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The Research Like a Pro Genealogy Podcast

The Research Like a Pro Genealogy Podcast

By: Nicole Dyer
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Research Like a Pro is a podcast about genealogy research methodology. Diana Elder and Nicole Dyer of FamilyLocket.com discuss how to take your family history research to the next level and uncover more of your family tree. Learn about research objectives, analysis, locality research, research planning, source citations, report writing, case studies, and more. Diana and Nicole are the mother-daughter team at FamilyLocket.com and the creators of the Amazon bestselling book, Research Like a Pro: A Genealogist's Guide. Diana created the Research Like a Pro method after becoming an Accredited Genealogy professional through the International Commission for the Accreditation of Professional Genealogists. Discover the process that a professional genealogist uses and make progress on your own brick walls. World
Episodes
  • RLP 404: RootsTech Class 2026 Class Takeaways

    RLP 404: RootsTech Class 2026 Class Takeaways
    Apr 6 2026
    This episode features listener takeaways from the recent RootsTech 2026 conference. Diana discusses the overall positive impressions of the event, noting the high quality of the presentations and the unanimous message about disclosing the use of AI and double-checking its work. Nicole and Diana review several classes on AI, including transforming family history into song, understanding AI's role in archival stewardship, and mastering the basics of AI for genealogy. They share lessons on using AI to abstract information from records, create citations, and analyze research logs to identify gaps. Diana also discusses her class on using AI to clarify complex court records by translating obsolete terms and organizing chronological data. The hosts share insights on specialized research areas, methodology, and records. Diana highlights classes on DNA, including using shared-match grids to analyze and group DNA matches and a methodology to defeat the "Genealogy Gremlin" by evaluating match pedigrees and mitigating confirmation bias. They share a listener's review of Michael Lacopo's session on how to successfully approach non-responsive cousins to encourage them to share their DNA. The hosts discuss classes on research methodology, such as resolving same-name issues by building identity profiles and constructing timelines, and using genealogical analysis to solve conflicting birth dates. Diana notes that a class on probate files reveals that these records contain many rich documents beyond the will, offering clues about an ancestor's associates and lifestyle. They also share Sue Taylor's review a class on Italian records that explains the Latin grammatical forms—nominative, genitive, and accusative—found in civil and parish records. Listeners learn how to access recordings and handouts from RootsTech to apply new AI tools to their research, master advanced DNA analysis techniques, and apply genealogical proof standards to complex records and challenging research questions. This summary was generated by Google Gemini. Links to RootsTech Classes RootsTech Classes in the On-Demand Library - https://www.familysearch.org/en/rootstech/library Even if there's no recording, you can always review the handout! AI and Genealogy ● Musical Memories - Transforming Family History into Song with AI (recorded) by Brandon Camp of Storied - https://www.familysearch.org/en/rootstech/session/musical-memories-transforming-family-history-into-song-with-ai ● Preserving the Past with Emerging Tech: AI's Role in Archival Stewardship (recorded) by Bret Weekes, John Morrey, John Alexander, Jimmy Zimmerman - https://www.familysearch.org/en/rootstech/session/preserving-the-past-with-emerging-tech-ais-role-in-archival-stewardship ● Your AI Toolkit: Essential Tools for Family History Success (recorded) by Laryn Brown - https://www.familysearch.org/en/rootstech/session/your-ai-toolkit-essential-tools-for-family-history-success ● AI & Family History: Foundations & First Steps: Mastering AI Basics for Genealogy (recorded) by Steve Little - https://www.familysearch.org/en/rootstech/session/ai-family-history-foundations-first-steps-mastering-ai-basics-for-genealogy ● FamilySearch for Latinos: Using AI to Grow Your Tree (recorded) by Ada Luque Nelson - https://www.familysearch.org/en/rootstech/session/familysearch-for-latinos-using-ai-to-grow-your-tree ● FamilySearch Full-Text Search – Your Golden Path to Ancestral Discovery (recorded) by David Ouimette - https://www.familysearch.org/en/rootstech/session/familysearch-full-text-search-your-golden-path-to-ancestral-discovery ● AI-Powered Research Logs: From Chaos to Clarity in Your Genealogy Data (recorded - not online yet) by Diana Elder - https://www.familysearch.org/en/rootstech/session/ai-powered-research-logs-from-chaos-to-clarity-in-your-genealogy-data ● From Complex to Clear: Transform Court Records with AI Tools [in-person only] by Diana Elder - https://www.familysearch.org/en/rootstech/session/from-complex-to-clear-transform-court-records-with-ai-tools ● The Future of AI in Genealogy (recorded) by David Ouimette, Steve Little, Diana Elder, Mark Thompson, Dave Vance - https://www.familysearch.org/en/rootstech/session/the-future-of-ai-in-genealogy ● DNA Evidence Analysis with AI (recorded) by Nicole Dyer - https://www.familysearch.org/en/rootstech/session/dna-evidence-analysis-with-ai DNA ● Using Shared-Match Grids and Matrices In Your Family History Research [in-person only] by Jonny Perl - https://www.familysearch.org/en/rootstech/session/using-shared-match-grids-and-matrices-in-your-family-history-research ● DNA Swim School: 1-3. Diahan Southard. Shared matches. (recorded) by Diahan Southard - https://www.familysearch.org/en/rootstech/session/dna-swim-school-part-1-floating-with-one-dna-match...
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    47 mins
  • RLP 403: Transforming Court Records Research with AI: Analyzing

