Using business records for family history
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Using Business Records for Family & Local History
Kiara King
Archivist, Ballast Trust
13 October 2010
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Overview
• Business records for family/local history
• Issues and advantages
• Why business records are kept
• Types of records
• How to find business records
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Advantages and Issues
Issues:
• Locating the records
• Using records for a purpose for which they were not designed
• A fraction of companies records exist
• Vary in detail and scope
• Access restrictions
Advantages:
• Can pre-date statutory records
• Fill out official records
• More frequent
• Wealth of information
• Life patterns rather than an event
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Context and background
• What was life like?
• What did a job entail?
• What did people earn?
• What was the community like?
• Photographs
• Film (Scottish Screen)
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Why do businesses keep records?
• Evidence
• Proof
• Legal requirements
• A work tool
• Managing work and people
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Types of business
• Sole Trader
• Partnership / Co-partnery
• Limited liability company (Ltd)
• Public Limited Company (PLC)
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Corporate records
• Memoranda and Articles of Association
• Minute books
• Share registers
• Letter books
These records are more common
BUT
Un-indexed, difficult to use and letter books can be difficult to read
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Stirling Guildry minutes 1799 - 1812
Showing entry relating to a women trading in Stirling very unusual (PD6/1/8 Stirling Council Archives)
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Stirling Incorporation of Baxters minutes 1797 - 1927
Showing admission of man on successful production of veal pie 1816. (PD7/5/1 Stirling Council Archives)
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Financial records
• Annual reports and accounts
• Balance sheets
• Account books
• Ledgers
• Private ledger
• Property Records • Tied housing for senior management and essential staff,
• Rent books
• Plans
These records have little personal detail and are difficult to use.
BUT
They can surprise!
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List of children whose school books were paid for by the Marshall trust and supplied by the Holytown Shop.
Holytown Shop and Hamilton Family records (U171, North Lanarkshire Archives)
School books payments
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Staff files
• Tend not to survive
• Depends on position in company
• Basic information may be retained
• Different types of records:• Salary payments
• Reports, log books
• Photographs
• Staff Magazines
• Accident books
• Societies and Trade Unions
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Scotts Shipbuilding (Glasgow University)
Salaries book
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Govan Colliery Company pay book
Colliery pay book
Contains:NamePositionPay amountDates
William Dixon and Co. Ltd
(UGD 001, Glasgow University)
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Managers & Assistants Letterbooks
Mr Strachan’s letterbook
Reports a tiger attack
James Finlay & Co Archive (UGD 91/1/6/3/1
Glasgow University)
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Robert Macilwain’s apprenticeship record 1900-1905
Contains:• Name• Dates• Terms• Yearly pay rate
Upper Clyde Shipbuilders, Riveter Apprentice Book(Glasgow University)
Apprenticeship Records
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Apprenticeship agreement
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Accident books
• Details of accident
• Witnesses
• Time off
• Un-indexed
Information may
also appear in
newspapers.
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Ayr Place, Catrine Village RegisterJames Finlay (UGD 091 Glasgow University)
Industrial Paternalism
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Recreation
• Sports clubs
• Societies
• Staff magazines
Provide:
Records
Objects Trophies Photographs
Kincaids Magazine
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Staff photographs
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Other Associations
• Burgess records
• Guilds and Associations
– Trades House
– Merchants House
• Friendly Societies
– Masonic lodges
• Trade Unions
– University of Warwick (www2.warwick.ac.uk/services/library/mrc)
– NLS / GUAS / NAS / Glasgow Caledonian
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Passenger lists
Maritime History Archive
Memorial University
of Newfoundland
www.mun.ca/mha/
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Funeral ledger, Wylie & Lockhead, 1884 (House of Fraser, Glasgow University)
Funeral Records
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Funeral Order Book 1887, Wylie & Lockhead, 1884 (House of Fraser, Glasgow University)
Funeral Records
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Solicitors Records
They will hold the papers of individuals, organisations and businesses who were their clients:
• family and estate papers
• title deeds
• business records of clients
• copies of wills
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Banking
Details of expenditure and income can give personal insights
Charles L Dodgson aka Lewis Carroll's accounts show: Sums that he spent on printing his pamphlets Paying his washerwoman The price of his ticket for the 1860 "Darwin" debate Donations to charities, inc the RSPCA
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Lewis Carroll's Bank Account
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House of Fraser
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Identifying possible sources
• Find out as much as you can
– Census, BDM records tells you occupations
– Family stories
• Post Office directories
– Sometimes tell you employers
• Newspapers
• Geography and maps
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Access and DPA
• More recent record may have access restrictions
• Business can close their records to protect their products - there is no legal requirement for businesses to provide access to their archives
• Data Protection Act will apply to protect the privacy of individuals – cannot make available personal information less than 75 years old to researchers.
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Locating business records
Please see the handout for these links
• www.nationalarchives.gov.uk/nra
• www.nas.gov.uk/nras
• www.scan.org.uk
• www.archiveshub.ac.uk
• www.a2a.org.uk (England & Wales)
• ssa.nls.uk (no www)
• www.rcahms.ac.uk
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Finding archives - NRA Search
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NRA Search result
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NRA Search Links
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NRA Search Organisations