Methodology

What is a ‘Good Genealogist’?

My new book, The Good Genealogist, was launched at the Society of Australian Genealogist last Thursday. It was really great to see so many of my colleagues there. Most of whom I hadn’t seen since before COVID and others that I had only ever seen through zoom. I am humbled by the enthusiasm that I have received for my book. I love to teach and I spend as much time figuring out how to deliver the information as I do figuring out which information to provide. So, it is always great to hear that people find it useful and that I have conveyed the techniques comprehensibly.

I think that most people will understand what the title of my book means, but nevertheless, a blog post about it will not hurt.

Why is there so much ‘bad’ family history around?

We all know that there is a lot of ‘bad’ family history out there, primarily online but it also appears in archives and sometimes in published format. ‘Bad’ family history is poorly researched, poorly documented and contains conclusions that have little to no evidence to support them.

‘Bad’ family history means that people are claiming the wrong people as family and it leads other researchers astray.

One of the greatest aspects of family history is that anyone can participate. You do not have to attend university and get a degree, and you do not have to be accredited. Most genealogists do not have a background in historical research. This means that they can find it difficult to locate relevant historical information and interpret the information when they do find it.

Learn to produce good quality family history

The purpose of my book, my blog, and the lectures and courses that I give, is to teach those who do not have a background in historical research how to research their family history. It is also aimed at those who may have a background in historical research but need to know more about family history, or those who have been researching their family history for some time but want to improve their skills.

It is my belief that with guidance and practice, anyone can be a good genealogist and create good quality family history. The expression, ‘good genealogist’, is aspirational for all of us.

The qualities of a good genealogist can of course be debated, but the key features that I have focused on are listed in this image.

List of features that makes a good genealogist, from the book The Good Genealogist by Danielle Lautrec 2022
From ‘The Good Genealogist. How to Improve the Quality of Your Family History’ (Danielle Lautrec, 2022)

Note: Accreditation is required in some locations if you want to work as a professional genealogist.

More information

Read my article: What is good quality family history?

For my articles about research methods for family history, go to the Research Methods page.

For my articles about resources and tools for family history, go to the Resources page.

Post last updated 12 June 2024

Methodology, Sources and resources

Study the Locations: Researching Places for Genealogy

Genealogists spend a lot of time learning how to research people, but what about researching places?

How do you actually research a place? Where do you start when you know nothing about a location? How do you decide what information matters for your family history?

This post walks you through a practical genealogical research process for studying the places your ancestors lived. You can adapt this process to your needs, whether you’re quickly gathering sources for a specific ancestor or conducting in-depth research for a family history book.

This post was originally published in July 2023 and last updated on 9 October 2025 to provide more detailed advice.

Why Researching Places Matters

In my post, Why Genealogists Must Research Places, Not Just People, I identified five reasons why it is important to study places that your ancestors lived in. These were to:

  • guide you to the best sources
  • help you interpret sources accurately
  • discover the historical context behind life events
  • understand how boundaries and place names changed over time, and
  • provide knowledge to enrich your storytelling.

How you approach place research depends on which of these reasons currently matters most to you.

Before You Start: Clarify Your Approach

Your research approach will depend on several factors:

Your immediate purpose. Are you searching for sources to break through a brick wall? Building background for a blog post or story? Creating a reference file for future research?

Your existing knowledge. Is this place completely new to you, or do you already have some familiarity with it?

Your research questions. Do you have specific questions to answer (such as “How did lacemakers live in 18th century Nottingham?”), or are you gathering general information?

Your available time. How much effort do you want to invest right now?

The scope of your study. Are you researching an entire country, a county or state, a town or village, or a more specific location like a neighbourhood?

Note: This post does not cover house histories, as the research process is very different.

St Andrew Undershaft, London, England, on the corner of the street where one of my ancestors lived and worked (Photo: D. Lautrec, 2024)

The Research Process

This eight-step process provides a framework you can adapt to your needs. You don’t have to complete every step at once, and you can return to add more information as new questions arise.

Step 1: Establish your objectives

Give your research some scope by defining why you’re researching this place and what outcomes you need.

Examples:

  • Do you need to identify the main repositories that hold relevant sources?
  • Are you familiarising yourself with a place you’ve never encountered before?
  • Do you need background information for a specific time period?
  • Are you answering a targeted research question about living conditions, occupations, or social circumstances?

Clear objectives prevent you from getting lost in interesting but irrelevant details.

Step 2: Gather background information about your family

Understanding your family’s connection to a place focuses your research efforts.

Create a summary that includes:

  • Which ancestors lived in this place
  • Time period (earliest and latest known dates)
  • Religions, if known
  • Specific locations of life events (births, marriages, deaths, residences)
  • Occupations, if known
  • Literacy levels, if known
  • Addresses or land ownership, if known
  • A list of all places mentioned in sources for these family members.

