Census Hurdles – Introduction

Census Records, Research - General

2013-10-07 10.08.20 amOne of my favorite record sets for creating a framework for any given family is the census. Census records can be an invaluable wealth of information putting ancestors in a time and a place every ten years (every five if you are lucky enough to have them in a state that held a state census every five). In the censuses from 1790-1840, only the names of the heads of households were recorded (and using those censuses can be a whole different animal). However, in 1850 we begin to get more information with every census. Heads of household, relationship to that head, birthplaces, birth month and year, occupations, whether naturalized, military service, and so on.

When I begin researching a new family line, I invariably begin with the census. Finding their names in the correct time and place gives the researcher a solid foundation to begin from. The census is like the solid footing from which all other steps are based: find the family in the census, mark them on a map and begin searching for other records in the town, county, state and trace migrations when they occur.

There are many reasons why you may be having difficulty finding your ancestors in the census. This series of blog posts will share some of my favorite “hurdles” for finding those ancestors. I will cover things such as language barriers, literacy issues, indexing errors, information quality, microfilming errors, and I will end with some of my favorite searching tips and tricks.

Preparing for a Research Trip – Involving Family Members

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My son Ethan helped to find an elusive tombstone. Photo by Cari A. Taplin
My son Ethan helped to find an elusive tombstone. Photo by Cari A. Taplin

I am a mom with two children still at home. When I began this genealogy journey my son was just 5 months old. He’s almost 13 now and my daughter is 10. Sometimes it’s a challenge to get them to be involved and not grumpy when the car takes a side trip to visit a cemetery or library. When I take a research trip to Wood County, Ohio I am usually there to visit my family and often our trips are too short. I like to combine the research with the visiting to maximize the time we have together: “Hey grandma, let’s go to the cemetery and you can tell me about your great-grandparents and their families.” Taking your family along on research expeditions can be a fun way to get them talking about your ancestors and getting them more interested in what you are doing.

I’m not above bribery. When I take my children to a cemetery I offer them a small fee (25¢ for even looking) and a prize for who finds the tombstone (50¢). It motivates them and makes it easier for me to have little energetic legs tromping around the cemetery. My son is especially good at finding the tombstones. I don’t know how many times I’ve taken him to the cemetery, given him the name we are looking for and he’s off in a flash, zig-zag across the cemetery. In no time at all I hear “found it!” sometimes even before I’ve had a chance to get started! (By the way, he is for hire.)

With the older family members it is sometimes just nice to get them out of the house and to a place they probably haven’t been in a long time. My grandma especially likes to drive around out in the country reminiscing about times gone by, who lived on which farm, who she went to school with, and the fun (and not so fun) times she had. My dad seems to like the thrill of the chase, like finding items on a scavenger hunt. If you have reluctant relatives, you might offer to buy them lunch if they come along.

Combine your research trips with visiting with relatives. Take notes (well, not if you are the one driving) or record conversations on your phone or with a digital recorder. Or have an able person in the car take notes while you’re driving. At any rate, conversation will tend to revolve around what you are looking for. Memories will be triggered when you are looking for Great-Aunt Martha’s grave. You’ll want to be sure to get those memories down on paper.

Involving your family members in your research jaunts can be very rewarding and fun. It might give you the opportunity to connect with some relatives you don’t get to see very often. Whatever you do have fun and enjoy the journey!

Preparing for a Research Trip – Accessing Online Catalogs

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Inside the Hancock County Courthouse research room. Photo by Cari A. Taplin
Inside the Hancock County Courthouse research room. Photo by Cari A. Taplin

Before you embark on any research trip, it is wise to give yourself the time to comb through the repositories’ online catalogs and finding aids. Almost every library, archive and courthouse is going to have some kind of information online to help you plan your trip. My favorite thing to do (and the task which I usually short change myself on) is looking at online catalogs and creating a list of what I want to look at when I get there.

Salt Lake City’s Family History Library is a great example of an online catalog that is informative, easy to access and simple to plan from. If you have thought out your research goals and have a plan, then accessing the catalog and creating a “to do” list is the final step (well, before packing and filling up the car). It is like drawing a map for your visit in the library. We only have so much time before we have to leave any research trip so getting the most out of your time is essential.

