Using Vertical Files in Archives
Vertical files in archives are like Forrest Gump’s proverbial box of chocolates: you never know what you’re going to get. The Archive Lady Melissa Barker shows us the fabulous genealogy finds that may be awaiting you in an archive somewhere. The family history you may...A Call to Reopen the U.S. National Archives
Video and Show Notes
On their website, the U.S. National Archives states their mission is to: “provide public access to Federal Government records in our custody and control. Public access to government records strengthens democracy by allowing Americans to claim their rights of citizenship, hold their government accountable, and understand their history so they can participate more effectively in their government.” (Source: https://www.archives.gov/about/history/about/history/history-and-mission)
Shockingly, as of February 2022 the archives has not been fulfilling that mission for nearly two years! (Source: Visit each facility web page listed at https://www.archives.gov/locations)
Please share and help get the word out.
My guests Geoff Gentilini, President of the Archival Researchers Association, and Jessica Taylor president of the international genealogy research firm, Legacy Tree Genealogists explain:
- more about the situation,
- its far-reaching impact,
- and what you can do to help.
Please make time to watch this important video and support the genealogy community! Sign the Petition: Two Years is Too Long: Reopen National Archives Research Rooms
Watch the Video
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Show Notes
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Geoff Gentilini is the president of the Archival Researchers Association. He is a professional researcher specializing in military records, individual veteran searches, unit histories, and family history research. He is the owner and project manager of Golden Arrow Research. In 2011, Geoff devised a unique process to rebuild the service histories of individual WWI, WW2 & Korean War veterans whose personnel records were lost in the 1973 archives fire. His work has enabled thousands of descendants to gain a better understanding of their ancestors’ military service. He is the president of the Archival Researchers Association, an organization that has been instrumental in advocating (to Congress) for an increase in the budget of the National Archives.
Jessica M. Taylor serves as president of international genealogy research firm, Legacy Tree Genealogists, and as a board member for the Association of Professional Genealogists, the Genealogy Business Alliance, and the Association of Genealogy Educators and Schools. With a degree in Family History – Genealogy and over 20 years of experience, Jessica loves contributing to the genealogy community and pushing the industry forward to better help others discover their roots.
The Scope of the Records at the National Archives
Lisa: Can you give our audience a quick overview of the scope of the records that are housed at the National Archives?
Geoff: There are about 46 facilities, including 15, presidential libraries, 14 archives, 17, federal record centers, and these are spread out across the country. They contain more than 13 billion textual records, 20 million photographs, 40 million aerial images, there’s 75,000 miles of film. These records tell our national story. The holdings are massive.
Today, something like 1% of this material is online. Researchers access the other 99% of these records in our nation’s public research rooms, which are scattered across the country.
I think the National Archives has the goal of digitizing somewhere near 3% of these records by the year 2024. But as we all know, just because something is digitized, that doesn’t necessarily mean that it’s going to be online or usable for research.
Jessica: The first time he said, you know, 99% of the records are digitized, I said “no way, there’s no way that that could be true.” So he sent me information that’s put up by the archives, and I did the math. And I said, “Holy cow, you know, it’s absolutely true.” There are records there that you can’t get any other way, besides going in person to get those records.
Research Rooms
Lisa: I did an entire hour show on the National Archives website last year, and it got on my radar as well, that as wonderful as the site is, and it’s got some access to some things, it’s such a tiny fraction! This means there’s a treasure trove remaining, but you have to access it in person.
(How to Search the U.S. National Archives Online Catalog for Genealogy with Lisa Louise Cooke.)
Jessica, that leads us to the research rooms because that’s where we gain access to the records. What and where are the research rooms? And who uses them?
Researchers
Jessica: There are 14 National Archives research rooms spread around the country. Washington, DC has a major one. There’s one nearby in College Park, Texas, a few on the West Coast, one in Missouri. So they’re spread out throughout the country.
Each one of these research rooms has different records. So, like we said, they’re all paper still, and in different facilities. If you want a certain type of record, you have to go to that facility to get it.
The people who use these research rooms are obviously genealogists, that’s my primary interest in them, historians, authors, filmmakers, and lots of use for veterans. There are educators, students, I mean, there are so many groups who need these records and have been on hold.
