Provenance: The Story Behind Your Genealogy Records

Elevenses with Lisa Episode 37 Show Notes

There’s a very important story behind each one of your genealogy records. In this video and article we discuss why it’s critically important to understand the provenance of each record. We also talk about specific things to look for as you analyze their meaning. Great genealogy research requires a great understanding of the story behind your genealogy records! Keep reading for the show notes that accompany this video.

The story behind your records includes many important areas to be considered:

  • Provenance / History
  • The reason for the record
  • Information source (primary vs. secondary)
  • Motivating factors of the informants

Let’s take a look at each of these.

Provenance

In the art world,  knowing the provenance of a piece is crucial to understanding its value.

Provenance looks at an object’s origins, history, and ownership. Investigating and analyzing the provenance of a piece can shed light on:

  • whether the piece is authentic,
  • whether it truly was created by the attributed artist in the stated timeframe,
  • What the value of the item might be.
provenance definition

Elevenses with Lisa Episode 37

The principle of provenance is true for genealogical sources, too.

The Story Behind the Records

Provenance is important because it helps us determine how much weight to give the information provided by the genealogical record.

We need to ask When and where was the record created? We are looking for:

  • Records created closest to the time of an event
  • Documents created in places associated with your relatives
  • Documents created by people who knew them or were authorities

Review the Record’s Source Information

It’s important to take the time to review the available source citation information for each record we use. Fortunately, many genealogy websites that provide access to the records of our ancestors also provide critical background information about that record. This can help us find the answers to our questions and help us evaluate how much credence to give the information.

Ancestry Record Source Information

Scroll down and click through to get the rest of the record’s story.

Sometimes it just takes a little digging to uncover the backstory on a record. For example, the census enumerators received detailed written instructions before being sent out into our ancestors’  neighborhoods to collect data. You can review digitized copies (or transcriptions) of those instructions at the United States Census Bureau website for all years of the decennial census except 1800 through 1840.

Enumerator Census Instructions

1860 Census Enumerator Instructions

Finding Aids

Whether you’re researching at home or in an archive, look for or ask for the finding aid or reference guide for the collection you are using.  

A finding aid may include the following sections:

  • provenance
  • how the materials were used
  • contents / physical characteristics
  • restrictions on use
  • scope and contents note, summary and evaluation
  • box or file list

Learn more about Finding Aids in Elevenses with Lisa episode 31 featuring the Allen County Public Library Genealogy Center. It includes a discussion of finding aids.

Genealogy Gems Premium subscribers: Learn more from a professional archivist about using finding aids in Premium Podcast episode #149. (Membership required. Learn more here.)

The same holds true for objects that are passed down through the family, whether it be a family Bible or a transcript of a reminiscence you find online.

Resource: Elevenses with Lisa episode 29.

Records as a Whole

Whenever possible, consider a source as a whole. It’s tempting to want to zero in on the paragraphs or photos that interest you most, but you may miss out on important information that changes what this source has to tell you.  For example, the specific placement of a photo in an album can be as significant as the printed photographic image. A photo’s position can indicate the relationship of the people in the photo to others on the same page, or the timeline of events.

Does the record appear complete?

Take note if any part of the source appears to be missing or illegible, especially if it appears that some of it has been deliberately removed, erased, or crossed out.

You may be able to make more sense of the partial information—or take a guess at why it was removed—as you learn more about the family. There may be a perfectly innocent reason for the change. But you may also be seeing evidence that someone who wanted to erase unpleasant memories or conceal a scandal.

Where has the item been over the years?

Where the source has been kept over time and who possessed it is an important part of provenance. Try as best you can to reconstruct and document the chain of custody of the item.

Resource: Heirloom Tracking Template
My Heirloom tracking page helps you document the complete story behind your precious family heirlooms. Premium Members can download the template from Elevenses with Lisa episode 6

Is the record the original?

Whenever possible, consult the original version of a genealogical record. Indexes, typed-up copies, or abstracts may not be as complete or accurate. Remember, handwritten or typed copies of older originals may have been made in the days before photocopying technology.

The Story Behind the Document: Motivating Factors

Another important question to ask about a record is Why was the record created? Understanding the motivation of the person, organization or governmental agency creating the document can help you anticipate their possible bias. It can also provide clues regarding information that you would expect or hope to find, but don’t. While the information may seem important, it may not have fallen within the scope of the original intent. Therefore, you may need to look for additional records that can help fill in the gaps.

Tax lists provide an excellent example of why we need to understand the motives and scope of the records we use. When reviewing a tax list, we need to determine if the government was taxing real or personal property and if it was including every head of household or just adult males.

Why was the information provided?

The original purpose of a source is highly relevant to how much faith you put in its contents. Here are a few examples of why the information provided might not be totally accurate:

  • A woman might have altered her testimony in divorce proceedings in an effort to minimize damage to her own reputation and future.
  • Newspaper articles may be filled with a variety of biases by the author, publisher, or those being interviewed.
  • A man may have lied about his age or citizenship on a draft card, either to avoid military service or in order to be included despite being underage.

Comparing the record with similar records can help reveal where the truth lies.

Who was the informant?

The information on a record is the person who supplied the information. Sometimes this is the same person who created the record, such as the writer of a diary. In the case of a U.S. census, the informant is the person in a household who told the census enumerator about the people who lived there. In many cases, it’s impossible to know who the informant was. Thankfully in 1940, census enumerators were instructed to mark the informant with a circled “X,” as shown in these two households. This is just another example of the value of doing 

Reliability of Informants

A source may have multiple informants. Each may have had unique knowledge of the situation. For example, on a death certificate a relative may provide the personal information while a physician provides the death-related information.

If the informant shares the deceased’s last name they:

  • likely are a relative
  • likely had first-hand knowledge of the deceased’s marital status, spouse’s name, and occupation.
  • (if father or brother) likely have provided primary information relating to the deceased’s birth, and parents’ names.

