Genealogy Research Tips and Tricks Part 1

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Since coming back from my travels to France and Germany I’ve had a number of inquiries as to how I make the connections that I do. Here’s the answer and you can do this for yourself! Honestly, today’s blog isn’t just of value for those researching the Palatinate, it’s a tip for researching every area of the world!

First, I make my personal tree public online in a variety of locations (Ancestry.com, MyHeritage.com, Geneanet.com). By public, my personal info is not being shared but my deceased ancestor info is. I believe that it’s important to share all of my finds so that there is a record somewhere. Unfortunately, records can be lost or destroyed easily so the more places that my information is available WITH SOURCES OF WHERE I FOUND THE ORIGINAL, the more likely that it will help a future generation in pursuing their own lines.

The sourcing is extremely important because it allows others to go back to that source and validate my information. Many online trees do not provide their sources which leads to the thinking that no one should use online family trees because they aren’t accurate. That thinking is incorrect – we should look at all available sources as some may give a hint. That hint can be helpful, meaning it will lead you to verify the info is correct or it will lead you to prove it is wrong. I just completed a client report where the client’s great grandfather was reported to have his wife and mother with the identical name and dates. Obviously, this was not correct but more than half of all trees online showed this info. Why? Because they copied from each other without validating sources.

It was not hard to discover how the problem arose – the great grandfather’s death certificate info gave his wife’s name as her given name and her married name. Under mother, the informant provided the woman’s maiden name. The informant was a daughter. She was giving her mother’s maiden name but that’s not what the form was asking for – it was asking for her father’s mother’s maiden name. In times of grief, people often give inaccurate info and this was the case. Just because info is provided on a governmental document does not make it correct!

Definitely learn more about how to analyze and the types of sources that can be consulted by reading the Board for Certification of Genealogists, Genealogy Standards, fiftieth-anniversary edition (Nashville, TN: Ancestry, 2014).

When you have a public well sourced tree widely available you will make more connections.

Another way I make connections is through my writing. The more places I have my work published, the more widely I have spread the word about an ancestor. This increased the odds that a family member will find me. Where do I get my writing published? I blog weekly on my website and through blogspot.com, which is free. Since blogspot is a Google product, my topics rise to the top of Google’s search engine which leads to even more hits when someone is searching for a surname. I also publish in journals and magazines that focus on the location where my ancestors once lived. I’ve even published an eBook and sell it at a very low cost because I’m trying to get the word out and make connections.

I also stay abreast of new technology – I use open.ai’s ChatGPT and link it to my website. This allows anyone who is using that company’s AI to receive current info on the surnames I’m researching. I’ve blogged in the past about using the Whova conference app to make connections and that, too, has been helpful.

One additional important piece of tech is to make sure that you keep the same email or at least, if you do change it, you forward from your old email to your new address. That way, people will always be able to find you.

I am not a Facebook fan but I have used it to make connections, too. LinkedIn helps with making connections with professionals around the globe, as does the Association of Professional Genealogists (APG). I would not have discovered my serendipity connections without using both LinkedIn and APG.

Obviously, the easier you are to find the more connections you will make. Online tools – technology – writing are all the initial ways I make connections.

Next week, I’ll be drilling down on the connections I have made to help you discover where your hard to find documents in the Palatinate might reside.

Dispensations in Days of Old

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My blog is a day late due to my return from attending the 36th International Congress of Genealogical and Heraldic Sciences in Boston. It was the first time the over 100 year old conference was held in the U.S. and I was delighted to be able to present on Tracing Noble Roots: Validating the plementi ljudi (pl) Lineage in Former Austria-Hungary. My talk was on how you, too, can identify your noble Croatian ancestors. It was held in South Church, a beautiful building where Benjamin Franklin had been baptized and where I had a family member that used to play tone bells there. Nothing like following in the footsteps of others!

I’d be the first to admit that I don’t have much knowledge or experience with heraldry so I did learn a lot by attending the conference. One of the most interesting lectures involved Roman Catholic dispensation records between 1250-1558 in Great Britain. I didn’t know they existed and they may be important to your family if you are researching that time period.

From the earliest time until Henry VIII cut his ties with the Roman Catholic church, dispensations were required to legitimize a marriage. For a fee, the amount of which is unknown, couples who wanted to marry were required to complete paperwork with their local parish which would then research if the couple was closely related. If couples did not pay for this “service,” and it was later determined that they were closely related (1st-2nd cousin) their marriage was considered void and any children of the marriage would not be eligible to inherit from the estate. Meaning, the Roman Catholic Church obtained the estate since their was no “legitimate” heirs at the time of the parents death.

