How to Use PERSI Like a PRO!

Show Notes: PERSI

Learn how to use the Periodical Source Index (PERSI) like a pro! 

The Periodical Source Index known as PERSI is a subject index of an amazing array of genealogy and local history articles published by subject experts in newsletters and periodicals from all over the world. Discover bible records, source materials, ancestor charts, transcriptions of original records, and much more.

Search PERSI and you just may find out that you don’t have a genealogical brick wall after all. We’ll show you how! My guest, Allison Singelton, Acting Genealogy Services Manager at the Genealogy Center at the Allen County Public Library in Fort Wayne, IN will guide you through:

  • where to find PERSI,
  • the best way to search PERSI,
  • and how to obtain copies of PERSI articles.
How to use PERSI Periodical Source Index

Video and show notes below:

Watch the Video:

How to Use PERSI like a PRO!

My guest: Allison Singleton, Acting Genealogy Services Manager at the Genealogy Center at the Allen County Public Library in Fort Wayne, Indiana.

Downloadable ad-free Show Notes handout including BONUS PERSI At-A-Glance section for Premium Members

What is the Periodical Subject Index known as PERSI?

(00:59) Allison: PERSI, the periodical source index is an index that we create in-house. It indexes periodicals (of genealogical value) from all over the world. These are periodicals such as newsletters, quarterlies, they could be anything from genealogical society publications, special interest group publications, surname or family society publications, or ethnic society publications. So, it’s a little bit of everything.

We are indexing the titles of those articles. It’s a subject index, and it’s full of amazing pieces of information that a lot of people don’t have access to from home otherwise. We’re able to take that information published by people in the locations where these publications are from, people with specific knowledge, that dive into a topic really deep. They’re the experts, the subject experts, and you’re able to get the information from the people who know the most, which is invaluable as researchers.

I absolutely love going through these different records. You may find Bible records, some source materials, ancestor charts, perhaps it’ll be a transcription of original records. You know, in fact, somebody actually found a transcription of records that later burned in a fire. So, that was a very exciting day, there were tears, it was awesome! So, you never know what you can find. Now, I don’t guarantee that everybody’s going to find a gem like that, but there is hope. There’s hope to break through some brick walls, maybe get some research techniques, or at least learn about some different people who are doing research on the same topics as you.

How Old are the Periodicals in PERSI?

(03:09) Lisa: Allison, a lot of these periodicals could be quite old, couldn’t they? I mean, I think about genealogy society newsletters. Those have been around well before we ever got online and started sharing information on the internet. So those included as well?

Allison: 100%. We have periodicals that go back to the 1800s. It’s pretty amazing to go through some of the results. I really enjoy being able to show someone that somebody’s already written something on their family history generations back.

How to Search PERSI

(03:51) Lisa: So, this is an index of a huge collection of genealogical articles published in a variety of Periodicals. You said it was a name index search. We’ve been talking a lot about indexing these days with the 1950 census. People are very aware that they’re going through and grabbing pieces of information out of the census and indexing them. This is sounds like it’s the same with these articles. So, we may not always necessarily search on the name of an ancestor, but rather a topic or a place, would that be fair to say?

Allison: It’s a mix. When articles are written, it’s the title of that article that is typically indexed. The exception is if somebody names an article, something like, Bones, and you don’t know exactly what that is. The indexers will put in that it’s about cemetery records. But it’s basically just going to go by the titles of those articles.

Not all of us have articles written specifically about our ancestors. I recommend doing not just a surname search, but also a location search, and topic search. There’s a lot of different types of searches you can do. We can dive a little bit deeper into that later, and folks are welcome to contact us for assistance. We would love to talk to anyone who wants to dive into PERSI a little bit deeper.

Lisa: The Genealogy Center is a specialty section of the Allen County Public Library in Fort Wayne, Indiana. You guys have an extensive genealogy website we’ve talked about here at Genealogy Gems. Tell us about specifically what we’re going to find at the Genealogy Center website. How do we access PERSI and do these searches that you’re talking about?

Where is the PERSI Webpage?

