Part 2

Mistakes in copying are further diminished by placing a card or sheet of paper above the line which we are transcribing,--a device which saves the eyes the strain of finding the place on the page every time we look up from the notebook. Never fail to accompany each extract copied into the notebook with the authority from which it is taken. If from a book, give author, title, date of publication, volume and page. If from a public record or document, give volume and page, with the office or society, the town or city where the original is deposited. Along with extracts from books, it is well to note the library where they were consulted. We may wish to refer to the books again, and are likely to forget in which of the libraries we found them. After making an extract, compare it with the original, to guard against errors in copying.

The true method of genealogical investigation is to follow as far as possible the methods of the lawyer. Not, indeed, that genealogical research has anything to do with the learned quibbles of a legal dry-bones! Far from it. But the genealogist may well proceed as would a lawyer whose case could only be won for his client by demonstrating a line of descent. The value of the legal method lies in the fact that it proceeds, step by step, toward the accumulation of _positive proofs_. If the demonstration of an ancestral link depends upon recorded wills, the lawyer will obtain certified copies of such wills, to be presented in court as evidence. If the proof lies in a deed, which perhaps demonstrates the relationship of husband and wife, or father and son, a certified copy of the deed is secured. If the family record be found in a Bible, and the book itself cannot be obtained for presentation in court, the record is copied and certified, and the history of the ownership of the book established by personal testimony or affidavits. In the same way extracts from church registers and tombstones are authenticated before a notary public or justice of the peace, and personal testimony is collected in the form of affidavits. Then, even if the originals should be destroyed, the copies are just as valuable as legal proofs.

Every link of the chain is thus established. The lawyer knows that in the attempt to break down his case no cunning in cross-examination will be spared, no expedient of rebuttal left untried. He gathers the testimony of his witnesses, and also collects evidence of the credibility of these witnesses. Judge and jury will not only hear the testimony, but will form a judgment of the reliability of those who give it.

To all who can afford the extra expense, we recommend the literal application of the legal method. To apply it to collateral lines would be difficult and expensive. But it is the true method of demonstrating our direct ancestral lines, and it is especially desirable for the line from which we have inherited our surname. Strictly legal proofs of descent, competent to establish the genealogy in any court of law and to justify its entry as "proved" upon the records in any European college of heraldry, constitute most valuable and interesting family heirlooms.

While the expense of the legal method may deter some from using it, the _historical_ method is within the reach of all. It is the legal method minus the single feature of official certification. In other words, the genealogist's good pen does all the copying, and in lieu of official certification, he gives the place, volume and page where his evidence is to be found in its original form.

A good many people will have the time to investigate personally under either of the methods mentioned here. Many others must have the work of research done for them; and the Genealogical and Biographical Department of The Grafton Press will place the best skill and experience in genealogical work at the service of any one desiring it. Investigation will be taken up from the beginning, or at any stage, and will be carried to the first American ancestor of a line, or continued with a view to establishing the European connections. When the service of this department is desired, all facts of one's ancestry, so far back as known, should be communicated in full.

In the second place, amateurs and others are often in need of practical counsel and a reference to authorities based upon a wider knowledge and experience than they command. Many beginners, having ascertained the information which relatives can give concerning their ancestors, are at a loss as to the next step. A mere general statement of the kind of authorities usually available, such as we have given above, does not meet their need. They desire to be in communication with some one to whom they may feel that they have a right to apply, and to whom they can say, "Such and such is the case: what shall I do next? what and where are the authorities which will help me? how shall I get at them? must I go in person, or is there some other way? and what would you advise in such and such a case?" At any stage in the investigation perplexing difficulties may arise which call for expert counsel, or direction to the proper resources. We have given much thought to devising a thoroughly practical arrangement which will not be burdensome to either party and will afford full liberty of consultation throughout the progress of investigation. Let the difficulties be stated by letter. Correspondence is always preferable to personal consultation. It gives us time to make an investigation, if necessary, in the interest of the inquirer, while our reply is also in written form, which is more convenient for the worker.[1]

Our third form of practical assistance in research work is designed to make known the resources of the New York libraries to those who cannot reach them, or who have not the time to become familiar with their contents. Taking the sum of its library facilities, New York City undoubtedly offers the genealogist the best opportunity on this continent to consult American sources, and is unrivalled in the possession of works on the genealogy and heraldry of mediæval and modern Europe. We refer especially to the genealogical collections of unusual merit in the custody of the New York Public Library (Astor and Lenox Branches), Columbia University, the New York Historical Society, the New York Society Library, the New York Genealogical and Biographical Society, the Holland Society and the Long Island Historical Society.

