The GEDCOM digital file format is essential to genealogy. My expert guest from FamilySearch explains what a GEDCOM is, how to use it, and the most recent changes. He’ll also answer some of the most common GEDCOM questions.
Show Notes
If you’ve been watching my videos for a while, then you probably know that I really recommend that you have a complete copy of your family tree on your own computer. But what if you’ve been building your family tree totally online up to this point?
The good news is that you can export your family tree as a GEDCOM file. But what exactly is a GEDCOM file?
Gordon Clarke, the GEDCOM Developer Relations Manager at the free genealogy website FamilySearch.org joins me to answer that question and provide the latest information about the GEDCOM.
What is a GEDCOM?
(00:54) Lisa: What is a GEDCOM?
(01:14) Gordon: GEDCOM is actually an acronym for:
GEnealogical Data COMmunication.
It’s a type of file with specific rules that allows digital family history products to exchange information. It’s been around so long that all the software companies can read and export it.
Say for example that you have a particular family tree program you’ve been working in but there are some features in another application that you like to try out. You want to try it out with a computer file that the program can read. All of the popular genealogy programs allows you to write a GEDCOM file and then you can read it in and review your information and add to it. That is what a GEDCOM is for.
It’s a specific file type that was works with most family history applications. It’s a text-based file, though it has special constraints to it. It was designed to be easily adaptable and compatible with importing and exporting. So, as long as the developers of both products adhere to GEDCOM specifications, you shouldn’t have a trouble downloading from one and uploading to the other.
Lisa: It sounds like each genealogy software database and website probably have their own proprietary file type, right? So, this is one everybody sort of agrees on that can extract the genealogy data set right. Is that right?
Gordon: Right, and there are differences between the proprietary program and GEDCOM. There are some products out there that only support GEDCOM. So that’s their proprietary format.
Why Use a GEDCOM?
(03:45) Lisa: So why should we use one a GEDCOM. When would we find ourselves wishing we had this universal file?
Gordon: Family history is more of a record keeping whether it’s photos and stories and genealogical data. People like to keep it and have control over it. So, GEDCOM is I like the word “personal”. You can personally control it. It’s just a .GED file, so any operating system can handle copying and emailing it. So, for personal control, preservation and sharing of genealogical data. It’s the most universally accepted format.
I would think for your backup purposes because it’s so universal, make sure that the program that you’re using has the ability to save your data in GEDCOM. Then you can decide whether you put it in your thumb drive or removable drive or you put it up in the cloud, you can decide how to preserve it. Think of it more as your personal file over this important information.
(05:31) Lisa: I like that idea. I’m probably not alone in that I once had somebody give me a little floppy disk and it had the whole family tree that this person had been working on. Unfortunately, it was a proprietary file, and it was a program that no longer exists. I’m helpless to be able to use it. So, a GEDCOME can really solve that issue.
Do All Family Tree Programs Support GEDCOM?
(06:00) You kind of touched on this, but I just want to just double check. Can all family tree programs and websites export the GEDCOM? Are you familiar with anything that don’t?
Gordon: I would say all of the popular programs and websites make it possible to import GEDCOM, and most of them allow for exports. There are some exceptions to that rule. If you’re going to spend your time using a program, look to see if it’s GEDCOM compatible.
To help even more so standardize the industry, the software providers commit to implementing the newest version of GEDCOM. Much of that is backward compatible. We presented those that have or will be planning to implement the newest version of GEDCOM at Rootstech. You can search at Rootstech for “GEDCOM” and see the videos of what’s been rolled out and what’s coming.
Who Owns and Controls GEDCOM?
(07:41) Lisa: Is there one particular group or authority or somebody who’s in charge of deciding what the GEDCOM is and how it works? Or is that a role that FamilySearch is playing?
Gordon: It is a role that Family Search has been playing. FamilySearch is the software development, education marketing, support arm of the department called The Family History Department of The Church of Jesus Christ of Latter Day Saints. So sometimes because of marketing reasons, people think that we’re different. Family Search is totally run by the Church of Jesus Christ of Latter Day Saints.
From a historical standpoint, the original specification was created and released in 1984. All subsequent versions have been copyrighted by the Church of Jesus Christ of Latter Day Saints.
Now, in the last three years, as a like a product manager, I took on the responsibility for working on the new version, version 7 of GEDCOM. But it’s always been an effort of FamilySearch as the outreach arm for the Family History Department.
What we did differently in this last version is we solicited all the key players and software companies. It was much more of a collaborative effort to go through the changes, things to keep, things to just get rid of. It took about two years working with many people. Now the version is what is called a public GitHub repository. As we worked toward version 7, it was to prepare it for a starting point. The decision process is still a steering committee sponsored by FamilySearch, but the input and the communication on changes is open to all software developers. You can learn about all that because it’s hosted at GEDCOM.io. So GEDCOME.info is kind of like the general public, and GEDCOM.io is more for technical software developers.
GEDCOM Features
(10:38) Lisa: What are some of the features of GEDCOM 7? What are some of the things that you consider when you’re continuing to develop the GEDCOM?
Gordon: The process that we worked on was, I think to eliminate ambiguity, there could be different software providers that would interpret the file specifications a little bit differently. We wanted to clean up the specifications so that there would be much more, not 100%, but a much better compatibility between the people that were reading it and writing it. So, we worked very tediously on eliminating the ambiguity.
I would think that the biggest thing is, it’s become more of a storage format of photos, and records and data. Let me read something, “FamilySearch GEDCOM version 7 incorporates the added ability to include photos, and other files when users download a FamilySearch GEDCOM 7 file from a supportive family tree product.”
Your local photos can be bundled in a special file that we called GEDZIP. It’s a GEDCOM file that is a zip package. That means that anybody that unzips that package will get the GEDCOM file and all the external files associated with it and have everything be readable. It’s a packaging technique to put everything together, which really adds to this idea of a personal preservation and sharing. Now you can package everything together and preserve it and share everything that’s important to you with others.
In addition to this zipped packaging capability, notes have been expanded for more versatile use and styling of text. When you add notes, whether it’s a relationship or a location, you can actually stylize those notes now and use bold and italic.
Many tools and sample files were created to help with self-testing. It’s based upon the Apache license, which is more of a technical slant on things, but to software developers, that means it’s an open software license. There’s a public GitHub repository that you go to github.com/familysearch so that you can request and watch ongoing changes in a more of a public environment, though Family Search is still the stewards and has the final say on decisions.
So that’s what’s new. It’s more open to the public. It’s been cleaned up with some important new features.
But backward compatibility for 90% of the GEDCOMs that are out there (and the last one was 5.5.1) is still possible. But it won’t go back to 3.0, 2.0. That’s where that’s where some of the incompatibilities are, is because people are using versions that are 20 years old. And things have changed a lot in the last 25 years. We have a clean, fresh start, and a new community working on continuous improvements. But there won’t be changes because the standards shouldn’t change much. This new version 7 is going to be pretty much the same for a while everybody gets on board.
Do GEDCOMs Include Image Files of Attached Records?
(15:21) Lisa: You mentioned photographs. Would that include image files? Would that include if we downloaded an image of a genealogical record which might be a .JPEG file? Would those come along with the GEDCOM?
Gordon: Yes, absolutely. All the elements of GEDCOM have definition of how to use them. And what’s called the multimedia link, the multimedia link means you can link to local files, JPEGs, PDFs, you know, whatever they are. And if you don’t want to put it all together, you can link to files that are in the cloud, and it will remember where they are. If you package them together in a GEDZIP file, and then you unpackage it, you’ll be able to access the local image files and the local records there.
So, this idea of putting it all together, I mean, bandwidth is much better than it used to be. But still, for people that have hundreds of thousands of images. This is not the best format for that. So they can work out a strategy taking into account the cloud service they use, and which photos they will keep locally on their computer. So, they can keep track of everything, both in the cloud and on their local drive. And that can all be referenced in this new version of GEDCOM.
