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Table of Contents Part I: General Information Part II: The Hiring Process Step 1: Determine Your Research Needs Step 2: Obtain A List Of Genealogists Step 3: Contact Candidates Step 4: Determine Whom To Hire Step 5: Make An Agreement Step 6: Pay Fees And Provide Information To Start Stay In Contact Part III: Reference Section Hiring a professional genealogist The keys to finding a good genealogist are the same as those for hiring other competent professionals. First, you need some general information about what genealogists do and the services they provide. This information can be found in Part I of this guide. Second, you need to know how to evaluate genealogists and select the right one to hire. This information is found in Part II and III.
The services of professional genealogists fall into four major categories, with other minor services.
Tracing Ancestry. A professional genealogist can help you trace your ancestors. For example, a genealogist may be able to discover who your immigrant ancestors were and where they came from. Or, a genealogist can research one of your family lines back to a specific time period or individual. This is often helpful when people want to join a lineage society Researching Descendants. A professional genealogist may help you in descendancy research by identifying people who descended from a particular individual. For example, you may be a descendant of Daniel Boone and want to start a family organization of his descendants to share genealogical information. A professional genealogist can help you identify the frontiersman's descendants so you can contact them.
Searching Records. To save time and avoid travel costs, you can employ a record searcher to find and review the records for you. Record searchers review only the records you instruct them to search.
Other Services. Genealogists also provide a range of other services that include the following
Regardless of the type of research they perform, most professional genealogists follow a similar research process, which is outlined below. Understanding this process will help you know what to expect from the genealogist you hire.
Define the Research Problem. Good genealogists first review the information you already have. They discuss your research problem with you and make sure they clearly understand what you want them to accomplish.
Develop a Research Plan. Genealogists next develop a research plan that outlines what they will do to find the information you want. Most plans consist of a prioritized list of the records the genealogist will search. Research plans can be written or verbal. Your genealogist may share the plan with you.
Conduct the Research. As they follow their research plans, genealogists go to libraries, courthouses Analyze the Findings. Genealogists regularly review their research and make conclusions about what they have found. They also compare their findings with other documents to confirm or disprove conclusions.
Report the Findings. Periodically, genealogists prepare reports about their research activities. The report should include photocopies Prepare Forms. Genealogist can prepare forms such as pedigree charts, family group sheets Share Results. Genealogists can help you share the results of your research. A genealogist can contribute the findings to genealogical databases such as Ancestral File Bill for Services. Genealogists bill for their services at agreed-upon intervals. Bills should clearly identify the time spent and expenses incurred on the project to date. Bills are often included with reports.
Genealogists are generally not required by law to be licensed or certified. However, they can receive credentials from several organizations. Each organization sets its own criteria for granting credentials. The reference section at the end of this guide includes two major organizations that grant credentials and offer arbitration if problems arise.
You should also consider other criteria as you make your hiring decision. Most genealogists are self-taught, and many competent genealogists do not seek credentials. Years of education, research experience, and satisfactory service to clients may be just as important as credentials.
Three things affect the rate a genealogist charges:
Fee Structures. Rates and fee structures can vary among genealogists. Some genealogists simply bill as they work. Others charge a daily rate or a flat fee per project. Most genealogists charge an hourly rate plus expenses.
Hourly Rates. Most genealogists base their hourly rate on their education, training, skill, experience, and credentials and what the market will bear. Rates may be as low as $10.00 per hour but could be over $100.00 per hour. The average rate charged by most competent genealogists ranges from $15.00 to $35.00 per hour. Record searchers often charge between $7.00 and $20.00 per hour.
Since rates vary, it is sometimes hard to know what warrants a higher rate. In general, genealogists may justifiably charge higher rates if they:
Although the majority of genealogists work independently, you may find genealogical firms in areas where large repositories of records exist. Firms usually offer a wider variety of services and expertise.
