The Research Like a Pro Genealogy Podcast

Nicole Dyer
  • 4.7 (254)
  • History
  • Updated Weekly

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.

  1. 2d ago

    Using Claude's Custom Skills for Genealogy Research Reports

    Hosts Nicole and Diana discuss using Claude's Custom Skills to automate genealogical report writing. Nicole begins by sharing her previous, challenging attempt to transform a Baldy Dyer research log spreadsheet into a research report using earlier Claude models. Diana provides an overview of Claude, noting its models (Haiku, Sonnet, Opus) and new features like Custom Skills, which are similar to Custom GPTs. Nicole explains that she set up a Custom Skill to convert spreadsheet files into research reports. The prompt instructs Claude to create a paragraph from each log row, describing the search and findings, and using the source citation as a markdown footnote. Claude successfully generates a report based on Nicole's Baldy Dyer research log. Nicole offers feedback to refine the skill. She asks Claude to synthesize the research results and comments into natural prose without making inferences, include direct quotes as block quotes, and handle negative search results more naturally. The hosts then review the report, noting its efficiency but also discussing a factual inconsistency the AI did not correlate—the conflict between the pre-existing objective's death date for Baldy Dyer (20 Nov 1814) and the new finding (February 1815). Nicole questions how much analysis and correlation she can entrust to the AI. Listeners learn how to use Claude's Custom Skills to generate genealogical research reports from a research log. This summary was generated by Google Gemini. Links From Spreadsheet to Research Report: Using Claude's Custom Skills for Genealogy - https://familylocket.com/from-spreadsheet-to-research-report-using-claudes-custom-skills-for-genealogy/ How to create custom Skills - https://support.claude.com/en/articles/12512198-how-to-create-custom-skills 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 Research Like a Pro with AI Workbook – Second Edition (eBook) - https://familylocket.com/product/research-like-a-pro-with-ai-workbook-second-edition-ebook/ 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/

    37 min

  2. Jun 1

    Acadian Genealogy and Ancestral Intuition with Judy Nimer Muhn

    The episode features guest Judy Nimer Muhn, a professional genealogist and author who specializes in French-Canadian, Acadian, and Indigenous ancestry. Judy is also the owner of Lineage Journeys and serves as the President of the Michigan Genealogical Council. Nicole and Diana discuss Acadian research with Judy, focusing on how she defines the Acadians and distinguishes them from French-Canadians. Nicole asks for the critical first steps researchers should take when beginning to use Acadian records, such as using Facebook groups and provincial archives. Judy talks about the challenge of condensing the history section for her Acadian Genealogy Guide and lists the principal archives, including collections at the University of Maine at Fort Kent and the Library and Archives of Canada. The conversation shifts to the unexpected feelings and "weirdness" that genealogists sometimes experience while researching. Judy shares how she, as a scientist and former licensed psychologist, reconciles these "psychic" feelings or moments of synchronicity with a scientific worldview. The hosts ask Judy how Hank Jones's book Psychic Roots changed her perspective on these strange connections. Judy explains what happens in the brain during these moments using cognitive psychology concepts like luck theory. The discussion touches upon how quantum mechanics may relate to connecting with the past and why many genealogists feel uncomfortable sharing these experiences. Listeners learn essential resources and initial steps for Acadian research and gain a scientific and psychological perspective on the powerful connections felt while tracing family history. This summary was generated by Google Gemini. Links Judy's Website - https://lineagejourneys.com/ Genealogy at a Glance: Acadian Genealogy Research - https://genealogical.com/store/genealogy-at-a-glance-acadian-genealogy-research/ Ancestors Calling: Science, Synchronicity and Sources - https://lineagejourneys.com/2026/04/15/ancestors-calling-science-synchronicity-and-sources/ Psychic Roots: Serendipity and Intuition in Genealogy by Hank Jones - https://genealogical.com/store/psychic-roots/ More Psychic Roots: Further Adventures in Serendipity & Intuition in Genealogy by Hank Jones - https://genealogical.com/store/more-psychic-roots/ 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 Research Like a Pro with AI Workbook – Second Edition (eBook) - https://familylocket.com/product/research-like-a-pro-with-ai-workbook-second-edition-ebook/ 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/