(05:38) Allison: If you go to our website at GenealogyCenter.org, there is a green button on the left-hand side called Our Resources. Once you click on that, there are two options: Free Databases and On-Site Databases. Free Databases are the ones that you can access from anywhere in the world at any time of the day. Click on that link, then scroll down the menu and click on Periodical Source Index (PERSI).

Best Way to Begin Your PERSI Search

(06:09) Lisa: On the PERSI search page we see a lot of different options. Where do you typically start? Does it depend on what your genealogy question and plan is? Or do you have one favorite kind of starting place for your searches?

Allison: It depends on what my research question is. Typically, I do you like to do a Surname search first, just to see if I’m lucky enough to find an article for the surname I’m looking for. You never know what can pop up.

PERSI Search Strategy: Use Synonyms

(06:47) Once I’ve finished with that, I then go to the Location and start diving a little bit deeper. I’m usually looking for an event, so I want to search for all the different search terms that I can think of that surround that specific event. For example, if I’m looking for a Death Event, I’m going to look up the words death, died, burial, funeral, probate, wills cemetery, anything that has to do with a surrounding a death event. Don’t just search one word. Articles can come up under anything the author thought of to call it and some of them get pretty clever, which is interesting, but unhelpful.

How to Get a Copy of a PERSI Article

(07:41) Lisa: Well, you’ve really whetted our appetite for these really one-of-a-kind kinds of articles that are over at PERSI. How do we get access to the article once we found it in the index?

Allison: That is the beautiful part, you have multiple options.

Contact the Publisher

The first option would be to contact the publisher. I recommend going to the source when you want something. And many times, if you contact a publisher, especially if it’s a smaller periodical, or even a local one, you might be able to just find it online. Perhaps they’ve been digitizing their own periodical. Or perhaps someone would give you a copy. Sometimes there’s a nominal fee.

Search the title in WorldCat

Another option is to search the periodical title in WorldCat. If you’re unfamiliar with it, it’s an excellent research tool for genealogists. It’s a worldwide library card catalog. You can find where a local copy of a periodical would be, and maybe get an interlibrary loan or go to your local library where they have it.

Order from the Genealogy Center

Last, but not least, you can order it from us. There is a nominal fee, and you do get to fill out a form. We will fill your request as quickly as we can but give us about four to six weeks.

Digging Deeper with PERSI Search Strategies

(09:00) Lisa: You’ve given us a fantastic overview. Let’s dig a bit more into PERSI at the Genealogy Center website.

Allison: As I mentioned, the first thing that I typically do is start with a surname search. Something that I think is really interesting is when you have a name, which is a common word. So, one of the examples I like to give, it’s actually a surname that one of my colleague’s searches, Church. When you search church in things like newspapers, you get every church known to man building-wise or denomination, not surnames. The beautiful part of this database is it actually brings up the surnames.

Lisa: Fantastic! We don’t have to slog our way through all those other common words. It knows we’re looking for a surname.

Allison: Exactly! And then once you’re in here, you can search within the results. But if you do the search at the top of the page under the results, it will come up with anything that’s in the title of the article, the periodical, or the publisher. So, if you put in a location, such as Ohio, saying you only want results for Ohio, it’s also going to bring up Ohio if it appears in the name of the publisher. So perhaps it is something you’re looking for, or perhaps not.

Lisa: You mentioned that not everything is indexed in these articles. It’s really like you picked the top pieces of information that we would need in order to search the title, the year, and the publisher, so we’re not going to be doing a lot of just keyword searching.

Allison: Correct. You’re going to be looking for information in the article title. You’re looking for the events that your ancestor was involved in, or occupations, or you’re looking for anything that could have impacted your ancestors’ lives. The wonderful thing about periodicals is a lot of times they can add more of that story to your family tree.

Where are the PERSI articles held?

Lisa: I see an article mentioning Abigail Church Witchcraft Case. It came out of a periodical published in 1924. Is this something you would have on your shelf at the Genealogy Center?

Allison: Yes. The result includes our call number, which tells you exactly where to find it in our library.

A Fourth Option for Obtaining PERSI Articles

(12:44) Lisa: I don’t see anything clickable in the search result. Tell folks again how we get them the article this is referring to.

