How to name sources in RootsMagic 7 is a matter of personal preference. My preference? Simply and consistently!
Helen recently transitioned from Mac Family Tree 7 to RootsMagic 7. She sent me this question about how to name sources in RootsMagic:
“I stripped out all sources from my old file before exporting the GEDCOM because I wanted to start fresh with a consistent system in RootsMagic 7. I have watched their webinars for sourcing and understand the basic how-to. I’d love to hear your strategy for naming your sources… say census records. If the names are too general, then you have a lot of data entry for each incident. But if the name is too specific, your source list gets very long very quickly. Do you add ID numbers to your sources?
Thanks to Helen for the question! Naming your sources in RootsMagic is really a personal preference, so the first rule of thumb is not so much about what you call them, but rather that you do so consistently. If you have a naming convention that you follow that works, having a very long list won’t be as intimidating.
I used to number my sources long ago in my old database software. Actually that software did it automatically which I really liked, mainly because I put that number in the name of the digital file for the corresponding record image. RootsMagic 7 allows us to attach our images, so that is no longer an issue.
Here’s an example of my simple approach to naming sources:
Record type > Year > Surname > First name (head of household)
Example: Census 1940 Moore Jay Bee
This way, all census records are grouped together in the source list. The date gives me a time frame of reference (i.e. it is Jay Bee Moore my grandfather rather than his grandfather), Surname, then head of households first name.
If the source is about Jay Bee himself, it works. The source may also mention his wife Pauline, and his son Ronald, but I don’t need to take up space including all of those name in the file name. I know that if I need a source for where Pauline was in 1940, I would find her under her husband Jay Bee. This mirrors my hard drive organization methodology, which I teach in my Genealogy Gems Premium videos.
What if there’s another related family on the same page of that census? This is where personal preference comes in. I save that same census page to the other family’s surname folder on my computer as well. Yes, it is a duplication (and I rarely duplicate effort), but in this case it works for me and I’m consistent. I find it fits better with my hard drive organization, and saves me time down the road when I’m working with a particular family. I could have named the source “Census 1940 Kings Co CA ED16-20 p6,” which is indeed one single unique page of that census but that just isn’t as helpful to me later for retrieval.
Remember, these are your sources, and you can do with them as you please. You are the only one who will be working with them. Again, I’m sharing a process that works well for me. And I always keep my eyes open for new and better ways to do things like this, but even when I find them, I weigh them against the question, “Do I really want to invest the time in changing this that I would have invested in research?” Usually the answer is “No!” unless my way has a proven flaw that will cause me more grief in the end.
There are lots of other ways to do it out there. You know me, I often turn to Google for answers. If you have a question, chances are someone out there has had it too. Google can help you quickly tap into answers. A Google search of how to name sources in Rootsmagic leads to a web page called Organizing Source Names in RM5. It’s a discussion forum where someone posted a similar question. There are a couple of very viable options offered and great discussion about how to decide what works for you. This is one reason I like and recommend RootsMagic, which is a sponsor of the free Genealogy Gems podcast–because they provide so many helpful tutorials with their software. Another great resource is a blog series by Randy Seaver (click the label “RootsMagic”) on how to enter a new source and create a citation.
U.S. land entry case files are now free to browse at FamilySearch. We give you a link to a free index to those–and MORE new and updated records for Argentina, Australia, England, France, Germany, Ireland, the Netherlands, New Zealand, Scotland, and other U.S. collections (Crimean War photos, Illinois birth certificates, and more).
Featured: U.S. Land Entry Case Files
Over a quarter million record images have been added to the free FamilySearch database of United States, Cancelled, Relinquished, or Rejected Land Entry Case Files, 1861-1932. This collection gives researchers access to browsable images of case files for those who unsuccessfully applied for homesteads (such as the one shown above; click the image to see its citation), mining claims, and land pre-emptions. Even better–the National Archives website hosts a name index to speed along your search of the browsable records at FamilySearch!
