Genealogy Gems Podcast Episode 235

Federal court records are wonderful because they are so packed with genealogical information. But knowing which records are available and where to find them can sound daunting, and that stops many genealogists from ever tapping into them. In this episode our aim is to fix all that. Professional forensic genealogist Michael Strauss is here to pull back the curtain and introduce you to these valuable records.

You know Michael from our Military Minutes segments here on Genealogy Gems. He also recently introduced us to descendancy research on Genealogy Gems Premium Podcast episode 174. The response to that episode was terrific. Many of you wrote in to say that it opened up a new avenue of research for you. This episode promises to do the same.

Podcast host: Lisa Louise Cooke
November 2019
Download the episode mp3

GEM: Federal Court Records with Michael Strauss

federal court records for genealogy

Where are Federal Records Found?

Federal Court Records are initially held in the custody of the national federal courthouses where the events occurred.

The National Archives and Records Administration (NARA) was founded in 1934.

National Archives, Washington DC (Archives1)
700 Pennsylvania Avenue, NW
Washington, DC 20408-0001
Toll-free: 1-866-272-6272
Email: archives1reference@nara.gov

Regional Archives – about a dozen across the country – hold record geographically by area. View the locations here at the National Archives website.

Are all the records catalogued on the National Archives website?

  • Master federal indexes are not yet online. Indexes are found at the location/level where these record files were created.
  • Each of the federal courts are found in record groups (RG).
  • Get the finding aid for the record group online at the National Archives website. That will point in the right direction as to where to get the indices.
  • Resource: Finding Aids at the National Archives

Types of Federal Courts:

The Federal Court System of the United States was established under the Judiciary Act of 1789 (1 Stat. 76) on September 24, 1789. Click here to read more about the role and structure of the federal courts at the United States Courts website.

District Courts:

Trial Courts of the United States. Their jurisdiction include:

  • Admiralty
  • Equity
  • Bankruptcy
  • and Naturalization

These courts began at different times dependent on the geographic area and when the states were created.

Circuit Courts:

Originally established in 1789 as three courts and later expanded to nine courts by 1866. Circuit Courts have jurisdiction over all matters (especially criminal) covered by Federal Law. Abolished in 1911 and taken over by District Courts.

Circuit Courts of Appeals:

Established under the Federal Court System by an Act of Congress on March 3, 1891 (26 Stat. 826), by acquiring the appellate jurisdiction of the U.S. Circuit Courts and later the U.S. District Courts. They have different geographic jurisdictions than the regular federal courts.

Supreme Court:

It is recognized as the highest court in the United States operating as an appeals court. Although a criminal case may have first been heard at the local level, it may have escalated to a federal court. Therefore, there could be federal records on that case.

Application for the Genealogist:

Michael has found that some of the richest records in the federal court system have come from the criminal court records. Our ancestors did get into trouble upon occasion. Michael’s grandfather was arrested in the 1940s and he was able to obtain those records.

Searching for Federal Records

Is it worthwhile to head to the National Archives and generally search to see if an ancestor has records? Or is it best to identify a case first, perhaps through a newspaper article, and then go to the National Archives location that would have the records for those identified cases?

No one is wasting their time going and searching the records. It’s a great way to get familiar with them. However, identifying a case through other records first can lead you quickly to the federal records. (Michael first found his grandfather’s case in a newspaper article.)

Types of Federal Court Records:

Dockets: Lists of cases heard by the court. Sometime referred to as court calendars.

Minutes:

Brief daily accounts of all actions taken by the court.

Orders:

The specific judgments or orders of the court. An example would be an order granting citizenship.

Briefs:

Legal document arguing why one Party should prevail on a case.

Mandates:

When a Defendant obligates themselves to engage in activities in exchange for suspension of sentence. Frequently seen in Criminal Court.

Case Files:

All the loose documents relating to the case bundled together.

How to Find Records at the Archives:

  1. Review the finding aid
  2. Request the Index and find the name and corresponding file information
  3. Request the record

An appointment is not required. They will pull the records as you request them. Record groups are pulled at different times. For the most part you will have the opportunity to view the original documents.

Record Groups:

The National Archives is set up by record groups, such as:

Records of the U.S. District Court – RG 21

Records of the U.S. Supreme Court – RG 267

Records of the U.S. Court of Appeals – RG 276

Records of the U.S. Court of Claims – RG 123  (Claims against the US. Individual citizens could actually file claims against the US)

Request the individual record groups separately.