I have a friend who is working on a book that she’s had to put on hold for two years because she needs the information that’s in one of the archives. She can’t complete the book until the archives opens.
The Impact of the Research Rooms Closures
Lisa: Geoff, I know that you work a lot at the National Archives in St. Louis, can you explain to our audience the significance of that particular location, and its closure, and particularly on veterans? How are they affected?
Geoff: The Research Room in St. Louis is really special because it contains the personnel records and military records that tell the story of the men and women who served in the armed forces. These are records from World War I, World War II, the Korean War all the way up through Vietnam, and later.
Many living veterans and veterans’ advocates rely on researchers to work on these more complex research cases. They help to reverse denied benefits claims in many cases. This type of work has been stalled for two years!
From the historical record side of things, this is the work that I used to do primarily in St. Louis. I would rebuild the service histories, the individuals whose records were lost in the 1973 fire, primarily veterans of World War II but also World War I, and the Korean War. Families who really knew nothing about their loved ones service could gain closure by understanding their contribution to the war effort.
This research in St. Louis also helps to do things like correct grave markers for veterans and locate the remains of fallen soldiers who were lost on the battlefield.
At this point, there hasn’t even been a minimal reopening in St. Louis, the way that there was at some other research locations.
Lisa: You’re talking about veteran records. I imagine that people are trying to verify benefits. Don’t you guys work with people who volunteer to help veterans get the records they need so that they can apply for their benefits or is that stalled?
Geoff: Yeah. There is a massive backlog right now of requests that come in from veterans and their families for DD 214 records. These are like the military discharges that you can use to when you’re seeking benefits to get a home loan and things like that. What has happened is that the historical research portion of the archives there has not been reopened, because of that enormous backlog. But at this point, it’s been two years, and they’ve sort of locked the doors. But that that backlog is still growing. The St. Louis Research Room is also a smaller Research Room, and we believe it can be reopened by leaving a smaller footprint.
Lisa: Jessica, can you give us a sense of the financial impact of these closings on the people who rely on access to the research rooms for their work?
Jessica: When when COVID first hit in 2020, and they were closed, that’s the time period when I got in contact with Geoff. What drew me to trying to help his organization initially was people like Geoff who are completely out of work. Their businesses revolve around access to archives, to the National Archives, to specific facilities in specific regions. And so, I thought, wow, I’ve got to help them be able to work again, right?
So we’ve tried and now two years have gone by, and I just can’t imagine how these people are faring. Because they’ve been out of work for two years. I just talked with somebody on LinkedIn who reached out about this petition, and he was so thankful that we have this petition and said, “Well, I’ve been so frustrated. I was actually told, you know, shame on me for building my business model around relying on the National Archives.” And I thought wow, how sad that we can’t rely on the National Archives to open. It just hurts my heart. I mean, beyond that, there is this author I mentioned who is trying to finish her book can’t finish it. It’s been two years!
And of course, we have many clients who have ordered genealogical research that we can’t finish. Many have asked for refunds, because two years is a long time to wait for something like this. So unfortunately, it definitely has had an impact in the genealogy industry and other industries as well.
Geoff: The work that we do is important work. It’s specialized skills, too. And after two years, we’re starting to see our colleagues quit and move on to other things, because how long can you sustain yourself without being able to access these records that enable you to do your job? So that that’s something else too. It’s a loss for the public. We’re losing the expertise and the people that help to tell these stories by accessing these records.
Will the National Archives Reopen?
Lisa: Let’s talk about the reopening because right now, we’ve looked at two full years of closure and lack of access. I was doing some research in anticipation of getting together and talking today and I was looking at what the National Archives is saying about their policy and what they call high, medium and low risk. Even if the risk is considered low, they’re not saying full reopening. They’re talking about appointments and screenings and things.
I know that David S. Ferriero, Archivist of the United States, put out a letter, the most recent one I could find was November 8 of 2021. He says “at low transmission level staff will be on site to complete all types of work, and research rooms are expected to remain open by appointment only.”
Geoff, does that sound like an organization that’s planning on and anxious to get back to full time access?