According to a National Archives description of the original collection, “A file may contain the original entry application, correspondence between the officials of the Lincoln Land Office and the GLO in Washington, D.C., receipts for fees paid, public notices, affidavits and witness statements, proof of military service, the entryman’s naturalization records, and documents concerning the cancellation or relinquishment of the entry.”
This collection of Land Entry Case Files includes Kansas land offices at Dodge City and Topeka and Nebraska land offices at Alliance, Broken Bow, Lincoln, North Platte, O’Neill, and Valentine. More records will be forthcoming.
The British Newspaper Archive recently announced it now has a title online for every county in England. (Click here to learn more.) They’ve also updated several London titles and added two new ones, among them the North London News and West London Observer.
Findmypast.com has recently added more than 4.5 million records that can help those searching for ancestors in Wiltshire, in southwest England:
Also new on the site is a collection called Baden-Württemberg, Germany, Family Tables, 1550-1985. A tip from the collection description: “Use the browse fields to sort through the images by City or District and Description of records.”
Ireland—Newspapers
Nearly a million new articles have been added to Findmypast’s enormous collection of digitized Irish newspapers. This unique collection now hosts more than 35 million articles.
Newspapers.com has added Louisville, Kentucky’s Courier-Journal to its collections of digitized newspapers. Basic subscribers have access to just shy of 100 years’ worth of issues (1830-1922) and Publisher Extra subscribers also may access more recent years (1923-2016).
A new online database of The Michigan Daily brings more than 23,000 issues digitally searchable. This is the student newspaper of the University of Michigan. The newspaper archive spans 125 years: 1890-2014. Click here to search it for free.
Google your way to MORE genealogy records like these
Wish you could find similar records for another time or place? Use Google search strategies to target the record types, places and even a specific range of years. You can even search for digitized photographs on Google! Click here to read more about Googling old records online.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
Three new WWI U.S. records collections are available online now for free at FamilySearch! You’ll find census records for nurses in Connecticut, as well as Delaware servicemen records and navy card rosters for Florida. Also new this week are military and census...
There’s a very important story behind each one of your genealogy records. In this video and article we discuss why it’s critically important to understand the provenance of each record. We also talk about specific things to look for as you analyze their meaning. Great genealogy research requires a great understanding of the story behind your genealogy records! Keep reading for the show notes that accompany this video.
The story behind your records includes many important areas to be considered:
Provenance / History
The reason for the record
Information source (primary vs. secondary)
Motivating factors of the informants
Let’s take a look at each of these.
Provenance
In the art world, knowing the provenance of a piece is crucial to understanding its value.
Provenance looks at an object’s origins, history, and ownership. Investigating and analyzing the provenance of a piece can shed light on:
whether the piece is authentic,
whether it truly was created by the attributed artist in the stated timeframe,
What the value of the item might be.
Elevenses with Lisa Episode 37
The principle of provenance is true for genealogical sources, too.
The Story Behind the Records
Provenance is important because it helps us determine how much weight to give the information provided by the genealogical record.
We need to ask When and where was the record created? We are looking for:
Records created closest to the time of an event
Documents created in places associated with your relatives
Documents created by people who knew them or were authorities
Review the Record’s Source Information
It’s important to take the time to review the available source citation information for each record we use. Fortunately, many genealogy websites that provide access to the records of our ancestors also provide critical background information about that record. This can help us find the answers to our questions and help us evaluate how much credence to give the information.
Scroll down and click through to get the rest of the record’s story.
Sometimes it just takes a little digging to uncover the backstory on a record. For example, the census enumerators received detailed written instructions before being sent out into our ancestors’ neighborhoods to collect data. You can review digitized copies (or transcriptions) of those instructions at the United States Census Bureau website for all years of the decennial census except 1800 through 1840.