Our plan for placing these resources at the service of inquirers involves, in the first place, a search for all the references to a given family, the object being to cover everything recognized as bearing upon the line of descent in which the applicant is interested. References, not extracts, will be given; they will show the character of the data found and give the author, title, date, volume and page of the book containing it and the library. When these references have been sent to the applicant, he can consult the authorities for himself, or may arrange for the copying of any items desired, their translation, if they are in a foreign language, or for the making of abstracts.[2]

FOOTNOTES:

[1] Any person becomes entitled to the service described above for the period of one year, during which applications for advice may be made, by remittance of a fee of $25 to The Grafton Press, Genealogical and Biographical Department, 70 Fifth Avenue, New York City.

[2] A fee of $10 entitles one to the above service--that is, to a report, by the Genealogical and Biographical Department of The Grafton Press, on the references to a single family line in the New York libraries. Additional arrangements can be made for copying, etc. One fee covers the search under a single surname only.

III

COMPILING

We will suppose that at last the task of investigation has come to an end. We have run our family lines back as far as our plan contemplated, or as far as we were able to do with a reasonable amount of research. Perhaps most of them go back to the original emigrants, but it may be that in a case or two we have had the good fortune to make connection with an old family stem in Europe. In any case, the work is now done. We have made our discoveries, and scored triumphs not a few. But though the excitement of the chase is over, its pleasures are by no means spent. Is there no story to tell, no tale of our difficulties and exploits? Next to the exhilaration of the hunt itself, what can compare with the mellow joy of going over it with a comrade! Least of all can the "inevitable narrative" be spared in a case of ancestry-hunting. It is the logical issue of the search, and failure to weave our facts into a readable story, after having collected them, is almost unthinkable.

Having piloted the reader safely hitherto, we must now faithfully warn against pernicious ways, even though it should involve criticism of many of the genealogical books which have appeared in print. The truth is that in the great majority of such works we look in vain for the proofs of the statements made. Authorities are not given and we do not find systematic footnotes, nor even ordinary citations of authorities in the text. We have nothing better than our own guess to enable us to decide whether the compiler is giving us the fruit of original research, an extract from another compilation, unsupported tradition, or a mere conjecture.

This is most unfortunate, for a genealogical chain is no stronger than its weakest link. Suppose that we have tested one of the statements in such a book by our own original investigations and find it to be erroneous. How can we feel sure that the next statement may not be equally unreliable? The whole book therefore becomes discredited in our eyes. With genealogists everywhere at work, the errors in such volumes are bound to be discovered, and made public.

Any degree of confidence which we can allow ourselves in such cases depends upon the reputation of the compiler. But no man is infallible, and how can we know that the author's methods were such as to reduce his errors to a minimum? It may be that our own family line has been treated in such a book, that we have personal knowledge of the compiler, and are well satisfied as to his carefulness and accuracy. But can we expect others to have this same faith? How are they to be convinced that our family history is correctly given in a book of mere assertions, backed up by no display of authority?

Can a genealogist claim to be exempt from conditions which the greatest historians impose upon themselves? Does a Gibbons, Macaulay, Guizot, Motley, Prescott or Bancroft expect to withhold the sources of his information and ask to be taken on faith? By giving the authorities for his statements, he proves instead that he has made proper researches, that his work is faithful, and that he can be trusted to draw judicious conclusions. We appreciate the great labor involved in compiling an authoritative work and understand the temptation to compile a book of mere assertions. But we see no honest escape from the obligation to give authorities, nor is escape desirable. For it is a sad fact that some, who support themselves by means of genealogical investigation, manifest no great anxiety to do honest work. They are careless in gathering their facts, and their pretence of having surveyed a field is no assurance that desirable data have not been overlooked or wilfully neglected. In compiling, they are equally slipshod. Their work is always set forth in the unauthoritative manner here condemned, and it is most desirable that others should protect themselves from the outward appearance of a like carelessness by giving their authorities.

The extra work which the giving of authorities is supposed to entail is more fanciful than real. The failure to jot down the authority with each note made in our notebook, to remind us of the actual value of each item and to direct us where to go for its context or for reinspection, is probably a much more substantial cause of extra work. And there is no difficulty in giving our authorities in the manuscript prepared for the press if this work of previous investigation has been properly done. We can appreciate the terror of the situation for one who has failed to note his authorities as he transcribed his extracts. After compiling his manuscript from his notes, must he go over the whole territory covered by his research in order to gather up the missing authorities? Unless he is of heroic mould, he will probably refuse to do so in despair!

