Category: DO THE GENEALOGY

Creating Effective Location Folders for Genealogy Research

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During my brick wall research coaching project with the ForeverⓇ professional genealogist, one of the first assignments was to create location folders for the birthplaces of my ancestor and his wife.  Besides wanting to know who his parents were, I was also curious about how he met his wife.

Creating a locality research reference guide first helps to better understand what events occurred in these locations at a given time.  This also provides some idea of where ancestor families were living geographically.  

Furthermore, locality research provided guidance in finding vital records.  Defining locations and the history behind them gave direction as to where to find these records both online and offline.

I created location folders in both digital format within my Google Drive and paper format in a binder dedicated to collecting locality research findings.  I would build a research reference guide to support documents such as Google Docs and Sheets in Google Drive and printouts of important information discovered along the way.

I also began a collection of information about the language spoken in the locations researched.  The birthplaces being researched had more than one language associated with them.  Political events resulted in my ancestors becoming subjects under rule of nearby countries over time.  

Knowing the language type at a given period of time was significant.  There was a strong possibility the vital records would be in one of three kinds of languages or a combination of them. 

I added information collected about these languages in both my Google Drive and my location binder.  In Google Drive, I created subfolders for each language.  In the binder, I created separate tabs for each country, placing the language information with the correct country. 

My ForeverⓇ professional genealogist provided me with lists for both cumulative research resources and cumulative methodology resources.  These included online links to websites providing information on geographical locations, specifically in Eastern Europe, and resources for locality research, methodologies and many other topics.  

Helpful links included:

As a result, I was able to visualize the why behind my ancestor’s family’s movement in Eastern Europe over a period of time.  This also helped fill in gaps in a timeline before and up to my ancestors’ births with migration maps.  I also was able to identify where vital records could be to assist with answering a brick wall research question.  Locality research made this possible.

Unlocking Family Histories: DNA Matches and Collateral Research Strategies

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During my hunt for anything I could find regarding my ancestor Henry, I discovered a border crossing document from Canada to the U.S.  It revealed Henry in the brother-in-law role helping  his wife Julia’s sister’s husband John.  

This led to the thought that perhaps I could apply Diahan Southard’s Ask The Wife strategy to researching Henry’s wife Julia.  After reviewing Diahan’s Your DNA Guide The Book on this topic, I took another look at what DNA matches had connections with Julia.  Perhaps I could connect with descendants of Julia’s sister Amalia.  

This prompted me to evaluate the couple’s family further.  I happened to have a copy of a set of books that focused on biographies of families from the area where they lived.  Fortunately, there was a biography written up about them. It provided me with the names of their children including married surnames of the daughters of the family.  

This sparked my interest in pursuing some more collateral research.  Even though Amalia wasn’t a direct ancestor to me, I didn’t want to miss the opportunity of gaining some information about Henry through her descendants.  Amalia is what you call a collateral relative, an in-law to my direct ancestor Henry.  

My next move was to check out my Ancestry DNA matches.  I entered surnames associated with Amalia and John in the search box for surnames in DNA match trees.  I found two matches whose direct descendants were Amalia and John as either grandparents or great-grandparents.

Before making any connection with the matches, it was time to “do the genealogy” first.  This meant following my usual process of checking out:

  • Vital records like birth, marriage, death
  • Censuses
  • Obituaries
  • Other records that could give some insight as to names of descendants and their families

I took the time to create spreadsheets and logs with my findings.  Then it was time to connect with Amalia and John’s living descendants.  

The DNA match profiles showed that they were not online in their Ancestry accounts for quite some time. I checked Facebook out after a Google search revealed that one of the matches had a Facebook account.  It looked like the match wasn’t that active on Facebook either.  

I checked the friends and identified some people who appeared to be family members.  Next, I reached out to one of them who graciously responded to a chat and identified how the matches were connected to Amalia and John.  I was also provided with a phone number of a good family source to speak with about the couple.  

Although I didn’t get that much more information about Henry with this research strategy through living descendants, I did find my research efforts paid off.  I was able after going back again to “do the genealogy” that one of Amalia’s children was born in the same location Henry was born.  This did provide me with some background as to how Henry and Julia probably met.

I’m not done pursuing collateral research in regard to Julia and her family, as while I worked with the ForeverⓇ professional genealogist some old records related to them were found.  These will help shape out Julia’s story when I get to that point in writing about Henry and Julia.  Who knows what else I will find?  Time will tell.

