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Application Strategies : In Search of the Model of a Certified Genealogist


From OnBoard - Newsletter of the BCG
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Gail J. Miller, "In Search of the Model of a Certified Genealogist ," OnBoard 6 (May 2000): 13.

What is a Certified Genealogist? In applying for certification, that was the question that had to be addressed before I could apply. I knew from the beginning that if I could answer that question, I could get certified.

When I began the process, certification involved the demonstration of proficiency in several areas associated with interpretation of records, knowledge of primary and secondary sources, management skills, writing, documentation, reporting, and counseling skills. The general goals were well written and the specific submission requirements were defined down to the number of pages and format that should be submitted. None of this was a problem; it was clear. The difficulty lay in what exactly was required. Who and what were the acceptable models of performance?

I did not know a Certified Genealogist. I had no "approved" paperwork to examine; no "certified" person to question. In one way, I learned much more from the process because I had to search for the model. In looking for the model in "certified people," I found reality, probably much more than I would have had I looked at their "submitted" work.

The model certified genealogist had many faces. To see them, I had to listen to them speak at national conferences. I attended methodology sessions and professional tracks. I learned more about genealogical standards. I came to see that some professionals knew much more than I did about certain areas and some less. I learned that some had standards that I need to strive for and some seemed to have lower standards than I did. I realized that Board-certified genealgoists were better than average genealogists. However, there seemed to be great differences in the quality of Certified Genealogists and thus, differences in the acceptable standard. Certification, then, must be about raising standards; but I still could not find the benchmark.

I needed models in print. I was already in the process of writing a multi-generational genealogy. Many had written about this family before and I was aware of the problems of poor or no documentation. I understood the value of primary sources and examination of everything available. I read about citing sources and footnoted everything. I read social history to learn about the lives of my ancestors. I looked at family histories that had won awards and were well reviewed in national publications. I reread the guidelines. Still, how much was enough biographical information? Does it really require that every statement be documented with a primary source? The award-winning, compiled histories did not always seem to meet my interpretation of the guidelines. Did that mean that the guidelines were not expected to be met or that I was misinterpreting the guidelines?

The model for the research report done for clients was even more trying. I had hired professionals myself with mixed results. I knew what I liked to see in commissioned reports and I tried to do the same thing for my clients. Clietns seemed mostly pleased with the result. Was that enough? I had received reports written for ex-clients of Certified Genealogists on several occassions as these same clients hired me. The reports were often incomplete or unsatisfactory. Were these typical or was I only getting the sloppy, atypical examples? Was I trying to do more than I needed to for each client? How long should the report be? Who would be judging my work? How had they interpreted the standard?

The two documents supplied to abstract, transcribe, and interpret were fairly obscure documents unlikely to be standing out of context in researching a genealogical question. The copies were poor and not clearly identified. Should I get a copy of the original? Were the next steps really as straightforward as they seemed from the documents or was I missing something? Should I act on the document in the same way that I would in reality or should I try to make it more?

What about what was previously called "the preponderance-of-the-evidence principle"? I needed to show an example that would demonstrate that I could describe, analyze, and draw conclusions from evidence but also see the possibility of another conclusion. My training in the sciences had made me conservative in calling evidence proof of a position. Shoudl I be conservative in my conclusions or be creative? Articles were no help here. I had seen well-written articles in national quarterlies that stressed the need to be conservative and also those which seemed to draw conclusions that I would have never drawn. Where was the model?

Across the years in which I was thinking about certification, applied, and then was approved, I learned a great deal from the models. Finally, I just had to send in the paperwork and take my chances.

In the process, I learned that being a CG is not a static role but has a variety of faces. The key to improvement becomes asking the right questions and looking for good models. Even though I reached one mark by becoming certified, the goal of personal satisfaction in my knowledge and ability is still beyond where I am now. If I can keep that attitude, perhaps someday, I too can be a model.

Gail J. Miller, CGSM

This article was originally published in OnBoard, BCG's educational newsletter and is protected by copyright. Individuals may download and print copies for their personal study. Educators are granted permission to provide copies to their students as long as BCG, OnBoard, and the appropriate author are credited as the source of the material. Republication elsewhere is not permitted.



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