    40 min

  3. May 25

    23andMe Clustering and Chromosome Browser

    This episode of the Research Like a Pro Genealogy podcast focuses on the latest updates from 23andMe: the new DNA Relatives Clustering feature and the return of the chromosome browser. Nicole introduces the topic by explaining that both features are now available for premium users, stating that this move, while potentially disappointing for some, is necessary to support the profitability of DNA testing companies. Diana discusses the brand new DNA Relatives Clustering feature, clarifying that it organizes DNA matches into groups who share with each other, suggesting they descend from the same common ancestors. Listeners learn that a key benefit of this clustering is being able to hover over an intersecting cell to see the shared centimorgans between two people in the cluster. Nicole adds that users can also download their cluster results to a CSV file, which shows how much individuals share with each other. Diana illustrates the process by giving an example of creating a cluster from a DNA match named Susan, which involves using the "Cluster relatives in common" button. The hosts then shift their focus to the Advanced DNA Comparison Tool, also known as the chromosome browser. Diana clarifies that the tool is still useful for triangulation, allowing users to compare one match to another match. She explains that the main difference is that matches must be a "connection" with the test-taker to be placed in the primary comparison spot. Nicole notes a benefit where users can see if DNA overlaps in the "Relatives in Common" list, and clicking on that overlap takes them directly to the chromosome browser. Listeners gain a detailed understanding of how to use these new tools to advance their genetic genealogy research at 23andMe. This summary was generated by Google Gemini. Links 23andMe New Clustering Feature and Returning Chromosome Browser - https://familylocket.com/23andme-new-clustering-feature-and-returning-chromosome-browser/ 23andMe Customer Care Articles and blog posts: How to Use DNA Relatives Clustering at 23andMe - https://customercare.23andme.com/hc/en-us/articles/38509301730839-How-to-Use-DNA-Relatives-Clustering-at-23andMe How to Start and Stop 23andMe Sharing https://customercare.23andme.com/hc/en-us/articles/212871747-How-to-Start-and-Stop-23andMe-Sharing Decoding Your Connections: Introducing Advanced DNA Comparison - https://blog.23andme.com/articles/reintroducing-advanced-dna-comparison 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 Research Like a Pro with AI Workbook – Second Edition (eBook) - https://familylocket.com/product/research-like-a-pro-with-ai-workbook-second-edition-ebook/ 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/

    30 min

  4. May 18

    Catholic Nun Research with Sunny Morton

    This episode of the Research Like a Pro Genealogy podcast features guest Sunny Morton. Sunny is a genealogy educator, writer, and editor who specializes in US records, particularly those of religious denominations. She is the author of Searching for Sisters: A Guide to Researching Catholic Nuns in the United States. The discussion begins with the motivation behind writing the book, Searching for Sisters. Then, Sunny shares what the religious life was like for Catholic sisters and nuns. The episode covers practical research steps, including how a researcher can discover which institute a woman may have joined. The conversation addresses what types of records researchers might find in a religious archive. They also discuss publicly available records that can help researchers learn about the lives of sisters and nuns. Finally, the episode addresses how to best tell a sister's story and includes an example. Listeners learn essential strategies for researching the lives of Catholic nuns in the United States. This summary was generated by Google Gemini. Links Sunny's website - https://www.sunnymorton.com/ Sunny's book: Searching for Sisters: A Guide to Researching Catholic Nuns in the United States - https://genealogical.com/store/searching-for-sisters-a-guide-to-researching-catholic-nuns-in-the-united-states/ - Use promocode Church26 to take 15% off Review of "Searching for Sisters: A Guide to Researching Catholic Nuns in the United States: and Author Interview - https://familylocket.com/review-of-searching-for-sisters-a-guide-to-researching-catholic-nuns-in-the-united-states-and-author-interview/ 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 Research Like a Pro with AI Workbook – Second Edition (eBook) - https://familylocket.com/product/research-like-a-pro-with-ai-workbook-second-edition-ebook/ 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/

