Federal court records are wonderful because they are so packed with genealogical information. But knowing which records are available and where to find them can sound daunting, and that stops many genealogists from ever tapping into them. In this episode our aim is to fix all that. Professional forensic genealogist Michael Strauss is here to pull back the curtain and introduce you to these valuable records.
You know Michael from our Military Minutes segments here on Genealogy Gems. He also recently introduced us to descendancy research on Genealogy Gems Premium Podcastepisode 174. The response to that episode was terrific. Many of you wrote in to say that it opened up a new avenue of research for you. This episode promises to do the same.
Regional Archives – about a dozen across the country – hold record geographically by area. View the locations here at the National Archives website.
Are all the records catalogued on the National Archives website?
Master federal indexes are not yet online. Indexes are found at the location/level where these record files were created.
Each of the federal courts are found in record groups (RG).
Get the finding aid for the record group online at the National Archives website. That will point in the right direction as to where to get the indices.
The Federal Court System of the United States was established under the Judiciary Act of 1789 (1 Stat. 76) on September 24, 1789. Click here to read more about the role and structure of the federal courts at the United States Courts website.
District Courts:
Trial Courts of the United States. Their jurisdiction include:
Admiralty
Equity
Bankruptcy
and Naturalization
These courts began at different times dependent on the geographic area and when the states were created.
Circuit Courts:
Originally established in 1789 as three courts and later expanded to nine courts by 1866. Circuit Courts have jurisdiction over all matters (especially criminal) covered by Federal Law. Abolished in 1911 and taken over by District Courts.
Circuit Courts of Appeals:
Established under the Federal Court System by an Act of Congress on March 3, 1891 (26 Stat. 826), by acquiring the appellate jurisdiction of the U.S. Circuit Courts and later the U.S. District Courts. They have different geographic jurisdictions than the regular federal courts.
Supreme Court:
It is recognized as the highest court in the United States operating as an appeals court. Although a criminal case may have first been heard at the local level, it may have escalated to a federal court. Therefore, there could be federal records on that case.
Application for the Genealogist:
Michael has found that some of the richest records in the federal court system have come from the criminal court records. Our ancestors did get into trouble upon occasion. Michael’s grandfather was arrested in the 1940s and he was able to obtain those records.
Searching for Federal Records
Is it worthwhile to head to the National Archives and generally search to see if an ancestor has records? Or is it best to identify a case first, perhaps through a newspaper article, and then go to the National Archives location that would have the records for those identified cases?
No one is wasting their time going and searching the records. It’s a great way to get familiar with them. However, identifying a case through other records first can lead you quickly to the federal records. (Michael first found his grandfather’s case in a newspaper article.)
Types of Federal Court Records:
Dockets: Lists of cases heard by the court. Sometime referred to as court calendars.
Minutes:
Brief daily accounts of all actions taken by the court.
Orders:
The specific judgments or orders of the court. An example would be an order granting citizenship.
Briefs:
Legal document arguing why one Party should prevail on a case.
Mandates:
When a Defendant obligates themselves to engage in activities in exchange for suspension of sentence. Frequently seen in Criminal Court.
Case Files:
All the loose documents relating to the case bundled together.
How to Find Records at the Archives:
Review the finding aid
Request the Index and find the name and corresponding file information
Request the record
An appointment is not required. They will pull the records as you request them. Record groups are pulled at different times. For the most part you will have the opportunity to view the original documents.
Record Groups:
The National Archives is set up by record groups, such as:
Records of the U.S. Court of Claims – RG 123 (Claims against the US. Individual citizens could actually file claims against the US)
Request the individual record groups separately.
Bankruptcy:
Bankruptcy Acts were passed by Congress usually after business disturbances or financial recessions.
Bankruptcy Act of 1800
This act followed the business disturbances of 1797.
The first national bankruptcy act was approved on April 4, 1800 (2 Stat, 19.) It provided for an effective period beginning June 2, 1800 and continuing for 5 years.
It applied only to merchants or other related parties. The act provided for compulsory or involuntary bankruptcy, but not for voluntary bankruptcy. Because of its limited applicability the act was repealed on December 19, 1803, just months before its expiration date.
