Tag Archive for Association of Professional Genealogists

A GeneaBlogie Dialogue: The Future of Professional Genealogy

Preface: A while ago, there was dialogue in the blogosphere about the future of the large genealogy companies such as Ancestry.com, FamilySearch Inc., and others. Notable writers such as James Tanner, Thomas MacEntee, Randy Seaver, and the Ancestry Insider, have written about this issue. Many more experts have commented on the blogs of those who have written on this issue. Two figures familiar to Geneablogie readers, lawyers Patricia Lust, of the firm Gried Avarice Mammon & Lust, and Noe Udont, a sole practitioner, have a slightly different take on the future of genealogy: that is the prospects for professional genealogists You may recall that the last time we saw them, they were in court, arguing over the designation of a genealogist as an expert witness in a probate case. They sat down with me recently to discuss the issue “Whither Professional Genealogists?”

Note: The views expressed  by the participants are theirs alone and do not reflect the views of GeneaBlogie or any other person or entity.

GeneaBlogie: Welcome back, ladies. You know, at the outset people are going ask what business either of you have discussing this topic. Can you address that?

Lust: Well, it’s been an eventful year. Right after trial in December 2009, I went on sabbatical from the firm. I had been so energized by working with Jean Runner [the genealogist that Lust convinced the court to accept as an expert witness]. I got very much taken in by the idea of researching family history. And you know me–it’s gotta be all or nothing. So while I was researching, I was also studying. I mean, you know, I was used to working 70 hours a week at Gried Avarice, and I couldn’t slow down. So within about seven months, I felt ready for the BCG. And, ta-da, I’m a Certified Genealogist!

GeneaBlogie: Congratulations! So what are you doing now?

Lust: After my sabbatical, I went part-time with the firm and I do genealogy with the rest of my time. I opened my business called Lust for the Past as soon as I was certified.

GeneaBlogie: I recall that you had been a high school history teacher before you went to law school.

Lust: That’s right. And I earned an MLS degree, originally intending to be a law librarian, not a litigator, as it turned out.

Geneablogie: Any surprises in your own family history?

Lust: Not so far. I had a pretty good idea of my Irish, African-American, and Native American roots as I grew up . [laughs] I know, I know . . . I was the only red-haired, green-eyed black Indian in Milwaukee! By the way, I am an enrolled member of a Wisconsin tribe.

Geneablogie: So what about you, Noe? I’ve always been fascinated by your name.

Udont: Yes . . . well that was a little joke that my dad from Burma, who went by the single name of Dont, played on my Swedish mother. “U” is a form of honorific in Burma, somewhat equivalent to “Rra” in Botswana or “Mr.” in the West. So when my mom wanted to name me “Noe,” a good but unusual Scandinavian name, Dad started using “U” before his name. And my birth certificate says “Noe Udont.” When I was a teenager, Dad said my name was a prompt to good behavior!

GeneaBlogie: That’s quite a story. But tell us why you have any cred discussing professional genealogists?

Udont: Well, way before that probate trial with Pat, I was into genealogy. But there’s only so much I could do on my own from America given my background: first-generation Burmese-American. My mother did have several distant cousins in the States. I signed up for every Internet I came across and spent thousands of dollars on my search. I actually turned up a couple of Burmese relatives in the States. But I was frustrated, so I went out and hired a professional genealogist to help.

GeneaBlogie: So you have a perspective on this . . . .

Udont: Yes. Let me say first that the professional genealogist that I used was very good. I met her at a meeting of our local society. Again, because of the distance, and cultural and political issues in Burma, what she could do was limited. But what she did do was fabulous. Turns out I have some Chinese ancestors who came to America in the 19th century.

GeneaBlogie: So what’s your perspective on the future of professional genealogy?

Udont: Well, you have to start in the not-to-distant cultural past! Fifty years ago, I would venture to say that the majority–a super-majority of people who were engaged in genealogy were rich people, or social elites or religiously-motivated folks. Many did it themselves, despite the rigors of research in the pre-digital era. I would posit that only the very rich actually hired professional genealogists back then.

Lust: I’d agree with Noe from the historical perspective. Unlike her, I’m over fifty years old [laughs] and nobody I knew growing up in Milwaukee had a formal interest in their family history. Oh, they knew it alright–far better than kids today know their family history. But they knew it because they’d been taught it by their elders. The idea of hiring a professional genealogist would have been as ludicrous in my middle-class neighborhood as hiring a chauffeur!

Udont: All of which goes to my point–the market for professional genealogists historically was pretty limited.

GeneaBlogie: But what about today? “Roots” was supposedly a great turning point–and that was almost thirty-five years ago.