    43 min

  5. May 11

    Negative Search Results vs. Negative Evidence: When Nothing Found Means Something

    On this episode of Research Like a Pro, Diana and Nicole discuss how to transform unsuccessful searching into powerful proof by distinguishing between negative search results and negative evidence. Diana mentions that she is reading an article from the National Genealogical Society Quarterly about a DNA cluster that links two distant lines of descent. Diana shares that a search that yields "nothing" may be exactly the evidence a genealogist needs, drawing from her presentation at RootsTech 2026 on this topic. She uses her research on Henderson Weatherford as a case study for understanding the value of recording negative searches. Nicole then defines the three foundations of sound genealogical analysis. Direct evidence directly answers a research question, such as a death certificate stating a date of death. Indirect evidence requires combining multiple pieces of information to reason one's way to a conclusion. Negative evidence is a form of indirect evidence inferred from the absence of information that should exist under specific circumstances. Nicole clarifies that a negative search result is simply a logged research outcome, whereas negative evidence is only created after ruling out common causes for finding nothing, such as record loss, incomplete databases, or indexing errors. Diana then walks listeners through the seven steps of the Research Like a Pro process for systematically assembling negative evidence, which include defining a focused objective, conducting a locality study, citing every search, and writing a reasoned conclusion. Nicole notes that this process often requires several research phases to gather sufficient evidence, as in the Weatherford research. Listeners learn that when negative evidence is built through systematic, well-documented research, it is a legitimate and powerful form of proof. This summary was generated by Google Gemini. Links Negative Search Results vs. Negative Evidence: When Nothing Found Means Something - https://familylocket.com/negative-search-results-vs-negative-evidence-when-nothing-found-means-something/ Diana's negative evidence RootsTech Talk - https://www.familysearch.org/en/rootstech/session/when-nothing-found-means-something-negative-search-results-vs-negative-evidence 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/

    25 min

  6. May 4

    RLP 408: Buried Secrets - Interview with Ann Hanson

    This episode of Research Like a Pro features an illuminating interview with author and genealogist Anne Hanson. Anne is the author of Buried Secrets: Looking for Frank and Ida, a deeply personal family history that uncovers the hidden past of her paternal grandparents. A lifelong genealogist and writer, Anne specializes in researching ordinary lives in the United States, the United Kingdom, and Sweden, with a special interest in the late 19th and first half of the 20th centuries. Diana interviews Anne about her process of turning private family research into a published book. Anne shares how she decided when and how to include "Imagining the past" sections that blend fact-based research with imagined reconstructions. The host asks Anne about the emotional experience of writing about her grandparents, knowing their story had been deliberately hidden, and which scene or revelation in Buried Secrets was the hardest for her to write emotionally. Anne discusses how uncovering painful family secrets changes the view of our ancestors. The discussion also covers the research strategy or source that gave Anne the biggest breakthrough in solving the mystery of Frank and Ida's true identities. Diana asks Anne to reflect on the role her father's curiosity played in the research and how their relationship evolved through the shared genealogical journey. Listeners learn practical and emotional advice for overcoming "brick wall" ancestors and gain insight into how to balance meticulous genealogy with compelling storytelling. Anne closes by revealing her next research goal: finding her great-uncle Willard. This summary was generated by Google Gemini. Links Buried Secrets book on Amazon - https://amzn.to/4vVviv2 (affiliate link)  Anne's website - https://annehanson.com/  Excerpt from the book - https://annehanson.com/chapter-to-read/  Grub Street: Center for Creative Writing - https://grubstreet.org/ 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 Research Like a Pro with AI Workbook – Second Edition (eBook) - https://familylocket.com/product/research-like-a-pro-with-ai-workbook-second-edition-ebook/ 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/

