Your Own
Research
This is one of the
most-common qestions from anyone new to genealogy who is
planning family
research. Use this step-by-step guide below.
1. Begin with yourself and
work backwards generation by generation.
2. Pedigree Chart - Your
direct line of ancestors.
Fill in
with as much information as possible, including places
(counties).
A number
of forms are available from vendors.
Male line
is always first and is an even number.
Use birth⁄
maiden name for female and always is an odd number.
3. Family Group Sheet - one
marriage.
All known
information about one father, one mother, and all their
children.
List
children in birth order if known.
Forms
available in a variety of designs from vendors.
Record
source of information.
4. Dates - use a consistent
date format (mm⁄dd⁄yyyy) or (dd⁄mm⁄year)
5. Research Log.
Record
your research to avoid duplication and to make the best
use of time.
Document
each source of information (titles, pages, publication
dates, etc.)
6. Computer Data Bases
There are
a number of commercial computer programs available, plus
you can create a document
from scratch.
Any
"out-of-the-box" application should have a GEDCOM utility
which allows you to import
and export your data to another program.
7. Start your search.
Gather
family records and enter information on Family Group
Sheets and Pedigree Charts
along with source of the data.
Search for
family records such as Bibles, newspaper clippings, old
letters, scrap books, diaries,
baby books, wedding books, photo albums, and birth, death,
and marriage certificates.
Contact
other family members locating and interview oldest living
relatives.
Try to
locate others who are researching your family or a common
ancestor; possibly someone
has done some research on your family.
Join
genealogical group in the area where your family lived.
EVALUATE INFORMATION
1. Sources of information:
Original
Material - based on firsthand knowledge.
Derivative
Material - everything else.
Some
records may contain both, such as a death certificate.
2. Always evaluate the
information that you find; just because it is in print
does not make it correct.
What
sources were used?
What dates
and places?
Are there
inconsistencies or contradictions in the information?
Does data
appear reasonable in conjunction with time period and
source materials used?
Who
provided the information?
3. When you talk to
relatives, check the information against other sources.
Often you will be
given some valuable clues, but those family stories can be
garbled truth.
4. A good genealogist is a
good detective!
CORRESPONDENCE - Paper Mail
1. Be short, simple, direct,
and sincere.
2. Limit request to 2 to 3
direct questions; don't ask for all the person's
information.
3. Always include a business
size self-addressed stamped envelope (S.A.S.E.).
4. Write in a friendly
letter; express thanks for any information.
5. Ask about anyone else who
might have some information.
6. Offer to share
information.
7. Keep a copy of the letter
that you send.
8. Sample Letter:
Dear Mr.⁄Mrs. [?] ;
I am the granddaughter of
your sister Mary and am trying to locate information about
our family. My mother,
Susan Smith, suggested that I contact you. Do you know
when and where your
parents, John and Mary Green, were born, married, and
died?
I would appreciate any help
that you can give me. If you know of someone else who
might be of help in
this search, I would appreciate having their name and
address. I would be happy
to share any information that I find with you.
[your name]
LIBRARY SEARCH
1. Surname - Check Catalog
for publications on the known surnames.
2. County - Search under the
name of the county.
County
Histories - can provide clues about your family, but the
person paid to be in these
"mug" books, and the biographies were complimentary.
Look for
sketches on related families.
Review
other printed information such as Cemetery, Census
Indexes, Marriage, Probate,
Land, and other published records that are available.
3. Most libraries now have
computer catalogs rather than a card catalog; it is
usually best to use a
"keyword" search. Start with as broad a search as
possible. If the list is too long, then start to modify it to produce a smaller
list.
Surname -
Modify by using family such as Brown family.
Location -
Modify by using and state. Spell out both county and state
name (Washington
County and Wisconsin) or name of town⁄city and state.
4. In New England, search
under the name of the town.
RECORDS
1. Important to know why the
record was created and where it is presently located.
2. Today - State Registration
of Birth, Death, and Marriage; with Social Security
numbers and
computerized information.
State
Registration started in the early 1900's in most states.
