Are you ready to go for a credential?

The hardest question about seeking certification (through BCG) or accreditation (through ICAPGen) is the very first one: Am I ready?

Self-evaluation is tough at the best of times, and no measure of readiness is foolproof. So I will suggest several independent measures, from various sources. Each of them has pitfalls, but if they all point the same way, then it's probably time to postpone your procrastination and get into the process. (My examples are BCG-based because that's my experience.)

Measure #1 (from Elissa Scalise Powell): If you've done serious genealogy two or three times a week for seven to ten years, you may be ready. This turns out to be close to the idea of 10,000 hours of practice needed to gain mastery in cognitively demanding fields, popularized in Malcolm Gladwell's book Outliers.

Pitfall of this measure: have you really had ten years of experience or only one year's experience ten times over? One way to overcome the pitfall: if you spent your ten years of experience without dealing with any land or probate records, subtract at least five years.

Measure #2: If you can pass the weighted quiz questions on the BCG web site, you may be ready.  

Pitfall: Sometimes we kid ourselves when taking quizzes of this sort.

Measure #3: The easier you find it to read and understand NGSQ articles, the more likely you are to be ready -- especially if you started out not understanding them at all.  

Pitfall: Reading is not always the same as doing.

Measure #4: If you have published in a peer-reviewed journal, you may well be ready.

Pitfall: Sometimes you're not -- especially if you make the plausible but false assumption that an article is the same exact kind of job as the required portfolio materials.

Measure #5: If you cannot stay awake during a lecture by Elizabeth Shown Mills or Thomas W. Jones, then you're definitely not ready. [No pitfall here.]

Measure #6: If everybody you know says you're really good at genealogy, then you might be ready.

Pitfall: The people you know may be extremely polite. Or they may be telling the truth, but have no idea what serious genealogy involves. As in chess, there are more levels of expertise than we can easily imagine.

If you find most of these measures are favorable, then I say go ahead. There is additional generic help available once you are "on the clock."

Don't forget -- some of us learn by doing (which is a polite way of saying that we learned to swim by jumping into the deep end of the pool). As a result, some of us had to go through the process twice in order to succeed. There are worse fates, such as never trying . . . and hence never knowing whether you really had what it takes.



Harold Henderson, "Are you ready to go for a credential?," Midwestern Microhistory: A Genealogy Blog, posted 11 December 2013 (http://midwesternmicrohistory.blogspot.com : viewed [date]). [Please feel free to link to the specific post if you prefer.]

Getting serious about genealogy

Where to go when you need to find people who take genealogy as seriously as you do?

As befits a volunteer-driven community with little formal, economic, or academic infrastructure, genealogy offers a variety of places, but they are not obvious to the newcomer -- nor to the long-time hobbyist becoming aware of additional dimensions and higher standards in this fascinating pursuit.

I've been involved in many of these, and I list them in a rough order beginning with the least demanding, costly, and formal. It's quite possible that I've omitted some. (Obviously it helps to be exposed to books, blogs, lectures, and webinars by the best genealogists, but I'm focusing on real and virtual places to meet others with the same interest.)

* Transitional Genealogists Forum, lurking or participating.

* Evidence Explained: Historical Analysis, Citation and Source Usage, the web site or ongoing symposium conducted by Elizabeth Shown Mills.

* volunteers in your area who are directly involved in transcribing, indexing, abstracting, or digitizing original records.

* the ProGen Study Group -- and its offspring, the Gen Proof Groups studying Tom Jones's new book Mastering Genealogical Proof. In general, any group(s) devoted to studying good genealogy texts, including NGSQ Articles Online Study Groups. and Dear Myrtle's MGP Study Groups.

* the Association of Professional Genealogists -- benefits of membership include local and virtual chapters, the members-only list, continuing education opportunities in business and genealogy, quarterly journal, monthly newsletter, webinars, and regular gatherings at national conferences.

