Genealogy Do-Over: Month 2, Blog #1

Month 2 – still working on the re-organization of paper files and completing worksheets.  I started with in-law files then decided to tackle the more difficult files- my dad’s.   I am still spread out on our dining room table.  By the end of the month (February, 2017),  dad’s files were done and I began on mom’s files.  Once my documentation system was in place,  the process went a little smoother.   As I quickly reviewed dad’s files to write this blog, I realized that I had forgotten an important item on each document – signing and dating each form. oopsI didn’t start doing that until I was into mom’s files.  So, two months later and I am back into the paper files to make sure that each document is signed and dated.

Why is signing and dating a worksheet or family group sheet  so important?   First, it tells who filled in the blanks.  Many forms have space for this information.  Unfortunately, the forms that I chose do not have a designated space to fill in.  Second, date tells when the form was filled out.  I found many old forms with dates as early as 2001- 2002 and one or two from the 1990s. There had been numerous updates to most of the information since the original form was filled out.  However,  I am keeping the old forms as a record of my research at that time.  Also, these old records helped me to identify research habits that needed changing.

Which brings me to the focus of this month’s activities :  1) establish base practices and guidelines and 2) setting research goals.  Recognizing the need to ‘clean up my act’ was the motivating factor to do this in the first place.

Where to begin?  Start with myself [1].   Goal #1 for month 2: Collect and record information for myself, husband Jay and our parents.   Outcome:   Completed for Jay (husband) and myself on February 2, 2017.  Completed for both sets of parents by the end of February.   This was relatively (excuse the pun) easy.  In 2011, I became an official Daughter of the American Revolution (DAR) and had collected my documents for that application.  In 2013 and 2014, I created family history scrapbooks for my in-laws and had collected many of their documents.  A DAR application for my mother-in-law finished the collection.  Birth, death, marriage, divorce certificates are now in appropriate folders for these two generations.  Individual checklists are filled out as much as possible.  Our siblings have their own family group sheets and checklists.  However,   I don’t have their birth & marriage certificates.  More items for the To-Do list! Oh, well!

Now, onward to Generation 3 , grandparents.  I have the documents for my paternal grandparents as result of DAR application.  My maternal grandparents were born in New York in late 1890s. I began getting certificates last year but not in any systematic manner.  Last year,  I had written for, and received, a death record for my great-great-grandfather, who died in 1898 in New York.  New York has wonderful records!Love NYI already have my grandfather’s birth certificate, sent to me by a New York cousin, so my grandmother was next on the list. Birth certificate received on March 14, 2017!  Here’s a partial transcript.

Full name of child: Amalie Charlotte Maurer
Sex: Female. No. of child of mother: 5 
Date of Birth: 26 May 1892. Hour of birth: 4 pm
Place of birth: Hopkins Street 
Mother’s full name: Anna Maurer. Age: 28 years
Mother’s maiden name: Klee Birthplace: Brooklyn
Father’s full name: Herrman Maurer. Age 32 years
Father’s occupation: mat???llmoulder Birthplace: Brooklyn

Seems like routine information.  But, there were several surprises.  First,  name of child.  I had always heard that Gram’s name was Charlotte.  Family and friends called her Lottie.   Her middle name has been reported as both Anna and Amalie.  Amalie was her first name!  Make corrections to all of my records.  Second,  she is reported as 5th child of her mother.  Wait a minute – according to my records,  Amalie Charlotte was Anna’s 4th child!  Another item for the To-Do list:  discover 5th child born to Herrman and Anna between December, 1883 (date of their marriage) and May, 1892. So tempting to follow that BSO now!  And, finally, just what was Herrman’s occupation??

Enough for this post!  In my next post, I will explore more of my not-so-wonderful research practices and what I am doing to improve.

Genealogy Do-over: Month 1, Part 2

Progress report:  Month 1,  Goal #2:  locate/ sort/ file essential documents and those that ‘”took considerable time, effort and money to order or collect.   Set aside for later review.”[1]

As of April 24, 2017 (Month 4),  this task is finally, almost complete for maternal & paternal lines, maternal  & paternal- in-laws families, taking much longer than I anticipated.  But, then, I realize that there are 500-600 people (or more) in each tree,  going back 5-7 generations.  Yes, not all of those people are directly related to us!  My husband said, more than once, “I hope that all of this  will actually help!” as I totally took over a dining room table.  Son #2 has his computer on our office desk so that space isn’t currently available.  I kept telling husband and sons, and reminding myself, that it was as much for those who will inherit my files as for me now.  I think that their eyes glazed over more than once when I tried to describe why I was doing this!   During the re-organization process,  I tried to carefully review documents.  I jumped ahead to Month 4 (research log) for a couple of brick walls and questions that came up.   I am proud of myself that I only followed 3-4 BSOs!  Staying away from those is a definite challenge!