Lust: Well, I think the market for professional genealogists remains limited. There are a couple government jobs, a few museum and society jobs, a handful of corporate jobs and that’s about it. Everybody else is trying to take private clients and basically end up making most of their income such as it is, from teaching, writing, and speaking.

Udont: If that’s so, why are so many people trying to become professional genealogists?

Lust: Because it’s fun and challenging and some think it’s easy money. Every other stay-at-home mom and her sister want to be genealogists. Just like every waiter in New York City thinks he’s going to Broadway and every used car salesman in the San Fernando Valley has a movie script to sell.

Udont: Well, that’s a bit nasty!

Lust: I’m sorry. I didn’t mean to trash SAHMs. Some of the best researchers I know are stay-at-home moms. Anyway, we’ve strayed from the point. I just think the majority of professional genealogists are not making a lot of money from private clients. And for those who are, their margins are awfully slim.

GeneaBlogie: Is that likely to change once we far clear of the economic doldrums?

Lust: I don’t think so. I think that when people have more money to spend, they’re not going to rush out and spend it on genealogists. On genealogy itself, perhaps, but not on genealogists as such.

Udont: What do you mean?

Lust: I believe there is a market for genealogical information, but that’s because people want to do it themselves. And they want to do it themselves for a whole lot of reasons.

GeneaBlogie: What are some of those reasons?

Lust: Some are almost metaphysical or spiritual–a desire to get in touch with the ancestors on a very personal level. With others, they want to hear the stories first hand and find the artifacts themselves. They’re not interested in publishing a hard-cover bound book, The History of the Lusts in America. We’re far more informal than that today. And people still think that professional researchers are too expensive.

Udont: Well, I’ve told my story. I think professional genealogists are great when you have a pretty complex problem.

Lust: That’s true, But these days with information relatively more available to everyone, nobody’s looking to have a complete 10 or 12 or more generation genealogy handed to them on a silver platter by a pro.

GeneaBlogie: So what is that professional genealogists are doing these days?

Lust: As I said, they’re mainly teaching writing and making in presentations to the wannabes and the serious family historian; and they go to conferences where they see the same faces over and over again. They’re preaching to the converted.

Udont: That sounds pessimistic.

Lust: It is. I think the bell has tolled for the professional genealogist who expects to make money from private clients, with the exception of a handful of top names the field for a handful of wealthy or wealthy-wannabes.

GeneaBlogie: I want to approach this next question with all due respect. Pat, to what extent is your viewpoint informed by your own business, Lust for the Past?

Lust: I came into the business with my eyes wide-open. I do what I do because it’s my passion and frankly I could survive without the income. Notice how many professional genealogists have more than one household income?

GeneaBlogie: Is that true?

Udont: Well, I certainly don’t know. In fact, this whole discussion has been a bit light on empirical data.

Lust: Here’s some data: in the metro area where I live, there are about 2.5 million people. There are only four listed members of APG and one of those takes no clients. Worldwide, APG has got only about 2,000 members.

Udont: That’ s just one data set. It doesn’t necessarily prove anything about the profession in general.

Lust: I knew you would say that!  So I looked up some more data; this stuff is from the Bureau of Labor Statistics.  They publish a quarterly occupational outlook which forecasts employment trends for particular occupations.  And BLS has just recently published its 2010-2011 Occupational Outlook Handbook, which assesses employment opportunities over the 2008-2018 decade.

Udont: So what do they say about genealogists?

Lust: Well, I took notice first of all  that they lump genealogists with historians, who are further tossed in the category of “Social Scientists, Other.” That category covers archaeologists, anthropologists,  and geographers, in addition to historians.  The government projects that anthropologists and archaeologists will see a 28% growth in employment by 2018 and that geographers will experience a 26% growth. But for historians, the projected job growth is only 11%, which is about average for all  occupations.  The BLS says this slow rate of growth “reflect[s] the relatively few jobs outside of [government].” Keep in mind that the figure is for all “historians” including genealogists.

Udont: So how would you summarize your point?  Are you saying that there’s no future in genealogy? With the growth of interest in the field, I think there will be more jobs outside of government as companies continue to enter the market and genea-tourism begins to take off as the Baby Boomer generation retires. That shows the flaw in the government data.

Lust: I’m making a very narrow point: that the market for genealogists taking on private clients will grow very slowly, if not decline.  There will, if not already, an oversupply of genealogists.

GeneaBlogie: Ladies, why don’t we leave it there for now and see what our readers have to say?

So what do you say? What’s your perspective?

The Discussion about Standards, Certification, Maturity, etc.: Useful or Divisive? Elitist Envy or Intellectual Inevitability?