Bankruptcy:

Bankruptcy Acts were passed by Congress usually after business disturbances or financial recessions.

Bankruptcy Act of 1800

This act followed the business disturbances of 1797.

The first national bankruptcy act was approved on April 4, 1800 (2 Stat, 19.) It provided for an effective period beginning June 2, 1800 and continuing for 5 years.

It applied only to merchants or other related parties. The act provided for compulsory or involuntary bankruptcy, but not for voluntary bankruptcy. Because of its limited applicability the act was repealed on December 19, 1803, just months before its expiration date.

Bankruptcy Act of 1841

This act followed the business panic of 1837.

The second national bankruptcy act was passed on August 19, 1841 and was to take effect on February 1, 1842.

The law allowed voluntary bankruptcy to all debtors, but limited involuntary bankruptcy to merchants, bankers, factors (an agent or commissioned merchant), brokers, and traders.

It eliminated the requirement of the consent of the creditor for a discharge. The bankrupt filer, however, could obtain his discharge through a jury trial if the jury found that he had surrendered all his property and had fully complied with the orders of the court.

Bankruptcy Act of 1867

This act followed the post-Civil War recession of 1866-1867.

On March 2, 1867, Congress approved the Nation’s third bankruptcy act to assist the judges in the administration of the law, the act provided for the appointment by the court of registers in bankruptcy.

The registers were authorized to make adjudications of bankruptcy, to hold and preside at meetings of creditors, to take proofs of debts, to make computations of dividends, and otherwise to dispatch the administrative business of the court in bankruptcy matters when there was no opposing interest.

In cases where opposition to an adjudication or a discharge arose, the controversy was to be submitted to the court.

Bankruptcy Act of 1898

This act followed the business panic of 1893 and the depression that followed. We are currently under the umbrella of this fourth act.

In 1889 The National Convention of Representatives of Commercial Bodies was formed to lobby for bankruptcy legislation. The president of the Convention, Jay L. Torrey, drafted a new Bankruptcy Bill otherwise known as the “Torrey Bill.”

In 1898 Congress passed a bankruptcy bill based on the previous Torrey bill. This Act also called the “Nelson Act” was passed July 1, 1898, (Ch. 541, 30 Stat. 544.) It was the first United States Act of Congress involving Bankruptcy that gave companies an option of being protected from creditors. Previous attempts at bankruptcy law had lasted at most a few years. Its popular name is a homage to the role of Senator Knute Nelson of Minnesota.

Bankruptcy files are in the custody of the National Archives and now stored offsite at the National Archives branch in Kansas City, MO. Researchers should contact the Archives directly to conduct searches. Some indexes are still maintained at the regional archives.

Bankruptcy Records Examples

1) Two pages from the Bankruptcy File of Percival L. Strauss of Bethel Twp. Berks Co. PA.  1 Page is the petition and the second page is a page from “Schedule A” which lists the debt owed by the bankrupt.

federal court bankruptcy record

Petition by Debtor: Percival L. Strauss

Creditors Bankruptcy record

Schedule A – No. 3: Creditors Whose Claims are Unsecured (Percival L. Strauss)

2) Tintype of Percival L. Strauss-circa 1872 within a few years of filing Bankruptcy.  

Percival L. Strauss

Percival L. Strauss. (Courtesy of Michael’s cousin Harry B. Strauss of Myerstown, PA)

Biographical information:
Percival Long Strauss (Son of Benjamin Strauss & Rebecca Long)
Born: December 16, 1830-Upper Bern Township, Berks Co. PA
Died: Mohnton, Berks Co. PA
Married: April 9, 1855-Bethel Township, Berks Co. PA to Malinda Smith (12 Children)

May 18, 1867 (Page 3, Column 6), in the Berks & Schuylkill Journal newspaper the entry reads: “P.L. Strauss of Bethel Twp. Berks County, PA Class #13 License paid $10.00 to conduct store (merchant).” 

This is the business he had at the time of his bankruptcy filing on May 27, 1867 in Philadelphia, PA in the Eastern District of Pennsylvania.

Types of Information Found in Bankruptcy Records:

  • Lists of creditors (name, address)
  • Amount of money owed (the debt)
  • Specific information about the items for which the debt was incurred
  • Total dollar amounts

Follow the Federal Record Trail:

Information found could lead you to additional records. For example, if your ancestor filed for bankruptcy due to debts associated with his business, you could go back to the local level to look for records such as a business license, newspaper articles, etc.