Accessing Social Security Records: A Guide for Genealogy Research

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Without knowing how to access a deceased individual’s Social Security Application and Claims Index record, you won’t be able to verify an ancestor’s place of birth, location of residence or parent names.  Instead, you’ll continue to wonder if that record can answer a genealogy research question or get you unstuck from a genealogy brick wall dilemma.

Here’s how you can get access to the record through a request known as a FOIA or Freedom of Information Act request.  It is ideal to have the deceased individual’s Social Security Number.  If you don’t, you still can go ahead with the request.

Step 1.  Online Go To https://www.ssa.gov/foia/ 

Step 2.  Click on Make A FOIA Request.

Step 3.  Click on Request a copy of Deceased Person’s Original Application for a Social Security Card (SS-5) or Numident Record.

This will bring up more information about the process.  The top paragraphs give options of getting what you need either online or by mail.  There is a fee for receiving a copy.

Step 4. Complete the request form and submit along with fee payment.  

That’s all you need to do.

If you need more information about the Freedom of Information Act, visit https://www.foia.gov/faq.html 

The Document That Helped Bust The Genealogy Brick Wall

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For years the question lingered amongst paternal cousins regarding an ancestor I shall name Henry.  Who were Heinrich’s parents?

A record from the Social Security Application and Claims Index was found that had the possible answer to that question.  But, was this record for our Henry, we wondered.  Also, how would we access this record?

When I worked with the ForeverⓇ Family Research professional genealogist who worked as my genealogy project coach, I mentioned this Social Security Application and Claims Index record to her.  The information provided by the index did match Henry’s birth date and was perhaps a match to his birth place.  The Fred and Mary listed as his parents we weren’t clear about.

As a result, the research goal discussed during this coaching session was to confirm the parents of Henry presumably from a location that was once part of Russia but now is in Ukraine.  It was recommended that I build on location information utilizing the JewishGen.org Communities database, even though Henry wasn’t Jewish.  This website also offers extensive other information about regions of Eastern Europe.  

It was also recommended that I get access to the record listed on the Social Security Index.  I learned that a copy of the record can be ordered per the United States Freedom of Information Act.  I was also provided with links for ordering it and the FamilySearch wiki about this record.

The ForeverⓇ professional genealogist told me that it may take a month before I receive the record copy.  Perhaps this is so if the photocopy of the original Social Security Card application is sent by snail mail.

I discovered that opting for electronic access instead of the snail mail option sped up the delivery time.  Within a week’s time I was able to download the photocopy.

I was delighted to see that the photocopy was worth the $30.00 I spent to order it.  The record showed the Henry it named was the Henry I was researching.  The address for where he resided at the time was a match.  

What really sealed the deal was Henry’s signature.  It was identical to his signature on other documents I found.  

This was huge!  It gave me something to work with–I had the full names of Henry’s parents!  Of course, when I shared this with my cousins, they were excited too.

To learn more about how to request a Social Security Application and Claims Index record, click here.

Case Study: Ancestor Identity Crisis

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For years my paternal first cousins got nowhere with attempts of identifying with validation who the parents were of a great-grandfather I will identify as Henry.  I was up for the challenge and began with looking at family trees created by DNA match first cousins.  A number of them identified the parents, William and Ottilie.

I was interested in going back to William and Ottilie’s origins before they emigrated to the Wautoma, Wisconsin, area where they married, lived and died.  The research process started with locating the couple’s obituaries to get some idea who their children were.  

I was able to get this information both online (Ancestry.com, MyHeritage.com, FamilySearch to name a few) and through a library from the Wautoma area.  The librarian was very helpful in locating obituaries that GenealogyBank.com didn’t have, including those of the couple’s children.

I recorded my findings on family group sheets, hourglass charts and Google Drive documents and spreadsheets, citing sources along the way.  But, the information from obituaries for William and some of his children didn’t really add up.  

First, William arrived in Wisconsin in 1870 without Henry.  Henry arrived in 1900, not in Wisconsin, but in Canada and then crossing over the border to live in North Dakota.  It appeared that William and Henry didn’t have any contact over the years.  Henry wasn’t mentioned as one of William’s children in his obituary nor was he mentioned in obituaries of William’s children as a sibling.  

I wondered if the intent was for Henry to join William and the rest of the family years later for some unknown good reason or if they somehow lost contact with each other.  I examined vital records and other documents.  I couldn’t find anything useful to make any sense.

