Over the coming weeks and months, I will be posting a blog series about how to more effectively and efficiently research of your WWI veteran ancestor. Today’s post outlines the series emphasizing preparation and planning. In future posts, I’ll go into more detail about the exhibits below.
I hope my ideas and recommendations offer a more strategic approach that enables you to rediscover your ancestor’s path during the historic Great War period. A vast body of records is there waiting for you and it promises to be quite an adventure. It certainly has been for my family.
THE RESEARCH LANDSCAPE: WWI Military Service Records & Unit Records
Usually, the first question on everyone’s mind is: “Where are the records?” As most of you no doubt already know, there are some digitized WWI-related records available right now at Fold3, Ancestry, and FamilySearch. By all means, visit those sites and explore. [Be advised, “WWI Draft Registration Cards” are civilian documents and are not proof of military service.]
The military service records research landscape varies by historical era. The availability and accessibility of records is different by conflict, and various holdings increase in quantity and detail by conflict over time. Generally speaking, from the American Revolution through the American Civil War, the records collections are fairly straightforward and neatly categorized. Notable examples include Compiled Service Records; Pension Applications / Payment Records; Bounty Land Warrant Application Files; Discharge Certificates. The originals are often bundled in envelopes by veteran and/or military unit. Happily, many of these records collections are now digitized and easily accessible from various free or fee-based online services.
Not so for American service records generated during The Great War period. The quantity and complexity of the holdings directly reflects a new scale and complexity of modern war in the 20th Century, presenting researchers with profoundly greater complexity and challenge in locating the evidence we seek.
RESEARCH PURPOSE & GOALS
At speaking events my answer to “Where are the records?” is usually, “Well, it all depends.” It depends on a lot of factors, but first of all it depends on why you need them and what information satisfies that specific need. Your goals and the purpose served will determine the depth and scope of your project, as well as provide the sustained clarity and focus you will need for more ambitious projects.
Among the many purposes served by WWI service records research, the most common are:
- Supporting benefit claims for veterans and/or their families.
- Utilizing auxiliary records to reconstruct a veteran’s service record in cases where the veteran’s official records were lost, stolen, or destroyed.
- Conducting genealogical research.
- Conducting family history research.
Why do I separate genealogy and family history? Because many genealogical inquiries are satisfied by the basic personal data contained in the discharge certificate and other documents in the veteran’s official personnel file (e.g., dates and places of birth, death, residence, names of family members, etc). I consider “family history” requests as far more ambitious undertakings with the goal to learn to the fullest extent possible every detail of a veteran’s military service history. Comprehensive stories of service rely on research findings from the full breadth of individual service records and military unit records. Such records holdings are vast, utilize complex filing systems, and are geographically dispersed around the country among different federal, state, and county level institutions and agencies.
Naturally, not everyone will have the same level of interest. For the curious, just knowing an ancestor served and a few facts like branch of service, military unit or ship name are enough.
Granted, when I began researching my Grandfather’s 30-year military career, my goals were — and continue to be — crazy ambitious. My goal is to uncover everything I can — down to the day, the hour, and the minute. The purpose served is to produce a detailed story of military service performed by Col. Glenn A. ROSS, U.S. Army, a veteran of both World Wars. The extraordinary results I continue to enjoy flow from the research approach below.
Over the coming weeks, I’ll explain these basic guidelines in detail. For now, I’ll touch on them briefly one by one. The intent is to establish a manageable, coherent process.
PREPARE: Three Areas of Emphasis
Learn About WWI: You need to know when, where, and how your ancestor fit into this conflict. It’s important to your research to have a general understanding of America’s part in the war and why the country entered the war. Specifically, you will be more effective knowing America’s decision factors to enter the war; how and why the U.S. was so ill-prepared for war; how the U.S. ramped up for war; and later, about how combat doctrine of the American Expeditionary Forces evolved over time. In my next post, I’ll recommend some excellent, and very readable, books to get you started.
Learn About the U.S. Military, 1916 – 1918: Here’s where we start to get granular. To effectively interact with repositories and archives, and to prepare effective records requests, it’s helpful to know something about the organizations, language and symbols of the armed services. Later during your project, this will be essential to interpret and understand the content and context of the records you receive. To help familiarize you with evolving WWI military force structure, language, and symbols, I will recommend some excellent reference resources in my next post.
Submit Initial Military Service Records Requests: Of course, this is the part everyone wants to jump right into. So, go for it! I’ll give you advice on preparing and submitting a successful request for your veteran’s Official Military Personnel File (OMPF). Get this done early, because it can take the National Personnel Records Center weeks, even months, to fulfill a request. (This means you will have plenty of time to read and prepare for the records you get back!)
PLAN: Plan Your Research in Context
Understanding the basic phases of the conflict will help you plan. For research purposes, I came to view the American WWI war effort in three phases, each involving three key activities [click on the three slides below]. Knowing these will help you understand where the data in records you receive fits in to your veteran’s own war experience. More than this, it will help you perform focused follow-on research later, targeting specific records sets at particular institutions. I will get into specific examples of this in future posts.
PRODUCE: Organizing & Analyzing Information in Context
Utilizing the research framework above, develop timelines for your veteran and his military units. You will begin to see a story develop. Over time, you will obtain various types of records containing a mix of individual service and military unit information. Occasionally, a given document will range across multiple points in time. Organizing the data into a timeline format will help further develop and clarify the story. And, the fresh insights derived from the chart often inspire new research questions.
In a single chart (as above), you can begin to track a soldier’s path as he was assigned to different units over time. In addition, you can track changes to unit designation and larger organization changes — crucial details to determine current records locations. You can identify knowledge gaps in the timeline to investigate.
From the previous unit data chart, we can select specific units and points in time for focused follow-on records inquiries. From those results, we can craft a more detailed chart [shown directly above] to reveal the history of each officer attached to the unit throughout the Combat phase of WWI. In this case, I prioritized my research to focus on the Machine Gun Company, 23rd Infantry, Second Division, because this was the unit with which ROSS participated in the most large scale combat. Later, I utilized the information compiled from dozens of sources to calendarize, summarize, and overlay the history of every officer in the Company all in a single page. As we learn about others and ROSS’s points of interaction with them, we further expand and deepen his story. I’ll go into this exercise in more detail in future posts.
By the way, here’s one interesting insight that emerged using this technique: By the time of the Armistice on 11 Nov 1918, 1st Lt. ROSS was the only officer still with the Machine Gun Company from among all those present in June 1918 when ROSS first reported for duty.
I hope this information is useful to you. Thank you for visiting.
Dave