How to Plan an Efficient Genealogy Research Trip

An online genealogy friend recently asked if I needed any New York City vital records. He was heading to the city and offering to do some lookups for me.

Luckily I use the Task planner in Family Tree Maker to keep a list of items I need to find. I categorize this list by the location of the record, if it's found in a specific repository.

Family Tree Maker includes a Plan tab and this Task list.

So in scanning my list of items categorized as "Archives", I was able to pick out the one document I wanted the most. A few minutes later, my friend emailed me the birth certificate I wanted!

My Task list sure came in handy, but I haven't been keeping it up to date. Let's all prepare ourselves to make the most of any genealogy research trip.

The first step is to fill in your Document Tracker with what you have and what you're missing. For a detailed look at how to use a spreadsheet as your document tracker, see Haven't I Seen You Before? and Case Study On 'Haven't I Seen You Before?'.

For documents you can't access online, make note of where you need to go to access them. That location may be in another state or at a particular library.

For example, most of my family lived in New York City in the past. I need to go to the New York City Municipal Archives for their vital records. Or I may be able to access them at a Family History Center.

When planning to visit a particular library or archive, do your homework first! Your research trip will be much more productive.

For example, last year I vacationed in an area close to where my grandmother Lucy was born. I carved out time for a side-trip to her town and set three goals:

1. See the house where Lucy lived as a baby and was probably born.
2. See the railroad yard where her father Pasquale worked.
3. Visit the town library to see old city directories.

Once my great grandparents' house.

Before my trip, I visited the library's website and corresponded with a librarian. I confirmed that the library had city directories for the years around my grandmother's birth.

My first stop on this side trip was the library's cabinet of city directories. I combed through those books for up to an hour without finding a single listing for my great grandfather Pasquale, no matter which variation of his name I used.

What I failed to do was work with the librarian to see if any other documents from the early 1900s might be useful to me. Was there an old map or photographs showing Pasquale's house at the time of his marriage? That address is a baseball field now. Did they have books about the local railroad station from the time Pasquale worked there?

After the library, I drove to the house where my grandmother Lucy and her parents had lived. I got out of the car and walked up and down the sidewalk to get a good look at the house and the yard. I could picture Pasquale there, tending to his garden.

Pasquale's train station is a museum now.

Next I drove to the train station where Pasquale worked. The station is no longer active, and the depot is now a museum. That was great news! The only problem was it was closed that day.

If I'd done more homework, I could have timed my visit so I could tour that museum. Now I need to make another trip there.

On the way to the train station I passed the Catholic church, St. Ann's. I knew that one of my great grandmother's brothers was married in that church.

Somehow it didn't occur to me that my great grandparents were probably married there, too! I should have gone inside! Months later I learned that the church graveyard contains many people named Caruso—all my cousins.

I enjoyed that side trip tremendously. Standing in front of my ancestors' house, and walking along the tracks where Pasquale worked—that was a wonderful feeling!

But I didn't learn very much, and I didn't do enough to strengthen my family tree.

Here's what I'll do before my next research trip. I hope you'll learn from my mistakes, too.

• Start with the list of items you need to find for your family tree.
• Expand that list to include the basic facts you know about the ancestor in question. For example, on a recent visit to a Family History Center to view several rolls of microfilm, I brought a list of what I hoped to find on each different roll. The list includes when I expected to find my great great grandparents' marriage. It includes when I believe they were born. And it includes other names I want to confirm.
• Get familiar with what's available at the archives, library, or museum you're planning to visit. You don't want to miss out on a collection because you were focused only on another collection.
• Think beyond the dates and names you're seeking. If you're visiting an ancestor's hometown, where did they work? Where did they worship? Where were they buried?

My father has a saying that we kids are tired of hearing, but we know he's right. He calls it the 5 P's: "Prior Planning Prevents Poor Performance".

Before I go off on another family history adventure 5 hours from home, I will do my homework and remember my 5 P's.

Now it's time to start my Prior Planning for my next visit to my ancestral hometowns in Italy. I don't want to waste a second of that trip!

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6 Places to Find Your Ancestor's Maiden Name

Without her mother's maiden name, I couldn't
build my great grandmother's family tree.

What was your biggest disappointment when you began your family tree research?

The 1890 U.S. Census went up in flames.

Yeah, that's a tough one. What else?

Tracing female ancestors is so hard without a maiden name.

For sure. But unlike the 1890 census, you can find maiden names.

Here are some of the genealogy resources that can provide your ancestor's maiden name. You may not be able to get your hands on some of these. Others may not exist for your ancestor.

Any one of these resources may hold the key to unlocking another generation in your family tree.

