The Salt Lake Institute of Genealogy will run 12 - 16 January, 2015 with the APG PMC running the Thursday and Friday before.

Track 1: The Family History Law Library

Course Coordinators:

Judy G. Russell, JD, CG, CGL
Richard G. Sayre, CG, CGL
Claire Bettag, CG
David E. Rencher, AG, CG
Course Overview:
The course will cover the basic legal concepts and legal research approaches appropriate for genealogists and will require the student to employ these concepts with hands on exercises using the resources of the FHL. Topics will include courts and their records, estate laws, legislative records, pensions, and property law. Additionally, elements of both English common law and Roman law will be introduced through classes on the legal concepts found in Irish, German, and French law that relate to research in those countries and their relevance to research in the United States.
  • Case Studies in Legal Research and Analysis [Russell/Sayre]
  • Civil Law: France and its Legal Records [Bettag]
  • Civil Law: Germany and its Legal Records [TBA]
  • Common Law: Ireland and its Legal Records [Rencher]
  • Family Law and its Records [Russell]
  • Federal Courts and their Records [Russell]
  • Immigration and Naturalization and their Records [Russell]
  • Probate and its Records [Russell]
  • State Courts and their Records [Russell]
  • State Property Law and its Records [Russell]
  • Legislative and Executive Records [Sayre]
  • The Serial Set et al Illustrated (case studies and usage concepts) [Sayre]
  • The Claims Committees of the Congress [Sayre]
  • Military Pension Laws [Sayre]
  • Federal Land Law – The Public Domain [Sayre]
  • Federal Land Law – Disposing of Public Land [Sayre]
Regular Price: $475.00 Member Price: $425.00 Seats Remaining: 2

Track 2: Research in Original Source Repositories
John Philip Colletta, PhD, FUGA
The Family History Library is spectacular! We all know that. It’s the largest genealogical library in the world and still growing every day. It is hard to imagine doing any family history research without using the Family History Library. HOWEVER, there is a wider world of historical resources not available from the Family History Library, not available anywhere in published form—in print, microfilm, or online. This course explores repositories of original historical sources: archives, courthouses and manuscript collections.
What are these repositories? How do they differ from one another? How do you find the ones you need for your research? How to you access the treasures they contain that pertain to your ancestors? How do you use those materials to reconstruct your ancestors’ lives? These are the issues we will address throughout this week.
The purpose of this course is to take the mystery and trepidation out of using original source repositories. By the end of this week, you will not only know a great deal about original source repositories, you will also feel confident and comfortable using them
Coordinator:  John Philip Colletta, Ph.D., FUGA
  • John Philip Colletta, Ph.D.
  • Patricia Smith-Mansfield, State Archivist of Utah
  • Thomas W. Jones, Ph.D., CG, CGL
  • Pamela Boyer Sayre, CG, CGL
  • Paula Stuart-Warren, CG
The materials in the Family History Library are so colossal and far-ranging that genealogists sometimes neglect to venture into the wider world of resources not available on microfilm or in digitized format. This course takes the mystery and trepidation out of using repositories of original historical sources: archives, courthouses and manuscript collections. What these repositories are and how they differ from one another; how to access the treasures that pertain to your ancestors; how to use those materials to reconstruct your ancestors’ lives—these issues and more are addressed. Instructors of honed expertise and substantial experience demonstrate their lessons using numerous examples and case studies. They share practical hints and helps, conveying the thrill and satisfaction of handling and deciphering antique documents. Course participants will attend an orientation session at the Utah State Archives Research Center, followed by a behind-the-scenes tour of the state-of-the-art records repository adjacent to the Center.
Regular Price: $475.00 Member Price: $425.00 Seats Remaining: 6