Is There Data Loss When Exporting a GEDCOM?
(16:59) Lisa: Excellent.
So one of the questions I’ve heard from people is that they are concerned about loss data loss. If they’re importing or exporting, maybe going back and forth, is there a chance that you’re going to lose things or even introduce an error of some type?
Gordon: This is kind of the issue of the work on version 7. One of the biggest issues is not only new features, but to get a new standard to kind of clean the slate. If you get stuff into the new GEDCOM version 7 the likelihood of data losses is greatly reduced. So, we’re encouraging the adoption and use of GEDCOM 7 because it’s less likely to cause any data loss or errors.
Family Search and industry experts have worked for two years to remove ambiguities, simplify the definitions and samples in order to eliminate the possibility of data loss and errors when transferring between programs. In the long run, not only does it include more media, but the whole goal is to improve the consistency, the compatibility and minimize or even eliminate data loss. So, what you will start being seeing is the question “is GEDCOM 7 compatible?” Because GEDCOM 7, when we were working on something that was 20 years old, is going to be more compatible in the future. We have a body to watch out for it. Your data will migrate to the new version without data loss. But looking at down the road, staying with the version 7 or higher will assure a sure better preservation of what you have.
Learn More About GEDCOM at Rootstech
(19:17) Lisa: I think you mentioned or alluded to that there were some announcements at Rootstech 2022.
Gordon: Yes, go to the sessions and type in “GEDCOM” and you will get three opportunities. One is a session called GEDCOM 7 Launched and Rolling Strong. Another session will be FamilySearch GEDCOM 7 What’s Next? And the answer is teamwork.
There’s two pre-recorded videos about the What’s New in GEDCOM 7 and then how the industry’s going to join together in working on it in the future. In in one of the sessions, the first one, there actually is a slide that shows all the companies that have committed to it. But all the majority of the companies have said, both in the cloud and desktop and laptop, and some have said when they’re going to release it. And one company I think, is announcing their release at Rootstech of the new GEDCOM version 7.
Future Updates and Changes to GEDCOM
(20:44) Lisa: That’s great to see. Anything I didn’t ask you or that you think people should really be aware of as they move forwarding and keeping up to date with GEDCOM 7?
Gordon: Again, with a standard, we don’t want to change too much too fast, because they wanted to get solid as a new transfer format.
I think the big areas that we’re working on for future versions is related quite a bit to internationalization. There are probably 20 different calendaring systems that are different than what we do in the U.S. To be able to respect those different calendars and to understand the translation between calendars is a big part of internationalizing GEDCOM.
The other part related to that is that there are some places in the world where how they define relationships between people is not typical to either the US or Western Europe. And so we are working on major upgrades and encourage people to come join with us. With naming conventions we may think given name, surname, but in reality, there’s other relationships that get into the name. If we even go to Africa their name is the first name may go back 10 generations, so their name is a memorization of all those names. So, improving on names is an important effort, the structure and relationships.
Another improvement is places. We think hierarchal and certain jurisdictions, but over time, and in different areas of the world, how you organize places is different. We need to address that in the GEDCOM specification.
Sources and Citations need to be upgraded for the genealogical community. And so, we certainly invite not only software developers, but genealogists to join our effort to improve sources and citations.
GEDCOM Hypothesis
One thing I’m really excited about is that we have a team that’s been working a year, and they’re probably working on it another year or two, on what we call hypothesis. This is so that you can share information without claiming it as a conclusion, and keep it separate from a conclusion. This encourages collaboration. So instead of arguing about I’m right, you’re wrong, we call it a hypothesis. Then we can have a discussion until there’s enough sources to prove it. This Hypothesis module I think is going to be really exciting. But that won’t be for a couple years or so until we actually release it.
Lisa: I think that’s a terrific idea because so often we are just battling with ourselves over what we think the answer is, and we want to track it while we’re doing it.
I’m curious: sometimes we go to a website, and you have to pick what language you speak. Perhaps if you’re searching for videos on YouTube you might say English. Is this something being considered? Is the goal no matter what that it’s only one type of file that serves every country or was there a consideration that you could select your country and then the GEDCOM would support your calendar and your geographic areas. I’m sure that was a discussion.
Gordon: Oh, absolutely. And, but what you’re talking about, just to be clear, is the specification to give all of the options and more to the software developer. The software developer can decide the language of the interface, and many of them are already doing this. So the actual presentation, if it’s Norwegian, or Danish, or whatever, it’s different according to the language that you place. What we’re looking according to your language of choice is that the orientations are names, relationships, and places jurisdictions, will be easy for the software developer to switch to by just changing that.
When we look at an international – how people look at information – it may be a different lens that they look through. So having the ability to give the software developers out of our future specs, to switch their interface, and switch around because they might be working in one part of the country because of their heritage, and then they might work in another and to be switched between it and to still have the data be the same, regardless of what national lens they’re looking through.
Lisa: It’s amazing that one little package contains so much and so much flexibility. That’s really terrific.
The Team Working on GEDCOM 7
(26:52) Gordon: I won’t drop names but in my immediate steering committee, that we meet with weekly, not only do I have three representations from within FamilySearch, but from the community, I like to call them doctors, they are doctors, they have their PhDs in computer science. Some are genealogists, they have their peers, one is even a linguistic professor. Another is an actual legal professional. It’s been wonderful to work with such experts, really, that are reasonable, and want to make things easy for the software developer. So, it’s quite a dilemma, instead of just making it right in the specification, but we’ve got to make it right and make it easier for the software developers to implement it. So that’s my thanks to all the people I’ve been able to work with.
If you want to find the marriage records of your ancestors, you may need to look somewhere besides where they lived. This genealogy case study with professional genealogist J. Mark Lowe demonstrates how the concept of a Gretna Green can solve this marriage mystery.
In our last video, J Mark Lowe was here and he explained that Gretna Green is a place in Scotland and it was a place well known for being very easy to get married, a lot fewer marriage restrictions than other locations. Well, that name has actually become synonymous with any place where it’s much easier to get married. And that means also here in the United States. So when you’re looking for a marriage record, and you’re not finding it, there’s a possibility that Gretna Green is playing a role. In this video, Mark Lowe is back and he is going to walk us through a case study that really illustrates the power of understanding Gretna Green, when you’re looking for marriage records.
(01:26) Mark: This case involves my grandparents, Papa Lowe and Mama Lowe. That’s what we call them. They were a very, very sweet couple. My dad knew a lot about his parents, and he was the oldest child. But do you know what he did not know? He thought they got married in Bowling Green where they lived. He just said they got married in Bowling Green. So, there I was with the county court clerk and there wasn’t a marriage for his parents!
I’ll have to tell you, my grandmother was, the term we use is a tea totaler. So that typically she was not an alcohol user. She was somewhat rigid and strict, in some ways. But I think I said to the clerk, “were my grandparents actually married?!” And he just burst out in big laughter. He knew them. So he just thought it was hilarious that a seven-year-old asked that. In the fact he said – he called my grandmother Miss Eunice – he just laughed, and he said, “No son, I’m sure that they went somewhere else to get married.” It was pretty popular at the time. He didn’t tell me where they were married, though.
I did know that from the 1920 census, that they were already married. So in my great grandparents’ household there is my grandfather Earnest and his wife, my grandmother Eunice, living with his parents and they are married. And I knew that that had to be close to that time period that they married because I knew it was after my grandfather was back from World War I. So, this helps establish that they’re at least somewhere close, and that they’re a married couple living with his parents.
So they didn’t go to California, for example, or Texas. They didn’t go too far to get married. If they did they are already back. It was kind of like doing what we normally do, which I think is, as a beginner, we’re taught to look start in the county where they’re living. And I found a map of South Central Kentucky from that time period, 1924. I found it on David Rumsey.