There are several ways to collect the data and create the list of records, books, or micro-materials you want to access. Back in the “old days,” and by “old days” I mean before smart phones, tablets and even the wide-spread use of laptops, I used to access the catalog, print the page containing the description of the item, write on the blank space of the page or on the back who or what I was hoping to find in the record, and then would store it in a 3-ring binder. Each page was in a sheet protector and when I printed the corresponding records, they would be slipped into the sheet protector along with the catalog page. This ensured I had all of the data I need to create a source citation later.

Now, the microfilm readers have thumb drives. I can copy and store the catalog materials in Evernote. I can take photographs of the pages (even microfilm projections) with my smartphone directly into Evernote. I can sit next to the film reader with my MacBook Air (tiny, lightweight) and take notes in a spreadsheet or on Evernote. There are a million different ways to do this. Use whatever works best for you and your process.

Before you leave on your trip, but once you’ve identified what repositories you’re visiting, get online and see what online resources they have. Google is excellent at this. Just search for their catalog. One small local library I often visit is the Wood County District Public Library in Bowling Green, Ohio. Their online catalog is very helpful, allowing researchers to know ahead of time what they have in their collection. Their catalog is connected to a larger database, so if they don’t have what you are looking for you can search surrounding area libraries and see if they have the item nearby. WCDPL also has an excellent collection of newspapers on microfilm which are what I usually access when I go.

While I’m in Bowling Green, there are a few other repositories and locations I like to visit:

You can see from the above list that there is plenty to do in that one town. If I widen my range I also like to visit:

Findlay, Ohio

Perrysburg, Ohio

  • Way Public Library
  • Fort Meigs Cemetery
  • Zoar Lutheran Church (though a large portion of their records have been moved to Way PL)

These towns are within about a 45 mile range from each other, stretching north/south on the I-75 corridor in NW Ohio. There are countless cemeteries and historical attractions in between. By accessing data online before I go, I can create a plan that makes the most of my time there. When you are planning a trip, widen your range and figure out what you can reasonably visit and research with your allotted amount of time.

Set your research goals, create a map, plan your time, make a “to do” list by accessing online catalogs, take notes in your research log about what you’ve found, and have fun!

Preparing for a Research Trip – Research Logs

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A vital piece to a serious genealogist’s research, whether you travel far or stick to online and local sources, is a research log. There are several great templates online you can locate through Google searches. There are some available at Ancestry and Family Search. A research log helps you avoid duplicating work and can be a great assistant when it comes to write source citations.

There are several ways to create a research log. Here are a few ideas:

  • tables
  • spreadsheets
  • word processing document
  • paper forms – Although I try to be as paperless as possible, sometimes paper is your best option. I always enter the data eventually into my spreadsheet so that I can use “find” and “search” functions to locate specific items.

Within the document you might want to have several columns to keep track of the following (or create your own):

  • date
  • repository
  • who (specifically or the surname) you are hoping to find
  • record sets (call numbers or other identifiers to make it easy to locate)
  • an open column for making notes
  • a cell for recording the proper source citation (this can be used to later cut and paste into your articles, software, onto digital documents, and so forth, cutting down on some tedious work in the future)

Below is a terribly small example of what I’m describing:

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You want to be sure to include enough information in this log to at least know where you’ve looked. This log is something you can add to every time you do more research, simply add a new date.

Your log can be as extensive or as simple as you want. If you use a spreadsheet, it can be as wide as you’d like, no paper size limitations! Spreadsheets also have the advantage of having “sheets” within the same document. [If you are using Excel, there are tabs for sheets at the bottom toward the left. If you are using Mac Pages, they are in the navigator on the left side of the screen.] You can have one document for each surname and then within, each sheet can be for a different repository where you’ve researched for that surname. Or you can create a system of your own. The important thing is that you create one, use it, add to it and check back before you do more research so you don’t duplicate what you’ve already done.

I mentioned before that I had ordered the same obituary 3 times. I have now put it in my research log, documenting that the lady (with the same name as my ancestor) is not mine. Giant bold letters now say “DO NOT ORDER THIS DOCUMENT AGAIN!!!” But the trick for me is to consult my log before I do it! I tend to think I’ll remember, but obviously, three obituaries later, I have some memory issues.

