Understanding Genealogy Sources: Why “Provenance” Matters

Before you rely on any genealogical sources for your family history research, you should know their provenance. Ask these questions about the records you find—and you’ll better understand the source and what it may (or may not) be telling you.

Provenance Genealogy

Genealogy Gems

In the art world, knowing the provenance of a piece is crucial to understanding its value. Provenance looks at an object’s origins, history, and ownership. These can shed light on whether the piece is authentic. In other words, it tells us whether it truly was created by the attributed artist in the stated timeframe. It also provides insight into the value of the item.

genealogical sources

Provenance defined

Genealogical sources: Why provenance matters

The principle of provenance is true for genealogical sources, too. Records created at the time of an event by eyewitnesses are generally much more credible. Documents created in places associated with your relatives, by people who knew them, are much more likely to pertain to them (rather than to other folks by the same name). The same holds true for objects that are passed down through the family. Therefore, whether you’re looking at a family Bible or a typescript of a reminiscence you find online, it’s important to learn as much as you can about it so you know how much to trust it.

Questions to ask about your genealogical sources

What type of document or item is it? When was it created?

The nature of an object or record can often tell you something about its history or credibility. In the case of a photograph, we might ask these questions:

  • What type of photograph is it? (tintype, carte de visite, Polaroid, etc.)
  • Is there printing or writing on the back of the photo?
  • If it’s a studio portrait, is the studio’s name and location identified?

For example, this photograph is a daguerreotype. It is a type of image taken on a silver-coated copper plate. Photo expert Maureen Taylor says these types of photos were in most use from 1839 to about 1865. You can learn additional clues from Maureen about using hairstyles, fashions, and other clues in the actual image in her book, Family Photo Detective.

lady_in_black_daguerreotype genealogical sources

Daguerreotype

Perhaps you have a manuscript in your grandma’s handwriting. Is it a diary or an autobiographical sketch? Is it dated or signed? Is it an original or a photocopy?

You will likely date these items, associate them with specific relatives, and judge the reliability of their contents based on answers to questions like these.

If a document isn’t identified, study it closely for clues as to what it is. Contributing Editor Sunny Morton has spent a lot of time studying old diaries and life story writings. Here are some tips from her on understanding them:

  • Diaries and journals were created gradually over time. You may see date headers before some entries and changes in the handwriting or ink. Entries often focus more on the present or immediate past than the deep past and they wouldn’t reveal future events because they hadn’t happened yet.
  • Autobiographical sketches or reminiscences may or may not be labeled and dated as such. These were usually written much later in someone’s life, often over a short period of time. The writer’s tone may be more formal, introspective, defensive, or self-conscious as she reflects on the past.

Look at all other documents and items that are associated with the source in question. For example, not long ago I received a box of old family items from my sister-in-law. The box originally belonged to my mother-in-law (Pat) and held an eclectic mix of mementos. One item of particular interest was a Guest Book sporting a cover made of wood. I immediately understood the significance of the cover because my father-in-law (Bill) had worked his entire career in the forest products industry. But that didn’t mean that the book actually belonged to my in-laws. Further examination was required.

genealogical sources

The Guest Log

Before removing the book from the box, I made note of what was tucked in around it. Perhaps all of these items were unrelated, or perhaps they had all come out of the same closet. Slow and careful examination is key identifying all the potential clues about the item.

It took several hours of reading through the various entries to determine that the Book was given to Pat and Bill as a gift by Pat’s parents. It contained many original signatures acquired over many years from a wide range of friends and family.

If you’re looking at digitized records online, read the description of the record collection. If you’re in an archive, read the finding aid or other collection description. (Genealogy Gems Premium subscribers can learn more about using finding aids in Genealogy Gems Premium Podcast episode #149.)

Records or artifacts may come with dates or timeframes associated with them. Sometimes there is no date or only a rough range of possibilities. You may have to rely on clues from several sources to date the item and match it up with your family history timeline. For example, this quilt was found in a suitcase in my Grandmother Pauline Moore’s closet after her death with this note pinned to it.

genealogical sources

The quilt made by my great grandmother

genealogical sources

The note that was pinned to the quilt.