Even when a relative is close, we need to stop and think about whether they knew the information because they experienced it first-hand or were told about it. For example, if the informant was the deceased’s father, the  information about the deceased’s mother (his wife) such as birthplace would actually be secondary since he presumably wasn’t present when she was born! And that leads us to understanding the difference between primary and secondary sources and information.

Primary & Secondary Information

Historical evidence can either be considered primary or secondary information. Genealogical scholar Thomas W. Jones defines these terms in his book, Mastering Genealogical Proof:

  • “Primary information is that reported by an eyewitness. Primary information often was recorded soon after the event, but it may be reported or recorded years or decades later.
  • Secondary information is reported by someone who obtained it from someone else. It is hearsay.”

Interestingly, the same document can include both primary and secondary information. It helps to think in terms of primary and secondary information instead of striving to designate the source document as primary and secondary. 

How do all these clues add up?

It’s clear that as genealogists our goal is not only to evaluate each family history source, but also each piece of information it provides. Asking the right questions helps us ultimately answer the all-important question: how much do you trust what this record is telling you?

Answers to Live Chat Questions 

One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.

From Debra L.: Is the book (A Cup of Christmas Tea) good to give to 12 year old tea lover?
From Lisa: It has a wonderful message for any age of caring for others in the family, especially older relatives. (It’s not really about the tea 😊)

From Mary P.: As custodian of my parents’ life memorabilia I need help with the 5ish address books. Can you suggest an attack plan to glean information, what to store/record\research online etc. ? I’m overwhelmed.
From Lisa: It’s really a matter of how much time you have. I would lean toward transcribing them into Excel spreadsheets that can then be searched and sorted, including a column to indicate the relationship (friend, co-worker, relative, etc.) Store the books in an archival-safe box like this one.

From Mary P.: ​I’m back, can you help with this project? My grandfather built two houses in Garwood, NJ about 1920. I’d like to find information on their construction and owners/renters over time.
From Lisa: Elevenses with Lisa episode 20 & episode 28 have everything you need!

Elevenses with Lisa Archive

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Let us know if you found this video and article helpful. And if you have any questions, don’t hesitate to ask. We’re here to help!

One-Step Tools for the 1950 Census with Steve Morse

One-Step Webpages by Steve Morse helps genealogists find relatives faster in the U.S. federal census. Steve Morse explains how to use his one-step tools for the 1950 census.

Show Notes

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The 1950 US federal census is going to be released on April 1 of 2022. And getting the records fully indexed, and therefore searchable is going to take a little bit of time.

If you’re anxious to get digging into the records, you’re going to need to know a couple of things like where your ancestors lived. You’ll also find the enumeration district, or what’s called the ED number.

Thankfully, Steve Morris has developed a terrific free online tool at his One-Step Webpages website that can help you find those ED numbers.

00:54
Lisa: Wow, it’s a really big year for you! I imagine it is every 10 years or so when a new census record comes out, right?

01:03
Steve: Well, yes, we’re doing what we can to get ready (for the release of the 1950 U.S. Federal Census.) I’m trying to get the interfaces to tie into the actual census pages when they come online. So that’s been a big activity right now.

01:17
Lisa: Let’s talk about that. I want to talk about the website and how people can use it. And of course, I’d love to know even more about you. First of all, why do you call it One-Step Webpages?

The History of One-Step Webpages

01:33
Steve: That goes back to the origins of the site back in 2001.

The first major tool that I put up on the site was (designed for) researching the Ellis Island database. That database had just come online at that time. I was anxious to use it because there was some real answers that I had not been able to find up until then.

But when I got into it, I realized it was very difficult to use. And I saw that I could do everything they were doing in one step many steps on their website. So, without giving it too much thought, I put up my own tool, which was called Searching the Ellis Island Database in One-Step. I didn’t realize that by choosing that name, I become branded. All tools hereafter have that One-Step name now, and it became known as the One-Step website.

If I realized the significance of that choice of name, I might have gone with my second choice which was Searching the Ellis Island Database with Fewer Tears. And in which case, we would now have the Fewer Tears website! But we have the one we’re stuck with, the One Step website.

02:37
Lisa: Well, I’d say the One-Step site certainly does mean fewer tears, that’s for sure! I remember when you first launched it, I use it to find my great grandmother’s passenger list. Using your site I found that she was listed twice in 1910. The first time was in first class, and then also in second class. I have a feeling they found her in first class and moved her down to second class! But really, I found it because of your site and not the Ellis Island site. So, thank you.

And now of course, you’ve been creating One-Step tools for census records. I’d love to have you give us an overview of those tools. Tell us a bit about what’s on the website. And how can it help genealogists accomplish their goals?

Genealogy Tools at One-Step Webpages

03:24
Steve: Well, it’s whatever strikes my fancy!

I got started with Ellis Island passenger lists records because I was trying to find a particular relative, my wife’s great grandfather. A year later, the website was used quite a bit, and the census was coming out. I got notified by a fellow that I worked with that he was working on the 1930 census. He was he was a volunteer at the National Archives, and he realized that people were going to be coming into find their records, and he wasn’t going to be able to help them. The census was not indexed. It had to be accessed by enumeration district. And these Eds were not easy to obtain.

I realized that would be a fun thing to get into. So instead of being known as a one trick pony – you know, I had the Ellis Island stuff – what if I could do two things? Maybe the site would be a little more important. So, I got involved with the census work then.

Through this fellow that contacted me who I’d worked with, he found Joel Weintraub. So, then the three of us started working on this together.

There are other sections as well. Again, it’s whatever strikes my fancy. I have the vital records section. I have a section for creating your own One-Step search application. I have things that have nothing to do with genealogy at all. They’re all on the website.