* intensive institutes (usually lasting about a week, but not to be confused with genealogy conferences), notably the Institute of Genealogy & Historical Research (Samford University Library, Birmingham, June), Salt Lake Institute of Genealogy (Utah Genealogical Association, January); Genealogical Research Institute of Pittsburgh (July); National Institute on Genealogical Research (National Archives, Washington DC, July); and the Forensic Genealogy Institute (Council for the Advancement of Forensic Genealogy, Dallas, April?).

* the Genealogical Research Program through Boston University's Center for Professional Education.

* the two genealogy credentialing bodies, BCG and ICAPGen. Unlike all of the above, these are not membership bodies open to all comers, but even those who don't choose to seek credentials can learn from their web sites and occasional public events.

Nobody designed this network of opportunities, and some will suit you better than others. Enjoy what you can!



Harold Henderson, "Getting serious about genealogy," Midwestern Microhistory: A Genealogy Blog, posted 3 June 2013 (http://midwesternmicrohistory.blogspot.com : accessed [access date]). [Please feel free to link to the specific post if you prefer.]

Why Ambitious Genealogists Need Credentials

Few of us know exactly what we don't know. And few of us have the right sort of friends, mentors, and teachers -- those who will tell us! That's what the credentialing programs offered by ICAPGen (accreditation) and the Board for the Certification of Genealogists (certification, my choice) do.

Nobody needs a credential in order to be a good or great genealogy researcher. But until we try to meet those standards, we don't know how good we really are. There are plenty of people who will pat us on the back and say, “It's fine,” whether it is or not.

I always knew I wanted a credential. I was impressed that BCG's is entirely performance-based. Attendance at conferences, institutes, or universities may help you learn but is not required. Degrees and attendance records don't count. Being good in class or talking a good game doesn't count. How you actually research and report is all that matters.

Many people will express skepticism about having "letters after their name." Some have encountered or heard of credentialed people who made mistakes. But that's a straw man: no one ever claimed that being certified or accredited would make you infallible! Ideally, we don't make as many as we used to, and we learn from the ones we do make.

Others say, "Well, I think I'm pretty good and all my friends and clients say so, I don't need it." The first part may well be true, but the second part does not follow. It takes a staunch friend to point out that your citations are inconsistent and your lectures wander. The judges upholding the value of CG or AG designations aren't under the obligations of friendship.

And frankly, we've all had the experience of thinking we were pretty good when we weren't. I submitted an entry to the NGS writing contest a few years back. It was a lot of work; it chronicled a large family -- and it contained close to zero citations to either property or probate records. Needless to say, it didn't win, and one of the judges explained that was one reason why. 

Later on, I tried for certification twice and recently succeeded the second time. Tomorrow, a few thoughts on what worked and what didn't.

Harold Henderson, "Why Ambitious Genealogists Need Credentials," Midwestern Microhistory: A Genealogy Blog, posted 14 August 2012 (http://midwesternmicrohistory.blogspot.com : accessed [access date]). [Please feel free to link to the specific post if you prefer.]

My recommendations for hiring a professional in a specialized area?

From time to time, clients (or non-clients!) ask me for recommendations as to who they should hire that specializes in some area of research that I don't (often overseas). Not being omniscient, usually I am more comfortable with recommending places to look than I am with recommending specific individuals. Three particular places come to mind:

Board for Certification of Genealogists (BCG)

International Commission for the Accreditation of Professional Genealogists (ICAPGen)

Association of Professional Genealogists (APG)

APG is a professional membership organization; a member has to pay dues and sign a code of ethics (it's at the bottom of the application form).

ICAPGen or BCG credentials are earned by passing different rigorous tests (described at the links).

The same person can be a part of any one, two, or three of the above. If I were looking in online marketplaces (such as Ancestry's ExpertConnect) or in particular libraries' or archives' list of researchers, other things being equal I would tend to favor someone with an earned credential, or failing that at least someone who was serious enough to join a professional organization. (The higher and harder the brick wall in question, the stronger my tendency to do so.)

Of course it is possible that someone with none of these affiliations might do an excellent job of research, but the odds are not as good.