Genealogy at the State Library of Pennsylvania
One thing that many genealogists have in common is a connection to Pennsylvania. Perhaps one of your family tree branches extends back to the early founding of the Pennsylvania colony. Or it may be that one of your ancestors was one of the hundreds of thousands who arrived through the port of Philadelphia. Even if you don’ t have Pennsylvania ancestors the State Library of Pennsylvania has a lot to offer.
Genealogy at the State library of Pennsylvania
In this episode I’ll be sharing with you a video of my interview with two librarians from the State Library of Pennsylvania. We’ll discuss their collections and specifically what’s available through their website. After the interview I’ll show you some specific search techniques that you can use at the State Library of Pennsylvania website, including a trick that you can use with any state library website.
Elevenses with Lisa Episode 46 Show Notes
My special Guests from the State Library of Pennsylvania:
Kathy Hale, Government Documents Librarian
Amy Woytovich, Genealogy Librarian
State Library of Pennsylvania Website
Genealogy at the State Library of Pennsylvania
State Library of Pennsylvania Update
This interview was recorded in December 2020. Here’s the latest update (as of this writing) on the library closure and access:
- The State Library is currently closed to all visitors. However, staff is teleworking. People may send inquiries to ra-reflib@pa.govand staff will answer questions as best they can.
- Renovations have begun on our library in the Forum Building. There may be times we cannot get to the materials requested because of the construction.
- Interlibrary loan services are available, but patrons must check if their home library has the equipment and are open for patrons to use that equipment. The Library still ships all over the U.S.
- Watch their website for instructions on how to access the State Library of Pennsylvania when it does reopen to the public.
The State Library of Pennsylvania Background
The library has been a federal repository library since 1858, and is one of the oldest in the country. The government printing office deposits materials here.
The State Library of Pennsylvania Collection
The State Library of Pennsylvania physical collection includes:
- 30,000 volumes
- 100,000 reels of microfilm
- A million pieces of microfiche
The State Library of Pennsylvania digitized items include:
- County and family histories
- Local histories
- Small church histories from rural areas
- City directories
- Passenger lists
- Regimental histories (Revolution to Spanish-American War)
- Pension Lists
- Pennsylvania Published Archives (collection of military, government, marriage, immigration records from colonial times)
- The 1940 U.S. Federal Census
Pennsylvania Documents
Example: a report for Pennsylvania of the 25th and 50th anniversaries of the Battle of Gettysburg. Includes information gathered at reunions including names, pictures, and more.
U.S. Government Documents – Serial Set
This collection includes reports to the legislature from agencies and institutions. Example: The Daughters of the American Revolution (DAR) were compelled to provide to Congress a yearly report of the names of people approved by DAR. These can be accessed through many libraries, the federal government or by contacting the State Library of Pennsylvania via email: Ra-reflib@pa.gov
State Library of Pennsylvania Research Guides
Amy discusses research guides available on the website. However, here is the link to the topics she specifically mentions such as Cemeteries and Zeamer collection – recorded information about Cumberland County PA cemeteries. General Research Guides page. These research guide pages include links to additional helpful websites.
State Library of Pennsylvania website’s Genealogy Page
At the top of the page look at the For General Public tab which will take you to all of the genealogy research guides. Visit the Genealogy page at the State Library of Pennsylvania.
Newspapers at the State Library of Pennsylvania
The library’s collection of newspapers includes papers from all 67 Pennsylvania counties on microfilm. They do have a lot of digitized newspapers at the Pennsylvania Photos and Documents Collection at the Power Library.
Newspapers at the Power Library
The Power Library
You can find the Power Library by going to the libraries home page, and under the For General Public tab go to Our Collections > Power Library. Or visit the Power Library website at Powerlibrary.org.
- Electronic Databases: you have to be a resident with a library card.
- Digital Documents: you don’t have to be a Pennsylvanian to access this collection.
At the top of the Power Library home page on the right you’ll find Digital Docs and Photos:
Pennsylvania Photos and Documents Collection at the Power Library.
There you will find many materials from Pennsylvania colleges including yearbooks. You can browse by subject area, with Genealogy being one of those areas.
Interlibrary Loan and Lookups
At the time of the interview the library was not open for interlibrary loan and lookups. Check the website for the latest updates.