You can find the 1000+ dispensations in the Calendar of Papal Registers, Britain, and Ireland series under Paper Regesta through 1534. You may also look at the Apostolic Penitentiary to England and Wales through 1503 that were indexed and published by the Canterbury and York Society. Unfortunately, I don’t know how to access the publication.

During the Q&A, a discussion ensued on whether other countries dispensations were available. I did a quick internet search and discovered that was the case for Austria-Hungary. Apparently, if you were a noble you couldn’t wed unless you were 3rd cousins or further related whereas peasants could wed at 2nd cousin status or back.

Further discussion led to the use of church banns used prior to a couple’s wedding. This would be an interesting research topic to determine if those banns were added after Henry VII to continue the validation that a couple were not closely related. “Speak now or forever hold your peace” could then be considered the final measure used to legitimize the marriage in the absence of the church researching the couple’s genealogy.

Book Review – Building a Legacy by Rebecca Shamblin

Disclosure: I received a free copy of this book for review purposes.

We all love research, but sometimes we forget to keep our family trees safe from simple errors or unexpected disasters. Rebecca Shamblin to the rescue! Her latest book, Building a Legacy: A Guide to Combining Ancestry.com and Family Tree Maker, is a step-by-step guide to preserving your hard work.

Not sure why you should sync your Ancestry tree? The explanations are clear and concise. Rebecca provides excellent ideas on how to make the most of both tools. Connecting with distant cousins is crucial for gaining valuable information about ancestors. Remember, not everything is available in record sets! A photo, oral history, or a Bible entry might help you overcome a brick wall in your research. The best way to obtain these family-held items is to make connections via your tree. For those needing to keep their information confidential, Rebecca explains how to ensure complete privacy in Figure 59.

Rebecca noted that Ancestry.com once owned Family Tree Maker (FTM). Although it had a checkered past with several owners (Banner Blue Software, Broderbund, The Learning Company, SoftKey, Mattel, and Ancestry), FTM has improved through Software MacKiev. I had frustrations with the older versions, but repurchasing the updated software was a good decision, and Rebecca’s book is an excellent resource I wish I had last year.

Whether you prefer Ancestry.com or FTM, Rebecca’s instructions are easy to follow, with examples for both programs. Your view might differ slightly from the examples in the book. For instance, when I sync Ancestry to FTM as shown in Figure 12, I don’t need to sign in to Ancestry again. If yours is set up like mine, just skip that step.

With my large Ancestry tree, I sometimes have to re-sign into Ancestry during a sync. FTM’s 24/7 tech support helped me find a workaround for this issue. Rebecca recommended checking the box for Ancestry Citation Media when downloading. For large trees with heavy media, this might not work well. Instead, download the tree without citation media (Figure 19). You can easily obtain citation media later by clicking on any thumbnail under the Media tab and pressing Ctrl + F5. Choose to add all citations, then repeat the process to add only the missing ones for extra security.

Tree Vault is mentioned as a valuable add-on for data safety. However, be cautious. I accidentally deleted files from OneDrive that Tree Vault used, causing issues. FTM flagged the problem, and I had to resync the trees. Lesson learned!

Rebecca mentioned that some Ancestry features are available to free account users. For those on a budget, here’s a link to get a free Ancestry membership: Free Registered Guest Accounts. Note that with a free account, you can’t search all records. Keep in mind if you use Ancestry at your local library, you can’t view or create your own tree.

One of Rebecca’s most helpful tips is how to set up FTM on more than one computer. This is great if you use a desktop at home and a laptop in archives. Follow her directions, and you’re good to go.

I’d like to add a tip for dealing with Newspapers.com’s OCR. If you’re unsure about confusing words, try using AI to make corrections. However, always verify with the original source to ensure accuracy. Your local library might offer free access to Newspapers.com so check that out.

Rebecca shared issues she encountered when backing up and compacting her tree, which I’ve also faced. Her book is a must have if you are using FTM to avoid those problems!

Building a Legacy is a valuable resource for researchers at all levels. I highly recommend purchasing this book . It’s offered in a variety of ways – digital pdf, black and white paperback, spiral bound color or a hardcover color edition.

