If you’ve ever used the Periodical Source Index (PERSI), you know what a genealogy gem it is. PERSI is a master index to thousands of genealogical and historical periodicals, published by the Allen County Public Library’s Genealogy Center (ACPL). According to the Journal Gazette, PERSI contains about 2.5 million citation and adds another 100,000 a year. This is where you go to see if someone’s written about your family or ancestral hometown in state, regional, ethnic, local and other journals and newsletters.
You can currently search PERSI through the HeritageQuest Online databases at your local library and with your Ancestry.com membership. But the trick is accessing those articles once you find them. The best way right now is to order them directly from ACPL (click on Article Fulfillment Form). It costs $7.50 USD to order up to 6 articles at a time, plus $.20 per page and you get the articles in the mail.
Now findmypast.com has big plans to make PERSI easier to use. Findmypast.com is becoming the new online host of PERSI, and they plan to link digital images of as many articles as possible to the index. “PERSI unearths hidden gems for genealogy researchers,” says D. Joshua Taylor, lead genealogist for findmypast.com. “We look forward to working with various societies and publications to get permission to digitize their articles.”
That sounds like an enormous undertaking, but certainly one that’s long overdue and will pay off for family history researchers. I’ll keep you posted on their progress!
Not all people of color were enslaved prior to the emancipation. In fact, many were freed long before that. Researching free people of color can be quite complex. Tracing my own family line (who were free people of color) continues to be a real learning process for me. However, don’t let the challenges deter you from exploring this rich part of your heritage. In this “Getting Started” post, we discuss the manumission process, “negro registers,” and more for tracing your free people of color.
Who are Free People of Color?
[Note: Throughout our post, we will be using terminology that was used at the time the records were created.] A ‘free negro’ or ‘free black’ was a fairly recent status in the U.S. which differentiated between an African-American person who was free and those who were enslaved prior to emancipation. If a person was referred to as a ‘free negro’ or ‘free black’, that meant the person was not living in slavery. It is a fascinating and little know fact that, as Ancestry Wiki states, “one in ten African-Americans was already free when the first shots were fired on Fort Sumter.”
Step 1 for Tracing Free People of Color: Censuses
Sometimes, the story of your ancestors being free people of color was passed on through oral traditions. In my own family, our “line of color” was not talked about. Instead, my first clue was when I found my ancestor in the 1840 population census listed as free. I also found that one woman (presumably his wife) was marked in the column for “free white persons,” but John and the children were marked as “free colored persons” in this census. This was the first step to identifying my ancestor as a free person of color.
Let’s see another example. The 1850 and 1860 U.S. Federal Censuses included two population schedules. One enumerated free inhabitants, and the additional schedule, referred to as a Slave Schedule, was for making an enumeration of those persons who were enslaved. [We will discuss this further, below.]
If your ancestor appears on the 1850 U.S. Federal Census for free inhabitants, they are considered free, even if their race was listed as “Black.” An example of a Black man enumerated on the 1850 census is shown in the image below. Archibald Giles is recorded as “Black,” but appears on this census for “free inhabitants.” Therefore, he would be considered a free person of color.
If your targeted ancestor does not appear on either the 1850 or 1860 population schedule for free inhabitants, they might have been enumerated on the slave schedules of 1850 or 1860.
1850 Slave Schedule for Henry County, Tennessee. Snapshot via Ancestry.com.
In this example to the left, you will see a portion of the Henry County, Tennessee Slave Schedule for 1850. Notice, only the heads of household or the “owners” were listed by name. Slaves were not named, but rather listed by age and sex under the names of their “owners.”
Step 2: The Manumission Process
Once you have identified that you have free people of color in your family tree, the next step is to determine how they became free. Many free people of color came from families that had been free for generations. This could have been due to a manumission of an ancestor or a relationship between an indentured white woman and a black slave. I make mention of this relationship between races because it is helpful to remember that the status (whether free or enslaved) of the child was based on the status of their mother. If the mother was free, then the child was free. If she was a slave, then the child was enslaved. [1]
Manumission was a formal way in which slaves were set free. There are many reasons why a slave owner may have released or freed his slaves. In some cases, slave owners would free their mistresses and children born to her. In one case, I found the following comment made by the slave owner, “I give my slaves their freedom, to which my conscience tells me they are justly entitled. It has a long time been a matter of the deepest regret to me…” And thirdly, it was possible for a slave to obtain their manumission through the act of “self-purchase.”