Geoff: Yes, well, it certainly sounds like a difficult system for someone who would need to be able to do their job five days a week and get in there and really access these records in the way that we need to, to do our jobs. We really are trying to look past that. The restrictions, until we can get back to a level of normalcy, at least in the level of access to records, the sliding scale system with the case rates, and how they open and close. This appears to be how the federal government has structured things for the agencies that fall underneath of the executive branch, the IRS, and the Social Security Administration. Some of this is out of the hands of the archives management.
Other things we think they might be able to do when they do open to kind of prioritize the research rooms and get them back to functioning at pre pandemic levels. That’s really what we’re seeking. We kind of feel like where there’s a will there’s a way. And when 99% of the records that you work with are physical, it really demands that you have the staff and be open to meet that public demand.
Lisa: I noticed on the petition website, which we are going to talk about, there is a way that our viewers can help try to get the message forward to those in power to make a different decision and maybe open this up.
One of the things that’s interesting is that the museum in the Washington DC area is open. It’s in the same building as the research rooms, and those are closed.
Geoff, have they told you anything about ‘here’s the mark, here’s the goalpost? When this happens, we will welcome you all back.’ Do you have any sense of what that place is?
Geoff: I think that the pandemic has been so unpredictable that no one is willing to make any type of you know, there’s no clarity. Everyone is sort of seeking cover. And in this hyper partisan environment that we live in today, nobody’s willing to kind of stick their neck out and say, ‘Well, this is what we’re going to do to take initiative, be imaginative.’ And that’s really what we need so that we can function in a type of new normal when it comes to research.
We know that we’ve got vaccines – 95% of the federal workforce is vaccinated. I believe that you have to either show proof of vaccination status to get inside of the archives or show that you’ve had a negative test. And then of course, you’re required to wear a mask. So, there are things in place to make sure that we have a safe environment when we’re researching. So, the public is safe, and the staff are safe. We just need to figure out how to get back to pre-pandemic levels of access, even if we do have some new restrictions in place, like masks or vaccines or things like that.
Jessica: Geoff mentioned to access the archives, showing that you’re vaccinated, using a mask. So that was in place during the couple of weeks that two of the archives were actually opened in November. We had two archives opened for a couple of weeks, in November. And we did follow all of those protocols. However, they were closed, and the other facilities around the country have never opened since March 2020.
Lisa: And of course, since then, with the coming up Omicron, we know that the vaccinated get ill just like the unvaccinated. So, you’re right, it keeps changing and keeps moving. And that’s where the lack of the goalpost is kind of a challenge.
Let’s talk about some of the ways you’re trying to communicate with the National Archives to see what could be resolved so that everybody feels good about what’s happening and can participate and get what they need.
How You Can Make a Difference in the Reopening
Jessica, you’ve put a petition together. This is what first came to my attention. Tell us about what that is and what your goals are.
Jessica: Absolutely. A main goal that I have with this petition is I just thought ‘I can’t let over two years go by with these important archives being closed, and the leaders of the archives not receive a united strong message from our communities that we care about this, and that it affects us.’ So a major goal is I just want to be able to show them how many people care that they’re closed, especially because it affects us not only now, but genealogists and historians have a long history of having to fight for public access to records.
I don’t want those leaders to look back on this event, years into the future and think ‘well, nobody really seemed to mind that they couldn’t access those records.’ I want them to know that many, many thousands of people cared that they couldn’t access the records.
The ask of this petition is that they reopen by sometime in March 2022. That will be a full two years that many of these facilities have been closed. We’ve seen many other events and businesses and groups have been able to safely reopen, I think that the National Archives is capable of doing the same. I think that it’s important that we ask for that strongly and in the united fashion.
The petition is at https://change.org/reopen archives. We want thousands of signatures. We have about 3000. We’d like to at least double that. We want them to know that these archives matter to the citizens of the United States and the world.
The Petition: Two Years is Too Long: Reopen National Archives Research Rooms
Lisa: I wholeheartedly agree. And I know you’ve just had it up a couple of days, and that’s an amazing start right out of the gate.
As you said, there’s a lot of different players involved who make the decisions, but it’s so important that we make our voice known and our needs known because how else would they incorporate that into the decision-making?