Expenses. Most genealogists bill for the expenses they incur. Common expenses include:
Payment. Methods of payment vary, depending on the fee structure. Many genealogists ask their clients to pay a certain amount of money (a retainer) before work begins. The genealogist then works and bills against the retainer until it is spent. Then, another retainer is paid and work continues.
You can do the following to control your costs:
Generally, genealogists use the first few hours of a research project to define their clients' goals, analyze the problem, and develop a research plan. This can vary considerably depending on the amount of previous research.
Allow enough start-up time on your project for the genealogist to be productive-usually eight to ten hours on most research projects. Simple tasks, such as performing a record search or evaluating a lineage, should take much less time than a research problem.
The six steps in this section are designed to help you locate several professional genealogists and then select the one that best meets your needs.
Before hiring a professional genealogist, clarify your research problem and determine what you want the genealogist to do. If you define your research goals early, you are more likely to be satisfied with the results. In addition, you can often save money by gathering information that already exists.
However, if you cannot gather the information needed to define a research goal, you may want to skip this step. Once you have hired a genealogist, you can let the professional decide where to begin.
Do not start with a general or vague goal (example: I want to know more about my ancestors on my mother's side). Clarify the problem by finding and reviewing as much existing information as possible. You may want to check:
After deciding what you want to learn, summarize your research problem and state how the genealogist can help you.
At this point, determine if you really need to hire someone. Maybe you can get help from friends or a genealogical society. If you decide to employ someone, try to determine what expertise the genealogist needs.
Next, obtain a list of potential genealogists. The reference section in Part III of this guide identifies where to obtain lists of genealogists. You can also contact libraries, archives, or genealogical societies in your area.
Contact several genealogists whose skills and credentials seem appropriate. If you telephone candidates, you can find out immediately if the genealogist is available and interested in working on your project. And you may also be able to gain a sense of the genealogist's competence. However, be considerate of the researcher's time. Do not expect too many ideas before the genealogist has seen your records.
Writing letters is a slower process, but many genealogists prefer written correspondence because they have time to think about the project before responding. Be sure to include your return address, phone number, and a self-addressed stamped envelope.
Discuss the following in your phone call or letter:
After contacting several genealogists, decide which one will best meet your needs. Consider the following questions:
Before the genealogist begins working on your project, be sure to make an agreement. Although verbal agreements are possible, especially when the project is small, they may be of little benefit in the event of a dispute. A written agreement can be as simple as a letter stating your expectations and authorizing the genealogist to proceed, or it can be a formal written contract. Either you or the genealogist can prepare the agreement. In lieu of a formal contract, some genealogists have a list of their research methods and policies that is modified for each project and signed by the client.
Any agreement, verbal or written, should include at least the following:
Send whatever retainer or fees are required for the genealogist to begin working. Share any information you collected in step 1. You will avoid needless duplication by informing your genealogist of the records you found and the research that has already been done. Send good photocopies of your materials. Never give original documents or other materials for which you have no other copies.
As you work with your genealogist, be sure to communicate often. Most problems can be avoided through good communication. However, if problems do arise that you cannot sole together, get in touch with the organization that credentialed the genealogist. Many organizations will mediate or arbitrate disagreements between the genealogists they credential and their clients.
Accredited Genealogists
A list of researchers with short biographies and their areas of specialty.
Certified Genealogists
Cost for directory: $12.00
Tests and certifies researchers in various categories of services. All certified individuals must agree to a "code of ethics."
APG Directory of Professional Genealogists
Cost: $15
Directory of Professional Genealogical Researchers
Everton's Genealogical Helper,
An annual list of those who pay to have their names listed.Many libraries, archives, and courthouses maintain lists of researchers who use their facilities. They usually provide lists as a courtesy to patrons, and no attempt is made to assess credentials.
Paper publication: Third edition November 2000. English approval: 11/00.
©1998, 2001 by Intellectual Reserve, Inc. All rights reserved. Printed in the USA.
No part of this document may be reprinted, posted on-line, or reproduced in any form for any purpose without the prior written permission of the copyright holder. FamilySearch is a trademark of Intellectual Reserve, Inc.
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