If the mother was free, then the child was free. If she was a slave, then the child was enslaved. [1]
Private manumission through probate. A private manumission decree could be made in a last will and testament. You can find these manumissions in wills, estate papers, or in probate packets. Many of these county level probate records have been microfilmed or digitized and are easily accessible online.
Sometimes, a manumission in a will would be contested. When this happened, a long paper trail of court documents may have been created. A thorough search of all of these proceedings may offer a wealth of genealogical data and clues.
Usually, manumission papers included the name of the slave owner, the name of the slave, and the reason for manumission. In the case of the slaves of John Randolph of Roanoke [Virginia,] his slaves were not named individually in his will written on 4 May 1819. Instead he stated, “I give my slaves their freedom, to which my conscience tells me they are justly entitled. It has a long time been a matter of the deepest regret to me, that the circumstances under which I inherited them, and the obstacles thrown in the way by the laws of the land, have prevented my manumitting them in my lifetime, which is my full intention to do, in case I can accomplish it.”[2]
John freed over five hundred slaves, and though each of them was not listed by name in his will, a codicil at the end of the will did name two of his slaves when he asked that Essex and his wife Hetty “be made quite comfortable.”[3]
Record of Arthur Lee purchasing his freedom.
Manumission through self purchase. Self-purchase may seem impossible; however, many slaves were not required to work on Sundays for their masters.[4] On this day, men and women could hire themselves out to do work for others. With frugality, they could save their earnings to buy their freedom or the freedom of their loved ones, though this was very, very difficult.
As you can see in this example of Arthur Lee, he was able to pay for his freedom and the freedom of his wife, though it took many years. This type of record could be found in a published book, a record listed in notarial books of the county, civil minutes books, or other courthouse holdings. It is important to speak with a knowledgeable person in your targeted area about where you should look. A knowledgeable person may be those working with the local historical or genealogical society, or a head of the local history department of the public library.
Step 3: “Negro Registers”
If you do not find the manumission in a last will and testament, perhaps due to a courthouse fire or other loss, you may have luck searching the county records where your free people of color later settled. Free people of color were often required to register, using their freedom papers, when they relocated to a new area. These types of records are called ‘negro registers’ or ‘records of free negros.’
Newly freed people carried with them their freedom papers which were given to them when they were manumitted. Once they relocated, they would register with the county clerk. They would need to show the county clerk these freedom papers and a record was made in the register. The record may include the name of members of the family, ages, and most recent place of residence.
The book titled Registers of Blacks in the Miami Valley: A Name Abstract, 1804-1857 by Stephen Haller and Robert Smith, Jr. provides the following information about registers of freed people:
“From 1804 to 1857, black people in Ohio had to register their freedom papers with the clerk of courts of common pleas in the county where they desired residency or employment. State law required this registration, and clerks of court were to keep register books containing a transcript of each freedom certificate or other written proof of freedom (see Laws of Ohio 1804, page 63-66; 1833, page 22; 1857, page 186). Few of these registers have survived to the 20th century.”[2]
Though this author says that only a few of the registers have survived, I found some microfilmed registers listing the names of free people of color who had settled in Miami County, Ohio at the local historical society archives. Again, it is important to ask those people who would be most knowledgeable, and in this case, it was the historical society.
In conclusion, we understand that tracing both our enslaved and manumitted ancestors is often a difficult task. We also know there is much more to learn and share for the best techniques to researching these lines. We encourage you to review some of the additional sources below. Please let us know what other resources have been most helpful to you in researching your free people of color in the comments section below. We want to hear from you!
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!
Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.
Get your Genealogy Restart checklist in the Resources section.
And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track.
How to Jump Back into Your Genealogy
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.
In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.
Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!
Genealogy Restart Checklist
I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!
Step 1: Find Out Where You Left Off in Your Research
Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.
How to find your search history at Ancestry.com
At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”
This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.
You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.
On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.
Recent Search History page at Ancestry®
If you see searches in the list that you don’t need anymore, click the trash can button to delete them.
Notice over on the left that you are viewing Recent Searches, but you do have other options:
All Recent (activity)
Viewed Content (records you’ve viewed)
Viewed Collections (record collections you accessed)
All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.
Review your activity history in your genealogy software.
You can also review your most recently activity in your genealogy database software.
In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.
Step 2: Identify Gaps that Need to be Filled
Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.
Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:
your specific research question,
the records you think you’ll need to answer it
the locations where you think those records may be housed.
Step 3: Prepare for Genealogy Research Success Going Forward:
Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.
Genealogy software database
If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.
If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.
Genealogy software is typically very affordable. You can even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.