Lisa suggests searching Google Books for digitized items such as county histories, almanacs, catalogs, merchant association books, etc. Here’s an example of a bankruptcy notice found in Google Books (which is free) for Michael’s ancestor Percival L. Strauss

Bankruptcy notice in Google Books

Searching for Percival L. Strauss bankruptcy notice in Google Books

 

Bankruptcy notice in Google Books

Bankruptcy notice (Oct. 9, 1868) found in Google Books

The National Archives has been consolidating all of the bankruptcy records. It is going to be the Kansas City, MO branch of the National Archives, which currently has the Patent files.

Examples of bankruptcy cases:

  • Bankruptcy Act of 1841 – Edgar Allen Poe filed bankruptcy in 1841.
  • Bankruptcy Act of 1898 Act – Dean Martin in New York

Amendments to the most recent bankruptcy act include:

1933: The “1898 Bankruptcy Act”

Amended to include railroad reorganization, corporate reorganization, and individual debtor arrangements.

1938:  The “Chandler Act”

Amended the earlier 1898 Bankruptcy Act, creating a menu of options for both business and non-business debtors. Named for Walter Chandler.

1978: The 1898 Bankruptcy Act

Replaced by The Bankruptcy Reform Act. This Act is still used today.

Writs of Habeas Corpus:

Habeas corpus is a court order from a judge instructing a person who is detaining another to bring the detainee before the court for a specific purpose.

It was often used during the Civil War for soldiers under the age of 18 years and in reference to runaway slaves.

Writs can be found in most case files. They usually involves a petition, transcript, order, and the writ when ordered by the Judge. Contact the National Archives regarding RG19 for records pertaining to this set of documents and indexes.

Fugitive Slave Act:

The Fugitive Slave Act of 1850 was passed by the United States Congress on September 18, 1850 as part of the Compromise of 1850. It was one of the controversial acts passed down by law. Runaway slaves could be returned with the help of the Federal Government.

Records can include:

  • Petitions
  • Affidavits
  • Testimonies
  • Documentation of ownership

Records are typically found in the court of original petition and the court with jurisdiction over the area where the slave escaped. Search under the slave holder’s name.

The Confiscation Act of 1862:

Passed by an act of Congress on July 17, 1862, the full title is “An Act to Suppress Insurrection, to Punish Treason and Rebellion, to Seize and Confiscate the Property of Rebels, and for Other Purposes.”

This Act gave the power to take the land and businesses of persons who served the Confederacy. Records include case files include; petitions, orders of the court, proofs of public notice, and notices of seizure

Example: General Robert E. Lee. The act covered land under Union Control. Lee lived in Northern Virginia, and his home was confiscated. The file has a complete inventory of his house. The location is now the Arlington National Cemetery.

Federal Criminal Records

Criminal records could include cases covering:

  • Treason
  • Assault and Battery on the high seas
  • Conspiracy to over through our government
  • Smuggling
  • Forgery
  • Counterfeiting
  • Carrying on a business without a license
  • Not paying taxes

Naturalization Records:

Records were created:

  1. at the federal level
  2. at the local level – local court at the county level

1790: The first national act created a two-step process:

  1. Declare your intention to become a citizen
  2. File your petition for citizenship

Your ancestors may not have finished the process, and they may have filed both at local and federal levels.

Naturalization Record German Genealogy Records Bust Brick Wall

Petition for Naturaliztion

 

Resource: The Family History: Genealogy Made Easy Podcast

Family History Genealogy Made Easy Podcast

 

Episodes focusing on the Naturalization process include:

Episode 29: Immigration and Naturalization Records for Family History, Part 1

This episode begins a 3-part series on U.S. immigration and naturalization records. Learn about passenger arrival lists in the U.S., little-known certificates of arrival and naturalization records: how to find them and what’s in them.

Episode 30: Immigration and Naturalization Records for Family History, Part 2

In this episode we focus on passenger departure records created in European ports. He also talks more in-depth about U.S. naturalization records.

Episode 31: Immigration and Naturalization Records for Family History, Part 3

In-depth discussion of passenger list annotations and the immigrant’s experience at Ellis Island. Unlock the meaning of those mysterious scribbles on 20th-century passenger manifests!

Learn More with Michael Strauss:

Visit Michael’s Website: Genealogy Research Network

Register for Michael Strauss’ week-long Salt Lake Institute of Genealogy (SLIG) 2020 course called Court #2 A Guide to Treasures Found in Federal Records.

Hear More from Michael Strauss: Genealogy Gems Premium Membership

Gain access to the complete Premium podcast archive of over 150 episodes and more than 50 video webinars, including Lisa Louise Cooke’s newest video The Big Picture in Little Details.