Bankruptcy Act of 1841
This act followed the business panic of 1837.
The second national bankruptcy act was passed on August 19, 1841 and was to take effect on February 1, 1842.
The law allowed voluntary bankruptcy to all debtors, but limited involuntary bankruptcy to merchants, bankers, factors (an agent or commissioned merchant), brokers, and traders.
It eliminated the requirement of the consent of the creditor for a discharge. The bankrupt filer, however, could obtain his discharge through a jury trial if the jury found that he had surrendered all his property and had fully complied with the orders of the court.
Bankruptcy Act of 1867
This act followed the post-Civil War recession of 1866-1867.
On March 2, 1867, Congress approved the Nation’s third bankruptcy act to assist the judges in the administration of the law, the act provided for the appointment by the court of registers in bankruptcy.
The registers were authorized to make adjudications of bankruptcy, to hold and preside at meetings of creditors, to take proofs of debts, to make computations of dividends, and otherwise to dispatch the administrative business of the court in bankruptcy matters when there was no opposing interest.
In cases where opposition to an adjudication or a discharge arose, the controversy was to be submitted to the court.
Bankruptcy Act of 1898
This act followed the business panic of 1893 and the depression that followed. We are currently under the umbrella of this fourth act.
In 1889 The National Convention of Representatives of Commercial Bodies was formed to lobby for bankruptcy legislation. The president of the Convention, Jay L. Torrey, drafted a new Bankruptcy Bill otherwise known as the “Torrey Bill.”
In 1898 Congress passed a bankruptcy bill based on the previous Torrey bill. This Act also called the “Nelson Act” was passed July 1, 1898, (Ch. 541, 30 Stat. 544.) It was the first United States Act of Congress involving Bankruptcy that gave companies an option of being protected from creditors. Previous attempts at bankruptcy law had lasted at most a few years. Its popular name is a homage to the role of Senator Knute Nelson of Minnesota.
Bankruptcy files are in the custody of the National Archives and now stored offsite at the National Archives branch in Kansas City, MO. Researchers should contact the Archives directly to conduct searches. Some indexes are still maintained at the regional archives.
Bankruptcy Records Examples
1) Two pages from the Bankruptcy File of Percival L. Strauss of Bethel Twp. Berks Co. PA. 1 Page is the petition and the second page is a page from “Schedule A” which lists the debt owed by the bankrupt.
Petition by Debtor: Percival L. Strauss
Schedule A – No. 3: Creditors Whose Claims are Unsecured (Percival L. Strauss)
2) Tintype of Percival L. Strauss-circa 1872 within a few years of filing Bankruptcy.
Percival L. Strauss. (Courtesy of Michael’s cousin Harry B. Strauss of Myerstown, PA)
Biographical information:
Percival Long Strauss (Son of Benjamin Strauss & Rebecca Long)
Born: December 16, 1830-Upper Bern Township, Berks Co. PA
Died: Mohnton, Berks Co. PA
Married: April 9, 1855-Bethel Township, Berks Co. PA to Malinda Smith (12 Children)
May 18, 1867 (Page 3, Column 6), in the Berks & Schuylkill Journal newspaper the entry reads: “P.L. Strauss of Bethel Twp. Berks County, PA Class #13 License paid $10.00 to conduct store (merchant).”
This is the business he had at the time of his bankruptcy filing on May 27, 1867 in Philadelphia, PA in the Eastern District of Pennsylvania.
Types of Information Found in Bankruptcy Records:
Lists of creditors (name, address)
Amount of money owed (the debt)
Specific information about the items for which the debt was incurred
Total dollar amounts
Follow the Federal Record Trail:
Information found could lead you to additional records. For example, if your ancestor filed for bankruptcy due to debts associated with his business, you could go back to the local level to look for records such as a business license, newspaper articles, etc.
Lisa suggests searching Google Books for digitized items such as county histories, almanacs, catalogs, merchant association books, etc. Here’s an example of a bankruptcy notice found in Google Books (which is free) for Michael’s ancestor Percival L. Strauss
Searching for Percival L. Strauss bankruptcy notice in Google Books
Bankruptcy notice (Oct. 9, 1868) found in Google Books
Bankruptcy Act of 1841 – Edgar Allen Poe filed bankruptcy in 1841.