The library does loan its newspaper microfilm. Up to 5 reels of microfilm per request. Kathy says that if you find a newspaper article at Newspapers.com and you see the title, date and the page that an article is on, you can provide the information to the interlibrary load reference librarian at your local library and place a request for a scan of the article from the State Library of PA microfilm. The article can then be returned to you digitally through interlibrary loan. The digitized scan is yours to keep.
The Librarians Favorite Collections
Amy’s Pick: Historic maps found at the library’s website Home > For General Public > Genealogy and Local History > Maps and Geographic Information. This includes Sanborn Fire Insurance Maps. Note: log in with a library card may be required. Contact the library with questions.
Kathy’s favorite collections include:
- Map Collection consisting of over 35,000 maps.
- The 5 generations from the Mayflower collection.
Usage of Materials
Usage rights and copyright are important considerations when utilizing library materials. Usage depends on the individual item’s copyright. It should be researched as much as possible. Check the meta data of digital images for copyright information.
How to Get Research Help from the State Library of Pennsylvania
“Think of Amy and I as your personal librarians.” Kathy Hale, Librarian
Contact State Library staff by phone at 717-787-2324 or by email at:
- Reference Questions: ra-reflib@pa.gov
- Law Reference: ra-law@pa.gov
- Interlibrary Loan: ra-ill@pa.gov
- Makerspace: ra-edmakerspace@pa.gov
Lisa’s Tips for Using the State Library of Pennsylvania Website
Maps for Genealogy
At the website go to Home page > General Public Tab > Our Collections > Search our Resources.
- Type in a location and the word map
- Use the filters on the right side of the page > Library > State Library
- Click to select a map
- Try filtering to Full Text Online
- Look for the Online Access link, just above Text Item Call Number.
On the map viewer page, click the thumbnail button (looks like a checkerboard) to see multiple pages at a time. You’ll find the Download button in the bottom right-hand corner. The Print button is in the upper right corner.
Cite your source: Go back to the result page, and scroll down. Click the red button called Cite This. This allows you to copy the source citation which you can then paste into other documents and programs.
Newspapers for Genealogy
The Library of Congress Chronicling America website has many Pennsylvania old newspapers, but it doesn’t include all of the newspaper that the library has in its collection. Here’s how to find old Pennsylvania newspapers at the State Library website:
- On the State Library website go to General Public > Research Guides > Newspapers
- Click the link to the Pennsylvania Newspaper Archive
- Browse by title or date, or use the drop-down menus
- On the viewer page, zoom into the desired article. Then click Clip/Print Image
- Right-click on the clipped image to save it to your hard drive.
- The Persistent link is the URL address to your clipping.
Google Site Search Tip
This tip comes from my book The Genealogist’s Google Toolbox and my Premium Membership video The Genealogist’s Google Search Methodology.
Available at the Genealogy Gems store.
Many websites have their own search engine. However, each search engine is only as good as it was programmed. If you can’t find what you want on a website like the State Library PA website, try using a Google site search. Site search tells Google to search for your search terms only on the website you specify.
In my example in the video, you can see that Google found the one page mentioning the surname in a listing of microfilms much faster than I would have found it digging around and navigating the website itself. This page was not a card catalog entry so it would not have come up in a search of the catalog on the website.
Learn More About the State Library of PA Collections
In episode 43 of Elevenses with Lisa we discussed genealogy records available for free at the Internet Archive. The State Library of Pennsylvania has been partnering with he Internet Archive to digitize many additional items from their collection. You can access these items for free at the State Library Internet Archive Collection. This collection includes a large number of World War I materials as well as a growing number of 19th and 20th century pamphlet volumes.
Resources
- Get My Free Genealogy Gems Newsletter – click here.
- Bonus Download exclusively for Premium Members: Download the show notes handout. (Not a Premium Member? Become a Genealogy Gems Premium Member today.)
Two Mysterious Deaths in the Family! Time to Use Google for Genealogy
The mysterious deaths of a father and son present a perfect opportunity for using Google for genealogy.