Anything else Geoff that you want to mention about this and things that you would encourage people to do?
Geoff: Something else folks might think about doing is reaching out to your house representative to your senators and just letting them know that you care about this issue that you want to see the archives open all the research rooms back open again. Citizens need and deserve access to government records. That’s the archives mission.
Lisa: it certainly is, and I really appreciate and respect that the two of you have taken some action and made your voices known and hopefully we will ask everybody here watching to help do the same.
Jessica: And please share, you share it, sign it and also share!
Lisa: Yes, That’s the best way to get the word out. Everybody knows another genealogist!
Resources
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Colonial Genealogy: Find Your Early American Ancestors
Early American Ancestors Research
Elevenses with Lisa Episode 33
Lindsay Fulton, VP New England Historic Genealogical Society (NEHGS)
In this episode we head back to 17th century New England with Lindsay Fulton of the New England Historic Genealogical Society and AmericanAncestors.org
Lindsay Fulton is with American Ancestors and New England Historic Genealogical Society where leads the Research and Library Services team as Vice President. She is a frequent contributor to the NEHGS blog and was featured in the Emmy-Winning Program: Finding your Roots: The Seedlings, a web series inspired by the popular PBS series “Finding Your Roots.”
Watch the video and follow along with the show notes below as we cover how to get started researching our early American ancestors. Lindsay will also provide her top genealogical resources.
Getting Started with Colonial-Era Research
During this period of American history, New England includes:
- Connecticut
- Maine
- Massachusetts
- New Hampshire
- Rhode Island
- Vermont
To get started in Colonial-Era genealogical research, Lindsay says the first thing you need to do is put your ancestors into an historical context:
- When did they arrive in New England?
- Where did they migrate to?
Significant dates and events at this time include:
- The Mayflower’s arrival in 1620
- The Great Migration: 1620-1640, with the peak years between 1633 and 1638.
- The Civil War in England, which slowed migration.
Turn to the book The Expansion of New England, The spread of New England Settlement and Institutions to the Mississippi Rover 1620-1865 by L. K. Mathews. Published in 1909 this important book includes 30 to 40 historical maps.
More Resources for 17th Century American Genealogy Research
Book: Genealogists Handbook for New England Research, 5th Edition. Edited by Michael J. Leclerc. This book includes important detailed information on towns, cities, and states. It will help you determine where to look for records during a given timeframe.
Resources at the American Ancestors website
- AmericanAncestors.org > Town Guides (Free)
- AmericanAncestors.org/town-guides/ for New England
Early New England Finding Aids
Finding Aids provide a comprehensive list of all the available records for a person / family.
The first place to look for people settling in New England prior to 1700: New England Marriages Prior to 1700 by Clarence Almon Torrey. This book includes scholarship prior to 1962. Learn more about it here.
The next place to look: Founders of Early American Families by Meredith Colkert. Scholarship goes a little further than 1962 and ventures beyond New England. This book covers 1607-1657.
The next place to look: New Englanders in the 1600s, A Guide to Genealogical Research Published Between 1980 and 2010 by Martin E. Hollick. At the beginning of the book there is a key to all of the original sources. For example, TAG refers to The American Genealogist.
From Lindsay: “The thing about 17th century research, like a said at the beginning, the most studied people on the planet. So, don’t reinvent the wheel, don’t drive yourself crazy trying to find all of this information on your own. You have to stand on the shoulders of those who have come before you. There are all of these people who have done all this research before. Please look at first. Always look at with a little bit of hesitation because there’s always possibilities that mistakes were made. But at least take a peek at what’s already been done first!”
Colonial-Era Study Projects
The first example that Lindsay provided of a study project for early American ancestors is the Great Migration Study Project (searchable online database at AmericanAncestors.org)
- Directed by Robert Charles Anderson, FASG
- Started in 1988
- Genealogical and biographical sketch for immigrants to New England from 1620 to 1640
- Fourteen published volumes
- Newsletter (bound versions available)
- Tours and other educational programs
- Searchable online databases
Published Volumes:
- The Great Migration Directory, Immigrants to New England, 1620-1640
- The Great Migration Begins: Immigrants to New England 1620-1633 (3 vols.)