RootsTech Has Begun!

Don’t miss the FREE lectures, Expo Hall, and connections you can make. Starting this AM, RootsTech is available for free from your home. Just register here and start participating.

Here’s some handy hints to get the most out of the conference:

Look over the lectures by clicking “See Full Schedule” and save those you want to view to the Schedule tool. You can go directly to your class from your schedule, (MySchedule), saving time by having to find it on the main page.

More classes you want to attend then time? No worries! Just open Word and copy and paste those you can’t attend. They will be available on YouTube later.

Refer back to my AI Notes blog so you can save the info from the chatbox and/or lecture in summary format.

Don’t forget to download the syllabus from the viewing site!

Definitely spend time on other events (RootsTech Event>Expo Hall). Lots of discounts on genealogy stuff! Take advantage of it this weekend.

Want to connect with far flung relatives you didn’t know existed?! Easy – just go to RootsTech Event>Relatives at RootsTech. Had to laugh as there were five fifth cousins of mine attending in Indianapolis. I know you’re wondering how in the world did RootsTech know that? Well, if you have yourself on a family tree at Familysearch.org it matches all the registrants to their tree and then connect you if you have a common ancestor.

Finding Family at Genealogy Conferences

My “New” Cousin and I

It’s definitely a small world and I have to blog about my newfound cousin, Gerhard. I didn’t even realize that the man in the background in the photo, Roland, was in this shot until I uploaded seconds ago. He’s a part of this story, too. Warning you, this is one of my weird genealogy encounters. . .

Last December I was applying to the Society of Indiana Pioneers (SIP) and needed a German translation of a newspaper record I found for my Leininger family. Husband was stumped by the script used and some of the words; the translation wasn’t making sense and online translation programs weren’t helping, either. I posted a request for help on a Facebook page and the Transitional Genealogy Forum (TGF). Roland responded and saved the day. A few weeks later, I was accepted into the SIP and Roland posted about the upcoming International German Genealogy Partnership (IGGP) that was to be held in Ft. Wayne June 9-11.

I have German ethnicity on my paternal side and have never attended a conference specifically for ethnicity. Since I now live in the greater Ft. Wayne area, I was saving time and money on travel, hotel, and meals. I decided the price, date, and location were perfect for me so I signed up with no expectations.

The conference used the WHOVA app which I used for the Association of Professional Genealogists (APG) conference last year. I wasn’t too active on the app last year as I was in the process of moving and had limited time. I highly recommend using whatever social media is available pre and during a conference to get the most out of the experience. Go back after the conference and save links/chats from the app as it is usually only available for a limited time period.

I set up pre-meetings virtually (the conference was hybrid) based on family surnames – Leininger, Kettering, Kable, and Kuhn. Gerhard recognized the surname Kuhn and messaged me that he had information he wanted to share with me in person. We agreed to meet between conference presentations. The message arrived a few minutes after I left Kessler Cemetery where I had just cleaned graves for these ancestors. Weird, I thought.

We met up on Saturday and he brought with him a transcription of military records and a copy of my 4th great-grandparent’s marriage registration. The 4gg’s were the immigrants and are buried in Kessler. I’m a member of the Daughters of Union Vets of the Civil War based on one of their son, Henry’s, service. For my long-time readers, Henry married Maria Duer, daughter of John who is buried in Kessler with no surviving marker.

Gerhard looked up from the table we were at and recognized one of my cousins, who I had never met, passing by. He called her over:

Renee and I

We had messaged each other on the app earlier but her immigrants settled in a different part of Ohio and we weren’t sure we were related. Gerhard knew that we were and explained how.  I brought up my family tree and she recognized another line we share, the Anstatts. 

Gerhard also informed me that another one of my German families that I hadn’t even thought to include in my surname post was having a 200-year immigration reunion in Brazil next summer. Evidently, my Bollenbacher ancestors left Germany, my line settled in Ohio and a brother went to South America. Who knew? Gerhard, thankfully!

This brings me to point out the value of doing surname studies and/or chasing all of your lines’ immigration routes, including their siblings. I have done that with many of my Great Britain families and my Croatian lines but not my French/German. That’s now on my to-do list.

Excluding my three first cousins, I have never met anyone related to most of my French-German lines. Although Gerhard and Renee are not close genetically, we do share a common 4-5th great-grandparent.