Recently I heard from Lydia, who has just started listening to my podcasts. She asked a great question that Google can help answer:
“I have two relatives, great-grandfather and great-great-grandfather, who died under conditions where an inquest was conducted. I wrote to the county clerk’s office in Joplin, MO. They were only able to send me the “bill” for both inquests, stating they had no other information. What I want to know, what they didn’t answer, was are they the ones to ask for the inquest report? If it still exists who would have it?”
She shared their names (both Esterline) and details about their deaths and I just couldn’t help myself: I had to Google them myself. There’s nothing like a couple of mysterious deaths–two generations in a row!–to pique my curiosity.
Here’s the path I took and take-home tips to offer anyone looking for genealogical records:
1) A Google search for: coroner’s inquest 1928 
Missouri delivered the Coroner’s Inquest database at the Missouri Digital Heritage archive. From there, you discover that you can request copies of records by emailing the citation for the record you want to the Missouri State Archives at archref@sos.mo.gov. According to the instructions, “The record will be located, the number of pages counted, and you will be notified by email of the cost of the copies. Upon receipt of a check, the copies will be made and mailed to you. There may also be additional notations in the record about other locations where the files can be accessed.” Interestingly, when I searched for her two relatives, I didn’t find them, but there was a file for a woman with the same surname: Esterline. It’s worth seeing if she’s related somehow.
2) I was suspicious about no other Esterlines coming up in the database, so I tried a search in the Archives on Joplin and Jasper to see if other cases from that town or county come up in the results, and they don’t. Further digging reveals: “The Coroner’s Inquest Database project is ongoing; additional counties will be added to the database as completed.” However, it would be very worthwhile to contact them by email and inquire as to where this county is in the queue and where the physical files are now. Another result in that same Google search reveals which counties the Archive currently does have: includes Andrew, Cape Girardeau, Clinton, Cole, Greene, Pemiscot, Perry, St. Charles, St. Francois, St. Louis, and Stoddard (coverage varies by county).
3) After searching a single database on a website like Missouri Digital Heritage, I always look for a global search page, where I can search all databases on the site at once. Missouri Digital Heritage has one here. A search on Esterline brings up not only death certificates (which you probably already have) but city directory entries, newspapers and more.
4) I always recommend that genealogists get to know their record sources. Again, through my Google search I discovered The Laws of Missouri Relating to Inquests and Coroners (1945). This may provide some further insight. And the FamilySearch Wiki is always invaluable. Here’s the page on Missouri Vital Records and it states that “original records are available on microfilm at the Missouri State Archives.”
5) I pretty much always do a quick search specifically at Google Books since they have over 25 million books. I searched Ben Esterline and the first result was a listing in the Annual Report of the Bureau of the Mines (1932) (the year he died!): “FATAL ACCIDENTS— LEAD AND ZINC MINES Ben Esterline, prospector.” The book is not fully digitized in Google Books, but click “Libraries that have it” and you’ll be taken to the card catalog listing in WorldCat which will show you where you can obtain it.
I’m telling you, Google is the most powerful, flexible, furthest-reaching free genealogy search engine out there—and it’s right at our fingertips! But you do need to learn how to use it effectively, or you could find yourself wading through 87,400 results for an ancestor like “Ben Esterline.” Instead, learn the strategies I teach in The Google’s Genealogist Toolbox. This second edition–new in 2015–is fully updated and loaded with techniques and examples on search strategies and tools that help you use Google for genealogy (and everything else in your life!). Click here to order your copy and you’ll start Google searching much smarter, much sooner.
More Gems on Google for Genealogy
7 Free Search Strategies Every Genealogist Should Use
How to Make Google Cache Pay Off in Your Genealogy Research
Using Google Earth to Research Your Ancestors’ Neighborhood
Elevenses with Lisa Episode 22 Video and Show Notes
Live show air date: August 20, 2020
Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn about genealogy and family history.
Please note: As is often the case with technology, sometimes things just don’t work like you think they will. As it turns out, items displayed clearly on my computer in Google Earth were not displaying in the live stream or captured on the video. Don’t worry, if you ever want to create a digital movie of your Google Earth maps, Google Earth has a video recording feature built in so this won’t happen. However, I did everything in this episode live and in real-time through live stream which apparently was at the root of the problem. Keep reading, because I have all the notes for you on what we covered, as well as screen shot images of everything that did not appear on the screen in the video!