- The Great Migration: Immigrants to New England 1634-1635 (7 vols.)
- The Pilgrim Migration: Immigrants to Plymouth Colony 1620-1633
- The Winthrop Fleet: Massachusetts Bay Company Immigrants to New England 1629-1630
- The Great Migration Newsletter, vols. 1-20
- The Mayflower Migration: Immigrants to Plymouth, 1620
Those who are included in the study project:
- If person appeared in a record
- Direct or indirect implication of arrival
- Appearance of an immediate family of a person known to have arrived
The second study project example was the Early New England Families Study Project
- Directed by Alicia Crane Williams
- Genealogical and biographical sketch for those who married in New England from 1641 to 1700
- Grouped by year of marriage
- Two published volumes
- Searchable online database
- New sketches posted online
Who is included:
- Using Clarence Almon Torrey’s New England Marriages Prior to 1700 as guide
- Anyone who married in New England in this time period and included in Torrey
Compiled New England Genealogies
There are millions of compiled genealogies available for early American ancestors. Lindsay discussed three publications (available in book form) that are state specific:
- Pioneers of Massachusetts 1620-1650 one of many book by Charles Henry Pope
- Genealogical Notes, or Contributions to the Family History of Some of the First Settlers of Connecticut and Massachusetts, by Nathaniel Goodwin
- Genealogical Dictionary of Maine and New Hampshire by Noyes, Libby, and Davis
Example from a New England compiled genealogy.
Periodicals
- New England Historical and Genealogical Register (published since 1847)
- New York Biographical & Genealogical Record
- The Mayflower Descendant
- The American Genealogist
- and more!
These can be searched on AmericanAncestors.org: Database Search > Select the Category Journals and Periodicals, and then scroll through all of the available items. They are fully searchable. You will be able to see the actual record. You can download and print the items.
Mayflower Research Resources
The Silver books and the Pink books done by the General Society of Mayflower Descendants. It’s looking at those passengers with known descendants. These are only available currently in book form. If you are interested in applying to the Mayflower Society, they accept these as original records. You can cite the pages. (Learn more about Mayflower related resources at American Ancestors.)
Mayflower Families 5th Gen. Desc.
- Available at AmericanAncestors.org
- Index of all the 5th Generation descendants,
their spouses and children - 31 volumes in total.
- Over 385,000 searchable names
Visit: Database List A – Z at American Ancestors.
If you click Mayflower Families Fifth Generation Descendants, 1700-1880, it will take you to a search page where you can search by names and years, or search by volumes. It will bring up all of the available records.
General Society of Mayflower Descendants (GSMD) Membership Applications, 1620-1920
- New – available soon. Only on AmericanAncestors.org
- Contains all Mayflower Society Applications for applicants born before 1920. Approximately ~30,000 applications
- All data indexed for each generation
- Available to: American Ancestors & NEHGS Members, FamilySearch Affiliate members, and GSMD Members.
New England Genealogy Records
When doing New England genealogy research look for the following records:
- Vital Records
- Church Records
- Cemetery Records
- Probate Records Court Records
- Town Records
- Military Records
- Notarial Records
Usually you’ll be looking at the town level. This is why you must know where your ancestors were living, and what the place was called at that time, and what the borders were.
Be sure to check out 17th-Century New England Research page at the American Ancestors website for more New England tips, tricks and strategies.
Answers to Questions about Early America Genealogy Research
You can schedule a consultation with an expert genealogist on staff at NEHGS.
Length: 30 minutes to 2 hours
Conducted over Zoom or over the phone. A recording is provided.
Contact: research@nehgs.org
Fee: $85 (members) or $105 (non-member)
More on Using the American Ancestors Website
Premium Podcast episode 177 (Genealogy Gems Premium Membership is required.) In this episode we explore the New England Historic Genealogical Society’s American Ancestors website with Claire Vail, Director of Creative and Digital Strategy for the New England Historic Genealogical Society.
Answers to Your Live Chat Questions About Colonial American Genealogy
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 Susan W: Is there a source for Rhode Island? (I’m not sure if she was thinking about one particular resource you mentioned or generally. Perhaps she just needs a RI finding aid?)