You can see the blue star is generally where they lived kind of in the northeast corner of Warren County, Kentucky. Bowling green is the county seat, and so I looked there. I learned as a young researcher that if the marriage can’t be found where they lived, you will look at the surrounding place. You look at every place that touches that area. Well, there are a lot of counties! Nearby is Warren county, and I checked there. I checked every one of those counties and it took me a while to do it! (I couldn’t do it when I was seven. I had to wait till I could drive!) So, it took several years for me to be able to write a few letters.
You also see along that where that blue star is that there’s a railroad. It’s not a driving road. So the other thing that I thought about is the railroad. So I also went to counties beyond the adjacent counties because of the railroad. I went all the way even up to Louisville, which is just north, probably about two hours by train. North of that I even checked those counties. I didn’t find them.
Had I looked at this map more carefully, and had what I know today about the Gretna greens, I would have at least looked at the differences between the laws. I showed you those differences between Kentucky law and Tennessee law in the last video. I probably would have also looked at the statistics for the counties along the Tennessee Kentucky border where there were more marriages. Had I done that, if I had followed my own advice, I would probably have seen it.
If you follow that railroad on the map, it kind of goes down and then it goes straight south. And there is Simpson County. And it goes down to Franklin. And then there is the triangular jog. That’s a little break in the line up between Kentucky and Tennessee. It’s a historical point. Well, just south of that is a little town called Mitchellville. It’s in Sumner County. It’s just over the state line. There’s a railroad stop there. Well, guess what? That’s where they got married!
They hopped on a train, went to Mitchellville got off the train, went to the JP (Justice of the Peace) and were able to do everything and then probably hopped on the train, next train going north, and went back home.
I do want to verify that. And yes, it’s there. There’s a marriage bond for them. They married, and what’s interesting here is we always look at the bondsman to help us to connect with other family and associates and people that they know. What’s interesting about their record is that the bondsman is F.M. Groves, that’s also the justice of the peace who married them. And at the top it says that F.M. Groves paid for the bond. Do you know what he was known as? The marrying squire because if you crossed over to Mitchellville he was the JP. He had an office near the train station. I guess that probably was almost his full time job. People would come there to get married. Everybody knew about it. They would come and get married, he would take care of the license, and they would go on their way, and then he would record it. He would take all of those marriages to the county court clerk’s office over in Gallaton in Sumner County, and record those. I never thought about looking there. They actually are in the marriage register. But that’s not where they were married, and it wasn’t done the day they were married, because he did everything in his office, and then he took all the stuff over.
In the indexes, they copied my grandmother’s name which was Eunice. And on his record, you can clearly see it says Eunice Martin in that bond. Well, it’s a little scratchy. But when it’s indexed on the other record, they missed the U and the indexed her as Enis. And so that’s the other thing in a Gretna Green, when you’re checking an index, if it was copied by a JP and then taken to the clerk, it’s very possible that there could be errors in the name transfer the copying. Or if the if the clerk was trying to read the JP’s handwriting and it was really bad, then the name could be totally obliterated in the register, which is usually what used to index the records. So that can also create a problem.
(10:10) So, they were married by this marrying squire. I found the article about him in the newspaper and he was involved with the railroad. So, he a smart man that realized that there were a lot of folks in the time period, post World War I, interested in getting married. He was in favor of that, and so that a lot of folks did it. And what’s interesting is that almost all of my grandfather’s siblings married all came to Mitchellville. They all came to the same place. And then all their cousins that married in that next decade from the 20s on, almost all of them did the same thing. They hopped the train and they came down to Sumner County, Mitchellville, and got married. It became almost like that was the heritage place and I wouldn’t have known that. But once I know it, then it’s like, I didn’t even have to go to Kentucky to look up any more records. They’re all right here in Sumner County.
So again, the Gretna Green creates a whole new situation of helping us. Once you begin to see it, you see the pattern.
One of the things that we have today that we didn’t have back when I was seven is we didn’t have access to the great records that have been indexed for us on FamilySearch, Ancestry, MyHeritage, and all these great resources. I could have looked for that marriage. But I might not have looked on Tennessee because I thought that they got married in Kentucky. So again, you do need to think about the possibility that they didn’t marry where they lived. Ask yourself, what are the places that people would typically go. If you can’t find them, clearly go back to that concept.
A lot of times our records are not where we think they will be. I was looking for one today. Pat Boone was a famous singer. All my life I’ve known that Pat Boone and his wife Shirley Foley, were a young couple that married in 1953. And I’ve always known that Pat Boone got married in this town in Springfield. It was kind of known as a Gretna Green because of the rural areas. People didn’t want to get married Nashville so they often came up here. I looked in the newspaper, and it actually said that Pat and Shirley, their newspaper accounts in Nashville, indicated that they had married in Springfield. It actually indicated the church that they were married in. It was in the study of a church right here. And it talked about who the witnesses were, because one of them was one of his college professors in Nashville. And so, I just wanted to find that record. I thought, well, since they married here, they also got their license here. But, again, that’s not the case. They actually got their marriage license in an adjacent County in Davidson County, and then they came up here and had it solemnized. So again, if I was looking for the record, even though they married here, (I looked for the record here), the record is in Nashville. And so sometimes, that’s not really the same thing as they went somewhere to get married in this case of Gretna Green, and the records are there, but again, you have to stop and think about what am I looking for? And what’s the truth of the situation? Listen to the story, and the story will help you find the details often.
(14:31) Lisa: That’s a great point. And I think you’re right, a lot of people assume that it always happens all in one place. but maybe not. And how amazing that the marrying squire performed 12,000 marriages. That’s a lot of people!
These strategies are so terrific because as you said even though we can search the index today, if it got transferred a couple of times there’s a chances of not finding it in the index because the name got kind of chopped up as it kept getting transcribed are good. You have to go back to these strategies.
(15:08) Mark: And also people had nicknames. You know me as Mark, but my first name is John. So if I actually was on the record as John Lowe, you might not have connected that with me. I know that’s often the case when I’ve been looking for brides, and I know them as Elizabeth, and I go look, and there’s not an Elizabeth in that marriage record. And I may have known she married somebody named William. So, I’m looking for an Elizabeth marrying a William. I know of a particular case where the young lady’s name was Caroline Elizabeth, and she went by Elizabeth, but her first name was Caroline, but she never used it. Guess what? She used it on her marriage record!
It could have been misheard. I know another person who went by Martha. Her name was not Martha. Her name was Mary Ann. She got a nickname of Martha, because she had an Aunt Martha. And so they called her Little Martha. It became a nickname. And so, she went by that. Her legal name was Mary Ann.
My grandfather ended up working for the railroad later. And I would say that when the railroad passes through an area, and I found this to be true in a lot of cases, with the transportation situation and a railroad often being an inexpensive way to travel, that often would have led to even more chances of the Gretna Green happening. I know of several couples along the railroad who decided to go somewhere else.
For example, to get out of Kentucky and go get married, they could hop on a train, and within about two hours, they could be up in Illinois in White County, Illinois. I know a couple in southern Kentucky who lived in different towns, they shared notes about how they were going to run off and get married and all this. But we don’t always have those notes afterwards, right? Grandma didn’t, grandma didn’t leave me all the personal things that she wrote to grandpa. In that case, this family ends up having these notes later, and they learned that the couple planned this whole thing. They hopped on the train and they met and had a bag and they went across the state line to White County, Illinois and got married. You would think, wow, I would never look that far away. All you’ve got to do is just follow that map of where the train goes.
Recently I talked to some folks in Eastern Kentucky and I helped some folks. In every case we used the railroad map and we were able to pinpoint the most logical place for them to go to get married. In almost in every case, they either went to Lexington or Louisville, because the big city had a JP. They might hear from the railroad guy who knew who to go see to get that done quickly. So they had a great experience. They were able to get back on the train and go back home and tell everybody, “Hey, we got married.”
So, one of the advantages of the Gretna Green is that the marriage can be quick, and you can get back home and announce it. I’m pretty sure that’s partly why my grandparents did what they did. They went and they came back and probably their friends knew and they probably had a reception or party either then or the next day.