Bankruptcy Act of 1898 Act – Dean Martin in New York
Amendments to the most recent bankruptcy act include:
1933: The “1898 Bankruptcy Act”
Amended to include railroad reorganization, corporate reorganization, and individual debtor arrangements.
1938: The “Chandler Act”
Amended the earlier 1898 Bankruptcy Act, creating a menu of options for both business and non-business debtors. Named for Walter Chandler.
1978: The 1898 Bankruptcy Act
Replaced by The Bankruptcy Reform Act. This Act is still used today.
Writs of Habeas Corpus:
Habeas corpus is a court order from a judge instructing a person who is detaining another to bring the detainee before the court for a specific purpose.
It was often used during the Civil War for soldiers under the age of 18 years and in reference to runaway slaves.
Writs can be found in most case files. They usually involves a petition, transcript, order, and the writ when ordered by the Judge. Contact the National Archives regarding RG19 for records pertaining to this set of documents and indexes.
Fugitive Slave Act:
The Fugitive Slave Act of 1850 was passed by the United States Congress on September 18, 1850 as part of the Compromise of 1850. It was one of the controversial acts passed down by law. Runaway slaves could be returned with the help of the Federal Government.
Records can include:
Petitions
Affidavits
Testimonies
Documentation of ownership
Records are typically found in the court of original petition and the court with jurisdiction over the area where the slave escaped. Search under the slave holder’s name.
The Confiscation Act of 1862:
Passed by an act of Congress on July 17, 1862, the full title is “An Act to Suppress Insurrection, to Punish Treason and Rebellion, to Seize and Confiscate the Property of Rebels, and for Other Purposes.”
This Act gave the power to take the land and businesses of persons who served the Confederacy. Records include case files include; petitions, orders of the court, proofs of public notice, and notices of seizure
Example: General Robert E. Lee. The act covered land under Union Control. Lee lived in Northern Virginia, and his home was confiscated. The file has a complete inventory of his house. The location is now the Arlington National Cemetery.
Federal Criminal Records
Criminal records could include cases covering:
Treason
Assault and Battery on the high seas
Conspiracy to over through our government
Smuggling
Forgery
Counterfeiting
Carrying on a business without a license
Not paying taxes
Naturalization Records:
Records were created:
at the federal level
at the local level – local court at the county level
1790: The first national act created a two-step process:
Declare your intention to become a citizen
File your petition for citizenship
Your ancestors may not have finished the process, and they may have filed both at local and federal levels.
Petition for Naturaliztion
Resource: The Family History: Genealogy Made Easy Podcast
Episodes focusing on the Naturalization process include:
This episode begins a 3-part series on U.S. immigration and naturalization records. Learn about passenger arrival lists in the U.S., little-known certificates of arrival and naturalization records: how to find them and what’s in them.
In-depth discussion of passenger list annotations and the immigrant’s experience at Ellis Island. Unlock the meaning of those mysterious scribbles on 20th-century passenger manifests!
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Boost your Google search skills with this free video class on Google for genealogy, presented at RootsTech 2016 by Google expert Lisa Louise Cooke.
“Everyone should be using Google to search for their family history!” That’s Lisa Louise Cooke’s mantra. Google reaches deep into so many different kinds of content on the internet. Google search tools help us discover ancestors’ names mentioned online; locate records we need; and discover historical details, images and maps that help us better understand their lives. And Google is FREE.
But Google works best when you follow a well-executed search methodology, just like in other aspects of genealogy research. At RootsTech 2016, Lisa taught a powerful and popular Google search for genealogy methodology class to a packed audience in a session that live-streamed around the world. Watch her dynamic, informative class below for free. Kim wrote in to say that the class “was the best one I’ve seen thru the free streaming [RootsTech]….Thanks for sharing free content with those of us who can’t afford to spend any money on genealogy.”
This class content comes from Lisa’s book, The Genealogist’s Google Toolbox (2nd edition). In it you’ll find all you need to know to take your hit-and-miss online searches to a powerful, proven search methodology for finding your ancestors online–and everything else you’re looking for! There are step-by-step instructions, screenshots and powerful examples for topics such as basic and advanced Google searching, Google Books, Google Earth, Google Scholar, Google Alerts, Google Translate and even YouTube.