Using Google Earth to Capture Your Ancestors’ Neighborhood
It’s a beautiful day in the neighborhood, and we are going to have some fun exploring one of my ancestors’ neighborhoods. Along the way I think you’ll pick up some interesting ideas on how you can explore your ancestors’ lives in a deeper way by getting to know their neighbors.
While you may not find it worthwhile to create a project like this for every family in your family tree, it could prove very helpful for:
- writing a story
- writing a family history blog post or article
- writing a book
- creating a family history story video
- teaching kids about the family history
- satisfying your curiosity!
We see our ancestors’ neighborhoods when we review census records. But have you ever wondered what was life really like in their neighborhood? This project can answer questions such as:
- Did they live close together?
- Did they share the same backgrounds?
- Did any of them work together?
- Did they have things in common?
- Were there a lot of children on the street?
The Google Earth Neighborhood Project
The genealogy project I’m creating in Google Earth in this video is the neighborhood of my great grandparents who lived in San Francisco from 1900-1912. Now, don’t be discouraged if your ancestors were farmers. Remember, everyone has neighbors and a community. Every community has records.
All the techniques covered in this video are covered in detail in my book The Genealogist’s Google Toolbox available here.
Available in the Genealogy Gems Store
The family: Charles Allen & Ellen Burkette
The Census: The 1910 U.S. Federal Census tells us that they lived at 288 Connecticut Street, San Francisco, CA.
Most of their close neighbors, don’t appear on the same page with them. Instead, the neighbors of Connecticut Street appear on the previous page. Always look at the pages before and after the page where you find your ancestor. Often you will find other relatives, close friends, and other people with connections to your family.
For this project we will need the free Google Earth Pro software. Although Google Earth is available in a Web version and an app, these do not include all of the same tools. I always use the software. If you already have Google Earth, check to see if you have the most recent version.
You will also need an a good internet connection to operate Google Earth.
Follow along with the video with the notes below.
Rumsey Historical Maps
In the Layers panel, turn on Rumsey Historical Maps in the Gallery by clicking to check the box. Gold medallion icons will appear on the map. Hover your mouse over the icons to see the title and date. Click the select a map. In the pop-up box, click the thumbnail image of the historic map to automatically overlay it.
The map will be listed in the Temporary Places at the bottom of the Places panel. You can click drag and drop it to any location within the Places panel.
Videos in Placemarks
Videos before and after the great earthquake of 1906 (See Images) Add videos from YouTube to placemarks by copying the Share embed code and pasting it into the Description area of the placemark.
Historical YouTube video displayed in a Google Earth placemark.
Map Overlays
Click the box to activate items like the custom map overlay I created using the 1905 Sanborn Fire Insurance Map of Connecticut Street.
Search for Addresses
Search for addresses like 288 Connecticut, San Francisco in the search box in the upper right corner of Google Earth.
Add Placemarks in Google Earth
Set a placemark for a home by clicking the Placemark icon (yellow pushpin) in the toolbar the top of the screen.
Use Street View to Get a Closer Look
Visit the street up close and person with Street View. Click on the Street View icon in the upper right corner, drag it over to the map, and drop it on the blue line.
Add Photos to Placemarks
Photos can be embedded into placemarks, such as the photo of my Grandpa and his father (See Image)
Photo of my grandather being held by his father displayed in a Google Earth placemark.
and the photo of my Great Grandfather next to his streetcar. (See Image)
Click the placemark to display the photo.
If you add images from your computer, they will only appear when the map is viewed in Google Earth on your computer. If you host the image in cloud on a photo sharing site or your own website, you will be able to share your map file with other people and they will be able to view the images.
Plot Where Your Ancestors Lived Using Placemarks
Search for each family address and mark the locations with placemarks.
3D Models in Google Earth
3D models (like the streetcar I showed) are created by other Google Earth users and are available online. The HTML code is pasted into a placemark. (You can learn more about this in episode 13 of my Google Earth for Genealogy video tutorial series.
Search for Neighbors
Search for the addresses of neighbors you find in the census and other records.
The census image displayed in a Google Earth placemark.
In this case I searched for the address I found for Bertin & Lenora Hall (293 Connecticut.) Bertin was a locomotive engineer, born in the United State, and they were renting their home.)