Preparing for a Research Trip – Research Plans

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2013-09-26 09.09.24 amOnce you have identified your research goals, you will need to make a plan to reach those goals. It is not enough to have a goal, a goal needs an action plan. This plan might consist of a list of steps, an inventory of sources, a map and itinerary of repositories to visit, and so forth. When planning a research trip, a research plan is vital to staying focused, being efficient and getting the most out of your time.

Your plan should cover these elements:

  • where you plan to visit
  • what records you plan to look at
  • what/who you expect to find in those records
  • brief biographical information on the ancestor to help you id the right person or other information such as a cemetery section to help you locate what you’re looking for

A plan can be expanded to also become your research log (see the next post for more details on the research log).

When traveling, I tend to drive if I have the time. I like being able to go to cemeteries, local libraries, history museums and courthouses that are on the way (or only slightly out of the way). I enjoy seeing the areas where my ancestors lived, walking on land they used to own, and seeing the documents they wrote with their own hands. You can’t really get a good idea of what our great country is like if you are in a plane 30,000 feet up. I do love a good road trip.

When planning your trip, use your genealogy software and locate target areas along the way. Seek out which cemeteries you could reasonably visit. Print out maps and directions to get you there. Planning ahead with a map is easy using tools like Google Maps. In 2011, I was on a very short trip visiting my relatives in Ohio. I planned a day’s tour through 4 cemeteries using Google Maps “My Places” feature. You can view the map here: Google Map of Cemetery Tour. Using this feature, I can locate the cemeteries, see the quickest route between them, make notes of the graves I am looking for – this was my research plan for that trip. [Tip: You can print these out in case there is a poor cell signal on your journey. There’s nothing worse than getting to a remote cemetery and not being able to access your research plan, trust me!]

The process of planning ahead can be fun, will give you the opportunity to be more efficient and will allow you to do some research you might have missed if you hadn’t planned ahead.

Preparing for a Research Trip – Setting Research Goals

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notepadEstablishing why you want to do anything is always a good first step whether it is genealogy-related or in some other aspect of life. You can’t know if you made it if you don’t know where you are going. There are many books, blogs, magazines, TV shows and so forth about defining and researching your goals and all of those can apply to genealogy too.

What do you want to accomplish? What is the question(s) you wish to answer? If you are like me you have many, many, many research goals. Some common goals might be similar to the following:

  • Who were my immigrant ancestors?
  • Where are all of my 2xgreat grandparents’ graves?
  • Where was the family farm of my 3xgreat grandfather in Wood County, Ohio?
  • etc…

A research trip might be just the thing to find the answers to these questions. Before you go, be sure you have clearly defined your goals for the trip. These goals can take on many forms. I will go over research plans in a future post, but generally I start with a word document and I create a table for each of my research questions. In this table I will list each repository I wish to visit and what documents or record sets I plan on exploring. An electronic document is great because you can add to it and change it to meet your needs. I can add notes right into the table regarding my findings. This later helps with analysis and correlation of my data as well.

Defining your goals and research plans will save you a lot of time when you arrive at your research destination. I have been known to spend at least the first day during a research trip using the repository catalogs. What a waste of time! Working in the catalog of a repository is something that can usually be done at home now, there’s no reason not to be prepared.

Preparing for a Research Trip – Introduction

Research Trips

suitcaseI hope all of my readers realize that you can’t do ALL of your genealogy from home. We all need to get out there and look at the originals ourselves sometimes. Of course there are some who physically can’t go stomping around the cemetery or afford to travel to every place where a record might exist. In those cases you are likely to ask a family member, professional researcher or volunteer to go in your place. Yet the point remains, someone is leaving the comforts of home to explore the physical world where the original records exist.

While more and more records are being posted online, there is nothing like holding that actual document your ancestor signed, standing on the ground your ancestor farmed, or finding the graves of your ancestors. Our ancestors lived “out there” in the world and that’s where we need to go to find them. I hope the following series of posts will give you some good tips for taking a research trip.