Death
Certificates give correct death date and place, but other
information may be wrong;
look at who provided the information.
Most
states will provide Vital Records by mail for a fee.
3. Prior - Most records on a
person were kept in the county of residence.
Find out
what county your ancestor resided in. Look in an Atlas.
Research
history of county; see Ancestry's Red Book.
Note - If
your ancestor was an early resident of an area, you may
find that he⁄she could be
a resident of several different counties or even states
without ever having moved because of boundary changes.
Review
what records are available; records may be lost due to
fire, flood, etc.
Determine
when your ancestor resided in this community
4. Check to see if the
records have been published.
5. Some are available on
microfilm through the Church of Jesus Christ of Latter-Day
Saints (Mormon) Family
History Library system.
6. Information and indexes
may be available through Internet sites.
COUNTY RECORDS
1. Marriage
Usually
indexed and often published.
Will
provide date of marriage and names of bride and groom.
May give
information such as names of parents, place of residence,
witnesses.
Sometimes
difficult to locate, if not found in county of residence,
search surrounding counties
and places where relatives lived.
2. Probate Records
Usually
indexed; sometimes abstracts are published.
All
records which relate to the disposition of an estate after
the owner's death including Wills, Letters of Administration, Petitions,
Inventories, and Appraisals.
Wills
indicate how property is to be distributed; may name
children and provide other information about the family such as married
names of daughters and family relationships.
Probate
Packet is a file of papers which may include death date,
appraisal of property, sale
of property, location of heirs, distribution of the
estate, and other clues about occupation and lifestyle.
Possibly
there are Court Records pertaining to the estate.
Note
witnesses, executor for possible relationships.
3. Land Records
Usually
indexed by the names of both the buyer (Grantee) and the
seller(Grantor); occasionally
found in printed form; original records for many counties
to 1900 available from
LDS Family History Library.
Deed is a
legal document that transfers title in real property from
one person to another.
Important
source, because land was inexpensive and readily
available; may provide clues
when no other record exists for relationships, locations,
name of wife, married names
of daughters, and heirs.
Land
descriptions
(1) New England - laid out in
towns with adjoining fields.
(2) Other colonial states
plus TN, KY, TX, and HI use metes and bounds.
(3) Rest of States use
Rectangular Land survey system divided into section,
townships, and ranges.
Use a plat map to locate land.
(4) Ohio has all of these.
Dower
Rights - In some states, widow had the use of a portion of
the lands that husband
owned, usually 1⁄3 for her support during her lifetime.
4. Divorce records may
provide interesting information; in some states, early
divorces granted by
state legislatures.
5. Other - Court Minute
Books, Tax Records, School Census, other loose papers and
documents; usually these
records are not indexed, may be hard to locate and time-consuming to search.
6. Birth and Death Records
may occasionally be found, but varies from state to state;
check references.
Sometimes, delayed birth certificates may be found.
7. Most counties will provide
limited amounts of information through correspondence. Do
not expect them to do
much searching. Limit your request to a few items.
US CENSUS RECORDS
1. Important record because
provides personal information at ten-year intervals.
2. May give helpful clues
about families.
3. Organized by State,
County, Township, and⁄or City.
4. From 1790 through 1920,
are available for personal research. Some were destroyed when British burned Washington, DC
during the War of 1812, and the 1890 Census was 99% lost due to another fire.
5. US Government waits 72
years to open Census for personal research.
INFORMATION CONTAINED ON
CENSUS RECORDS
1790
Name of head of family,
number of free white males 16 and up, free white males
under 16, free white
females; all other free persons, number of slaves.
1800
Name of head of family,
number of free white males and females under 10, 10 and under 16, 16 and
under 26, under 45, 45 and over, number of slaves.
1810
Same as 1800.
1820
Same as 1800, also male and
female slaves and free colored persons under 14, 14 and under 26, 26 and under 45, 45 and
up. Foreigners not naturalized.
1830
Name of head of family,
number of free white males and females in 5 year age
groups to 20, 10 year
age groups from 20 to 100 and 100 years and older, number
of slaves and free
colored in 6 age groups, foreigners.