Become a member here.

More Reading:

Black, Henry Campbell. Black’s Law Dictionary. Sixth Edition. St. Paul: West Publishing, 1990.

Burton, William C. Burton’s Legal Thesaurus. New York: Macmillan Library Reference, 1998.

Chapin, Bradley. Criminal Justice in Colonial America, 1606–1660. Athens: University of Georgia Press, 1983

Eichholz, Alice ed., Red Book: American State, County, and Town Sources, 3rd Ed Provo: Ancestry, 2004.

Evans, Barbara Jean. The New A to Zax: A Comprehensive Genealogical Dictionary for Genealogists and Historians. Second Edition. Champaign: B.J. Evans, 1990

Neagles, James C. and Lila Lee Neagles. Locating Your Immigrant Ancestor: A Guide to Naturalization Records. Logan: Everton Publishers, 1986.

Rapaport, Diane. New England Court Records: A Research Guide for Genealogists and Historians. Burlington: Quill Pen Press, 2006

Rose, Christine. Courthouse Research for Family Historians. San Jose: CR Publications, 2004.

Schaefer, Christina. Guide to Naturalization Records of the United States. Baltimore: Genealogical Publishing Company, 1997.

Szucs, Loretto Dennis, and Sandra Luebking. The Archives: A Guide to the National Archives Field Branches. Salt Lake City: Ancestry Publishing, 1988.

Thank you to Michael Strauss for contributing to these notes and sharing his expertise!

This free podcast is sponsored by:

MyHeritage

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

Rootsmagic

Lisa Louise Cooke uses and recommends RootsMagic family history software. Visit www.RootsMagic.com

 

Learn German Handwriting 

Katherine Schober of SK Translations, professional German script expert, translator, and author has created Reading the Old German Handwriting Online Course – so you can be reading those old German letters in just a matter of months. Complete with videos, flash cards, games, and more, this do-it-yourself course has students raving. Learn more here. 

Read our latest articles at Genealogy Gems:

 

Dakota (AKA Kota Bear) makes Her Debut on this Episode

Please Help Us by Taking the 1 Minute Genealogy Gems Survey

Please help us create the best podcast for you by taking this very short survey.

Join Lisa Louise Cooke in person at Genealogy Roots

This event is now over. 

Watch the video recap of Day 1 of Genealogy Roots in Salt Lake City:

Watch the video recap of Day 2 of Genealogy Roots in Salt Lake City:

 

Get the Genealogy Gems Podcast App Here

Follow Lisa and Genealogy Gems on Social Media:

 

Sign Up for the Free Genealogy Gems Newsletter

The Genealogy Gems email newsletter is the best way to stay informed about what’s available with your Premium eLearning Membership. Click below to sign up today.

Lisa Recommends Computer Backup with:

Backblaze lisa louise cooke

Learn more about Backblaze computer cloud backup and get your computer backed up today at www.backblaze.com/Lisa

 

Download the Show Notes PDF in the Genealogy Gems Podcast app. 

Genealogy Gems Podcast Episode 237

The Genealogy Gems Podcast is the leading genealogy and family history show. Launched in 2007, the show is hosted by genealogy author, keynote presenter, and video producer Lisa Louise Cooke. The podcast can be found in all major podcasting directories, or download the exclusive Genealogy Gems Podcast app to listen to all the episodes and receive bonus content. 

Podcast host: Lisa Louise Cooke
January 2020
Download the episode mp3

Download the Show Notes PDF in the Genealogy Gems Podcast app. 

We are celebrating the 10th anniversary of the Genealogy Gems app. We blazed a new trail back in 2010 when we launched the app – apps were still really new back then.  I loved the idea of having a way to deliver exclusive bonus content to you as well as the audio, the show notes and best of all an easy way for you to contact me and the show.

genealogy gems podcast app 10th anniversary

It’s more popular than ever, and as far as I know we are still the only genealogy podcast app available. If you haven’t already downloaded it just search for Genealogy Gems in Google Play or Apple’s App Store, or get the right app for your phone or tablet here.

In this episode I have two interviews for you on very different subjects. First up will be a follow up to last month’s episode where we focused specifically on the New York Public Library Photographers’ Identities Catalog.

Well, in this episode we’re going to talk to the genealogy reference librarian at the New York Public Library, Andy McCarthy. And as you’ll hear, there are a massive amount of resource available there for genealogists everywhere.