I have connected with relatives through DNA matches, online family trees, and the Roots Tech app but I never met with anyone face-to-face at a conference. It is an extra special occasion. My husband and I are now planning a trip next year to tour the region my ancestors and his came from on our way to Sweden to follow in his family’s footsteps. BTW, my husband’s Harbaughs are from a village close to where my Leininger family originated – probably even knew each other back in the 1600s. Yep, small world!

As if that wasn’t enough, here’s another reason to attend an ethnic-oriented genealogy conference – I found information on my British and Croatian lines, too. My Daniel Hollingshead purportedly served in the British military and fought in the Battle of Blenheim where one of his brothers was killed. No info anywhere in Great Britain because neither brother was an officer. I asked for help and was given several sources in Germany to research. Hoping I find a Hollingshead buried there.

I had no expectations I would find any information on my Croatia relatives at a German conference. It didn’t dawn on me that dear old Napolean would have made that connection. Croatia was once part of Austria-Hungary and we all know what Napolean did to that area and what is now Germany. My biggest mystery after researching in Croatia remained to find my great grandfather Josip Kos’ military records. Croatia says they were sent to Vienna; the Austrian State Archives says they are all on FamilySearch. I can’t find them there and haven’t gotten an answer from FamilySearch on where they reside or if they are ever going to be available online. A researcher who attended the conference and is familiar with the records is checking for me in Vienna. Hopefully, I will one day discover the truth behind the family story of why Josip separated from the Calvary.

By attending IGGP and using the Whova app, I was able to get hints for further research on all of my ethnic origins and meet relatives I didn’t know existed. The reasonable fee to attend was priceless!

IGGP has a conference every two years and I plan to attend in Columbus, Ohio in 2015. Perhaps you’ll join me. At the last conference, Hank Z. Jones was honored and I’ve blogged about his books previously. Yes, this was definitely a Psychic Roots encounter.

Tombstone Preservation Products Reviews

D/2 Tombstone Cleaner and Bl Carboff Rubbing Paper 26″ x 100′

Memorial Day weekend I set off to Kessler Cemetery to clean tombstones for a few small memorials that were missing from Findagrave. I had blogged recently about my search and find of John Duer’s stone in Kessler, however, the entirety of the stone could not be read when we visited on a cold March day. Since then, my husband and I researched products that would help us see more information on the stone.

Several years ago, a minister in Pennsylvania who was a cemetery trustee recommended I use a bleach and water solution on a stone I could not read. I drove to the nearest Walmart, and bought a spray bottle, water, brush, and bleach tablets as I was in a rental car and being a klutz, was afraid I’d spill liquid bleach.

That mix worked beautifully, however, I’ve since read that you shouldn’t use bleach on stones as it causes damage. A recommendation online was to purchase a product called D/2 Biological Solution. The product claims it is non-toxic and no scrubbing is necessary.

There were several methods for use outlined on the back of the spray bottle. I selected Immediate Resuz Method as I didn’t have the option of going back in a week. Immediate it simply spray, wait 5-10 minutes, spray again if needed, and scrub thoroughly with a non-metallic brush. Wait?! Didn’t it say that no scrubbing was necessary? !

Followed the directions – the stone had green lichen and black mold on the marble. The stone was from 1885 and faced south on a windy, rural cemetery in northwestern Ohio. Although, with scrubbing, we could remove the lichen, the black mold did not come off. We tried this method with seven other stones, some facing south and others facing north. Same results.

In fairness, the stones were badly worn. Turns out they had been memorialized on Findagrave.com when the cemetery was added about 15 years ago but we couldn’t read names to check. As a backup plan, I decided to purchase blue Carboff Rubbing Paper. The directions were simple – just cut from the paper roll the size you need and rub with a whiteboard eraser over the stone. My family and I tried rubbing vertically and then on a new sheet, horizontally, thinking that maybe we just had to find the right grain. Nope, some letters and numbers were visible but none of the stones were entirely readable.

I had also brought aluminum foil as that had been recommended. Same technique as with the rubbing paper, basically, the same result though it was much more cost-effective.

I will be writing next week about my research on the stones that we worked to preserve. More information was obtained using these products but for the cost, I was not impressed and wouldn’t recommend them.

Allen County, Indiana Courthouse

Rotunda ceiling, Allen County, Indiana Courthouse

It’s time to travel! Since we’ve returned to live in Indiana, hubby and I have decided to get reacquainted historically with our region. We have planned to visit historical sites throughout the Midwest this summer and I’ll be blogging about our amazing finds.

