Genealogy Gems Podcast Episode 233
Genealogy Gems Podcast Episode 233
with Lisa Louise Cooke
September 2019
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In this Episode
Today we’re going to take a look at what so many records and record collections have in common: they are often Lists. Now that may sound pretty straight forward, but there’s a lot more to Lists than meet the eye.
A list of names, places or other information has a lot to tell us and can be used in unique ways. Professional genealogist Cari Taplin joins me in this episode for a conversation about what is so lovely about lists.
My Summer Vacation
If you’ve been following me on Instagram – you can find me here on Instagram or by searching for genealogy gems podcast in the free Instagram app – then you know that I’ve spent a bit of my time this summer getting a taste of some of the work many of my ancestors did and probably that many of your ancestors did: farming.
Bill and I have a close friend who owns his grandfather’s 1904 homestead in North Dakota. A few years back Bill went up there to help them open it back up and get things up and running. This year we helped them harvest their crop of oats. (They even have a sign in the field that says, “These oats will grow up to be Cheerios”)
Of course, we used equipment that our ancestors may not have had. I learned to drive the combine, and I turned the field with the tractor. But in many ways, things haven’t changed all that much.
One of the things that really struck me was how the farming community out there pulls together.
Now to put this in perspective: the 240-acre homestead is about two miles down a dirt road from Canada. The house has fallen into disrepair over the decades, so our friend bought an old farmhouse in the nearby town where he grew up. That town has a population of just over 50 people!

North Dakota farmland. Photo Credit: Lisa Louise Cooke, Genealogy Gems
So, we’re talking about a pretty remote location, and folks are scattered on various farms miles apart. But when a tractor was in need of repair, within the hour a neighbor would be pulling up ready to crawl under it alongside our friend to work on it till it was fixed. When a piece of equipment was needed that he didn’t have, it would soon be rolling down the road from a neighboring farm to pitch in.
Everyone had one eye on the sky at all times to watch the ever-changing weather, and there was such a commitment by all to make sure no neighbor was left with unharvested crops before a storm hit.
So even though the combines of today are motorized massive machines with air conditioning and stereos, the work ethic, the commitment and the community was unchanged from when his granddad first filed his homestead claim. Bill and I felt really blessed to be a part of it.
Think of us next time you eat your cheerios.

Farm selfie

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GEM: Interview with Cari Taplin
If you’ve been doing genealogy for any length of time, then you have probably encountered a list. They come in all shapes and sizes, and at first glance they may seem very straight forward.
Cari Taplin, a certified genealogist out of Pflugerville, Texas, says it’s worth taking the time to really examine lists carefully because there may be more there than meets the eye.
Cari currently serves on the boards of the Association for Professional Genealogists and is the Vice President of Membership for the Federation of Genealogical Societies. As the owner of GenealogyPANTS, she provides speaking, research, and consultation services, focusing on midwestern and Great Lakes states and methodology.
Types of Lists
Nearly every time we sit down to do genealogy research we run into a list. There are loads of them out there. Here’s just a starter list of the lists you might run into:
- indexes of any kind
- city directories
- tax lists
- petitions
- censuses
- church membership
- members of a club or society
- fraternal organization member lists
- community groups
- committees
- lists in newspapers like hotel registrations, letters at post office
- hospital admittances and discharges
- cemetery books
- event participants
- jurors
- estate sales
- militia rolls
- voter lists
- land lottery winners
- school class lists
- yearbooks
- agricultural lists

Census records are examples of lists
Significance of List Construction
Of course, not every list is alphabetically organized by any means. We might run into a list of prison inmates listed by number, or burial sites listed by plot or location. The information can be organized in many different ways.
Cari says that the way the list maker decided to organize the list tells us a lot about the information.
For example, a list that is alphabetized might be an indication that it is a recreated list. Other ways that lists may be constructed include chronologically or by location.
Here are follow up tasks you can do:
- Evaluate for potential error
- Locate the original source
List Explanation or Instructions
Understanding the thinking behind how the list was constructed is also important.
The U.S. Federal Census is a great example of a list that has other background documents such as the enumerator instructions. We don’t see these instructional documents unless we go looking for them. The instructions provide background on the creation of the list, and that can help us get more out of it.
Research Tip: Measuring America: The Decennial Censuses From 1790 to 2000. From that page you download the PDF of enumerator instructions.
Here’s an example of how understanding the census enumerator instructions can help you better understand how to interpret it:
In 1900 the census was answered as if it were a particular day. This means that if someone died a few days later, they may still be listed as alive in the 1900 census. If you know that they died that year, you now have more information that it was after the enumeration date.
Genealogy websites like Ancestry, FamilySearch and MyHeritage often provide background on the creation and purpose of their record collections.