Upcoming posts will cover in more detail:

  • Research goals – Why do you want to go on a trip? What do you expect to gain?
  • Creating a research plan – Once you’ve identified your goal, how are you going to reach it? What repositories, records and other sources are available to you?
  • Accessing online catalogs, maps, index and other web information – Once you know where you are going, how will you know which repositories have the records?
  • Creating a research log – Once you know where you are going and what you expect to find there, how will you keep your research organized?
  • Using maps to plan – Either on your drive to you destination or while you are in an area, how will you know the most efficient way to reach all of your desired locations? What other opportunities exist for research while you are on your way? Are there cemeteries along the way for other lines you are researching?
  • What to bring – Depending on whether you fly or drive, your space may be limited. What should you bring to assist in your research?
  • Involving kids and other family members – If you have younger children, what are some ways to involve them on the research trip? Other family members might also like to help and I’ll share some experiences I’ve had with my family.

Some of my most memorable times have been on research trips, especially when I’ve engaged my children and other family members in the process. By sharing some of the tips, pitfalls and successes I’ve had, I hope you will venture out and do some on site researching if you haven’t already. If you have taken a research trip, I hope you will pick up something you didn’t know before, and I hope you will share any of your own tips in the comments. Mostly, I hope to see you “out there” sometime!

Genealogy Institutes – Part Six

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If you’ve never been to a genealogy institute, you may not know what to expect. The first time for anything is always a little mysterious. I hope some items in this post will help dispel some of the mystery and give you a good idea of what to expect throughout your week. These tips are from my personal experiences at GRIP and IGHR. Some of the other institutes might work a little bit differently and have some aspects that I am not aware of yet. If you have been to one of the other institutes and would like to share something that I have missed, please feel free to do so in the comments.

photo-13Generally registration and check-in occurs on Sunday afternoon. This is where you will be given your name badge, meal tickets, keys to your dorm room, your class binder and any other items necessary for your week. If you are not staying on campus, this is a good time to find your hotel, get acquainted with the area for any amenities you might require such as a grocery store, a coffee shop, restaurants and the like. Some institutes have a Sunday evening dinner with an orientation session. This is where you will learn about specifics for the week, what optional evening sessions might be available, any changes to the schedule, and other details about the campus or the institute. This is a great time to get to know your fellow classmates and institute attendees. In your binder will also be a schedule for the week, a class roster with contact information so you can connect with your classmates, and other informational pages in addition to your lecture notes for the week.

Plan on being in classes all week. There will be slight variations in starting and ending times depending on your course instructor. Throughout the day there are planned break and lunch times. Sometimes in the afternoon there are coordinated breaks with free snacks and drinks. Depending on the course, you might be expected to do homework. Of course this is optional, but you will get so much more out of what you are learning in class if you do the homework. Later in the week there might be a banquet with a dinner, a speaker and any awards or honors the group gives out. You may also experience the joy of class pictures day. GRIP especially loves the class picture and sells their own polo-style shirts for students to wear on picture day.

One of my favorite features of attending an institute is that the pace is slower than you might find at a state or national conference. There is time to speak with your instructors and fellow students. No one is rushing to get to the next lecture. The size of the classes is small enough to allow for very insightful discussions and meaningful relationship building. These are amazing networking opportunities and a great way to meet people at a similar experience level or who share specific interests as you. And of course, at the end of the week you earn a certificate for all of the hard work you put in all week.

I enjoy getting to learn from these distinguished instructors in a more intimate setting and I love seeing all of my genealogy friends and meeting new ones. I love attending institutes for all of the reasons I described in this series and probably some that I didn’t. The most important thing to remember is to have fun! I hope that you will try an institute in the future!

Genealogy Institutes – Part Five

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It is an unfortunate fact that genealogy institutes only have so many seats for each class. If I have gotten you excited to attend an institute, great! Now, I want to share with you some tips for getting registered and sitting in one of those precious few seats. Have you ever bought concert tickets online? If so, the process is similar. If you have not, here are some tips.