1. Birth, Marriage, Death Certificates—These documents should contain your ancestor's maiden name. If you can't find them, branch out. Her maiden name may be on her children's birth, marriage, and death records. If you find different versions of her maiden name, weigh your evidence. Is the oldest-recorded document the most accurate? Do you trust the spelling you've found in 3 places more than the unique spellings?
2. Ship Manifest—In some cultures a woman keeps her maiden name for life. If you can find your ancestor's immigration record, you may find her maiden name. If she is not from such a culture, did she emigrate before marrying? To locate her without knowing her maiden name, search with the information you have:
   
   • her first name and age
   • her hometown
   • her year of immigration
3. Census Forms—Decades ago, multiple generations lived in one household. If you can find your ancestor with her husband and children, see who else is living with or near them. If there is a mother-in-law or brother-in-law in the home, you may have found your ancestor's maiden name. If there is a family next door whose first names match the known siblings of your ancestor, they may be her family.
4. Passport Application—Your male ancestor's passport application can tell you a lot about his wife and children. This is especially true if the family was travelling together. You might discover each person's full name, date and place of birth, and the wife's maiden name. Plus, their family photo is priceless! To learn more about this resource, please see Your Family Tree Needs Your Ancestor's Passport Application.
5. Naturalization Papers—Many of our ancestors who came to America had no intention of ever leaving. They officially declared their intention to become a citizen. They filed a petition for naturalization. If all went well, they became U.S. citizens. Each step of the naturalization process generated paperwork. If you find that paperwork, you can learn dates and places of birth, the applicant's father's name, and a woman's maiden name.
6. U.S. Social Security Applications and Claims Index—Several months ago I wrote about discovering my great great grandmother's maiden name with this database. She didn't have a Social Security Number. It was her son's record that gave me the clue I needed. To learn exactly how I did it, please see This Expanded Resource Provided an Elusive Maiden Name. Now I've been able to get her birth record and more.
   
   

   

   Finally! Her maiden name was Girardi.

Genealogy is a treasure hunt. The more clues you can find for your ancestor, the stronger your family tree will be.

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4 Ways to Protect Your Genealogy Research from Disaster

The epic hurricane season and earthquakes of 2017 have everyone thinking about natural disasters. Our hearts break for those who've lost loved ones and all their possessions. It's all unimaginable.

We hope it'll never happen to us, but we know it can. Disasters don't give much warning. The time to plan ahead and protect your prized genealogy research is now.

Don't wait! You must protect your family tree research.

Here are 4 types of safe storage. A combination of these suggestions can give your family tree research the best possible chance to survive a disaster.

1. Online Storage

Take advantage of free online storage services available to you. These include:

• Dropbox—create a free account and use up to 2 GB of storage. Paid plans can give you more storage.
• Google Drive—create a free account (if you don't have a Google account) and use up to 15 GB of storage. You can pay to increase your storage amount.
• iCloud—if you have an iPhone or iPad, you probably have 5 GB of storage available. You can pay to increase your storage amount.
• OneDrive—create a free account (if you don't have a Microsoft account) to use up to 5 GB of storage. You can pay to increase your storage amount. If you subscribe to Office 365 as I do, you get a free terabyte of storage!
• Your Internet provider—find out if your Internet provider gives you access to free storage space.

2. Digital Storage

Of course you will keep your files on your computer hard drive, but we all know computers can go bad. To protect your digital files, you should also make a copy of the files on other media, including:

• CD-ROMS or DVDs
• external hard drives
• another computer, ideally at another location, such as a relative's house
• paid online backup services such as Carbonite
• Upload your family tree, complete with all digital files, to the family tree website of your choice. These include Ancestry, FamilySearch, MyHeritage, etc.

3. Physical Storage

Your paper files need special protection. First, scan your documents and store these files with your other digital files. You can also make paper copies so they can exist in two different places.

To protect your most important original paper documents from fire and flood, consider buying a fireproof safe. These safes are like a small heavy suitcase and can withstand a fire. They are reported to remain intact after a disaster. They're available to buy online or at stores like Walmart. Brand names include:

• Sentry Safe
• Mesa Safe
• First Alert

4. Offsite Storage

If the unthinkable happens to your home, having two destroyed copies of your files will do you no good. You can protect against this by arranging to store one copy at another location.

• If you are storing your digital files in the cloud, that is your second location.
• If you are storing your files on an external hard drive, CDs or DVDs, see if a friend or relative will keep them at their house.

We know we need to protect our work. Can you imagine losing your hard work?

Make the time now—this weekend at the very latest!—and protect your genealogy and family tree research for the future.

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