Lisa: And it might be that people couldn’t necessarily afford a big wedding or it was just like a little getaway mini honeymoon or they had to get back to work on Monday. Who knows.
(19:40) Mark: Well, I think sometimes that’s the most logical reason. It’s probably very simple like that. There are some cases where we know that perhaps the father of the bride was not was not real thrilled about his potential son-in-law. He just didn’t think he was good enough for his daughter. And so he probably pushed back. I think that happened a lot.
I know in cases where they just didn’t want to wait. If all it took was crossing two county lines to get married they might just do that. I can hear saying, “Daddy will be okay with it once we’re married, it’ll end once we’re married. He’ll be okay, you’ll all be fine.” I think the justification of young minds often will lead us to make those decisions.
Lisa: That sounds like my grandmother. I’m sure Daddy wasn’t thrilled. It was funny because they lived in Northern California, but they went to Carson City, Nevada to get married. It was just this little tiny thing in the newspaper, nothing fancy. Her fiance, my grandfather, worked for the railroad. So it was super easy. They picked a convenient spot along the railroad line. I’m sure she felt like ‘well, we’ll come back and then we’ll ask forgiveness later.”
Use a Genealogy Research Plan
(21:21) Before I let you go, I really want to touch on one thing. I’ve been kind of trying to remind people lately about research plans. When it’s not a quick search, and what you’re looking for doesn’t just pop up on Ancestry or MyHeritage we’re going to have to dig a little bit and do this kind of background work.
As you were talking about getting the map out and then marking the spots I envision all those locations, go into that research plan. A plan helps you know where you’re going and how to approach it.
If you had to give a pitch on why it’s worth taking the time to take a deep breath and put a plan together, what would you say?
Mark: That’s easy because all of us have lost something important to us in our normal life. Now, as we get older, we lose a lot more. But when the research is important to you, a plan becomes essential. Not only does it help you think through it, and then you follow the steps as you as you see them developing.
It also helps you when you when you follow those steps and you don’t find the answer. A good plan helps you. It’s like a GPS that says “recalculating, recalculating!” If you have a written plan, if you’ve got a plan in place, when you get to that point it’s easy to just take a step back and look again. I call that my mull and ponder stage. I love to just sit and relax and rock and think through what’s my next option. A plan will help you decide what you’re going to do next.
In my years of experience, I’ll say, if it’s not there, then I’m going to look here, or I’m going to do this. I’m going to look for some alternates. That’s the real strength of a plan. I cannot imagine finding some of the great things that I’ve found without a plan. They don’t fall and hit you on the head.
You do not find new information by following the same old path. A plan helps you get to some new information.
Lisa: That’s a great point and a great note to end on. My friend, thank you so much for sharing your expertise.
One of the best and most popular software programs for genealogy is RootsMagic. Here to give us the latest on RootsMagic and RootsMagic. 8, which is the newest version, is the developer and the CEO of RootsMagic, Bruce Buzbee.
Genealogy Software versus Online Family Tree
Lisa: One of the questions I get a lot is how is having your genealogy on a software database, like RootsMagic, different or preferable to having just an online family tree?
Bruce: We get we get asked that a lot, why should I do this when I can keep my tree on Ancestry or FamilySearch, or MyHeritage?
No one can change your data
The biggest thing is having your data on your computer, on your own computer. That way you have complete control over it. You don’t have to be connected to the internet in order to access your data, and you don’t have to worry about somebody else coming in and changing your data. Some of the places you can put your data are global trees (where all users contribute to one shared tree). This means that other people can go in and change your information.
Control over your data without a subscription
Some of the online trees are not global, and you do have your own tree. But you have to pay per year to do that. And if you stop paying, all of a sudden, you’ve kind of lost some of that control over your over your data and linked records.
Backups
If you have your genealogy database on your own computer – the pictures, scanned documents, all of those things are on your computer – you can make backups of them, so they’re safe.
Protection from website changes
The other advantage to having it on your own computer is just the peace of mind that if that website has problems or goes down or something happens, you’ve still got your own copy. So, you don’t have to worry about that.
Reporting
Another advantage of having your data on your own computer is the fact that there are unique things you can do in a desktop program that there just isn’t the computational power to do on a website. Things like doing massive merges and generating large reports. Those are things that if your data is up on website, the only way you can get all of the data, for example, for your whole database in a report is to download all of that data into a report or have the website actually have the computational power to generate that report, and then send you that report over the internet. Both of those are very difficult to do, transporting that data back and forth or being able to generate enough computational power for each individual user. If you have thousands or millions of users you can’t, as a website, dedicate that much power to each one of those users. Whereas on your own personal computer, that computer is only working on your what you’re doing.
Lisa: That’s a great point. I mean, I’m a huge advocate of having what I call it my master family tree in my software on my computer for all the security reasons you mentioned.
You also talked about, which I think is so important, that ability to slice and dice and have so many layers of data that we can analyze. And I think the more ways we can look at our data the better so that we can learn more from it.
The Origins of RootsMagic
When did RootsMagic begin? I feel like it’s been out there forever.
Bruce: The actual RootsMagic program was released in 2003. I actually had written a program called Family Origins before that, which was kind of a predecessor to it. It was sold through another company. I did all the development and everything and they did the sales and marketing. That was release in about 1991. So, we went about 10 years as Family Origins, and probably about almost about 20 years as RootsMagic.
RootsMagic 8
Lisa: that’s amazing. And it’s gone through many different versions. Of course, the most recent release was RootsMagic. Eight. Tell us about that. When did that come out? And what are what are we getting now?
Bruce: RootsMagic 8 came out October 2021. In January 2021 we released a kind of public community preview. So, we did about 10 months of just letting users pound on it and complain about it and give us opinions – you should change this, this doesn’t work right, or I like this, or I don’t like that. We were able to use a lot of that information.
We released it in October 2021 and it’s by far our biggest update. It was a total rewrite. We basically started from scratch, because there were a lot of things in the earlier versions that could really bog you down. You’d go into the older versions of RootsMagic, and you’d be looking at a screen with people, and if you wanted to see your places you’d have to pop up another screen. If you wanted to see your sources, you’d have to pop up a separate screen to see your sources. And so, you had to go into these multiple levels of depth, screen after screen. to get to things. Then, when you were ready to get back to your people, you’d have to close each pop-up screen to get back. So that was one of the things that we really wanted to fix with version 8.
In version 8 one of the big things is kind of the overall workflow to doing things. Instead of always being on a person screen, and then hopping to sources, or hopping to places or hopping to tasks or hopping to something else, and then going into that, and then when you’re done backing out, and then to go to something else, you have to go back, what we did is we created multiple views in the program. So, there’s the person view. You can be looking at any person, and if you want to see the places, you just change your view to the place view. It’s not a separate pop-up window. You can switch to that view and switch right back. And you can switch from the person view to a place view, and then switch directly from that to source view, and then directly to a task view or the address view. You can switch between these views without having to always come back to that person view. So, it really speeds up getting things done.
Another great thing about these views is since they’re not a pop-up, whatever you’re looking at on that view stays on that view. So, if I’m looking at the places and I select a particular place, I see all the information about it. If I want to look at a source, I can switch to the sources. And when I switch back to that place view, I’m still working with the same place as I was before, I’m not having to go back into a place pop-up and then search for that place again to get back to where I was. It just it basically keeps in its’ memory a lot more things. You’re not having to search over and over for that same thing. When you’re on it, you’re on it.
Lisa: That makes a lot of sense. What you offer over an online tree is all of these different ways to look at our data.
Why Does RootsMagic Need Changing?
Is it that over the years with all the different updates those layers kind of accumulated and then it brings you to a place where it needs updating?
Bruce: Exactly!