Then we’ll switch gears to Scandinavian genealogy with David Fryxell, author of the new book The Family Tree Scandinavian Genealogy Guide: How to Trace Your Ancestors in Denmark, Sweden and Norway.

The free podcast is sponsored by RootsMagic

Rootsmagic

GEM: The New York Public Library’s Milstein Division of United States

History, Local History & Genealogy with Reference Librarian Andy McCarthy.

The NYPL is one of the largest public genealogical collections in the country. They have a “wide-angle” approach to providing reference materials for local and US History.

The Top Resources at The New York Public Library

#1 The reference librarians.

Email them at history@nypl.org Ask questions, prepare for your visit.

#2 The online catalog:

Click here to visit the New York Public Library’s Online Catalog.

While they subscribe to many genealogy databases, they don’t host many. Use the catalog to determine what’s available, and what to ask for. See if what you’re looking for exists. Pay close attention to subject headings to identify resources.

#3 The Digital Collections

Click here to visit the Digital Collections at the New York Public Library. 

  • City Directory Collection up to 1933.
  • Manhattan is the largest and is coming soon. This collection was only available previously on microfilm. It is a browse-only collection (not keyword searchable)
  • The 1940 Phone Directory is online.
  • Sanborn Fire Insurance Map collection is digitized and online.
  • The Map Wharper which is a crowd-sourcing project providing for historic map overlays, and super zooming in views. 

Offline Materials: 

They also have a massive collection available in house of books, pamphlets, newspapers, etc. There are research and photo copying services available.

#4 Research Guides online

Click here to view the New York Public Library’s research guides. 

Before you go:

  • Definitely reach out before you go.
  • Provide them with specific questions and they can help you identify what to focus on while you’re there.
  • Visit the Milstein home page. They also have many public classes. Check to see what will be available during your visit.

One of Andy’s Favorites Collections

The Photographic Views of NYC Collection. Arranged by cross streets

The free podcast is sponsored by MyHeritage

MyHeritage

GEM: Scandinavian Research with Author David Fryxell

David Fryxell’s book on Scandinavian Genealogy

David A. Fryxell is the author of the book The Family Tree Scandinavian Genealogy Guide: How to Trace Your Ancestors in Denmark, Sweden and Norway.

David is an award-winning author, editor, speaker and publishing consultant. He founded Family Tree Magazine, the nation’s leading genealogy publication. As a writing expert, he wrote the Nonfiction column for Writer’s Digest magazine for more than a decade and served as director of the famous Maui Writer’s Retreat. He has authored countless articles for Family Tree Magazine, and is also the author of additional books including Good Old Days, My Ass and MicroHistory: Ideas and inventions that made the modern world.

David Fryxell Scandinavian Genealogy Author

Author David Fryxell

Here’s a brief outline of my Q&A with David Fryxell on his new book and Scandinavian genealogy research:

Question:

To understand the ties between the Scandinavian countries, and why countries like Finland and Iceland aren’t included, we have to learn about the cultures and languages, right?

Answer:

Scandinavian countries are really tied by language. And at one point all the countries were united. Borders change. The records reflect these various changes.

Question:

What’s the timeline of Scandinavian immigration?

Answer:

The First Wave, 1825–1860

The Second Wave, 1865–1880

The Third Wave, 1880–1924

Question:

What value do you think DNA testing provides, and what should we keep in mind if we do test?

Answer:

DNA results are most helpful to find other relatives who may be able to assist in your research.

Question:

Let’s say we know we’ve identified the ancestor who immigrated. What else do we need to know before we can jump the pond and start digging into Scandinavian records?

Answer:

In the case of Scandinavian ancestors, you may not have to find the U.S. passenger records. They have excellent passenger departure records.

Question:

Tell us about the census in Scandinavia. Is it consistent among all three countries?

Answer:

Norway and Denmark have good census records. You can find them at:

They are increasingly searchable, and much like our census records in the U.S.

Sweden doesn’t really have useful census records. But they have Household Inventory records in church books. They were recorded every year. Turn to websites such as ArchivDigital, and Ancestry.com.

Question:

Let’s dig into the records. Where do you recommend we start?

Answer:

Church records are key. (Vital Records, census, vaccination, etc.) Also Military, Land and Tax.

Question:

I love that chapter 16 is called What to do when you get stuck! Give us an example of a common area where researchers get stuck and one of your favorite strategies for unsticking them.

Answer:

  • Get familiar with and pay close attention to patronymic naming conventions where a man’s name is typically based on the given name of their father.
  • Look closely!
  • Challenge your assumptions!