Allison: We offer the three options I mentioned before: contacting the publisher, searching WorldCat, or ordering from our library. There’s always the fourth option of looking to see if it’s been digitized online. Since the Abigail Church article was published in 1924, there is a good possibility that it might be online somewhere. You can Google search the title of the article and that might bring it up. But the first thing I would do is contact the publisher, Ohio History Connection, and see if they have the periodical available either online or could send you a copy. The next thing I would do is take the title of the periodical copy it and put it into WorldCat to see if it’s available in a location near you. You can simply enter your little zip code at WorldCat, and it will list the holding libraries in the order they are closest to you.

Lisa: That’s just such a great tool.

Allison: It really is! Now if you wanted to order it from us, which you definitely can, there is a link on the results page to order articles. It’s going to bring you to a PDF form, and you get to fill this out and then send it to us via email. It does say that there’s a charge, it doesn’t necessarily need to be prepaid. If you want to prepay it, you’re welcome to. Our address isn’t on this specific form, but you can find our address on our website pretty easily. The most important thing is to fill out the form with the information and know that there is a $7.50 charge for the form. You will be billed an additional 20 cents per copy page. It does take quite some time to pull the articles and then make the copies. Everything is done by hand. It’s not digitized.

Lisa: And will we receive a digital copy, like a PDF? Or do you actually mail us the paper copy?

Allison: It depends on what you would like. I would recommend noting that you would like it via email or a paper copy.

Lisa: And also, I noticed on that form, there’s a spot for several articles. So, since we were going to pay the $7.50, we might want to take a second to see if there are any other articles we want. The form allows us to order several for that one price, right?

Allison: Yes, it’s $7.50 for this entire form which includes up to six articles. The requests are filled in the order that they’re received. We work hard to ensure your order is accurate, and you’re getting the information that you are seeking. In fact, we look to see if there are additional pages that are not included in the article title that are applicable to what you request. So, we are definitely trying to make sure that every customer gets the information that they are seeking.

Lisa: And at the library, you have the advantage of looking at the original, the paper copy, not just in a database, so you can do that little extra search.

I really liked your idea of the Google search. I actually did that with one of the articles I found in PERSI, and discovered that the item was fully digitized over at the Internet Archive. I was able just to go ahead and see it in the moment, which was really neat.

Google Searching for PERSI Articles

Allison: Yes, and I highly recommend that. All you have to do is highlight the article title and copy it. Next, paste that title into Google and see what comes up. If you don’t get a result right away, you can try putting quotations around the title to search it exactly. It’s always worth it to do a search and see if you can find it online for free.

More Strategic Searches at PERSI

(18:03) Lisa: You’ve been at the genealogy center quite some time, and you’ve seen so many of these periodicals. Help the genealogists really fully grasp what the potential is here. How we should be thinking about searching. I’m guessing we’re not always going to be really hyper-focused on our individual ancestor, but we’re going to think about them in the context of their life and see if there’s an article that touches on that. Tell us a little bit about how to strategize.

Allison: Sure, there’s a couple of ways to do it. I prefer to go into the location database and look specifically where they lived. We usually know where our ancestors were, even if it’s just the state. I would search the county and state when possible. Next you’ll get categories that you can look through.  You can then see which ones larger and which ones are smaller. In my search History is the category with the largest number of results. Look for things that really stand out. Perhaps I’m looking for World War II information. I would want to click on that topic and then kind of go down and see if it looks like there is a periodical that was published in Fort Wayne.

Lisa: I imagine that when you do find something, let’s say we find an article that really just hits the mark, it tells us the periodical it was published in which might be an opportunity for finding even more in that same periodical. You can just search by publisher?

Allison: Yes, you can search by a publisher, you can search by the year, and you can search for the periodical. So, let’s say we found a ton of what we need from The Beacon. We can just search that publication. There are 323 entries from the Beacon from that total of 370 that we started with.

Lisa: I notice that as you type the results automatically updated.

Allison: Yes, it automatically updates. So, if I want to search for articles on medical topics I just start typing medical in the title. I get four different results. Well, medical is a good keyword, but I might also want to search on Red Cross. You need to be kind of creative with your searching.

