In the past, Salt Lake City was my destination for the RootsTech conference. This October it was Deer Valley, and the occasion was the annual retreat of my newly joined company, Articulate.

And when I say “newly joined,” I mean it – I hadn’t worked a single day yet. So you might say that the retreat was kind of the best “First Day” EVER. I mean… just look at the photos…

Well once again, RootsTech was a huge success. With registrations up over 30% from last year, we had over 4000 genealogists and developers in attendance. And if I had to guess, there were probably twice as many developers as last year.

Maybe it’s because I’ve been up since 5am, have a cold, and generally haven’t gotten much sleep in the last 4 days, but I find it difficult to describe the overall essence of RootsTech – at it’s purest, perhaps: passion and excitement. Everyone who was there, or who followed it online, knows it was a big deal, a game changer. Two booming industries, two completely different types of people, massive age gaps – but – everyone’s on the same page. Everyone knows that technology is what will move the field of genealogy forward. Everyone is excited about the possibilities.

This was a recurring theme among attendees. Seeing genealogists and technologists sitting down together and discussing the need for advancement and the possibilities for implementation was a sight to be seen. And we already know this mashup of communities works – GEDCOMX is a direct result of it. Genealogists made the call for a better standard, a better way to house data – of all types – and technologists are coming together to find and implement a new, dynamic solution.

The Sessions

I attended a pretty even mix of user and developer sessions, here’s a semi-brief run down on my favorite five:

The Powers of Evernote: Photos, URL’s, Censuses,
Geo-location, and Stories

I already use Evernote quite a bit, even for genealogy to some degree. In fact, I’m composing this blog post in Evernote on the flight back to Detroit. So I already had a fair idea of what it’s capable of, but I wasn’t familiar with the many of the integrated tools and was interested in how others are using it to supplement their research. Here are just of few of those tools and uses:

• Evernote Web Clipper – This one is pretty straight-forward. You install a plugin and can create new Evernote’s with the click of a button that contain the content of a webpage, snippet of a webpage, or just a link to the webpage. An easy way to bookmark and store research.
• Clearly – This browser plugin makes web content easy to read in Evernote. Great for those ancient, hideous web pages.
• Skitch – An app that allows you to markup images. Perfect for highlighting names or keywords and annotating photos or records.
• NoteFuser – This Chrome plugin, created by Jimmy Zimmerman, won First Place in the 2012 RootsTech Developer Challenge. The plugin hooks into FamilySearch.org and geni.com person pages allowing you to tie Evernotes to specific people in your tree.
• ifttt (if this then that) – Here’s a really interesting service that “puts the web to work for you” by automatically… doing stuff. For instance, it can create a new Evernote everytime your favorite genealogy blogger publishes a post. Their site can explain it better than I can.
• EverPress – A lot of genealogists seem to like keeping their research log in the form of a WordPress blog. This allows you to automatically share the contents of an Evernote folder with your blog.
• Scanning directly to Evernote. Did you know there are scanners that can do that?
• GEDCOM storage. It was suggested you could store your tree files in Evernote. However, another session suggested keeping them in Dropbox – which I like even more, since you could setup your apps to source that file and keep it in sync.

Basically, it was suggested that you store everything related to your genealogy research in Evernote. Could be cool, will I try doing that… mmm, I don’t know… we’ll see.

Eleven Layers of Online Searches

This was an awesome presentation from Barbara Renick – she really knows what she’s talking about here. So if you’re having trouble finding someone, here are 11 steps to take that might just lead you to a breakthrough:

1. Try just the name – see how many results you get, look for patterns
2. Try the name with identifiers – such as event, place, dates, relationships
3. Try name with initials – there is a handy page on the FamilySearch Wiki on guessing name variations
4. Add wild cards – use *, ?, AEIOUY replacements, adjacent location searches
5. Try no last name with identifiers – see Layer #2 for identifiers
6. Try no first name with identifiers – see Layer #2 for identifiers, including the sex of the person will help with this one
7. Try no name with identifiers – mix and match identifiers, expand or contract geographic focus
8. Try another name in the household – a more unique name
9. Try another name in the neighborhood – that has been enumerated nearby in other census years
10. Try combining names – husband and wife, multiple generations, related surnames – godparents, witnesses, etc
11. If at first you don’t succeed try a different search tool – websites, CDs, search catalogs for resources by keyword (not name), or go classic – books, films, manuscripts.

Telling Stories: Transforming the Bare Facts of Genealogy Into the Astonishing Tale of You and Your Family.