1840
Same as 1830, also number of
pensioners for Revolutionary or Military Service
1850
First to list all persons in
the household, sex, color for each person, value of real
estate, occupation for
all males over 15, place of birth, if married within year;
if attended school, if able
to read and write for all over 20.
1860
Same as 1850 and value of
Personal Property.
1870
Same as 1860 also if parents
foreign born, if able to read and write for all over 10.
1880
Name, relationship to head of
family, sex, race, age, marital status, married within
year, occupation,
number of months unemployed, if sick what illness,
attended school, able to read and write, place of birth of person and
parents. Soundex (Index) only for households with children 10 and under.
1890
Over 99% destroyed by fire in
1921.
1900
Name, race, sex, month and
year of birth, age at last birthday, marital status,
number of children
born to wife of that marriage and number living, place of
birth of person and parents,
citizenship if foreign born, year of emigration,
occupation, can read, write or speak English; home or farm, owned or rented.
Indexes can be rented.
1910
Same as 1900 except for month
and year of birth, also Civil War Veteran.
1920
Same as 1910, year of
naturalization.
US CENSUS INDEXES
1 Look at for printed
indexes; however, they usually index only head of
household and others
in household by another surname.
2. Soundex system of indexing
used for 1880, 1900, 1910, and1920 Census.
3. Soundex formula - always
results in the first letter of the surname followed by
three numbers.
Designed to help locate alternative spellings.
Ignores
the letters a, e, i, o, u, y, w, h.
Counts
double letters only once.
Use 0 if
run out of numbers. Code:
b, p, f,
v.
c, s, k,
g, j, q, x, z.
d, t.
l.
m, n.
r.
4 . 1880 Soundex only indexes
households with children under 10.
5. Soundex indexes were not
done for many states for 1910 Census; none for Wisconsin and other low-population states..
6. City directories around
the time of the Census may help to locate your ancestors.
STATE AND⁄ OR FEDERAL CENSUS
1. IMPORTANT INFORMATION
RESOURCE
2. Some states conducted
state census, check reference books for availability.
EVALUATE CENSUS INFORMATION
1. Census-takers were often
political appointments.
2. Problems with spelling of
names due to misunderstanding between the person giving the information and person taking
the information. Names given orally.
3. People not always at home,
don't know who gave the information, could be a child or neighbor.
4. Sometimes use nicknames or
middle names for people in the household.
5. If the same information
appears in several census years, probably good
information. Compare
to other data that you have about your family.
6. Unfortunately, some people
were missed by the census-takers.
NEWSPAPERS
1. Can be an important source
of genealogical information.
2. Articles and notices found
in newspapers usually are published about the time of the
event, making them a
vital source. However, errors may occur, so the
information must be compared
with other sources for accuracy.
3. The following may be found
in newspapers:
Obituaries
which may give parents or ancestry of deceased, religious
affiliation, close relatives,
some accomplishments, movements, and activities.
Marriage
notices may give information about the event, names of
parents and close relatives,
residence, life events, religious affiliations.
Birth
announcement may provide information about time and place
of birth, parents, other
relatives.
Family
reunions and social events may give accounts of family
gatherings, relatives visiting
or trips to visit relatives or for business, other
personal information.
News items
such as graduation, appointments, accomplishments,
movements of people in
a community. May be important in preparing family history
or biography and in tracing relationships.
Advertisements may identify their professions or
businesses.
Legal
notices of land sales, tax rolls, probate of wills,
settlement of estates, divorce proceedings, and reports of civil and
criminal cases may give information about the family.
4. How to find Newspapers:
Look on
the map to locate the closest towns to the place of
residence. Try to identify the place that they may shop and⁄or the county
seat.
If there
are no newspapers published in a town or county of
interest, try to identify a news center for the area even if it is in
another state.
Don't
overlook the foreign language papers for more recent
immigrants.
Look for
religious newspapers if you know the religious
affiliation, because they might provide information about your ancestor.
Check the
publication; newspapers on microfilm or write state
historical society for information
on availability.
