Researcher's Role

Think of your researcher as you would your medical or legal professionals. The best way to ensure the likelihood of success is to confide in them totally without holding back any information. They need to know all the information you have already collected on the specific genealogical problem you expect them to address. Supply them with a summary of your research as well as copies (not originals) of actual documents, tell them where you have already researched, what was learned and questions raised? Otherwise you risk the possibility of paying for information that was already known!

Research Approach

Tell the researcher exactly what is wanted. Should the researcher trace one or two ancestral lines or is research needed for all of them? Are you only seeking very specific records or documents? What is your desired timeframe for completion of this work? Remember to allow adequate time for the researcher to work.

We usually begin with a review of your previous work, analysis of the problem, and a survey of published sources. The initial survey allows an estimate of probable success using a recommended research approach. Depending on the available records and specific research goal(s), this survey may produce a considerable or modest amount of information. Examining these records and sources already checked with no positive results, may enable the researcher to find clues for further research.

Results and Reports

Depending on the scope and length of the research engagement, one or more status discussions will be convened. Usually this will be a conference call but can be in the form of a written report or email depending on convenience and the amount of discussion required. Discussion of the results to date and possible avenues of future discovery helps ensure good communication and optimize your investment.

Final reports will summarize the research, indicate what was found, and give suggestions for further research. The report will include research notes, positive and negative findings, and identification of all sources used. It may also includes photocopies of various records, photos or notes of interviews.