What is a BSO?  BSO stands for “Bright and Shining Object”.   According to Thomas MacAntee [1],  a BSO is anything that “can cause your research to be derailed while you lose focus on your original research goal.”   For me, this has included not only those hints on the genealogy websites but a note that a town in the 1880 census no longer exists (spent 2 hours finding out more that was not really relevant to our family’s history), a 1940s newspaper clipping about a boy with our surname (turns out he was son of a 2nd cousin) and the death certificate of wife of  distant relative (until 2 am tracking her parents).   He recommends using a To-Do List.  To-Do lists include what you are trying to find, what you have found, and what you need to find to meet your research goal.  Basically, it’s a research plan and incorporates the BSO that is tempting you.

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BSO example #1:    Finding 1st wife of  my  maternal great-great grandfather, Jeremiah Tucker.  According to oral family history, his wife’s name was Margaret/ Maggie Irwin.

Census records for 1870, 1880 & 1900 show Jeremiah and wife, Margaret.   A closer look at 1900 census record shows that Jeremiah & Margaret have been married for 33 years or estimated marriage year about 1867.  So, what’s the problem?  1870 census record – child, Lavinia, age 8 (born about 1862).  1880 census – daughter, Lanna, age 18.  If marriage information given in 1900 census is correct, then Margaret is probably Jeremiah’s 2nd wife.   Next item of interest already in my files, death certificate for George Tucker (age 3 in 1880) — his mother’s name is listed as Margaret Collins.  Wife, Margaret, listed in 1870/1880/1900 census records died before Jeremiah, who died in 1914.

Was  Jeremiah Tucker married to another woman named Margaret ?

This is definitely a BSO!  At any other time, I would have gone after this immediately.  But, I restrained myself .  So, here is the To-Do list:

  1. Confirm death date & location for Margaret Tucker.  Obtain death certificate.
  2.  Confirm death date & location for Lavinia Tucker; obtain death certificate.
  3. Obtain death certificates for other children of Jeremiah & Margaret – William Frederick Tucker (my great-grandfather),  Augusta Tucker Sanford.
  4. Search New York marriage records for Jeremiah Tucker and 1st wife, possibly also named Margaret, years 1860 to 1862.

During the re-organization & review process,  I encountered more BSOs and was able to avoid the temptation most of the time.  Frustrating?  Yes,  because I REALLY want to find the answer to the questions!   I will discuss other BSOs and my experiences with research logs  in a later blog.

For the moment,  I am beginning to see the benefits of the time spent on the re-organization of my files.  For each person, I can quickly scan 1 or 2 sheets of paper and see exactly what I need to find.  I also have entered  questions on the to-do tab in my genealogy software program.  Most of these will eventually be entered on the more detailed research logs.  And, future searches will, hopefully, be more focused and efficient because of time spent now.

Still to be done:   complete scanning of BMD certificates sent to me from cousin.  Put original certificates in archival quality plastic sleeves in appropriate notebooks.

[1] Thomas MacAntee, The Genealogy Do-Over Workbook. (CreateSpace Independent Publishing Platform, 2016);  download from Amazon.com

Genealogy Do-Over: Month 1

This post is a summary of my plans and accomplishments for Month 1 of  my Genealogy Do-Over.  First question is:  how did I find out about the Genealogy Do-over?  As I remember (it has been 4 months now),  I knew that I needed to re-organize my genealogy files.  But, I wasn’t sure how or where to start.  The job seemed overwhelming with multiple family lines.  When I converted from Family Tree Maker to RootsMagic™ in January, 2016, I joined the RootsMagic facebook group.  Someone in that group mentioned the Do-Over and I went looking.  At last, structure and directions!

Focus for Month 1 is ‘Setting research aside’ and ‘preparing to research’ (Source: Thomas MacAntee, The Genealogy Do-over returns for 2017 ( http://www.geneabloggers.com/genealogy-month-1-january-2017 : accessed 2 Jan 2017).  You mean that I won’t actually be doing any genealogy research for awhile?  OK,  I’m in!   Goals:  organize files (digital & paper), review documents, list current research habits.

DISCLAIMER:  I adapted ideas from others.

Goal #1:  Organize files.

  1. Move scattered media files for each family tree to one location on computer.  Results:  Completed 16 Jan 2017.  Created a media folder for each family tree.  Moved media from various locations to respective media folders.   New research habit: place media item in appropriate media folder as soon as item is copied or downloaded.  Decide rule for naming  media items. Follow rule.
  2.  Color code paper files.  Results:   Purchased colored file folders in January, 2017.  Assigned color to each family tree (father, mother, father-in-law, mother-in-IMG_0335law, nephew, brother-in-law).  Filing system:  direct line ancestors in colored folders; siblings, children, cousins, other non-direct line persons in manila folders with appropriately colored dots.   Completed conversion of  files for parents & parents-in-laws to new system as of today (13 April 2017).
  3.  Consistent paper trail for each family/ person.  So many choices!  I have multiple samples of family group sheets, research logs, tracking sheets, migration/ biography sheets.  Executive decision to use these forms:
    1.  5- generation pedigree.  Created from home person (father, mother, father-in-law, mother-in law) for each tree from RootsMagic.  Circled specific generation in the paper file and placed this as first page in each file.   Reason rapid identification of where this particular family fits.   Pedigree file example010
    2. Family Group Sheet: National Archives & Records Administration (NARA).  2- page (or front and back) form with space for 15 children.  Limitation:  No designated space to add compiler & date compiled.  I add this information at the bottom of the sheet.
    3.  Individual worksheet: Midwest Genealogy Center, Mid-Continent Public Library System, Missouri.  Fillable PDF.
    4. Research checklist:   Midwest Genealogy Center,Mid-Continent Public Library System, Missouri . Fillable PDF.
    5. Biographical outline:  Excerpted from The Unpuzzling Your Past Workbook, copyright 1996 by Emily Anne Croom.  Used with permission of Betterway Books, a division of F&W publications, Cincinnati, Ohio.  Check your local library for a copy of this book