Tax List example: there are laws behind them. Look up the statute. Google to find summations of tax laws at the time. Keep in mind that they might be in order of location.
When analyzing a list, ask yourself the following questions:
- What was this list created for?
- Why is it in this order?
- What does that then tell me about these people?
What’s we’re really talking about is educating ourselves
so that we’re not contributing to the errors that get out there.
It’s an investment in accuracy.
Context
It can be tempting to just scan the list, grab your ancestor out of it, and move on. But if we do that, we could be leaving a lot of genealogical gold behind.
“Evidence mining requires attention to detail, including details that might initially seem insignificant.” ––BCG, Genealogy Standards, #40, p. 24
Here are some ideas as to what we should look for:
- Sometimes it’s just a name (example: petition lists)
- There might be columns at the top – pay attention to those details for more understanding
- Other people in the list: the FAN Club (Friends, Associates, Neighbors.) Look for those names in other documents.
Organizing Your Research and the Data Collected from Lists
Cari uses spreadsheets to organize her genealogical research project data.
Come of the benefits of using a spreadsheet are that you can:
- easily sort the data
- easily manipulate the data
- visualize the data in different forms
Free Download: Read How German Address Books at Ancestry.com are Helping Bust Brick Walls and download the free spreadsheet template.

Addresses found in German Address Books marked in the spreadsheet
Explore the Bigger List
Often times you do a search, and you find a single record. But that single record is actually part of a massive internal list, an indexed list from which the search engine is pulling.
An example of this is when you run a search for your ancestor at the Bureau of Land Management website (BLM). After finding your ancestor’s record, you can then run a search by that land description to find other people who owned land and possibly lived nearby.
Watch the FamilySearch video on the batch search technique that Lisa mentioned.
What Constitutes Proof?
“Evidence mining requires attention to detail, including details that might initially seem insignificant.” – BCG, Genealogy Standards, #40, p.24
Review the Genealogical Proof Standard in the show notes for Genealogy Gems Podcast episode 232.
2 men with 1 name
When everyone in the family wants to name their children after Grandpa, you can end up with a lot people in a county with the same name. You need to tease them apart.
Questions to ask:
- Who did they associate with?
- Who were their siblings?
- Where were each of them located?
All of these things can help differentiate them. A spreadsheet is an excellent tool for this.
The Yearbook List Example
Very often the list of names is the full list of students. However, not every student necessarily had their photo taken. Count the names and then count the photos to verify you have the right person. Search the Ancestry Yearbook collection to try and find another photo of the person to compare.
Cari’s Main Message
Don’t skip over a list because it’s lacking some identifying information. You still need to record it. You may come back to it one day!
Visit Cari Online: Genealogy Pants
Profile America: The Gregorian Correction
Wednesday, September 11th. This was a day that didn’t exist in Colonial America in 1752, as the familiar calendar underwent what is called the “Gregorian correction,” switching from the ancient Julian calendar to adjust for errors accumulated over centuries.
After September 2nd, the next day was September 14th. The British parliament’s Calendar Act of 1750 had also changed New Year’s Day from March 25th to January 1st. As a result, the year 1751 had only 282 days. Since then, with leap years built in as in 2020, the calendar has remained constant.
Sources:
Calendars timeline, accessed 6/6/2019
Calendar Act
Calendar riots
Printing services, County Business Patterns, NAICS 32311
Printing employment, Annual Survey of Manufacturers, NAICS 32311
News: Watch Lisa’s new MyHeritage Education Center
Visit the MyHeritage Education Center to watch videos and read article to help you get more out of using MyHeritage. Watch the presentation at the MyHeritage Education Center: How to Find Your Family in Newspapers with SuperSearch
Download the Show Notes PDF in the Genealogy Gems Podcast app.
Genealogy Success Stories that Inspire
Genealogy Book Club Gems: Add These to Your Must-Read List
These three must-read titles from our Genealogy Book Club would be great stocking stuffers for yourself or someone you love. See my newest book recommendations for family history lovers by best-selling authors Christina Baker Kline (Orphan Train) and A.J. Jacobs (The Year of Living Biblically)–and another author I recently discovered and couldn’t stop reading.
3 Must-Read Books for Family History Lovers
1. A Piece of the World by Christina Baker Kline
“You can never escape the bonds of family history, no matter how far you travel. And the skeleton of a house can carry in its bones the marrow of all that came before.” So says the Prologue to a new novel by best-selling novelist Christina Baker Kline, whose novel Orphan Train has been loved by millions around the world (and a lot of Genealogy Gems Book Club fans–we featured it in 2014).
