Lesson
2: Organizing Your Search
Tools
of the Genealogist
To forget one's ancestors is to be a
brook without a source, a tree without a root.
—Chinese Proverb
Genealogy is additive. Genealogy is
never ending. Genealogy is the compilation of thousands of facts into one
family story.
For each generation, multiply the number
of relatives in your family tree by two: two parents, four grandparents,
eight great-grandparents, and sixteen great-great-grandparents! Before
you know it, you will have more information than you can handle. How do
you organize it?
Four-Generation
Ancestor Chart
When beginning a genealogy project, always
start with yourself and work backwards. Genealogical links are made through
parents.
The first worksheet you will use is an
Ancestor
Chart, or family tree. This chart lets you see many generations on
one form. Using the Ancestor Chart provided by the State Archives of North
Carolina, write your name on line 1. Record your birth date in the space
below. Record your parents’ names and birth dates. When filling out an
ancestral chart, always list the father first. Write your father’s name
on line 2 and your mother’s name on line 3. Enter every generation by writing
male names on lines with even numbers, and female names on lines with odd
numbers. Sit down with your parents and fill out the Ancestor Chart as
far as you can. Write all unverified information in pencil so that corrections
can be made when supporting documentation is found.
Adobe Acrobat Reader is required to
view and print the Ancestor Chart (click
here to download this free software). To print this legal size chart,
click once on the printer icon on the Acrobat Reader toolbar directly above
the image, and then click once on the Properties button at the top right
of the Print box. Choose Black Text in the Printout area; Normal or Presentation
in the Print Quality area; Portrait in the Orientation area; Plain Paper
in the Media Area; and Legal in the Media Size area. Choose OK to return
to the main Print menu, load a sheet of legal-sized paper in your printer,
then click on OK to print the chart.
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Family
Data Sheets
Use the Family
Data Sheet to record all of the information about one family group
(parents and children) beginning with the husband’s name. Each Family Data
Sheet will have an even number that matches the even number on the Ancestor
Chart. Family Data Sheet Number 2 will list your father, Number 4 will
list your father’s father, and so on. Fill out the Family Data Sheet with
information about your family.
Record the information in your Family
Data Sheets using the steps below. Remember, be consistent.
-
Write the family (last) name first, then the
given (first) name, for example, Smith, John. You will know whether
a name is a first or last name by its placement. For example, in Morgan,
Hayes, you will know that Hayes is the first name because it
follows Morgan.
-
Write the full name, including the middle
name, if you know it. Write nicknames in quotation marks after the given
name.
-
Write the wife’s maiden name before the given
name.
-
Write dates consistently throughout your chart.
One way to write dates is to write the day, the first three letters of
the month, and the year, for example, 4 Nov 1969. Always use four digits
for the year to avoid confusion about the centuries.
After filling out Family Data Sheet Number
2, fill out Family Data Sheets for your paternal grandfather (Number 4)
and maternal grandfather (Number 6).
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Putting
It All Together: The Genealogist’s Notebook
Time to get organized! Establish good research
habits now to avoid pitfalls in the future. Because so much data is generated
in genealogical research, relying on your memory won’t work. Establish
good note-taking methods, and just as important, a system for retrieving
the information gathered. The easiest system is a Genealogy Notebook.
A notebook works better than separate files
because it is easily transported and expanded. You can take a notebook
into an archive or courthouse records room, without having to leave important
information at home. A large three-ring binder can accommodate many different
materials, from photocopies of original documents to loose-leaf paper for
notes to plastic archival photo pages. You can even store pencils and money
(for more photocopies) inside. In the lesson plan
below, you will assemble your own Genealogist’s Notebook to help organize
your search.
What’s
Missing?
Once you have filled out your Ancestor
Chart and several Family
Data Sheets, you will know what data is missing. These are the first
holes to fill, the first research questions you must answer in the search
for your ancestors.
Take written notes on the information missing
from each Family Data Sheet. In the following lessons, you will learn the
various places for finding that information. For now, start thinking about
a family member you would like to interview in Lesson 3. Who will most
likely be able to help me fill in the blanks in my Family Data Sheets?
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8Related
Web Sites
The following Web sites contain general
instructions on how to begin your research.
Family Chronicle—First Things First
http://www.familychronicle.com/first.html
Genealogy for Kids
http://www.geocities.com/EnchantedForest/5283/genekids.htm
Genealogy Instructions for Beginners,
Kids, and Teenagers
http://home.earthlink.net/~howardorjeff/instruct.htm
?Lesson
Plan: Making a Genealogy Notebook
| Overview: |
Club members will put together a Genealogy
Notebook that will help organize their research.
|
| Purpose: |
To develop a method that will organize
research materials and encourage good work habits.
|
| Time: |
One to two club meetings
|
| Objectives: |
Competency Goal 4 of the NC Informational
Skills Curriculum, all grade levels
(The learner will EXPLORE
and USE research processes to meet
information needs).
|
| Materials: |
Ancestor
Chart, one per club member
Family
Data Sheet handout, fifteen per club member
Three-ring binder or other notebook, one
per club member
Dividers, pencil holders, loose-leaf paper,
photo pages (optional)
Markers, Crayons, construction paper,
glue, color photocopies (optional) |
Procedure:
-
Distribute the Ancestor
Chart and Family
Data Sheets to club members. Give instructions for filling out charts
(listed in Lesson 2: Organizing Your Search).
-
Ask club members to fill out charts as completely
as possible with the help of an older family member and to bring them to
the next meeting.
-
Have members organize their materials in the
three-ring binder or notebook in the following manner:
-
Place the Ancestor Chart as the first page.
This chart serves as a summary of all genealogical links.
-
Place Family Data Sheets behind the Ancestor
Chart in numerical order, from lowest to highest.
-
Place associated documentation behind the
Family Data Sheet to which it relates. For example, place a photocopy of
your mother’s birth certificate behind Family Data Sheet Number 6, which
lists your maternal grandfather as husband.
-
Place any optional materials that you will
use in your research (dividers, photo pages, pencil, and floppy disk holders)
into the notebook.
-
Have club members decorate their Genealogy
Notebooks. They could for example, use color photocopies of family snapshots
from many generations, or reproduce their family coat of arms with construction
paper or markers. They could illustrate a family story, or draw the family
homestead or a map of the country from which they emigrated. Encourage
members to make their notebooks distinctive. But remember, they still have
to be functional!
-
Have members list all information that is
missing from their charts.
-
Ask members to begin thinking about where
they might find the missing information and to note these possible sources
on their lists.
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Lesson 2 Handouts:
Ancestor
Chart
Family
Data Sheet
Linebar graphic by Vickimouse
(http://www.vikimouse.com/)
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