And every time you come up with an update, we think ‘oh, we’re going to add this new feature.’ So, for example, in the past we added to do lists, and then we added research logs and then we added the ability to do more stuff with sources. Every time we added something it was like, ‘Oh, well, the best way to do that is to pop-up a new screen and put everything there.’ And every time you added a new feature, it just added another thing you had to, like going back and forth.
Now if we were to add a new type of feature, we don’t necessarily have to make a pop-up. We can create another view and make it always available so that you can switch in and out of it without losing your place within that view.
Lisa: So, it was a complete rewrite, and I know that it synchronizes with some of the online family trees websites. It had to have been an arduous process. You said that you went through months and months of user testing, which I think is fantastic. So many times, you look at a website, and you think they must never have run this past anybody who ever used it, because it doesn’t look like it runs the way a user would use it. How was that process for you? Was that a difficult decision to invest the time upfront, and have people wait until it can be launched the way you felt like it needed to be?
Bruce: We were still fixing bugs too. So, it wasn’t like we took a completely bug free program and asked users to try it out. They were finding bugs and reporting bugs, and they were also reporting this is overly complicated here to do. And so, there were places where we would tear something out and change it a little bit, or we would leave something the way it was working because we liked it.
Some of the users found it was harder than what they were used to. So, we went back and added functionality that was more similar to what they maybe were used to. Probably our biggest challenge even now is users that are coming from RootsMagic 6 or 7 that have been using it forever. All of a sudden 8 works different. It’s not the same, and they feel like ‘oh, this is harder to use’ when in reality, it really isn’t, it’s just different. We have new users that are coming over from other programs or from no program at all, and they overwhelmingly love the way it works. They love the way they can get around and switch to any view. They overwhelmingly love it.
It’s our own existing longtime users that seem to have the most issues with it, which is unfortunate. A lot of that is just because it doesn’t work the same as it used to. I’m the same way. I understand completely! For example, with my programming tool suite, if a new version of my programming tools come out, and they work quite a bit different than it was, I almost immediately hate it! But after I use it for a while, I’m like, ‘Okay, I guess I can see why they did this.’ But I had my I had my groove, and now my groove was disrupted. The hotkeys are not the same, for example. I used to be able to do all this, this, and this and something was done. Now it’s like, I have to do different alt keys, I have to click twice instead of hitting four Alt keys. And so, for them it feels like it takes longer, when in reality, there are fewer steps. It’s just not what somebody is used to.
Lisa: Right, change is always a little challenging!
Bruce: I understand it completely because I’m the same way.
Can RootsMagic Run on a Mac?
Lisa: Can we use this on a PC and a Mac?
Bruce: Yes. With version 8, we now have a native Mac version and a native Windows version. They both work exactly the same.
If you use one and then switch to the other, it looks exactly the same except it’s got little red, yellow and green dots instead of x’s. But yes, they have the same file format. They have the same set of commands.
Many times, you’ll have a software product that the Mac version and the Windows version are quite a bit different. That’s because they’re completely separate sets of code. You have one team developing Mac, and one team developing Windows. They look and work differently and maybe sometimes even have different file formats.
With this, they’re the same. They look and feel the same. The command structures are the same, the screens are the same, the file format is the same. In fact, when we sell the program, you get a key, and it’s good for both the Windows and the Mac version. So, if you have a Windows computer and a Mac computer, when you buy the program, you’re entitled to use both versions. You can install one on your Mac and one on your Windows computer.
Top Features of RootsMagic 8
Lisa: That’s terrific. So, we’ve talked about all the new great views, and that it works on both PC and Mac. That’s two great features. What’s your third favorite thing about the new program?
Bruce: Well, it’s a tie. It’s a tie between tasks, which are new, and our new report engine.
Reports
We rewrote our reporting engine. In the older version our reports were using a word processor control that we licensed. It had some limitations. It couldn’t create really large reports. And there was a bunch of things with it that we didn’t like, but we couldn’t fix because it was a third-party product.
When we switched to going both Windows and Mac, the product was only available for Windows, so we had to rewrite the report engine from scratch. It’s giving us a lot more flexibility to do things on reports in the future.
One of the things we can do in reports is instead of saving as a rich text file, we can save report as actual Word .docx files, an actual Word document. It comes into your word processor, whether it’s Word, or whether it’s Libre, or whatever you use. They can all read a .docx file. It’s a lot more structured. It’s not quite as rolling the dice that it will work as RTF as RTF was.
Tasks
Then with tasks, we kind of combined things in RootsMagic 7. We had to do lists. We had research logs, we had correspondence logs, we had all these things, which all were very similar. What we did is we kind of replaced those all with what we call tasks.
Tasks are super flexible. You just create a task, and that task in RootsMagic can link to almost anything. It can link to people, places, sources, citations, addresses, and media. What’s nice is, instead of having like a hardwired Research Log, where you go in and say I want to create a research log, and this is what it’s, and going in and manually adding items to that research, you can just create a task. You attach it to whatever people or families or events or sources or places you want. Then when it comes time to generate a report, you just say give me all the tasks that are attached to this group of people that are within 50 miles of this place. You end up with customized research logs. So, instead of having to create a fixed research log, and then adding individual items to it that only belong to that, you take these tasks that are attached to any number of things. Then you just tell it, give me a list of all the tasks for whatever criteria you want. The result is a completely customized Research Log, customized to do list, whatever you want to use it for.
That’s one of my favorites. It’s super flexible. It can be a little confusing to work with at the beginning. But once you kind of see what’s going on and the simplicity – that all you have to do is create a task and attach it to whatever you want – it’s great.
RootsMagic Help and Website Features
Lisa: Tell folks a little bit about the website. You guys have always been in the forefront of providing support and education for being able to use your program to its fullest capability.
Bruce: From the website, you can access, basically everything we have.
Help Chat
When you go to the website, down on the bottom corner, there’s a chat feature. You can chat with our tech support if you need help. They can answer questions and help you out.
RootsMagic Wiki
We also have a wiki. We’ve moved away from the online help of the past. You’ll find it on our website in the menu under Learn. It’s nice because it’s much better than help, for several reasons. One, we can keep it updated. With the old Help feature, if we change or add something, you don’t know about it unless we remember to update the Help file. Now, as soon as we add something, we can stick it on the wiki.
The other thing that’s nice about the wiki is that we can put videos and more graphics and links in there to other topics. Everything you could possibly want to know about how to use RootsMagic is there in the wiki.
Videos and YouTube Channel
We have tutorial videos and our YouTube channel. We have a bunch of YouTube videos on how to use the program.
Webinars
We also have the videos of webinars we’ve done. We’ve been slacking a little bit, the last few months, and we haven’t had a webinar recently. We need to get back on that. But all of the webinars that we’ve had, and we’ve recorded, they’re available up there to watch as well.
Online Community
We have an online community, a message board, that’s very active. We of course have a blog with articles on all kinds of help topics. And we have our email newsletter. That’s kind of where we notify people when there are updates or if there are things we need to contact them about. We do that mainly through our email newsletter. So, all of those things are available through the website.
New Website
We redid the website at the same time that we released RootsMagic 8. The old website was kind of clunky. It wasn’t mobile responsive. So, we redid it all.
User Groups
Oh, I guess we also have a list of user groups on our website, too. There are user groups all over the country, in fact they are worldwide. It also includes a list of people who want to start a user group. So, if somebody wants to start a user group in their area because there isn’t one, they can give us their name and contact information. We can put that up so people can connect easily and quickly.
Lisa: There is certainly a lot that’s new this year at RootsMagic. Bruce, thank you so much for stopping by. It’s been terrific talking with you!
Show Notes: Whether you want to visit the village where your ancestor was born on your next vacation, or you just want to find their records, you’ll need to know the exact place name and location. Professional genealogist Rich Venezia of Rich Roots Genealogy joins me in this video to help us pin down those ancestral places.
Ancestral Villages: Why near enough isn’t good enough.