More Google for Genealogy Gems
Keep learning from Lisa! Click below to read more proven Google search methodologies for genealogy.
Learn how to find more about your family history in old newspapers at Newspapers.com. In this video Jenny Ashcraft from Newspapers.com joins me. She will share not only her 5 best search strategies, but also some amazing stories and items she’s found that will inspire you!
Limited time offer: use the code “genealogygems” at checkout at Newspapers.com to get 20% off today.
Vital records like birth, marriage and death records are critical for family history research. But newspapers can also provide the stories and the context that helps bring your ancestors experiences to life. Here’s my interview with Jenny Ashcraft from newspapers.com. (Please note: This interview transcription has been minimally altered for ease of reading and clarity.)
Types of Information Found in Old Newspapers
Lisa: Newspapers can require a bit more effort to search than other genealogical records. Before we jump into your search strategies, why you think that newspapers are worth the effort?
Jenny: Newspapers really were the social media of their day. They were the number one source for news.
When the civil war started, people found out through the newspapers. When a huge 1859 solar storm hit planet earth, nobody had any idea why the sky was filled with colorful auroras so bright that the middle of the night turned bright as day, until they read the newspaper. And newspapers reported on local news, like who was visiting from out of town and who was on the sick list. They reported on tragic accidents and deaths and births and marriages and family reunions. Newspapers provide details about your family history. That for me brings such a sense of gratitude. I have learned things about my ancestors through newspapers.com that just amaze me. I stand in awe of the challenges they faced and each time I search, I’m reminded that I drink every day from a well that I did not dig.
Genealogy Gems Found in Newspapers
(2:00) Lisa: That’s so true. I bet you found a lot of gems in your job, which is probably just a dream job for most genealogists, working at newspapers.com. What kinds of things have you found?
Jenny: You’re right, it is kind of a dream job. It’s so fun. Let me share a quick personal story.
My third great grandfather and his brother immigrated to the United States in 1866. They were just 16 and 20 years old. As they were boarding their ship in Germany, the first ship became overcrowded, and hey ushered some of the passengers onto a second ship. In that chaos, these two brothers became separated and ended up on different ships. They would not see each other again for years.
Carl Fink arrived here in the United States alone at just 16 years old. He made his way to Illinois, where he eventually became a farmer. He got married, he had nine children, and I just learned a lot about his life through newspaper articles. He died in 1918. But I had never seen a photograph of him. I have searched newspapers.com, and I thought I had seen every available story about Karl Fink. But one day I came across a photograph, and it was printed in a 1966 paper, nearly 50 years after his death. The photo was originally taken in 1885, and it shows Carl Fink and his four oldest sons with their horses. It was published under a headline Sketches from Yesterday. Well, you can just imagine what an absolute thrill to find the only photograph that I have ever seen of this ancestor!
The Pantagraph, Bloomington, Illinois, 28 Mar 1966, Mon., Page 4
Lisa: That’s amazing! Oh my gosh, you must have been doing a genealogy happy dance all over your house!
Top Strategies for Searching at Newspapers.com
(4:02) You have whetted our appetites! I’d love to hear what some of your best strategies that you use when you’re doing your newspaper research.
Jenny: Well, I think the best thing to do is just start on the homepage. Type your ancestors name in the search box.
Tip #1: Search Name Variations
One thing you have to remember is to use the name as it would have appeared in the newspaper. If your ancestor was named, let’s say Charles Ellis Roper, he may be referred to as:
Chas. Roper
Roper
Ellis Roper
Try all kinds of variations until you find success.
Tip #2: Narrow Results by Location
Next, try to narrow your results by location. Did Charles live in South Carolina? You can narrow the results by the state, the county, the city, even a specific newspaper and you can also filter those results by dates.
Once you have found your ancestor, then the magic begins. The connections just start to flow. Back then families tended to stick together. So, you will often find relatives living nearby.
Tip #3: Search for Female Ancestors
Newspapers are a great way also do identify our female ancestors. As genealogist know, researching women can be hard! They were often referred to by their husband’s names, like in this particular clipping about Mrs. Mitchell and Mrs. John Weamer.