Many
newspapers are available through interlibrary loan.
5. How to search Newspapers:
Metropolitan newspapers usually are be daily and contain
more international, national, and state news. Do not contain as much
personal news.
Newspapers
from smaller communities may contain a wealth of
information especially if the person is politically or socially active,
an early settler, or a business owner. Tend to be published weekly with one page
devoted to local news.
May
provide information about the historical period.
DIRECTORIES
1. City and Telephone
Directories can help identify residence of ancestor,
locate the person on
the census, estimate death dates, identify other relatives
at the same residence;
may give occupation or profession.
2. County and regional
directories can provide information about residence,
property owned, and
other adult relatives in the area.
3. Professional directories
may provide information.
4. College directories may
give years of attendance, area of studies, other
activities, and biographical
data.
5. Religious directories; if
your ancestor served as clergy with an established church,
may be a source of
biographical information.
CHURCH RECORDS
1. Vary in content and
emphasis based on theology and social role of the church .
State or
established church - considered every person in state a
member and, in Europe, the
pastor was an official record-keeper for the state for
events such as birth, baptism, marriage, death, and burial. In this country,
these churches continued to record these events and can provide important
genealogical information. Examples of this type of church are the Roman Catholic,
Lutheran, and Episcopal Church.
Free or
"gathered" Church - considered only those who have been
"born again" in Christ
are the true members of their church. The sign of this
event was baptism, and thus in these churches, baptism of infants is not
practiced and baptism is not an indication of age. Examples of this type of church
are Baptists, German Brethren, and Mennonites.
2. Identify religious
background of your ancestor based on family tradition,
obituary, county
histories, town histories, and cemetery records.
3. Many church groups
maintain archives. (Survey of American Church Records by Kirkham or The Source by Ancestry.)
MILITARY RECORDS
1. Military records may not
provide the solution to every pedigree problem, but can
provide valuable
clues.
a. Pre-Revolutionary records
are generally historical in nature and seldom contain
specific individual
genealogical information.
b. Records created since the
Revolution contain more information such as birth,
marriage, death,
parents, pension, bounty land.
2. Revolutionary War Records.
Pension
records relating to service began in 1776.
Individual
states provided benefits beginning in 1776, mainly to
officers
Pension
acts in 1818, 1823, and 1832 liberalized pension
requirements, allowing the enlisted man, his widow, and his orphans
certain benefits.
Bounty
Lands were granted to veterans of US. service or state
militia from 1776 to 1885.
Documents
relating to a soldier, his widow, or children are on file
in the National Archives
and are available for a fee. Are on microfilm; should
request all information in the file including unselected material.
Much
information has been published, so check printed materials
first.
Patriot
Index - DAR - use as clues; early applications not well
documented or closed and
must be reproved for DAR membership.
3. The Old Wars
Pension
applications for claims of service between the end of the
Revolution (11 Apr. 1783)
and the beginning of the Civil War (4 March 1861).
Files
located in National Archives.
4. War of 1812, Indian Wars,
Mexican War
War of
1812 - Service from 1812 to 1815.
Indian
Wars - Service from 1817 to 1898.
Mexican
War - Service from 1846 to 1848.
Records
available through National Archives, similar to
Revolutionary War.
Microfilm
indexes available through LDS libraries.
5. Civil War
Service
and pension files relating to Union are in the National
Archives and are indexed.
Confederate Records are located in the National Archives
while others are retained by the states.
Records
that may be found are; Service, Certificate of disability,
when dropped (death) marriage,
birth of children, and medical records.
6. Form for ordering records
- NATF Form 80, write to National Service Records,
National Archives,
Washington, DC 20408.
7. Modern Wars - World War I
to present
WW I draft
records located at Federal Records Center, 221 St. Joseph
Ave, East Point, Georgia.
Other
records at National Personnel Records Center, GSA,
Military Personnel Records,
9700 Page Blvd., St Louis, MO 63132. Records not open to
public, but genealogical
data will be provided to close relatives upon application
with sufficient information
to locate the records such as name, service number, branch
of service. Many of
these records were destroyed by a fire.