So, over all there are 300 tools. I tell people just go through them and see which ones strike your fancy and use them. I know nobody’s going to like all 300 tools, that’s impossible. But hopefully each person will like a certain subset of them. And all those subsets together will be the entire website.

05:12
Lisa: Wow, I didn’t realize there were 300 tools on the website. That’s amazing!

About Steve Morse of One-Step Webpages

So, what’s your background? Are you a computer programmer? Do you do all the programming for the website?

05:26
Steve: Well, I have a PhD in electrical engineering, specializing in computer science. It was not computer science in those days. So, I been in the field ever since – my entire career. I’ve done research, development, consulting, writing, so forth.

The 1950 US Census Project at One-Step Webpages

05:42
Lisa: The 1950 census is just about here. When did you first start working on that?

05:48
Steve: Well, we finished the 1940 census in 2012. When the 1940 census went online, it was about a year later that we first started putting out the call for volunteers. By 2013, we started fetching volunteers to do the work for the 1950 census.

It involved looking at the various cities that we were going to support. We needed to have a list of all the streets in that city, and the EDS that each street pass through. And we did that by looking at the ED maps and using other tools as well.

Working with Joel Weintraub, we’ve had our team about 60 volunteers over the years. They weren’t all working at once, but in total, we had about 60 volunteers.

We set our sights a little higher for 1950 than for preceding years. I forget what the criteria was. But for 1950 we wanted to get every rural area that had a population of more than 5000. And we have succeeded in doing that.

So, we have all those cities index on the One-Step website. You can search any of those cities, by streets. Giving the streets and cross streets, you can get down to the enumeration district.

07:05
Lisa: Oh, that is fantastic!

You know, I just did a video (How to Find Old Rural Addresses on a Map)  where we talked about how to take these rural addresses and using your tools, trying to help people figure out where their rural ancestors once lived.

I didn’t realize that there were so many people involved in creating the website. Is the National Archives pretty cooperative and kind of helping you gain access ahead of time?

07:36
Steve: No, we don’t have any access to the National Archives. We’ve had some questions from them. They’ve been very tight-lipped with the 1950 census. They’re keeping it very secret. Of course, the census pages are secretive, but even getting information as to how the census is organized or what have you. We’ve not been able to get much information out of them. We had a lot of cooperation with the 1940 census, but not so much with the census.

08:01
Lisa: Okay, interesting.

How to Find Enumeration District (ED) Numbers in One-Step

Well, we’ve talked a lot here on the Genealogy Gems channel about enumeration districts, or Eds, and the ED maps. But I would love to hear it from the one step man himself, how do we go about finding ED numbers?

08:20
Steve: I have a tool called Finding Enumeration Districts in One-Step. It covers both large cities and rural areas.

For the large cities, use our tool and put in the street. That will give you all the enumeration districts that that street passes through.

Then, you put in the cross streets. That will narrow it down to just those EDs that are common to the street and cross street that you entered. Hopefully you can get down to one ED.

Rural areas are different. We used to have two separate tools, one for large cities and one for rural areas. And that was sort of cumbersome to explain to people, but we had the two different tools. So, I’ve since merged them into one tool with one user interface. (The Unified Census ED Finder)

If you put down the streets in the streets, you’re using it in a large city mode. And there’s a drop-down list of the cities. In the state you select the state. And under City if the city is not on that list, it means we don’t have the tables for that city. So, then you select Other and you type in the name of the of the city. In that case, we’re going to search the ED definitions instead of the street to ED maps. We have the ED definitions, and we search those to see which definitions mentioned the name of that city. And for all of those that are mentioned, we report back. Hopefully there won’t be too many these for a small town. And then you know where to search.

Enumeration District Definitions

How do we give you these ED definitions? Well, the National Archives has them on microfilm, but you can’t go searching on microfilm. So, we’ve had our volunteers actually transcribe all the ED definitions for 1940 and 1950 prior to 1940.  For 1940 we did transcribe all the EDs, all the definitions from the microfilm. NARA came to us for 1940 and asked if they could have our transcriptions. They, of course, had the microfilm, but they didn’t have it transcribed. So, we said, ‘sure, absolutely.’ We were glad to give that to them. They haven’t come to us for 1950. I keep saying “yet”, but at this late date, I’m sure they’re not going to. I’m sure they’ve done their own transcriptions.

I haven’t seen their transcriptions. But I’d venture to say that ours are going to be better for the following reason. Since we’re using the transcriptions to search for small towns, and we want to get as many towns in the ED as possible. More Eds than are mentioned in the on the microfilm. So, what Joel has done with the volunteers, is to go through the ED maps and see what other towns are in each ED and add that to the definitions. So, I believe in that case, our ED definitions would be more robust than the ones that the National Archives is going to have on their website.

11:00
Lisa: It sure sounds like it. That’s an amazing undertaking, and what a difference it makes!

Using ED Numbers to Search the Census

So, the genealogist is really going to benefit by knowing the actual address because then they can use the cross streets that you have to really zero in on the exact enumeration district that the address falls within. Please tell folks how that helps when the records are released, and they want to start searching. How do they use that number?

11:33
Steve: Well, of course, we don’t have it up and running yet. But what we plan on doing is, once the census does come out, you would click on the ED number that you just found, and that will take you right to the census pages.

The pages are hosted on some other website, either on NARA’s website, or FamilySearch’s, or one of the large commercial websites whose name I’m not going to mention, because I’m not advertising for them, but you know what I’m talking about.

11:59
Lisa: So how long would that take you? I mean, when the records first get released, and everybody gets access to them? It sounds like kind of a manual job to link up digitized records with the website. Is that going to take a while?

12:16
Steve: You have to know what the structure of their site is, and how you can get onto their site with the ED number.

We’ve been talking with FamilySearch, and they’ve been very cooperative. We’re getting information from them as to how we can link into their site.

