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Organize Your Family History

Stay focused and happy while exploring your roots

How I processed my Civil War pension files

April 14, 2025 By Janine Adams 4 Comments

I’m fortunate to have three ancestors who fought on the Union side in the Civil War and for whom I was able to obtain pension files from the National Archives. Ten years ago, I wrote a post about how I processed those files, starting with creating a robust source citation. I got good feedback on the post, so I thought I’d resurrect it in case newer readers would find it helpful. The pension files truly are treasure troves of information and the painstaking time I spent going through them paid off. If you want to request your ancestor’s pension file, you can do so on this page of the NARA website.

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 detail 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. (Edited to add a year later: Yes! That was a great 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. And then I’ll enter the new-found facts into Reunion, my family-tree 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!

Filed Under: Challenges, Genealogy tips, Organizing Tagged With: Adams, Civil War, excitement, Jeffries, overwhelm, record keeping, research, source documentation

What was your favorite RootsTech session?

March 12, 2025 By Janine Adams 15 Comments

RootsTech was last weekend and I wasn’t able to attend. But many of the sessions are still available online.

So help me narrow down what to watch by letting me know your favorite session. Even if it’s not one that’s available online, I’m still interested in hearing about it.

Please tell everyone your favorite session in the comments. What about it did you love? Content? Speaker? Both? Thanks in advance!

Filed Under: General Tagged With: RootsTech

Making the most of your first genealogy conference

February 28, 2025 By Janine Adams 2 Comments

RootsTech 2025 is almost here! If you’re attending in person and especially if it’s your first genealogy conference, you might benefit from this post, which I originally wrote in 2017. My number one RootsTech-specific suggestion is to try to scope out a quiet place where you can retreat if the large number of people starts to overwhelm you. It might be your hotel room. It might be a coffee shop or lobby of a nearby hotel (even if you’re not a guest there). Or it might be a quiet corner of the Expo.

I love going to genealogy conferences and have attended probably a dozen or so. Here are my big tips:

  • Bring your family tree or have access to it on a device. I frequently hear things at conferences that make me want to check my tree, to see whether I have ancestors in a locality, for example. Once, I was able to verify on my tree that the speaker, Joshua Taylor, and I were related! (I blogged about that exciting moment here.)
  • Bring some way to take notes, either a notebook or device. (I prefer to take notes into Evernote on my laptop.)
  • Eat a good breakfast, because you’re going to need a lot of brainpower. And bring along a bottle of water to stay hydrated. I always bring trail mix or something too.
  • Be prepared to keep a list of next steps, because the sessions you attend will surely spark ideas for things to look up or other actions.
  • Take a class that doesn’t necessarily interest you–you never know what new interests it might spark. (This tip came from reader Jan Rogge in a comment on my blog post about attending the Missouri State Genealogical Society conference in 2017.)
  • If it’s a large conference with an app (as RootsTech is), download the app and decide what sessions you’ll be taking in advance of your arrival at the conference.
  • Make conversation with the person next to you. You may be in a position to help him/her or vice versa. Or you could even meet a cousin that way!
  • Take time after the conference to read your notes and process the conference materials you bring home.

Basically, be prepared to write stuff down because you’ll probably learn so much you’ll never remember it. Most of all, enjoy yourself!

If you’re a veteran conference goer, please add your tips in the comments!

Filed Under: Genealogy tips Tagged With: conferences, RootsTech

RootsTech 2025 is just around the corner!

February 5, 2025 By Janine Adams 4 Comments

RootsTech 2025 starts a month from tomorrow! This year’s theme is “Discover.” It will be held 6 to 8 March 2025.

If you haven’t registered yet, you can register for the in-person conference ($129 registration fee for three days or $79 for one day) or the online conference (free). Whichever way you go, you can start building your schedule now. Here’s a detailed blog post from RootsTech on how to plan your schedule.

Looking at the schedule, I see that this year there are 151 online classes to choose from and 236 in-person classes to choose from. If you have the ability to attend in person, I doubt you’ll regret it. Not only do you get more options for classes, you get to meet presenters and fellow participants and explore the expo hall and, best of all, you can leave your non-genealogy cares behind and focus on your research interests while you’re there.

I’ve attended four RootsTech conferences in person (2015, 2017, 2018 and 2020) and thoroughly enjoyed each, despite my dislike of crowds.

If you’re serious about your genealogy research, I urge you to register for RootsTech and create your class schedule, whether you’re attending in-person or online. It’s an unparalleled learning opportunity!

 

Filed Under: Excitement Tagged With: conferences, learning opportunities, RootsTech

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about me

I'm Janine Adams, a professional organizer and a genealogy enthusiast. I love doing family history research, but I find it's very easy for me to get overwhelmed and not know where to turn next. So I'm working hard to stay organized and feel in control as I grow my family tree.

In this blog, I share my discoveries and explorations, along with my organizing challenges (and solutions). I hope by sharing what I learn along the way I'll be able to help you stay focused and have fun while you do your research, too.

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