1860 Census Enumerator Instructions
Finding Aids
Whether you’re researching at home or in an archive, look for or ask for the finding aid or reference guide for the collection you are using.
A finding aid may include the following sections:
provenance
how the materials were used
contents / physical characteristics
restrictions on use
scope and contents note, summary and evaluation
box or file list
Learn more about Finding Aids in Elevenses with Lisa episode 31 featuring the Allen County Public Library Genealogy Center. It includes a discussion of finding aids.
Genealogy Gems Premium subscribers: Learn more from a professional archivist about using finding aids in Premium Podcast episode #149. (Membership required. Learn more here.)
The same holds true for objects that are passed down through the family, whether it be a family Bible or a transcript of a reminiscence you find online.
Whenever possible, consider a source as a whole. It’s tempting to want to zero in on the paragraphs or photos that interest you most, but you may miss out on important information that changes what this source has to tell you. For example, the specific placement of a photo in an album can be as significant as the printed photographic image. A photo’s position can indicate the relationship of the people in the photo to others on the same page, or the timeline of events.
Does the record appear complete?
Take note if any part of the source appears to be missing or illegible, especially if it appears that some of it has been deliberately removed, erased, or crossed out.
You may be able to make more sense of the partial information—or take a guess at why it was removed—as you learn more about the family. There may be a perfectly innocent reason for the change. But you may also be seeing evidence that someone who wanted to erase unpleasant memories or conceal a scandal.
Where has the item been over the years?
Where the source has been kept over time and who possessed it is an important part of provenance. Try as best you can to reconstruct and document the chain of custody of the item.
Resource: Heirloom Tracking Template My Heirloom tracking page helps you document the complete story behind your precious family heirlooms. Premium Members can download the template from Elevenses with Lisaepisode 6.
Is the record the original?
Whenever possible, consult the original version of a genealogical record. Indexes, typed-up copies, or abstracts may not be as complete or accurate. Remember, handwritten or typed copies of older originals may have been made in the days before photocopying technology.
The Story Behind the Document: Motivating Factors
Another important question to ask about a record is Why was the record created? Understanding the motivation of the person, organization or governmental agency creating the document can help you anticipate their possible bias. It can also provide clues regarding information that you would expect or hope to find, but don’t. While the information may seem important, it may not have fallen within the scope of the original intent. Therefore, you may need to look for additional records that can help fill in the gaps.
Tax lists provide an excellent example of why we need to understand the motives and scope of the records we use. When reviewing a tax list, we need to determine if the government was taxing real or personal property and if it was including every head of household or just adult males.
Why was the information provided?
The original purpose of a source is highly relevant to how much faith you put in its contents. Here are a few examples of why the information provided might not be totally accurate:
A woman might have altered her testimony in divorce proceedings in an effort to minimize damage to her own reputation and future.
Newspaper articles may be filled with a variety of biases by the author, publisher, or those being interviewed.
A man may have lied about his age or citizenship on a draft card, either to avoid military service or in order to be included despite being underage.
Comparing the record with similar records can help reveal where the truth lies.
Who was the informant?
The information on a record is the person who supplied the information. Sometimes this is the same person who created the record, such as the writer of a diary. In the case of a U.S. census, the informant is the person in a household who told the census enumerator about the people who lived there. In many cases, it’s impossible to know who the informant was. Thankfully in 1940, census enumerators were instructed to mark the informant with a circled “X,” as shown in these two households. This is just another example of the value of doing
Reliability of Informants
A source may have multiple informants. Each may have had unique knowledge of the situation. For example, on a death certificate a relative may provide the personal information while a physician provides the death-related information.
If the informant shares the deceased’s last name they:
likely are a relative
likely had first-hand knowledge of the deceased’s marital status, spouse’s name, and occupation.
(if father or brother) likely have provided primary information relating to the deceased’s birth, and parents’ names.
