Lesson 6:
Using Documents in Archives

To be rooted is perhaps the most important and least recognized need of the human soul.

—Simone Weil, The Need for Roots


You started the search for your ancestors at home, talked to members of your extended family for more answers, and wrote to a vital records center for additional information. By now, you should have learned some basic facts about your ancestors: names, dates, and places. But few people start a genealogical project just to learn names, dates, and places.

By searching records in local, state, and national archives, you will add “flesh” to the “bones” of your ancestors. As you learn more about how they lived through deeds, immigration papers, census records, and wills, they will become three-dimensional characters. You will learn about their neighbors (through land grants), their income (through tax records), and their legal transactions (through court records). Throughout this process, you will be able to verify much of the information recorded in the family interview in Lesson 3, and family legends discovered along the way.

Genealogists spend most of their research time in archives. In this lesson, you will look at the types of documents found in an archive and learn what information is likely to be found in each type of document.
 

Sources of Genealogical Information in Archives

Listed below are records typically found in archives and the information you can expect to find in these records. Note that there is no standard method of generating, storing, or retaining records. Therefore, records of the same type might not contain the same data. Use the descriptions below as a guideline only. Do not be disappointed if the information you seek is not in the first document you check. Some information is duplicated in different types of official records.


Wills/Probate Records
Wills are documents made by people who want to specify where their property will go after they die. If a person dies without having made a will, the government decides how to dispose of the person’s property, and a probate record is created.

Information found in wills:
  -Name of deceased
  -Date of will and place it was made
  -Date and place the will was recorded (after person’s death)
  -Names and relationships of heirs and others, and property received
  -Name of executor of will (person in charge of carrying out will)
  -Names of witnesses to will

What wills tell us:
  -Family relationships (sometimes they are the best source of this information)
  -Names of close friends, neighbors, and, sometimes, employees of deceased
  -Real and personal property owned at time of death

Wills and probate records are most likely found in local records repositories.

Deeds/Land Grants
Deeds are records of property transfers between individuals.

Information found in deeds:
  -Name and address of grantor (seller of property)
  -Name and address of grantee (buyer of property)
  -Amount and description of property
  -Amount of money paid for property
  -Date of sale
  -Names of witnesses to deed

Land grants, or land patents, were given to people who received land from the government.

Information found in land grants:
  -Name of grantee (person receiving land from government)
  -Date grantee settled in area
  -Place of origin
  -Size of land grant and description of area

What deeds and land grants tell us:
  -Where a person lived at a particular time in the past
  -Person’s occupation or ethnicity (sometimes listed)
  -Family relationships (when property was divided among children, for example)

Deeds are most likely found in local records repositories. Land grants are most likely found in state and national records repositories.

Court Records
Court records can include descriptions of personal property, information about relationships between people involved in court cases, and financial information (income or individual sales of goods and services). These records vary in content, but can provide information about ancestors’ personalities and priorities.

Court records can be found in local, state, and national (U.S. Supreme Court) records repositories.

Tax Records
Tax lists are kept for personal property taxes or land taxes, and they vary from area to area. Tax records are kept in local and state records repositories.

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Military Records
Military records include muster rolls, payrolls, and, most useful, pension records. People who retired from military service were entitled to receive a sum of money, or pension, from the government. To receive a pension, a person had to prove military service and provide other information.

Information in pension records:
  -Name, rank, and time served in military
  -Dates and locations of service, including battles fought
  -Names of family members (widows and children of deceased servicepeople were entitled to receive pensions)
  -Hometown

Most military records are kept at the National Archives in Washington, D.C. Military records in state repositories include records of colonial militia dating before the Revolutionary War and pension records of soldiers who served in the Civil War.

Census Records
The U.S. census, started in 1790 and taken every ten years since, is a count of the population of the country. The census provides information that sometimes cannot be found in any other record.

The information gathered in the census has changed over time, so some census records contain more information than others. Early census records often listed the name of the head of household and the number of males and females living in the house by age groups. In 1850 census records began listing the name, sex, and age of every person living in the household.