Add a Folder to the Google Earth Places Panel
You can add folders to help keep your items organized in the Places panel by right-clicking on MyPlaces, and selecting Add > New Folder. Name the folder as desired, and then drag and drop it to the desired location in the Places
Use Historical Maps from a Variety of Years
Comparing the locations with maps from various years helps you see the evolution of the neighborhood. Notice that some maps don’t line up exactly with the modern map. This is due to inaccuracies often found in old maps.
Add Country of Origin Icons
We can learn more about the makeup of the neighborhood by designating their country of origin. Some neighborhoods may be predominately filled with many people from the same country or even village. Others, like my Great Grandfather’s neighborhood, were quite diverse:
Burkett – U.S.
Hall – U.S.
Dunne – Ireland
Becker – German
Harrington – England
Crawford – Scotland
McTiernan – Irish
Rutherford – Canada
Geib – Germany
Customize Placemark Icons
Add custom icon images to represent the family’s country of origin. Images around 40 px x 40 px work well. (Premium Members click here to download the icons I used.)
Customizing the placemark icon in Google Earth
The Google Earth Opacity Slider
Use the Opacity slider to make a map overlay being displayed more transparent. Start by clicking the space just below the map in the Places panel in order to select it. Then click the Opacity button at the bottom of the Places Slide the slider to change the transparency.
Add Details to the Placemark Description
I typed information into the Description area of my placemarks such as their occupation, fully street address and country of origin. Typically the first two lines of text will be visible in the Places Click the placemark to open and read or add all of the information desired.
Researching and Recording Occupations
Explore old maps, city directories, county histories and other resources to locate possible places of employment. You can then mark each location with a placemark. I used the “wrench” icon to represent work.
Search for Locations
Where did David Rutherford work? I searched for “Cannery San Francisco” and sure enough Google Earth found a site in the northern part of the city.
The Neighborhood School
Let’s not forget the children – I marked the school attended by my grandfather and a photo of him with his classmates. (See Image Below)
My grandpa and his school mates c. 1911.
The Future of the Neighborhood
The neighborhood continued to grow well after they left as revealed by another David Rumsey historic map from 1938 found in the Layers Panel > Gallery.
Resources for this Episode
- Live show chat log
- Premium Members: Download the show notes handout
Episode 6 Elevenses with Lisa – Organize Your Genealogy Paper
Live show air date: April 23, 2020
Episode 6 Video and Show Notes
Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn. Click to watch below, and scroll down for all the details from Episode 6.
(Organization training begins at 22:45)
Download the Handout
Premium Members: Show Notes PDF – Genealogy Gems Premium Members can click here to download the show notes PDF for this episode. (Log in required.)
From You:
Elevenses with Lisa is about connecting with each other and sharing ideas around family history. Margaret shared a wonderful story revolving around the recent discovery she made about the historical significance of a teacup collection that at first glance just appears to be a mis-matched lot.
Margaret’s “Bridge Tea” Cups
From Margaret in San Jose, CA:
I inherited these 6 teacups from my Mom, who only told me they were “wedding gifts.” I always thought them odd gifts for newlyweds. Why not a toaster?
Nevertheless, I loved dusting them as a kid, because to me there was nothing more thrilling than a matched set of anything, and the cups and saucers are so intricately decorated to complement each other.
I am in a True Tales/Memoir writing group and I recently read one of my stories aloud (virtually of course) about an ancestor honored at two Bridge Teas to celebrate her engagement. A member spoke up about the tradition at Bridge Teas for each attendee to bring a different matching teacup and saucer as an engagement present to the bride. I suddenly realized my Mom’s teacups were not odd wedding presents. They were given to her at a Bridge Tea by her girlfriends! I look at the six teacup sets now and see a circle of friends, each personality as unique as their teacup, symbols of friendship.
Tech Tip:
Google can’t always find what you’re searching for, and a few days ago they launched a new message that tells you that.
Now, if you run a search and Google can’t find what it determines to be a good match, you will see a prominent message at the top of the search results page that says “no good results available.”
While a message like that can be discouraging at first glance, you shouldn’t stop there. This message doesn’t say that what you are looking for doesn’t exist. It is only saying that Google can’t find it.
