4a. The Reference Interview • FamilySearch

Helping Others Get Started with Family History, 47 Lessons

4a. The Reference Interview

Presenter: FamilySearch Library Staff

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As you help others with their family history research, it is best to conduct a reference interview with the person you are helping. A reference interview consists of helping others to gather known information and to choose a research goal. In this lesson you will learn how to conduct the reference interview when helping others get started with their family history.

Language: English

Lesson Content

Helping Others Get Started with Family History

47 Lessons

2a. Research Process - Gather

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, we will introduce the first step in the research process – Gather.
2b. Research Process - Gather: Knowledge Check

How confident do you feel about the step Gather in the Research Process? Check your knowledge by answering questions about what you learned in the lesson Research Process – Gather.
3a. Research Process - Choose

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, we will introduce the second step in the research process – Choose.
3b. Research Process - Choose: Knowledge Check

How confident do you feel about the step Choose in the Research Process? Check your knowledge by answering questions about what you learned in the lesson Research Process – Choose.
4a. The Reference Interview

As you help others with their family history research, it is best to conduct a reference interview with the person you are helping. A reference interview consists of helping others to gather known information and to choose a research goal. In this lesson you will learn how to conduct the reference interview when helping others get started with their family history.
4b. Conducting the Reference Interview

As you help others with their family history research, it is best to conduct a reference interview with the person you are helping. A reference interview consists of helping others to gather known information and to choose a research goal. In this lesson you will learn how to conduct the reference interview when helping others get started with their family history.
4c. Reference Interview Knowledge Check

How confident do you feel about conducting a reference interview? Check your knowledge by answering questions about what you learned in the lesson Reference Interview.
5a. Introducing Records

Records are the key to family history research. This lesson will introduce various types of records and how they can be used in family history research.
5b. Types of Records

Records are the key to family history research. This lesson will introduce various types of records and how they can be used in family history research.
5c. Introducing Records: Knowledge Check

How confident do you feel about records and their use in family history research? Check your knowledge by answering questions about what you learned in the lesson Introducing Records.
6a. Research Process - Find

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, we will introduce the third step in the research process – Find.
6b. Research Process - Find: Locating Records

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, we will identify places where you can look for new information and help you understand why jurisdictions are important.
6c. Research Process - Find: Research Logs

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, we will discuss what a research log is and why it is important.
6d. Research Process - Find: Knowledge Check

How confident do you feel about the step Gather in the Research Process? Check your knowledge by answering questions about what you learned in the lesson Research Process - Find.
7a. Research Process - Find: FamilySearch.org

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, we will discuss how to find records on FamilySearch.org
7b. Research Process - Find: Using Image Only Collections on FamilySearch.org

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to use the image only collections on FamilySearch.org.
7c. Putting It All Together

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to put together in practice the principles of finding records in FamilySearch.org.
7d. Research Process - Find: FamilySearch.org Knowledge Check

How confident do you feel about finding records on FamilySearch.org? Check your knowledge by answering questions about what you learned in the lesson
8a. Research Process - Find: FamilySearch Catalog

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to use the FamilySearch Catalog to locate records for your ancestors.
8b. Find: FamilySearch Catalog Place Search

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to do a place search in the FamilySearch Catalog to locate records of your ancestors.
8c. Find: FamilySearch Catalog Places Within Feature

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to use the places within feature in the FamilySearch Catalog to locate records of your ancestors.
8d. Find: FamilySearch Catalog Surname, Title and Author Searches

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to do surname, title, and author searches in the FamilySearch Catalog to locate records of your ancestors
8e. Find: FamilySearch Catalog Subject and Keywords Searches

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to do subject and keywords searches in the FamilySearch Catalog to locate records of your ancestors
8f. Find: FamilySearch Catalog Call Number and Film/Fiche Number Searches

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to do a call number and film/fiche number searches in the FamilySearch Catalog to locate records of your ancestors
8g. Find: Reading a FamilySearch Catalog Entry

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to read a FamilySearch Catalog entry to locate records of your ancestors
8h. Find: Locating Items in the FamilySearch Library

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to locate items in the FamilySearch Library using the FamilySearch Catalog.
8i. Research Process - Find: FamilySearch Catalog Knowledge Check

How confident do you feel about locating records in the FamilySearch Catalog? Check your knowledge by answering questions about what you learned in the lesson Research Process - Find: FamilySearch Catalog.
9a. Research Process - Find: FamilySearch Wiki

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how the FamilySearch Wiki can help you know how to use and understand the records you find.
9b. Find: "How to" Guides in the FamilySearch Wiki

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn about "How to" Guides found in the FamilySearch Wiki. "How to" Guides are designed to help you learn how to use websites, read records in a foreign language, and many other useful family history skills.
9c. Find: Using Record Finders in the FamilySearch Wiki

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to use Record Finders found in the FamilySearch Wiki.
9d. Find: Using the FamilySearch Wiki to Locate Archives and Libraries

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how the FamilySearch Wiki can help you locate archives and libraries that may also have records of your ancestors.
9e. Research Process - Find: FamilySearch Wiki Knowledge Check

How confident do you feel about using the FamilySearch Wiki? Check your knowledge by answering questions about what you learned in the lesson Research Process - Find: FamilySearch Wiki.
10a. Research Process - Find: Ancestry

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to use Ancestry.com to find records of your ancestors.
10b. Find: Searching Ancestry.com

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to search for records of your ancestors using the website Ancestry.com.
10c. Research Process - Find: Ancestry.com Knowledge Check

How confident do you feel about searching for records on Ancestry.com? Check your knowledge by answering questions about what you learned in the lesson Research Process - Find: Ancestry.com.
11a. Research Process - Find: Google

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how you can use Google to help you with your family history research.
11b. Research Process: Find - Google Knowledge Check

How confident do you feel about searching for records and information with Google? Check your knowledge by answering questions about what you learned in the lesson Research Process - Find: Google.
12a. Building a Research Plan

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will learn how to build a research plan and why it is important.
12b. A Research Plan in Action

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. In this lesson, you will a demonstration of how to build a research plan.
12c. Building a Research Plan: Knowledge Check

How confident do you feel about building a research plan to help you with your family history research? Check your knowledge by answering questions about what you learned in the lesson Building a Research Plan.
13a. Research Process - Evaluate

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. During this lesson, the focus is on evaluating new information. Evaluating the new information you have discovered is the fourth step in the research process.
13b. Helping Others Evaluate Information

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. During this lesson, you will learn how to help others evaluate the information they have discovered.
13c. Research Process - Evaluate Knowledge Check

How confident do you feel about evaluating information you have discovered and helping others evaluate the information they have found? Check your knowledge by answering questions about what you learned in the lesson Research Process - Evaluate.
14a. Research Process - Share

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. During this lesson, you will learn the importance of sharing the information you’ve found and several ways to do so.
14b. Research Process - Share: Knowledge Check

How confident do you feel about why and how you can share the information you have found? Check your knowledge by answering questions about what you learned in the lesson Research Process - Share.
15a. Research Process Review

This is part of a series on Helping Others Get Started with Family History. This course is designed for consultants, helpers and anyone who wants to learn more about doing family history research. The research process is the key to successful and accurate family history work. During this lesson, you will review the things you have learned about the research process.
15b. Research Process Review: Knowledge Check

How confident do you feel about the research process? Check your knowledge by answering questions about what you learned in the lesson Research Process Review.

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