Lisa: This is such an important topic; we’ve got to know where people came from to be able to track them down. I was just reading your article. It’s called Hometown Heroes, and the September / October issue of Family Tree Magazine. In it, you said something really interesting right off the bat, which was you said that “near enough isn’t good enough.” What are you trying to help people understand when you say that?
Rich: When we start with our research, we’re often starting with censuses especially, right? Those are often kind of the backbone of a lot of American research. And so, if people are moving around a lot, or if you aren’t exactly sure where they lived, because of the decennial census, you might be able to track them around and say, for example, they were living in California. Then you could figure out what they were first in Los Angeles, and then we went to San Francisco ,or whatever. But a lot of other countries, especially Western and Eastern European nations, don’t have similar types of these censuses, or at least not that are available to us. And so, if we only know, let’s say, the state where they’re from, or the province or region in a different country, it’s often really difficult to figure out where the records are, because a lot of times the records are going to be held at a really local level. So, unless you know that exact town or village, more often than not, you’re going to have a lot of difficulty getting any records and moving your research further back in the old country, because you really need to pinpoint that exact location.
Lisa: That’s a great point. Sometimes a record says, Warsaw, but they weren’t really in Warsaw, they were just really close by. Is that fairly common?
Rich: Yeah, precisely. My parents, I got to tell them that we know the exact Italian villages where their grandparents were all from. They always said Naples, right, or they heard Naples as part of their family story, but none of them are from Naples. They’re all from 45 minutes or an hour and a half outside of Naples. But I think that happens pretty frequently in the type of research that we’re doing.
Even today, when you meet people around the world or across the country, they’ll probably won’t often say the suburb of New York or Philly or DC, where they’re from. They will usually just say the city that’s close by. So, I think that kind of pervades today. Remember that when you see big cities listed on a death record or something like that, you might need to dig a little further to ascertain whether it was indeed that city or if it’s someplace that’s close by.
16 Records that can help you find your ancestor’s village
#1 Ship Manifests
Lisa: In the article, you give 16 sources that we can turn to, to try to pin this all down. Let’s start with number one, which I think is excellent, which is ship manifest.
Rich: Ship manifests are a great way to start when we’re looking for our ancestors who came over voluntarily and were interested in finding a better life for their family.
The problem with manifests is that they weren’t really used to regulate immigrants because of the laws in the United States until around the late 1800s. And so, because of that, there’s not always great detail on them. So, if you’re like me, and you have a lot of 20th century immigrant ancestors’ manifests, and they can often give you most all of the information that you need. But if you’re researching earlier ancestors, you might very well never find a manifest because there wasn’t one created, or the manifest is only going to give you a country of origin as opposed to any place more specific.
#2 Naturalization Records
Lisa: Number two is naturalization records. I love these. I just think they’re an amazing resource. Tell folks about what these are and what they might have for us.
Rich: Naturalization records are often kind of the next steppingstone when we’re researching immigrant ancestors. They relate to the process to become a US citizen, which was never a requirement, so you may find them for immigrant ancestors, but you may not.
Again, starting in the 20th century, we see really helpful information on these records, we generally get exact places of birthplace of last residence, which certainly isn’t always the same information, ship of arrival, and lots of other great details. But because of kind of the lack of regulation of these, or lack of federalization of these records, the forms weren’t standardized prior to the early 1900s. And as such, again, we run into this situation where every now and again, you’ll find a record from the 1850s that is super helpful and gives an exact place of origin and lots of other great genealogical details. But most pre-1906, naturalization records aren’t generally going to give you that exact location of origin that you really need to go across the pond.
Lisa: Sounds like we have to do a lot of collecting of all the different records. You never know which one’s going to have it. I know, in the case of my great grandparents, that was the only document that mentioned this little village of Kotten in East Prussia. Everything else was much more generic, and kind of the general area. So, you never know.
#3 Vital Records
Lisa: Number three is vital records. Birth marriage and death, right?
Rich: Right. These are a great way to, again, collect a lot of documentation and see maybe where, if you’ve got 10, or 15, or 20, to order, only one or two of them might have the precise information that you’re looking for. But if you’re researching a family that came over at different times, if you’ve got uncles and aunts and cousins, you want to get all of those records, because it might only wind up being the last nephew’s death record that lists the place of origin of his parents. And it sounds crazy, but I’ve seen it before, where you gather together all of this documentation, and if there’s 30 possible records to get, it’s the last one that has what you need. But that makes it really important not to skip out on all the records because it could be the only thing that mentions it, especially sometimes for earlier immigrants.
#4 Marriage Licenses
Lisa: Number four is marriage licenses and, and marriage records, which typically are somewhat older than some of the other available vital records, correct?
Rich: Yeah. I do very little colonial research, but I do know, there’s often colonial marriage bonds that people might be able to find. But also, in a lot of places, like in Pennsylvania, where I live, for instance, the marriage licenses in the county start in 1885. But the births and deaths for the state don’t start until 1906. So, you do often find that marriage records or marriage licenses might wind up predating some of the vital records.
In some cases, like for New York City, for instance, you may have the opportunity to get two or more different records related to the same event. There might have been an application for a marriage license, and then a marriage license or a marriage certificate or marriage return. And a lot of times, they’re not necessarily filed together. You might need to go digging around and looking to see if there are other records.
For instance, in New York City, they have a second set of marriage records. They have marriage licenses that people have to fill out prior to getting married, and the marriage certificate. And so between, I think it’s 1908 and 1937, there’s the secondary document that you definitely have to get because it asked for birthplace. It also asked for parents’ birthplace, and that information is not listed on the certificate. So, if you just stop with a certificate, you might be missing some great additional information.
Lisa: Hmm, reading between the lines, I’m really hearing you saying we’ve got to research the jurisdiction to know what they have, and what kind of records are created in their process because that varies a lot.
Rich: In Pennsylvania, we started marriage record keeping in the counties in 1835. And actually, for the first six years, there was a second copy that went to the state. So, if you happen to have people married in this small timeframe, you’ve got a county record. That’s the county record that was sent to the state which should be identical but might not be.
There’s also the potential for the religious record, right. And in some places they had city marriage returns as well, so there might be a possibility to find three or four or even five different records that all document the same event, but because the records are kept by different people, for different reasons, there might be a lot more information on some than on others.
Lisa: Every record has possibility. I love it!
#5 Church Records
Lisa: Church records can go much older too, right?
Rich: Right. Absolutely. And that’s especially for folks researching ancestors who were Catholic. The Catholics were, and are, notorious record keepers. And they’re often very interested in figuring out or noting down, where the parties had been baptized to make sure that people getting married were Catholic, or the people that were baptizing their children were Catholic.
We’ve also got great records that go quite far back like the Quakers. There’s the Friends records, many of which have been digitized by Ancestry. And of course, there are other religions that have their own records, many of which may have not yet been digitized, but which could certainly include the same type of information about origin or place of residents, place of baptisms, something like that. So, it’s always a good idea to make sure to look for those types of records as well.
#6 Draft Registration Cards
Lisa: For number six we go a new direction toward military records: World War One and World War Two draft registrations. This might be new to some people/ Tell us about these.
Rich: Sure. These are records that are generally relatively easily findable on the big websites, Ancestry, FamilySearch, Findmypast, MyHeritage, etc.
Oftentimes, they did ask for a place of birth. And so most immigrants who were here in the early to mid-1900s, that were born sometime from about the mid-1870s forward, should end up in these records, but that doesn’t mean that they served in the military. But if they were a man of draft age, they would have needed to fill one of these out.
Again, we run into this issue of the more recent, usually the more records are available. But in this case, it’s great, because you’re not just looking for people that wound up becoming citizens, you’re not just looking for people that may have been Catholic or whatever. All men that would have been between these certain ages on these dates, would or should have filled out these records. And so, these records may indeed, specify that exact location of origin.
#7 Military Serve and Pension Records
Lisa: Yes, they are one of the most comprehensive collections available. it really does cover everybody, which is terrific. But if they did serve, for number seven you have military service and pension records.
