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Genealogy Standards Second Edition Revised
Genealogy Standards Second Edition Revised
Genealogy Standards Second Edition Revised
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Genealogy Standards Second Edition Revised

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Family historians depend upon thousands of people unknown to them. They exchange research with others; copy information from books and databases; and write libraries, societies, and government offices. At times they even hire professionals to do legwork in distant areas and trust strangers to solve important problems. But how do family historians know they are producing or receiving trustworthy results? This official manual from the Board of Certification for Genealogists, essentially a users' guide for family historians, provides standards for genealogical researchers to assess their own and others' work. The revised second edition increases the clarity of DNA and privacy standards. Those standards are especially useful in the twenty-first century, when many genealogists use a complex new tool—DNA testing—and trace living people more often than they did in the past.

LanguageEnglish
PublisherAncestry.com
Release dateMar 5, 2019
ISBN9781684423545
Genealogy Standards Second Edition Revised

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  • Rating: 5 out of 5 stars
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    I refer to this often to assure I am adhering to Standards!
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    Classic must-have for genealogical writing skills. Required reading for BCG certification.

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Genealogy Standards Second Edition Revised - Board for Certification of Genealogists

Genealogy

Standards

Genealogy

Standards

Second Edition Revised

Board for Certification of Genealogists

Post Office Box 14291

Washington, DC 20044

https://www.BCGcertification.org

Copyright © 2019, 2021

Board for Certification of Genealogists

P. O. Box 14291

Washington, DC 20044

Office@BCGcertification.org

Published by Ancestry.com,

an imprint of Turner Publishing Company

4507 Charlotte Avenue • Suite 100 • Nashville, Tennessee 37209

All rights reserved.

Board for Certification of Genealogists is a registered service mark of the Board for Certification of Genealogists, a District of Columbia not-for-profit corporation. The words Certified Genealogist and the designation CG are registered certification marks and Certified Genealogical Lecturer and CGL are service marks of the Board for Certification of Genealogists used under license by certificants who meet genealogical competency standards prescribed for its programs.

No part of this publication may be reproduced in any form without written permission of the Board for Certification of Genealogists, except for brief passages that a reviewer may quote.

Genealogy standards

p. cm.

Includes bibliographical references and glossary

ISBN 978-1-684-42352-1 (paper)

1. Genealogists—Certification.

2. Board for Certification of Genealogists (Washington, D.C.)—Handbooks, manuals, etc. I. Board for Certification of Genealogists (Washington, D.C.)

CS8.5 .B38 2019

929'.1–dc21

Printed in the United States of America

Second Edition, revised

Contents

Introduction to the Second Edition

Introduction to the First Edition

Chapter 1—

The Genealogical Proof Standard

Chapter 2—

Standards for Documenting

  1.  Scope

  2.  Specificity

  3.  Purposes

  4.  Citation uses

  5.  Citation elements

  6.  Format

  7.  Shortcuts

  8.  Separation safeguards

Chapter 3—

Standards for Researching

Planning Research

  9.  Planned research

10.  Effective research questions

11.  Sound basis

12.  Broad context

13.  Source-based content

14.  Topical breadth

15.  Efficient sequence

16.  Flexibility

17.  Extent

18.  Terminating the plan

Collecting Data

19.  Data-collection scope

20.  Careful handling

21.  Respect for source caretakers

22.  Using others’ work

23.  Reading handwriting

24.  Understanding meanings

25.  Note-taking content

26.  Distinction between content and comments

27.  Note-taking objectivity

28.  Images and printouts

29.  Transcriptions

30.  Abstracts

31.  Quotations

32.  Transcribing, abstracting, and quoting principles

33.  Paraphrases and summaries

34.  Agents

35.  Source analysis

36.  Information analysis

Reasoning from Evidence

37.  Sources, information, and evidence

38.  Source preference

39.  Information preference

40.  Evidence mining

41.  Evidence scope

42.  Evidence discrimination

43.  Evidence integrity

44.  Evidence reliability

45.  Assumptions

46.  Evidence independence

47.  Evidence correlation

48.  Resolving evidence inconsistencies

49.  Unresolved evidence inconsistencies

50.  Assembling conclusions from evidence

Using DNA Evidence

51.  Planning DNA tests

52.  Analyzing DNA test results

53.  Extent of DNA evidence

54.  Sufficient verifiable data

55.  Integrating DNA and documentary evidence

56.  Conclusions about genetic relationships

57.  Respect for privacy rights

Chapter 4—

Standards for Writing

Genealogical Proofs

58.  Research scope

59.  Proved conclusions

60.  Selection of appropriate options

61.  Logical organization

Assembled Research Results

62.  Integrity and ownership

63.  Honesty

64.  Background information

65.  Content

66.  Proofs included

67.  Overall format

68.  Structure

69.  Clear writing

70.  Technically correct writing

71.  Cross referencing

72.  Genealogical formats

73.  Biographical information

Special-Use Genealogical Products

74.  Reports

75.  Lineage-society applications

76.  Source guides

77.  Methodology guides

78.  Compiled abstracts

79.  Reviews

80.  Database programs

Chapter 5—

Standards for Genealogical Educators

Lecturers and Instructors

81.  Planned outcomes

82.  Content titles

83.  Enhancements

84.  Bibliographies

85.  Presentation style

86.  Ownership

87.  Course design

88.  Student evaluation

Chapter 6—

Standards for Continuing Education

Knowledge and Skill Development

89.  Development goals

90.  Regular engagement

Appendix A—

The Genealogist’s Code of Ethics

To protect the public

To protect the client (paying or pro bono)

To protect the profession

To protect people who provide DNA samples

Appendix B—

About the Board for Certification of Genealogists

Publications

Educational Activities

Certification Program

Organizational Structure

BCG’s Addresses

Appendix C—

Sources and Resources

Source Material and Related Readings

Resources for Examples

Appendix D—

Glossary

Evidence Analysis:

A Research Process Map

Introduction to the Second Edition

The practice of genealogy evolves as new developments and technologies emerge. Genealogy’s standards must keep pace also. Responding to this decade’s spate of advancements in the practice of genetic genealogy, the Board for Certification of Genealogists (BCG) has modified four existing standards and added seven new standards to guide the use of DNA evidence in genealogical analysis.¹ This second edition of Genealogy Standards incorporates those changes.

The seven new standards address

•  planning of DNA tests;

•  analysis of DNA test results;

•  extent of DNA evidence;

•  sufficiency of verifiable data;

•  integration of DNA and documentary evidence;

•  conclusions about genetic relationships; and

•  respect for privacy rights.

The modifications to existing standards call for

•  documentation of sources for each parent-child link;

•  distinction among adoptive, foster, genetic, step, and other kinds of familial relationships (when appropriate);

•  effective use of graphics as aids; and

•  explanations of deficiencies when research is insufficient to reach a conclusion.

BCG also has updated the Genealogist’s Code to address the protection of individuals who provide DNA samples. New terms added to the glossary reflect the specialized language associated with DNA evidence.

The revised standards arose from several years of

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