As genealogists, we’re constantly digging up facts and compiling information – but just having all of that data doesn’t mean we have a story to tell. Presenter, Ian Tester, discussed what it takes to turn your own family stories into Who Do You Think You Are? worthy tales. The following video was shown as a basis to that discussion.

Stories Through Data from Ross Forrest on Vimeo.

Making the Most of Technology to Further the Family History Industry (Ancestry.com Panel)

This was a great panel with some of Ancestry.com’s top technology leaders led by Tim Sullivan, President and CEO of Ancestry.com. They discussed technologies they’re working on, technologies of the future, what it was like to support the website during the third season premier of Who Do You Think You Are?, and the growing IT needs at Ancestry.com.

Creating Cross-Platform Mobile Apps with Titanium

So Titanium is pretty awesome. Now that I know more about it, it seems like a good candidate for an idea I have (see the conclusion). The session discussed the pros and cons of using Titanium, and ran through a simple demo. It was led by some of the Family Search developers – who just the day before – launched the brand new, Titanium made, Family Search Indexing app.

Honorable Mentions

• Genealogy Idol – Just like it sounds, four genealogists competed for the title.
• Exabyte Social Clouds and Other Monstrosities (Keynote) – A very fun discussion of where technology has been, where it is now, and where it’s going.
• Genealogy Internet Gems – A run through of some of the best genealogy sites and services available.
• Ancestral Lines Pairing Systems: Uniquely Numbering Each Ancestral Line, Generation, Pairing and Sibling – An overview of a newly published pedigree numbering system. Pretty interesting, I am currently working with my own custom system that is somewhere between this and Aftenafel.
• Event Driven Web Apps with Node.js – A solid overview of how Node.js works and what you can do with it.

Video for a lot of these sessions will be up soon, but the highlights are already streaming on the RootsTech homepage. You can also check out the session schedule, where you’ll find syllabi for most of the sessions, as well.

Events & Excursions

Ryan Hamilton

The first night of the conference, RootsTech brought in comedian, Ryan Hamilton. He was hilarious!! I think he thought our odd combination of genealogists and technologists was pretty entertaining as well – cracking a few jokes about the age gap. At one point, he started taking audience questions which was epic. Here’s a bit he did for our show:

Late Night at the Library

A tradition carried on from RootsTech 2011, Late Night at the Library was an even bigger success this year. They had to ask us not to all come at once so that they wouldn’t run into fire regulation issues!

First up was the Who Do You Think You Are? Season 3 premier! It was a blast watching the show with such a huge group of genealogists. The crowd’s reaction to the findings and to Martin Sheen’s reactions were very entertaining. And hving an inside look at the production of the show made it that much more enjoyable.

After the show, it was time to get down to business. First, I hit up the subscription sites and scored three key obituaries that confirmed some things I wasn’t quite sure of! After that, I decided to try my hand at searching the microfilms (for the first time) for a specific naturalization record and declaration of intent. I found the naturalization record as referenced the by index, but no luck finding the declaration – I even went back and tried again after the conference.

Salt Lake City

Me, Benjamin, Mary Lou

Between all the sessions and events, I had a bit of time to explore the Temple Square area. First, I went at night to take a few photographs. The second time, I went back with a few new RootsTech genealogist friends – Mary Lou and Benjamin. Benjamin, mysteriously, has no legal surname… no joke. Being that he is a genealogist (ie. someone who spends his time looking for last names), this baffled Mary Lou and I to no end. We have not been able to pry to story out of him yet. Maybe next year.

After strolling around the Square and taking a tour of the top level of the secondary LDS office building (where we got some great views), we headed out for a drink at The Beerhive. I had a pretty good Desert Edge UPA, although it was a little weak as far as the alcohol content goes – a theme you can expect from UT beers.

Compared to last year, I didn’t see nearly as many SLC oddities. See last years RootsTech Recap if you want to know what I’m talking about. I did get a few alright photos though – check out the best in the Flickr slideshow below:

Ready for Next Year

Last years inaugural event was excellent, and to me, my official entry into the world of legitimate genealogy. Obviously, I enjoyed the event so much that I didn’t even hesitate to return. This year’s event, however, left me with a much stronger feeling of inclusion and forward momentum. Throughout the conference when people would ask, “Are you a user or developer?” I replied with, “I’m in the middle,” and I think that’s probably the best place to be. I have a strong interest in doing the research and seeking out dead people, but I’m also interested in creating the technologies to help me do that research.