I moved on to making connections with second cousins who I got to know over time from Ancestry and then via Facebook.  I created a private Facebook group for both first and second cousins for collaboration.  Some cousins were told Henry came through Ellis Island before arriving in North Dakota.  Others didn’t know Henry well enough, having been too young to know more than what their parents told them.  

Family history books may have existed, I was told, but they were either sold or stolen.  Anyone who knew anything was dead.

Months later, I circled back to looking at DNA matches on Ancestry.  I wanted to give ThruLines a chance to work with a DNA tree I created for William and Ottilie.  I had only one DNA match connection to Ottilie and none for William.  Shared matches of my cousins didn’t include this match or any matches for that matter for either William or Ottilie.

I went back to “doing the genealogy” by studying locations of where William and Henry lived before arriving in the United States.  William was part of the German immigrant group known as Prussian Netzelanders based on a book compiled by genealogist Brian A. Podoll, C.G.R.S.  This group settled in the Wautoma area.  

One of my cousins indicated he thought Henry’s origins were Prussian, but I could not find any evidence to validate this thought.  Henry’s naturalization documents indicated that he was not born in a location under Prussian authority at the time of his birth.  Far from it.  Census records for Henry showed Henry didn’t come from Prussia either.  

A month later after trying every research trick I knew and looking at William’s children’s vital records, I pursued collateral research amongst William’s siblings.  This led to contact with someone who was not a DNA match but whose Ancestry tree included William’s family.  She was someone I knew from a Facebook genealogy group I belong to as well.

She took a look at my working trees on Ancestry and compared them to her tree, which turned out to actually be her husband’s.  After a lengthy conversation it was concluded that William and Ottilie had no connection at all to Henry.  

At this point, after learning from cousins that they had no idea how it was that this couple were Henry’s parents and added to Ancestry trees, I abandoned further research on them.  I removed them from working trees and my main tree.  

It was confirmed a month later (by now a total of 7 months of research) by another connection I made that this couple were not related at all to Henry.  So, the next question was, who really were Henry’s parents?

Some people may say I wasted 7 months of time only to find William and Ottilie were not Henry’s parents.  But, I didn’t see it that way.  I got the opportunity to put into practice skills that brought me closer to becoming an intermediate level genealogist.  

Lesson learned:  Do not take at face value what someone else has on a family tree.  Do the genealogy!

How To Make The Most of Trello For Genealogy

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You may or may not know what Trello is.  If you do, it’s an online tool to manage projects and tasks.  It’s a system using boards, lists and cards.  You can access it online or via an app on your phone.  

I’ve used it for quite some time but didn’t know how it would work for genealogy.  One day while doing some Googling for genealogy research organization ideas, I discovered that Trello could be used for genealogy too.  

Here are some of the ideas that my Google search generated for making the most of Trello for genealogy:

  • Create multigenerational family trees in a vertical list form, utilizing labels and/or card covers to show how people are related.
  • Log your research in the form of a workflow or a visual tracker to document what you’ve found and cite your findings.
  • Set up a genealogy planner board to house lists for research tasks to do and other activities not related to research.

Here are some online resources I found that were helpful to better visualize how I could tailor Trello to my genealogy research needs:

My Google search resulted in these boards in one workspace titled Genealogy:

  • Family History Book Plan
  • Genealogy Reference
  • Genealogy Courses
  • Genealogy Processes
  • Genealogy To Do
  • Research Log

I started out with creating the Research Log with these lists:

  • Goals
  • Notes
  • Waiting Room (pending contacts with DNA matches/relatives)
  • To Do
  • Research (Ancestor Name) To Do
  • Doing
  • Done
  • Parking Lot (backburner items for another research project)
  • Relevant Resources (websites that I use along with username and passwords kept in the description)

The To Do lists for an ancestor helped me keep in focus what information I already had on that person along with citations of sources and what I didn’t have.  The other lists helped me stay on task to finish DNA match-related projects.  

Eventually, I tailored my Trello boards for genealogy work in tandem with my Google Drive.  They keep me accountable to get tasks completed.  Having the ability to mark or move cards on from the Doing list to Done gives me a great sense of accomplishment. 

How To Use Reverse Genealogy With DNA To Identify Living Descendants: Step 3

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Without making a connection with potential second cousins or their descendants, you won’t be able to get the full benefit of collateral research to have a chance at breaking through your genealogical brick wall. Instead, you’ll continue to be stuck.

Let’s Get Started

The best way to get started is to determine which of your DNA matches would be the best candidates to contact.  Remember that spreadsheet I created back in Step 2?  This is when you can really make use of it!  At a glance you can see who is related to who, who is alive and how best to make contact.  

