by Lisa Cooke | Dec 5, 2016 | 01 What's New, Research Skills, Travel
We love the ease with which we can search online, but a genealogy research trip can offer exceptional and unique rewards. If you have been apprehensive about visiting a courthouse or archive, follow our 4 step plan for a successful genealogy research trip that could lead to your own amazing discovery!
By J. D. Cress [Public domain], via Wikimedia Commons
In my genealogy world, if an answer can’t be found on one of my favorite genealogy website repositories (like FamilySearch, Ancestry, or Findmypast) then a quick Google search usually does the trick.
However, we new genealogists of the Internet era may be banking on the fact that “everything” we need is online. This is obviously not true. In fact, many local libraries and archives are under-staffed and under-funded making digitizing of their holdings difficult. This is why making a genealogy research trip is a really good idea.
The Unprepared Genealogy Research Trip
Several years ago, I made my first research trip. I was woefully unprepared. On a whim, I drove three hours on a weekday to “go to the courthouse.” I arrived at lunch time…and it was closed for an hour. Sigh. However, a nice receptionist sugg
ested I go to the local public library just down the street.
When I arrived at the tiny corner building, I asked at the circulation desk for the history department. She seemed a little taken back, but said, “We have a little room in the basement with some local history and genealogy things.” Note to self: not all libraries are large enough for a “history department.”
In the basement room, no one was on duty, but a nicely printed instruction sheet of what was available and how to use their files laid on the table. “I guess I just dig in,” I thought, and off I went.
Though this was my first genealogy research trip, it proved to be very fruitful. In a scrapbook simply titled “Walls Family,” I found a Xerox
copy of an article from an 1874 newspaper. In this article, my fourth great-grandmother (Susannah Harmarson Walls) had been interviewed because she was the oldest living woman in the township. Her interview began, “I was born in Delaware. The exact year, I do not know, but I suppose I will be 86 years of age on the 16th of July next. My father’s name was Levin Harmarson. He died when I was only three years of age. My mother’s name was Mary Woodard.”
The interview included the story of her mother re-marrying, the family leaving Delaware for Wheeling, Virginia, and she marrying her step-brother there. Then, they traveled on into Scioto County, Ohio. She named each of her eleven children and their spouses.
The information in this one interview was particularly helpful. Before this, we had no idea when or where Susannah and Levi married, and finding the spouses of their children had proved difficult!
Though this was an amazing find, I wonder what other records, items, or photographs I might have dug up had I prepared ahead of time. Perhaps, I would have had time to dig more into their microfilm holdings, archived pictures, atlases, or even had time to go to the local cemetery.
The Prepared Genealogy Research Trip
Fast forward several years and I am making much more prepared genealogy research trips. Get the most from your next genealogy research trip by following these 4 important steps:
1. Run a Narrative Report. Start creating your genealogy research trip plan by printing out a narrative report of your targeted family line. This can be done with the reports feature found in genealogy database programs like RootsMagic.
2. Look for holes in your research. Carefully read through the report looking for holes in your research or where you may be missing a source. In this case, a “hole in your research,” may be the missing marriage date of a couple, or the missing birth date of a child. Circle these “holes” and make a list of what the needed piece of information is to correct it and where you can find it.
Example: Clark County, Ohio. Need a death date for Edmund West. County didn’t keep death records that early. Likely died between 1830-1840. Check probate record books, estate files, tax records, cemetery records, and tombstones at Wilson Cemetery.
Maybe you have a birth date, but no source. A source is the proof of a particular fact. For example, a good source for a birth date is a birth register or even a marriage record. If you are lacking sources for your genealogy facts or are not sure how to begin sourcing your genealogy, learn more about that here.
3. Decide what repositories you will need to visit. After creating your list, determine where these items are held by asking yourself important questions, such as: Will I need to visit the courthouse, a library, an archive, cemetery, or all the above? Which location will produce the most results? Should I visit the archives first, or the courthouse?
4. Contact each repository ahead of time. Finding out the days and times when each of these places is open before you go is a must! Try to pick a day when all, or most, of the places are open so that you can get a lot done. If this isn’t possible, consider making an extended stay overnight to accomplish your goals.