If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.
Status of Genealogy Website Subscriptions
Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.
If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.
A Paper Filing System
While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.
Filing Digital Content
The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.
Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.
With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.
Now’s the Time to Restart Your Genealogy
Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.
Opening your AncestryDNA account to find a New Ancestor Discovery can be a bit like the experience my nine-year old had at the beach today. He noticed something unusual in the sand on his way down to the beach and excitedly used his hands to unearth the treasure. However, it turned out to be a Captain Hook figurine long lost by another (likely much younger) beach-goer. His initial excitement quickly dissipated. He was disappointed as he had clearly found something he did not need or want.
I have heard from many of you that are confused and disappointed with Ancestry’s attempts to merge your genetics and your genealogy. Keep in mind that AncestryDNA matches are only using your genetics. Your DNA Circles and your New Ancestor Discoveries incorporate your linked treeinto your genetic test results.
Lisa recently forwarded me a comment from Kate that perfectly illustrates the confusion I’m talking about. “We had DNA done thru Ancestry,” she writes. “The results [have] made me seriously question what they are showing me. I believe they are using my tree to show me results that are more vague than they are revealing. The latest example they show is a person not related by blood. This family is related by name only (my uncle’s spouse).
“My results from Ancestry show that they use my tree to make matches. Just checked the web page for DNA results. They show numerous matches….Three or 4 contacted me because they were convinced they were related by blood when they may have had a remote tree connection. They contacted me because the DNA results showed they were a 3rd or 4th
cousin, when in fact they would only be a 3rd or 4th cousin in my tree.”
I can see why she’s confused. First, let’s review what an AncestryDNA New Ancestor Discovery (NAD) actually IS. NAD’s are based on the DNA Circle idea created by Ancestry. Remember that a DNA circle is when Ancestry can identify a shared genetic AND genealogical connection between three or more people. Using various standards and measures, they name an ancestor as your connection. This is the ancestor I affectionately call our Party Host. This is the ancestor who passed his or her DNA down to all of their descendants, like tickets inviting them to this party in the future. So, everyone who holds a ticket, AND who has honored that party host ancestor by placing their name in their pedigree chart, is listed as a guest in the form of a DNA circle connection. (Click here to read a blog post about this concept.)
The New Ancestor Discoveries just take that one step further. The NAD is an attempt to find ticket holders who have not yet taken that extra step and added that important Party Host ancestor to their family tree. The NAD is like a nudge, inviting us to double check our family tree to see if this particular ancestor might need to be added. It is important to remember that a NAD comes only after a DNA circle has already been formed, and there could have been errors in that formation. So the very first thing you need to do with a NAD is to correspond with circle members and double check that the Party Host of the circle, their common ancestor, is correct. Then we can move on to evaluating the NAD.
Ancestry admits on its help pages that there are three reasons why you might get an NAD, and only one is “right” in the way you and I might view it.
The “right” answer comes when the DNA circle was drawn correctly, the Party Host properly identified, and your DNA connection is strong to two or more members of the circle. You are then able to verify through traditional genealogical methods that you are an actual descendant of the Party Host, holding that coveted ticket, shown in blue in this modified image from the AncestryDNA help page.
There are two other alternatives.
First, you are related to the NAD Party Host (the New Ancestor that was discovered) via marriage. In this second example from Ancestry’s help page, we see that your ancestor was married twice. The members of the DNA circle are descendants of her other marriage. Remember, that you do not share DNA with every member of the DNA circle. In this case, you share the purple DNA with a few members of the circle. But there are other members that share the blue. So the super computers at Ancestry first put all the blues together in a circle with the Party Host at the top. Then you come along with purple DNA that matches a few in the circle and their supercomputer erroneously assumes that you too must have been invited to this “blue” party, but in fact, the blue/purple members of the circle are double booked. They have been invited to both the blue and the purple party.
How can you fix this? If you can identify your purple Party Host, then you can add that person to your tree, and the trees of your DNA matches and likely then a new DNA Circle will form with the purple Party Host at its head, and the blue NAD will disappear.
The other situation that many of you are seeing, especially those of you with ancestry from small communities, is demonstrated in Figure 3 of the Ancestry Help page, reproduced here. As you can see, this one is much more complicated. (In fact, the colors I added aren’t even quite accurate, as not all descendants of the blue NAD have the same blue, but rather different shades of blue depending on the segment they received- but this is a story for another post!)