Track 3: Getting Started with Genetic Genealogy
This course provides genealogists with the knowledge needed to correctly incorporate DNA results into their family history. Beginners will receive foundational knowledge in the basics needed to understand the application of genetics for genealogical research purposes. Those with prior knowledge of DNA will be able fill in holes in understanding and be introduced to tools and techniques with practical, hands-on exercises.
This course will use real-life genetic results and family histories to demonstrate DNA inheritance patterns, how to analyze DNA test results, and how to correlate that analysis with traditional documentary research to arrive at soundly reasoned genealogical conclusions. A discussion of biology will provide baseline information needed to fully understand DNA results used for genealogical purposes without spending time on discussions more useful to biologists than genealogists. Attendees should be able to use their knowledge and current tools to analyze Y-DNA, mitochondrial DNA (mtDNA), autosomal DNA (atDNA), and X-DNA test results, as appropriate for any given kinship theory, as positive or negative evidence to correlate with the documentary evidence from traditional research.
Regular Price: $475.00 Member Price: $425.00 Seats Remaining: 1

Track 4: Getting More Out of Genetic Genealogy Research: Intermediate to Advanced DNA Analysis Techniques
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Course Coordinators:

CeCe Moore
Angiel Bush, MS
Course Instructors:
CeCe Moore
Angie Bush, MS
Blaine Bettinger, Ph.D., J.D.
This advanced analysis coursei s intended for the genealogist who has a thorough understanding of genetic genealogy basics and has experience applying DNA testing to family history research. This is the next step in genetic genealogy education, with a focus on preparing professionals and others to work on genetic genealogy cases and strengthen the skills of those who are already doing so.
This course will examine the methods used by expert genetic genealogists to thoroughly and accurately analyze DNA testing results to advance knowledge of an individual’s genealogy. Instruction will include complex case studies that incorporate multiple types of DNA testing results, analyzed in conjunction with documentary evidence, as well as cases where DNA test results are the primary resource, such as in unknown parentage cases. Coursework will include analyzing and comparing DNA testing data from all of the companies offering products to the genealogy community with explanations and demonstrations of the most valuable features and tools for the genetic genealogist working with large amounts of data. Through active participation in and completion of this course, the genealogist will gain essential skills for integrating DNA testing with traditional genealogy research on an advanced level. 
Note that this course is advanced and as such has the following prerequisite requirements. If you do not meet one of the three below you may write an essay detailing why you should still be allowed to take the course.
This class will move very quickly and assume attendees have an excellent understanding of many foundational concepts. Please take the course entitled "Getting Started with Genetic Genealogy" if you do not meet at least one of these three requirements:
1. Completion of Genetic Genealogy course offered through GRIP in July 2014
2. Completion of the autosomal DNA methodology class offered through DNA Adoption
3. All three of the following:
a) DNA testing - you must have completed or had a family member complete all three types of DNA testing (yDNA, mtDNA and atDNA). In the case of the direct line tests, you must be a member of the corresponding surname and/or haplogroup projects. You do not need to administer a surname or haplogroup project - AND
b) Testing Companies - You or a close family member and/or client must have completed autosomal DNA testing with two of the three major companies. These companies are AncestryDNA, Family Tree DNA and 23andMe. You should be very familiar with the web interfaces for these companies - AND
c) You must be actively using DNA as a "record type" in solving a question of a genealogical nature. This question can be for your own genealogical research or for that of a client.
If you have any questions regarding your qualifications for this course, please email course coordinators at
Waiting List Signup Form

Track 5: Advanced German Research
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F. Warren Bittner
Coordinator: F. Warren Bittner, CG
Instructor: Baerbel Johnson
9:30–10:45 Historical Overview of Germany Warren Bittner
11:00–12:15 German Territories, Maps and Jurisdictions Warren Bittner
1:45–2:00 Meyers Gazetteer: Bible of German Research Warren Bittner
2:15–3:30 Research in the 19 Century German States Baerbel Johnson
8:30–9:45 Difficult Immigrant Examples Baerbel Johnson
10:00–11:15 German Research in Eastern Areas Baerbel Johnson
12:45–2:00 Methods for Identifying the German Origins of American Immigrants Michael Lacopo
2:15–3:30 Proving Immigrant Identities: The Case of Dora Lühr Warren Bittner
8:30–9:45 Social Levels and Occupations Baerbel Johnson
10:00–11:15 German Marriage Laws and Customs Warren Bittner
12:45–2:00 Reading for Historical Context Warren Bittner
2:15–3:30 German Social History and Genealogical Research Michael Lacopo
8:30–9:45 Online Church Resources and Village Family Books Baerbel Johnson
10:00–11:15 What’s New in German Internet Research Baerbel Johnson
12:45–2:00 Guilds and Their Records Fritz Juengling
2:15–3:30 German Research and the Law Warren Bittner
8:30–9:45 Complex Evidence: The Case of Balthasar Weber Daniel Jones
10:00–11:15 Complex Evidence: The Gard family of Hesse Baerbel Johnson
12:45–2:00 Beyond the Church Books Baerbel Johnson
2:15–3:30 Onsite Research in German Archives Warren Bittner
Waiting List Signup Form

