Search, Discover, Build your Family Ancestry with an Organized Research Process
Building your family tree can be overwhelming if you don't know where to begin. To make it easier for yourself, you should start with yourself, your siblings, and then your parents. After that you should take one side of your family and go back one generation at a time.
To stay
focused you should stick with one person and try to
find one fact for that individual. Below we
have outlined some steps that you can follow that
will help you with your family ancestry search.
Optionally, you can download the information as a
PDF which is listed in the right hand side of this
page under the PDF downloads section.
Genealogy Research Diagram
1. Use a Task List and Write Down your Goals
A list is a good way to organize your objectives and monitor your progress. Creating
specific well thought out goals, with as much information as you already know will
lead to a more focused fact finding approach and better chances of a positive outcome.
Task List Example:
2. Pre-Research Planning
You may be at a loss as to where to look, as well as
what kind of document might contain the genealogical
data that you are trying to find.
Where to Look for Documents
Once you know what type of document you are looking
for, then you need to try different repositories to
locate that document. Your local Family History
Library is a great place to start your research.
They have an abundance of information and access to
millions of documents from around the world. You can
also try your local historical society if your
research is where you live. State and national
archives and large libraries all have access to
genealogical information.
What type of Document Might Contain what you are Seeking
There are literally millions of documents that might
have what you are looking for. For a list of
document types, click on these links:
Family Heritage documents and find your ancestor with genealogy records by events that touched their lives.
Create a pre-research log based on your task. Do some homework to find out what
is available by making phone calls and doing some
legwork before getting in your car or flying
somewhere only to find what you are looking for is
not available.
Pre-Research Log Example:
You should record what you know, even if it is not available, this will keep you
from trying to do family ancestry search for something that can’t be found.
3. Is the Document Available?
If you are looking for a document and it is not available then go to step four (4).
If it is, go to step seven (7).
4. Is a Substitute Available?
Can an alternate family ancestry document be found to supply the facts you are searching?
The first step is to analyze where you think you can find what you are looking for.
Is it in a book, a microfilm, a letter, a legal
document, etc. There are thousands of sources
that can help with your genealogy.
There are different types of documents, primary and
secondary which can help verify your family tree
information. Primary Documents are created at or
near the time the event took place, such as a birth
certificate, a photo of a baby, a death certificate,
a marriage license, a photo of a wedding. Secondary
Documents record information after they have taken
place and by a person who was not present at the
event. Try finding several primary and secondary
documents to have a well researched pedigree.
5. Update your Task Log
If you can’t find anything after trying several repositories, update your task
log with the next steps.
6. Create a New Task
Create a new task and start the process again.
7. Update your Pre-Research Log
If your pre-research reveals some possibilities, update your log with your newly
found family ancestry information.
Use several repositories to help with your pre-research process. You may have a
list of repositories that work for finding specific locations, or a type of record.
With pre-research practice you will build lists that work best for you.
Updated Pre-Research Log Example:
8. Start Researching your Genealogy
Based on your pre-research, once you have identified where you can find what you
are looking for then it is time to execute your plan by gathering the data yourself,
or hire someone to do your family ancestry research for you.
9. Did you Find Anything?
While conducting your family ancestry search did you find what you were looking for? Did the source contain the information you were looking for? If no, go to step
ten (10). If yes, go to step fourteen (14).
10. Update your Research Log
If your probing was successful or not, update your log with what you looked at and
the results. Writing down all your discoveries is essential so you don’t do the
same genealogy leg work over and over again. Some problems last a long time, and
you may get tired of working on an issue and decide to work on a new task. If you
don’t write down everything you have done, you will end up doing some of the same
leg-work again, wasting valuable time and effort. Sometimes when you get to a facility
you may find yourself browsing other unplanned sources that may or may not be useful.
Write down all the sources you used so you don’t duplicate your efforts sometime
in the future.
Research Log Example:
|
Date of Search
|
Repository
|
Source Information
(author, title, year, pages)
|
Comments
|
Next Steps
|
|
12-Feb
|
Green County
Historical Society
|
Green County Pioneer, Vol 16 and Vol 17
field from to get copies
|
|
|
|
15-Feb
|
World Cat |
Ordered (to be sent to local library)
Historic Green County Tennessee and its
People, 1783-1992
|
|
|
11. Continue Looking
Decide if you will continue to look for evidence. If yes, go back to step eight
(8), and try a new approach, if not go to step twelve (12). Below are some
suggestions to find information:
Consult with someone about the issue to get a different perspective. Being able
to share your genealogy efforts to date will help give the consultant an idea of
what you have already tried and lend some new family ancestry search ideas.
Try a new repository to conduct your research. Find a local genealogical society,
historical commission, local library, or genealogy club.
Try different name spellings. The information could have been recorded differently
than what you were expecting, either accidentally, or on purpose. If you don’t find
something you are looking for in a certain county, widen your criteria to the next
county over. Remember, counties formed over time and knowing this can be the key
to your family ancestry search.
12. Update your Task and Research Log with your Findings
By deciding to stop your research for this task, update your log so you have a
record of what was tried. You may want to research this same person in the future
and it will remind you what you have already tried.