Just a week ago, an idea for a genealogy research log tool popped into my head – because, in all honesty, I suck at logging my research. There’s no easy way to do it! You either have to write or type out long names, specific spellings, data sources, and more. I just want to do the research, not spend 75% of my time compiling the details on how I’m doing it. And, it seems like I’m not alone. In D. Joshua Taylor’s Genealogy Software Forecast session, there was an overwhelming majority of attendees who admitted to not keeping a log, and a discussion that went on to cover the need for an easy, fast, intuitive, and even automatic way to log from any location. So that is my goal this year, to create and develop an awesome multi-platform (see the Titanium session mentioned above) research logging tool – specific to genealogy. If all goes well, I hope to be entering it into the RootsTech Developer Challenge in 2013!!

Well that just about covers it! It was a pretty awesome and successful trip and I can’t wait for next year. Side note: it was also pretty successful for my Twitter account – I was retweeted by @RootsTechConf, @AncestryDotCom, and even @RyanHamiltone – hello >20,000 impressions!!

If you’re unfamiliar with RootsTech 2011, it was an inaugural conference event at the Salt Palace Convention Center in Salt Lake City, Utah, that aimed at bringing together professional and amateur genealogists, technology creators, and technology users with the goal of reducing friction and generating stronger ties between the two fields of genealogy and technology.

A side note on Utah, Mormons and Family History

I’ve never been to Utah before, nor did I prepare by doing any sort of research on the city of Salt Lake, so I really had very little idea what to expect. I did know it was a genealogy hub because of the Family History Library, but I had completely forgotten about the massive Mormon population and never really bothered looking into the connection between family history and the Latter Day Saints.

As I quickly learned, Mormon’s are such avid family historians because they hold the belief that people who have died before them can be baptized into the church by proxy, allowing ancestors who weren’t living church members to join them in the afterlife. This essentially means that if your grandfather was a serial killer or baptized Catholic, for example, you could be baptized by the church of Latter Day Saints on their behalf, thereby allowing them to leave their “spirit prison” and join you in the heavenly afterlife. Apparently, people like Adolf Hitler and the Pope have been baptized vicariously in this way. From what I can tell, Mormons base this belief on a single New Testament scripture line:

“Else what shall they do which are baptized for the dead, if the dead rise not at all? why are they then baptized for the dead?” — 1 Corinthians 15:29

For more on this controversial concept of baptism for the dead, there’s a great article on Wikipedia.

That all being said, I found Salt Lake to be a very strange city – comprised mostly of white folk, most of whom seemed to be Mormon, and many of which were recruiters. While this population did seem to contribute to the overall sense of safety and order of the town, it definitely left something to be desired. I can’t say I’ll ever go back to Salt Lake except for the next RootsTech conference which is already scheduled for February 2-4, 2012.

Back to the conference! Between the keynotes, sessions, nightly events and vendor exhibits – there wasn’t any time to waste. So, let’s get to the highlights!

Sessions

Digital Images for Genealogists & Technologists

Lead by Geoffrey Rasmussen of Legacy Family Tree, this session looked at tools and techniques to help with digital image cleanup, preservation and organization. Geoffrey focused primarily on using Photoshop Elements and Picasa for both manipulation and organization, but touched on a few other services as well. Both PhotoShop Elements and Picasa offer offline photo organization as well as online backups (for a fee, of course). And since both services offer slightly different features, Geoffrey suggested using the combination for ultimate organization and meta tagging assistance.

This was a very interesting session for me personally, as I recently developed my own DIY photo archiving solution: jarchiver.com. At the time of development, I had avoided services like Picasa as I felt they were too detached from other aspects of genealogy and in the case of sites like Flickr, required hefty monthly payments. While I’m still not sure what my ultimate photo organization solution is, a lot of good ideas definitely came out of this session. I discovered another interesting option from one of the vendors called PhotoLoom, which ties your tree into your photo storage – so I’ll definitely be looking at this service in the future.

Systems and Methods for Geospatial and Temporal Interpretation of Genealogical Data

Bernie Gracie lead this session which went over using his site, AncestralHunt.com, to break down brick walls by looking in depth at the geographical locations and migrations of your ancestors and their communities. Most of the session was a demo of the service, which made it clear that there’s a lot of potential for this kind of research – especially since a large part of what the site offers is community collaboration.

Since the nature of family tree research is so fluid, Bernie suggested using the site as a tool for ideation and theorizing, rather than a place to keep verified data. This concept in itself is worth noting. A related idea was presented by Jimmy Zimmerman in an Unconferencing session: since our trees are ever changing and since we often encourage collaboration, while simultaneously fearing the inadvertent destruction of all our hard work, why not implement a kind of version control system for family trees?! Think github for your ancestry! You want to invite your cousin to work on your tree, but you don’t want her going in and tearing shtuff up – create a “branch” of your tree that see can work in! When she’s done she can submit her changes back to you and it will ultimately be your decision whether or not to include them in the main trunk.