Thus the reader can perceive the full importance of doing the work of investigation properly, as insisted upon in the preceding chapter. If he has done so, there is no difficulty in compiling an authoritative work. His note and the authority for it stand side by side, and as he uses the one he can instantly set down the other.

We have spoken of the legal method of investigation, and said that the genealogical investigator is like the lawyer who is getting his evidence together. But this having been done, there remains the preparation of the case for its presentation to the court. The work of the genealogical compiler corresponds to this. As the lawyer's brief compels the favorable decision of the judge, or as the logical presentation of the case convinces the jury, so should the argument of the compiler of family lineage convince the court of public opinion. His should be an historical document which carries its evidence upon its face. But if his method has been careless either in research or presentation, the cross-examination of historical criticism is sure to tear the case to pieces. Although a temporary decision may be given in his favor, another investigator will eventually arise and question some of his unsupported statements. The whole case will thus be appealed, and a new investigation be called for.

It is perfectly true that a strictly legal method cannot be carried out in the printed volume. Original documents can be readily presented to an ordinary judge and jury and by them be carefully inspected. But when we present our case from the printed page, the whole world is the court, our readers the jury, and the printed volume itself both witness and advocate. The original documents, though we may have them in our possession, cannot be placed in the hands of every reader of a book. Therefore in compiling for publication, the historical method takes the place of a strictly legal presentation of the case. This method, as we have already seen, simply leaves out the feature of affidavits and certified documents, and substitutes that of references to the original authorities. It is the legal method adjusted to the conditions of publication.

The reward which flows from this method is easily seen. We cannot hope that our book will be flawless. Mistakes will occur, and it may transpire that some of our witnesses were misinformed. But what of this? If we have followed the historical method, the pointing out of an error in no wise invalidates our book. One witness out of the hundreds we have called may be impeached, but this only affects the single aspect of the case which rested on the testimony of that witness. The rest of the testimony stands unimpaired.

On the other hand, the historical method involves no undue severity in the character of our book. It need not be stiff and solemn and pedantic. If we are gifted with a sprightly style, let us make the most of it. If we see a humorous side of things, let us entertain the reader with it. Even though one of our venerable forebears be the subject of the joke we need not hesitate. Could we appeal to him, undoubtedly he would smile with the rest and urge us to go ahead and make the book as bright and lively as possible.

If we have collected portraits, photographs of old homesteads, tombstones and churches where our ancestors worshipped, ancient documents and other heirlooms, these should be inserted or referred to in the proper places in the manuscript prepared for the printer. A genealogical work embellished with illustrations has its attractiveness increased many fold, and much can be accomplished in this direction without incurring a very great expense.

A truly interesting genealogical work is not a dry compilation of family statistics, but contains striking biographical pen pictures. Let these be made as complete as possible, and the story told with all the interest we can throw into it. We believe that the ideal genealogy is yet to be written, and that it will present facts with the accuracy of a Bancroft, but clothe them with the charm of an Irving. What possibilities there are, and all in connection with a work which will hand down our name, wreathed with the memories of our ancestors, in a common halo of glory!

In view of what has been said it will be suspected that we do not look with much favor upon statistical tomes, with their hieroglyphic abbreviations, disconnected phrases, and other contortions of condensation. This is certainly true. We would abolish all abbreviations in genealogical works if we could, and would have the story told in sentences framed in our mother tongue. We would have the book excellent in matter, pleasing in style and attractive to the eye.

In closing this chapter we may add that the service of the Genealogical and Biographical Department of The Grafton Press is intended to cover every phase of genealogical compilation as well as of genealogical research. The entire work will be undertaken--both the investigation of the family lines and the preparation of the manuscript for the press, or the data accumulated by others will be compiled. Manuscript which has been arranged but is not satisfactory will be rearranged and edited, or entirely rewritten, as desired.[3]

In the chapters which immediately follow, the subject of "compiling" is continued in connection with the two forms into which a genealogical work may be cast. As we shall see, these forms are fundamentally so different in plan that the reader must make his choice between them at the outset. The great point before us in the present chapter is that of compiling so as to make an authoritative work.