Rich: These are one of kind of the first ports of call that I would want to look into for an earlier immigrant ancestor.
We have pension records back to the Revolutionary War, and they move forward. The War of 1812, of course, was the big preserve the pensions project a few years ago, and they go up to the Civil War, and even a bit later, to the Spanish American War.
Folks whose immigrant ancestors served in the military, even if they came over 250 years ago, their pension records or their military service records could be really helpful. A lot of times, there’s things like affidavits that say, my name is John Smith, but I was born on this date, and this place, or it might even just say, the county in Ireland, for instance, or England. But even still, that’s obviously much more helpful than just Ireland or England.
There’s sometimes things like copies of family Bible records, or marriage records, because you have to remember that when we’re talking about pension records, we’re oftentimes talking about other people that would have been affected. So, if the ancestor died in the war, or shortly thereafter, their widow or their minor children could have been eligible for this pension. And so of course, they would need to prove the relationship. So, if the marriage occurred back in the old country, or something like that, there might be copies of these records, affidavits, some type of testimony that provides that which could all lead us to clues about that immigrants’ origins.
Lisa: Yes, it’s a record collection that could lead to many different kinds of records.
#8 Employment Records
Lisa: Number eight might be a little bit rarer, but gosh, if it exists, it would be well worth going after: employment records.
Rich: Yeah, these records sets definitely require a bit more advanced research. You definitely first need to figure out where your ancestor worked. But also, a lot of times, you need to do a lot of digging to determine where the records are, if they even exist, right? A lot of times we’re talking in archives, you’ve got to get boots on the ground, you’ve got to get your hands dirty with old records. But there are some really excellent employment records, some of which have been digitized. But we’re talking very few of these records have had been put online. Some railroad records have been, and so some of those have been put on some of the big websites. But a lot of times, we’ve got to figure out where the company was headquartered. Is it headquartered in a different place now than it was 100 years ago? Where might these records be, and also what type of records might exist.
There are some great repositories. The Historical Society of Pennsylvania, the Heinz History Center, in Pittsburgh, for instance, has a great selection of employment records for Pittsburgh based companies, Alcoa, Heinz, Westinghouse. If your ancestor happened to go to work at one of these places, these records have now been put in an archive. They’re much more accessible than if the archive still remains with the company which may be much more difficult to get your hands on.
You may find things like applications for employment, or even just information about employees. There could be information about place of origin, there might be newspaper, there might be periodicals, a lot of companies did newsletters. And so there might also be things about somebody that passed away, which can elicit information, or new hires, for instance. There’s all sorts of possibilities.
This is definitely not the type of thing that you search it, and you find it easily. These are often hard-won victories, but they can be some really great, really interesting records. And oftentimes, well, sometimes, they may include a photograph as well, which can be really special.
Lisa: I agree with you, they do pose more of a challenge. They are kind of a good back pocket item when nothing else is panning out. And I have to say, I had a grandfather and a great grandfather who worked for the railroad. I was amazed to see the Railroad Retirement Board records available through the Atlanta National Archives. I mean, it was well worth it!
#9 Social Security Applications
Lisa: Well, gosh, well, silly me! I forgot to ask rich about item number nine, and that record group is social security applications. In his article, he says, “Social Security began in the mid-1930s, and most everyone who was alive and eligible applied throughout the following decades. Social security applications known as the SS-5s, asked for both a place of birth (albeit, often just to country of birth) and parents’ names. The SS-5s are available for a fee through a Freedom of Information Act request to the Social Security Administration.
#10 Alien Registrations
Lisa: Next we have alien registrations. I haven’t done much research in this area. Tell us about this.
Rich: Alien registrations weren’t really very regulated until the latter part of the 1800s, early part of the 1900s. Prior to that point, there are only a handful of times where there might be some instances of alien registration. But we do see some during the Alien and Sedition Acts shortly after the country was formed in the late 1700s. Unfortunately, most of the alien registrations from that timeframe were destroyed.
There was a period of time where, if you were naturalizing, you had to provide a copy of that alien registration. There is a 12-year period in the 1800s where naturalization records will contain a copy of an alien registration and they can contain information about exact location when they arrived. All the members of the family, the minor children, what have you, and that’s just not what we often find on these early naturalization Records.
There are some instances where earlier you’ll find some alien registrations available. And then once we get to the 20th century, of course, we have many more available during World War One and World War Two. There were enemy aliens who had to register, there was a nationwide alien registration in 1940. There’s a couple of statewide alien registrations in Maine, Minnesota and North Carolina. So those records are also available.
Alien registrations are a bit more difficult to research and wrap your head around, because it really depends upon the location of where they were living. You have to determine if there was some type of alien registration happening at that time.
The only really comprehensive registration, in terms of alien registrations, would be the one that occurred right before World War Two in 1940 and continued on to 1944. If you do have ancestors that were 19th or 20th century immigrants, if they’re an alien and in the 1940 census, that’s a really good indicator that they should have an alien registration form.
Alien Registration records are currently only available through the USCIS genealogy program. It’s quite a hefty fee to order a record, but the hope is that eventually they’ll make their way to the National Archives. We don’t know when that will happen.
I have heard some instances where folks who emigrated in the 1860s, 1870s, that were old men, but had never naturalized, were found in this 1940 alien registration form, and it is the only American document that tells a location of origin. So, it’s really important and might very well be worth the money to make that request if you would expect them to show up in those records based upon their alien status in 1940. And if you’ve exhausted a lot of the other possibilities of places to look for their place of origin.
#11 County Histories
Lisa: Number 11 is one of my favorites, and I think probably one that I’ve had a lot of success with, perhaps you have as well, and that is county histories. Thankfully, those are much more readily available than alien registrations.
Rich: The great thing about county histories as you well know, was this big push at the centenary of the country to document the histories of the counties and the United States and the people who lived in them. And so, we will often again, see much earlier immigrant ancestors in these books. Even people that had had long since been deceased, because their children or grandchildren were noting how they were the founders of the county or what have you.
County histories are sometimes giving a mini biography of an immigrant. Whether it’s someone who’s alive, or has since deceased, it will often say, at least what part of their country of origin they came from. So, those can be really helpful in providing some of those details, as well as information about how long they’ve lived in the county, what they did, how they got to the county. There’s sometimes some really interesting stories in there, and sometimes photos as well. So, county histories are definitely a great option for folks whose immigrant ancestors were 18th and 19th century arrivals as opposed to more recent arrivals.
#12 Newspapers
Lisa: And that leads right into number 12, which is newspapers. As I hear you talk about the stories we read in county histories, I think newspapers would be a great place to go and look for another take on those stories. Right?
Rich: Yeah, absolutely!
When we think of newspapers, we usually think of obituaries, which might list a place of origin. But of course, there’s all sorts of other things that might be listed.
If people were named as the executor in the will of their parents or sibling that was left back overseas, that might be listed in the paper, because there might have been some requirement about a legal notice about that. Or you might find steamship arrivals specifying so and so are coming to join Mr. And Mrs. Smith of this city. And they might even specify where they’re coming from more precisely than just that they arrived on the steamship. So, there’s a lot of great opportunities in newspapers.
And of course, more and more are getting digitized. A lot of states have their own digital newspapers, projects. And there’s some outside the box possibilities as well like ethnic newspapers, like religious newspapers, or company newspapers, or periodicals.
There arew all sorts of places that you might be able to find some really interesting newspapers about your ancestors, whether they tell you place of origin or not. Newspapers were great gossip rags, right? So, you can find some really interesting stuff in there about who’s fighting with who or, who’s playing at the church baseball game that weekend, or whatever. There’s all sorts of fun stuff that can be found in there.
Lisa: Yeah, I’ve even seen articles where they’re talking about folks gathering, I think it was at a Catholic church, and they were saying they all knew each other back in County Mayo, you know. It wasn’t the point of the article, but they mentioned it.