13. Create a New Task
Create a new task and start with step one (1).
14. Update your Research Log
If your family ancestry search was helpful for your task, update your research log
with the details and make the necessary copies of the document you found while searching
your family ancestry. If the facts come from a book, copy the cover and make sure
you know who the author and publisher is. Make sure you have everything you are
looking for, and that you copied every page that
pertains to your ancestor.
15. Cite your Sources Fully
Cite your Sources so you can get another copy of the document. It is almost certain
that you may lose or misplace part of the information you found;
or you may discover you should have copied more pages from the document you were using. If you found the
literature while traveling, it will be much easier to call the repository and tell
them exactly what you need so someone can make a copy and send it to you. This is
one (1) good reason to record everything; you will be glad you did.
Source Citation Begins by Writing Down the Document Information:
- The repository – where you found the document
- Author – who created the information
- Title & Information – contains the title, page numbers, and any important
reference details
- Publication – includes the publisher and, ISBN # if available
Citing Books is Different than Citing Online Sources. As a rule:
- Websites showing their URL should be placed in “< >”.
- Website Titles, Newspapers and Magazines should be in italics. When you cannot
use italics, place an underscore line “_” before and after the Title.
- Articles and database titles should be in quote marks “Title”.
Citation Example:
James Reece, probate Records, July Term 1895;
citing pages 304 and 305, probate court
(original papers), Searcy County, Arkansas;
photocopy from Family History Center, Microfilm
#1031126, Item #1 : 2008
For a quick reference sheet, for citing online historical documents, see Elizabeth
Shown Mills. QuickSheet, Citing Online Historical Resources. Genealogical Publishing Co., ISBN # 978-0-8063-1776-2
16. Organize all your Findings
Before getting consumed with lots of papers, set up a filing system that works for
you and stick with it. There are several options to consider. You may consider filing
your documents by year, alphabetically, or by setting up folders for direct family
members, then alphabetically for subsequent ancestors. You may want to file your
documents by surname, then cross-file your documents by putting all similar documentation
in color coded folders filed by year, alphabetically, or alphabetically and then
by year.
Whatever organization method is used: folders, notebooks, boxes, large envelopes,
etc., be consistent with a filing system. Scanning all documents and adding them
to a genealogy program will help keep your genealogy documents organized.
Make sure you have a back-up of all your records. You can lose your data if your
file is only stored on your hard drive and your computer crashes. Having an external
recovery plan is always a good idea.
17. Transcribe your Sources
After organizing your documents and you get the
time, you should transcribe them. Especially
wills and probate records. Understanding old
handwriting takes time. If you don’t get the
chance to look at a family ancestry document for
some time and it is not transcribed, you will
need to learn the hand writing all over. And
sometimes a detail will only be noticed after
the transcription. Transcription entails
starting with the source citation which contains
where you got the information and enough details
to get another copy. Then copy the details line
for line (grammar errors and all punctuation).
Don’t forget to check your data for accuracy. It is easy enough to make a mistake while recording information.
18. Analyze your Data
After transcription, analyze your data. Does the
source easily prove a family ancestry relationship
or help to substantiate
the person belongs in the tree? Solving kinship with accumulated evidence may conflict
with each other, this is where you need to analyze
and summarize the data.
All records are subject to interpretation and can contain errors. Your analysis
should take into account the clues that further substantiate or contradict information
known about the family ancestry. For more insight to analyzing your documents, read
our article Family
Tree Research.
19. Extract the Information
Because it is not the source alone that proves the person belongs in the tree, genealogists
need to collect several documents that provide the date and location of birth, marriage,
death, and burial information; and provide parents, siblings, spouse, aunts, uncles,
cousins, grandparents, and other important relationships that solve ancestry related
questions. The evidence from the documents should be added to your tree to support
important events by adding the dates and locations as the facts; and adding the
sources to back up those facts.
20. Rate your Sources
Use the Genealogical Proof Standard (GPS) to rate the source and extract the important
facts from the family ancestry document that build your heritage. There are three
(3) parts to the GPS standard: Reliability, Quality, and Information. For more details
read our article, Genealogical Proof Standard Explained.
21. Is your Task Complete?
Did you get the facts that you were looking for? If no, go to step twenty-two
(22). If yes, go to step twenty-five (25).
22. Continue Looking?
If you are not satisfied with
your task being completed, you need to decide if you
will continue to do more family ancestry research. If yes, go back
to step number eight (8). If not, go to step twenty three (23).
23. Update your Task Log
Research is a process that can last many years. You may have to stop what you are
researching so writing down your results will help organize and keep track of what
you have done. It will also make it easier to pick-up where you left off and
keep you from doing the same research over again.
24. Create a New Task
Create a new task and start with step number one (1).
25. Update your Task Log
If your task is complete, update your task log with your finding. This will
help you new information in your family tree.
26. Add your New Data to your Tree
Use your research log to record your sources and information. Compile your information
in a genealogy program so you can easily manipulate your data and get various reports.
27. Share the information
Share information with other relatives to help spread the newly found details
and see if they agree with your new findings.
28. Create a New Task
Create a new task, and start with step number one (1).
|
