Research Like A Pro Institute is offering a course coordinated by Jan Joyce, CG, CGL, AG - Merging and Separating Identities: Advanced Techniques to Organize, Analyze, and Solve. https://familylocket.com/product/merging-and-separating-identities/
Designed for genealogists ready to master the art of identity resolution, Merging & Separating Identities provides hands-on strategies for tackling complex merging and separating cases. This virtual institute course features engaging instruction, real-world case studies, and practical exercises where participants learn to apply analytical tools, mapping, and FAN club techniques under the guidance of course coordinator Jan Joyce.
Class meets weekly for seven weeks on Thursdays from January 7 to February 18 or February 25 (class may not meet on February 18 in which case there will be class on February 25) from 9 a.m. – 2:30 p.m. MT.
Course Objectives
Implement a comprehensive Merging and Separating Identities Process to resolve cases, including:
- Collect and Organize Evidence Systematically – Learn systems to organize large quantities of data, maximize that data to build identity dossiers, and correlate the information to resolve or support the resolution of complex cases.
- Apply Proven Resolution Methods – Implement timelines, mapping, FAN club analysis, and other methodologies to merge or separate identities with confidence.
Course Description
Merging and separating identities is a critical part of genealogical research and a fundamental challenge in the field. Discerning identities among individuals who share names, locations, birth years and other descriptors is a prevalent challenge for researchers of all levels. The course focuses on the scenarios including: same name and one location, same name and multiple locations, different names and multiple locations.
Every session in the course will provide techniques and examples to help organize, analyze and solve M/S cases. Sessions will enhance each student’s proficiency identifying and gathering descriptors and resolving cases through:
- Identity Profiling – Systematically gather and organize descriptors including biographical, geographical, social, and familial characteristics to build comprehensive identity dossiers.
- Research Methodologies – Select and implement proven analytical methods such as timeline construction, onomastic analysis, geographic mapping, FAN club identification, contextual research, and negative evidence collection.
- Analytical Tools – Utilize spreadsheet techniques, visualization methods, and emerging technologies to correlate data, identify patterns, and resolve complex identity questions.
Identity resolution challenges are among the most complex issues facing genealogical researchers, as evidenced by the extensive literature devoted to the subject. This course addresses these challenges through a multi-faceted learning approach:
- Foundational Instruction – In-depth presentations covering theory, methodology, and practical application techniques.
- Applied Case Studies – Analysis of real-world examples that demonstrate successful problem-solving strategies and decision-making frameworks.
- Interactive Workshops and Exercises– Structured exercises providing hands-on experience with identity correlation and analysis methods.
- Common Data Set – A small group of records is used for pre-course preparation and classroom application, enabling students to practice techniques before, during, and after instruction.
Anticipated Target Audience
Intermediate / High Intermediate / Advanced
Designed for intermediate and advanced genealogists, this course offers the opportunity to learn and practices techniques that will help students to master identity resolution. Participants will refine analytical techniques, deepen their understanding of genealogical methodology, and develop the skills necessary to confidently resolve difficult merging and separating cases.
Prerequisites
The course integrates traditional and cutting-edge methodologies, from offline paper-and-pen techniques to digital tools including Microsoft Excel for data organization, AirTable for advanced data management and visualization, and artificial intelligence platforms for enhanced data gathering and analysis. Basic Excel familiarity is recommended to maximize course benefits.
Pre-course work is optional but strongly recommended. Students receive the Common Data Set and detailed instructions one month prior to the course. Participants typically invest 10-20 hours in preliminary analysis before the first session.
Technical Support Requirements
- Spreadsheet Proficiency – Students should have familiarity with spreadsheet software (Excel, Google Sheets, or AirTable). The course focuses on applying spreadsheet functions for identity resolution rather than teaching spreadsheet basics.
- NGS Membership – Recommended for access to the comprehensive Literature Review database, which includes articles from National Genealogical Society Quarterly and National Genealogical Society Magazine.
- Database Access – FamilySearch (free) and Ancestry subscriptions provide access to the curated record set used for pre-course preparation and classroom exercises.
Course Materials
Rather than a standard syllabus, students receive a comprehensive toolkit of practical resources including fillable templates, reference guides, and analytical tools designed for immediate application and long-term use in genealogical research.
Recordings
Recordings of the sessions will be available for 14 days after the course has ended.
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