Basic information contained in the census:
  -Name of each person in household
  -Address
  -Age
  -Sex
  -Race
  -Occupation
  -Value of real property (in 1860 a listing for personal property was added)
  -Place of birth
  -Marital status
  -Academic status

More detailed census records include the following information:
  -Citizenship status of males over 21 (added in 1870)
  -Relationship of person to head of household (added in 1880)
  -Marital status (added in 1880) and number of years married (added in 1900)
  -Employment status (added in 1880)
  -Year of immigration to U.S. (added in 1900)
  -Status as homeowner or renter (added in 1900)
  -Ability to read, write, and speak English (added in 1900)

Find forms for recording census information in Emily Anne Croom’s book Unpuzzling Your Past. Because census records have changed over the years, Croom has created a separate form for nearly every decade. Also find census forms at the Family Tree Maker Web site: http://www.familytreemaker.com/00000061.html.

Some states also conducted censuses. These records as well as microfilm copies of U.S. census records for your state can be found in state archives. Copies of all U.S. census records are located at the National Archives in Washington, D.C., and at eleven regional archives in Atlanta, Boston, Chicago, Denver, Fort Worth, Kansas City, Los Angeles, New York, Philadelphia, San Francisco, and Seattle.

Note: Census information remains confidential for seventy years to protect the privacy of U.S. citizens. The most recent census available today for genealogical research is the 1920 census, which was declassified in 1990. The 1930 census should be available sometime in 2001.

Census records are not completely accurate. Census takers made mistakes, especially in spelling names. And the handwriting in many records is hardly legible!

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Immigration Records
These records are kept at the National Archives in Washington, D.C., and are filed by port of entry (the place where an immigrant is permitted to enter the country). They are mostly passenger lists for ships arriving in 1819 and later. Several indexes of this information exist, some organized by nationality, and are available in libraries with strong genealogy collections. This information can be complicated to find, so ask for help!

Newspapers
Old newspapers often provide information on the communities in which your ancestors lived, the events, and sometimes even the gossip of the day! You’ll find ads for businesses and professional practices (doctors, lawyers, etc.), public announcements (town and church meetings), notices of estate and personal property sales, obituaries, birth announcements, and “help wanted” or other classified ads. Microfilm newspaper records can be found at local and state libraries and archives. The Library of Congress in Washington, D.C., has the largest collection of newspapers in existence.

Church Records
Churches keep some of the same vital records that local and state governments keep. If you cannot find birth, marriage, or death records for an ancestor, try looking in church records to fill in the gaps. Some church records are available on microfilm, but most are kept locally.

Manuscripts (Personal Papers)
Personal papers can include almost anything. Diaries, letters, and other personal records of your ancestors may have been donated to a local or state archive. Lesson 1 contains information on using these sources.

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Visiting an Archive

Rare is the archival collection that has not sustained some kind of damage in its history. Most archives encounter fires, floods, misuse of documents, and even theft at some point. Some records have been lost to researchers forever. Do not assume that, because an archive should have a document you seek, it will have the document. Following the steps below will help you find documents in archives and use them properly.

Step 1: Know what you want and where to find it. Plan ahead. Determine what documents will answer your research questions. Contact the archive to find out if it has the document you seek. If the archive is in your town, visit it and use the finding aids—indexes to the collection—to determine which records are available. If the archive is not nearby, call or write the reference archivist and ask if the archive has the record you require. Be specific in your request (for example, ”I’m looking for land grants from Bertie County from 1850 to 1875”) because many archives are missing records from certain time periods.

Step 2: Make an appointment to visit the archive. Archives do not require researchers to make appointments, but many archivists will set aside records for patrons who have made appointments to do research. For instance, when you call on Tuesday afternoon to find out whether the local archive has a specific record, tell the archivist that you will come to the archive on Saturday morning to view the document. If the archivist has had to physically locate the document, he or she will probably reserve the document for you rather than reshelve it. This will allow you to maximize your research time at the archive.

Step 3: Follow the rules! Know and respect the rules of the archive you are visiting. Be responsible. You might handle documents that are several centuries old. But handle all documents carefully, regardless of their age or condition, so that they will be available to researchers in the future. Here are a few general rules to remember:

  1. Always have clean hands when handling documents.
  2. Always use a pencil to write in your notebook when you are working near documents. Never use a pen.
  3. Turn pages slowly and carefully. Ask for help with particularly fragile documents.
  4. Be courteous and quiet, and do not interfere with other researchers.
  5. Never have food, drink, or chewing gum around records.
Step 4: Use the record completely. Copy all of the information from a record, even if you are not sure that you will use it later. It is easier to write everything down the first time than to make additional trips to the archive. And the archivist will appreciate having to pull the record from the collection only once. 