Track 7: Resources and Strategies for U.S. Research Part 1
Paula Stuart-Warren, CG, FMGS, FUGA
Coordinator: Paula Stuart-Warren, CG, FMGS, FUGA
            John Philip Colletta, Ph.D., FUGA
            Debbie S. Mieszala, CG
            Paula Stuart-Warren, CG, FMGS, FUGA
            D. Joshua Taylor, MA, MLS
This beyond- the-basics course provides in-depth learning on 19th-21st century U.S. resources and the methodology for using them. Probe deeper into the content, origin, location, and interpretation of records. Informative and interactive classroom hours delve into significant records and strategies that take you beyond basic research tools both online and off. On-site Family History Library support and a computer lab from course instructors provide one-on-one assistance and guidance with your own research.
Suggested prerequisites: Experience researching in a variety of repositories, familiarity with and other family history websites, reviewing at least two basic genealogy guidebooks, and previous class room learning related to family history.
Note: Part II was offered in 2014 and will be offered again in 2016. These do not need to be taken in any particular order.
8:45-10:15       Dissecting a Document: Getting from Point A to Point Z. Part I: Whole Class Project.  (Paula Stuart-Warren)
10:30-11:45     Delving into County Courthouse and Town Hall Records  (Paula Stuart-Warren)
11:45-1:15       Lunch
1:15-2:30         Dissecting a Document: Getting from Point A to Point Z. Part II: Small Groups Project.  (Paula Stuart-Warren)
2:45-4:00         The Women in the Family Do Have Names and Histories (Paula Stuart-Warren)
9:00-10:15       Source Citations Workshop  (Debra S. Mieszala)
10:30-11:45     Legal Savvy for the Genealogist  (Debra S. Mieszala)
11:45-1:15       Lunch
1:15-2:45         Computer Lab at FHL (Paula Stuart-Warren)
2:45-6:00         Consultations at FHL (Mieszala, Stuart-Warren)
9:00-10:15       Finding Ancestral Places of Origin in U.S. Records (Paula Stuart-Warren)
10:30-11:45     Vanity Sketches: Sources and Truths Behind Mugbook Entries  (D. Joshua Taylor)
11:45-1:15       Lunch
1:15-2:30         Internet Acres and Courthouse Castles: Intermediate Land Research? (Debbie Mieszala)
2:45-4:00         Deeper Newspaper Research Online and Off: More than the Dailies (Paula Stuart-Warren)
4:00-4:45         Optional time in classroom for Q&A and then for groups to discuss their project.
9:00-10:15       Locality Resources: Maps, Gazetteers, Atlases and More  (D. Joshua Taylor)
10:30-11:45     U.S. Passenger Arrival Records, 19th and 20th Century (John Colletta)
11:45-1:15       Lunch
1:15-2:30         The WPA Era: What It Created for Genealogists  (Paula Stuart-Warren)
3:30-6:00         Consultations at FHL (Mieszala, Stuart-Warren)
8:45-10:00       The U.S. National Archives: The Nation’s Attic  (Paula Stuart-Warren)
10:15-11:30     Genealogical and Historical Periodicals In Print and Online (Paula Stuart-Warren)
11:30-12:30     Group Project Reports; Wrap-up; Completion Certificates; (Paula Stuart-Warren)
Regular Price: $475.00 Member Price: $425.00 Seats Remaining: 5

