Over the past year, CWRGM Assistant Editor Andrew W. Hoffman has led a major effort to annotate thousands of individuals named throughout the CWRGM scholarly edition. His work helps users more easily navigate the collection and better understand the people who shaped the Civil War and Reconstruction era in Mississippi. In the following post, Hoffman shares guidance developed through this process to help CWRGM annotation team members—and genealogists and editors working on other projects—more efficiently and accurately identify, research, and annotate the people referenced in digital scholarly editions.
By Andrew W. Hoffman, Mississippi State University
Annotating the people mentioned in the Civil War and Reconstruction Governors of Mississippi (CWRGM) scholarly edition is more than identifying names – it is the process of uncovering the experiences of people who would otherwise be lost to history and providing that information to the general public. As a result, annotation can be one of the most frustrating yet rewarding parts of preparing a digital edition. The following guide offers documentary editors several strategies to alleviate some of the frustration, avoid common pitfalls, and make the process more efficient while maintaining precise and accurate annotations of the people mentioned in the CWRGM.
Beyond serving as a transcription platform, CWRGM uses FromThePage (FtP) to manage and organize the annotation process, enabling careful review of subject tags and their associated materials. After you navigate through FtP and locate a subject tag, it is essential to pay close attention to contextual details. Indeed, ensure you read through all the documents in the “reference” section of the subject tag to gather any information about the person, which will expedite your research. Pay close attention to even minor details; small clues can point you toward additional sources and a more comprehensive understanding of the individual.
Reviewing Subjects in CWRGM
William Henderson Curtis’ subject tag demonstrates how this process works. As shown in Figure One, Curtis’ tag contains seven referenced documents. The second figure further illustrates how the transcription of these documents provides context, including Curtis’ political affiliations, officeholding, and places in which he lived. By reviewing each document, it becomes clear that “W. H. Curtis” served as the probate clerk for Carroll County, Mississippi, during the 1860s. Taken together, these references provide the foundational information necessary to begin additional research in census records, newspapers, and other online databases.


Researching Subjects in External Databases
Once you have obtained enough context about the subject, there are a plethora of digital research tools to utilize to conduct your research. For this guide, the four most useful research tools are Ancestry.com, FindaGrave, Newspapers.com, and Fold3. While research can be conducted in many ways, one of the quickest and most reliable methods is to search for the individual in the United States federal censuses on Ancestry. When doing so, it is important to use carefully selected search parameters, particularly name and location, with a preference for county-level searches rather than specific towns. This approach accounts for individuals who moved within local regions rather than remaining in a single town, while still effectively narrowing the results.
Once a potential match is identified, researchers should verify the entry by cross-referencing Ancestry’s transcription with the digitized census record, as transcription errors are extremely common. After confirming the individual in the census, the next step is to search for them in FindaGrave. Because of inconsistencies in nineteenth-century record-keeping, birth dates often vary. Discrepancies of up to three years between census records and FindaGrave entries are generally acceptable. A similar logic applies to geography because people moved locations within their lifetime, but often only within a county or two. Indeed, if the census places someone in a particular area and their FindaGrave entry shows them buried in or near that same location, that is typically strong enough to confirm you have the correct person.
Handling Duplicate Subjects, Categorization, & Other Errors in FromThePage
After you have accumulated enough information regarding a subject, you must add their birth and death dates at the end of their name, attach the URL in the “URI” section, and then add your annotation to the “description” section. When entering the subject tag’s name, triple-check that the name is spelled correctly, includes proper spacing, and uses correct capitalization, as even minor inconsistencies will generate multiple entries in FtP. For instance, entering “MCCardle, William H., 1815-1893” instead of “McCardle, William H., 1815-1893” will result in two separate subject tags for the same individual. Likewise, “McCardle, William H, 1815-1893” — which omits the period after the middle initial — will also create a duplicate entry. By paying close attention to these minor details, you will avoid this common pitfall. Then add the child categories — “Men,” “Confederate Veterans,” and “Widowers,” for instance — before you remove the parent category of “People,” so you can more efficiently assign subcategories before it is removed from the broader grouping. Always refer to the Annotation Protocols to enter this information into FtP correctly.
Separating Subjects
Some of the subjects that you will encounter are linked to multiple individuals with the same name; when this occurs, create new subject tags to distinguish between them. For instance, the subject tag “Smith, John” is a fairly generic name and may refer to multiple individuals, requiring distinct tags to separate each person accurately. To do so, you must carefully review each document attached to the subject tag and use identifying clues such as location, military rank, author of the document, and the dates the document was written to determine which individual each record refers to. When you identify a reference to a different individual, navigate to the “Transcribe” section, locate the subject tag within the brackets, and edit the left-hand side of the pipe character (|) to update the tag with the corrected birth and death dates or other distinguishing details (see Figure Three for an example). Remember to click “save” when finished; this will either attach the document to the correct existing subject tag or create a new one. If a new subject tag is created, annotate that individual according to this guide and the annotation protocols document.