CEMETERY
1. Can provide valuable
information, but dates can be wrong.
Birth,
death dates.
Clues
about family relationships.
Other
information.
2. Locating the cemetery.
Publications by individuals or organizations.
Family
records.
Obituaries
and⁄or death certificates.
Location
of property.
Religious
affiliation.
3. Availability of records
will vary and are often difficult to locate.
Information from monuments.
Burial
records or sexton's records.
Cemetery
deeds and plats.
Burial
permit records.
Grave
opening records.
Local
funeral home.
4. Walk the cemetery or
family plot, record stones and⁄or take photos. Look at surrounding stones and record them;
may be relatives. Sketch layout of stones.
5. Hard-to-read stones.
Do a
rubbing of the stone.
Take photo
in indirect light.
6. Not all graves will be
marked with a stone.
7. Some families buried on
small plots on the land; these may be in very bad
condition or destroyed
by current owners.
NAMES
1. Just because your surname
is spelled a certain way now, does not mean that it is the
original spelling or the
only way that the name was always spelled in every record.
2. Always check for
alternative spellings for your surname.
Consonants
that have similar sounds - C⁄K, G⁄J, T⁄D.
Double
letters, single sound same - l⁄ll, t⁄tt, e⁄ee.
Silent
letters such as K in Knight.
Additional
letter or letters added for local dialect such as r in
Hallebone (Hallerbone).
3. Other problems
Names
altered because of different languages.
Translation from one language to another: Smith for
Schmidt.
Initials
or abbreviations - Jim for James.
Given
names interchanged - John Edward Long instead of Edward
John Long.
Nicknames
- Bill for William, Polly for Mary, Ann for Nancy.
Incorrect
name given because of lapse of memory or different
informant.
COLLATERAL FAMILY RESEARCH
1. Definition - Relatives not
in your direct line.
2. Can provide information on
your family and help solve research problems.
3. A family is made up of
relationships not just names.
4. Women tend to retain the
strongest kinship ties and tend to be the "keepers" of the
family stories and
possessions. They are more difficult to locate because
their surname will
change when they marry.
5. Kinship ties are not
broken by mobility; families did keep in touch with each
other and did visit
each other.
6. Legal records for family
members who leave no descendants may help in determining family relationships.
7. Be alert for clues about
relationships, know kinship terms for period of research.
MIGRATION
1. Our ancestors did more
traveling than we often realize.
2. Once they arrived here,
more likely to move again.
3. For most of our history,
there was always cheaper land further west and thus more opportunity.
4. In the early days, the
migration routes followed waterways; rivers and streams
were very important;
later overland route and railroads were the means of
travel.
5. People usually traveled in
groups with relatives and neighbors. If they did not come
with the original
group, they might migrate to a place where relatives and
former neighbors have
settled.
Who were
in the "traveling company" with your ancestor?
Identify
people with similar migration patterns.
Look for
information about background of neighbors who may be from
the old residence and
may be related in some way to your family.
6. Often marriage partners
were people who came from the old residence. Marriages between first cousins and other
closely related people may be found.
NATURALIZATION RECORDS
1. Various types a. Sacrament
Certificate - Colonial period.
Oath of
Allegiance - Colonial and early U.S.
Declaration of Intention (First Papers) - 1802 on.
Petition
(Second or Final Papers).
Certificate of Naturalization.
2. Often filed Declaration of
Intention but may never have filed Final Papers.
3. Early documents provide
little genealogical data, more information required later
such as place and date
of birth, emigration date, port of entry, and arrival
date.
4. Prior to 1906,
naturalization could take place in any county, city or
federal court.
5. After September of 1906,
contact Bureau of Immigration and Naturalization, 425 I St
NW, Washington DC 20530.
Form available at any Federal Building.
6. Prior to 1928, wife and
children automatically became citizens with husband.
TRACING YOUR IMMIGRANT
ANCESTOR
1. Must know the location of
the small village or region in order to find more records.
2. Find out as much as
possible about the immigrant using U.S. sources.
Church
records.