Create a timeline listing all events for your family members in this location. Add to this timeline as you gather more information throughout your research.

This family-focused information helps you identify which aspects of the place’s history matter most for your research.

Step 3: Gather basic information and a map

Start with Wikipedia for a quick overview.

Why Wikipedia works as a starting point:

Wikipedia entries for places include a useful information box listing the country, region, administrative divisions, flag, official languages, ethnic groups, religions, government structure, and area. For locations where boundaries have changed (such as English counties), the box provides information about these changes.

The main article covers the place’s history, geography, and landmarks. While not always 100% accurate, Wikipedia gives you a feel for the place. You may find photographs of churches your ancestors attended or landmarks they knew. Wikipedia photographs usually have few copyright restrictions, making them valuable for family history projects.

Tip: Type “Wikipedia [placename]” into a search engine. For example, “Wikipedia Nottinghamshire.”

Alternative starting point: Use the FamilySearch Places tool. Type in your place name to find it on the map and get basic information about name variations and related places (such as registration districts and poor law unions). Check under Research Links, as it may have a link to the relevant Wikipedia page.

Step 4: Consult a general genealogy source

Move to sources created specifically for genealogists.

The FamilySearch Wiki provides pages for each country with maps, research guidance, and information about how jurisdictions changed over time.

The FamilySearch Wiki focuses on genealogical sources rather than physical geography and general history. Check the record types listed on the right side of each place page. Look especially at:

  • Occupations
  • Newspapers
  • Cemeteries
  • Emigration & Immigration
  • Parishes
  • Poor Law
  • Social organisations

These categories often provide useful historical and contextual information beyond standard birth, marriage, and death records.

Step 5: Gather more specific information

After establishing the basics, fill in gaps with more targeted research.

Cyndi’s List lists websites organised by location. For example, see the list for Poland. These location-specific websites provide more detailed information for your research.

Follow links that relate to your specific objectives and your family’s circumstances in that place.

Step 6: Conduct a literature review

A literature review involves identifying, reading, and summarising published information about your place and topics of interest. A literature review helps you understand what’s already known about a place and identifies potential sources of useful information.

If you don’t want to conduct a full review now, at least create a list of relevant literature for future investigation. Include both online and offline sources, such as books available only in libraries.

Step 7: Compile a source list

Create a list of sources to explore, including any discovered in the previous steps. You don’t have to examine them all immediately. This list can inform your research plan.

Don’t limit yourself to genealogy sources. Consider:

  • History books (local, regional, state, national)
  • Government websites and publications
  • Newspapers (excellent for social history and events)
  • Maps and plans
  • Gazetteers
  • Photographs and postcards
  • One Place Studies
  • Heritage and historical studies
  • Demographic reports
  • Statistical reports and census data
  • Tourist information and travel guides
  • Historical society or genealogical society publications and journals
  • Facebook groups and online forums
  • Blogs and personal websites
  • YouTube videos
  • Conference presentations
  • Documentaries

Example from my research:

I found a heritage study that provided detailed information about a pub owned by one of my London ancestors. The study included a list of all known owners (confirming his ownership), maps and plans of the site, and descriptive historical information about the property and neighbourhood. I would never have found this information through standard genealogical sources.

Step 8: Visit the place if possible

Nothing replaces firsthand experience of a location.

When you visit, walk the streets your ancestors walked. Take photographs. Visit local libraries, museums, and historical societies. Talk to the locals. Notice the geography, the distances between places, the feel of the area.

These visits often generate new research questions and insights you couldn’t gain from sources alone.

When I was walking the streets of London I experienced the feel of sites from history, such as Pudding Lane, origin of the Great Fire of London from 1666 (Photo: D. Lautrec, 2024)

Practical tips for effective place research

You don’t have to do it all at once. Gather information that’s currently useful. Document it well, then add to it later when you have new questions.

You don’t need to know everything about a place. Focus your research on the timeframes your family lived there, but also study the periods before in case you trace the family back further.

Focus on what matters to your family. Your place research should look different from a standard place description in Wikipedia. Target topics and issues relevant to your ancestors.

Examples:

  • When researching my 5x great-grandfather Captain John Townson in Sydney, I focused on the Parramatta area from approximately 1790 to 1830, specifically studying the lives of convicts and army officers rather than all of Sydney’s history.
  • For my tobacconist ancestors in 1800s Sydney, I researched the specific neighbourhoods where they lived and operated their businesses, and I studied the tobacco industry during their specific timeframe.

You can always expand your research later when new issues arise or when you extend your family tree.

What information should you gather?