More Resources from David Fryxell: https://vikinggenealogy.com

Protect Your Precious Genealogy Data

Don’t wait another day. Get the computer backup that I use www.backblaze.com/Lisa.

Backblaze lisa louise cooke

Profile America: First Radio Broadcast

Monday, January 13th. Today is the anniversary of the first radio broadcast to the public. It took place 110 years ago in New York City, engineered by Lee deForest, a radio pioneer and inventor of the electron tube.

Lee de Forest First Radio Broadcast

The 1910 broadcast wasn’t made from a purpose-built radio studio, but from the Metropolitan Opera house. DeForest broadcast the voices of Enrico Caruso and other opera singers. A small but impressed audience throughout the city gathered around special receivers to listen with headphones.

Today, 95 percent of American households have at least one radio.

One-hundred ten years after deForest’s lonely effort, some 5,400 radio stations employ about 92,000 people.

Sources:

Courtesy of Census.gov.

MyHeritage LIVE conference

I’ll be speaking at this conference in Tel Aviv, Israel on October 25 & 26, 2020. Read more here.

RootsTech 2020

I’ll be presenting 4 sessions and look forward to visiting with you at the Genealogy Gems booth at the front of the exhibit hall. Get all the details here.

Read our latest articles at Genealogy Gems:

 

Become a Genealogy Gems Premium eLearning Member

Gain access to the complete Premium podcast archive of over 150 episodes and more than 50 video webinars. Become a member here.

 

Please Help Us by Taking the 1 Minute Genealogy Gems Survey

Please help us create the best podcast for you by taking this very short survey.

 

Follow Lisa and Genealogy Gems on Social Media:

  • Instagram: Follow me here.
  • Facebook: “Like” the Genealogy Gems Podcast page here.
  • Pinterest: Follow me here.
  • Genealogy Gems YouTube Channel – Subscribe here.

Stay Up to Date with the Genealogy Gems Newsletter

The Genealogy Gems email newsletter is the best way to stay informed about what’s available with your Premium eLearning Membership. Click here to sign up today.

Download the Show Notes PDF

How to Get Back Into Genealogy

Show Notes: Restart Your Genealogy!

Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!

Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?

If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.

how to get back into genealogy

 Get your Genealogy Restart checklist in the Resources section.

And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track. 

How to Jump Back into Your Genealogy

Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.

In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.

If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.

Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!

Genealogy Restart Checklist

I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!

Get my comprehensive downloadable Genealogy Restart Checklist. (Premium Membership required)

Step 1: Find Out Where You Left Off in Your Research

Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.

How to find your search history at Ancestry.com

At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”

This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.

You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.

On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.

how to find search history at Ancestry

Recent Search History page at Ancestry®

If you see searches in the list that you don’t need anymore, click the trash can button to delete them.

Notice over on the left that you are viewing Recent Searches, but you do have other options:

  • All Recent (activity)
  • Viewed Content (records you’ve viewed)
  • Viewed Collections (record collections you accessed)

All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.

Review your activity history in your genealogy software.

You can also review your most recently activity in your genealogy database software.

In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.

Step 2: Identify Gaps that Need to be Filled

Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.

Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:

  1. your specific research question,
  2. the records you think you’ll need to answer it
  3. the locations where you think those records may be housed.

See this in action in my video Hard to Find Records, a Case Study.  

Premium Members check out these classes with downloadable handouts:

 

Step 3: Prepare for Genealogy Research Success Going Forward:

Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.

Genealogy software database

If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.

If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.

Genealogy software is typically very affordable. You can  even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.

Premium Member Resource Video: Take Control of Your Family Tree.

Cloud backup

If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.

Status of Genealogy Website Subscriptions

Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.

If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.

A Paper Filing System

While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.

Filing Digital Content

The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.

Check out all of my organization system classes.

Source Citation Brush Up

Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.

With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.  

Now’s the Time to Restart Your Genealogy

Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.

Resources

Downloadable ad-free Show Notes handout (Premium Membership Required.)