Keep in mind that not all websites are up-to-date. Just because the library says it is open from 10 to 5 every day but Sunday on the webpage doesn’t necessarily mean that is still the case. Always call each establishment to verify days and hours of operation.
Remember, there are newspapers, maps, documents, and pictures just waiting to be uncovered. By thinking about what you want to achieve while on your trip and what information you need to find and where, your genealogy research trip can be a successful one. Happy hunting!
More on Genealogy Research Trips
Still feeling unmotivated to get on the road, read or listen to these features for inspiring tips to make a courthouse records research trip in your near future!
Courthouse Records Research Trip
Premium Podcast Episode 126 – Road Trips for Genealogy
Premium Video – Using Evernote to Create a Genealogy Research Plan
by Lisa Cooke | Apr 10, 2013 | 01 What's New, Records & databases, Research Skills
It’s time to pay taxes in the United States! 
Is it any consolation that our ancestors paid them, too? Here’s a brief history of U.S. federal taxation and tips on where to find tax records for the U.S. and the U.K.
History of Tax Records
According to the National Archives (U.S.), the Civil War prompted the first national income tax, a flat 3% on incomes over $800. (See an image of the 16th Amendment and the first 1040 form here.)
The Supreme Court halted a later attempt by Congress to levy another income tax, saying it was unconstitutional.
In 1913 the 16th Amendment granted that power. Even then, only 1% of the population paid income taxes because most folks met the exemptions and deductions. Tax rates varied from 1% to 6%–wouldn’t we love to see those rates now!
Where to Find Tax Records
Ancestry.com has indexed images of U.S. federal tax assessment lists from the Civil War period (and beyond, for some territories).
Here’s a sample image from Arkansas:
Of course, the U.S. federal income tax is just one type. Taxes have been levied on real estate, personal property and income by local, regional and national governments throughout the world.
Some tax records can be found online at the largest genealogy websites.
Here are examples of tax records that can be found at Ancestry:
- tax records from London (1692-1932);
- the U.S. states of Pennsylvania, Tennessee, New York, Ohio, Georgia and Texas;
- and many from Scotland, Ireland, Canada and Russia (there’s more: see a full list and descriptions here).
FamilySearch.org hosts over a million records each of U.S. state tax records from Ohio and Texas.
FindMyPast hosts a wealth of U.K. tax records, from local rate books to Cheshire land taxes and even the Northamptonshire Hearth Tax of 1674.
In addition to genealogy websites, here in the U.S., look for original real estate and personal property taxpayer lists in county courthouses or state archives.
It’s also a good idea to consult genealogical or historical organizations and guides. A Google search for “tax records genealogy Virginia” brings up great results from the Library of Virginia and Binns Genealogy. And here’s a search tip: Use the keyword “genealogy” so historical records will pop up. Without that term, you’re going to get results that talk about paying taxes today.
If you still haven’t found the tax records you are looking for, there are two more excellent resources available for finding out what else might be available within a particular jurisdiction.
The first is the FamilySearch Wiki. From the home page you can drill down using the map, or try a search in the search box. Search for the jurisdiction and the keyword tax. Click through to the page for that jurisdiction. Typically you will find a table of contents that includes links to the section of the page covering various topics. Look for a link to tax, taxes, tax records, or taxation. They will list known sources for tax records in that area.
Tax records at the familysearch wiki
The second resource for finding out what else might be available is the free USGenWeb site. Like the FamilySearch Wiki, it’s organized by location / jurisdiction. Drill down to the place and then look for the section listing the known records for that area and look for tax related links.
Find information about tax records at USGenWeb
Why It’s Worth Finding Tax Records
I’ll leave you with this tantalizing list of data gathered in the Calhoun County, Georgia tax list of 1873. It enumerates whites, children, the blind/deaf/dumb, dentists, auctioneers, and those who have ten-pin alleys, pool tables and skating rinks. Then, real estate is assessed in detail. Finally, each person’s amount of money, investments, merchandise, household furniture, and investment in manufacturing is assessed.
As you can see, it can pay you big to invest time in looking for your ancestor’s tax records! Just make sure that if you’re here in the U.S., you’ve got your own taxes out of the way before you go searching for someone else’s.
by Diahan Southard | Mar 18, 2014 | 01 What's New, Apps, Beginner, iPad, Smartphones, Technology
Did you know your iPad or tablet computer can be one of your best genealogy buddies? It makes it easy to access and share family trees, documents, and photos on-the-go. It can even help you gather NEW family history treasures: images, interviews and more.