Goal #2:  Review documents.  Ongoing; subject for a later post.

Goal #3:  List current research habits that need repair:

  • Following leads wherever the search takes me.   Remedy:   Set specific objective for each session.  Stop when objective met.  Repeat as needed and as time permits.
  • Following rabbit trails (aka “bright shining objects” — Thanks, Thomas MacAntee for that insight!).  Remedy:  STOP.  Go to Remedy #1.
  • Inconsistent citations/ documentation of sourcesRemedy: Use RootsMagic source citation templates. (Note: deferred for now).  Buy Evidence Explained book (done); consult EE website as needed.     Document sources immediately.
  • Relying too much on online family trees.  Also, not  transferring data/ documents to RootsMagic trees. Remedy:  Use other resources.  Transfer data/ documents as soon as possible after review, ideally before ending session.
  • Rare use of research logs.  Remedy:    Locate or design research log format.   Test use of research log.  Outcome:  Decided to use research log created by Thomas MacAntee.  Test case:  subject for another post.

Enough for today! Enjoy your weekend!

 

Posting [my] family roots – Welcome

Welcome to the ‘Posting family roots’ blog!  My name is Susan Posten Ellerbee and I am the designated family genealogist.  I have been doing genealogy for 20+ years.  My primary research focus has been on the families of my parents and my parents-in-law, specifically:

  • Posten (dad’s family) – Northeast Pennsylvania & New Jersey with French origins on his mother’s side.
  • Tucker (mom’s family) – New York with German origins on her mother’s side.
  • Ellerbee (father-in-law’s family) – Texas, Alabama, Georgia with English & Scandinavian origins.
  • Johnson (mother-in-law’s family) – Texas, Arkansas, Alabama, Mississippi, with English & Irish origins.

I am starting this blog to catch up with my Genealogy Do-Over, hosted by Thomas MacAntee,   http://www.geneabloggers.com/tag/genealogy-do-over  

After 20+ years of genealogy, my files (both digital and paper) are a mess!  Re-organization and improving research techniques are the overall goals for the next year. 

My history as a genealogist

Like most of us, as a child, I heard family stories from mom, dad, grandparents and other relatives.  And, like many, I acted like I was interested then went on to other things.  As an adult, I had a unique opportunity when I decided to attend graduate school at the University of Utah in Salt Lake City.  I attended a beginners’ genealogy class between formal courses and classwork.  I bought an early version of the Personal Ancestral File (PAF) program on a floppy disk for use on our now archaic 40 MB home computer. 

Finally, I began really listening to my parents and writing it down.  I also began tracking information from my in-laws.  The result was 4 notebooks, multiple pedigree charts and family group sheets.  The internet opened a entire new world of information and contacts.  Two children meant that genealogy work was intermittent, at best, during the next 10-15 years.  My parents’ deaths ( in 1998 and 2007) temporarily closed those sources of information.

In 2008, I asked for, and received a copy of Family Tree Maker software program.  At about the same time, I discovered the Ancestry online website.  My research became a little more organized.  Then, in 2010, a chapter of the Daughters of the American Revolution was formed in our community.  Family oral history from my dad’s great-aunt showed a Revolutionary War patriot ancestor.  This would be easy!  Well, the named ancestor, Jacob Posten, might be related but I am not directly descended from him. That is a story for another time!  I was able to trace lineage to another Revolutionary War patriot through dad’s mother’s grandmother and I became an official Daughter of the American Revolution in 2011.  A first draft of dad’s family history was written and sent to his youngest sister, the last of the 6 children still alive.  (Note:  This history needs serious revision!)

Genealogy then turned to my in-laws, to fulfill a promise made to them.  The results were scrapbooks for each of them — a new hobby found!  I traced my father-in-law’s mother’s family to North Carolina in 1780s.  Branches of my mother-in-law’s family were traced to early 1800s/ late 1700s Maryland.

My research techniques became sloppy and scattered.  I relied mainly on one or two online websites and did not routinely check sources for consistency and reliability.  Research logs?  Practically non-existent.  Searching at 2:00 am for the father-in-law of  the stepson of a 3rd cousin?  Been there, done that!  Need a copy of a census record? Just print it, then discover that I already have 2 copies.  Which brings me to one purpose of this blog – to document progress in my Genealogy do-over.  

In my next blog, I will start with Month 1 activities.  See you then!