Photo Collection All-new research aids replace the Learning Center and include topics such as Getting Started, Census, and Beyond the Basics.

36 Family History Month For genealogy societies Assist in documenting family histories on the settlement of an area Find and compile records of notable and interesting people who helped shape community Make family connections; who owned land Know your community s history Know how buildings were used What military activity took place in your community Who were the veterans and where are they buried Where did immigrants come from

37 School/Classroom Projects Create a Timeline - Track an Ancestor s life - Link relatives to a historical event - Show what you know and still want to find out Follow Family Using Census Records - Trace migratory patterns in state & country - Develop questions that lead to more answers - Determine where each record can lead - 10 Tips for Census Use (Research Aid) Go Beyond Basics Vital, Court, Religious or Cemetery records Military service records, Blacksheep, i.e., criminal, outlaw, prison, shady character Information Literacy Tool - Use genealogy sources, complex text and primary documents to paint a picture of family s history - Show how census data & schedules evolved to current finding aids and databases

38 HeritageQuest and Common Core Try using these techniques to make the correlation Identify the steps to a process such as recording your family s history Use HQO to analyze primary and secondary sources for History and Social Studies lessons Draw information from multiple print sources to answer research questions and support a sustained research project such as creating a family history timeline Search for and use family history books to add context and depth to a state s history Access and read written narratives to compare and contrast different accounts of an event Introduce younger students to more complex text and increase vocabulary skills Show the evolution of source materials Use census records, charts forms and schedules to view historic Infographics and show how such documents can help students interpret and/or record large amounts of information

39 Demonstration 39

40 Questions? Need more info? More information is available on the ALL NEW LIBGUIDE Attend a Live Webinar or View a Recording ProQuest Support Center Upcoming Classes HQO April 11 at 4:00 ALE April 7 at 4:00 April 19 at 11:00 April 19 at 2:00 June 9 at 4:00 40

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