However, iPads aren’t just miniature laptops. They work differently and in very specific ways, depending on what apps you have. If your tablet time has been limited to playing Angry Birds and checking your email, then it’s time to check out these 7 great ways to use a mobile device like an iPad for genealogy:
1. Access family trees
Access your online family tree (and even make changes) with apps like those from Ancestry, FamilySearch, MyHeritage and RootsMagic. Last we checked, Findmypast doesn’t have a mobile app, but its website is optimized for mobile devices (meaning it’s friendly to iPad users).
2. Take pictures
Snap digital images of old family documents, photos, memorabilia and artifacts when you visit relatives. From the iPad, you can upload and share them via Pinterest, Facebook, Instagram, email, or access them from your other computing devices via cloud-based storage such as Dropbox or iCloud. (Genealogy Gems Premium members may access the video tutorial, “A Genealogist’s Guide to Dropbox”).
3. Share your family history
Access old family pictures from your iPad to share with your relatives. You can put them right on your device’s hard drive, which makes them accessible even if you don’t have a wireless signal, but space on iPads is often limited. So make the most of your iPad’s ability to access cloud-based storage by putting your pictures in iCloud or on Dropbox.
4. Image new research finds
When you research your genealogy in libraries, use your iPad to take digital images instead of wasting time and money on photocopies. Image pages from a county or local history or take a snapshot (and a closeup) of a historical map. You can even take digital shots of microfilmed materials! Learn more here, and always get permission at each library before you start taking pictures.
5. Organize on your iPad
Keep track of all your genealogy sources with Evernote–and keep all your sources at your fingertips by using the Evernote app. My new Evernote for Genealogists Quick Research Guides, available both for Windows and Mac users, are cheat sheets that will help you start using Evernote immediately across multiple platforms.
6. Access podcasts, books and magazines on your iPad
Genealogy podcasts are the online equivalent of radio shows–all about family history! You’ll find tons of free, entertaining and informative content in:
Save genealogy and history e-books, magazines and pdfs to your iPad so you can read them anytime, anywhere. Click here for more on how to do this. What kinds of titles might you read? What about:
7. More tasks you can accomplish with your iPad
The best apps for genealogy are the ones that help you accomplish what you need to, not just the ones intended for family history use (like the free family history game Family House). For example, sometimes you need a quick magnifier and flashlight to better see old documents or photos–here’s a great app suggestion for that. Also, many of us find ourselves turning more frequently to YouTube.
Resources
Genealogy Gems FREE e-newsletter. Subscribe to keep up to date with iPad/tablet developments other tech topics for genealogists!
Genealogy on the Go with the iPad instructional video, recently updated and re-released for Genealogy Gems Premium members
Find Genealogy Apps with the FamilySearch App Gallery
Mobile Friendly Search Results Come to Google
The iPad, PC and Android Phone Can All Play Nicely Together for Genealogy
Thank you for sharing this page with others who may want to use a tablet or iPad for genealogy.
by Diahan Southard | Mar 25, 2014 | 01 What's New, Family History Podcast, Records & databases, Vital Records
Family History: Genealogy Made Easy Podcast
with Lisa Louise Cooke
Republished March 25, 2014
with Lisa Louise Cooke
https://lisalouisecooke.com/familyhistorypodcast/audio/fh24.mp3
Download the Show Notes for this Episode
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 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 24: Using Marriage Records in Family History
So far in this podcast series you’ve made a lot of progress. You’ve set up your genealogy database, talked to your relatives, gotten familiar with the Family History Centers and you have your research worksheet to lead you in your investigation backwards in time, through death records and the census.
In today’s episode we’re going to continue working backwards down the records aisle looking for marriage records. Marriage records are a type of vital records, meaning they provide vital statistics for a person’s life. They can be a rich—even vital!—source of genealogical information.
Marriage records, like death and birth records (which we’ll be covering in an upcoming episode) are primary sources. This means that the record was completed at the event or very close to it by someone who was present at the event. That means it’s a pretty reliable source.