Bonus Download: Genealogy Restart Checklist (Premium Membership required)

 

Genealogy Gems Podcast Episode 210

with Lisa Louise Cooke

In this episode:

  • You’ve heard of “burned counties,” a phrase used to describe places where courthouse fires or other disasters have destroyed key genealogy records? In this episode, a listener presents the problem of her burned city?Chicago.
  • Your DNA Guide Diahan Southard shares some of the latest buzz about DNA health reports you can get with your DNA tests for family history?and some opinions about them
  • News from the Genealogy Gems Book Club
  • Get-started Swedish genealogy tips from Legacy Tree Genealogist Paul Woodbury
  • The Archive Lady Melissa Barker shines the spotlight on archival collections that haven’t even been processed yet (and suggestions for getting to them)
  • Five years away from the release of the 1950 US census, Lisa has tips on researching your family in the 1940s and preparing for its release

MAILBOX: GEMS FOR YOU AND YOUR SOCIETY

 

   

Gail mentioned the free step-by-step Family History: Genealogy Made Easy Podcast

Great news! Your genealogy society or group may reprint articles from Lisa Louise Cooke’s Genealogy Gems blog! Click here to learn more.

MAILBOX: GENEALOGY GEMS BOOK CLUB

    

Shannon by Frank Delaney and Ireland by Frank Delaney
(Thank you for supporting the free podcast by using our links to get your copies of these books.)

Book Club Guru Sunny Morton recommends the novels of Frank Delaney, beginning with Shannon (and now she’s reading Ireland). Frank is a master storyteller, and family history themes wind throughout his stories. Tip: he narrates his audiobooks himself. They are well worth listening to! But they’re so beautifully written Sunny is buying them in print, too.

 

MAILBOX: THE GREAT CHICAGO FIRE

   

Resource: Newspapers.com
“Burned county” research tips
Sam Fink’s list (an index of Cook County marriages and deaths)

Recommended:

Rootsmagic

Visit www.RootsMagic.com

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. RootsMagic is now fully integrated with Ancestry.com: you can sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at https://www.backblaze.com/Lisa.

 

 

ARCHIVE LADY: UNPROCESSED RECORDS

As an archivist, working in an archive every day, I get very excited when someone walks through the door with a records donation in hand. Many of our archives would not have the genealogical and historical records they have without the generosity of others that make records donations. Archives receive donations of documents, photographs, ephemera, and artifacts almost on a daily basis.

Many archives have back rooms full of unprocessed and uncatalogued records collections. Sometimes they are even sitting in the original boxes they were donated. These records collections have not been microfilmed, they are not online anywhere but they exist and the genealogist needs to seek them out.

 

 

Images courtesy of Melissa Barker and Houston County, TN Archives.

Many times record collections haven’t even been processed yet but the archivist might let you look through a specific collection. Be prepared, sometimes the archivist doesn’t allow patrons to view unprocessed collections. But like I always say “It doesn’t hurt to ask!” The archivist should know what they have in those collections and should be able to help you decide if a particular collection will be of help to you and your genealogy research.

The answer to your genealogical question could be sitting in a box of unprocessed records. I like to always encourage genealogists to put “unprocessed records” on their to-do list. As genealogists, we should leave no stone or box of records, unturned.

DNA WITH DIAHAN: MORE DNA HEALTH REPORTS

Recently, Family Tree DNA offered its customers a new $49 add-on product: a wellness report that promises to “empower you to make more informed decisions about your nutrition, exercise, and supplementation.” The report comes via a partnership with Vitagene, a nutrigenomics company.

How does it work? When you order the report, Family Tree DNA shares the results of your Family Finder test with Vitagene and gives you a lifestyle questionnaire. According to the site, “this information, along with your DNA raw data results, will be analyzed using the latest research available in the areas of nutrition, exercise, and genomics. You can expect your results to be available on your dashboard within one week of purchase.”

At this point, the test is only available to those who have taken the Family Tree DNA Family Finder DNA test (we called to check with them specifically about those who transfer their DNA to Family Tree DNA, but the Wellness Report isn’t available to them, either). Those who qualify will see a Wellness Report upgrade option on their Family Tree DNA dashboard:

There are several components to the Family Tree DNA and Vitagene Wellness Report. The site describes them as follows:

Nutrition Report. “Personalized, actionable recommendations designed to help you reach your weight goals. Learn how your DNA affects traits such as obesity risk, emotional eating, weight regain after dieting, and more. Included Reports:  Obesity Risk, Alcohol Metabolism, Cholesterol Levels, Triglyceride Levels, Lactose Sensitivity, Gluten Sensitivity, Emotional Eating, Weight Regain After Dieting, Fat Intake, Sodium Intake.”

Exercise Report. “Outlines the optimal physical activities for your body to start seeing better results, faster. Included Reports: Power and Endurance Exercise, Muscle Strength, Muscle Cramps, Exercise Behavior, Blood Pressure Response to Exercise, Weight Response to Exercise.”