But you know, through my research, I have learned that Mrs. Mary Mitchell is really my direct ancestor who was Mary Miller, she married James Mitchell. In this clipping we learned that she died in the home of her sister, Mrs. John Weamer. Well, I know that this is Martha Miller Weamer, my third great aunt.
Tip #4: Search the Obituary and Wedding Indexes
One of the most amazing ways to learn about our ancestors is through obituaries and wedding announcements. Using machine learning algorithms, Newspapers.com has developed a technology to identify 250 million obituaries, and 67 million marriage announcements in our archives. You may have seen hints for these on your ancestor trees. You can now go to Newspapers.com and search for all of your ancestors in either the obituary index, or the wedding index.
These records are full of wonderful family details and relationships. Let me just show you how this works.
For example, that newspaper clipping talked about Mrs. John Weamer. Well, I know that Mrs. John Weamer is my third great aunt, who was Martha Miller Weamer. So, I want to go to the obituary index and search for Martha.
To do that, I just typed in her name to see what I could find. I came up with 16,000 results. Now that’s going to take some time to go through. But one thing so cool is that we can click on the Result Type filter below the search box and click on Obituaries. Now I’m in the obituary index, and it looks like I got four results. In this case, the dates of the articles are all the same. I found four obituaries for my ancestor Martha Weamer!
Lisa: Fantastic. And can you also click on the map? Will that also narrow the location?
Jenny: Yes. When I first came up with those results for Martha Weamer there’s also a map of the United States. On the map, you will see that there’s different shades of pinks, and reds. This means that the lighter color states has articles mentioning Martha Weamer but maybe a fewer number. In this case there were five in Colorado, and nine in Wyoming. Well, Martha is from Pennsylvania. When I over hover Pennsylvania it tells me that there are 5000 mentions of Martha Weamer. So that state of Pennsylvania has been highlighted as red to show you that there’s a concentration of her name found in newspapers in Pennsylvania.
Lisa: That’s really handy. And it’s also handy if by chance she was from another state originally or had a lot of family in another state because then you there’s a possibility that her obituary could be shared in a newspaper from her previous hometown.
Jenny: That happened all the time. And as a matter of fact, on this woman, Martha Weamer, she actually moved from Pennsylvania to Idaho. And when she died, these obituaries were printed in the Pennsylvania paper where she came from and not in the Idaho papers.
Tip #5: Search for Emigration Details
(9:41) Lisa: One of the things that folks often have trouble with is passenger lists immigration information. Newspapers could be a source for that too, could it not?
Jenny: Absolutely! Newspapers is a great source for that. You know before air travel became more common in the 1950s, ships were the primary mode of intercontinental travel. And one of the most important records we know for tracking our immigrant ancestor is a passenger list. Well, passenger lists include things like the name, their origin, where the voyage originated, a passenger’s birth date, departure date, and arrival date. What is so cool is that you can take those details that you find on a passenger list over to Newspapers.com and learn all types of insights about their journey.
For example, what if you wanted to know Why did my ancestor emigrate? What caused them to come? Well, a search of newspapers might provide insights into events that led to your ancestor’s emigration. For example, if you look in our Irish newspapers, in the 1840s, you’re going to find heartbreaking stories about the potato famine. I found a clipping reporting in a specific parish the number of deaths in that parish. It says, “number of seen to be known to be occasioned by the famine, about 200. And several instances have occurred in this parish, where almost all the members of families being carried off from the effects of the famine.” So, this can help you understand why your ancestor may have chosen to emigrate to begin with.
Lisa: Absolutely! I’ve even had success using the name of the ship and searching for that. The article may not mention my ancestor specifically, but I could find information potentially, about the voyage.
Jenny: You absolutely can. I also love when I have the name of the ship, which is on the passenger list, and I can take that information and the coordinating dates, and start searching for that ship. What was the voyage like? Were there rough seas? Did people die during the journey? Newspapers would often report on conditions of the passage, illness on the ship, weather, and deaths.
