Create (or download) genealogy forms with Transpose

I think many genealogists (including me) enjoy forms. We collect data and we like to have a place to put it. I have been playing with a website that allows me to create forms willy nilly and I’m having a great time.

That website is Transpose. It makes it ridiculously easy create forms that you can fill out yourself or share with others via weblink. (So you could create a form to send to cousins, for example, and the answers would form a database in your Transpose account.) You can also publish form templates for others to download and customize for their own use.

I learned about Transpose via Diahan Southard, Your DNA Guide, who mentioned that she used Transpose’s previous incarnation, KustomNote, for creating contact forms that help her organize the many DNA-related contacts she receives.

Since creating my (free) account on Transpose, I have created a bunch of forms, including several genealogy-related templates that I’ve been using regularly.

I’ve made three genealogy templates public:

  • Genealogy conference notes (which was really handy when I was taking notes at the Southern Illinois Genealogical Society’s conference)
  • Genealogy task list (which is wear I’m keeping track of current projects, as I blogged about last week)
  • Genealogy abstract form (which I’m using to capture data as I abstract my ancestors’ Civil War pension files)

Please feel free to download them and customize them for your use. I’m sure I’ll be adding more–they’ll all be tagged Genealogy, so they’ll be easy to find when you browse public templates at Transpose.  All my templates are quite simple, but I feel like I’ve just scratched the surface of the power of Transpose. I look forward to getting into it deeper!

Oh, and of course, Transpose has an iOS app, so I can use it on my iPhone and iPad. (An Android app is in development.)

If you use Transpose and have any public templates, please let me know in the comments!


Gravestones can contain errors

gravestones can be inaccurateI know this isn’t news to most of you, but the fact that gravestones can contain errors was brought home to me after my mother passed away last month. As I posted at the time, her obituary contained an error, even though I (a professional writer) had written it myself.

Somehow I felt that more care was given to the accuracy of gravestones, since they are, literally, engraved in stone. But I learned otherwise when my father and I went to the cemetery office to make arrangements. The office worker handed me a printout of what the grave marker would look like (it’s the covering for the niche in which her cremated remains were placed) and my mother’s birth date was wrong. She was born May 2, 1933 and the marker proof said May 5, 1933.

I caught it handily and made the correction. And of course it was simple human error. But what if I hadn’t been there and my grieving father hadn’t caught it? The gravestone would have been wrong. I wonder how many times that has happened in generations gone by. I would imagine our ancestors didn’t have the benefit of seeing proofs.

The experience has led me to take less stock in the “proof” that I had thought a gravemarker provided. It’s simply another secondary source that needs to be verified through other means.

It’s a great reminder of why it’s important to have multiple sources for any facts we track down.

Processing Civil War pension files

Processing civil war pension filesAs I mentioned a couple of weeks ago, I received my 3d great grandfather’s Civil War pension files from the National Archives in record time. I’d been prepared to wait 45 to 120 days and it arrived the week after I submitted the request online.

I dug right in and started processing the information. I was so grateful that I had attended the class Anatomy of a Military Pension, presented by Certified Genealogist Julie Miller at the National Genealogical Society’s annual conference that month. She provided step-by-step instructions of what to do with a military pension.

So the day after I received that 65-page pension file, I did what Julie suggested. I put the documents in chronological order and I assigned a number to each. Then I figured out a citation for the overall file and a  citation for each of the numbered documents.

Coming up with a proper citation was a bit of a challenge and I emailed Julie, who was kind enough to share the citation she uses for these files. (She had given us that info in the talk, but I hadn’t written it down.)

Here’s the citation I’m using for the overall pension file for my ggggrandfather, Richard Anderson Jeffries:

[278] Jeffries, Richard Anderson (1st Sgt., Company D, 13th Regiment, Missouri Volunteer Infantry, Civil War), application no. 567612, certificate no. 529585, Case Files of Approved Pension Applications, 1861-1934; Civil War and Later Pension Files; Department of Veteran Affairs, Record Group 15; National Archives, Washington, D.C.