So, on opening day, they’ll be very busy ingesting all the material from the National Archives. And so hopefully, we’ll have that information ready before opening day. So, an opening day we can link right into their website. And then at the same time, I’ve also been trying to figure out the structure on the National Archives website and the large commercial website and link into those as well. But we anticipate FamilySearch will be the first one that we will link into.

Enumeration District (ED) Maps

12:58
Lisa: And of course I noticed that right now there are many different kinds of links that do work that are on the website. Tell folks about some of the extra items, the collateral items that they can actually access right now with the links from your website.

13:15
Steve: ED maps sounds like it’d be the best thing if you can get an ED map. Look at the ED map and see what the ED definition is what ED boundaries are so you know exactly what the correct ED is. Problem is the maps are not that easy to use. For one thing, they’re on the National Archives website. But it’s pretty hard to get to them from the National Archives website. You have to go to the catalog on their website, and then type in the correct string that will get you to the ED maps. And it’s not obvious what the string would be. And you can’t really navigate through them by from state to state.

What I’ve done on the One-Step website, is that I put up a tool to get the ED maps from NARA. But you get to it by entering a state and then the county, and then probably a town within the county. Entering all that information will then bring up the maps from NARA for that particular locality. Yes, it’s coming from NARA’s website, but it’s hard to get to from the NARA website. That’s why you can do it in “One-Step.”

14:18
Lisa: Yes, and I can attest to that. It’s much easier and absolutely wonderful to use.

How to Find Census ED Definitions

Maybe this is what you were discussing before, but I came across digitized pages on your website of the book that was describing each enumeration district in more detail. Is that what you were talking about when you mentioned the Census Definitions?

14:41
Steve: Yes, when he’s talking about the definitions, we have a tool that gets you to the microphone definitions. And another tool that gets you to the transcribed definitions. That’s what our volunteers did in transcribing what’s on the microfilm. So, we have tools for doing both of those.

Meaning of Census Occupation Codes

14:57
Lisa: Tell us a little bit about the codes. I know I saw occupational codes. And these are numbers that show up on the census records. If we’re wondering what they mean or the details behind those, your site can help us learn that as well. Tell us about that.

15:17
Steve: Well, for the most part, those codes don’t really tell you that much, although they do in certain cases.

They are codes that were added later by the Census Bureau to group different occupations together so they could get statistics as to how many people did various kinds of work. But you know, what your grandfather’s occupation was, it’s on the census page. So, the code will not tell you anything new, except for the following.

What if you couldn’t read what was written. It’s legible on the original, but on the microfilm copies you might not be able to read the occupation code. But, if you knew the code, you can then look up from the code to see what kind of occupations fell into that code. I have a tool that lets you decode the number that they added.

The census taker wrote down what the person said. The Census Bureau clerk’s later added a code to put people in certain categories. And then the One-Step tool lets you take that code and get back to what the actual occupation was.

You just might be curious to see what the Census Bureau thought about your ancestor if he had an unusual occupation. The example I give in my lectures is Donald Duck. His occupation was he was a trained duck. So, there’s no category “well-trained duck”. So, they had to put him in one of the standard categories. They assigned a number for that occupation. If you then decode that number it says, “hucksters and peddlers”. You now see what the census taker thought about your ancestor’s occupation.

16:59
Lisa: So, are there any other elements of the census or census records that you wish you had more time to work on or that you feel like you would want to add to your website? Or do you really feel like the One-Step webpages has reached the pinnacle of what’s possible with searching these records?

17:20
Steve: I can’t think of anything else. I think if I could, I would have done it.

17:24
Lisa: Exactly!

How to Prepare to Search the 1950 Census

17:27
Steve: With just one month ago (as of this recording), I think we’re in a good position right now. We’re ready to provide the tools that people will need on opening day.

I should mention, people should be using this before opening day to get their ED. They should have a list of the people they want to look up and get their addresses and then get the ED. Don’t leave that for opening day.

On opening day there will be an onslaught. In 2012 for the 1940 census, my website didn’t crash, but the National Archives website did. My website didn’t crash, but it flickered. I typically get between 100 and 250,000 hits a day, which is good considering this is a private website, it’s not a company, that’s a very respectable number. But in 2012, we got two and a quarter million hits! Obviously things have slowed down. So don’t leave it for opening day. Do it now. Get your ducks in a row, get all your ED numbers so on opening day, you can just dive in with the ED number and get right to the census page.

18:31
Lisa: Exactly. And in fact, in the video description for this video, here at the Genealogy Gems YouTube channel, I have some links to a few other videos we have here at the channel to help people get ready. I mean, there is so much that we can do even before the records get released to be prepared and get the most use out of them.

More Uses for the One-Step Webpages Tools

And of course, even after the records get indexed, and are fully searchable, the One-Step tools can still really help us, can’t they? I mean, particularly if you can’t find somebody or you’re just wondering if there are other entries for a person. They can still really prove to be helpful, right?

19:13
Steve: Yeah, even after it is indexed, the Location tools we have will still be very important. I’ll give you several examples as to when you would want to use the Location tools in spite of having a name index.

Your ancestor, your grandfather, came from a foreign country, spoke with a thick foreign accent, and had a long unpronounceable name. Well, the census taker probably got it wrong when he wrote it down. In that case, he had to take his best guess as to what he thinks your ancestor said. And then they had to transcribe all this. Then, another transcriber had to take their best guess as to what he thinks that the census taker wrote down. The census takers’ handwriting were sometimes of questionable quality. So, the chances of getting this right here are less and less. It’s like the game of telephone.

In most cases, you will find your ancestor by doing a name search. But there will be those cases and you’re going to run into them, when no matter how creative you are with the name search, you just won’t be able to find him. You have to do a location search. And that’s where the ED and other location tools come into play.