Even when a relative is close, we need to stop and think about whether they knew the information because they experienced it first-hand or were told about it. For example, if the informant was the deceased’s father, the information about the deceased’s mother (his wife) such as birthplace would actually be secondary since he presumably wasn’t present when she was born! And that leads us to understanding the difference between primary and secondary sources and information.
Primary & Secondary Information
Historical evidence can either be considered primary or secondary information. Genealogical scholar Thomas W. Jones defines these terms in his book, Mastering Genealogical Proof:
“Primary information is that reported by an eyewitness. Primary information often was recorded soon after the event, but it may be reported or recorded years or decades later.
Secondary information is reported by someone who obtained it from someone else. It is hearsay.”
Interestingly, the same document can include both primary and secondary information. It helps to think in terms of primary and secondary information instead of striving to designate the source document as primary and secondary.
How do all these clues add up?
It’s clear that as genealogists our goal is not only to evaluate each family history source, but also each piece of information it provides. Asking the right questions helps us ultimately answer the all-important question: how much do you trust what this record is telling you?
Answers to Live Chat Questions
One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.
From Debra L.: Is the book (A Cup of Christmas Tea) good to give to 12 year old tea lover? From Lisa: It has a wonderful message for any age of caring for others in the family, especially older relatives. (It’s not really about the tea 😊)
From Mary P.: As custodian of my parents’ life memorabilia I need help with the 5ish address books. Can you suggest an attack plan to glean information, what to store/record\research online etc. ? I’m overwhelmed. From Lisa: It’s really a matter of how much time you have. I would lean toward transcribing them into Excel spreadsheets that can then be searched and sorted, including a column to indicate the relationship (friend, co-worker, relative, etc.) Store the books in an archival-safe box like this one.
From Mary P.: I’m back, can you help with this project? My grandfather built two houses in Garwood, NJ about 1920. I’d like to find information on their construction and owners/renters over time. From Lisa: Elevenses with Lisa episode 20 & episode 28 have everything you need!
Elevenses with Lisa Archive
Premium Member have exclusive access to all of the archived episodes and downloadable handouts. Visit theElevenses with Lisa Archive.
Grab your mug! This Elevenses with Lisa LIVE show is exclusively for Premium Members. In this Premium episode we’ll be discussing how to find hard-to-find genealogical records. Our case study will be on divorce records, but you use these strategies with all types of records.
Show Notes – A Case Study: Divorce Records
Are you having trouble finding a particular genealogical record you need? It happens to all of us, so in this episode we will take one Premium Member’s question and follow the process of how to find those elusive records.
“I have found my great-grandma’s sister in 1910 census in Boulder, Colorado. In 1911 her husband had moved to Arkansas and married his second wife there. In a 1912 city directory of Boulder, Colorado, this sister is listed as a widow. Also listed as a widow in 1920 census. I have looked in Arkansas and Colorado for a divorce and have found nothing so far. I’m not sure what my next step would be.”
This is a great example of what we’re talking about. Everything you know so far indicates there’s a record out there, but it’s not in the usual places.
The process we will cover can apply to any type of record, though certainly not every situation. But I think it’s a great exercise for us all. And if you’re like Georgiann and specifically looking for a divorce record, well then you’re definitely going to be able to use these strategies in a very specific way.
State the Research Question
Great research plans begin with great research questions. The question should be specific. If it feels a little broad, try to break it down into a number of more specific questions. In this case our research question is: Did Clara and John Byerly divorce?
Create a research plan
Not every genealogical search requires a plan. However, when a record is hard to locate, that’s the perfect time to use this more structured process. A research plan doesn’t have to be formal, but it does help you search in a more strategic way.
Create a Timeline:
A timeline can help you tease apart the events and determine your target. Here’s a brief timeline for Clara B. Byerly:
1910 – Boulder, CO, listed as married in the census
1911 – her husband remarries in Arkansas
1912 – Boulder CO, listed as widowed in the city directory
1920 – Boulder CO, listed widowed census
Target identified: Divorce record between 1910 and 1911.