There could be several reasons for this, and the search results page will likely contain clues. By following the clues and incorporating the strategies I discuss in my book The Genealogist’s Google Toolbox, there is a very good chance that you can indeed find (with Google’s help) what you are in search of.
Here’s the example I showed in this episode. I was searching for the name of the musical group that Bill’s grandpa performed with in the 1940s, the Centennial Syncopators (seen below in the only photograph I have of the group.) The original was a sepia tone photo, but I love this version that I colorized at MyHeritage (image below.)
Centennial Syncopators musical group. (Salem, Oregon, circa 1940) Grandpa Mansfield is in the back row on the far right.
I was typing quickly on my phone, and as you can see in the image below, I have typos in the first word of my search.
Google indicated that “It looks like there aren’t any great matches for your search.” Google offered a few suggestions for alternative ways to search to try and get better results. Generally speaking, these are helpful suggestions. But as is so often the case, they really didn’t help with the very specific, genealogically-driven research that I was doing.
New Google Message: “No good results.”
Correcting the spelling was important to try, but it didn’t yield any better results.
Google Search – fixed spelling, but still not great results.
Instead of following the suggestions, I used the method I describe in my book. In this case I incorporated a simple search operator – quotation marks – and it made all the difference.
improving the search with the quotation marks search operator.
There, in the first two results, was grandpa’s name: Sydney Mansfield.
There is another strategy from my book that I like to use as well. Instead of digging straight into these Web results, I take just a moment to tap Images to see what my results look like visually. Image results give you a quick visual overview that can help you spot gems that might not be obvious from the snippets appearing in the Web view.
Google Image results.
Tapping the first result yielded a wealth of information.
Sidney Mansfield and the Centennial Syncopators named in an old newspaper.
Not only is Sidney Mansfield listed in the preview of the article (image above), but all of his band mates are too!
Resource:
The Genealogist’s Google Toolbox, 3rd Edition (2020)
New book for 2020 by Lisa Louise Cooke
GEM: DIY Family History Art Project
I’ve been redecorating my family room. this room is really the equivalent of a junk drawer, but MUCH bigger.
Family history and music are central themes in the Cooke household, so I was keen to incorporate both into this room. Below is a photo of my hubby playing the bass in the family room. This was about half way through the project, so things were still a bit jumbled.
The family room “before”
After seeing an episode of Restaurant Impossible where they used an old family photo as artwork in the redesign of a restaurant, I was inspired to do the same.
I started with the 2 ½” x 3 ½” photograph of Bill’s maternal grandpa, Sydney Mansfield, with the Centennial Syncopators of Salem, Oregon (circa 1940). Sid was an accomplished musician, playing the violin and the organ. (Bill was blessed with the musical DNA on both sides of his family. His paternal grandpa started his career playing in a theater orchestra in England at the age of thirteen, was a high school orchestra leader, and music teacher his entire life.)The next step was to scan and dramatically enlarge the photo.
My scanner: The Epson Perfection V550 Photo flatbed scanner. (I LOVE this scanner! It can do the high resolution I need for all my projects. If you decide to buy online, I appreciate it when you use my links because we will be compensated at no additional cost to you. This helps support this free show.)
I set the scanner to Professional mode which provides much higher resolution scanning options.
Scanning resolution: 1200 dpi.
My goal was a very large piece of artwork: 71” x 51” in a matte canvas, preferably mounted.
Printer: PosterPrintShop.com – After seeing the show, the folks at PosterPrintShop.com emailed me and offered a 10% discount promo code for for Genealogy Gems / Elevenses with Lisa viewers. Use coupon code: courtesy10x2020va
I did a lot of research and it was a challenge to find an online service that could meet my project needs. The most important thing to me was the size, so I decided on PosterPrintShop.com. They were able to produce huge custom sizes in the matte canvas. However, they didn’t offer frame mounting. That was fine though, my hubby is very handy and agreed to build the frame.
Wood frame for family history artwork
I uploaded my digital image, and I was happy to see that the printer immediately confirmed it was excellent quality for the enlargement. This gave me confidence that the finished poster would not be blurry or grainy.
In just three days it was up on my wall, sure to inspire many future evenings of music!
Completed project: family history art.
How to Organize All This Genealogy Stuff!