Lisa: And I see that it again updates as you type. So, you’re actually kind of testing out med, medic, medical as keywords as you’re typing.

Allison: Yes, I don’t even have to finish the word and I start getting results. Just start playing around with the different terms that you can think of surrounding your ancestors’ lives.

Demystifying the Periodical Subject Index (PERSI)

(24:05) Lisa: I think about how many people have at some point heard about PERSI but then got a little intimidated. They weren’t quite sure how it was going to help, and then when the get to the website they weren’t quite sure how they were going to find what they wanted. Give us your final elevator pitch on why they should invest the time and try the PERSI search engine.

Allison: PERSI is constantly updated. We have around 3 million subject entries and that number is going up. We are constantly adding more information. It’s a database that you’re going to want to search periodically from time to time to see what pieces of information might be there for your ancestors.

We’ve already built the framework for our family trees with the names and dates and places. We want to add more to that. We want to add more of the meat to our family by adding new stories. Our ancestors lived amazing lives, and hopefully searching PERSI can help you find some of those stories. And you know, if you’re looking for ancestors who are proving to be elusive, occasionally you can find information in PERSI that has been previously thought lost.

Lisa: That is such a great point. It’s really not a brick wall, until you’ve made your way to the Allen County Public Library website and the Genealogy Center to check PERSI.

Resources

Downloadable ad-free Show Notes handout including BONUS PERSI At-A-Glance section for Premium Members

 

Solutions for Broken Website Links

Every genealogist has experienced the frustration of clicking on a link and discovering that the page is gone or the resource is now defunct. Things change rapidly as technology evolves, so it’s a problem that isn’t going away any time soon.

Genealogy Gems Podcast listeners often ask what to do when they run across a broken or defunct website in the show notes of older episodes of The Genealogy Gems Podcast. I’ve got answers for you today that can help you get back on track whenever this happens to you. 

broken genealogy website links solutions

I received this email from a listener of the free Genealogy Gems Podcast, and it’s one I’ve received from lots of listeners and genealogists alike:

“As one of your podcast listeners who is working my way through past episodes, I am running into a bit of frustration that I am wondering if you, on someone else reading this, can help me on. I have tried to get to a couple of websites that guests of yours mentioned, with no success. (I’m listening to episodes from) 2010, where I am at now, (and that) may not be all that long ago for many, but it is an eon in internet terms.

Are you, or anybody else reading this, aware of any person or site tracking genealogy related websites that records/posts notations of name changes, buy-outs by other service providers, or just plain disappearances? You might have mentioned some in the interim, but I’m still a hundred episodes in arrears.”

That’s the wonderful thing about podcasts, you can listen when the episode is published or even a decade later. That’s because podcasts, unlike radio shows, are recordings that you can access whenever it’s convenient for you. But my listener is correct, things change quickly online, and that includes website links I refer to in the show notes web pages of older episodes.

How to Find Information When a Website has Disappeared

I love hearing that listeners are enjoying the free Genealogy Gems Podcast archive. We hear over and over that our listeners pick up something new each time they listen. However, I completely understand the frustration of encountering defunct websites and resources. What a bother they are!

Unfortunately with the speed at which online information changes, it’s just about as impossible to keep years of web content current (while still producing new content) as it is finding a genealogy record that burned in a courthouse fire!

The good news is that with a little persistence, you can probably locate where a source has moved to or find alternatives that may provide the same function. Paying attention to clues and details around the original source itself can lead you to alternatives that can accomplish the same goals or provide the same or similar information. And of course, tracking down information that’s gone missing is certainly a valuable skill in all areas of genealogy!

Here are a few great strategies to help you find information when a website has disappeared:

1. The Wayback Machine Can Find Defunct Sites

1) If you run across a link to a now defunct site, copy the website link. Next, go to the Internet Archive at https://web.archive.org and paste the web address that you copied into the Wayback Machine search field. Press enter on your keyboard to run the search on that address. You may very likely be able to retrieve a screenshot of the page.