Occasionally, we might even find dramatic stories. One of them that comes to mind was the Ocean Monarch. The Ocean Monarch was an immigrant ship that departed from Liverpool in 1848 bound for Boston. During the journey a fire broke out on the ship, and it just started to engulf the ship. The passengers jumped into the ocean, and 180 of them perished. The newspapers are just filled with dramatic survivor accounts. And some of them just broke my heart. I remember reading one about a mother who was clinging to her little baby, hanging onto some debris, as the ship is burning beside her. A wave crested over and she lost grip of the baby and lost the baby into the waves. Talk about bringing a story to life! If this is your ancestor, you can kind of get an understanding of what their experiences were during that voyage.
Lisa: Amazing. Newspapers really are one-of-a-kind sorts of records, aren’t they?
Jenny: They really are because you’re not going to find those kinds of details in a passenger list. They are not going to have interviews with somebody that just landed on the shores, or they’re not going to describe a joyful reunion between a brother and sister. I just read an immigration article just the other day where a brother and a sister reunited in New Orleans. They hadn’t seen each other for 12 years! It describes this joyful reunion and they didn’t recognize each other because it had been so long. These are just wonderful, rich stories that can really help you put together your ancestor’s story.
Lisa: And we could find newspaper articles at the port of arrival as well, couldn’t we?
Jenny: Oh, that is such a great tip. Let’s just think of an example here. If you had an ancestor that arrived in New York City in August of 1906, and you went to the New York papers, you will learn that the city was experiencing a terrible heatwave. It was like 106 degrees. And the New York Tribune reported that there were ships that arrived at Ellis Island. They arrived on a Sunday and Ellis Island port of arrival was closed. So, the passengers had to wait in the sweltering holds of the ship and wait for Ellis Island to open. The paper reported that by the time that Ellis Island reopened the following day, these mothers and children were disembarking and coming out of the holes of the ship and collapsing in the heat. Now, if this is your ancestor, you suddenly have this whole story and narrative. You connect, and you realize the sacrifices and what these immigrant ancestors endured to come and emigrate, and now we stand on their shoulders.
New-York Tribune New York, New York, 07 Aug 1906, Tue • Page 2
(15:54)Lisa: You’re right, where else would you hear that!
Well, I know that you write for Newspapers.com and you help people use the website and learn more about these kinds of stories. Where can folks find you?
Jenny: You can check out our blog, which is called Fish Wrap. If you Google fish wrap, you will find our blog. We try to fill that blog with amazing tips and stories, and things that would be interesting for people who are learning to use newspapers or experienced newspaper users.
Lisa: And everybody can become an experienced newspaper user because you guys have a free trial, is that right? So, they can just go in and sign up for an account and use it for seven days for free?
Jenny: Absolutely. You can sign up for a seven day trial. Check it out, see if you can find your ancestor. See if you can locate some of those gems that will help you break through those genealogical roadblocks. This is a great way to enrich the story that you’re trying to tell with your vital records.
Learn More about Using Newspapers.com with Lisa
I hope that whetted your appetite for using old newspapers for finding your family history. The next step is to join me for a special deep dive into using the website. Genealogy Gems Premium Members can join me for a special live show, which includes the live chat, on February 3, 2022 at 11:00 am CT. It will be followed up by a video replay that members can watch on demand. Look for more details in our next newsletter.
If you’re not a premium member yet, oh my gosh, what are you waiting for? I hope you’ll join us. Just click here to learn more about what we have to offer. It is a full year’s access to all the premium content.
Show Notes: WorldCat.org just got a facelift. That means it’s time to revisit this library catalog website and do these 5 important things so you can effectively use it for your genealogy research.
Video Premiere with Live Chat
Show Notes: WorldCat
If you are interested in finding out more about your family history and you want to build out your family tree, you are going to need records and resources. That’s exactly what the WorldCat website provides.
WorldCat.org is a free website that provides access through its card catalog to millions of materials from libraries around the world. You’ll find items such as:
United States Civil War and other military records
Family Bibles, church histories, and records
Publications such as directories, handbooks, and magazines
Birth, marriage, death, wills, and obituary indexes
Microfilmed genealogy and local history collections
Newspapers from around the world
Photographs
Town histories
probate records
It’s important to keep in mind that not all libraries participate in WorldCat, and they can participate at different levels. Therefore, you’ll find different amounts of information about these different repositories.