The information you need depends on your purpose and objectives. This checklist provides a starting point:

Geographic and administrative:

  • Location and adjoining places
  • Current and previous place names
  • Current and previous boundaries
  • How the land was divided for different purposes (such as Irish townlands, parishes, districts, regions, Poor Law Union districts, electoral regions, registration districts, counties for civil registration)

Religious and cultural:

  • List and addresses of churches and cemeteries
  • Major institutions (schools, workhouses, hospitals, prisons)
  • Dominant religions and religious minorities
  • Languages spoken and cultural groups
  • Social norms, societal roles, cultural traditions, and class structures

Political and economic:

  • Government systems, power structures, political ideologies
  • Economic conditions (trade, industry, labour systems)
  • Technology and its impact on historical developments

Historical context:

  • Significant historical events affecting your family’s timeframe
  • When civil registration began (commencement of birth, death and marriage certificates)
  • Wars, famines, epidemics, and natural disasters
  • Migration patterns

Research resources:

  • Local libraries and archives
  • Other repositories
  • Your source list from Step 7

How to document place research effectively will be covered in another post.

Start Small and Build it up

Researching places is not just about creating a locality guide for your files. It’s an active, ongoing research process that deepens your understanding of your ancestors’ lives.

This process approach means you can start small and build your knowledge over time. You don’t need to know everything before you begin searching for sources. But as you learn more about the places your ancestors lived, you’ll ask better research questions, interpret sources more accurately, and tell richer family stories.

The key is to start somewhere. Even if it’s just with a Wikipedia article and a timeline of your family’s events in that place.

Useful Resources for Place Research

For more of my articles about research methods for family history, go to the Research Methods page.

For more of my articles on improving your search techniques, go to the Research page.

About the Author

Danielle Lautrec is a genealogy educator, researcher, and author of The Good Genealogist. With qualifications in history, family history, and historical archaeology, she teaches for the Society of Australian Genealogists.

Sources and resources

Citing an archival source

One of the challenges when using archives is how to cite their materials as the source of your information. Archival materials are unpublished and come in a wide range of formats. In addition, each archive organises their collections differently. Citing an archival source requires knowledge of the archive’s organisational system and the identifiers that they use in their catalogue.

Citation format

My usual method for citing sources is to use the following six questions. Place the answers in that general order in a citation. This puts the author in first place, which is useful in a bibliography that is sorted alphabetically.

My six question model for source citations:

  1. Whose work is it (author)?      
  2. What is it?                      
  3. Who created it (if not the author)?
  4. Where was it created?
  5. When was it created?
  6. Are there any additional details required to find it again?    

Examples

This method does work when citing an archival source, as shown by the following examples:

An unpublished diary held in the archives of the Society of Australian Genealogists:

John Augustus Milbourne Marsh, unpublished journal commences 1 September 1848 on ship from England to Australia, Item 2/301, Society of Australian Genealogists, Sydney Australia.

A photograph held in the archives of the Society of Australian Genealogists:

Anonymous, John Willoughby Bean (b1881 Bathurst NSW Australia), unpublished photograph in album of Edwin and Lucy Bean, Item 6/1165, Society of Australian Genealogists, Sydney Australia.

Other recommended formats

However, some archives suggest a different citation structure. They suggest that the name of the institution or repository be in first place in the citation, followed by descriptor information such as the record series and alphanumerical codes used in their catalogues.

Some, such as the NSW State Archives and the UK National Archives, omit the name of the creator of the source altogether or suggest that the information is optional in a citation. I do not agree with this. It is important in family history to understand who created a source and naming them in a citation should not be optional. It is also important to understand the nature of the source and a citation without the title of the item does not meet our needs.

Putting the repository in first place is not a problem if the creator of the source is clearly named, such as in this example from the NSW State Archives:

NSW State Archives: Supreme Court of NSW, Probate Division; NRS 13660, Probate packets. Series 4-152266 James Smith Hollisen – Date of Death 15/12/1927, Granted On 26/06/1928.

photograph of archival shelves

Further guidance

If you are using material from a family history archive, you may be able to gather information to help with your citation by examining other material that was donated with it, and looking for a record of who donated the material and whose family history it belongs to.

Some archives provide guidelines for citing their materials. You should use their guidelines, but bear in mind my suggestions in this article about providing more information about the creator of the materials and a clear description of the materials.

When creating a source citation for archival material, remember the reasons for source citations and include all the necessary information to achieve those purposes.

More information

For a comprehensive discussion about source citations, see my article Citing Family History Sources. For more of my articles on source citations and documenting your family history, go to the Document page.

National Archives of Australia Fact Sheet No. 7, Citing archival records.

NSW State Archives

UK National Archives

Post last updated 4 June 2024