From Lindsay: Yes! American Ancestors-NEHGS has a fantastic guide to Rhode Island research, which you can access with a free guest membership here.
From Cindy A: What percentage of the items you showed would require a paid membership?
From Lindsay: The majority of the databases shown are included as a benefit of membership with American Ancestors-NEHGS, but if you are interested in Colonial American genealogy, you should consider membership. We have hundreds of databases that will help you to discover more about your 17th and 18th Century ancestry. You can learn more about these databases (and books in the library) with a free guest membership.
From Sue M: What resource was Nathan Snow in. He’s related to my BATES family.
From Lindsay: Nathan Snow was included in the American Ancestors-NEHGS database, Mayflower Families Fifth Generation Descendants, 1700-1880. This database supports the following searchable fields: First and last name, Year, Record type, Location, Family member names: Spouse, Mother and Father (where available), Keyword – for names in the lineage text of direct descendants.
From Kathy M: Excellent. Can you comment on both land inheritance (i.e. did it follow English primogeniture) and on best sources for finding 1600 female ancestors’ family names.
From Lindsay: Alicia Crane Williams wrote a blog post about this entitled, Probate records: Part One, where she states, “for the most part, a testator could leave anything to anyone, unless they were dealing with colonies such as Virginia that followed the laws of primogeniture where all real estate was left to the oldest son. This did not apply in New England, although it was customary to follow the legal model of giving a double share to the oldest son. A legitimate heir who was left out of a will could potentially contest it in court, thus the bequests of one pound or one dollar to cover any claim that someone had been accidentally forgotten.” For more information about land inheritance in New England (and the U.S.), you should examine Wade Hone’s Land & Property Research in the United States. It is an excellent deep-dive into land records. As for female ancestors’ family names in the 1600s, I would recommend examining Torrey’s New England Marriages and Hollick’s New Englanders in the 1600s. Those are the two best places to start your search for the ladies in your family (I covered these in the episode too).
From Louann H: Suggestions for time period 1660-1776?
From Lindsay: Many of the resources discussed during the presentation covered the 17th century, and would be your best bet for resources for 1660-1700. You can learn more about these databases (and books in the library) with a free guest membership. After 1700, there are few compiled resources similar to the Great Migration Study Project; however, you could start with a search of the American Ancestors-NEHGS Library catalog. We have thousands of published genealogies that may cover your family history in the first half of the 18th Century.
From Jane C: This has been wonderful, doing Mayflower research. What are Notarial Records?
From Lindsay: Notarial records are a private agreement written by a notary in the form of a contract. Some of the most common ones are marriage contracts, wills, estate inventories, leases, and sales contracts. While they were not common record keeping practices in New England and New York, notarial records were plentiful in Quebec. You can learn more about them by watching our free webinar called Navigating Notarial Records in Quebec.
News You Can Use: Google Photos Update
Google Photos is currently the home of more than 4 trillion photos and videos of users around the world. According to Google, 29 billion new photos and videos are uploaded every week. They just announced that starting June 1, 20201 “all new photos and videos backed up in High Quality will count toward the free 15 GB of storage that comes with your Google account or any additional storage you may have purchased, the same way other Google services like Google Drive and Gmail already do.”
Watch Elevenses with Lisa episode 23 to learn more about Google Photos.
In that episode we discuss that “High Quality” is the slightly compressed version of images and videos and “Original” quality are full size, uncompressed images and videos. In the past you could upload “High Quality” for free.
All “High Quality” content uploaded before June 1, 2021 is exempt from counting against your storage. On that date they plan to launch a new storage management tool that they say will help you easily identify items you’re currently storing that you may want to remove if they are low quality or otherwise unwanted. This will help you reduce the amount of storage you use.
If you don’t want to pay for additional storage, here are some tips:
- Use Google Photos as a tool for specific projects rather than a complete storage system.
- Turn off auto-sync of your photos from your phone and other devices.
- Carefully select and manually add images and videos.
Resources
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Please leave a comment below:
- Do you have a question?
- Do you have a favorite 17th century resource?
- Do you have New England success story?
Please share in the Comments below.