Part I of Several Parts

When  I say in in my profile on this page, that I “literally have a checkered past,”  that refers to both my ancestral background (as it would to most people) and to the fact that for complicated reasons, I have been in several different professions in my working lifetime.  I have been, among other things, a military officer, a college professor (undergrad and grad), a lawyer, and a law professor.  These professions and their organizations have in common a need for self-examination which to an outsider (or even some insiders) sometimes seems obsessively paranoiac.

Law faculties and the profession of law teaching are good examples.  On a broad basis, they worry constantly about whether they are producing intelligent scholarship or merely showing their students  “a craft,” like plumbing or carpentry (and in many law faculties those honorable crafts are regarded with derision).  They worry about “credentials”: their own and those of their students.  And lately they’ve been forced (they say) by outside forces to  worry about where they “rank” among their peers.  Based on somebody’s perception of these issues, law schools have come to categorize themselves by “tiers”; i.e., the University of Texas School of Law in Austin is a “first tier” law school; the University of New Mexico School of Law is not.

Are these discussions worthwhile?

I ponder this because similar discussions take place in genealogical circles.

Recently, two writers whose work I admire, the Ancestry Insider, he of his anonymously eponymous blog, and James Tanner of Genealogy’s Star, have published provocative pieces that have drawn reaction from many more folks I admire and respect.  And, no surprise, the objects of my admiration and respect have diverse views on the issues.

James Tanner, a lawyer, asked the question “Is certification of genealogists necessary?” A very good question, indeed. Why would certification of genealogists be necessary: to give some people some additional letters to go in behind their names, or to give a competitive advantage to others, or to provide a consumer protection?

Over the next several posts, we’ll discuss those issues.  But first let’s start with a legal scenario to stoke the fire a bit.  Suppose a party is in court to demand what he believes to be a share of his rightful inheritance. This party’s case relies on proof of his relationship to the deceased.  The relationship is not obvious in any way. So the party, let’s call him Mr. Cousins, hires a genealogist to trace the family relationships.  Let’s go to the courtroom now where Mr. Cousins’ attorneys from the firm of Gried Avarice Mammon & Lust are about to present their case.

Patricia Lust (attorney for plaintiff Cousins): Your Honor, plaintiff calls Jeanne Runner.

Noe Udont (attorney for defendant  Executor):  Your Honor, we object to the testimony of this witness.  We believe that she is going to present so-called genealogical evidence.

Judge: And your problem with that is…?  You know the rules of evidence in this state say that relevant evidence is any evidence having any tendency to make more or less probable the existence of any fact it at issue in the case, and that relevant evidence is admissible,  correct, Ms. Udont?

Udont: Yes, I know that, Judge.  Those are Evidence Rules 401 and 402  But I think they’re trying to use this witness to to give testimony based on her opinion. She has no personal knowledge of plaintiff’s family history.  She wasn’t there when he was born.  She wasn’t there when his grandfather was born.  Or any of the other relatives for that matter.  And our state’s evidence rule 603 does not allow a witness to testify as to matters of which she has no personal knowledge.

Lust: Ah, but the rules of evidence in this state do allow  an expert witness to testify as to her opinion if her scientific, technical, or other specialized knowledge will assist the court to  determine a fact in issue.

Udont: Well, she’s right about that.   State evidence rule 702, however, says that the witness must be “qualified as an expert by knowledge, skill, experience, training, or education.”  I doubt that a genealogist could be so qualified.

Judge: And the rule also says that a so-called “expert”  may give opinion testimony only if (1) the testimony is based upon sufficient facts or data, (2) the testimony is the product of reliable principles and methods, and (3) the witness has applied the principles and methods reliably to the facts of the case.

Lust: Well, Your Honor, let me bring my witness in and we’ll see.

Judge: Okay.

(Witness is brought in and takes the stand, and is sworn)

Lust: For the record, what is your name please?

Witness: My name is Jeanne Runner.

Lust:  Are you employed, Ms. Runner?

Runner: Uh, not in the usual sense.  Mainly I stay home with my two young children.

Lust: How do you occupy your time other than spending it with your young children?

Runner: I’m a genealogist.

Udont: Objection, Your Honor.  The answer is conclusory and presupposes–

Judge: Overruled.  You may continue, Ms. Lust.

Lust: Ms. Runner, what degrees or formal education do you have in the field of genealogy?

Runner: Well, I don’t have any degree in genealogy.  I have I have a bachelors of science degree in electrical engineering.  And I’m not sure I know what you mean by “formal education in genealogy.”

Lust: How did you come by your knowledge of genealogy?