    52 min

  7. Apr 27

    Agentic Browsers and Native Integrations: Second Edition of RLP with AI

    This episode focuses on the newly updated second edition of the Research Like a Pro with AI genealogy workbook. Nicole and Diana discuss how the book shifts its attention from early 2025 models to the most powerful models available in mid-February 2026, specifically ChatGPT 5.2, Claude Opus 4.6, and Gemini 3. Diana highlights the most significant change, which is the introduction of "agentic" browsers, including Claude in Chrome, Perplexity Comet, and ChatGPT Atlas. These autonomous agents can now perform tasks like actively clicking through family tree lines to find research gaps, navigating library catalogs to compile relevant collections, and autonomously executing research plans directly from a Google Doc. Nicole details the expanded coverage of Handwritten Text Recognition (HTR), which now includes specialized tools such as Gemini in Google AI Studio, Leo for paleography, and Ancestry.com's Image Transcript beta tool. Diana covers the native AI features built into genealogy platforms like Ancestry's "Ideas" and FamilySearch's AI Research Assistant, as well as productivity tools like Goldie May and Airtable. Nicole notes that Airtable AI is now more accessible to free users and describes how its new Omni sidebar can synthesize evidence across multiple rows, such as pulling together scattered land and tax records to build a case for a parent-child relationship. Diana provides crucial privacy updates, alerting users that Claude now trains on user data by default, and she outlines the specific limits on "Deep Research" features. She also discusses NotebookLM's ability to process YouTube video transcripts and Gemini 3's "spatial grounding" capabilities for reading complex historical documents. Listeners learn that the 2026 Second Edition moves from manual AI prompting to autonomous, integrated research workflows, equipping genealogists with cutting-edge efficiency. This summary was generated by Google Gemini. Links Agentic Browsers and Native Integrations: Inside the New Edition of Research Like a Pro with AI - https://familylocket.com/agentic-browsers-and-native-integrations-inside-the-new-edition-of-research-like-a-pro-with-ai/ Research Like a Pro with AI Workbook – Second Edition (eBook) - https://familylocket.com/product/research-like-a-pro-with-ai-workbook-second-edition-ebook/ 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/

    32 min

  8. Apr 20

    Goldie May's New AI Tool with Richard Miller

    This episode features guest Richard Miller, who discusses the Goldie May AI assistant. Richard explains the AI assistant was added to provide genealogists with an injection of brain power when they feel stuck on a family line. He says the tool helps users find answers by proposing different thinking options. They discuss how the tool assists with core research tasks. The AI assistant helps with research objectives by reviewing sources for gaps and performing pedigree analysis. It connects via Tree Crossing to tree programs like Rootsmagic and Legacy, allowing users to ask the AI assistant about their tree data. For building a timeline, Goldie May generates a "subway map" timeline showing the approximate progression of a person's life over time, incorporating data and historical context from FamilySearch, which the AI assistant can then reason over. The hosts discuss the AI assistant's role in documentation and planning. The AI assistant generates citations approximating Evidence Explained and can create custom citations in any style from pasted content or screenshots. Since Goldie May is a browser extension, this allows the AI assistant to read a webpage, write a citation and description, and attach the source to FamilySearch. For locality research, users can send screenshots of records or wiki pages to Goldie May, which provides context for the AI chat. The AI accesses the Goldie May Catalog, a listing of collections across major and minor genealogy sites, and suggests records to search. The discussion covers transcription, where the AI assistant uses Gemini 3 to transcribe images added to the research log. For research logging, the AI analyzes automatically logged links and data to create reports, summarize projects, and summarize where the user left off. Finally, Richard shares how the AI assists with writing; she prompted the model to review sources and memories about an ancestor to generate a historically accurate story at a 4th-grade level. Listeners learn how to use the Goldie May AI assistant to streamline tedious tasks, improve documentation, and efficiently generate family narratives. This summary was generated by Google Gemini. Links Goldie May - https://www.goldiemay.com/ Tree Crossing - https://treecrossing.com/ Goldie May AI Assistant Videos: AI just changed how much genealogy you can get done - https://www.youtube.com/watch?v=vHoTMgopnIk The FULL, raw look at Goldie May's AI assistant for genealogists - https://www.youtube.com/watch?v=kimoZDQPN5g New genealogy AI features announced this week at RootsTech 2026 - https://www.youtube.com/watch?v=YRtjvfe7zyo  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/

    1h 14m
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About

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.

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