Supplementation Report. “Reveals which deficiencies you are more inclined to suffer from and recommends a supplement regimen that will help keep you healthy and feeling 100%. Included Reports: Full Supplementation Regimen, Vitamin D Intake, Vitamin A Intake, Folate Intake, Vitamin B12 Intake, Iron Intake.”

And what about your privacy? According to Family Tree DNA’s Q&A, “Your data is 100% secure and protected by industry standard security practices. We will not share your information without your explicit consent.”

This is just one of many services that are cropping up or will crop up in the future to offer additional interpretations of our DNA test results. (23andMe was the first major company in the genealogy space to offer these. Click here to read about their health reports, and click here and here to read about the company’s long road to FDA approval.)

Essentially, each DNA test you do for family history looks at a certain number of your SNPs, or little pieces of DNA (not your entire genome, which is costly and isn’t necessary for genetic genealogy purposes). A nutrigenomic profile compares your SNPs with SNPs known to be associated with various conditions or ailments. (These genetic markers have been identified by researchers, many in academia, and deposited in ClinVar, a large, publicly-accessible database that itself is part of an even larger genetic database, SNPedia.) In this case of Vitagene, they are likely mining ClinVar for specific places in your DNA that pertain to nutrition, and were also evaluated as part of the Family Finder test.

Of course, many factors affect your health, nutrition, exercise capacity, and other wellness indicators, not just your genes. The purpose of reports like these is to give you just one more piece of information to weigh personally or with your health care provider.

When considering whether to purchase a nutrigenomics report such as this, I’d look carefully at what’s promised in the report, as well as the company providing it and the cost. Vitagene does also sell vitamin supplements, so they have a clear motivation to tell you about what supplements to take. And, for your information, Vitagene also offers this $49 health report for AncestryDNA and 23andMe customers.

Of course, if it is health advice you want, for only $5 you can turn to Promethease.com and receive a health report?based on any testing company’s autosomal DNA report?that includes some nutritional factors. (I’ve blogged recently about Promethease and another inexpensive recommendation for DNA health reports. Click here to read it!) Or, I will just tell you right now, for free, without even looking at your DNA: Exercise more and eat more green vegetables and less ice cream. There. I just saved you some money. You’re welcome.

GEM: COUNTDOWN TO THE 1950 CENSUS: 5 TIPS

Get a copy of a census record for yourself or a relative (1950-2010). This costs $65 per person, per census year. In addition to genealogy uses, census records are legally-recognized documents to prove your identity, citizenship or age if you’re applying for a passport and you’ve lost your birth certificate or other situations like that. Order it through the Age Search Service” offered through the US Census Bureau.

Video tutorial: How to obtain a copy of your census record

Find your family in all possible records before and during WWII

5 places to find city directories:

Find your family in all possible records AFTER the war

  • City directories, yearbooks, deeds, divorce records (the divorce rate went up after WWII)
  • Post-WWII draft registrations: Click here to order copies of draft registration records for men born 1897-1957. Requires full name of applicant, address at time of registration (tip: get it from a city directory).

Help create location tools for the 1950 US Census

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Available in the Genealogy Gems Store

Google your family’s history during the 1940s and 1950s

Follow-up your discoveries with Google and YouTube search questions. Example: You find your grandmother working as a telephone operator in the 1940s in a city directory. What would her job have been like? Search YouTube:

YouTube videos on 1940s telephone operators

1950 US Census Questions

Watch Elevenses with Lisa episode 53 1950 Census Questions

LEGACY TREE TIP: START YOUR SWEDISH GENEALOGY

     

Click here to read Paul Woodbury’s tips on the Genealogy Gems website.

PROFILE AMERICA: THE OPEN ROAD

Gasoline Rationing

“The busiest spot on the Pennsylvania Turnpike,” Library of Congress photograph; image courtesy of Wikimedia Commons. Click here to see full citation.

BONUS CONTENT for Genealogy Gems App Users

If you’re listening through the Genealogy Gems app, your bonus content for this episode is a lightning-quick tech tip from Lisa Louise Cooke on how to undo that last browser you just closed and didn’t mean to! The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Hannah Fullerton, Audio Editor
Lacey Cooke, Service Manager

FREE NEWSLETTER:

Subscribe to the Genealogy Gems newsletter to receive a free weekly e-mail newsletter, with tips, inspiration and money-saving deals.Genealogy Gems Newsletter Sign Up

Resources

Download this episode

Download the show notes

Pin It on Pinterest

MENU