A Piece of the World is a unique and irresistible story about a woman whose physical disabilities and family’s demands keep her adventure-loving spirit firmly homebound. Granted, her home is a fascinating place: a 1700s-era home on the coast of Maine that has been passed down for several generations. But the noble legacy of the home instills a sense of obligation in those who live there now: do they stay on the family land at all costs, even the cost of their happiness and health? What happens when a family’s heritage becomes a burden, not a blessing?
Those who love American art will love that the main character, Christina, was inspired by the subject of the Andrew Wyeth painting, Christina’s World. (You can see an image of the painting here.) Christina was a real person who lived in this home. Andrew visited her and her brother and painted them many times. So the characters and setting are real, and the house is actually a National Historic Landmark now. Christina Baker Kline’s “fictional memoir” gives this historical Christina a powerful, honest, and insightful voice: the voice of a person who sees and tells it like it is–except the parts she just can’t see for herself.
2. It’s All Relative: Adventures Up and Down the World’s Family Tree by A.J. Jacobs
You could say A.J. Jacobs is famous for asking questions that seem both important and inane, and then pursuing the answers and writing about it. That’s what he did with his best-selling book The Year of Living Biblically, a chronicle of the time he tried to obey every rule in the Bible. Now he’s done it again in his new book, It’s All Relative: Adventures Up and Down the World’s Family Tree.
The questions A.J. set out to answer here were, “Who is really my family? And what would happen if I tried to host the world’s biggest family reunion?” He’s been working on this topic for a while. Remember the Global Family Reunion in 2015? That was his brainchild. He also spoke at RootsTech in 2016.
A.J.’s voice is witty with lots of digressions, pop culture references, and a definite urban beat (NYC, specifically). He meditates on what genealogical connections mean to him and the larger story the world’s family tree tells us. Like, we’re all related, and therefore shouldn’t we get along better? But with the quick disclaimer that he’s not inviting us all over for New Year’s brunch. He did that already at the Global Family Reunion–which he reports on in detail. (Did it succeed? Did it fail? I’ve been wondering myself since 2015). In the appendix, he recommends all kinds of genealogy how-to resources, including Genealogy Gems.
If you yourself are somewhat relaxed and perhaps even a little irreverent about your genealogy hobby, you’ll likely really enjoy this book. What about the more earnest family historians? It’s still worth a glimpse into how others see us. A.J. comes peeking into the world of genealogy ready to crack jokes. And he does plenty of that. But he also comes away with a great deal of respect for the stories and relationships that can–and should, he says–bring us closer together.
3. Shannon by Frank Delaney
This isn’t a new book this year–it’s a classic I only recently discovered and can’t recommend more enthusiastically! I listened to the audiobook version, which the author narrates himself with great skill. Now I’m going to buy the print version so I can re-read, underline, and dog-ear all the passages that made me swoon. Oh. My. Goodness. Frank Delaney is a MASTER storyteller. He crafts every sentence, every image. You can practically see the story lines unfold, hear every action, smell it. I gasped, I cried, I laughed–all out loud in the car as I listened.
Shannon is a stunning tale: Father Shannon, an American Catholic priest of Irish descent, has serious “shell-shock” trauma after serving in the trenches of World War I. His archbishop sends him on a respite trip to Ireland to travel up the Shannon River looking for his family roots. He lands in the middle of an Irish Civil War—but also encounters person after person who helps him rediscover his faith in humanity and the restorative balm of daily life. Meanwhile, intrigue is afoot within his home archdiocese. A killer, who has his own traumatic backstory in Ireland, is dispatched to make sure Father Shannon never returns home. Their stories converge in a place of love, but also far too close to a place of pain. And that’s all I’m going to tell you about it. Read it or listen–and then clear a spot on your reading list for his epic novel, Ireland, which I read immediately after this one and also loved.
Genealogy Book Club: It’s All about YOU
The Genealogy Gems Book Club is a service we provide the genealogy community because we love giving you more to talk and think about! We handpick our favorite mainstream fiction and nonfiction books that have great genealogy themes, such as someone searching out their family history, the complexities of family relationships, and the fascinating times and places our ancestors experienced.
As a special bonus, we sometimes invite authors of our Book Club titles to join us on the Genealogy Gems Premium Podcast, available by subscription. It’s so fun to hear my favorite authors gush about the same kinds of topics I love! Hear from beloved and best-selling writers like Fannie Flagg, Annie Barrows, Helen Simonson, Lalita Tademy, and a favorite of genealogists around the world, Nathan Dylan Goodwin. Click here to see our full book list and where you can hear these interviews.
West Virginia Genealogy Research and Working with Changing County Boundaries
As many American’s know, the state of West Virginia was formed in 1863 from the state of Virginia during the Civil War. Those researching their West Virginia roots prior to that year, may wonder which counties to search and what records are available. We have some tips to make your West Virginia research a little easier!