Internet Archive Wayback Machine

If you’ve been researching your family history for several years, you’ll probably recognize the screenshot of World Vital Records (below) at the Wayback Machine.

wayback-machine-result

You may not gain access to everything that was there originally, but you’ll very likely glean clues that you can use to find the information you seek on another website using a Google search.

One of the features most recently added to the Wayback Machine is the Save Page Now tool. This helps you capture web pages and add them to the Wayback Machine at the time that you find them. That way, even if the site goes away, you’ll have a copy of the web page for future reference.

This tool works on any web page that allows “crawlers”, which most sites do. Crawlers are used by sites like Google and the Wayback Machine to index information and capture the pages. 

save this page Wayback Machine

To save a web page using the Wayback Machine, copy the web page’s address and paste it into the Save Page Now field. It will bring up the page in your browser and show you that it’s being processed and will be added to the Wayback Machine.

The page will be conveniently stamped with the date that it was captured. This is helpful because even though websites may stay online for years to come, the content on their pages may be changed over time. By using the Save Page Now feature and adding the web page to the Wayback Machine, you will be able to revisit the information that was on that page on that specific date well into the future, regardless of changes that may be made to it over time.

2. Google Your Question

You’ve heard me say it many times: Just Google it! And that certainly applies here. Google is great at finding alternative sources for the same information. No question is a dumb question when it comes to Google. 

If you are running into a challenge with a defunct site or have a question, chances are someone else has had the same question! It may have been posted on a message forum, a blog post or the help section of a website. Google can help you find the question and the answers that were provided. 

Let’s say you come across a link to the World Vital Records website in the syllabus of a class you took several years ago. (If you’ve been researching your family history for a while, then you probably remember this genealogy records website.) And imagine that when you type the link into your web browser, you discover that the link is broken and the website no longer exists.   

Here’s an example of what you could ask Google in order to find out what has happened to the World Vital Records website:

  • When did world vital records close?
  • Sunset notice for World Vital Records  
  • Who acquired World Vital Records?

world vital records search

As you can see in the example search in the image above, the sunset notice for World Vital Records, which was acquired by MyHeritage, was issued in September of 2018. Click the link to the article to read up on all the details. 

When faced with a broken link your first impulse may be to ask another person or someone you see as an expert on the subject. That can work too, but chances are they may just ask you “did you Google it?” That’s because, like it or not, Googling at the moment you have the question is much faster and provides you with the latest information.

Think of Google as asking your question to every single web page in the world – all at once. If the answer is out there, Google can probably find it.

3. Google the Content 

As I said, the internet is growing and changing every day and it is very possible you may find the content is now available elsewhere.

Any good source that provides website URLs will usually include information about what you’ll find on that website. You can use that information to run a Google search. Your goal is to determine if the information you seek is available elsewhere from the same provider, or identify another website that references the same content.

Start by copying short phrases of key information and pasting it into the Google search box. Put quotation marks around the text. Quotation marks are a standard Google search operator and they will tell Google to search for web pages that include that exact phrase, sentence or paragraph. (Quotation marks also work on individual words such as surnames.) If you don’t get an exact search result, remove the quotation marks and place them just around the most important individual key words.

Here’s an example of how this works:

In Genealogy Gems Podcast episode 62 (published back in 2009) I talked with actor Darby Hinton about a new history-themed television series he was producing called Hintons Living History. The show notes include a link to the website devoted to the show. Clicking that link leads to an error page because the website has since been taken down. (For website publishers like myself, we are often faced with the decision between creating new content, or constantly combing through old published content to fix what is out of date. I think you will agree that continuing to create new content is preferable.)

Since the link no longer works, a Google search of the name of the television show in quotation marks (“Hintons Living History”) provides a plethora of information and videos to learn more about the show.

Obvious, But Not Always 

While the solutions I’ve shared here may seem somewhat obvious, time and time again I’ve watched people get befuddled by running into broken genealogy website links. It’s totally understandable. In the excitement of the moment of finding something interesting, getting stopped in your tracks by a broken links creates frustration. Our brains tend to focus on that obstacle and frustration rather than the simple solutions that are available.

