Sydney Cruise Dixon: Finding
the Elusive Ancestor
Planning, Organizing and Implementing
Genealogy Research
Finding the Elusive Ancestor
Main Line Genealogy Club
November 12, 2015
Sydney F. Cruice Dixon
Are You Using Proven Genealogy Research Methods?
• Did you develop a genealogy research goal; create a research
plan; and follow it?
• Are you using the genealogy Wikis?
• Are you moving from the known to the unknown in your research?
• Are you using the genealogy Wikis?
• Are you doing very targeted and specific searches?
• Are you using the genealogy Wikis?
• Are you extracting everything you can from the
records/sources?
• Are you taking your research in the direction the records are
pointing?
• Are you avoiding a particular research area because you need
to develop new genealogy
• Have you truly done a Reasonably Exhaustive Search?
• Are you organizing your research results so you can identify
patterns, holes, etc.?
• Are you researching collateral family members, friends,
associates, and neighbors?
• (Using the FAN Principal)
• Are you using Maps in every step of your research?
• Are you looking at indirect and negative evidence?
• Are you researching the type records; the time period; and the
geographic location?
• Are you looking at your research in historical context?
Planning, Organizing and Implementing Genealogy Research
Develop a Research Goal
Developing a Focused Genealogy Research Question:
A focused genealogy question must be clear and specific.
Your genealogy question must be about a documented individual.
Your research question should ask for specific information
regarding your individual.
Your genealogy research question may seek to answer one of
these three issues about
your research subject, but not all three: determine
relationships, clarify identity, or
determine participation in a specified activity.
Examples of focused genealogy research questions:
Who were the parents of the Samuel Armpriester who married
Virginia Clifton in
Burlington, New Jersey in 1846?
© 2015 Sydney F. Cruice Dixon. All Rights Reserved
Is the Henry Mahan listed on the tax records of Franklin
County, Pennsylvania in 1793
the same Henry Mahan that married Hannah Musgrove in Burlington,
New Jersey in
What service (if any) did Whittington Clifton, whose children
were born in Lewes,
Delaware in the 1790s, provide during the Revolutionary War?
Developing a Research Plan
Organize Known Facts and Information:
Determine and record any known facts/information about your
research subject.
Include the sources of the known facts/information e.g.: State
death certificate, Interview
with Aunt Millie, etc.
Organize the information according to whether the information
is documented or
undocumented.
Try to verify any undocumented information about your research
subject - this may lead
you to additional documented facts.
Develop a Research Strategy:
Determine the available resources for your subject’s time and
place – Use Ancestry.com
Wiki and FamilySearch Wiki as they contain both geographic and
ethic research guides.
Research and choose the documents/sources that would provide
the best information to
answer your research question – see the FamilySearch.org
“Original Records Table”
https://familysearch.org/learn/wiki/en/Use_the_internet_for_family_history_research#Appendix
_B.E2.80.94Original_Records_Table
Create a Written Research Plan:
Write down and prioritize your targeted sources.
Make sure you organize your research plan so you are
researching as efficiently as
possible: geographic location, record type, etc. – you don’t
want to make a return trip to a
First use original records with primary information - only use
derivative sources when
original records are unavailable.
Research Implementation:
Research Arrangements:
You may need to make arrangements in advance to access some
records – always
thoroughly research a repository’s hours and regulations prior
to your visit. You may
want to call them in advance to make sure the record collection
you seek is not closed for
restoration, etc.
If you are making a field trip to repository make sure you
have done as much of your
research from home as you can. Thoroughly search the
repository’s online catalogs or
finding aids so you have all the necessary information (call
number, record group
number, microfilm number, etc.) to access the records as quickly
as possible.
Follow your Research Plan.
© 2015 Sydney F. Cruice Dixon. All Rights Reserved
Make sure you pursue the records and documents that are not
digitized on the Internet.
Many researchers continue to search the Internet even though
they know the real
information they seek is contained in a document that has to be
requested by mail.
Be flexible - you may find information that leads you to
sources you had not identified in
your original plan.
Track Your Research – Research Logs:
Keep a research log of all the resources (indexes, books,
websites, databases, records)
and places you have searched even if you did not collect useable
information.
Record the name of the source, the date, the repository for
the source, the reason for the
search, notes about the search and the source citation.
A research log can be recorded on paper or a spread
sheet. Familytree Maker and other
genealogy software packages contain research logs and research
notes as part of your
family tree data. Evernote is another excellent program to
store research notes and logs.
Ancestry.com and FamilySearch.org. both have blank forms for
research logs and
research notes that you can print or download.
Record complete and accurate citations of all your sources.
Evaluate your Findings:
If you are not finding the information you need you may need
to expand your research or
redirect your research.
If you have answered your research question you may want to
establish a new genealogy
research question and start the process again with a new
research plan.
Ways to Organize Information and Correlate Evidence
Use spreadsheets to make it easier to sort by different
criteria: address, given names,
occupation, dates, county, state, etc.