Start with contacting your DNA match at the site where they got tested.  I discovered that Ancestry’s user profiles show when a user last accessed their account and how often they do. A match who uses Ancestry daily is more likely to see your message than one that hasn’t been online for months.  If that site is the only way to make contact, then go for it.  

Keep your message brief.  Don’t elaborate a lot about yourself.  Start out telling them it’s good to meet them there at the testing site.  Share that you have been working on learning more about a certain ancestor.  Let them know you think they could help.  

Then, just simply state you are looking for anything on a particular surname and location.  If you have a particular question, just simply ask it.

To get them to respond, just end asking them to let you know they got your note even if they don’t know the answers.  

Be sure to make note of this contact.  I enter this information on the Google sheet.  I include the testing company website name and date I sent the note.  

Sometimes, I take this one step further.  If I find that the match is on Facebook, I drop them a Facebook messenger chat note.  I only do this if I have the match’s full name and I have enough info on the match to know I have the right person.  

I’ve also reached out to a match’s child or sibling on Facebook especially if I see that the match isn’t that active on Facebook either.  I’ve been fortunate that the responses I get are positive.  

I briefly introduce myself as a DNA match from the testing company, letting them know I left a message.  You don’t have to do this.  But, it may be helpful if the match doesn’t check their testing company’s account often.  

If you don’t get a response, then know you didn’t miss an opportunity to reach out.  Sometimes, a match will respond months later.  That’s why it’s important that you don’t just settle for one match to connect with. 

In Conclusion . . .

Applying reverse genealogy to DNA using collateral research is helpful for:

  • Determining which cousins beyond first cousins can provide useful information for busting through a brick wall.
  • Figuring out how DNA matches are related.

How To Use Reverse Genealogy With DNA To Identify Living Descendants: Step 2

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After you evaluate records and sources that provide names of the ancestor in question’s relatives, the next step is to do some online research.  You may have names of relatives who may be alive.  But, you need to find out where they are in the present.  They could have moved from the location listed in an obituary, for example.  

You can try out online resources listed below.  But, do not fall for prompts on some of the people finding websites for you to purchase information.  These websites are created by data brokers who make money off of selling information.  Details from a search can give you information like a name, birth year and age, other names associated with the person, people’s names who may be family or acquaintances, addresses and phone numbers.  

Be cautious with pop-ups from websites and fill-in blanks created by BeenVerified.com on some of the websites.  Just get what you can for free and move on. 

Online Resources

  1. Google https://google.com/ 

A great place to start by typing in the person’s name in the search bar.  This may lead you to other online sites like online directory pages listed below.

  1. PeopleFinders  https://www.peoplefinders.com/

Though you can find public records from websites dedicated to genealogy, you can find them on this website if you have a name and some idea of location.  

  1. White Pages https://www.whitepages.com/

If you have a name and location, WhitePages.com is a good resource.  You may be able to find out contact information like a phone number or email address.

  1. Intelius  https://www.intelius.com/ 

This website claims that it is “your go-to resource for finding people.”  Intelius claims that it updates their “people search engine in an effort to provide you with accurate and robust information.”  

  1. FamilyTreeNow https://www.familytreenow.com/

This website is known as a free option to finding living relatives.  Their mission is “to create the best free genealogy site in the world.”  They claim to have living people records in their database.  Just click on a surname.  You can pull up records of various types including those for the living.

  1. Cyndi’s List 

Check out the Finding Living Relatives list on Cyndi’s List for telephone directories https://www.cyndislist.com/finding-people/telephone-directories/ 

  1. Facebook

This is a wonderful place to look for living relatives.  I’ve discovered that it validates I’m on the right track with who is related to whom and if I have the right person.

As you explore these online resources, be sure to record your findings.  You can do that in a research log, but I created a tool to help me visualize what I found better.  

I created a Google sheet in my Google Drive to record match information as I worked through this step.  Here is what it looks like:  

Regardless of how you record your findings, it is important that you take the time to do it.  You will need this documentation for the next step. 

In Conclusion . . .

Finding living relatives using the resources listed above takes you one step further in collateral research.  Read about the next step, making connections, in the next post.

How To Create A DNA Match Tracker

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In my post about using reverse genealogy with DNA (Step 2), I told you about a tool I created to record DNA matches discovered during online collateral research.

I will share with you how I created this tool that I call a living family tracker.  The tracker lives in my Google Drive as a Google sheet. 