278 was the next number in my source list in Reunion, my family tree software. Each of the individual documents is numbered, starting with 1, and has its own citation. My intention is that when I enter a fact into Reunion, I’ll use Source 278, but I’ll include in the memo field which of the 26 individual documents that particular fact came from.

I created citation labels for each of the documents and affixed them to the appropriate pages. (That’s the citation for document 16 above.) Then I scanned the whole document into a pdf. (I elected to have one pdf, rather than 26 individual ones–time will tell whether that was a good choice.)

The next step, according to Julie is to transcribe the documents. Yes, I’m going to type word for word exactly what is on the documents. Julie urged us not to skip that step because when we transcribe, we learn things we would not otherwise learn.

After I transcribe, I will abstract the documents, so I can tell at a glance what they are and what info is contained within each.

Then I’ll analyze the documents and enter the new-found facts into my software.

That’s a lot of work, but I’m delighted to have learned how to be thorough with it. And I know I’ll learn so much about my ancestor.

I am so grateful to have this structure, because just a few days after receiving Richard Anderson Jeffries’s file, I received the pension file for my gggrandfather, George Washington Adams. That file is over 100 pages; I had to request and pay for the rest of the file (another 80 pages) to be copied–I’m still waiting for part two. That same week I received the third and final pension file, for another gggrandfather, Benjamin Franklin Igleheart. All three pension files, probably 250 pages, came within two weeks of my request.

If I did not have the structure Julie provided in that talk to thoroughly process the information, I know I would feel overwhelmed. I would probably skim the documents, pluck out a few easy-to-find facts, and put them away intending to get to them later. And I don’t know when later would be.

I have skimmed the most recently received pension files to get a preview what I’m going to learn. (G.W. Adams had a big dispute about the amount of his pension–an adversary in the Soldier’s Home turned him in for saying he was more disabled than he was!) But I’m not going to analyze them until I’m finished with Richard Anderson Jeffries. So that will be motivation to go through the process.

I think these pension files are going to be a great learning experience not just about my ancestors, but also about doing proper genealogical research. This feels great!



How do you spell genealogy? P-A-T-I-E-N-C-E

Good genealogy takes patienceThe word that kept running through my mind as I took the excellent classes at last week’s National Genealogical Society’s conference is patience. As I listened to professional genealogists talk about strategies for success and skill building, I was reminded that good genealogy research takes time. It takes thoroughness. And it takes patience.

When I first dipped my toe into genealogy about 15 years ago, I went to an Internet cafe when I was visiting my parents (it was the days before I owned and traveled with a laptop), got on some website (probably Family Search) and started clicking through trees, going backwards in time. I created handwritten pedigree charts and was thrilled with how quickly my family tree grew.

I took everything at face value and evaluated nothing. By the time my “research” took me back to a Prince of Wales, I realized that perhaps some critical thinking was in order. I became overwhelmed at the notion of having to verify everything and put away those pedigree charts for almost a decade.

Six years ago, I decided to pick it up again and start from scratch. I’m using software now (Reunion) and nothing gets added to my tree without a source. The tree is growing slowly.

I figured out this year that I want my family tree branches to grow out, not up. While I appreciate the thrill of breaking into a new generation, I recognize now that I shouldn’t grow upward without taking the time to grow the branches outward. So I’m adding the siblings of my relatives to my tree, which can be painstaking. I’m also trying to add as many sources as possible to each fact.

In the NGS class that I mentioned in my last post, “But I’ve Looked Everywhere,” Barbara Vines Little says that we should have look for every sibling in every census. That takes patience. Combing through records, particularly unindexed records, takes patience. Figuring out alternate spellings to search or exploring friends, neighbors and associates to find elusive ancestors takes patience.

Yes, it can be thrilling to click backward in time, taking other people’s research at face value. Yet the rewards of patiently and thoroughly finding and citing sources are much greater. Good genealogists are patient people. They celebrate the small victories. And they move on to the next one, however long it may take.

Photo by Greg via Flickr. Used under Creative Commons License.