The other example that I give is when searching by location is useful. Let’s say you just bought a brand-new house and you’re very proud of your house. You want to find out who else lived in this house in prior years. We don’t know the names, but you do know the address. So, you want to find your house in the 1950 census, the 1940 census, 1930 census, and location tools are the only way you can do that.

20:41
Lisa: That’s fascinating. And it’s so true. I remember looking through the 1940 census at my Nikolowski family. The census taker had a hard time spelling Nikolowski but they also got the first name as “Vaulter” because my great grandmother’s saying “Vaulter” (in her accent) not “Walter”. And that’s exactly how he recorded it!

I just want to thank you, on behalf of all genealogists really, for making these kinds of tools available to us. You help us in so many ways be more successful.

More About Steve Morse and One-Step Webpages

We don’t get a chance to talk every day, so while I have you here, I just want people to get to know you. Is there something about you that maybe they don’t know? Or would be interested to know? Perhaps what you do in your spare time when you’re not creating One-Step tools.

21:33
Steve: My hobbies or electronics. My degree is in electrical engineering. It’s really computer science. So, I’ve always loved electricity and electronics, and I play around with that. And I’m a gadgeteer, I build things.

21:48
Lisa: Oh my gosh, well, I can only imagine what’s down in your basement…the kinds of things that you must be coming up with, how interesting!

Steve Morse, thank you so much. I encourage everybody to go visit https://stevemorse.org/. Thank you for being here on the show. It’s been an absolute pleasure!

22:07
Steve: Thank you for having me. It’s been a pleasure speaking to you as well.

Resources

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Colonial Genealogy: Find Your Early American Ancestors

Early American Ancestors Research
Elevenses with Lisa Episode 33

Lindsay Fulton, VP New England Historic Genealogical Society NEHGS

Lindsay Fulton, VP New England Historic Genealogical Society (NEHGS)

In this episode we head back to 17th century New England with Lindsay Fulton of  the New England Historic Genealogical Society and AmericanAncestors.org

Lindsay Fulton is with American Ancestors and New England Historic Genealogical Society where leads the Research and Library Services team as Vice President. She is a frequent contributor to the NEHGS blog and was featured in the Emmy-Winning Program: Finding your Roots: The Seedlings, a web series inspired by the popular PBS series “Finding Your Roots.”

Watch the video and follow along with the show notes below as we cover how to get started researching our early American ancestors. Lindsay will also provide her top genealogical resources.

Getting Started with Colonial-Era Research

During this period of American history, New England includes:

  • Connecticut
  • Maine
  • Massachusetts
  • New Hampshire
  • Rhode Island
  • Vermont

To get started in Colonial-Era genealogical research, Lindsay says the first thing you need to do is put your ancestors into an historical context:

  • When did they arrive in New England?
  • Where did they migrate to?

Significant dates and events at this time include:

  • The Mayflower’s arrival in 1620
  • The Great Migration: 1620-1640, with the peak years between 1633 and 1638.
  • The Civil War in England, which slowed migration.

Turn to the book The Expansion of New England, The spread of New England Settlement and Institutions to the Mississippi Rover 1620-1865 by L. K. Mathews. Published in 1909 this important book includes 30 to 40 historical maps.

More Resources for 17th Century American Genealogy Research

Book: Genealogists Handbook for New England Research, 5th Edition. Edited by Michael J. Leclerc. This book includes important detailed information on towns, cities, and states. It will help you determine where to look for records during a given timeframe.

Resources at the American Ancestors website

  • AmericanAncestors.org > Town Guides  (Free)
  • AmericanAncestors.org/town-guides/ for New England

Early New England Finding Aids

Finding Aids provide a comprehensive list of all the available records for a person / family.

The first place to look for people settling in New England prior to 1700: New England Marriages Prior to 1700 by Clarence Almon Torrey. This book includes scholarship prior to 1962. Learn more about it here.

The next place to look: Founders of Early American Families by Meredith Colkert. Scholarship goes a little further than 1962 and ventures beyond New England. This book covers 1607-1657.

The next place to look: New Englanders in the 1600s, A Guide to Genealogical Research Published Between 1980 and 2010 by Martin E. Hollick. At the beginning of the book there is a key to all of the original sources. For example, TAG refers to The American Genealogist.

From Lindsay: “The thing about 17th century research, like a said at the beginning, the most studied people on the planet. So, don’t reinvent the wheel, don’t drive yourself crazy trying to find all of this information on your own. You have to stand on the shoulders of those who have come before you. There are all of these people who have done all this research before. Please look at first. Always look at with a little bit of hesitation because there’s always possibilities that mistakes were made. But at least take a peek at what’s already been done first!”

Colonial-Era Study Projects

The first example that Lindsay provided of a study project for early American ancestors is the Great Migration Study Project (searchable online database at AmericanAncestors.org)

  • Directed by Robert Charles Anderson, FASG
  • Started in 1988
  • Genealogical and biographical sketch for immigrants to New England from 1620 to 1640
  • Fourteen published volumes
  • Newsletter (bound versions available)
  • Tours and other educational programs
  • Searchable online databases

Published Volumes:

  • The Great Migration Directory, Immigrants to New England, 1620-1640
  • The Great Migration Begins: Immigrants to New England 1620-1633 (3 vols.)
  • The Great Migration: Immigrants to New England 1634-1635 (7 vols.)
  • The Pilgrim Migration: Immigrants to Plymouth Colony 1620-1633
  • The Winthrop Fleet: Massachusetts Bay Company Immigrants to New England 1629-1630
  • The Great Migration Newsletter, vols. 1-20
  • The Mayflower Migration: Immigrants to Plymouth, 1620

Those who are included in the study project:

  • If person appeared in a record
  • Direct or indirect implication of arrival
  • Appearance of an immediate family of a person known to have arrived

The second study project example was the Early New England Families Study Project