There are two types of marriage records: civil records which are recorded with the local government, usually at the county level, and church records, if the marriage took place in a church.
Update: Many government and church marriage records have found their way into major genealogical databases (www.Ancestry.com, www.FamilySearch.org, www.FindMyPast.org, www.MyHeritage.com, etc). Look for indexed records and—if you’re lucky—digitized versions of the actual record. (If you find only indexed records, use the process below to find copies of the actual record.)
Civil/Government Marriage Records
You need to determine where the marriage took place in order to figure out the proper civil authorities to contact. Usually that’s the clerk in the town, county, district or parish where the happy couple said “I do.” In the U.S., chances are it was at the county level, but if you’re not sure, do a Google search on the name of the county and the phrase “vital records” or “marriage records.” Chances are one of the first search results will be a link to the website for that county and hopefully the specific page that will tell you how to request vital records. There you should find specific instructions about how to make the request and any fees involved.
3 Tips for Obtaining Marriage Records for Genealogy
- Tip #1: Be sure and follow the instructions to the letter because otherwise you will likely have your request returned to you unfilled and asking for more information which just wastes time.
- Tip #2: As with Death Records, it isn’t necessary to order a certified copy because you are not using it for legal reasons, just information reasons. Certified copies cost more and usually have more requirements to applying for them.
- Tips #3 Request a complete photo copy (which is sometimes referred to as a LONG FORM) rather than a SHORT FORM which can be a brief transcription of the record. There may be clues in the original record that may be left out (or mistranscribed) in the SHORT FORM.
If all this sounds cumbersome there is an easier to request marriage records and that is through Vitalcheck.com (see below). While it costs more you can order the records quickly and easily online.
If you’re looking for civil records in England or Wales, those records have been officially recorded by local District Registrars who reported to the General Registrar Office since July 1, 1837. These records are probably easiest to access, particularly if you are not in the UK, through FindMyPast.com, which does charge a fee for each record.
Types of Civil Marriage Records:
- Marriage application. I can’t guarantee they’re available in every county, but it’s definitely worth asking!
- Marriage license. This record often holds the most genealogical value. It will include their names, ages, residences as well as perhaps their race, occupation, age, and perhaps their parents’ names.
- Marriage register record. This confirms the marriage actually took place. This may be just a signature and date from the official who performed the marriage, and may be a small section at the end of the marriage license information. (The latter type of record may also be called a “marriage return” or minister’s return.”
- Marriage certificate. While this record is part of the process it isn’t available through the vital records office. It would have been kept by the couple and will involve some looking around and asking relatives to see if it still exists.
Tip: A marriage license alone does not prove a marriage. A couple could easily apply for a license but never go through with the big day.
Church Marriage Records
Start looking for these records at the Family History Library (www.familysearch.org).
Other places to look:
- The church if it still exists. Search for their website. Contact the church office and ask if they have records for the time period you’re looking for. If they no longer have the records ask where they are being archived.
- Check in with the closest local library and ask to talk to the reference desk.
- Search the WorldCat catalog (see Links).
- Check the US Gen Web site for the state and county where the marriage occurred (see Links). These sites are run by volunteers and each county has a different variety of records and resources available. Contact the local genealogy or and historical societies and ask for their help.
Other records to look for:
- Banns of marriage records. Look for a record of the banns in the church minutes or church bulletins.
- Newspaper marriage announcements. Tip: Keep in mind when you’re searching a newspaper database and you find a listing for what appears to be the right family in the right area but the date is way off, be sure and check it out because it just may be a republishing of the news you were looking for! (Learn more about newspaper research in my book How to Find Your Family History in Newspapers.)
Links/Updates
FamilySearch. To search for marriage records by place, click on Search, then Catalog, then search by location. You’ll find both government and church marriage records listed here. Look at the county level for U.S. government records; look at the municipal level or under the Church records category for church marriage records.
USGenWeb
WorldCat
VitalChek
by Sunny | Jun 11, 2018 | 01 What's New, Brick Wall, Research Skills, United States
It’s a common Pennsylvania genealogy brick wall: “My ancestors are from PA—but I don’t know where!” Pennsylvania expert Jim Beidler has strategies that may help narrow down the needle-in-a-haystack problem of identifying your ancestor’s home county. Here, we also add...