Now you have a game plan that you can use so that broken links will only be a blip on your genealogical research path.

This article was originally written in January 2019, and extensively updated August 6, 2019. Can you find the old version on the Wayback Machine?

Lisa Louise CookeAbout the Author: Lisa Louise Cooke

Lisa is the Producer and Host of the Genealogy Gems Podcast, an online genealogy audio show and app. She is the author of the books The Genealogist’s Google ToolboxMobile GenealogyHow to Find Your Family History in Newspapers, and the Google Earth for Genealogy video series, an international keynote speaker, and columnist for Family Tree Magazine.

Genealogy Tips: Find Ancestors in Tax Records

It’s time to pay taxes in the United States! Tax RecordsIs it any consolation that our ancestors paid them, too? Here’s a brief history of U.S. federal taxation and tips on where to find tax records for the U.S. and the U.K.

History of Tax Records

According to the National Archives (U.S.), the Civil War prompted the first national income tax, a flat 3% on incomes over $800. (See an image of the 16th Amendment and the first 1040 form here.)

The Supreme Court halted a later attempt by Congress to levy another income tax, saying it was unconstitutional.

In 1913 the 16th Amendment granted that power. Even then, only 1% of the population paid income taxes because most folks met the exemptions and deductions. Tax rates varied from 1% to 6%–wouldn’t we love to see those rates now!

Where to Find Tax Records

Ancestry.com has indexed images of U.S. federal tax assessment lists from the Civil War period (and beyond, for some territories).

Here’s a sample image from Arkansas:

Arkansas tax record 1867

Of course, the U.S. federal income tax is just one type. Taxes have been levied on real estate, personal property and income by local, regional and national governments throughout the world.

Some tax records can be found online at the largest genealogy websites. 

Here are examples of tax records that can be found at Ancestry:

  • tax records from London (1692-1932);
  • the U.S. states of Pennsylvania, Tennessee, New York, Ohio, Georgia and Texas;
  • and many from Scotland, Ireland, Canada and Russia (there’s more: see a full list and descriptions here).

FamilySearch.org hosts over a million records each of U.S. state tax records from Ohio and Texas.

FindMyPast hosts a wealth of U.K. tax records, from local rate books to Cheshire land taxes and even the Northamptonshire Hearth Tax of 1674.

In addition to genealogy websites, here in the U.S., look for original real estate and personal property taxpayer lists in county courthouses or state archives.

It’s also a good idea to consult genealogical or historical organizations and guides. A Google search for “tax records genealogy Virginia” brings up great results from the Library of Virginia and Binns Genealogy. And here’s a search tip: Use the keyword “genealogy” so historical records will pop up. Without that term, you’re going to get results that talk about paying taxes today.

If you still haven’t found the tax records you are looking for, there are two more excellent resources available for finding out what else might be available within a particular jurisdiction.

The first is the FamilySearch Wiki. From the home page you can drill down using the map, or try a search in the search box. Search for the jurisdiction and the keyword tax. Click through to the page for that jurisdiction. Typically you will find a table of contents that includes links to the section of the page covering various topics. Look for a link to tax, taxes, tax records, or taxation. They will list known sources for tax records in that area. 

tax records at the familysearch wiki

Tax records at the familysearch wiki

The second resource for finding out what else might be available is the free USGenWeb site. Like the FamilySearch Wiki, it’s organized by location / jurisdiction. Drill down to the place and then look for the section listing the known records for that area and look for tax related links. 

find tax records at usgenweb

Find information about tax records at USGenWeb

Why It’s Worth Finding Tax Records

I’ll leave you with this tantalizing list of data gathered in the Calhoun County, Georgia tax list of 1873. It enumerates whites, children, the blind/deaf/dumb, dentists, auctioneers, and those who have ten-pin alleys, pool tables and skating rinks. Then, real estate is assessed in detail. Finally, each person’s amount of money, investments, merchandise, household furniture, and investment in manufacturing is assessed.

As you can see, it can pay you big to invest time in looking for your ancestor’s tax records! Just make sure that if you’re here in the U.S., you’ve got your own taxes out of the way before you go searching for someone else’s.

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