First published in 2014, Genealogy Standards begins with the simple fact that accuracy is fundamental to genealogical research. Without it, a family’s history would be fiction. That first edition of the manual presented the standards family historians use to obtain valid results, updated, clarified, consolidated, and expanded for the 21st century, and tied more directly to the Genealogical Proof Standard.

This new 2019 second edition reflects the fact that the practice of genealogy is not static, but 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, BCG has modified four existing standards and added seven new standards to guide the use of DNA evidence in genealogical analysis. 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.

Board for Certification of Genealogists, Genealogy Standards, second edition (Nashville, TN: Ancestry, 2019).

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Genealogy Standards Second Edition, paperback or Kindle e-book available through Amazon

 


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

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