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Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
Using business records for family history
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Using business records for family history

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This is a copy of a presentation given to the Central Scotland Family History Society on the subject of using business archive collections for family and local history.

This is a copy of a presentation given to the Central Scotland Family History Society on the subject of using business archive collections for family and local history.

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  • Sold Trader - owned by an individual, individual responsible for all finance / debts and has unlimited liability Records: Finance, Correspondence, Orders / production, Staff, Personal papers Partnership - two or more partners, eg “& Son”; “& Co” Not “Ltd”. Partners are jointly responsible for finance/debts and have unlimited liability Records: Partnership agreement, Finance, Correspondence, Production / Sales, Client records Limited liability – Directors, Managing Director and Company Secretary, Shareholders, Shareholders only liable for what they invest (i.e. limited liability) Controlled by Companies Acts and information about them in the Registrar of Companies at Companies House www.companieshouse.gov.uk Statutory records: 1844 “full and fair” balance sheet and board minutes (not compulsory until 1908) 1856 Memorandum and Articles of Association 1928 profit and loss accounts to be presented to AGM and registrar PLC - Created by Companies Act 1980, Limited liability, Chairman, Company Secretary, Directors, Shareholders only liable for what they invest. Listed/quoted on Stock Exchange Registrar of Companies at Companies House www.companieshouse.gov.uk Statutory records: 1985 Annual reports and Accounts Directors’ report Auditors report Annual return (Address, nature, details of directors) If company dissolved then Registrar can transfer records to TNA / NAS
  • Register of Directors Register of Members/Transfers Statutory returns to Companies House Share certificates Letter books HR/Personnel records/Wages Finance: Annual Report & Accounts, Cash books, Day books, Journals, Ledgers Other: Trade marks, Production records, Plans/drawings, Marketing materials, Photographs, Sports clubs etc, Objects!
  • Transcript

    • 1. Using Business Records for Family & Local History Kiara King Archivist, Ballast Trust 13 October 2010
    • 2. Overview
      • Business records for family/local history
      • Issues and advantages
      • Why business records are kept
      • Types of records
      • How to find business records
    • 3. 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
    • 4. 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)
    • 5. Why do businesses keep records?
      • Evidence
      • Proof
      • Legal requirements
      • A work tool
      • Managing work and people
    • 6. Types of business
      • Sole Trader
      • Partnership / Co-partnery
      • Limited liability company (Ltd)
      • Public Limited Company (PLC)
    • 7. 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
    • 8. Stirling Guildry minutes 1799 - 1812 Showing entry relating to a women trading in Stirling very unusual ( PD6/1/8 Stirling Council Archives)
    • 9. Stirling Incorporation of Baxters minutes 1797 - 1927
      • Showing admission of man on successful production of veal pie 1816.
      • (PD7/5/1 Stirling Council Archives)
    • 10. 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!
    • 11. School books payments 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)
    • 12. 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
    • 13. Salaries book Scotts Shipbuilding (Glasgow University)
    • 14. Govan Colliery Company pay book Colliery pay book Contains: Name Position Pay amount Dates William Dixon and Co. Ltd (UGD 001, Glasgow University)
    • 15. Managers & Assistants Letterbooks
      • Mr Strachan’s letterbook
      • Reports a tiger attack
      • James Finlay & Co Archive (UGD 91/1/6/3/1
      • Glasgow University)
    • 16. Apprenticeship Records
      • Robert Macilwain’s apprenticeship record 1900-1905
      • Contains:
      • Name
      • Dates
      • Terms
      • Yearly pay rate
      • Upper Clyde Shipbuilders, Riveter Apprentice Book
      • (Glasgow University)
    • 17. Apprenticeship agreement
    • 18. Accident books
      • Details of accident
      • Witnesses
      • Time off
      • Un-indexed
      • Information may
      • also appear in
      • newspapers.
    • 19. Industrial Paternalism Ayr Place, Catrine Village Register James Finlay (UGD 091 Glasgow University)
    • 20. Recreation
      • Sports clubs
      • Societies
      • Staff magazines
      • Provide:
        • Records
        • Objects
          • Trophies
          • Photographs
      Kincaids Magazine
    • 21. Staff photographs
    • 22. Other Associations
      • Burgess records
      • Guilds and Associations
        • Trades House
        • Merchants House
      • Friendly Societies
        • Masonic lodges
      • Trade Unions
        • University of Warwick (w ww2.warwick.ac.uk/services/library/mrc)
        • NLS / GUAS / NAS / Glasgow Caledonian
    • 23. Passenger lists
      • Maritime History Archive
      • Memorial University
      • of Newfoundland
      • www.mun.ca/mha/
    • 24. Funeral Records Funeral ledger, Wylie & Lockhead, 1884 (House of Fraser, Glasgow University)
    • 25. Funeral Records Funeral Order Book 1887, Wylie & Lockhead, 1884 (House of Fraser, Glasgow University)
    • 26. 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
    • 27. 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
    • 28. Lewis Carroll's Bank Account
    • 29. House of Fraser
    • 30. 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
    • 31. 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.
    • 32. 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
    • 33. Finding archives - NRA Search
    • 34. NRA Search result
    • 35. NRA Search Links
    • 36. NRA Search Organisations
    • 37. Questions
      • Kiara King
      • Archivist
      • [email_address]
      • www.ballasttrust.org.uk

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