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The Importance of Problem Solving Strategies in Genealogical Research
December 1, 2025
 
 
 
                                                         Intermediate/Advanced Level Article
 
                       The Importance of Problem Solving Strategies in Genealogical Research
 
 
 
Problem-solving strategies are crucial in genealogy research for accurately piecing together family
history, avoiding errors, and overcoming obstacles. They provide a framework for critical thinking,
evidence evaluation, and adapting your research methods to find answers, and ensuring that the
information you gather is credible and complete. 

Encountering roadblocks or inconsistencies in your research findings are an occupational hazard in the
research process.  The benefits of developing a research plan for overcoming inconsistencies and
gaps shown below illustrate the importance of this process.  Taking the time to do so and preparing
yourself for the inevitable challenges that arise will help you resolve many genealogy research brick
walls. 
 
  1. Analysis & Correlation:  Learn to use indirect evidence. Don’t just look for a document that
    states an answer in plain black-and-white. Documents that do specifically answer our research
    questions can be wrong.  As you proceed through the research process with various sources
    (print and online), don’t just look up your ancestors. Correlate the data to define patterns for their
    community or activity; therein lies evidence of their identities and kinships.  Analyze record
    collections, as well as your findings, for what is missing. That can be as important as what you
    actually found.
     
  2. Cultural Influences: Consider the impact of parental deaths that freed grown children from
    elder-care obligations and provided funds to move to new locations.  Analyze with an open mind
    and historical context, the social and economic status of your ancestors and their associates.
    The concept of people tending to associate with others that were of the same economic, ethnic,
    and social status as they has never changed for the most part historically or in modern times. 
    However, there are always exceptions. 
     
  3. Community Norms:  Use activities to define stages of life and probable periods of birth, marriage,
    and death. Learn community patterns by taking the time to read and analyze local record books. 
    Pinpoint ways in which common practices differed from prevailing laws. Always study neighbors
    and associates.  In many cases, they were related in some way.
     
  4. Geographical and Legal/Political Context:  Like everything else in genealogy research, you
    must be cognizant of the historical context for the time period and locality.  Study the history of the
    area not only from a geographical but legal context.  These factors often had an impact on the
    daily events in the community.  These in turn had an impact on the lives of your ancestors.   Know
    the laws, for example, that governed the distribution of land in the specific time and place and
    influenced the nature and content of public records.  If you don't understand the purpose behind
    why a specific record was created, you may draw the wrong conclusion
    .
  5. Military Service:  Study the laws that governed militia duty and military service in the specific
    time and place/places of residence.  Study the guides in effect at both national and state or colony
    levels.  Search for the existence (online or in print) of  regimental histories for units to which
    ancestors belonged, units that served/fought in the ancestral place or region of residence. Identify
    others who served in your ancestor’s military unit; seek out pension and/or bounty-land
    applications for each of them. As you go through this process, don’t just search for references to
    your ancestor; use them to reconstruct your own history of the unit.  This strategy often uncovers
    hidden clues that are beneficial for research purposes. 
     
  6. Practices and Proof Standards for Ensuring Accuracy and Avoiding Errors:   A structured
    approach, such as starting with what you know and working backward, makes the research
    process more efficient and helps you logically find new information.  Analyzing evidence from
    multiple sources helps confirm findings and build a more reliable family tree.  Don’t rely on
    published abstracts and databases. Consult the originals for omissions, copying errors, and
    misinterpreted passages. Don’t accept any set of facts about a person simply because prior
    researchers have “agreed” upon them. Test every prior conclusion against the Genealogical
    Proof Standard. 
For more information on this topic, please visit the following sources.
 
Books
Elder, Diana.  Research Like a Pro with DNA: A Genealogist’s Guide.  2018 
Genealogy (G) 929.1 ELDER
https://libpac.leegov.com/polaris/search/title.aspx?ctx=1.1033.0.0.6&pos=1&cn=4033511
 
Freilich, Kay Haviland and William B. Freilich.  Genealogy and the Law: A Guide to Legal
Sources for the Family Historian.
  2014   Genealogy (G) 929.1 FREILICH
https://libpac.leegov.com/polaris/search/title.aspx?ctx=1.1033.0.0.6&pos=1&cn=4033517


Hatcher, Patricia Law.  Locating Your Roots: Discover Your Ancestors Using Land Records.  2016
Genealogy (G) 929.1 HATCHER
https://libpac.leegov.com/polaris/search/title.aspx?ctx=1.1033.0.0.6&pos=1&cn=346321
 
Jones, Thomas W.  Mastering Genealogical Proof.   2013  Genealogy (G) 929.1 JONES
https://libpac.leegov.com/polaris/search/title.aspx?ctx=1.1033.0.0.6&pos=3&cn=2257389

Meyerink, Kory.  Printed Sources: A Guide to Published Genealogical Records.  c1998
Genealogy (G) 929.3 MEYERINK
https://libpac.leegov.com/polaris/search/title.aspx?ctx=1.1033.0.0.6&pos=1&cn=382695
 
Morgan, George G.  How To Do Everything With Your Genealogy.  4th Edition. c2015
Genealogy (G) 929.1 MORGAN
https://libpac.leegov.com/polaris/search/title.aspx?ctx=1.1033.0.0.6&pos=4&cn=2344532
 
Rose, Christine.  Courthouse Research for Family Historians.  2004  Genealogy (G) 929.1 ROSE
https://libpac.leegov.com/polaris/search/title.aspx?ctx=1.1033.0.0.6&pos=1&cn=1144058
 
--------------------.  Genealogical Proof Standard: Building a Solid Case.   2005 
Genealogy (G) 929.1 ROSE
https://libpac.leegov.com/polaris/search/title.aspx?ctx=1.1033.0.0.6&pos=2&cn=22589
 
Szucs, Loretto Dennis & Sandra Hargreaves Luebking.  The Source: Guidebook of American
Genealogy.
3rd Edition.  c2006  Genealogy (G) 929.1 SOURCE
https://libpac.leegov.com/polaris/search/title.aspx?ctx=1.1033.0.0.6&pos=1&cn=158858
 
Internet
Knox, Connie and Ashley Moore.  Genealogy TV.  Genealogy Problem Solving.  2025 23 minutes.
https://www.youtube.com/watch?v=U-BCXEnrlpo&t=169s

Lautrec, Danielle.  Generations Genealogy.   How to Solve a Genealogy Research Problem, With Tools.  2024
https://generationsgenealogy.com.au/solve-genealogy-research-problem/#:~:text=The%20research%20process%20and%20the,Opens%20in%20new%20window)
%20Facebook

 
-----------------------.  Use Genealogy Timelines to Organize, Analyze and Improve Your Research.
2025  https://generationsgenealogy.com.au/use-genealogy-timelines/
 
Neaves, Jessica.  Heritage Discovered.    Analyzing Evidence: 10 Benefits Of Evaluating Your Genealogy Research.    2023  https://www.heritagediscovered.com/blog/analyzing-evidence-genealogy-research#:~:text=Why%20analyzing%20evidence%20is%20essential,newspaper%20articles
 
 
Bryan L. Mulcahy
Reference-Genealogy Librarian
Fort Myers Regional Library
bmulcahy@leegov.com
11/18/2025
 


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