Track 8: From Confusion to Conclusion
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When the research is over, what next? How do genealogists transorm the three-dimensional complexity of evidence into a coherent, understandable, written proof argument? This course will include both:
  • lectures and case studies demonstrating how published authors analyze, correlate, resolve contradictions, and write, and
  • workshops providing hands-on practice with a variety of tools and techniques for making data understandable in written form.
Coordinators: Kimberly Powell and Harold Henderson
Kimberly Powell
Harold Henderson
Bill Litchman
Thomas W. Jones
  • Introductions and Overview
  • How Writing Makes Us Better Problem-Solvers
  • Untangling the Knots: Practice with Analysis & Correlation
  • Using Spreadsheets to Bring Evidence to Life
  • Detachable Tools for Analysis and Correlation
  • From Tools to Prose: Communicating Analysis
  • Working with a Mind to Publication
  • Writing Up and Indirect-Evidence Case with No Conflicts
  • From Research to Final Product: Gathering Your Ancestor's Wits About You
  • Tools and Strategies for Resolving Conflicts
  • How an Almost-Unsolved Case Became an Award-Winning Article
  • Practice in Resolving Conflicts
  • Assembling and Structuring Your Argument for Logic and Understanding
  • Tools for Organizing Your Research and Writing
  • Writing Up Case Studies with Conflicts -- Sometimes Easier, Sometimes Not
  • Making Your Point: Proof Argument Workshop Part 1
  • Making Your Point: Proof Argument Workshop Part 2
  • Making Decisions: What to Include and How to Present It
  • Editing Proof Arguments, Your Own and Others'
  • Summary, Wrap-Up, and Where to Go From Here
Waiting List Signup Form

Track 9: Advanced Genealogical Methods
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Thomas W. Jones, PhD, CG, CGL, FASG, FUGA, FNGS
Students in “Advanced Genealogical Methods” will learn how to use and assemble evidence to rediscover ancestral origins, identities, and relationships that have been forgotten in the passage of time. The course will address advanced use of evidence from a variety of genealogical records and research in populations for which the usual records are in short supply (including female, enslaved, and impoverished ancestors). Students also will learn how to develop written proof summaries to show their conclusions’ accuracy and create a credible record of their findings for present and future generations of family historians.

Prerequisites: This intense course is targeted to “high intermediate” genealogists who have completed an intermediate-level methodology course or who have equivalent experiences, and whose research includes original or microfilmed land and probate records. The course will include required prereadings and three optional homework assignments.
Thomas W. Jones, Ph.D., CG, CGL, FASG, FUGA, FNGS
Judy G. Russell, CG, CGL
Pamela Boyer Sayre, CG, CGL
Richard G. Sayre, CG, CGL
* Introductions; Developing an Evidence Orientation (Tom Jones)
* Developing Research Questions and Hypotheses; Planning an Exhaustive Search (Tom Jones)
* Archival Research (Pam Sayre)
* Federal Research: Government Documents (Rick Sayre)
* Homework 1 (Gov Docs) (Rick Sayre)
* Military and Pension Records Strategies: Analysis, Interpretation, and Correlation (Rick Sayre)
* Transcribing, Abstracting, Extracting, Quoting, and Documenting Sources (Tom Jones)
* Census, Census-Substitute, and Name-List Strategies: Analysis, Interpretation, and Correlation (Tom Jones)
* Probate Strategies: Analysis, Interpretation, and Correlation (Tom Jones)
* Homework 2 (transcribing) (Tom Jones)
* Local Land Records: Analysis, Interpretation, and Correlation (Tom Jones)
* Tax Roll Strategies: Analysis, Interpretation, and Correlation (Tom Jones)
* Bringing Law to Bear on Complex Genealogical Problems (Judy Russell)
* Special Problems I: Identifying Landless, Enslaved, Peasant, and Other Impoverished Ancestors (Tom Jones)
* Homework 3 Assignment (Cammack case) (Tom Jones)
* Special Problems II: Finding Immigrant and Migrant Origins (Tom Jones)
* Special Problems III: Identifying Female Ancestors (Tom Jones)
* Federal Land Records: Analysis, Interpretation, and Correlation (Rick Sayre)
* Resolving Conflicting Evidence (Tom Jones)
* Homework 4 (Buss case) (Tom Jones)
* Rural and Urban Map Strategies: Analysis, Interpretation, and Correlation (Rick Sayre)
* Correlating Sources, Information, and Evidence to Solve Genealogical Problems (Tom Jones)
* Writing Genealogy (Tom Jones)
* Continued Advancement (Tom Jones)
Waiting List Signup Form