  • Directed by Alicia Crane Williams
  • Genealogical and biographical sketch for those who married in New England from 1641 to 1700
  • Grouped by year of marriage
  • Two published volumes
  • Searchable online database
  • New sketches posted online

Who is included:

  • Using Clarence Almon Torrey’s New England Marriages Prior to 1700 as guide
  • Anyone who married in New England in this time period and included in Torrey

Compiled New England Genealogies

There are millions of compiled genealogies available for early American ancestors. Lindsay discussed three publications (available in book form) that are state specific:

  1. Pioneers of Massachusetts 1620-1650 one of many book by Charles Henry Pope
  2. Genealogical Notes, or Contributions to the Family History of Some of the First Settlers of Connecticut and Massachusetts, by Nathaniel Goodwin
  3. Genealogical Dictionary of Maine and New Hampshire by Noyes, Libby, and Davis
New England Compiled Genealogies - Free Webinar

Example from a New England compiled genealogy.

Periodicals

  • New England Historical and Genealogical Register (published since 1847)
  • New York Biographical & Genealogical Record
  • The Mayflower Descendant
  • The American Genealogist
  • and more!

These can be searched on AmericanAncestors.org: Database Search > Select the Category Journals and Periodicals, and then scroll through all of the available items. They are fully searchable. You will be able to see the actual record. You can download and print the items.

Mayflower Research Resources

The Silver books and the Pink books done by the General Society of Mayflower Descendants. It’s looking at those passengers with known descendants. These are only available currently in book form. If you are interested in applying to the Mayflower Society, they accept these as original records. You can cite the pages. (Learn more about Mayflower related resources at American Ancestors.)

Mayflower Families 5th Gen. Desc.

  • Available at AmericanAncestors.org
  • Index of all the 5th Generation descendants,
    their spouses and children
  • 31 volumes in total.
    • Over 385,000 searchable names

Visit: Database List A – Z at American Ancestors.  

If you click Mayflower Families Fifth Generation Descendants, 1700-1880, it will take you to a search page where you can search by names and years, or search by volumes. It will bring up all of the available records.

General Society of Mayflower Descendants (GSMD) Membership Applications, 1620-1920

  • New – available soon. Only on AmericanAncestors.org
  • Contains all Mayflower Society Applications for applicants born before 1920. Approximately ~30,000 applications
  • All data indexed for each generation
  • Available to: American Ancestors & NEHGS Members, FamilySearch Affiliate members, and GSMD Members.

New England Genealogy Records

When doing New England genealogy research look for the following records:

  • Vital Records
  • Church Records
  • Cemetery Records
  • Probate Records Court Records
  • Town Records
  • Military Records
  • Notarial Records

Usually you’ll be looking at the town level. This is why you must know where your ancestors were living, and what the place was called at that time, and what the borders were.

Be sure to check out 17th-Century New England Research page at the American Ancestors website for more New England tips, tricks and strategies.

Answers to Questions about Early America Genealogy Research

You can schedule a consultation with an expert genealogist on staff at NEHGS.
Length: 30 minutes to 2 hours
Conducted over Zoom or over the phone. A recording is provided.
Contact: research@nehgs.org
Fee: $85 (members) or $105 (non-member)

More on Using the American Ancestors Website

Premium Podcast episode 177 (Genealogy Gems Premium Membership is required.) In this episode we explore the New England Historic Genealogical Society’s American Ancestors website with Claire Vail, Director of Creative and Digital Strategy for the New England Historic Genealogical Society.

Answers to Your Live Chat Questions About Colonial American Genealogy

One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.

From Susan W: Is there a source for Rhode Island? (I’m not sure if she was thinking about one particular resource you mentioned or generally. Perhaps she just needs a RI finding aid?)
From Lindsay: Yes! American Ancestors-NEHGS has a fantastic guide to Rhode Island research, which you can access with a free guest membership here.

From Cindy A: What percentage of the items you showed would require a paid membership?
From Lindsay: The majority of the databases shown are included as a benefit of membership with American Ancestors-NEHGS, but if you are interested in Colonial American genealogy, you should consider membership. We have hundreds of databases that will help you to discover more about your 17th and 18th Century ancestry. You can learn more about these databases (and books in the library) with a free guest membership.

From Sue M: What resource was Nathan Snow in. He’s related to my BATES family.
From Lindsay: Nathan Snow was included in the American Ancestors-NEHGS database, Mayflower Families Fifth Generation Descendants, 1700-1880. This database supports the following searchable fields: First and last name, Year, Record type, Location, Family member names: Spouse, Mother and Father (where available), Keyword – for names in the lineage text of direct descendants.

From Kathy M: Excellent. Can you comment on both land inheritance (i.e. did it follow English primogeniture) and on best sources for finding 1600 female ancestors’ family names.
From Lindsay: Alicia Crane Williams wrote a blog post about this entitled, Probate records: Part One, where she states, “for the most part, a testator could leave anything to anyone, unless they were dealing with colonies such as Virginia that followed the laws of primogeniture where all real estate was left to the oldest son. This did not apply in New England, although it was customary to follow the legal model of giving a double share to the oldest son. A legitimate heir who was left out of a will could potentially contest it in court, thus the bequests of one pound or one dollar to cover any claim that someone had been accidentally forgotten.” For more information about land inheritance in New England (and the U.S.), you should examine Wade Hone’s Land & Property Research in the United States. It is an excellent deep-dive into land records. As for female ancestors’ family names in the 1600s, I would recommend examining Torrey’s New England Marriages and Hollick’s New Englanders in the 1600s. Those are the two best places to start your search for the ladies in your family (I covered these in the episode too).

From Louann H: Suggestions for time period 1660-1776? 
From Lindsay: Many of the resources discussed during the presentation covered the 17th century, and would be your best bet for resources for 1660-1700. You can learn more about these databases (and books in the library) with a free guest membership. After 1700, there are few compiled resources similar to the Great Migration Study Project; however, you could start with a search of the American Ancestors-NEHGS Library catalog. We have thousands of published genealogies that may cover your family history in the first half of the 18th Century.

From Jane C: This has been wonderful, doing Mayflower research. What are Notarial Records?
From Lindsay: Notarial records are a private agreement written by a notary in the form of a contract. Some of the most common ones are marriage contracts, wills, estate inventories, leases, and sales contracts. While they were not common record keeping practices in New England and New York, notarial records were plentiful in Quebec. You can learn more about them by watching our free webinar called Navigating Notarial Records in Quebec.

News You Can Use: Google Photos Update

Google Photos is currently the home of more than 4 trillion photos and videos of users around the world. According to Google, 29 billion new photos and videos are uploaded every week. They just announced that starting June 1, 20201 “all new photos and videos backed up in High Quality will count toward the free 15 GB of storage that comes with your Google account or any additional storage you may have purchased, the same way other Google services like Google Drive and Gmail already do.”

Watch Elevenses with Lisa episode 23 to learn more about Google Photos.

Google Photos for beginners

In that episode we discuss that “High Quality” is the slightly compressed version of images and videos and “Original” quality are full size, uncompressed images and videos. In the past you could upload “High Quality” for free.

All “High Quality” content uploaded before June 1, 2021 is exempt from counting against your storage. On that date they plan to launch a new storage management tool that they say will help you easily identify items you’re currently storing that you may want to remove if they are low quality or otherwise unwanted. This will help you reduce the amount of storage you use.

If you don’t want to pay for additional storage, here are some tips:

  • Use Google Photos as a tool for specific projects rather than a complete storage system.
  • Turn off auto-sync of your photos from your phone and other devices.
  • Carefully select and manually add images and videos.

Resources

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Please leave a comment below:

  • Do you have a question?
  • Do you have a favorite 17th century resource?
  • Do you have New England success story?

Please share in the Comments below.

Millions of New Genealogy Records Online for Norway & Europe

The UK ‘genealogy giant’ Findmypast has made exciting new updates to their records this week! They’ve announced over 100 million new European records are now available online, and this week highlights their extensive collection for Norway. Also new this week are genealogy records for Staffordshire, England; Queensland, Australia; and Ontario, Canada. 

new online genealogy records

New European Records Online: Norway Featured

Findmypast recently announced their addition of over 100 million new European records now online. “Over 114 million new European births, baptisms, marriages, banns, deaths and burials are now available to search and explore on Findmypast. The new additions consist of transcripts sourced from the International Genealogical Index, a database compiled from a variety of sources from around the world.

Featured from this huge addition are three new indexes containing over 9.1 million Norwegian baptisms, marriages and burials are now available to search as part of our new collection of European records. These new collections span nearly 300 years of Norwegian history (1634 to 1927) and will generate new hints against your Findmypast family tree.

Anyone with ancestors from Norway has probably tapped into the National Archives of Norway’s Digital Archive. It’s one of the shining stars on the Internet that offer rays of research hope for those with Norwegian heritage. That’s why I was thrilled to be able to interview Yngve Nedreb, the Chief archivist at Riksarkivet (National Archives of Norway) for the Family Tree Magazine Podcast. In fact, I published an extended version of that interview in episode #161 of The Genealogy Gems Podcast. This is a “must hear” for those with Norwegian heritage! Click below to listen right now:

Lisa’s special guest: Yngve Nedrebø, Chief Archivist at Riksarkivet. http://www.arkivverket.no/eng/Digitalarkivet

Staffordshire, England Vital Records

Another brand new genealogy records collection online is over at Ancestry.com. The Staffordshire, England, Birth, Marriage and Death Indexes, 1837-2017 collection comprises indexes of civil registrations from Staffordshire, excluding the City of Stoke-on-Trent, reported quarterly to the General Register Office (GRO) in London.

The indexes for the three events are divided into volumes by year and names are listed alphabetically. Once an entry in one of the indexes is found, you are then able to use that information to order of copy of a death, marriage, or birth certificate from the GRO. Information that can be obtained from the birth marriage and death index includes, where available:
  • Name
  • Maiden name of mother
  • Date of event
  • Death Age
  • Place of Marriage
  • Gender
  • Registration district (each county in England and Wales was divided up into registration districts; jurisdictions are organized and appear as they existed at the time the record was created)
  • Reference

Queensland, Australia

Also new at Ancestry is the Queensland, Australia, Licensed Victuallers Index, 1900-1903. The names of holders of victuallers’ licenses (publicans) were printed in the Queensland Government Gazette from 1900 to 1914 on an annual basis. This index covers the period from 1900 to 1903 and includes names, districts, and hotel names.

More about licensed victuallers from Wikipedia: “In the United Kingdom the owner and/or manager of a pub (public house) is usually called the “landlord/landlady”, and often, strictly incorrectly, “publican”, the latter properly the appellation of a Roman public contractor or tax farmer. In more formal situations, the term used is licensed victualler or simply “licensee”.[9] A female landlord can be called either a landlady or simply landlord.”

Ontario, Canada Insurance Policy Applications

Findmypast has another new collection now available online. “Did your Canadian ancestor apply for life insurance with The Independent Order of Oddfellows (IOOF) between 1875 and 1929? The IOOF is one of the world’s oldest fraternal orders. These insurance records are a unique source for tracing your family history. You will find images of the original applications which include your ancestor’s medical history, family’s medical history, and a physical description. The applications are two pages long. Be sure to use the next arrow to move to the next image.

Click to search the Ontario, Oddfellows Life Insurance Applications.