Classroom
Classroom (Photo credit: James F Clay)

Each institute’s registration process is a little bit different so first you will want to become familiar with their website, locate exactly which page you need to be on to register. You may also want to set up an account ahead of time, if possible, so when it’s time to register, you don’t have to go through the entire process of entering your name, address, phone, and so forth. Once they make public the date of registration, mark that date on your calendar. I enter it into my Google calendar which also syncs with my iPhone calendar, so that on the day of registration I get a reminder before it’s too late. When the day arrives, be sure you are at your computer at least five minutes ahead of the registration time, find the correct page, and log in if possible. Then sit there and wait.

At about one minute till, I start clicking the “refresh” button on my browser. The webpage will not automatically refresh when the site opens for registration, so you’ll need to force your browser to do it for you. [UPDATE: The GRIP registration page has been changed to include a countdown timer to registration. When that expires, the page will automatically refresh for you. On their new system, it is actually to your disadvantage to click the “refresh” button.) Once that magical registration screen appears, get busy filling in the blanks. You’ll want to get through the process as quickly as possible as some of the courses have been known to fill up in a matter of minutes. Some institutes might require you to pay right then and there with a credit card. I know that both IGHR and GRIP allow you to pay by check as long as they receive the payment within 30 days of registration.

After that’s done, take a deep breath. You made it!

Up next, what to expect during the institute week and a few concluding thoughts.

Genealogy Institutes – Part Four

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In my continuing quest to describe institutes and ultimately convince you to attend one if you haven’t already, this post will highlight the last two of the five major genealogy institutes that I have identified. I have not personally attended either NIGR or SLIG so the following information is a summary from what I’ve learned from reading their websites and from various friends and colleagues who have attended.

2013-08-09 12.32.26 pmI am registered to attend the Salt Lake Institute of Genealogy, or SLIG, this coming January. This institute is hosted by the Utah Genealogical Association and is held annually in January at the Radisson in downtown Salt Lake City. It offers a wide range of topics for various skill levels through 10-12 different tracks. The courses for 2014 are:

  • “American Research and Records: Focus on Families” with Paula Stuart-Warren, CG, FUGA
  • “New York Research” with Karen Mauer Green, CG
  • “Research in the South” with J. Mark Lowe, CG
  • “Advanced Research Tools: Land Records” with Richard G. Sayre, CG and Pamela Boyer Sayre, CG, CGL
  • “Credentialing: Accreditation, Certification, or Both?” with Apryl Cox, AG and Elissa Scalise Powell, CG, CGL
  • “Producing a Quality Family Narrative” with John Philip Colletta Ph.D., FUGA
  • “Researching in Eastern Europe” with Kory Meyerink, AG
  • “Advanced Evidence Analysis Practicum” with Angela McGhie and Kimberly Powell
  • “Advanced Genealogical Methods” with Thomas Jones Ph.D., CG, CGL, FASG, FUGA, FNGS
  • “Problem Solving” with Judith Hansen, AG, MLS

I will be taking the “Advanced Evidence Analysis Practicum” track and I am very excited for the experience. The benefit of this conference, like British Institute, is that it takes place in Salt Lake. Classes take place in the morning and research or homework in the Family History Library. This coming year, the Association of Professional Genealogists’ Professional Management Conference (PMC) is being held a few days before SLIG. I plan to attend that as well. At the writing of this post, their website had not been updated to reflect this yet, but the information was sent to members via email. Keep checking their website for more information.

2013-08-09 12.32.52 pmThe National Institute on Genealogical Research is held in Washington, D.C. annually in July (typically the week preceding GRIP). This institute stands out from the others in that it is very specific in scope. NIGR is not a beginning course and is aimed at a focused examination of federal records, there is only one track with everyone in the same course together. Most of the week is spent at the main branch of the National Archives with one day being spent at the Archives II in College Park, MD. There are optional evening sessions to spend at the Library of Congress and the DAR Library. This institute is different also by the registration format. This one is currently via regular postal mail only, no online registration at this time. You must go to their website and be added to their mailing list. Then, when registration time comes, you need to fill out the application and mail it back as soon as you get it. They have a limited number of spaces in the course so it is important to return the application promptly.

This institute also has two scholarship opportunities that help pay for tuition and some of the travel expenses. One scholarship is from the American Society of Genealogists, the other is the Richard S. Lackey Memorial Scholarship. The details are on their website.

That wraps up the details on the five major institutes. Up next, some tips on registering for institutes and later, what you might expect during your week.