Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 4: Attending Genealogy Conferences and Vital Records Requests
In our first segment, our guest is the longtime online news anchorman of genealogy, Dick Eastman, the author of Eastman’s Online Genealogy Newsletter. He talks about the changing industry and the benefits of attending genealogy conferences.
Next, you’ll learn the ins and outs of using some “vital” sources for U.S. birth and death information: delayed birth records, Social Security applications (SS-5s) and death certificates.
Genealogy Conferences Conversation: A Few Updates
Dick and I talk about Footnote.com as a relatively small site. Has that ever changed! Footnote.com is now Fold3.com and it’s a go-to site for millions of online American military records.
Family History Exposstill offers an exciting conference, especially for first-timers. But there are others as well: In the United States, there’s RootsTech, the National Genealogical Society and many state and regional conferences (like one near my home, the Southern California Genealogical Society’s annual Jamboree). Find a nice directory at Cyndi’s List. Many conferences are starting to offer live streaming sessions for people who can’t attend: check websites for details. In addition, Family Tree University offers regular virtual conferences—where sessions and chat are all online! If you live outside the U.S., look for conferences through your own national or regional genealogical societies. If you can get to London, don’t miss Who Do You Think You Are Live.
Dick now writes all of his Plus content himself. If you haven’t already checked out Eastman’s Online Genealogy Newsletter, you should! Both his free and Plus newsletters are great insider sources on what’s new and great (or not-so-great) in the family history world.
The SS-5
You can order a copy of the application that your ancestor filled out when they applied for a Social Security Number: the SS-5. I have done this, and they really are neat, but they aren’t cheap. So let’s talk about the facts you’re going to find on them so you can determine if it is worth the expense.
The SS-5 has changed slightly over time, but may include the applicant’s name, full address, birth date and place and BOTH parents’ names (the mother’s maiden name is requested). If your ancestor applied prior to 1947 then you will also very likely find the name and address of the company they worked for listed, and possibly even their position title.
Here’s an example of a Social Security application form:
In the 1970s, the Social Security Administration microfilmed all SS-5 application forms, created a computer database of selected information from the forms, and destroyed the originals. So it’s important to order a copy of the microfilmed original, rather than a printout or abstract from the Administration’s database. And luckily now you can request a Social Security Application SS5 Form online under the Freedom of Information Act.
It will help to have your relative’s Social Security Number (SSN) when you apply for a copy of their SS-5. First, it gives you greater confidence that their SS-5 exists. Second, it’s cheaper to order the SS-5 when you have their SSN. Third, the Social Security Death Index, in which you’ll find their SSN, usually has death data that makes your application for their SS-5 stronger. Privacy concerns have caused some genealogy websites to pull the SSDI, but you can still search it (in many instances for free) at the links provided in Episode 3.
Finally, here’s a little background on the Social Security Number itself. The nine-digit SSN is made up of three parts:
The first set of three digits is called the Area Number. This number was assigned geographically. Generally, numbers were assigned beginning in the Northeast and moving westward. So people whose cards were issued in the East Coast states have the lowest numbers and those on the West Coast have the highest numbers.
Prior to 1972, cards were issued in local Social Security offices around the country and the Area Number represented the state in which the card was issued. This wasn’t necessarily the state where the applicant lived, since you could apply for a card at any Social Security office.
Since 1972, when the SSA began assigning social security numbers and issuing cards centrally from Baltimore, Maryland, the area number assigned has been based on the ZIP code of the mailing address provided on the application for the card. And of course, the applicant’s mailing address doesn’t have to be the same as their place of residence. But in general the area number does give you a good lead as where to look for an ancestor.
The next two digits in the number are called the Group Number, and were used to track fraudulent numbers.
The last set of four digits is the Serial Number, and these were randomly assigned.
UPDATE: The website for ordering Social Security applications (SS-5s) has changed since the podcast first aired. For current ordering instructions, including online ordering, click here. The cost is still $27 to order a deceased relative’s SS-5 if you know the Social Security number and $29 if you don’t know it.
Delayed Birth Certificates
After 1937 folks who qualified to apply for social security had to have proof of their age. If they were born prior to official birth certificates being kept in their state, they applied for a delayed birth certificate.
Anytime someone needs a birth certificate for any reason, they have to contact the state—and often the county—in which the birth occurred. If a birth certificate exists, they can simply purchase a certified copy. But if there were no birth certificates issued at the time of the person’s birth, they could have a “delayed birth certificate” issued by that state or county.
