Basic Geneaolgy A Guide to Researching Your Family Tree
By the Carnegie History Center Staff
Feel free to download a copy of the researching guide as a PDF. If you do not currently have Adobe Acrobat, you can download a free copy
from www.adobe.com.
Prepare
Before beginning your research, it helps to understand various types of records that might be
available. Reading one or more basic "how-to" books or online tutorials will help ensure
successful searching. Some examples are:
Record And Remember: Tracing Your Roots Through Oral History. (CALL
NO. - BPL 929.1 EPSTEIN)
Gather
Begin with yourself, working backwards by generation. Interview parents, grandparents and other
relatives, recording the interviews if at all possible. Anecdotes and memories are just as
important as dates and relationships. Take notes! If possible, record or videotape interviews.
Interviews and family stories once lost are gone forever, so share them far and wide!
Gather family records and photographs. Include official records (birth/death/marriage
certificates and legal documents), but don't forget informal records of family events such as
photo albums, baby books, newspaper clippings, school program handouts and fraternal
organization materials. Take the steps necessary to preserve and share these valuable
records.
Organize
Organize information and complete a generation chart (also called an ancestor or pedigree
chart) for your ancestors. Using pencil makes it easier to correct mistakes. This will
serve as your "road map" for research. For each couple on the generation chart, complete a
family group sheet or family group record. Genealogical software programs may be helpful but
are not necessary.
Consider making a profile/timeline/biographical chart for everyone in your family tree. Include
photographs, medical information, employment, religious affiliation--anything to form an idea
of what that ancestor was like.
Research
a. CENSUS
The United States has taken a census every ten years since 1790. Since privacy laws
mandate that 72 years must pass before the census enumerations become available to the
public, the 1930 is the most recent available to researchers. Not all censuses are
available (most of the 1890 was destroyed after a fire) for a variety of reasons. The
amount of information varies from year to year: 1850 was the first to list everyone in
the household by name and 1880 was the first to give the birthplace for parents. Census
takers wrote the name as they heard it, not necessarily as it was spelled. Now available
in digitized formats as well as microfilm, most censuses can be researched. Various index
sources are available but transcription errors exist, so check every version you can
find!
b. STANDARDS
Evaluate the reliability of all information sources! Was the information recorded at the
time of the event? Who gave the information? Under what circumstances was the information
given? The previous questions become vital when conflicting information is received. For
this reason, when at all possible use original information, not published excerpts. Until
all pertinent information has been sifted through original documents, enter all facts
(and variations) in pencil and record their source on your family group sheets.
Carefully record the source for all information. Make your descriptions detailed enough
that others can easily locate the same records. Keep a research log, and include sources
that contained no useful information.
c. VITAL RECORDS
Most states did not keep records of births and deaths until 1910. There are, however,
states that kept vital records much earlier. It is necessary to check each state for
their availability. Marriage and divorce records are usually kept at the county level
beginning at the time of county formation. Ease of access to information varies from
state to state. Also remember to check church records in the area. Some church records
are stored in archives or manuscript collections. Some religions and denominations keep
no vital records.
d. COURT RECORDS
Court records can be found on national, state, county and local levels. They may include
land, naturalization, probate, tax records and vital records. Deed or land record sources
contain information that can be invaluable. Knowing the court record system in a
particular state is essential for using these records.
Courthouses are as vulnerable to disaster as homes! Many courthouses, especially in the
South, have had records destroyed by fire. When you are told the courthouse burned,
always check to ensure which records may have survived or been rerecorded at later dates.
Always check neighboring counties.
e. COUNTY HISTORIES
While county histories don't always contain information on all families, they are
invaluable as a source of information on the county's history. Again, the information is
only as accurate as what has been passed down by the families. Verify, verify, verify!
The more familiar you are with the states and counties in which your ancestors resided,
the more likely it becomes that you will find needed information. Remember, the earlier
you are researching, the more likely it is that your family moved as one of a group.
Especially useful are maps of the area, in the time period(s) your ancestors lived in an
area. The maps are not always available in books, but some have been added to the
different U S GenWeb sites www.usgenweb.com/.
When researching counties and states, always do a "genealogy" of the area in order to
determine county boundary changes and name changes. Censuses can show families living in
two counties (or worse, states) when they did not move, the boundary lines moved.
Example: Greer County, Texas/Oklahoma and Miller County, Texas/Arkansas.
f. MILITARY
Compiled service records, pensions and unit histories, as well as personal papers, can be
sources about military service.
g. IMMIGRATION AND NATURALIZATION
Many passenger lists did not survive, especially in colonial times. Some customs
passenger lists exist between 1820 - 1891. Immigration passenger lists may be found
between 1891 - 1954. Before the Immigration and Naturalization Service was established in
1906, papers for obtaining naturalized citizenship could be found in various courts. Many
immigrants filed first papers in one place, and completed their naturalization papers
elsewhere.
Internet
The internet does not hold everything for genealogy. Only a fraction of the existing holdings
on genealogy has been published, and of that fraction only a very small percent is on the
internet. It takes time and money to transcribe or digitize materials! Resources on the
internet continue to grow, and sites such as Rootsweb, US GenWeb, and the pilot Family Search
holdings are always worth visiting. However, in genealogy the motto of "Buyer Beware" should be
"User Beware" and all sources carefully evaluated, just as you should carefully evaluate the
content of all genealogy books.
Share
One of the greatest gifts you can leave your children, grandchildren and other relatives
is a record of your family history research. Consider publishing your research and donating
copies to a library or archive.