Create and sort tables by: person, family group, surname,
record type, geographic
location, occupation, or chronologically
Use and maximize the automatic timeline that is built into a
person’s profile page on the
Ancestry.com family trees
By organizing the data and breaking it down into smaller
pieces it can help to you to
solve the larger more challenging research problems
The Genealogical Proof Standard – Five Elements
A reasonably exhaustive search
Complete and accurate citation of sources
Analysis and correlation of the collected information
Resolution of conflicting evidence
A soundly reasoned, coherently written conclusion
© 2015 Sydney F. Cruice Dixon. All Rights Reserved
Research Check List
• Acts, Journals
• Local Parish Rs
• Local Church hist.
• Wills, Estates, etc.
• Naturalization Rs
DNA Tests & Studies
National Records
• Censuses
• Mortality Schd.
• Military Rs.
• Pension Rs.
• Passenger Lists
• Immigration Rs.
• Land Rs.
• Special Rs.
Libraries & Historical
Societies
• Indexes, special
• Misc. genealogies
• Printed Histories
• Occupational Hists.
• Biog. compendia
• Manuscript Hists.
• Obit col/indexes
• CemRs/grave inscr
• Abstract volumes
• Maps
• City & County
• Cemetery Rs/grave
• Public Histories
• Newspaper Files
© 2015 Sydney F. Cruice Dixon. All Rights Reserved
Helpful Internet Sites and Articles:
• Ancestry.com http://www.ancestry.com
• Ancestry.com Wiki
http://www.ancestry.com/wiki/index.php?title=Main_Page
• Chronicling America, Library of Congress
http://chroniclingamerica.loc.gov/
• Cyndi’s List http://www.cyndislist.com/
• Daughters of the American Revolution http://dar.org/
• Eastman’s Online Genealogy Newsletter http://blog.eogn.com/
• Familysearch.org http://www.familysearch.org
• FamilySearch. Wiki
http://familySearch.org/learn/wiki/en/Main_Page
• Family Tree Magazine
http://www.familytreemagazine.com/info/researchforms
• Find A Grave http://www.findagrave.com/
• Fold3 http://www.fold3.com/
• Genealogy.About.com http://genealogy.about.com/
• GenealogyBank http://genealogybank.com/gbnk/
• GenealogyInTime Magazine’s Top 100 Genealogy Website for
2015
http://genealogyintime.com/articles/top-100-genealogy-websites-of-2015-page02.html
• Newspapers.com http://www.newspapers.com/
• Pennsylvania Historical & Museum Commission Genealogy
Research Page
http://www.portal.state.pa.us/portal/server.pt/community/genealogy/3183
• Stephen P. Morse's One-Step tools http://stevemorse.org/
• Devine, Donn. “Research Cornerstones: Plan the Attack”
Ancestry.com
• Family Search. “Original Records Table” FamilySerach.org
http://ancestrylibrary.custhelp.com/app/answers/detail/a_id/4681/~/research-
cornerstones%3A-plan-your-attack
https://familysearch.org/learn/wiki/en/Use_the_internet_for_family_history_research#Appendix
_B.E2.80.94Original_Records_Table
http://www.bcgcertification.org/skillbuilders/skbld911.html
• Jones, Thomas W. “Focused Versus Diffuse Research,” On Board
• Powell, Kimberly. “Think Like a Detective – How to Develop a
Family History Research
Plan” Genealogy.About.com
http://genealogy.about.com/od/basics/a/research_plan.htm
• RootsWeb.com www.rootsweb.ancestry.com
Suggested Reading and Resources:
Board for Certification of Genealogists. Genealogy Standards.
50th-anniversary edition.
Nashville, Tennessee: Ancestry, 2014
Colletta, John Philip. They Came in Ships: Finding Your
Immigrant Ancestor’s Arrival
Record, 3rd ed. Orem, Utah: Ancestry, Inc., 2002
Eales, Anne Bruner and Robert M. Kvasnicka. Guide to
Genealogical Records in the
National Archives. Washington, D.C.: National Archives and Trust
Fund Board, 2000.
© 2015 Sydney F. Cruice Dixon. All Rights Reserved
Eichholz, Alice. Redbook: American State, County, and Town
Sources. Provo, UT:
Ancestry.com 2004
Greenwood, Val D. The Researcher’s Guide to American
Genealogy, Third Edition.
Baltimore, MD: Genealogical Publishing, Inc. 2000
Jones, Thomas W. Mastering Genealogical Proof,
Arlington, VA: National Genealogical
Mills, Elizabeth Shown. Evidence Explained: Citing History
sources from Artifacts to
Cyberspace. Baltimore, MD: Genealogical Publishing Co., 2007
Mills, Elizabeth Shown. Profession Genealogy: A Manual for
Researchers, Writers,
Editors, Lecturers, and Librarians. Baltimore, MD: Genealogical
Publishing Co., 2001
Neagles, James C. U. S. Military Records: A Guide to
Federal and State Sources,
Colonial America to the Present. Provo, UT: Ancestry
Publishing, 1994
Szucs, Loretto Dennis and Lueking, Sandra Hargreaves, editors.
The Source: A
Guidebook to American Genealogy. Third edition. Provo, Utah:
Ancestry, 2006