Save yourself future frustration and disappointment by putting a solid plan in place for all the types of genealogical items that will be coming your way: paper, digital files, data, and notes.
I personally use all of the organizational systems that I am sharing with you in this series on the show. They have proven to be reliable and efficient, and I can honestly say I have never lost a piece of paper. All my archival paper is off my desk, within easy arm’s reach.
But don’t take my word for it. Test drive these methods and feel free to adjust to suit your individual needs. Consistent yet flexible implementation is the key to success. Every family is different (and a bit messy) so it’s understandable that you may implement this system with some minor alterations to suit your particular needs.
The most important piece of the organizational puzzle is in your court. Your system will only succeed if you stick to it!
In this episode we discussed:
Organizing All This Paper! The Physical Items Organization System
We begin our genealogical research by pulling together information that we already have around our home. A lot of that information will be on paper in all shapes and sizes. The sooner you establish a place to store it, the sooner you will become more productive.
Genealogy research is becoming more and more digital, but there will always be paper. Typically, the paper worth keeping will be precious items like original documents, postcards, letters, etc.
When you first acquire an item, you will “process” it, as I like to call it. This entails, reviewing it carefully, extracting all pertinent information and adding that information to a variety of locations (your personal genealogy database on your computer, your online family tree, transcription into another format, etc.)
After completely processing the information, you have a decision to make:
- Do you archive this piece of paper? (possibly also digitizing it)
- Do you digitize it and toss it?
- Do you toss it?
If you determine the paper is precious and worth archiving, you will archive it in my 3 ring notebook system. Be absolutely sure that this paper is worth the precious real estate available on your office shelf.
My Genealogy Notebook System
This system organizes your paper to mirror the organization of your computer files (which we will cover in Elevenses with Lisa episode 7.) It is also based on your pedigree chart, meaning that it concentrates on your direct line of parents and grandparents, etc.
Since we can’t realistically keep every scrap of paper, typically the most important will be paper that relates to those ancestors you directly descend from. Whenever possible, opt to digitize (scan, photograph) paper, file it on your hard drive (backed up of course. I use Backblaze available here – we’ll be talking more about data in Episode 8), and toss the paper. Paper saved should be considered archival worthy. All other paper can ultimately be digitized (if desired) and tossed when you’re done working with it.
There are many advantages to my 3 ring notebook organizational system:
- 3 ring binders keep paper items secure, clean and protected.
- They can be stacked neatly on shelves.
- Binders allow you to easily retrieve items for a family.
- When you remove a binder from the shelf, it is obvious where it should be returned.
- Binders are flexible – allowing you to add and remove items easily without disturbing other items.
I have found that organizational systems that are complicated and completely unique are difficult to stick with. My simple binder system is organized under the same logic as the census. This makes it easier to follow and it dovetails nicely with your digital organization (which I’ll be discussing in Episode 7) and your genealogy research.
The census is organized by households (typically families) with a designated head of household (typically the father.) Of course, this isn’t always the case. There are always exceptions. But we are focused on a big-picture over-arching principle that will guide our organization.
Start with the ancestors closest to you. In my example, I began with my grandparents. Each direct line in your tree gets a 3-ring “surname” binder.
Tabs within the binder are organized by the head of household, just like the census. Again, typically, this is the man of the house.
Items are placed in acid-free sheet protectors and filed behind the appropriate head of household tab, in reverse chronological order, beginning with death records.
This process may take a while depending on how much you have already collected. Don’t worry about organizing everything in one sitting. If you have amassed a lot of paper, there is no need to stop all research until everything you have is organized. It’s just not realistic. All you need to do is get the supplies, set up your first generation of notebooks, and any notebooks for the lines you are currently researching. Use this method and file as you research and come across new paper. Schedule blocks of organization time and use that time to go back and process and file your existing paper. By doing this you can continue the fun of genealogy while continually making progress organizing and archiving your paper backlog.
Organizational success also depends on having the material you need on hand. Below is my shopping list, including what I generally think is the minimum number of items to start with. If you decide to buy online, I appreciate it when you use my links because Genealogy Gems will be compensated at no additional cost to you. This helps support this free show.
Shopping List:
- (2) packages of Avery Durable View Binder, 3″ EZD Rings. (They come in packages of four. I find these are high-quality and hold up to constant use.)