Combining Subjects
On the other hand, there will be multiple subject tags that are all referring to the same person. Clues that indicate this include documents linked to the same location, records written by the same individual, or consistent details such as military rank or other identifying biographical information. When this happens, you need to combine these subject tags into one. While you can combine these tags manually through each document in the “transcribe” section, a more efficient way is to check the “Possible Duplicates” on the subject tag’s setting page. If the subject tags are “West, Absolom Madden, 1818-1894,” “West, Absalom Madden, 1818-1894,” and “West, A. M., 1818-1894,” combine them from the most complete and accurately identified subject tag — in this case, “West, Absolom Madden, 1818-1894.” In so doing, it will pull all document references under the correct tag, automatically update the subject tag in those documents and delete the duplicate subject tags. Be careful to combine duplicates from the correct page; if you instead combine them while working from a less complete tag, such as “West, A. M., 1818-1894,” FtP will delete the more detailed subject tag, which can be especially problematic if an annotation has already been drafted within it. To combine duplicates, click the white box in the “Possible Duplicates” section, then click “Combine Selected.” In some cases, both subject tags will already be annotated, and those annotations will merge. If this occurs, ensure that only one accurate annotation remains by copying the preferred version into a separate document, deleting the merged annotation, and then pasting the correct text back into the “description” section.
Fixing Uncategorized Subjects
Occasionally, FtP will not move every document correctly and may place some records into a separate tag under the “Uncategorized” section. When this happens, navigate to the uncategorized subject tag, open the affected document, paste the correct subject tag into the left-hand pipe character in the transcription, then click “Save.” This process will merge the document into the correct subject tag. After verifying that the uncategorized tag no longer contains any attached documents, delete the empty tag. Only delete subject tags with zero documents under the “references” on the right-hand side of the page, as deleting a tag with attached documents may result in the loss of those records. Subject tags will only need to be deleted if they were created in error, combined with another tag, or have no document attached. As part of your weekly routine, check on this “uncategorized” tab to ensure all documents are properly categorized and accounted for. In cases where multiple subject tags refer to the same individual, do not simply move them into the correct child categories. Instead, first ensure you are working within the already annotated and correctly categorized tag. From there, combine multiple duplicate tags so that all related records are merged accurately under a single subject entry.
Annotating Families Together
As a general guideline for efficient annotation, some documents refer to multiple members of the same family. When this occurs, annotate all identifiable family members mentioned in the document, as they are often connected through the same records and can be researched more efficiently together. The subject tag “Harrison Turner” – a freedman also known as “Rabbit” — for instance, appears in documents that also reference other members of his family. In one letter written to Turner by Mary Shaifer, Shaifer refers to “your mother,” which identifies an additional individual connected to Turner. In that case, you should research and create a subject tag for Turner’s mother after you have completed and verified the annotation for Turner himself (see Figure Four for an example of this). Moreover, if Turner’s mother was initially tagged as [[Turner, Unknown]] but subsequent research uncovers her name and biographical details, revise the tag accordingly rather than creating a duplicate subject tag. In many cases like this, individuals can be cross-referenced through sources such as the United States Federal Census or FindaGrave entries, which often list family members together and help confirm relationships while streamlining the annotation process.
If some individuals remain unknown, copy and paste the pre-written CWRGM-approved annotation indicated in the annotation protocols document and place the phrase “(multiple unidentified entries)” behind the subject tag’s name. Unfortunately, some individuals will remain unidentified due to limited available information online. While the instinct may be to continue searching indefinitely, avoid spending excessive time on a single person who may yield no results. Instead, set a reasonable time limit for your research; if no additional information is found, mark the individual as unknown or make a note to revisit the tag later and move on.

By paying close attention to the details, following this guide, and regularly consulting the annotation protocols document, the annotation process becomes much smoother and more efficient. While this is not a comprehensive guide to bring context to the Mississippi Civil War and Reconstruction Governors’ records, it does help to avoid common pitfalls in the annotation process.
Please direct any questions regarding annotation to CWRGM Co-Director Dr. Lindsey R. Peterson.
Andrew W. Hoffman is a Ph.D. candidate in the History Department at Mississippi State University, specializing in the Civil War era, the American South, and historical memory. His research focuses on the intersection between the Lost Cause, Progressive-era reform, and New South Boosterism. He has received several research fellowships, including the War, Power, & International Affairs Fellowship from Mississippi State University and the John L. Nau III Center for Civil War History fellowship from the University of Virginia. He also serves as an assistant editor of the Civil War & Reconstruction Governors of Mississippi project, which digitizes, transcribes, and annotates nearly 20,000 records from Mississippi’s governors’ offices, making them freely accessible online.





