The short of it is, the members of the previously established DNA circle share one single ancestor with each other, but they share multiple separate and distinct ancestors with you. Looking at this chart it seems very clear, but remember, in the database we only see you and the people you match. We cannot tell from the DNA shared which piece came from which ancestor. So, it is very important to check and double check the pedigrees of those in the circle to identify additional shared lines.
The short of it is, these NAD’s are following the guilt by association rule, but in fact, you could be innocent. Just keep in mind the simple principle that you DO share a common ancestor with those members of the circle that you share DNA with. You do NOT necessarily share common ancestry with those in the circle that you do not share DNA with.
The key is to take these NAD’s for what they really are: research suggestions. Keep your expectations low, and then you will be pleasantly surprised when you are able to verify a connection.
Ready to learn more about DNA testing for family history? Click here to watch two video interviews in which Lisa and I chat about genetic genealogy.
My DNA quick reference guides can get you started on your own DNA research, or help you unpuzzle and maximize results you don’t fully understand. Click here to see all six guides: purchase them individually or as value-priced bundles.
Is lack of time or lack of cooperation getting in the way of you capturing memories? Your descendants are depending on you to pass down the family’s history. Genealogy Gems readers and listeners share their creative solutions to the age old challenge of capturing the future’s history today!
Recently I wrote a post called Remembering Dad with a Family History Interview Video. In that post I shared the video I made of my husband Bill’s interview about his father. I’ve been delighted to hear from so many of you Genealogy Gems readers about your own interview strategies for gleaning stories and memories from loved ones.
Sharon C. wrote to explain her creative approach to interviewing her mom:
As my mother grew older (she lived to be almost 94), her vision got very bad. So, I bought her a large screen T.V. Then, I attached my video camera to the T.V. and a microphone to her from my camera, and we went through her old photo albums, with my camera on the photos, but the photos projected to her on the large screen T.V. We then talked about the photos and I asked her questions about the people, but she saw the picture on her T.V. Her narrative and the pictures were recorded on my video. Voila!!! her pictures, her voice, her details, on the camera and she didn’t even realize that it was being recorded. She thought she was just discussing the pictures from the album. At one point, her two brothers were present and I was able to get their input as well, at the same time.
Patricia D. shares how she captures her husband’s stories without having to find time to do it in their busy schedule:
Lisa, I enjoyed your article about trying to interview your husband, who is shy about being interviewed. My husband and I found a painless way to do an interview. When we are traveling he gets sleepy if no one is talking to him, so I decided interviewing him in an informal way about events in his life would serve two purposes. He wouldn’t get sleepy, and I would get information about his life story.
I take my iPad when we’re traveling and as I ask him questions I type his responses into Pages (app). Usually one question leads to another, so we seldom run out of information. He enjoys reminiscing about the past, and I enjoy hearing it, since he seldom mentions it without being prodded.
When we get home I polish up what I have written and transfer it to my computer. I store it in a folder labeled ‘Don’s life.’ Eventually we will have enough to write the story of his life, with lots of pictures. And it’s completely painless.
This is a wonderful, creative way to capture stories and spend time with family!
Curt S. is not only capturing his stories for his family, but he’s also brightening the lives of others:
Hi Lisa, I love the story about a lady interviewing her husband while driving to keep him awake and to share his life stories. I too came up with a neat way to share my life story. Every year at Christmas time when my family gathers together I seem to always be asked to tell one of my stories, as I have a lot of stories, mostly very funny stories. Even at my former work my boss and co-workers would ask me to tell certain stories again.
So, it dawned on me that I needed to find a way to tell these stories so that I could leave a legacy to my kids and their descendants. We are always suggesting to others that they interview their living ancestors while they have the chance. So why not tell your own story.
To motivate myself to tell my stories, I created a blog, in which I tell one of my stories approx, once every other week. Then after I publish the blog story, I copy and paste into my Legacy 9 software, into the story feature, which then puts the story in chronological order that later can be published in a book format.
So here is the address to my blog. If you go there you will see the kind of stories I am telling. I have identified over two years worth of stories so far that I can share on my blog.
When it comes to family history, there is definitely an element of methodology – but that doesn’t mean there can’t also be creativity! Everyone’s family is different, and what works for some may not work for others. So don’t be afraid to put your own spin on research ideas, and customize them to work for you. Thank you to everyone who submitted their strategies, and I hope you’ve got at least one new idea to try out!
Family History Writing Resource
The Story of My Life workbook, written by our very own Sunny Morton, makes it easy to record your memories, and the memories of your loved ones. Simply follow the prompts to preserve memories from your entire life.