Google Earth for Genealogy

This session, lead by Lisa Louise Cooke, host of the Genealogy Gems Podcast, demonstrated how you can create virtual tours of your ancestry using Google Earth. These tours can help tell your family story in a very visual and engaging way, so they’re great for people don’t quite understand your obsession with genealogy.

To create a tour, you essentially plot a bunch of points on Google Earth which you can then “play” through. Each point can contain any amount HTML including embedded images, videos, and audio recordings. So as the tour plays and Google Earth pans around the globe to each point, it launches each coordinate description allowing you to effectively tell the tale of your family.

Events

Night at the Clark Planetarium

As unrelated to genealogy as astronomy is, this event was a pretty great time. Between the free food (which was pretty tasty), 3D IMAX movies, star shows in the Hansen dome theater, prize drawings, and other exhibits, there was plenty for everyone to do.

My favorite part of the night was watching Hubble 3D in the IMAX theater. Narrated by Leonardo DiCaprio, this eye-candy film documented the efforts of the seven astronauts aboard the Space Shuttle Atlantis and their mission to repair the Hubble Space Telescope. The whole film was full of breathtaking views of Earth, distant galaxies and other celestial presences. It was really just a pleasure to take in.

Late Night at the Family History Library

As the heading implies, the Family History Library stayed open late especially for RootsTech attendees. Genealogists were able to utilize the libraries resources and expert knowledge through midnight. There were also a few showings of the newest “Who Do You Think You Are?” episode featuring Tim McGraw, but I skipped those to see what interesting documents I could dig up.

I started in the family history book section and looked for family surnames but didn’t come across any matches. Next, I moved to the computer and began searching through all the paid databases I normally don’t have access to. I wasn’t as prepared to do research as I should have been, so I basically performed a bunch of generic surname searches with focus on a few key ancestors. I managed to come across one concrete document – a death notice from the 1943 Chicago Tribune for my great grand aunt, Marie ‘Bibs’ Schick.

I also found a few leads on my great-great-great grandfather, Christ Pagels, which could very well pan out!

Vendors

Flip-Pal

Flip-Pal definitely stole the vendor show with there amazingly awesome portable scanner. This battery-powered mobile scanner will take 300-600dpi scans and comes with an SD card that’s pre-loaded with stitching software allowing you to take multiple scans of large documents that can be seamlessly pieced together later on. And just incase you don’t have an SD card reader in your computer, they even throw in a USB adapter (seriously, awesome bonus)!

Now when I say Flip-Pal stole the show, I wasn’t kidding – they sold out of their conference stock each day and had to get more shipped in every night. There were hordes of people around their booth in awe of the nifty little device. And while I didn’t buy one on the spot (simply because I didn’t want to carry it around with me, nor was there a conference discount), I promptly ordered one online when I got back to the hotel.

Check out this glowing review of the device for more info.

GeneTree

GeneTree was the other vendor I found to be of great interest. They provide a genome mapping service similar to that of 23andMe, which I’m already participating in. Talking with the folks here definitely helped to clear up some of the confusion I have with my 23andMe results and their vendor demo session provided a lot more background on how DNA moves from parent to child and how you can begin interpreting the results. I’ll likely give their service a try as it’s focused on the genealogical aspect, rather than both health and ancestry, and includes a lot more in terms of graphing and data interpretation.

To show my support and intent, I picked up one of their very sweet t-shirts:

Salt Lake City

While I didn’t have too much free time to tour around the city, I was able to visit the LDS temple and visitor center, a few local pubs, and the infamous Salt Lake. I saw some very cool things, and many, many strange / interesting things. Here’s a sampling:

The Cool

• The art
• The lake
• The mountains
• The old architecture
• A Star Wars theme song playing bagpiper

The Weird

• Mormon recruiters
• A Mormon rave
• Adjacent wedding & nude photo shoots on the lake
• Dead birds all over the lake bed
• The lack of cultural diversity

Conclusions

All in all – RootsTech was a pretty good time and I can’t wait to see what they pull off next year! There’s already been a ton of great feedback and the blogosphere still can’t stop talking about it.

I’ve posted all of my photos over on jarchiver, my personal photo archiving app, so check those out for even more good times.

Now it’s time for me to end this novel and get back to my research – I bought three pretty awesome books on Sweden, Chicago and Google from the book vendor! See the photo for book details and to see the awesome laptop bag I got as a participant of RootsTech!

Peace.