Rich: You never know when those types of little things are going to come up. I just can’t over overstate their importance. They can have so much utility. And, as more time goes on, more and more are being digitized. So, you know, if you were on the big newspaper websites a while back, look, again, in six months, look again in 18 months, because there’s just so many resources that are being added. And, and so many small towns, they have their own little weekly newspaper or whatever. And those are really where you want to go if your ancestors live somewhere rural. That’s where you’re going to find the really interesting articles, and also the articles that might be more detailed, which could give you things like place of origin or other genealogical details that you’re missing.
Lisa: Yeah, that is excellent advice about going back and revisiting. In fact, some of the websites even now have a way to alert yourself. They’ll message you if they upload something that matches something you searched in the past. I keep finding new things that weren’t there two years ago.
Lisa: Okay, we’ve covered so many great resources. And we’ve got four left and you never know which one is going to be the goldmine. Tell us about #13, cemetery records. Tombstones?
Rich: We think of tombstones as the first place to look. I’ll often find, especially with Irish immigrants, their descendants love to place on the tombstones where their families were originally from.
There could be other records as well in the cemetery. They might be dusty books in the basement. You might have to ask real nicely or bring some chocolate or send a check to get access to them. But you never know what type of information you’re going to find in there. And even if it doesn’t give you the exact location of origin, it might be helpful to help you determine family relationships.
If you now have more people to research, and you know that they’re all related, there may be some records that relate to the other people that are in the plot that can give you the type of information that you’re looking for. So of course, we want to start with tombstones.
There could certainly be records at the cemetery office as well. Sometimes records have been digitized, so check with the local genealogical or historical society. We could be talking about a ton of other records that might possibly be available for your cemetery of interest as well.
Lisa: Great point, so many different options there.
#14 Probate Files
Lisa: Speaking of death, #14 is probate files in court records.
Rich: A lot of the earlier probate files pre 1900s for most counties in the United States have been digitized. They’re relatively well indexed.0
When we think about probate files, it often isn’t going to say this person born in this place died on this day. But there might be, perhaps lands that they had a share of back in the old country. Or it could be that, along the way, maybe they came from Europe through Canada, and they had some property in Canada, which could be a helpful piece of information for you to have.
It also might be that if they were a single person or had no family, it could be that the people that needed to be notified were back in the old country. So, you sometimes will find copies of correspondence sent through the consulate back in the old country, notifying the brother that they needed to provide X information if they had a share in this, and how is it going to be handled. And so, both in US consular records that you find at the National Archives or College Park, but also in probate files that I’ve just seen in different county courthouses, you’ll sometimes see these affidavits in other languages noting siblings or other people that needed to somehow be involved in the process.
Now, of course, there are not going to be many or even a lot of these files, but you never know. So, you definitely want to look. And this is, again, where we employ the FAN principle where, if it’s one of five brothers, you’ve got to look at all the siblings.
Lisa: That’s the good news about a location. Siblings may not share the same birth date, but they might all share the same birth location. So, it gives us more people to work on.
#15 Fraternal Organization Records
Lisa: #15 is fraternal organization records. And there’s a lot of different fraternal organizations, aren’t there?
Rich: Yes. Oftentimes, you’ll find these types of records in archives. Very few of these have made their way online. There’s a couple of really good resources available on Ancestry. For instance, they’ve got the Massachusetts Masons, they’ve got the Order Sons of Italy and America for a couple of different states, though, not all of the states. And there’s a handful of other ones that have made their way online.
However, with a lot of these types of records, we’re going to be again, looking for in regional archives and regional repositories. The Historical Society of Pennsylvania has tons of these types of records from all over the country, not just from Pennsylvania. And I’m lucky enough that it’s just around the corner from me so I can go hop over and do some research there anytime. But that’s because they subsumed the collections of the Balch Institute for ethnic studies, which was at Temple University. And so, they have all of these types of ethnic-related fraternal organization records that had been housed at the Balch. Those records made their way over to HSP. And so, there’s a couple of different archives like this around the country. There’s also the Immigrant HistoryResearch Center and Archive at the University of Minnesota. They’ve got tons of fraternal organizational records from all over the country.
Again, this is not beginner research. It’s not necessarily easy research. You first have got to figure out if your ancestor was a member of an organization. Look at obituaries, things like that, to see. If so, where are the records, and are the records for the different lodges in different places. You might need to do quite a bit of calling around to figure that out.
Lisa: You’ve been leading us through some of the low-hanging fruit some of the tougher to get records, and so many of them kind of dovetail into each other and help us lead through a path from one record to the next until we get to the one that has it.
#16 Neighbors
Lisa: This all leads us to your final item here in your article. Number 16 is Neighbors. I don’t think you’re saying I need to go next door, right?!
Rich: You never know, maybe your neighbors can be helpful! Maybe they’re also a genealogist. Maybe they’re a long-lost cousin who knows. Funny story: a few years ago, before I became a genealogist I wound up working with a distant cousin of mine and she was my desk neighbor. So, it could be that your neighbors have what you need! (laughs)
What I’m talking about is the fact that, since the beginning of the country, America has been populated by chain migration. One individual comes from a small town or village, they write back home, their brother comes, then their parents come, then the cousins come and other people from the village come It’s been that way since the 1600s and continues to be that way today because of the need for community, and also people that speak your language. It helps with the ability to find a job more easily, what have you.
You’ll find people that are coming from the same village living in the same neighborhood are oftentimes in the same apartment building. If you’re researching your family, and you have looked at all the documents, and you’ve done all the things, and you can’t figure it out, but they’re living at an address like my Italian grandpa’s at 500, Adams Street in Hoboken, you may find that everybody who lived there was from the same village, or at least from the same area.
When they came to the US, they lived in the same place that allowed them to get jobs more easily, connect with employment opportunities, connect with religious organizations. And so, you also want to look at the people that they’re living with. Who are the people in their apartment block? Who are the people that live next door? Who are the people that are witnessing their deeds that are the executing their wills? Who are the witnesses to their marriage. All these kinds of things could be really helpful.
Of course, that increases the amount of research you have to do 100-fold. But if what you’re really looking for is to figure out exactly location of origin in the old country, and especially if we’re talking earlier immigrants, it can be worth it. It was the same in the 1920s, as it was in the in the 1780s.
You definitely want to branch out and research the folks that your immigrant ancestors surrounded themselves with, whether it’s physical neighbors, or people that continually show up on their documents, as informants as witnesses, as co-signers, as bond guarantors, all of those kinds of things, because those people could very well have come from the same place.
Lisa: Well, when we’re looking at a census record for example and we see Italy, Italy, Italy, listed and they’re all in apartments, then we just grab your article, and we run them through the 16 record sources again, and see if we can at least find an origin for them, which then would at least give us a clue of a place to look.
These are all terrific ideas, and I really recommend that everybody get the Family Tree Magazine September / October 2022 issue and check out your Hometown Heroes article. Thank you so much for helping us today, Rich.
Rich: Thanks for having me. I always appreciate the opportunity to talk to you and to write for Family Tree Magazine. I hope that y’all got some good ideas and I wish you the best of luck in in figuring out where your folks were from and maybe eventually getting to go visit as well.
Lisa: Oh, yes, that’d be even better, wouldn’t it? Thank you so much.
SHOW NOTES: Weave more family history into your holidays and get the whole family involved in capturing stories and finding joy in genealogy. Here are 5 ideas that will enrich your family gatherings.
#1 Stimulate conversation about family history during gatherings.
Christmas wreath
Watch the 4-part series Family History Christmas Wreath, part of the Family History Craft and Displays YouTube playlist. It’s an old video series but you’ll get the step-by-step instructions you need to create a family history Christmas wreath.
Google search: Search for Sears Wish Book 1960…1970 (substitute the desired years)
Yearbooks & Photos
Look up high school photos in old yearbooks online. Screencast your phone to your TV screen so everyone can join in the fun. Here are two great sources for yearbooks: