Basic Genealogy - Some "Good Practice" Hints

A collection of many things I've found valuable for my research.

  1. Start from what you personally know.
    Work backward in time.
    It is futile to start with the family legend and try to prove it.
    Example: Lots of people think they are related to some famous person.
    In my case it was the Adams Presidents
    After many wasted years - learned I am related to a John Quincy Adams, but not the John Quincy Adams. Just as grandmother said, "She was a second cousin of John Quincy Adams, once removed."
  2. Don't throw anything away!
    Even something with no names may be valuable.
    Example: Postmark on unsigned postcard maybe a clue to where family was located.
  3. Goal is to understand each person both in time and place.
    Just Name, birth date, death date leaves possibility for confusion.
    Quite often many different birth dates are around for the same person
    A corollary of this is that a place name or location lets you focus the search.
    From another researcher - "[Those] successful in their genealogical research will quickly advise that the most important piece of information needed to trace ancestors is a place name (village of origin, birth or last residence.) I venture to say that it's actually even more important than the immigrant's surname! Why? Because the valuable information you seek is usually organized, indexed and stored and indexed geographically: country, county, region, village, town, city name. The same surname can show up in other villages and be entirely unrelated, costing months of lost research time."
  4. Have a simple, understandable filing system. And use it.
    Need one for hard copy and another computer based system for digital records.
  5. Pay attention to collateral lines.
    "Collateral", descended from same ancestor, ie. cousins.
    Distant cousins may have the key to solving your problem.
    Often have to find most of the siblings to figure out who the parents are.
  6. Ignore those selling family data, especially family crests.
    Most commercial ventures know nothing about your immediate family
    They usually recycle information from public sources like phonebooks
  7. Don't ignore the in-laws.
    I always try to locate each ancestor's siblings and spouses.
    Someone researching Uncle Charlie's wife may know more about your Uncle Charlie than you do.
  8. Jurisdictional changes influence where a record may be located.
    Particularly true if ancestor was in area which later was spun off into a new county or state, etc.
    Example: Many early Broome county records might be at the Tioga County courthouse, as Broome was formed from an earlier, larger Tioga county.
  9. Suspect all names and dates not backed up with cited sources.
    Citing other researchers does not get to the original source of the information.
    Use other's research as a research guide, but not as the final answer.
    Example: I have a distant cousin who invented name of "head of family" to have some name to start with. "James" instead of "unknown father". When I contacted her, she said it "sounded as good as any other"! That error has propogated to the Internet, even after correct name was found.
  10. Mistakes are common.
    Even in published histories.
    Especially in collected indexes.
    Beware lest research duplicates error made by previous generation of researchers.
    Have to checkout the source.
    Have to corroborate source with other data.
    Example: In a published county history the author used the given name of his maternal grandmother for the given name of his paternal grandmother. Only other data, such as tombstone of paternal grandparents clears up the error.
  11. Date and indicate authorship of all you create
    You'll avoid mixing up your own versions
    Once computer files get sent as attachments, converted to another format, etc. they loose their original date stamp.
    All files of importance should have the creation date and the authors name as part of the text of the file itself!
    Even for documents created by typewriter or hand this is important. Otherwise, a reader in the future will have no idea how pertinent your material is. Or which version is the most current.
    Example: Document which states an important fact may be very valuable if created by an eye witness. Or of little use if it is not dated and no sources are cited. It may be a derivative document.
  12. Be aware of proximity in time and place
    Such proximity does not prove a relationship
    Conversly lack of physical association does not disprove a relationship
    When find someone in census, look around at the neighbors. Groups of (sometimes distant) relatives moved together, immigrated to same area, etc.
  13. Be aware of different date formats.
    Can eliminate confusion by just spelling out the month.
    American June 22, 1923 (Month, Day, Year) or 6/22/1923
    British and ... 22 June 1923 or 22/06/1923 (Day, Month, Year)
    Recommended genealogy standard 22 June 1923 (Day, Month spelled out, Year)
    Common computer format 19230623 == 1923/06/22 (Year/Month/Day) - especially for dating files
  14. Different Spellings of a Surname are Not Significant.
    Except when you miss a record because it is indexed by a different spelling than you are using
    Census enumerators spelled names as they heard them - phoenetically.
    Eg. Mounts, Mountz, Mounce, Mount ....
    Immigrants often Anglicized their name, but not uniformly.
    Individuals sometimes changed the spelling of their name without legal action.
    Example, a miller who shortened his last name fit better on the flour sacks.
    A few generations later, relatives changed it back, because people often mispronounced the result.
    Understand the Soundex indexing method. See The National Archives The Soundex Indexing System
  15. Don't Rely Solely on Citations, Abstracts or Transcriptions of Sources.
    And certainly, don't rely on conclusions made by others from the source.
    Source may say something different than what someone else says it does.
    Source may contain more than the transcription or what the source is quoted as saying.
    Hard copies and/or computer images of source usually suffice for content.
    However, sometimes only the microfilm or the original document is clear enough to read.
    And many times, sometimes even the original is undecipherable.
  16. Date Notebook Entries, and Copies you Make - Indicate Where They Were Obtained.
    I usually just copy the title page of any book from which I obtain copies.
  17. Copy Just About Everything
    If you spend any effort to find and examine a record, then spend the extra time, effort and money to get a copy for your files.
    When traveling, it's a good use of time to copy and analyze in depth later.
  18. Collect and Preserve Contact Information for Researchers/Informants
    Never know when you'll need to contact them again.
    E-mail addys are notoriously ephemeral.
    Postal address and phone number are much better
  19. Protect Your and Other People's Privacy and Personal Information
    Remember that information on Internet websites are accessible by anyone with a computer
    Most Genealogical software has a mechanism for hiding names and dates of living persons
  20. Always Contact the Researcher Directly
    Don't rely on the posted data
    There is probably more to be learned
  21. Use Multiple Keys/Approaches/Search for Each Internet/Computer Search
    You may have the wrong spelling
    Indexer may have made a spelling error
    As last resort follow all the "hits".
  22. Beware the Hidden/Erroneous Assumption
    You may not realize you've made a mistake
    Don't want to spend time searching a line of ancestry only to find it's not your line.
    Example: Letter from M. D. Welch stating "Mother says ...." Context leads to conclusion this "Mother" was probably the maternal grandmother of the man receiving the letter. For years I thought M. D. Welch was a married daughter of the "Mother" whom I knew only as Mrs. Hirst, because I didn't know any related people named Welch. Only when I found Mrs. Hirst married a second time to a James Welch, did I realize that M. D. was her son. Then he was easy to find in the census.
  23. Document Your Findings as You Proceed
    Important enough to search out? Then important enough to document and pass on.
    Your conclusions will grow dim with time. Write up your conclusions and document your research in a timely fashion.

© Prepared by Jay November 16, 2011