FOOTNOTE:

[3] Address, on this subject, The Grafton Press, Genealogical and Biographical Department, 70 Fifth Avenue, New York City. Estimates will be given on data or manuscripts submitted.

IV

THE "CLAN" GENEALOGY

Our chapter heading is simply a re-christening of the oldest and hitherto the favorite plan of the American genealogist. We might rather call it the American genealogy, for nearly all the genealogical works, which have seen the light, are of this kind.

The plan of most of the existing works is distinctly that of the exhibition of a genealogical tribe or clan. Its purpose is to assemble in one book all the known descendants of a certain ancestor, or only the male descendants who are bearers of the family surname. The head of the clan is generally the first American emigrant, and his family becomes "Family 1" of the book. "Family 2" will depend upon our choice of one of two modifications of the general plan.

Let us suppose that the head of the clan is John Smith, and that he had three children, Mary, John, and Philip, all of whom had families. If our purpose is to exhibit the entire clan, we will make no difference between daughters who marry and give their children the surnames of their husbands, and sons who give their children the surname of the head of the clan. In that case, the family of John Smith being Family 1, that of his oldest child, Mary, will be Family 2, while the families of John and Philip will be 3 and 4 respectively. In the third generation we will go back to Mary's oldest child, who left descendants, who will become the head of Family 5, followed by her other children, who had families, in the order of birth. The children of John will next be given in order of birth, followed by those of Philip, all who had children being treated as heads of families to which a family number is assigned.

But the work of accounting for all the descendants becomes so irksome, in the case of fertile families, which have to be carried through a number of generations, that it is the prevailing custom to shirk the responsibility of this full exhibit. Thus, only the families of sons, and son's sons, are carried down from generation to generation. The daughters, if their descendants bear other surnames, are set aside, although the blood-tie is the same. The tribe itself is not exhibited, but only that part which bears the surname of the common ancestor. This is the modification adopted by the most eminent genealogists.

All forms of the "clan" genealogy unite collateral lines of descent by the sentimental bond of a thin blood-tie, affording an excellent basis for "family reunions." But they are quite unsatisfactory as attempts to exhibit one's ancestry. If we are included in such a book, "The Smith Family," for example, we generally find but one of our many ancestral lines traced. And even if one or two of our Smith progenitors married cousins of the same name, only two or three of the Smith lines will lead down to ourselves.

Such an arrangement does not go far toward showing one's ancestry. Not a few Americans are in the tenth generation from their earliest forefathers on this side of the water. Hundreds of thousands are in the seventh, eighth or ninth generation. Let us reckon the number of our progenitors for ten generations. We had 2 parents, 4 grandparents, 8 great-grandparents, 16 great-great-grandparents, 32 ancestors of the sixth generation, 64 of the seventh, 128 of the eighth, 256 of the ninth, and 512 of the tenth generation.

The number of ancestors for ten generations is thus 1,022. The different surnames represented among them may be as many as the number of ancestors of the earliest generation--i.e., 128 for eight generations, 256 for nine, and 512 for ten generations. The actual number is frequently lessened by the marriage of ancestors who bear the same surname. But the general significance of the numerical argument remains.

Are we a descendant of the first John Smith, in the tenth generation and through a single line? Then the book on "The Smith Family" will only show 18 of our 1,022 ancestors, assuming that the wife of each of our ancestral Smiths is mentioned. If the wives are omitted, only 9 ancestors will be shown. And in the latter case the book shows our link with but one family and surname out of a possible 512. Or, if the book gives the maiden names of the wives of our nine ancestral Smiths, nine other family surnames out of the 512 will receive a bare mention. But none of these lines will be traced.

The reader will now fully appreciate our reference to this kind of book as the "clan" genealogy. It shows the relationships, most of them quite distant, between the collateral branches of a single tribe; but it does _not_ exhibit the many lines of one's ancestry. The kind of book which accomplishes the latter object will come before us in the next chapter.

Nevertheless, the "clan" genealogy has its place. The recognition of tribal relations has become popular, and family organizations, with the occasional function of a "family re-union," are rapidly increasing. Many of these organizations, embracing all the known descendants of a common ancestor, elect regular officers, and in a few cases the whole tribe has a legal status as a corporation.

The tribal genealogy is also favored by many who hope to make a profit by the sale of their book. A fair-sized tribe is considered a promising field for such an enterprise. Among several thousand clansmen a considerable number, it is assumed, will purchase a copy of a book which traces one of their ancestral lines. When the project is well managed and the book properly exploited this hope is often realized very handsomely.