Ask for help politely and professionally when you need it. Do not try to do too much in one day. Thank the archivist or records manager for his or her help. When you get home, record the information from your notes onto your Family Data Sheets while it is fresh in your mind.

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8On-Line Archival Record Sources

Keep in mind that extractions and transcriptions may have errors or be incomplete. Use original sources whenever possible and use extractions and transcriptions only as a starting point to help guide your research. Some of the following Web sites below, marked with an asterisk, can be accessed only after paying a nominal fee. Other sites contain commercial advertisements and sell genealogy-related products.

General Resources

*Ancestry.com
http://www.ancestry.com/
This site offers a wide range of genealogical research services—some free, some available through paid subscription—including 800 searchable databases and an on-line family tree application.

*GENDEX -- WWW Genealogical Index
http://www.gendex.com/gendex/
This server indexes hundreds of on-line databases containing genealogical data for over twelve million individuals. Some services are free; others require a fee to access.

*Genealogy Library.com
http://www.familytreemaker.com/glc_deny.html
With a subscription, access a collection of more than 2,500 genealogy databases and primary resources. The company guarantees that subscribers will find an ancestor or else receive a refund.

The Olive Tree Genealogy Index to Passenger Lists
http://www.rootsweb.com/~ote/indexshp.htm
This site contains passenger lists and ship information for many ships traveling from the 1400s through the 1900s, arranged by century and by destination.

RootsWeb Searches
http://searches.rootsweb.com/
This site gives free access to many searchable on-line databases.

RootsWeb Surname List
http://rsl.rootsweb.com/cgi-bin/rslsql.cgi
Search more than 896,000 surnames entries on file.

North Carolina Resources

African American Cemeteries Online: North Carolina
http://www.prairiebluff.com/aacemetery/nc.htm
This site offers names and birth and death dates from African American cemeteries in North Carolina, listed by county.

Census Online Links: North Carolina
http://www.census-online.com/links/NC.html
This site has 220 links to federal and state census and military records, listed by county.

USGenWeb Archives North Carolina
http://www.rootsweb.com/~usgenweb/nc/ncfiles.htm
The USGenWeb North Carolina Archives, searchable by county and surname, were developed to provide transcriptions of public domain documents on the Internet.

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?Lesson Plan: Dissecting an Archival Document
 
Overview: Club members will dissect an archival document, breaking it down into separate facts to determine the meaning of the whole document.
 
Purpose: To learn how to extract genealogical information from archival records.
 
Time: Two club meetings
 
Objectives:  Competency Goal 4 of the N.C. Informational Skills Curriculum, all grade 
  levels (The learner will EXPLORE and USE research processes to meet 
  information needs).
Competency Goals 1, 2, and 6 of the N.C. English Language Arts Curriculum,
   all grade levels.
Skills I, II, and III in the N.C. Social Studies Curriculum, all grade levels.
 
Materials: Copies of 1880 census from Yancey County, N.C. (excerpt)
Making Sense of the Census worksheet
Pencils and notebook paper

Top portion of the 1880 Yancey County census used in this lesson plan.

Procedure:

  1. Distribute copies of the 1880 Yancey county census excerpt and Making Sense of the Census worksheets to club members. Adobe Acrobat Reader is required to view and print the Yancey county census (click here to download this free software). To print this legal size document, 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 census.
  2. Review with the club the information on census records in the “Sources of Genealogical Information in Archives” section of the workshop.
  3. Have students, in groups or individually, answer the questions on the worksheet using a sample household from the census excerpt.
  4. Review the answers as a club. Discuss the process of extracting information from census records. Have students write a short story about a typical day in the life of the Yancey County family.
  5. Assign students the task of finding one census record containing information about their own family and filling out the Making Sense of the Census worksheet.
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Lesson 6 Handouts:

1880 Yancey County census
Making Sense of the Census worksheet

Linebar graphic by Vickimouse (http://www.vikimouse.com/)

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