A Personal Reference Guide Prepares Candidates for ICAPGen Testing

By Lisa Stokes, AG®

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The accreditation process builds proficiency in genealogical research methodology, strengthens knowledge of a specific research region, and develops solid report writing skills. Successful ICAPGenSM testing ensures a candidate is ready for professional level research. Creating a Personal Reference Guide to prepare for the Written Exams builds a foundation for ongoing expertise in the region.

What is a Personal Reference Guide?

A Personal Reference Guide, often abbreviated as PRG, is a compiled study guide that allows quick reference during research and testing. It can contain Quick Reference Sheets, Methodology Guides, Country Guides, State Guides, and other resources to aid the researcher.

Benefits

The benefits of creating a Personal Reference Guide to prepare for accreditation testing and client research are abundant and well worth the effort. Developing a Personal Reference Guide:

  • Solidifies learning for an accreditation candidate by encouraging an effective study process
  • Encourages gathering of new information, such as key resources and methodologies for the region, while studying for testing
  • Builds confidence in research skills and regional knowledge
  • Provides a solid foundation and knowledge of background and locality information about a narrowed location
  • Provides an understanding of methodologies that work well in the region
  • Allows for more effective client research time
  • Creates a well-rounded researcher

Continued gathering of locality information over time creates an invaluable, time-saving resource to use for many years to come.

Using the Personal Reference Guide for Accreditation Testing

The ICAPGen Written Exams use an open-book testing format, which allows the candidate to consult online resources, reference books, and personal notes during the exams. The Personal Reference Guide can take many formats and contain many Resources.

Format: Prepare digital or physical Research Reference Guides or a combination of the two to use during testing.

Content: Collect sample documents, maps, links, and webinar syllabi for quick reference during testing. Create methodology research guides, country and state guides, and quick reference guides to solidify knowledge of the region.

Logistics: The candidate is required to download their PRG materials to the testing computer and log out of any cloud service. Sufficient time is allowed to download materials before the test begins. Personal computers, tablets, cloud services or phones are not permitted during the test. All materials referenced during the test must be accessed from the testing computer to protect the test’s integrity and prevent copying of the test.

Creating a Personal Reference Guide is valuable preparation for all genealogical work. A solid Personal Reference Guide will also ensure success in testing and provide a foundation for ongoing expertise in a chosen region.


Based on an article published in the Fall 2022 ICAPGen Study Group Newsletter. Read Lisa’s updated post, Level Up Your Research: Why You Need a Personal Reference Guide for Genealogy at Lisa Stokes Heritage Research.

Meet ICAPGen at RootsTech 2026

We’re excited to announce that the International Commission for the Accreditation of Professional Genealogists (ICAPGen) will be exhibiting in the Expo Hall at RootsTech 2026—the world’s largest genealogy conference, hosted by FamilySearch.

Whether you’re just beginning your family history journey or are a seasoned researcher looking to collaborate with trusted professionals, the ICAPGen booth is a must-visit stop on your RootsTech schedule.


Why Visit the ICAPGen Booth?

 ✅ Learn what “Accredited Genealogist® (AG®)” really means
Discover how ICAPGen sets rigorous standards for professional genealogists and why accreditation matters when choosing a researcher to assist with your family history.

 Connect with credentialed professionals
Meet Accredited Genealogists who specialize in regions, ethnicities, and record types from around the world. This is your chance to ask questions, discuss brick-wall problems, and make informed connections.

 ✅ Explore the accreditation journey
Thinking about professional genealogy? Learn about ICAPGen’s credentialing process, study expectations, and the benefits of earning and maintaining professional accreditation.

 Support excellence in genealogy
ICAPGen is a nonprofit organization dedicated to advancing genealogical standards and education. Stop by to learn how our work strengthens the genealogy community as a whole.


Who Should Stop By?

  • Family historians seeking qualified research assistance
  • Researchers curious about professional standards in genealogy
  • Genealogists considering credentialing or continuing education
  • Society leaders and educators interested in best practices and ethics

Add ICAPGen to Your RootsTech Plan

The Expo Hall is the heart of RootsTech—full of energy, innovation, and community. Make sure ICAPGen is on your list of booths to visit and take advantage of this opportunity to engage directly with the organization that accredits professional genealogists worldwide.

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Where: RootsTech 2026 Expo Hall,  Salt Palace, Salt Lake City, UT

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When: March 5–7, 2026

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Learn more about ICAPGen: https://icapgen.org/


We look forward to meeting you in the Expo Hall and talking genealogy!

A Premier Credential for Family Historians & Genealogists throughout the World!