Track 10: Finding Immigrant Origins
David Ouimette
This course covers the key historical sources and research methodologies for family historians tracing immigrant origins. We begin by envisioning the immigrant within the context of his family, community, and culture. We examine the historical documents created by the pushes and pulls that motivated his journey abroad. We review methodologies for analyzing and correlating information found in U.S. record sources and immigration records to discover the immigrant’s old-world origins. We illustrate principles and practices for tracing immigrants back to many specific countries. We demonstrate techniques for effective online research of immigrant ancestors. We explore chain migration, ethnic migration paths, surname localization, DNA evidence, cluster genealogy, and other tools to help find your immigrant’s ancestral village.
·         David Ouimette, CG
·         Trish Tolley, AG
·         John Colletta, PhD
·         Suzanne Adams, AG
·         Jeff Svare, AG
·         Lynn Turner, AG
·         Identifying the Immigrant within the Family and Community (Ouimette)
·         Chain Migration: Polish Case Study (Ouimette)
·         Waves of Immigration and Settlement Patterns, Part 1 (Colletta)
·         Waves of Immigration and Settlement Patterns, Part 2 (Colletta)
·         Vital Records, Parish Registers, Probate, and Cemeteries (Ouimette)
·         Family and Local Records: Histories, Biographies, and Newspapers (Tolley)
·         Censuses, City Directories, and Name Lists (Tolley)
·         U.S. Naturalization Records (Tolley)
·         British and Irish Immigration (Ouimette)
·         Localizing the Surname: Dictionaries and Heat Maps (Ouimette)
·         U.S. Customs and Immigration Lists, 1820-1957 (Colletta)
·         Online Immigration Research: Computer Lab (Ouimette)
·         Eastern European Immigration (Tolley)
·         Scandinavian Immigration (Svare)
·         German Immigration (Tolley)
·         Italian Immigration (Adams)
·         Hispanic Immigration (Turner)
·         French Canadian Immigration (Ouimette)
·         Interpreting the Place Name: Linguistics, Maps, and Gazetteers (Tolley)
·         DNA Evidence of Ancestral Origins (Ouimette)
Regular Price: $475.00 Member Price: $425.00 Seats Remaining: 2

Track 11: Diving Deeper into New England
D. Joshua Taylor, MA, MLS
Coordinator: D. Joshua Taylor, MA, MLS
Cathi Desmarais, CG
Diana Florence Gravel, CG
When encountering New England roots, many find a rich treasure of previous research, compiled materials, and records dating back to the early 1600s. Yet, within the branches of our New England roots exist assumptions, errors, missing individuals, and incomplete information. Starting with the colonial period and moving to the 1850s, “Diving Deeper into New England” will take an in-depth look at New England research, specifically focusing on little-known and underused sources.
Individual sessions will provide a deeper historical and social context for New England research, provide specific tools for key New England states, and provide an overview of the research process through a variety of examples and case studies. In addition, consultation sessions and a closing question and answer session will allow time for you to gain advice on your personal New England research with the course coordinator and instructors. 
New England: Is it All Done? (D. Joshua Tayor, MA, MLS)
New England Catch-up: Part I: Sources and Publications; Part II: History (D. Joshua Taylor, MA, MLS)
Masachusetts: From Colony to Commonwealth (D. Joshua Taylor, MA, MLS)
Connecting the Oceans:   Origins of New England’s Colonists (D. Joshua Taylor, MA, MLS)
Migrations within New England (Diane Florence Gravel, CG)
New Hampshire Research: When the Trail Turns Cold (Diane Florence Gravel, CG)
Individual Consultations [two sessions] (Cathi Desmarais, CG; Diane Florence Gravel, CG; D. Joshua Taylor, MA, MLS)
The Ins and Outs of Connecticut Research (D. Joshua Taylor, MA, MLS)
New England’s Courts: 1600s-1800s (Cathi Desmarais, CG)
New England’s Universities and Private Archives (D. Joshua Taylor, MA, MLS)
Rhode Island: From Plantation to State (D. Joshua Taylor, MA, MLS)
Vermont: New England's Last Frontier (Cathi Desmarais, CG)
New England’s Town Records:   Advanced Strategies for Success (Diane Florence Gravel, CG)
Case Study (Cathi Desmarais, CG)
Neither Online Nor on Film: New England Sources You Are Missing (D. Joshua Taylor, MA, MLS)
New England Question & Answer Session ( Cathi Desmarais, CG; Diane Florence Gravel, CG; D. Joshua Taylor, MA, MLS)
Regular Price: $475.00 Member Price: $425.00 Seats Remaining: 1

