Citations Made Simple: Strategies for Every Genealogist

Lisa Stokes, AG®
Aug 12, 2026
763 views
CC
Free
Free through August 19, 2026

About this webinar

Do source citations leave you feeling overwhelmed—or tempted to skip them altogether? You're not alone! In this session, we'll break down the basics of genealogy citations in a way that's approachable, flexible, and easy to apply. Learn practical strategies to create clear, consistent citations with greater speed and confidence. We'll cover a color-coding system and a template-based approach that simplify the process and bring consistency to your research project. Whether you're a family historian, hobbyist, or professional, you'll come away with tools you can use right away—plus a better understanding of why good citations matter for credible, lasting genealogy work.

Discount code: citations26 (valid at familytreewebinars.com)
Valid through: August 18, 2026

About the speaker

Lisa Stokes, AG®, is a professional genealogist specializing in the U.S. Mid-South region. As a former ICAPGen Commissioner, she chaired the Education Committee and led ICAPGen Study Groups, where she...
Learn more...

Key points and insights

Writing citations is often viewed as a tedious obstacle in family history research, yet clear documentation is essential to building a credible family tree. In the Legacy Family Tree webinar Citations Made Simple: Strategies for Every Genealogist, Lisa Stokes, President of the International Commission for the Accreditation of Professional Genealogists (ICAPGen), presents an approachable approach to source documentation. Addressing researchers of all skill levels, Stokes demonstrates how replacing rigid perfectionism with clear, repeatable principles turns citations into useful roadmaps rather than source-logging headaches. Her practical framework emphasizes consistency, color-coded structure, and personal style choices to ensure research remains organized and verifiable for future generations.

  • A Two-Part Structural Framework: Citations become far easier to craft when divided into two distinct sections: the Source Information (answering who created it, what type of source it is, when it was made, and where it was created or located) and the Access Information (detailing the researcher's format description, website details, image numbers, and original repository data).
  • Color-Coded Standardization: Applying a consistent rainbow color scheme to citation elements helps researchers visualize each building block—from creator details to specific entry data—making missing information immediately obvious and aiding in the development of a reusable template bank.
  • The Power of a Personal Style Guide: Because citation writing allows for artistic leeway, maintaining a personal style guide ensures long-term consistency in date formatting, document transcription spelling, and repository notation without forcing the researcher to start from scratch for every new record.

Ready to streamline source citations and organize family research with confidence? View the complete webinar recording on Legacy Family Tree Webinars to watch step-by-step demonstrations, explore real-world FamilySearch and database examples, and see the color-coded framework in action.

Genealogists are strongly encouraged to download the comprehensive webinar syllabus. Packed with master template banks, style guide examples, punctuation guidelines, and database citation references, this companion resource provides the tools needed to construct clear, effortless source citations today.


Comments (65)

Sort byNewest
  1. MH
    Mike Heseltine
    20 hours ago

    Really useful.I will be following your encouragment to start today.

  2. LB
    Lora Butterfield
    1 day ago

    I love how Lisa‘s method is so logical and easy to follow. Makes them seem not so scary.

  3. GL
    Graham Lowe
    1 day ago

    I've always had difficulty citing sources, however the use of Lisa Stokes' color-coding system is maybe what I need to better understand and simplify the process.

  4. NS
    Nora Stidham
    1 day ago

    Lisa Stokes did a fantastic job of teaching the correct way to create citations. Her method of color coding all the parts makes sure nothing is overlooked or forgotten in a citation. There was a great deal of information, but the examples in her syllabus are very helpful. I'm not afraid of citations anymore!

  5. JA
    Jean Ameduri
    1 day ago

    The idea of color coding information and making your own samples of each type of entry was stupendous!

  6. HB
    Holly Beck
    1 day ago

    Lisa presented a very clear, simple to follow method for filling out citations, complete with a detailed explanation of the elements needed.

  7. MT
    Mary D. Taffet
    1 day ago

    This is one of the most useful webinars I have attended in recent memory. I still struggle with citations, and this system may well be helpful for me. One of the citation types I have been mulling over is how to cite the images I find via JewishGen searches, which were scanned by another party (such as FamilySearch or Alex Krakovsky for the Ukraine images), but originally came from an archive (such as the various regional archives in Ukraine), and may have had an original author as well.

  8. JB
    Jean Barone
    1 day ago

    Very, very informative. I love the color code system. Lisa Stokes made citing source sound really doable and less scary. I wish I had this information years ago but I'm definitely going to start using this system now.

Related webinars

Citation Punctuation Quick Guide
Play video00:17:10
Citation Punctuation Quick Guide
Standards for Genealogical Documentation
Play video01:33:09
Standards for Genealogical Documentation
Record As You Go, Cite As You Go, & File As You Go
Play video00:51:39
Citation for Beginners
Play video01:27:34
Citation for Beginners
Sources and Citations Made Simple, Standard, and Powerful
Play video01:39:22
Sources and Citations Made Simple, Standard, and Powerful
64.8K views
CCFree
Citation Punctuation Quick Guide
Play video00:17:10
Citation Punctuation Quick Guide
Citations Made Simple: Strategies for Every Genealogist - Legacy Family Tree Webinars