The Greenbrier, White Sulphur Springs, West Virginia, Boston Public Library collection, Wikipedia Commons.
County level research is important when trying to find the vital records of our ancestors. Birth, marriage, and death records typically are found on the county level. This means you will need to obtain a copy of these types of certificates from the local courthouse or other county repository, such as a county archives.
But what happens when the state or county wasn’t around when your ancestor lived there? Such is the case with this Genealogy Gems reader. Here is her question regarding West Virginia research:
I have a 3rd great-grandfather I am trying to find with his parents who may have been born in Greenbrier County, West Virginia. He was born in 1814. My question is that Greenbrier County was in Virginia at the time of his birth. Now it is in West Virginia which was made a state in the 1860s, so where do I look for his records? Finding his parents has been a brick wall! What would you suggest?
Birth Records in the 1800s
The first thing we want to address is the hope that this reader will find a birth record for 1814. Early birth records of this time-frame were typically kept by the churches in the form of christening or baptismal records. Civil registrations of births, which were created by the local or federal government, were not kept regularly for American states until much later. The earliest cities and states to require civil registration can be seen here, but a few examples include: New York in 1880, Virginia in 1853,and Florida in 1865. [1]
Because birth records can not always be located in church or civil registration for this early time period, we suggest using alternate records as your supporting evidence. Substitute birth records might be, but are not limited to: school records, censuses, pension records, marriage records, and biographical sketches. (Click these links to learn more about each type of record.)
West Virginia Genealogy Research: County Level
Next, let’s discuss the uniqueness of researching in West Virginia. West Virginia was created in 1863 out of the state of Virginia. Many of the counties that were once in Virginia, kept the same name and retained their records when they became part of West Virginia.
There is a wonderful resource in the book titled “Red Book: American State, County, and Town Sources” which was edited by Alice Eichholz. This book has a chart for each U.S. state listing the year each county was formed and from what parent county. To find the chart, flip through to the West Virginia section. Each county is listed in alphabetical order. In this case, we would locate “Greenbrier” and take note that according to the chart, Greenbrier County, West Virginia was formed in 1778 by portions of both Montgomery and Botetourt County, Virginia. A chart like this is helpful for any genealogist in determining which counties should be researched.
Greenbrier County, West Virginia: A Timeline of Changing County Boundaries
I took the liberty of looking further into Greenbrier County, West Virginia by examining more closely the changing county boundaries of this county over time. I did this by using the chart I mentioned above found in the Red Book. First, I found Greenbrier county and it’s parent county, then, I searched the list for further instances when parts of Greenbrier county were used to form newer counties. You see, we want to see the changes of this county’s boundaries so that we know what possible places to look for records. Let me show you what I found. We are going to need a time line for this!
- 1778: Greenbrier county was originally formed in 1778 from two parent Virginia counties: Montgomery and Botetourt.
- 1788: part of Greenbrier County, Virginia became Kanawha County
- 1799: Greenbrier shrunk further when a portion of its boundaries became Monroe County, Virginia
- 1818: Nicholas County, Virginia formed from Greenbrier
- 1831: part of Greenbrier created the new county of Fayette, Virginia
- 1863: Greenbrier county, Virginia became part of the State of West Virginia
- 1871: Summers County, West Virginia was created by a small portion of Greenbrier
As you can see, our Genealogy Gems reader may need to visit and research several county repositories both within the state of Virginia and West Virginia.
Greenbrier county is rather unique, as it had boundary changes quite regularly. It may be difficult to visit each of these county courthouses, spanning many miles apart, in hopes of finding targeted records for their ancestor. For this reason, our reader may wish to begin at the West Virginia State Archives. At most state archive repositories, records for all the counties can be easily looked at via microfilm. This may save valuable travel time. (Note: Before visiting any state archives facility, call ahead to verify what information and records they have, so that you do not have a wasted trip.)
There is also a free guide at Family Tree Magazine for West Virginia genealogy research that we highly recommend.
More on Advanced Research Strategies
Changing county boundaries is just one area that must be mastered to ensure accurate genealogy research. Here are 3 more articles that will help you beef up your genealogy research skills:
The Genealogy FAN Club Principle Overcomes Genealogy Brick Walls
Missing Census or Missing Family: Legacy Tree Genealogists Answer
Resolving Three Common Conflicting Evidence Problems in Genealogy
ARTICLE REFERENCES
[1] Johni Cerny, “Births and Deaths in Public Records,” originally written in “The Source: A Genealogist’s Guidebook to American Genealogy,” online article, Ancestry Wiki, accessed 20 Feb 2017.