She says in the note that it was made by her mother before her stroke, which occurred in the 1960s. Based on the flour sack fabrics, I would date it more in the range of 1925-1945. It’s possible that she may have hung on to all these scraps and made it later in life. But I know from past conversations with my grandmother that most of her mother’s quilting was done in the earlier timeframe. Adding strength to my theory is a dress that hangs in my laundry room. I inherited the dress from my grandmother years ago. I have photos of her wearing it in the pre-World War II era. It contains some of the exact same fabric that makes up the quilt.

My grandma’s 1940s house dresses.

Finally, with documents especially, consider whether you’re looking at the original version, meaning the first format it ever took. Whenever possible, consult the original. Indexes, typed-up copies, or abstracts are convenient reference tools. In some cases, they are the only versions you’ll be able to access. However, they may not be as complete or accurate. Handwritten copies of older originals may have been made in the days before photocopying technology.

Here’s a digital copy of a 4-page family history written by Sunny’s great-aunt Lena Hall (1903-1981). Sunny received this copy from her mother. The title “as told by” at the beginning hints that this is a typed version of an oral history. If an original audio taped version still exists, Sunny doesn’t have it. So in this case, this is the best version she can get.

genealogical sources

Document by Lena Hall

When was it written? A note at the end simply says the document was “copied by a niece” in 1987. It was created after 1950 because Aunt Lena names that as the year her father died. Aunt Lena states that her parents now had “25 grandchildren, 58 great-grandchildren, and 4 great-great-grandchildren.” Studying a complete family tree in descendancy view would likely reveal when her parents had only four great-great grandchildren—perhaps the best way to date this document.

If you can’t identify or assign a rough date to an artifact, consult a professional historian, genealogist, appraiser, or others with knowledge of particular documents or objects.

Where was it created and where has it been kept over the years?

Sometimes, family history sources are labeled with place names, like the city stamped on the front of an old photographic studio portrait. These can help you connect them with your family—or confirm that they don’t pertain to your family.

Where the source has been kept over time, and who has kept it, is an important part of provenance. For example, last summer, I was given this camera by my uncle.

camera and old film genealogical sources

He said it was originally owned by my grandma, Alfreda Louise Burkett. Much to our delight, we discovered that the camera had unexposed film inside! I scurried off to a few local stores, and quickly learned that the film pre-dated the current standard 35mm film, and they couldn’t process it. As I mentioned before, there are times when you will need to consult an expert, and this was one of them. Google led me to a specialty photography store about an hour from my home. It also served up this website which revealed that the camera type (Kodak Senior Six-20) was produced from 1932-1937.

The knowledgeable folks at the photography store connected me with a highly specialized film developer in Colorado. I’ve sent the film for processing. They told me the film type (C-22) can be dated to pre-1970s. This time frame makes sense: my grandma passed away in 1986.

As long as it has taken for this camera to make its way to me, I’m going to have to wait a little longer to see what the roll of film reveals. There is so little of this film still in existence that it can take up to 18 months for the developer to collect enough of it to warrant a processing run. When the happy day arrives that the photos appear in my mailbox, I’m optimistic that the images will further help me narrow down the timeframe between the 1930s and the 1970s when they were taken.

This chain of ownership—from my grandma to her son to me—is strong and reliable, based on my confidence in my uncle’s memory and honesty. This makes me more confident that the pictures inside that camera will be of my family. Stay tuned, because I will surely share the outcome here on the blog.

Why was it created?

The original purpose of a source is highly relevant to how much faith you put in its contents. For example, a woman might have altered her testimony in divorce proceedings in an effort to minimize damage to her own reputation and future. A man filling out his draft registration paperwork may have lied about his age or citizenship, either to avoid military service or in order to be included despite being under age. And most certainly newspaper articles may be filled with a variety of biases by the author, publisher, or those being interviewed. Give careful thought to these possible motivations when evaluating the contents of records.

Does it appear to be complete?

Whenever possible, consider a source as a whole. It’s tempting to want to zero in on the paragraphs or photos that interest you most, but you may miss out on important information that changes what this source has to tell you. The specific placement of a photo in an album can be as significant as the printed photographic image. A photo’s position can indicate the relationship of the people in the photo to others on the same page, or the timeline of events.

genealogical sources

Image: Genealogy Gems

Take note if any part of the source appears to be missing or illegible, especially if it appears that some of it has been deliberately removed, erased, or crossed out. You may be able to make more sense of the partial information—or take a guess at why it was removed—as you learn more about the family. (My grandma’s diaries from the 1930s gave me insight into this photo!)

There may be a perfectly innocent reason for the change. But you may also be seeing evidence that someone who wanted to erase unpleasant memories or conceal a scandal.

Who was the informant?

The informant in any record is the person who supplied the information. Sometimes this is the same person who created a record, such as the writer of a diary. In the case of a U.S. census, the informant is the person in a household who told the census enumerator about the people who lived there. In most cases, it’s impossible to know who the informant was. Thankfully in 1940, census enumerators were instructed to mark the informant with a circled “X,” as shown in these two households.

genealogical sources

Remember that a source may have multiple informants, who would have been in the best position to provide certain kinds of information. Below is the death certificate for Mary Mollie Overbay, beloved grandma and hero of Genealogy Gems contributing writer Margaret Linford. (Read more about her here.) In this death certificate, Informant #1 reported the deceased’s personal information, and would typically have been a close relative. Informant #2 provided the medical particulars relating to the death, and would typically have been the attending physician.

genealogical sources

Death Record Informants

 

What primary and secondary information is revealed in this record?

Historical evidence can either be considered primary or secondary information. Genealogical scholar Thomas W. Jones defines these terms in his book, Mastering Genealogical Proof:

  • Primary information is that reported by an eyewitness. Primary information often was recorded soon after the event, but it may be reported or recorded years or decades later.
  • Secondary information is reported by someone who obtained it from someone else. It is hearsay.”

The same document can include both primary and secondary information (which is why we now talk less about primary and secondary sources and more about information). On the death certificate above, Informant #1 shares the deceased’s last name, so was likely a relative. He likely had first-hand knowledge of the deceased’s marital status, spouse’s name, and occupation. If Informant #1 was the deceased’s father, he would also likely have provided primary information relating to the deceased’s birth, place of residence, and parents’ names. Secondary information he reported would include his own birthplace (as father) and that of his wife (since he presumably wasn’t present for it). If Informant #2 was the deceased’s attending physician, he would have provided primary information about the deceased’s immediate and contributing causes of death.

How do all these clues add up?

It’s clear that as genealogists our goal is not only to evaluate each family history source, but also each piece of information it provides. We need to scrutinize it from many angles and make some judgments. Asking the right questions helps us ultimately answer the all-important question: how much do you trust what this record is telling you?

Next steps: Keep learning

Is there more to do after you review a family history artifact or record and extract every piece of information from it? You bet! Create a research plan that will help you find other records to verify or shed additional light on the information in the document. For example:

  • If you’ve got a death certificate, look for other death-related records, such as an obituary, tombstone inscription, and funeral home records.
  • Follow up on additional leads provided in the source. A death certificate sometimes mentions a Social Security number or military service, both of which have their own paper trails.

If you’re new to research plans or looking for a way to take them paperless, you’ll find detailed answers in my video class “Using Evernote to Create a Research Plan.” The video and handout download are available to Genealogy Gems Premium Members.

Evernote for genealogy genealogical sources

Genealogy Gems Premium Video Class

Genealogy Gems Episode 202 – Free Episode

The Genealogy Gems Podcast
Episode 202
Lisa Louise Cooke

Highlights of this episode include:

  • AncestryDNA’s new Genetic Communities: An Interview with Catherine Ball, Ancestry’s Chief Scientific Officer;
  • Meet contestant Joe Greer from Relative Race, the genealogy reality show;
  • The new Genealogy Gems Book Club featured title: a novel from an internationally best-selling author
  • A botched reference to the 1950 census in a Stephen King novel?and 5 tips for counting down to the 1950 census release in exactly 5 years
  • Naming traditions tip from a listener
  • Lisa’s Google search strategies: search operators, YouTube and more

 

NEWS: ANCESTRYDNA GENETIC COMMUNITIES

Ancestry.com rolls out AncestryDNA Genetic Communities

FREE VIDEO: Introducing AncestryDNA Genetic Communities

Genealogy Gems Podcast episode 201 about new AncestryDNA study

 

NEWS: MYHERITAGE CONSISTENCY CHECKER

Access by logging in to your MyHeritage account and find this tool under the Family Tree dropdown menu:

 

 

 

 

 

 

 

This podcast is sponsored by:

MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Visit www.MyHeritage.com

 

 

A Similar Tool: RootsMagic Problem Search

 

 

 

 

 

 

 

 

In RootsMagic, find it under the Tools menu. Select Problem Search, then Problem List to select the different kinds of problems you can have RootsMagic identify for you and to choose what age ranges you decide are out of bounds for a new father or mother.

Thank you to our podcast sponsors:

Backblaze lisa louise cooke

animoto how a genealogy society can grow membership

MAILBOX: NAMING TRADITIONS

download backblaze

Norwegian naming traditions tip from a listener

Irish naming conventions mentioned in this Q&A with Irish expert Kate Eakman

Mexican Genealogy Guide by David A. Fryxell

2 more places to find naming traditions:

Google search: for the name of the country or ethnic group, plus naming traditions

FamilySearch Wiki


MAILBOX: GOOGLE SEARCH OPERATOR TIP: “Oppenheim the butcher, NOT the bomb!”

FREE VIDEO TUTORIAL:
Speak Google’s Language: Google Search Operator Basics

The Genealogist’s Google Toolbox, 2nd edition by Lisa Louise Cooke

Google Drive and other tips

 

 

 

 

MAILBOX: STEPHEN KING AND THE 1950 CENSUS

To search inside books in Amazon:

 

 

 

 

 

 

 

 

INTERVIEW: JOE GREER ON RELATIVE RACE

Meet Team Black: Joe and Madison Greer of Portland, OR

Joe Greer Relative Race

 

 

 

 

Relative Race BYUTV

Relative Race: “What happens when genealogy meets reality TV? Using their DNA as a guide, contestants embark on the ultimate road trip across America, completing challenges and meeting unknown relatives along the way.”

Click here to watch past episodes online for free.  The last two episodes of season two, 9 & 10, will air back to back respectively at 7pm MT/9pm ET and 8pm MT/10PM ET on Sunday, April 30.

Click here to learn more about the show

 

BONUS CONTENT FOR GENEALOGY GEMS APP USERS
Free PDF summary of 8 top genealogy TV shows from the past several years and where you can watch them online?a few of them for free, including Relative Race.

The Genealogy Gems app is FREE in Google Play and $2.99 for Windows, iPhone and iPad users.

 

INTERVIEW: Catherine Ball, Chief Scientific Officer, Ancestry.com

About Catherine Ball: Chief Scientific Officer at Ancestry

Catherine Ball Ancestry

FREE VIDEO DEMO: Introducing AncestryDNA Genetic Communities

Study using AncestryDNA data identifies group migration patterns

Thanks to Your DNA Guide Diahan Southard for joining us to talk about this new development in genetic genealogy. Click here to learn more about Diahan’s how-to DNA video tutorials and personal consultation services for solving your family history mysteries with DNA.

 

GENEALOGY GEMS BOOK CLUB

New featured title: The Whole Town’s Talking by Fannie Flagg

 

A multi-generational novel about a Swedish immigrant and the town he builds in the American Midwest by luring other Swedish settlers and a mail-order bride. As characters die, they take up residency in the local cemetery and continue to comment on the activities and people of the town.

Also recommended by Fannie Flagg: The All-Girl Filling Station’s Last Reunion

New from past Book Club authors:

The Missing Man by Nathan Dylan Goodwin, a novella in his popular Forensic Genealogist series

Everyone Brave is Forgiven by Chris Cleave is now available in paperback

Everyone Brave is Forgiven Chris Cleave

PROFILE AMERICA:
THE LOUISIANA PURCHASE

 

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Diahan Southard, Your DNA Guide, Content Contributor

Lacey Cooke, Service Manager

Vienna Thomas, Associate Producer

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Registration for FGS 2018 Is Open

Here’s the latest news from the Federation of Genealogical Societies and their 2018 conference.  FOR IMMEDIATE RELEASE 3 May 2018 – Austin, Texas Registration is open for the Federation of Genealogical Societies Annual Conference in Fort Wayne, Indiana 22-25...

Episode 68: Avoid Rabbit Holes and Find More Genealogy

Video and Show Notes

We all need reminders now and then to work smart and stay focused. This week we’re going to revisit two early episodes of Elevenses with Lisa that will help you do just that. I’m bringing them out from behind the Premium Membership paywall and making them available for free this week. We’ll cover concrete strategies for staying focused on what matters most, while not losing track of opportunities that present themselves. You’ll also learn about free tech tools that you can put in place to give you peace of mind, take back those lost hours, and help you be more productive. 
 
These will be presented back-to-back as Live Video Premieres on my Genealogy Gems YouTube channel. In part 1 we’ll cover what makes us vulnerable to getting distracted, and how a research plan can help. In part 2 we’ll talk about how to deal with BSOs (bright shiny objects!)

Watch Live: Thursday, August 26, 2021 at 11:00 am CT  (calculate your time zoneThree ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player above. 2. Participate in the live chat by watching on YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat.  3. Video Player above (Replay) – Available immediately after the live premiere and chat. 

How Alice the Genealogist Avoids the Rabbit Hole Part 1

Don’t let unexpected genealogical finds send you down a rabbit hole any longer. We’ll cover concrete strategies for staying focused on what matters most, while not losing track of opportunities that present themselves. You’ll also learn about free tech tools that you can put in place to give you peace of mind, take back those lost hours, and help you be more productive.

Vulnerability to Rabbit Holes

In order to improve in anything, you have to know your vulnerabilities. When it comes to falling down a genealogical rabbit hole I’ve identified 5 of the most common vulnerabilities:

  1. Not having a crystal-clear research question
  2. Not having your next steps mapped out
  3. Not having a specific method for dealing with BSOs (bright shiny objects)
  4. Not implementing that method consistently
  5. No muscle to stick with your plan

We’re going to tackle 1, 2, and 3 above. With these in place I believe you’ll feel confident and take care of 4 & 5!

1. Write a Research Question

Before beginning your research, take a moment to write out your research question or statement. It will help guide you and keep you on task. Think about what you want to specifically accomplish. State your goal in specific terms: “Identify the village in Germany where Louise Nikolowski and her family were from so I can locate church records.”

Effective Research Questions

(Per the Board of Certification of Genealogists) Genealogy Standards #10: Questions underlying research plans concern aspects of identity, relationship, events, and situations. The questions are sufficiently broad to be answerable with evidence from relevant places and times. They are sufficiently focused to yield answers that may be tested and shown to meet or not meet the Genealogical Proof Standard.” Genealogical-research questions:

  • clearly describe a unique person, group, or event as the focus of the question
  • clearly state what kind of information that you’re hoping to discover, such as an identity, relationship, event, or biographical detail.

Keep this research question in front of you by:

  • printing it out and setting it in front of your monitor
  • putting it on a “sticky” note on your computer’s desktop (virtually or physically!)
  • writing it at the top of your physical or virtual notebook.

2. Map Your Next Moves

Break your primary research question down into smaller, individual research questions. According to Elizabeth Shown Mills, after analyzing the existing data: “we prepare a research plan that defines:

  1. the resources to be explored
  2. the strategies to be applied
  3. the individuals who are to be included in that search
  4. any special circumstances that will affect the project.”

Example Question: Where is the birthplace of Gustav Sporowski (father of Alfreda) who resided in Gillespie, Illinois in 1910-1918?

Actionable Steps

Here are examples of questions to be answered that support the research question: Question 1 – Did he apply for citizenship? If so, what is listed? Question 2 – Find passenger list: what place of origin is listed? Question 3 – What was listed for other passengers accompanying him? (If any) Question 4 – Where are other Sporowskis from that are listed in passenger lists? For each question above, make a list of the resources (records) you need to find to answer these questions, and where you plan to look for them. Track the outcome.  “we prepare a research plan that defines:

  1. the resources to be explored
  2. the strategies to be applied
  3. the individuals who are to be included in that search
  4. any special circumstances that will affect the project.”

 

Part 2 Video and Show Notes

Don’t let unexpected genealogical finds send you down a rabbit hole any longer. In this episode I cover concrete strategies for staying focused on what matters most, while not losing track of opportunities that present themselves. You’ll also learn about free tech tools that you can put in place to give you peace of mind, take back those lost hours, and help you be more productive.

Identify BSOs (Bright Shiny Objects)

You can’t avoid danger (to your current research plan) if you don’t know what it looks like! My test will help you determine if what has caught your eye while researching online is a BSO.

how to identify a bso

How Alice identifies a BSO

Take the BSO Test:

  1. Does this get me closer to answering my research question?
  2. On a scale of 1 – 10 how potentially critical is this to my research?
  3. Am I willing to give up finding the answer to my research question to pursue this?

Once you’ve identified BSOs, it’s time to implement a process for dealing with them so you can stay focused on our research question, as well as return to the BSO to explore its potential.

5 Ways to Capture & Return to BSOs

1. Use a Cloud Note-taking Service

Get yourself a free Cloud note-taking tool (Evernote, OneNote, Google Docs, etc.) and use it consistently. Use the website, software, and/or app to capture unexpected finds while researching. I happen to use Evernote. If you’re new to Evernote, here’s a quick video that will help explain it to you. Here’s an example of how I use Evernote to capture BSOs:

  • Create a tag in Evernote called BSO.
  • Each time you come across something that tempts you to deviate from your current focus, clip it and tag it with the BSO tag. This will allow you to move on with your research plan with confidence, knowing that it will be easy to locate and pursue the BSO later.
  • Add additional tags if desired to help you remember what it was about or why it interested you, such as a surname tag.
  • Evernote notes can have multiple tags, so use them.
  • Annotate the note to provide additional information as to why the BSO caught your eye, and what you plan to follow up on later.
  • Evernote will attach a link to the page where you clipped the item to the note. This means with one click you can return to the original source. 
Notes tagged in Evernote

Notes tagged in Evernote

The benefit of using a Cloud-based note-taking tool is that your notes will be available to you on all your devices (depending on whether you have a free or subscription plan.) You can add additional information to your notes, and work with them anytime, anywhere.

Use Snagit to do Your Screen Clipping

You can also use Snagit to do your screen clipping and annotations. Automatically send the completed image to Evernote via the Share feature, or Copy and Paste it into a new note. Learn more about this powerful screen clipping tool: Elevenses with Lisa episode 61– How to use Snagit for genealogy Elevenses with Lisa episode 67 – Advance clipping techniques with Snagit.  Get Snagit with our affiliate link and get a discount for a limited time. (thanks for supporting our free content!) 

 Don’t worry if it initially shows as Euros in the cart. When you enter your address including country, it will convert the currency appropriately.

2. Schedule BSO Time One of the main reasons we get side-tracked by BSOs while working online is that we are afraid if we don’t look at it right now we’ll lost it or never go back to it. By scheduling time  specifically for working on tagged BSOs, you will feel more confident about letting them go while you are working on a research plan. I schedule my time in the free Google calendar. You can have several different calendars (i.e. categories of types of things you schedule.) Create a “BSO” calendar and color code it so it’s easy to spot. Schedule BSO time and follow up items as future events on your calendar. Set Notifications and Email Reminders for each item.

Schedule your BSO time

Create a “BSO” calendar

Scheduling BSO times means you can mentally let them go for now! 

Resources

Show Notes PDF – click here to download the show notes PDF for this episode. (Premium Membership log in required.) 

Genealogy Gems Premium Membership

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