Let us know who you are, where you re from, and who is participating with you today

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Welcome to the CoSA Member Webinar January 29, 2016 Let us know who you are, where you re from, and who is participating with you today Use the chat box on the right of the screen to type your name, state, and the names of those watching the webinar with you. (to open the chat box, click on the Chat icon towards the upper right corner) You can connect to the audio portion of today s webinar through your phone line or with a headset/mic through VoIP

PRESENTERS Matt Blessing CoSA President Mike Strom SERI Steering Committee Co-Chair Steve Murray CoSA Treasurer John Dougan Awards Program Committee Chair Patricia Smith- Mansfield Development Committee Chelle Somsen Program Committee Chair Sarah Koonts Advocacy Committee 2

TODAY S AGENDA: WHAT S ON TAP FOR 2016 Welcome Financial Update and looking ahead Development Committee Advocacy Update SERI Update Awards Program 2016 Program Update Q & A What s on Tap for Ancestry this Year Brian Peterson and Jared Akenhead 3

PRESIDENT S WELCOME Matt Blessing, Wisconsin Historical Society 4

FINANCIAL UPDATE & LOOKING AHEAD CoSA Operating Budget Operating Income Membership Corporate Sponsorship Earned and Income Donations TOTAL Expense Program Advocacy Research/Information Sharing Network Building Administration TOTAL 2015 Actuals Unaudited $116,850 69,000 5,591 7,064 $198,505 $126,290 15,277 12,222 17,314 32,591 $203,694 2016 Approved Budget $116,000 65,000 14,375 5,000 $200,375 $117,368 14,198 11,358 16,091 31,829 $189,303 Surplus/Deficit Transfer to Endowment Adjusted Surplus/Deficit (5,189) 11,072 6,500 4,572 5

ADVOCACY COMMITTEE Mid Year Briefing 14-15 March 2016 Mid-year briefing assistance Advocacy visits NHPRC draft strategic plan feedback Joint Advocacy Committee with SAA and NAGARA National Coalition of History 6

SERI UPDATE IMLS Grant: ACCESS Action Plan implementation Continuing education opportunities Sarah Grimm (Sarah.Grimm@wisconsinhistory.org) Sarah Koonts (sarah.koonts@ncdcr.gov) Beth Shields (shields.seri@gmail.com) SERI Subcommittees Education and Programming Sarah Grimm (Sarah.Grimm@wisconsinhistory.org) and Nathan Troup (nathan.troup@sos.mo.gov) Advocacy and Outreach Kathleen Roe (kroe@mail.nysed.gov) and Christine Garrett (Christine.Garrett@usg.edu) Tools and Resources Allen Ramsey (allen.ramsey@ct.gov) and Nick Connizzo (nicholas.connizzo@sec.state.vt.us) 7

COSA AWARDS PROGRAM Categories Victoria Irons Walch Leadership Award Victoria Irons Walch Travel Stipend Advocacy for Archives Award Rising Star Award CoSA - NHPRC SHRAB Award of Merit Nomination Deadline: May 1 CoSA - Ancestry Leadership Award Nomination Deadline: September 30 8

DEVELOPMENT COMMITTEE Building a sustainable financial foundation for CoSA Annual Appeals Corporate sponsorships Third annual CoSA Silent Auction Case for Sustainability will come before membership this summer 9

2016 PROGRAM UPDATE Member Webinars Every 4 th Thursday, January October 3:00 pm Eastern 10

QUESTIONS & COMMENTS 11

12 Ancestry

National Probate Project Update A Big Success Media pickups

Probate Media Coverage 14

National Probate Project Update This project was a big deal 170 Million images All 50 States (with the exception of Virginia) Thanks to all of you and FamilySearch

Probate Project Questions and Clarifications What exactly is in the index? Limited to name and basic info on the deceased Indexing was focused on following document types: Will books, case files, and letters of administration. Will more information be coming? Ongoing efforts on indexing additional names and information on all record types is expected to take place in future enhancements What it isn t: An every name index of all people in the records

Probate Record Deliveries Deliveries to participating archives are beginning to go out now on a rolling schedule. 2 Format options--j2k, or bi-tonal TIF images. States who participated and are getting back images will be asked their format preference. This will go out as records for the various states are ready.

It s Not Over: Ongoing Probates We are working with FamilySearch to keep the Probate Project ongoing. Additional probates from the State or Local level will be imaged by FamilySearch Ancestry will continue to create indexes for additional record sets Contact Ancestry or FamilySearch if you have or know of additional probates that are available for imaging and indexing work

Ancestry National Marriage Project Initiative Building on the success of the National Probate Project, Ancestry would like to aggregate available county marriage records Some states only have Marriage records at the county level (many have not been microfilmed or digitized) Many states have not aggregated Marriage records prior to Statewide Vital Record Registration. Many states have these older Marriage records at the State Archive, or a State Historical Society We want your help to preserve and make accessible these valuable family history resources. We invite you contact us with possibilities or questions.

Great Year in 2015 AncestryDNA On the Move Approx. 1 million DNA kits sold in 2015, making AncestryDNA the largest consumer DNA database in the world. Continued refining of Ethnicity estimate and genetic connections New Products and Offerings Ancestry Academy New Ancestor Discoveries AncestryHealth

Continued Television Success Finding Your Roots Season 3 in progress Look for new seasons of WDYTYA and Genealogy Roadshow this Spring.

Ancestry Day One Day Event (about 3-4 each year) Focused on giving back and supporting partner institutions Centered around bringing attention to available resources and content provided in the local area as well as Ancestry s tools and services Costs Recommended $30-$40 Costs paid from registration fee Institution keeps all additional revenues Collaborative effort Ancestry provide advertising, speakers, structure Local institution provides staffing/volunteers (often in conjunction with genealogical or historical societies), venue, onsite coordination. *typical attendance ranges from about 700-1000 participants

Ancestry Day: Raleigh, North Carolina

WEBINAR EVALUATION We really do appreciate your feedback! After you exit the webinar, you will automatically be taken to an online webinar evaluation. Please take a couple minutes to complete the survey and help us plan future webinars. 24

UPCOMING WEBINARS Thursday, February 25, 2016: SHRAB Town Hall Thursday, March 24, 2016: Collaborating for Advocacy Thursday, April 28, 2016: Building and Working with Partnerships Thursday, May 26, 2016: Funding Collaborations Thursday, June 23, 2016: Collaborations with K-12 Schools 25

UPCOMING WEBINARS CoSA-Preservica Practical Digital Preservation Automating Email Archiving and Preservation Tuesday, February 23, 2016; 2-3pm Eastern Practical Digital Preservation for State Archives Online Workshop: Module 1 Tuesday, March 8, 2016; 2-4 pm Eastern Practical Digital Preservation for State Archives Online Workshop: Module 2 Tuesday, March 15, 2016; 2-4 pm Eastern New Ways of Providing Public Access to your Archive Tuesday, April 26, 2016; 2-3 pm Eastern https://www.statearchivists.org/pertts/education-training/cosa-preservica-practical-digital-preservation/ 26

SPONSORS & FUNDERS CoSA Thanks our 2016 Corporate Sponsors: And our Federal Funders: 27

STAY CONNECTED & INFORMED CoSA Website: http://www.statearchivists.org CoSA Facebook Page: www.facebook.com/councilofstatearchivists CoSA Twitter Handle: @StateArchivists 28