Genealogical Records Checklist for Your 2026 Family History Research & When Should You Order Genealogical Records?

Tuesday, May 26, 2026, 7:00 pm (virtual only)

If you’ve ever wondered “What am I missing?” or “Where do I look next?” when researching an ancestor, this session is for you.

In this updated 2026 version of Connie Knox’s Research Plan Checklist, she’ll walk us through a gap-driven approach to genealogy research—one that reflects how genealogists actually think, rather than forcing records into rigid categories. Instead of organizing research strictly by record type or repository, this checklist helps you identify what part of an ancestor’s life is undocumented and what types of records might help fill those gaps.

You’ll learn:

  • How to use a checklist as a research planning tool, not a to-do list
  • Why some records—especially church records and newspapers—appear in multiple sections
  • How to think beyond civil records, particularly for earlier time periods
  • How to spot missing census, military, land, church, or migration evidence
  • How newer tools, including FamilySearch Full Text Search, can open doors to records you may have never searched before

This checklist is designed to be used repeatedly, one ancestor at a time, and adapted to different time periods and locations. You are not expected to find every record listed—its purpose is to guide your thinking, spark new ideas, and help you move forward when research stalls.

Also, when should you actually order genealogical records like birth, marriage, death, land, or military files? In this second session, professional genealogist Connie Knox explains when it’s worth paying for original records, when to look for free alternatives, and how to decide if a record will truly advance your research.

 

 

Lisa Medina is a professional genealogist and experienced lecturer who applies her background in teaching and training to all of her presentations. She is an alumna of several genealogical institutes and education programs, including ProGen, SLIG, and Gen-Fed, and her research expertise is in Mexican genealogy. When not researching, Lisa is the Director of Admissions & University Registrar at a California State University. 

Need more reasons to join? Check out a sampling of some of the last years of presentations, many recorded and available behind the member wall!

July 2025 – Revolutionary Choices: Exploring Loyalist and Patriot Roots at 250 Years – Kathryn Lake Hogan

June 2025 – Translating, Transcribing and Summarizing Documents Using AI – Thomas MacEntee

April 2025 – Organizing Your Ancestors: From Ancestral Mess to Historical Success – Jennifer Lava

March 2025 – Genealogical Ephemera – Jenna Cooper

January 2025 – From Hobby to Profession -Teresa Devine

November 2024 – Facts & Fables: Crafting Your Family Narrative – Kate Penney Howard

October 2024 – Researching Your Family History at the Clayton Library – Carl Smith

September 2024 – DNA Doe Project – Rhonda Kevorkian

June/July 2024 -WikiTree Basics pt I & II – Sarah Kroh 

April 2024 – AI & Genealogy: Trouble Ahead? – Thomas MacEntee

March 2024 – Roll Call! Researching Your Veteran Ancestors: Civil War, WWI and WWII – Melanie McComb

February 2024 – European Immigrant Ancestors – Nancy Loe

January 2024 – It Might Be Time…To Write That Book – Shirley Salzmann Meyer

And so much more!

The Austin Genealogical Society gives you the tools to be a better genealogist.

 • SIGs: AGS had several special interest groups (SIGs) that met regularly, and we launch new ones as our members want them. You can find notifications of DNA North at their Facebook page, Capital Area DNA SIG. If you are interested in others, or want to help with starting one, let us know!

• Monthly Membership Meetings: We showcase an expert on genealogical research methods and new technology. All presentations are designed to help our members become better genealogists.
Meetings are typically held on the 4th Tuesday evening of each month.
We are currently meeting in a hybrid model, with rotating locations around Austin and via Zoom.

• Research Trips: Further your research by visiting genealogy libraries and archives across the US. We had a successful trip to the Clayton (Family History Research Center at the Clayton Library Campus) in Houston on Saturday, July 12, 2025. We look forward to more trips in the near future!  

• Seminars: We bring in known experts for an extended seminar. In October 2025, we welcomed Blaine Bettinger for a hybrid full-day seminar. 

Visitors are always welcome at any of our meetings. So please come, and bring a friend!