    RLP 403: Transforming Court Records Research with AI: Analyzing
    Mar 30 2026
    Diana and Nicole discuss the analysis phase of their AI-assisted research into the 18th-century court orders between Samuel Daniel and the Roystons in Colonial Virginia. They explain how AI helps them understand complex legal terms like "imparlance," "covenant," "trespass upon the case," and "replevin bond" within the context of the court cases. Going through a case-by-case analysis, they trace the legal strategy that began after apprentice John Royston ran away from Samuel Daniel in 1770. They discuss Richard Wiatt Royston's initial trespass suit, Daniel's failed attempt to sue the minor John Royston, and the protracted litigation that ultimately led to Daniel successfully suing Richard as the apprenticeship guarantor, which resulted in a £10 award. They also analyze the execution on a replevin bond, which reveals details about Daniel's financial struggle. Listeners will learn how to effectively use AI as an assistant to find, transcribe, interpret, and organize complex court records faster, without sacrificing the fundamental principles of sound genealogical research. This summary was generated by Google Gemini. Links Transforming Court Records Research with AI: A Case Study from Colonial Virginia Part 2: Analysis - https://familylocket.com/transforming-court-records-research-with-ai-a-case-study-from-colonial-virginia-part-2-analysis/ 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/
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    42 mins
  • RLP 402: Transforming Court Records Research with AI: Finding and Logging

    RLP 402: Transforming Court Records Research with AI: Finding and Logging
    Mar 23 2026
    In this episode, Transforming Court Records Research with AI: Finding and Logging, Diana and Nicole discuss how artificial intelligence is revolutionizing the challenging process of working with historical court records. Diana introduces the topic by explaining that while court records are treasure troves of genealogical information, they are often unindexed and difficult to read, featuring archaic legal terminology. She presents a case study of her research to identify Samuel Daniel of Middlesex County, Virginia. She explains her breakthrough was using FamilySearch's AI-Powered Full-Text Search to quickly locate twelve scattered court record entries spanning 1773 to 1774, detailing a complex legal dispute between Samuel Daniel and the Royston family, which would have been highly time-consuming with traditional browsing. Diana shares key search strategy tips, such as using quotes for exact phrase matching and trying variant spellings. Nicole then explains the subsequent steps in the AI workflow, starting with transcribing the relevant court pages using Google AI Studio. Diana describes how she organizes the findings by logging the court orders in a research log and then uploading the compiled records to an AI tool to create a chronological table that clarifies the legal actions and outcomes of the case. Nicole wraps up the discussion by outlining critical considerations for maintaining professional genealogical standards, including verifying AI transcriptions, documenting the process, and understanding AI's limitations. Listeners will learn practical strategies for using full-text search, transcription, and organization tools powered by AI to access and analyze challenging court records more effectively. This summary was generated by Google Gemini. Links Transforming Court Records Research with AI: A Case Study from Colonial Virginia Part 1 – Finding and Logging - https://familylocket.com/transforming-court-records-research-with-ai-a-case-study-from-colonial-virginia-part-1-finding-and-logging/ 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/
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    33 mins
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