- (2) packages of Avery Durable View 3 Ring Binders, 1″ Slant Ring. (they come in packages of four also.)
- (1) package (200 count) Avery Heavyweight Diamond Clear Sheet Protectors, 8.5″ x 11″, Acid-Free, Archival Safe, Easy Load. (My faves! Great quality and safe.)
- (1) set of 3-ring binder tab dividers (Regular or extra-large as you prefer. You can also buy clear tabs for direct line ancestors, and colored for others lines if you wish.)
Setting Up Your First Notebook
Create a cover and spine for your notebook in a simple Word document or other program. Save it as a template so that you can quickly generate covers and spines as needed.
Add the tabbed dividers to the notebook.
Label the first tab as Pending. This is where you will place items for that family line that you have not yet finished processing. Think of this tab as a staging area for paper you acquire throughout your research before they have been entered into your database.
Dividing Tabs: Label the second tab with the head of the family for the generation closest to you. Each generational head of household (Father, Grandfather, etc.) gets a tab. Label the remaining tabs as far back as you can. (Click here to jump to the spot in the episode on YouTube where I show the tabs.)
Generally, I organize the items behind the tabs in chronological order no matter who they pertain to within his family. This creates a sort of timeline. However, for a large volume of documents you could use colored dividing tabs to divide items by each person in his family while that person is in his household. If you do want to break things up a bit, you don’t have to have a colored tab for every family member. You could have one for the wife, and one for all the children. You could even have one for all the kids but break out just your direct ancestor and give him or her their own. Do what works for you, and then stick to it!
How to File Paper in the Notebooks
Filing Records for Women
Documents for female children are filed under their father prior to marriage, and then all documents generated after their marriage are filed under their husband.
A widowed woman has a married name, and her items are filed under her husband’s tab. If she remarries, all her items generated from that point forward are filed under her new husband unless you think you’ll have enough paper to warrant a new book. Otherwise, you can certainly just continue filing paperwork for her and her new husband under that tab. The choice is yours. Feel free to add cross-referencing notes.
Filing Collateral Lines:
Collateral relatives are the ones that descend from the brothers or sisters of your direct ancestors (i.e. nieces, nephews, cousins). File paperwork for collateral relatives under the direct ancestor they are most closely related to, or in a tab at the end of the family binder called Collateral Relatives. (That’s what I do.) Strive to digitize as much as possible. Chances are, you won’t have a lot of paperwork to archive for collateral relatives. If you do, ask yourself if you really need all of it!
Eventually your families will branch out into other surnames, and you will need to start new binders. Use the smaller 1″ 3-ring binder for this purpose.
As your research progresses, you may need to move the family from a 1″ binder to a 3″ binder. But some families, particularly those farther back in your family tree (where there is less original archive-worthy paperwork) will be adequately accommodated by 1″ binders. Save space by not automatically moving families into 3″ binders.
Organizing Heirlooms
My system includes a Family Heirloom Tracking binder and digital file folder. Each page features one heirloom and includes:
- a photograph,
- brief history of the item,
- current location,
- and who will inherit the item.
Free downloads:
Example page from the Heirloom Tracking binder: Click here to download.
Blank Heirloom Tracking worksheet: Click here to download.
Premium Member Downloads:
Notebook cover and spine template Word documents (Log In required) Click here to download.
Why Do You Do Genealogy?
I don’t know about you, but I get asked a lot by people who aren’t into genealogy, “Why do you do it?”
I’ve given this a lot of thought over the years, and I’ve come to an important conclusion:
Quote by Lisa Louise Cooke
Please take a moment to share in the comments as to why you do genealogy. I’d love to hear your personal reasons.
Resources
Premium Members: Show Notes PDF – Genealogy Gems Premium Members can click here to download the show notes PDF for this episode. (Log in required.) Become a Premium Member here.
Watch the Next Episode
Watch episode 7 of Elevenses with Lisa on how to organize your genealogy data.
Questions and Comments
Did you like this episode? What resonated with you? What goals are you setting this week? Do you have a questions for me? Please leave your comments and questions below. I can’t wait to hear from you, and I look forward to seeing you next week on Elevenses with Lisa.