Here’s How

Step 1:  Create and name a new spreadsheet

  • Open the Sheets home screen at https://sheets.google.com/ 
  • Click New +.  This will create and open your new spreadsheet.
  • At the top of the page, click Untitled spreadsheet and enter a new title.
    • Surname Living Family Tracker or 
    • Surname DNA Match Tracker

Step 2:  Create column titles on line 1.  This will serve as your header row with columns.

  • Column A:  Name
  • Column B:  Cousin Type
  • Column C:  Parent
  • Column D:  Status of D or L
  • Column E:  Contacted
  • Column F:  Resource Info

Step 3:  Freeze line 1 to keep it in the same place when you need to scroll through the spreadsheet.  On the menu bar, click View > Freeze > Up to row 1.

Step 4:  Record your descendants and/or DNA matches.

  • Name:  Name of descendant (first and last)
  • Cousin Type:
  • Parent:  The name of the descendant’s parent.
    • Example:   Name is Jean.  Her cousin type is 1C1R.  Her parent would be Erin, who is your first cousin.   
  • Status D or L:  Indicate D if person named is deceased or L if person named is living.
  • Contacted:  Indicate Yes if you contacted the person named or No if you didn’t contact the person named yet.
  • Resource Info:  Indicate where you found the person named online.  You can add other comments to it like how the person is related to someone else.
    • Example for living:  23&Me & Facebook; half sister of X X.
    • Example for deceased:  GenealogyBank obit; DNA match.

In Conclusion . . .

You can create the same spreadsheet if Excel is what you’re comfortable using.  If you prefer an offline approach, creating a chart on paper will work too.  What matters is that you have a place to record your findings as you do collateral research online.

How To Use Reverse Genealogy With DNA To Identify Living Descendants: Step 1

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It was May 2023.  I had just finished the DNA Skills Workshop.  I figured out who the main players were of my DNA matches from Ancestry and a few from 23&Me.  But, I was eager to bust through a genealogical brick wall that my newly found first cousins were trying to break through for years.  

I came up with a strategy to identify DNA matches beyond first cousins formally known as reverse genealogy.  These matches had to be second cousins, since the brick wall was the inability to identify the parents of a great-grandfather.  

I thought reverse genealogy, which is doing a search for descendants of a person, dead or alive, would provide me with some clues.  With the brick wall where it was, I couldn’t dig any further into the past.  I decided to start digging toward the present.

If you really want to get technical, doing reverse genealogy leads to what is called cluster research.  The goal of cluster research is figuring out which descendants may have records or information you don’t have.  In this case, “which descendants” were second cousins or the children of the children of the great-grandfather. 

There are 3 steps to my reverse genealogy/cluster research approach:  

  1. Evaluating records and sources that provide names of people related to the ancestor in question.
  2. Doing some online research based on findings from the record/source evaluation.
  3. Making connections any way I can to see if a live one can be contacted to get the information I need.

The First Step

We’ll start off in this post evaluating records and sources that provide names of people related to the ancestor in question.  It’s important to “do the genealogy” first with this step.  

Here are the records and sources I use:

  • Census records.  Go back as far as you can, working your way to the most recent census released.  It’s helpful if you have an ancestor’s arrival date to the country they emigrated to.  You may find a census after that date.
    • Record all of the children’s names of a family unit connected with either the ancestor or the ancestor’s adult child.  These names can be added to a working tree or on a working family group sheet.
    • As descendants of the ancestor marry and have children, add them to a working tree.
    • Continue this process until you can’t find any more census records.
  • Newspaper websites (www.newspapers.com and/or www.genealogybank.com) or a Google search for obituaries and marriages.  Obituaries will often provide names of children and others related to the deceased.  
  • Sources that provide death dates and names of relatives.
    • Social Security Death Index – sites like Ancestry, FamilySearch, GenealogyBank, MyHeritage have this index available from 1962 to 1988, 2014 the latest.
    • State death indexes online are helpful for deaths before 1962.  FamilySearch and https://www.deathindexes.com are good sources to start to check for these.
    • Though www.findagrave.com can be helpful, dates may not always be accurate. 
    • Deeds through a county register of deeds.
    • Death certificates.

In Conclusion . . .

When you’ve determined who your first cousin DNA matches are but need to identify other cousins for an unanswered research question, the reverse genealogy strategy can be implemented.  It’s even better to apply cluster research to gather more detailed information that could give you specifics like names of people who could be on your DNA match list.  

Evaluating records and resources to get those names is an important first step.  Read about the second step in the next post.