The WorldCat website has received a facelift and now sports a new user interface, making it a great time to get reacquainted with this rich resource. Here are five things you should do right now to take advantage of WorldCat:
#1 Sign up for a free account or transfer your existing account.
To use all the features at WorldCat that we will be discussing you’ll need to have a free user account.
To create your WorldCat account, click the Create an Account link and follow the prompts.
If you already have a WorldCat account you will need to transfer it. Click the Sign In link and follow the prompts for transferring. You can transfer your favorited libraries and lists. However, because of the new website, the following data will not be transferred: profile picture, reviews, saved searches, watched lists, interests, and tags.
Transferring can take quite a while. Leave your browser open until it completes. In fact, when I transferred it never showed complete, so after about an hour I refreshed the page and attempted to sign in again. I was prompted to create a new password, which I did, and was then able to access my account and my transferred data did appear.
Sign into your account whenever you visit the site so that you can take advantages of the many features offered, including our next item, Lists.
#2 Create and Search Lists
Lists are a great way to organize the wide range of resources you can find through WorldCat. I like to create lists for surname and subject research.
How to Create a WorldCat List:
After you run a search you will receive a list of results. Click the List (bookmark) icon on any item
Click the List icon
The add Item to List box will appear. In this box you can add the item to an existing list or click the Create List button to create a new list.
Name the list, enter a description and indicate whether it is public or private.
Click the Create button to save the list.
You can find all your lists by clicking on your account icon (upper right corner on desktop) and select My Lists
In addition to creating your own lists, you can search the public lists of other WorldCat users. Click Lists in the menu to browser popular lists. To search for a list by keyword, go to the search bar and select Lists from the drop-down menu, and search by keyword. When you find a helpful list, click the Follow button.
You can have up to 50 lists with up to 500 items.
#3 Discover Libraries
The best way to discover libraries near you is to add your location. Click the Update Location icon just under your account profile icon. Enter your town or zip code and libraries will be prioritized based on their proximity to you. If you’re going on a research trip, try changing the location to the zip code of the place you are traveling to, and then search for libraries and materials.
To browse libraries near you click Libraries in the menu. Add libraries to your list of favorite libraries by clicking the star icon on the library entry.
You can find your list of favorite libraries by going to the account icon and selecting Favorite Libraries.
#4 Use the Advanced Search Feature
The best way to search for items is to use the Advanced Search feature from the beginning. Click the Advanced Search icon to the right of the search box. (See image below)
Click the Advanced Search icon next to the search box
Start your search by selecting the type of thing you want to search from the first drop-down menu. For example, select Keyword and then type a word (such as a surname) in the field next to it. To the right of the field, select what you want done with that keyword, AND, OR, or NOT. This will include, exclude or make the keyword options. Then go to the next line and do the same thing. You can set up to three parameters.
Next add a year range if desired. For example, 1900 to 1950. Then select the type of materials you want in the results by clicking Format. For example, you could leave it on All Formats to receive all types of materials or select just Newspapers.
You can also narrow your search by language. Once you’ve made all your selections, click the Search button.
On the results page you have the option to adjust the filters in the left-hand column.
#5 Search Name Variations
As you search for family surnames, it’s important to understand that it will not automatically search for name variations. Either search for variations in separate searches or use the Advanced Search using the OR or the AND feature. (See example below)
How to search for name variations at WorldCat
More strategies for getting great search results at WorldCat
Search for family names by entering the family name followed by the word “family” (e.g., “Mansfield family”)
Search for specific people by entering the person’s full name (e.g., “Emily Mansfield”)
Search for organizations by entering terms to describe the organization (e.g., “Lutheran”)
Search for geographic locations by placing name in combination with the abbreviated and full state name (e.g., “Union City IN” and “Union City Indiana”)
You can then narrow your search by returning to the main search page and entering more specific search terms such as “Mansfield family bible”.
Include multiple search terms in one search (e.g., “Lutheran” and “Union City IN”)
Final Thoughts on the New WorldCat
Like with any change to a website, the new WorldCat takes a little getting used to, and there are a few bugs that still need to be worked out. However, by doing these 5 things you’ll have access to millions of rich resources that can help you climb your family tree.