Wanted to start this series off with a courthouse because, as genealogists, we’re used to digging around there. Most people, however, get the willies just thinking of a courthouse visit. I get it – you’re either in trouble or you’ve been selected for jury duty. If your local courthouse was anywhere close to what the historic Allen County courthouse in Fort Wayne, Indiana looked like though, you’d get over the dread quickly.

Listed as a National Historic Landmark, the Beaux-Arts style building was dedicated in 1902. The architecture is breathtaking – from the rotunda to the numerous Italian marble columns, stained glass, and basreliefs in every courtroom. The murals have been repainted as total fools in the 1930s painted over them. (All I kept thinking was that old song “Folks are dumb where I come from” when I heard about the modernization to paint over them.) Unfortunately, the paint used could not be removed but the original drawings were thankfully stored in the Louvre and France graciously shared the design so they have been replicated.

We were lucky to have gotten a tour from a knowledgeable docent arranged through AARP. The Society of Indiana Pioneers to which we belong is planning another tour later this summer and we loved the visit so much that we plan on returning and bringing family with us.

Visiting this courthouse is like going to a fine arts museum. Most courthouses at the time cost about $80,000 to construct; this one cost $817,000!

We were just stunned at how much thought went into the basreliefs, which vary depending on your role in the room. For example, jurists face Lady Liberty to keep in mind their important task of being fair. The defendant faces honesty, and the judge faces justice. Some rooms are themed around Indiana history and highlight famous northeastern Indiana historical figures, like Anthony Wayne and Native American Chiefs.

Interested in taking a tour? Check out the courthouse website to arrange one.

Generation by Generation – A Genealogical Book Review

Photo of book cover by Lori Samuelson

Ahh, beach season is upon us. Most of you might put aside your family history research while you hit the sand at the lake or seashore. I say it’s the time to rest, relax, and plan your colder-weather genealogical research.

I found the perfect book to accompany you in a comfy lounge chair – Generation by Generation:  A Modern Approach to the Basics of Genealogy by Drew Smith (Baltimore, MD:  Genealogical Publishing Company, 2023). Drew is a librarian at the University of South Florida and who better to help you with your family research than an expert in books?

Generation by Generation was designed as the book that Drew wished he had when he began his family history journey. Unlike other beginner genealogy books, this one starts with the basics to prepare you to begin your research and then moves to what primary record sets are available for you to use to find sources from your generation backward in time. I do appreciate the emphasis on beginning with oneself which newbies so often skip in their search for far-flung ancestors. Too often, they realize that they were mistaken and that the folks they had researched aren’t their forebears. Drew’s approach is straightforward and helps to ensure accurate results and organized records.

Throughout the text, the importance of record analysis is stressed without the worry that one is not doing genealogy correctly. Personally, I have met too many beginners who were so concerned about not recording a citation perfectly that they omitted the information entirely. Drew removes the anxiety while encouraging the reader to be cautious regarding spelling variations, different people with the same name in the same place/time, and inconsistency in records. The explanation of the basics of DNA is so well written that I shared it with family members whose eyes often glaze over when I’m talking about autosomal. Now they understand!

I agree that “the best thing that a genealogical researcher can do is to be comfortable with change. You’ll always be learning something new.” This is exactly how this advanced researcher views the information found in this beginner book. I learned that the United States Board on Geographic Names (BGN), which standardizes the place names within our country, has schools as one of their categories on their searchable site. I never thought of looking there and will include that information in an upcoming presentation I will be giving this month.

No spoiler alert here but I also learned a more efficient technique when using WorldCat to search for family genealogies. Who knew? Apparently Drew and if you purchase the book, you will, too.

For a beginner book, there is very little I would have added as the work is concise and nonintimidating for a novice. One item I would have added is regarding PERSI; I highly recommend contacting the publisher of a journal, magazine, or newsletter if you cannot find a local copy and before you request a copy for pay through the Allen County Public Library (ACPL). I research often at ACPL and those folks are wonderful and overworked. I know they would appreciate it if you exhausted all avenues first to find a copy before contacting them.

I highly recommend obtaining a copy of Generation by Generation, regardless of your skill level. As Drew stated, “Your role, as a genealogist, is to tell the real story about your ancestors, and by following these research steps, you’ll have the best chance of discovering the real facts of their lives.” Amen!