Track 12: Advanced Evidence Analysis Practicum
This hands-on course is an opportunity for advanced genealogists to put their research skills into practice. Participants will work on five complex genealogical research problems—a new one each day. The objective is to give each student experience in conducting research on complex problems, analyzing and correlating evidence, and reaching conclusions. The research problems will be varied, offering students the challenge of stretching their mind and skills in directions that their research may not normally take them. If you can't resist a genealogical challenge and love hands-on learning, then this is the course for you!
Participants will work individually on the cases to analyze documents and evidence provided, and research online and at the Family History Library. The first case study will be distributed Sunday at orientation, and then class will meet from 4:00 p.m. to 6:00 p.m. each day. This will be an opportunity to discuss the case with fellow classmates and the expert instructor. Participants will compare sources, strategies and methodologies used, discuss difficulties encountered, and receive guidance from the case study author. Students will learn from each other as well as the instructors.

This course is designed for advanced genealogists who have sufficient experience and education to work on complex genealogical problems.
Instructors for the 2015 Advanced Evidence Analysis Practicum:

Nancy A. Peters, CG, is a full-time genealogist specializing in South Carolina and English research. Board-certified since 2011, she serves as an editorial assistant for On Board, the newsletter of the Board for Certification of Genealogists. She also volunteers as a collection care assistant in the conservation lab at the South Carolina Department of Archives and History in Columbia. Her articles published in the NGSQand the UGA Crosssroads magazine have focused on establishing parentage using complex evidence analysis. In her career before genealogy, she designed technical training courses and provided instruction internationally for corporate clients in the software industry. Nancy holds advanced degrees from the University of Arizona and the London School of Economics in London, England. 
Paul K. Graham, CG, AG, is a genealogist at He holds a master’s degree in Heritage Preservation and is the author of several books and articles, primarily related to the state of Georgia. His work has been recognized with multiple awards, including the ASG Scholar Award and as winner of the NGS Family History Writing Contest. His television research credits include African American Lives (2006) and Who Do You Think You Are? (2012-2014). Paul currently resides in Salt Lake City.

Dr. William M. Litchman is the author of genealogical articles for such periodicals as The National Genealogical Society QuarterlyThe Newfoundland Ancestor, and The New York Genealogical andBiographical Record, including “Teaching Analysis, Logic, and the Research Process: A Seminar Approach,” NGS Newsmagazine, Nov/Dec 2000, pp 340-343. He has produced an 11-volume index,AnEvery-Name Index of the 1865 New York State Census for Jefferson County, and An Every-Name Index for the 1921 Census of Newfoundland: Burgeo-La Poile District. He teaches genealogy classes for the Salt Lake Institute of Genealogy and in Albuquerque, and speaks about specific research topics for genealogical groups, including the NM Genealogical Society and the Albuquerque Genealogical Society.

David Ouimette, CG, manages Content Strategy at FamilySearch, prioritizing the acquisition and online publication of records worldwide for family history research. He has conducted research and analyzed archival materials in dozens of countries in North and South America, Europe, Africa, and Asia. David regularly lectures at national genealogical conferences and institutes. He has contributed articles to many magazines and journals and authored Finding Your Irish Ancestors: A Beginner’s Guide.

J. H. ("Jay") Fonkert, CG, is a Minnesota-based writer and genealogical educator. Managing editor of Minnesota Genealogist, he has published more than 30 articles and reviews in NGS QuarterlyNGS MagazineAPG QuarterlyFamily ChronicleThe Septs, and Minnesota Genealogist. He is a Director of the Association of Professional Genealogists, a trustee of the BCG Education Fund, and a past-president of the Minnesota Genealogical Society.
Regular Price: $475.00 Member Price: $425.00 Seats Remaining: 4