Death
certificates, tombstones, newspapers; obituaries and other
articles.
Naturalization records.
Military
and⁄or Pension Records.
Census information
(1) 1850-1870 - Birth place
of person - province or country.
(2) 1880 - Birth place of
parents - province or county.
(3) 1900-1910 - Year of
immigration, citizen if foreign born.
(4) 1920 - Also year of
naturalization.
Check the
International Genealogical Index (IGI) of the LDS Family
History Library. Look
at source of information.
3. Investigate the origins of
close family friends and neighbors since people tended to
settle near those they
knew from the prior location.
4. See who witness probates
and deeds, administrators, live nearby, join same church
or purchase land at
the same time.
PASSENGER LISTS
1. List names of passengers
who arrived at ports on East Coast, West Coast, Great Lakes and Gulf of Mexico, consists
of passenger lists, transcripts, abstracts, baggage lists,
and manifests.
2. Information available from
Passenger Lists depends upon time period of arrival.
1565-1819
usually provide little personal information; no central
location for lists; locate by searching indexes.
1820-1893
captains of ships required by Congress to prepare lists of
passengers contain
name of ship, name of master, port left, date and port of
arrival; name, age, sex, occupation and nationality of each passenger.
Available through the National Archives and in the Microform Room of the
Library.
1893-1954
useful personal information was requested from each
passenger; available through
National Archives and some on Microfilm in Library.
3. Check all available
indexes first; unless you know port, and approximate date.
4. Can be a long and tedious
search unless you have some specific information such as port, date and⁄or ship.
5. If you locate your
ancestor, make a copy of the entire list, may be relatives
and friends who came
from the same location and settled in the same area.
6. Immigration through Canada
and Great Lakes - prior to 1895 no records kept by US. Government. From 1895 to 1954
records available through National Archives.
7. National Archives - Use
GSA Form 7111, Order and Billing for Copies of Passenger Lists, order from Correspondence
Branch, National Archives, Washington DC 20408.
FOREIGN RESEARCH
1. What you need to know:
a. Place of origin, the small
village or area.
b. Name of immigrant
(original surname).
c. Time of immigration -
clues about from where and why the person came.
d. Religious preference -
what church records to search.
e. Other information about
family, names of other family members or friends.
2. Find out what was
happening in the area that your ancestor came from for
clues about his⁄her
background.
3. Find a good publication on
resources available in the area and how to do research.
4. Check the resources
available through the LDS Family History Libraries.
a. Look for microfilmed
records for your area of interest.
b. Microfilmed records can be
ordered from the library in Salt Lake City.
5. Correspondence - Write in
simple English if you do not know the language. Always include 2 International Postal
Coupons available from the Post Office.
ORGANIZING YOUR INFORMATION
1. When you start, you may
have little information and it may seem easier not to
organize. However, as
you continue to collect data, it will become impossible to
deal with unless you keep
it organized and filed.
2. There is no "right" or
"wrong" way to organize; you may want to use notebooks,
files, or hanging
files.
3. Organize around surnames
or family groups based on the amount of information that you have collected.
4. Limit size of each file to
a manageable amount of information.
5. Keep updating family group
sheets and pedigree charts so you know what information to look for.
6. Document where your
information came from:
Give
enough information that another researcher can locate it.
Guide -
Evidence! Citation & Analysis for the Family Historian
by Mills.
WHAT TO DO WHEN YOU HIT A
BRICK WALL
1. Organize
Do a
simple narrative of the information that you have.
Chronological Chart with dates, ages, and sources.
2. Look for new solutions -
keep asking why.
Pronounce
name out loud with accent of ancestors.
Don't
think of your ancestor in isolation, identify other people
who came at same time and
were friends and⁄or relatives.
3. Broaden your research
Back up a
generation, research other children.
Read some
history of the time and area.
Look at
patterns of migration.
Browse.
4. Census - 10 up and 10 down
rule - expand research to neighbors of your family for possible relationships.
5. Share problems and
research with others.
6. Hire a professional
researcher.
7. Let problem sit for a
while and then go back to it.