Runner: Well, about 10 years ago, I became interested in  family history.  I read a book by a woman named Elizabeth Shown Mills.  Since then I’ve read just about everything she’s ever written.  I started going to genealogical conferences, and I began tracing my own family history using census records, military records, land records, old newspaper articles, photographs, things like that, you know.

Lust: Do you belong to any genealogical societies or organizations?

Runner: Yes, I belong to the National Genealogical Society, the Association of Professional Genealogists, three different state genealogical societies, the Guild of One Name Studies, and my state’s historical society.

Lust: In the past five years, what conferences have you attended with respect to genealogy?

Runner: I’ve been to the National Genealogical Society conference, the Southern California Genealogical Society Jamboree, the annual meetings of the three state genealogical societies I belong to, and the conference of the State historical society to which I belong.

Lust: Have you published in the field of genealogy?

Runner: Yes.  I published an article in one of the state genealogical society journals about how I found my great great grandfather, who had a very common name, by using tax and land records, and old arrest records.  I also have a blog on which I publish regularly tips and hints for others who are interested in genealogy; and I have a web site where I have recorded all of my family history including sources.

Lust: Ms. Runner, have you won any awards for your work in genealogy?

Runner: Why, yes.  The article that I mention that I published in a state genealogical society journal was voted best article of the year by the members of the of the society.

Lust: What other activities you engage in regarding genealogy?

Runner: Well, I teach beginning genealogy at our local community college.  I’m a presenter every year at our local genealogical society’s  education day. And I edited the biography of the founder of our town. Oh, and I forgot to mention earlier that I am member of the Daughters of Nordic Ancestors in America an d I chair their family history education committee.

Lust: Your Honor, at this time, I would tender Ms. Runner as an expert in genealogy qualified by her training, experience, knowledge and education, to present an opinion regarding Mr. Cousins’  family history..

Udont: Before you rule on that, Your Honor, may I examine the witness?

Judge: Yes, of course.

Udont: Ms. Runner, you mentioned that you were a member of the Association of Professional Genealogists.  Would you consider yourself a professional genealogist?

Runner: You know, I’m afraid I really don’t know what is meant by the term “professional genealogist.”

Udont: Ms. Runner, is genealogy an art or science?

Runner
: Well, there are aspects of both art and science in the practice of genealogy.  It’s a field of knowledge, hence the suffix “-ology.”

Udont
: So you want the court to conclude that anyone who dabbles in a “something-ology” is an expert “something-ologist,” just because they say they are?

Lust: Objection, Your Honor, argumentative.

Judge: Sustained.  Watch yourself, Ms. Udont.

Udont: Sorry.  Ms. Runner, are you certified by the Board for Certification of Genealogists?

Runner: No.

Udont: Are you accredited by the international commission for accreditation of professional genealogists?

Runner: No.

Udont: Have you received certification or accreditation from any other genealogical organization in the United States?

Runner: To my knowledge, there are no other certification or accreditation bodies other than the two that  you’ve already mentioned.

Udont
: How many times have you testified in court as an expert witness in genealogy?

Runner: Never.

Udont: Thank you, Ms. Runner.  I have no further questions.  Your Honor, I’ll enter my objection to her testifying as an expert.

How should the judge decide?    Keep in mind these rules:

1.  Generally, a witness cannot testify to a matter of opinion, unless the witness is an expert witness.
2.  An expert witness is one who is qualified by reason of “knowledge, skill, experience, training, or education.”

APG Open Records Summary

One of Several Posts about Open Government Laws and Genealogy

The Association of Professional Genealogists position paper on open records contains the following summary:

  • No proof that open records significantly contribute to ID theft or terrorism.
  • ID thieves rarely use public records, relying instead on stolen or fraudulent data.
  • Public benefits of access to records far outweighs their threat.
  • Open records allow genealogists and others to do their jobs.

The APG paper recognizes that certified copies of vital records need not be made available to the public, but that non-certified informational copies are sufficient for public purposes.

The APG calls on the private sector and government to do a better job protecting confidential information.

I agree with the the APG paper.

APG Pushes for Open Records

One of Several Posts about Open Government Laws and Genealogy

Coincident with our series of posts about open government records, the Association of Professional Genealogists has released a position paper entitled “The Case for Open Records.” Appropriately, it was a project of APG’s Sunshine state [Florida] chapter.

Last Friday, APG issued a press release about the position paper, which has also been endorsed by the National Genealogical Society, The Federation of Genealogical Societies, and the International Association of Jewish Genealogical Societies.

I’ll have more on the position paper later this week.

Note: Mention of this APG press release and position paper first appeared in DearMyrtle’s blog, on Friday, March 21, 2008.