Identify the states where the divorce likely occurred
Google maps is an easy way to find your best geographic targets based on what we know. Here are our top two for Clara based on the current records:
Colorado
Arkansas
It’s worth making note of the bordering states on the way to Arkansas where her ex-husband John remarried just in case he filed for divorce: Kansas, Oklahoma, Texas, New Mexico.
Target update: Divorce record between 1910 and 1911, in Colorado or Arkansas.
Identify the Types of Records to Look for
Next, make a list of the types of records that might be able to tell us what happened. In Clara’s case, divorce records are our first choice, but other types of records may help. Here’s our list of targets in priority order:
Divorce
Newspapers – Is there an article or notice about the divorce?
Marriage – What does John say his marital status is at the time of the second marriage?
List where each record might be found
The next step in creating your research plan is to brainstorm a list of potential locations for each record target. Here’s our starting list for this case:
Google search (state libraries, courts, other niche genealogy sites)
Note: the search feature at the genealogy websites listed don’t search all collections. Check the Card Catalog as well.
Newspapers:
Chronicling America(free) Check the Newspaper directory as well for offline papers.
Check the top newspaper websites ($) to see if they have papers that match the target time and place (Newspapers.com, GenealogyBank)
Google Search for repositories
As Georgiann discovered, in this case, the genealogy websites do not have a divorce record for Clara and John Byerly.
Online Searching for Online or Offline Records
If you can’t find the record you need at one of the big genealogy websites, it’s time to search online for records that may be on another website online, or listed in the catalog of a repository and online available offline.
When googling, we focus on finding the record collection rather the ancestors. Try both broad search and narrow searches so you catch everything. Your query will include targeted information such as type of record, geographic location and timeframe.
Example of a broad search query: Colorado Divorce Records
Example of a narrow search query: “divorce records” “boulder county” 1910..1912
In this query we place quotes around the record type to tell Google we want websites that include these exact phrases. Dates can be presented in a numrage search where we put the first date, two periods, and the second date. This tells Google to return only website that include a date (4-digit number year) that falls within this range. Learn more about Google search strategies in my book The Genealogist’s Google Toolbox.
Colorado Divorce Records Index, 1880-1939: see the Colorado State Archives Historical Records Index Search (note: previous search result – check this site.)
This website remind us that although they provide an online search it is incomplete: “You can search for historical divorce records at the Colorado State Archives website here. This is not a complete database. If you don’t find the records, contact the State Archives directly.” This is the case with many libraries and archives.
Thankfully, we hit the jackpot at the Colorado State Archives. A search of the historical index for Clara Byerly retrieved the details of the record. Georgiann can use this information to order a copy (for a fee) from the archives. It’s always advantageous to see the original record as there could be an error in the transcription, and it may include additional information.
Our timeline for this case now looks more complete:
1910 – “married” in the census Boulder, CO
1910 – July 2 Divorced in Boulder, CO
1911 – husband remarries in Arkansas
1912 – “widowed” Boulder CO city directory
1920 – “widowed” Boulder CO census
More Online Strategies: Websites to Check for Links to Records
Sometimes we’re looking for a record that doesn’t exist because things didn’t happen the way other records lead us to believe they did. In this case the question is “Did Clara and John Byerly really divorce?” It’s very possible that he left her and they didn’t formalize their divorce in Colorado. Also, a woman stating that she is a widow could be for the purpose of covering that up, or if they did actually divorce, to avoid the social stigma of being divorced.
If we exhaust all resources for divorce records and come up empty handed, we can then move on to the other record types. Getting the marriage record for the second marriage may answer the question if he disclosed the first marriage.
More Records to Look for Marriage Status and Divorce
In addition to actual historical divorce records check:
newspapers
obituaries
city directories
Census – Sometimes “M2” is listed indicating a second marriage. Did the husband in this case get listed that way?