Discover More with the Genealogy Giants

Here at Genealogy Gems, we’ve adopted the name ‘Genealogy Giants’ to refer to the 4 major genealogy records websites: Ancestry.com, Findmypast.com, MyHeritage.com, and FamilySearch.org. Each website has its own unique and distinct offerings, but there can also be a lot of overlap. So with hefty subscription price tags, the question we’re often asked is, “Which website subscription do I need?” To tackle this, Sunny Morton’s RootsTech class uncovers the secrets on how to compare these 4 giants so that you spend your time and money wisely. Watch the entire presentation for free below, and then grab a copy of the companion quick reference guide Genealogy Giants: Comparing the 4 Major websites.

Lisa Louise Cooke Author

About the Author: Lisa Louise Cooke is the producer and host of the Genealogy Gems Podcast, an online genealogy audio show and app. She is the author of the books The Genealogist’s Google Toolbox, Mobile Genealogy, How to Find Your Family History in Newspapers, and the Google Earth for Genealogy video series. She is an international keynote speaker and the Vice President of the Genealogical Speakers Guild.

Disclosure:
This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!

Genealogy Gems Episode 202 – Free Episode

The Genealogy Gems Podcast
Episode 202
Lisa Louise Cooke

Highlights of this episode include:

  • AncestryDNA’s new Genetic Communities: An Interview with Catherine Ball, Ancestry’s Chief Scientific Officer;
  • Meet contestant Joe Greer from Relative Race, the genealogy reality show;
  • The new Genealogy Gems Book Club featured title: a novel from an internationally best-selling author
  • A botched reference to the 1950 census in a Stephen King novel?and 5 tips for counting down to the 1950 census release in exactly 5 years
  • Naming traditions tip from a listener
  • Lisa’s Google search strategies: search operators, YouTube and more

 

NEWS: ANCESTRYDNA GENETIC COMMUNITIES

Ancestry.com rolls out AncestryDNA Genetic Communities

FREE VIDEO: Introducing AncestryDNA Genetic Communities

Genealogy Gems Podcast episode 201 about new AncestryDNA study

 

NEWS: MYHERITAGE CONSISTENCY CHECKER

Access by logging in to your MyHeritage account and find this tool under the Family Tree dropdown menu:

 

 

 

 

 

 

 

This podcast is sponsored by:

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

 

 

A Similar Tool: RootsMagic Problem Search

 

 

 

 

 

 

 

 

In RootsMagic, find it under the Tools menu. Select Problem Search, then Problem List to select the different kinds of problems you can have RootsMagic identify for you and to choose what age ranges you decide are out of bounds for a new father or mother.

Thank you to our podcast sponsors:

Backblaze lisa louise cooke

animoto how a genealogy society can grow membership

MAILBOX: NAMING TRADITIONS

download backblaze

Norwegian naming traditions tip from a listener

Irish naming conventions mentioned in this Q&A with Irish expert Kate Eakman

Mexican Genealogy Guide by David A. Fryxell

2 more places to find naming traditions:

Google search: for the name of the country or ethnic group, plus naming traditions

FamilySearch Wiki


MAILBOX: GOOGLE SEARCH OPERATOR TIP: “Oppenheim the butcher, NOT the bomb!”

FREE VIDEO TUTORIAL:
Speak Google’s Language: Google Search Operator Basics

The Genealogist’s Google Toolbox, 2nd edition by Lisa Louise Cooke

Google Drive and other tips

 

 

 

 

MAILBOX: STEPHEN KING AND THE 1950 CENSUS

To search inside books in Amazon:

 

 

 

 

 

 

 

 

INTERVIEW: JOE GREER ON RELATIVE RACE

Meet Team Black: Joe and Madison Greer of Portland, OR

Joe Greer Relative Race

 

 

 

 

Relative Race BYUTV

Relative Race: “What happens when genealogy meets reality TV? Using their DNA as a guide, contestants embark on the ultimate road trip across America, completing challenges and meeting unknown relatives along the way.”

Click here to watch past episodes online for free.  The last two episodes of season two, 9 & 10, will air back to back respectively at 7pm MT/9pm ET and 8pm MT/10PM ET on Sunday, April 30.

Click here to learn more about the show

 

BONUS CONTENT FOR GENEALOGY GEMS APP USERS
Free PDF summary of 8 top genealogy TV shows from the past several years and where you can watch them online?a few of them for free, including Relative Race.

The Genealogy Gems app is FREE in Google Play and $2.99 for Windows, iPhone and iPad users.

 

INTERVIEW: Catherine Ball, Chief Scientific Officer, Ancestry.com

About Catherine Ball: Chief Scientific Officer at Ancestry

Catherine Ball Ancestry

FREE VIDEO DEMO: Introducing AncestryDNA Genetic Communities

Study using AncestryDNA data identifies group migration patterns

Thanks to Your DNA Guide Diahan Southard for joining us to talk about this new development in genetic genealogy. Click here to learn more about Diahan’s how-to DNA video tutorials and personal consultation services for solving your family history mysteries with DNA.

 

GENEALOGY GEMS BOOK CLUB

New featured title: The Whole Town’s Talking by Fannie Flagg

 

A multi-generational novel about a Swedish immigrant and the town he builds in the American Midwest by luring other Swedish settlers and a mail-order bride. As characters die, they take up residency in the local cemetery and continue to comment on the activities and people of the town.

Also recommended by Fannie Flagg: The All-Girl Filling Station’s Last Reunion

New from past Book Club authors:

The Missing Man by Nathan Dylan Goodwin, a novella in his popular Forensic Genealogist series

Everyone Brave is Forgiven by Chris Cleave is now available in paperback

Everyone Brave is Forgiven Chris Cleave

PROFILE AMERICA:
THE LOUISIANA PURCHASE

 

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Diahan Southard, Your DNA Guide, Content Contributor

Lacey Cooke, Service Manager

Vienna Thomas, Associate Producer

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