In order to obtain a delayed certificate, they had to provide several pieces of evidence of their age. If these are considered satisfactory, the government would issue the certificate and it would be accepted as legal proof of birth by all U.S. government agencies.
Originally people turned to the census for proof of age. But eventually the Social Security Administration began to ask for birth certificates. For folks like my great grandmother who was born at a time and place where birth certificates were not issued, that meant they had to locate documents that could prove their age and allow them to obtain a delayed birth certificate. Delayed just meaning it was issued after the time of the birth.
Delayed birth certificates are not primary sources. (Remember we talked about PrimarySources in Episode 2. Since the delayed certificate was based on other documents, and not issued at the time of the event by an authority, such as the attending physician, then it is not a primary source. This means that while it’s great background information, it is more prone to error. In order to do the most accurate genealogical research you would want to try to find a primary source if possible. Chances are your ancestor used another primary source, such as an entry in the family bible, to obtain the delayed birth certificate.
The process for ordering a delayed birth certificate is likely going to be the same as ordering a regular birth certificate. You would start with the checking with the county courthouse, and then the Department of health for the state you’re looking in. Let them know that the birth record is a delayed birth certificate. Also the Family History Library card catalogue would be a place to look as many were microfilmed. Go to www.familysearch.org and search for delayed birth records by clicking on Search from the home page. Then click Catalog and do the keyword search just as the episode instructs, using “delayed birth” as your keyword. (Within that search, you can also add parameters for the place name.)
So the lesson here is that even though your ancestor may have been born at a time or in a location where births were not officially recorded by the state, they may very well have a delayed birth certificate on file.
Ordering Death Certificates
The Social Security Death Index is just one resource for getting death information. But in the end you’re going to want the primary source for your ancestor’s death, and that’s the death certificate. While many of your ancestor’s born in the 1800s may not have a birth certificate, there is a much better chance that they have a death certificate since they may have died in the 20th century. Each state in the U.S. began mandating death certificates at a different time, so you have to find out the laws in the state, and probably the county, since death certificates were filed at the county level.
As I said before, the death certificate is going to be able to provide you with a wealth of information. Of course you’ll find the name, date of death and place of death, and possibly their age at death and the cause and exact time of death, place of burial, funeral home, name of physician or medical examiner and any witnesses who were present. The certificate is a primary source for this information.
You may also find information such as their date and place of birth, current residence, occupation, parent’s names and birthplaces, spouse’s name, and marriage status. But because this information is provided by someone other than the ancestor themselves it is really hearsay, and the certificate is considered a secondary source for that information.
And lastly you may find a name in the box that says Informant. This is the person who reported the death to officials. Informants are often spouses, children, and sometimes, depending on the person’s circumstances, just a friend or neighbor. But the informant is almost always someone that you want to investigate further because they obviously were close to your ancestor.
Once you think you know the location where your ancestor died, and the approximate if not exact death date, you’re ready to order a certificate. If the person died in the last 50 years you’ll probably have really good luck at the county courthouse Department of Vital Records. The older the record, the more likely it may have been shipped off by the county records department to the state Department of Health. Look for helpful links to death records at Cyndi’s List Death Records.
Here are some tips that will ensure that you don’t get bogged down in bureaucratic red tape:
Get the appropriate request form – this is usually available online.
Print neatly and clearly – if they can’t read it, they will send it back to be redone.
Provide as much information as you have.
Provide a self addressed stamped envelope.
Make one request per envelope.
Include a photocopy of your driver’s license to prove your identity.
Be sure to include your check for the exact amount required.
Make a copy of the request form for your records and follow up.
Lastly, keep in mind that county offices have limited personnel and are often swamped with paper work. So my best advice is that the more courteous and thorough you are the more success you’ll have.
Online Death Indexes
In the case of very old death certificates, as well as birth certificates, some state agencies have opted to hand them over to state Archives and Historical Societies, or at least make them available for digitizing.
And there you have it, lots of different avenues for tracking down your ancestor’s death records providing you with key information for climbing your family tree.
Nearly 2.5 million French genealogy records are among the free collections now available online at FamilySearch.org. Also: German church records, Dutch civil registrations and 3 free digital archives for researching U.S. ancestors in CT, GA and NJ. Free French...
In this “Blast from the Past” episode, Lisa gives voice to the era of silent films, in a unique approach to understanding her great-grandmother’s life. Her passion for this mostly-forgotten film genre comes through in her conversation with film archivist Sam Gill of the Niles Essanay Silent Film Museum in Fremont, California.
Don’t miss these fun segments, too:
A listener writes in after discovering a birth mom’s story in passport records (see what lengths he goes to in order to access the records!).
Just after RootsTech 2018, Your DNA Guide Diahan Southard reports on the latest DNA news you’ll want to know.
NEWS: DNA NEWS ROUNDUP
First up was MyHeritage, showing their support for the 7 million adopted individuals in the United States with their new DNA Quest campaign. MyHeritage will provide 15,000 DNA test kits to eligible participants free of charge, in order to help these adoptees use DNA to reunite them with their biological families. With this initiative they “hope to make this project a shining light for corporate philanthropy and an example to be followed by other commercial companies in their own lines of expertise to make the world a better place.” MyHeritage has assembled an advisory board of genetic genealogists and genetic counselors to help drive this project and ensure it meets the needs of the community. If you or someone you know is interested in participating, you can head on over to the DNA Quest website (www.dnaquest.com) to fill out an application. But you better hurry, the application deadline is April 30, 2018.
Next, addressing the biggest problem in genetic genealogy, namely the looming What Next? question facing millions of newly swabbed participants, MyHeritage announced the Big Tree ? a giant network of genetic and genealogy results that will automate much of the match comparison and tree searching to replace your head-scratching with light-bulb moments. They have already made significant headway on this project, as reported in the journal Science, which MyHeritage’s own chief scientific officer Yaniv Erlich collaborated on. The journal reports that the team of scientists successfully extracted public family trees from Geni.com (a MyHeritage daughter company), and then used a computer program to clean up and link the trees together. It sounds like MyHeritage will be adding genetic data to this kind of tree data in their Big Tree project.
MyHeritage isn’t the only company out to improve the DNA matching experience. UK based LivingDNA announcedthat they plan to add DNA matching to their popular origins test by third quarter 2018. When they launched in October of 2016, LivingDNA was not offering cousin matching, but opted instead to focus all of their resources on providing very detailed origins reports, including breaking down the UK in to 46 categories. In the months since their launch, they have been working on a genetic matching system, called Family Networks, that will appeal to a wide range of users and will “reduce the risk of human error and take away the tedious task of figuring out how each person on a user’s list are related to one another.” They are promising an experience that provides “a level of relationship prediction and specificity beyond anything currently on the market.”
So it sounds like if you are currently struggling with turning your DNA matches into genealogical discoveries, our testing companies want you to know you are not alone, and they are working hard to provide solutions to these problems. Time will only tell if they can succeed.
Diahan also provides answers to questions asked about this blog postannouncing updates to MyHeritage DNA matching technology and its new chromosome browser.
If you’re listening through the Genealogy Gems app, your bonus content for this episode is a marvelous soundtrack of silent film music, played live (you’ll hear audience laughter occasionally in the background) and supplied by Sam Gill at the Niles Essanay Silent Film Museum. TheGenealogy Gems app is FREE in Google Playand is only $2.99 for Windows, iPhone and iPad users.
GEM: INTRODUCTION TO SILENT FILMS
(Image above: a page from Lisa’s grandmother’s journal)
Genealogy Gems Podcast Episode #2 about transcribing family journals and letters was remastered inEpisode #134.
Niles Essanay Silent Film Museum: the website for this museum is packed with resources: links to Chaplin-Keaton-Lloyd film locations; the International Buster Keaton Society; Classic Images Magazine; a timeline and early history of film and more.
Films mentioned in this episode:
Diary of a Lost Girl starring Louise Brooks (watch trailer)
Shown here: Sam Gill and Lisa Cooke at the Niles Essanay Silent Film Museum on the day of this interview. Throughout their conversation, you hear the sounds of excited theater patrons filling the auditorium before a screening.
Sam Gill’s interest in silent film dates to 1966, when as a college student he traveled to Hollywood to interview his aging heroes from the silent screen comedy era. For more than 20 years, he was Archivist of the Academy of Motion Picture Arts and Science’s Margaret Herrick Library, where he established the Academy’s Special Collections and helped it grow to its current status as the preeminent repository for the study of American cinema. He is currently a Board Member of the Niles Essanay Silent Film Museum. Over the years, he has consulted on or otherwise contributed his expertise to numerous film festivals, museum film programs and film history books.
Sam recently sent us these delightful photos (below) of himself over the years:
(Image 1) 1966: His first trip to Hollywood
(Image 2) 1974: A news article about a research trip to Florida
(Image 3) 2017: A birthday party for Diana Serra Cary (Baby Peggy), the last surviving star of the silent screen, held at the Edison Theater of the Niles Essanay Silent Film Museum; also shown is Rena Kiehn, the museum’s publicity director and store manager
If you’re looking for a specific movie, start with a Google search with the name in quotations (and, if you like, anything else you know about it, such as an actor or director’s name or the year). You may find lots of results, including a Wikipedia page and film history write-ups, but if you want to WATCH it, limit your search results to Video.
You can also turn to free curated collections online, such as:
Netflix.com: Netflix subscribers can access the service’s little-known collection of silent films by entering the Netflix link for browsing its film categories and then the category specific to silent films, 53310:
Your local public library (search catalog: try searching for an actor’s name as author)
Ebay: May be the right place to purchase a hard-to-find title.Click hereto view current results for a search on silent films, filtered to include only movie/film items.
PRODUCTION CREDITS
Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager
Disclosure: This document contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting this free podcast and blog!
In this post I’m going to answer common questions about the best strategy for creating and maintaining your family tree data.
Should I build my family tree online?
This is a question I get in various forms quite often from Genealogy Gems Podcast listeners. But there’s really more to this question than meets the eye. Today’s family historian needs a master game plan for how they will not only build their family tree, but where they will build it, and where they will share it.
On the podcast I describe it this way:
Plant your tree in your own backyard and share branches online.
I’m going to explain what I mean by this by starting at the beginning.
When You Start Your Family Tree
If you’re new to researching your family’s history, you probably started out with one of the big genealogy websites, such as Ancestry, MyHeritage, Findmypast, or FamilySearch. I refer to them as the Genealogy Giants because they have millions of genealogical records, and they offer you the tools to build your family tree on their website. (Learn more about what each of the Genealogy Giants websites have to offer here in this handy comparison guide.)
These sites make it easy to start entering information about yourself, your parents, and your grandparents either on their website or through their mobile app. But should you do that?
My answer is, “not so fast!” Let’s think through the long-term game plan for this important information that is your family’s legacy.
Family is Forever
Genealogy is a hobby that lasts a lifetime. It’s nearly impossible to run out of ancestors or stories to explore.
But have you noticed that websites don’t last forever? And even if they do, their services and tools will undoubtedly change over time.
And there are many, many genealogy websites out there. A large number of them will encourage you or even require you to start creating an online family tree on their site in order to get the most value from the tools that they offer for your research.
As you work with these different genealogy websites, you may start to feel like your tree is getting scattered across the web. It’s easy to find yourself with different versions of your tree, unsure of which one is the most accurate and complete version.
It’s this inevitable situation that leads to my conclusion that you build and protect a master version of your family tree. I’m not suggesting that you can’t or shouldn’t use an online tree. In fact, regardless of whether you do, you need a “Master Family Tree.”
Plant Your “Master Family Tree” in Your Own Backyard
What do I mean when I say that you should plant your “master family tree” in your own backyard? I’m talking about using a genealogy database software program that resides on your own computer. Let’s explore that further.
A master family tree has three important characteristics:
It is owned and controlled by you.
It is the final say on what you currently know about your family tree.
It is protected with online backup to ensure it is safe.
Your Master Family Tree
1. Your master family tree is owned and controlled by you.
If you create an online family tree on a genealogy website (or in the case of FamilySearch’s global online tree, you add your information to it) you have given final control of that information to the company who owns the website.
In order to own and control your tree, you will need a genealogy database software program installed on your own computer. I use RootsMagic(and I’m proud to have them as a sponsor of the Genealogy Gems Podcast) but there are other programs as well.
A genealogy database software program is installed on your computer. The program and the data you enter into it belongs to you and is under your personal control.
Genealogy databases allow you to not only easily enter data, but also to export it. If you wish to use a different program later, or add your existing data to an online tree, you can export your family tree data as a universally accepted GEDCOM file. (Learn more about GEDCOM files in this article.)
2. It is the final say on what you currently know about your family tree.
As you research your family tree, you will come to important conclusions, such as an ancestor’s birthdate or the village in which they were born. It can take a while to prove your findings are accurate, but once you do, you need one location in which to keep those findings. And most importantly, you must be able to cite the sources for that information. That one location for all this activity is your genealogy database.
However, the nature of genealogy research is that it can take some digging to prove the information is correct. During the process of that research you may find information that you aren’t sure about, and it can be helpful to attach it to the online tree that you have at the same website where you found the information. That gives you a way to hang on to it and keep researching. You can always remove it later. We’ll talk more about strategies for using online family trees a little bit later.
Once you are convinced that the information is correct, then its final resting place is your Master Family Tree. You enter the information and add source citations. This way, whenever you need an accurate view of where you are in your completed family tree research, you can turn to one location: your genealogy database software and the Master Family Tree it contains.
3. It’s protected with online backup to ensure it is safe.
Your family tree isn’t safe unless the database file is backed up to the cloud.
Who among us hasn’t had a computer malfunction or die?
It isn’t good enough to simply back up your computer files to an external hard drive, because that external hard drive is still in your house. If your house is damaged or burglarized, chances are both will be affected.
Another problem with backing up to an external hard drive is that they can malfunction and break. And of course, there is the problem of remembering to back it up on a regular basis.
Cloud backup solves all these problems by backing up your files automatically and storing them safely in an offsite location.
Cloud backup is actually very simple to install and requires no work on your part once it’s up and running. (We’ve got an article here that will walk you through the process.)
There are many cloud backup services available. I use Backblaze (which you can learn more about here). As a genealogist I have a checklist of features that are important to me, and Backblaze checked all the boxes.
Regardless of which service you choose the important thing is to not wait another day to set it up. This protection is a critical part of your Master Family Tree plan.
Using Online Family Trees
Now that you have your own database on your own computer that is backed up to the cloud for protection, let’s talk about strategic ways that you can use online family trees.
First, it’s important to realize that you don’t have to create a tree on a genealogy website just because they prompt you to do so. While there are benefits for you to doing so, the company who owns that website actually benefits tremendously as well.
In today’s world, data is very valuable. I encourage you to read the terms of service and other fine print (I know, it’s boring!) because it will explain the ownership and potential use of that data.
While it’s not the focus of this article, it’s important to understand that other industries are interested in family history data, and data may be shared or sold (with or without identifying information, depending on the terms).
But as I say, there are benefits to using online family trees. These benefits include:
Hints – Online family trees generate research hints on the Genealogy Giants websites and some of the other websites that offer trees.
Cousin Connection – Online family trees offer you an opportunity to possibly connect with other relatives who find your tree.
DNA – Online family trees can now dovetail with your DNA test results (if you took a test with the company where your tree resides). This can offer you additional research avenues.
These benefits can be helpful indeed. However, problems can arise too. They include:
Copying – When you tree is public other users of the website can copy and redistribute your information including family photos.
Errors – If you discover an error in your tree, you may fix it, but chances are it has already been widely copied and distributed by other users.
Email – If you have your entire tree online and your email notifications are active, you may receive an onslaught of hints for people in your tree. Often these are very distant cousins that you are not actively researching. And let’s face it, the emails can be annoying and distract your focus from your targeted research. For example, as of this writing at Ancestry.com you can’t select which ancestors you want to receive email hint notifications for. You can only select hints for the entire tree.
So, let’s review my strategy:
Plant your tree in your own backyard and share branches online.
Now that you’ve planted your tree in your own backed up software, let’s explore the ways in which you can share branches online.
Targeted Online Family Trees
Many people don’t realize that you don’t have to add your entire tree to a website. You can just add parts of your tree.
For example, I may just put my direct ancestors in my tree (grandparents, great-grandparents, and so forth). This can still be a fairly larger number of people. I may want to include their siblings because they grew up in the same household. But I can leave out the far-reaching branches and relatives that really don’t have a direct impact on that line of research.
You can also have multiple trees that focus on specific areas of your research that are important to you.
Exploratory Online Family Trees
Some genealogists also create trees that represent a working theory that they have. This type of tree can help expose where the problems or inaccuracies lie. As you research the theory and as hints arise it can become very clear that a relationship does not exist after all.
An exploratory tree is an excellent reminder that we can’t and shouldn’t make assumptions about someone’s intent or purpose with their online tree. I’ve heard from many people who are angry about inaccuracies they find in other people’s trees. But we can’t know their purpose, and therefore, it really isn’t our place to judge.
However, it is a fair argument that a good practice would be to clearly mark these exploratory trees accordingly to deter other users from blindly copying and replicating the inaccurate information. An easy way to do this is in the title or name of the tree. For example, a tree could be titled “Jonas Smith Tree UNPROVEN”.
Creating multiple, limited trees can be an effective strategy for conducting targeted online research that only generates hints and connections for those ancestors that you are interested in at the current time.
And remember, you can remove any of your trees at any time. For example, you can delete an exploratory tree that has served its purpose and helped you prove or disprove a relationship.
Plan Now for Success
A family tree can seem like a simple thing, but as you can see there’s more to it than meets the eye. A bit of planning now can ensure that your family tree stays healthy and growing.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
Published October 29, 2013
