How to Research ~Beginners

 

Basic Steps for Starting Genealogy Research

 
1. Start by recording what you know about yourself. Write down your own name, birth date, place of birth, parents, grandparents, husband or wife, if married, date of marriage, place of marriage, children's complete names and their dates of birth. This includes talking to relatives to find out what they may know to help fill in info about your family, as much as possible. Get as much info as you can about your family that will be of help in knowing who, when and where they lived. All of this is in preparation before you get into doing actual research with online records.
 
2. Look for family records at home or from relatives, such as bibles, funeral home obituaries, military records, old photos, birth, marriage or death records from older family members, etc., anything that contains information that can help in your research. Write these things down in a notebook, a document on your computer, or whatever else that will be handy and accessible to you to refer to at any time. Be prepared to make a record, a citation, of where you found a document or resource, and include that information along with that specific document so that you and anyone else can easily find that same information again.
 
3. Now that you have Names, and hopefully some ideas of locations where they lived, it's time to start looking for your family in Census Records which exist every 10 years starting from 1790 and are available to the public currently up to 1950. Start with the 1950 Census, looking for your most recent ancestor who was born prior to that year, using their last known location or the birth location, if you have it. Follow your ancestors back every 10 years through the Census, building a Chart for each generation you find. When using Census records, make sure you look at the actual images, record all of the information found in them, and make note of the families surrounding them for several pages both before and after your ancestors. Most often, those neighbors were also related to them, so it is a good idea to keep a separate list of those names with their info, so that you can revisit them later to do some research on who they were, too. Pay attention to what each column in the Census says, they varied each year, and there is great information to be found in them. Download blank copies of Census forms to help you read & understand those columns.
 
4. Once you've learned these basic steps, it's important that you follow-up each of the individual ancestors with additional records for each step in their lives, that is, find Birth, Marriage & Death Records, which will help identify spouses and children to further research. Keep in mind that many States, North Carolina for instance, did not have Birth & Death Certificates until 1913, and that most Southern States had similar time periods, but North Carolina has recorded Marriage Records since 1741, although the vast majority of those early records are not found for every County that existed during that time period, so always read & study about the Locations your ancestors lived in, learn the history of those places, the State, the County; look at maps to see where they lived, and the names of the surrounding Counties and States. Don't just go into research without some basic understanding of where and how people lived in your ancestors time. And most importantly, document and include citations for everything in your tree, attach copies of all documents and save as many of those as possible to your own offline files.
 
I suggest that you use Family Group Sheets, Pedigree Charts or a Genealogy Program software to keep your files organized and to build your family tree. As your research grows, you'll appreciate having all of your information together and more easily managed using a Genealogy software program on your computer, where you may also create your own Charts and Trees to share with your family, as well as a GEDCOM to save copies as backups, or to transfer to other genealogy software, or to an online tree. Some are free some are fairly expensive, but it is best to see which is the best to fit your budget. As info, the most widely used software are FamilyTreeMaker, RootsMagic, and Legacy Family Tree, but there are others which are also available. I suggest that new users post messages in online Message Boards or your Facebook groups for recommendations & opinions from others about their experiences with what they may use.

Even if you are building your tree on a site like Ancestry, FamilySearch, Wiki Trees or some other website, it is advisable that you keep a copy of your tree on genealogy software on your computer or other device.
 
An entire array of free genealogy charts and forms can be downloaded for free here:
Free Charts and Forms
 
Keep these sites handy, they are the census instructions given for each census year:
U.S. Census Instructions 1790-2020
U.S. Enumerators Instructions 1850-1950
 
Some sites that have Census and other Records for Researching are:
FamilySearch.org, a free website with lots of free genealogy records of all kinds. Sign up for a free account to get access to images.
FamilySearch Records Search

As with any site, there is a learning curve for searching on FamilySearch, for instance, it's not the same as Ancestry.com. But it is a very rewarding site since there are many records which are NOT the same as the other. Guides for using FamilySearch are listed below under the FamilySearch Learning Center.

Ancestry.com, which requires a subscription, but has a huge records collection of all kinds.
Ancestry.com

If you decide to use Ancestry.com, please make sure that you read their tutorials in how to research on their site.
Getting Started with Family Trees

Heritage Quest Online, is a genealogy website available free through many local libraries, which includes free home access with the use of a library card. The site includes:
Census
Census Maps
1850 and 1860 Slave Schedules
Mortality Schedules
Agricultural and Industrial Schedules
1890 Veterans Schedule
City Directories
U.S. Indian Census Rolls
Revolutionary War Pension Applications (selected records)
Freedman's Bank Records
Family and Local History Books

Check with your local library website to see if they offer Heritage Quest. Also, some libraries across the country offer use through the purchase of cards from them for a fee, so if your local library doesn't offer HQ, check other libraries for their policies in offering cards for those outside of their area.

A Comparison List of Genealogy Software available
The most popular software packages being used are Family Tree Maker, a.k.a. FTM, RootsMagic, and Legacy. There are others available, but one can check out some of the features and descriptions of what each does on the following pages:

Comparison of Genealogy Software

The Best Genealogy Tools for 2024

You may also want to read through this article: How to Choose the Best Genealogy Software

 

 
Visit either of these websites for guides to help you research:
FamilySearch’s Learning Center, Beginners Genealogy free online video courses. I suggest you select "Research Essentials" which gives you step-by-step guidance.

FamilySearch's newest search project is their Full Text Search options. Read and learn to use it at our FamilySearch Full Text Instructions page.

Getting Started with Genealogy from the North Carolina State Library

Additionally, our NCGenWeb Stateline home page has plenty of resources, grouped by kinds of records which you can explore whenever you like.
NCGenWeb Statewide Information
 

As stated in the title here, this is only a basic step to start your research, so don't stop with just these suggestions. Read books on researching, join local genealogy societies, go to genealogy workshops, visit websites which offer research videos; if you're a Facebook user, check out links to such resources which are always being posted on  genealogy-related Facebook pages, including our own NCGenWeb Project Facebook Group.
 
See also: A Basic Guide to Start Researching Enslaved People

page created by D. Williams

Contact: NCGenWeb Special Coordinator

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Last updated:  August 18, 2024