How to Get Back Into Genealogy
Show Notes: Restart Your Genealogy!
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!
Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.
Get your Genealogy Restart checklist in the Resources section.
And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track.
How to Jump Back into Your Genealogy
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.
In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.
Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!
Genealogy Restart Checklist
I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!
Get my comprehensive downloadable Genealogy Restart Checklist. (Premium Membership required)
Step 1: Find Out Where You Left Off in Your Research
Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.
How to find your search history at Ancestry.com
At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”
This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.
You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.
On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.
Recent Search History page at Ancestry®
If you see searches in the list that you don’t need anymore, click the trash can button to delete them.
Notice over on the left that you are viewing Recent Searches, but you do have other options:
- All Recent (activity)
- Viewed Content (records you’ve viewed)
- Viewed Collections (record collections you accessed)
All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.
Review your activity history in your genealogy software.
You can also review your most recently activity in your genealogy database software.
In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.
Step 2: Identify Gaps that Need to be Filled
Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.
Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:
- your specific research question,
- the records you think you’ll need to answer it
- the locations where you think those records may be housed.
See this in action in my video Hard to Find Records, a Case Study.
Premium Members check out these classes with downloadable handouts:
- How Alice the Genealogist Avoids the Rabbit Hole which includes creating a research plan.
- Using Evernote to Create a Research plan
Step 3: Prepare for Genealogy Research Success Going Forward:
Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.
Genealogy software database
If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.
If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.
Genealogy software is typically very affordable. You can even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.
Premium Member Resource Video: Take Control of Your Family Tree.
Cloud backup
If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.
Status of Genealogy Website Subscriptions
Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.
If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.
A Paper Filing System
While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.
Filing Digital Content
The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.
Check out all of my organization system classes.
Source Citation Brush Up
Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.
With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.
Now’s the Time to Restart Your Genealogy
Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.
Resources
Downloadable ad-free Show Notes handout (Premium Membership Required.)
Bonus Download: Genealogy Restart Checklist (Premium Membership required)
Family History Software for Mac: Recommendations from You
Are you a Mac genealogist? Check out these family history software for Mac recommendations sent in by Genealogy Gems listeners.
Recently we’ve been talking about the importance of keeping your master family tree in family tree software on your computer, especially in the wake of Ancestry’s announcement that they’re retiring Family Tree Maker software. Lisa has given lots of suggestions, including RootsMagic 7 for Mac, but YOU have also sent in these comments for Mac-compatible family history software.
“On your list of software to replace Family Tree Maker for the Mac, you should take a look at MacFamilyTree 5
. The support is fast and fabulous. The graphics on screen and in print look up-to-date and easy to read.
As someone who has been using The Master Genealogist, I had to start looking for a replacement before the FTM users. My only complaint with MacFamilyTree is that you can’t attach sources to particular items of information as I can in TMG, but you can’t in any of the other genealogy software either. I miss being able to indicate that a source for the birth had the full date but only the state for the place, for example. So I haven’t given up on TMG yet because I don’t want to lose information as I migrate my data.” -Diana
2. Reunion 11
“I have received and read your website for some time, and have found many helpful ideas and comments. Your last edition (Family Tree Maker discontinued)
was indeed interesting, and verified how on top of things you are—thank you.
You suggested alternatives to Family Tree Maker…RootsMagic, MyHeritage, and Backblaze. (Editor’s note: Backblaze is Cloud backup for your computer, not genealogy software). While all three programs are available with versions that will work on Macs, in all fairness to Mac users, I suggest that you include (at least mention) that a great alternative for Mac is: Reunion 11 by Leister Productions. I have used this software since their beginning, and find it world-class for the Macintosh. They also have a method for moving your tree from Family Tree Maker to Reunion.” -Bill
More Family History Software for Mac
Thanks to Mac Users Diana and Bill for their recommendations. Here’s a great article from Family Tree Magazine outlining more options for genealogy software for the Mac.
More Inspiration from Genealogy Gems Like You
We love hearing from Genealogy Gems listeners and readers! Check out these posts from my “Mailbox.”
A Life-Changing Find at the National Archives- “I Was Robbed!” They Took the Computer AND the Backup Drive (Why You Need Cloud Backup)
Family History Episode 1 – Getting Started
with Lisa Louise Cooke
Republished August 8, 2013
Download the Show Notes for this Episode
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008. So many people have asked about it, I’m bringing it back in weekly segments.
In this episode, I chatted with Margery Bell, Assistant Director of the Oakland, California Family History Center. Her own family history journey started in her 20s with a visit to a relative’s house. She didn’t even know what to talk about! But it was a start. Years later, she visited the Northern Ireland home of her great-grandmother, and felt like she’d come home. Learn her tips for getting started and two inspiring stories of “genealogy serendipity.”
In the second half of the show, you’ll learn why choosing a database for your family tree is your first essential step. Hear about some of my favorite databases—both free resources and products you can pay for. Don’t spend too much time fussing about software: I’ll tell you why you should just pick something and go with it.
Choosing a Genealogy Database
Whether you want to build an elaborate family tree, or just want to know who your direct ancestors were and some of the stories about them, the place to start is to get yourself a family history database. You don’t have to be highly computer savvy to use one. They are VERY intuitive and user friendly. Basic data entry skills is all you need.
Now I know you’re anxious to get started finding out about the folks who came before you and contributed to putting you on this planet. But this step is key to long term success and enjoyment. I know too many people who have gotten all excited and jumped in, getting all kinds of information about their family, but without a database they very quickly end up with huge stacks of paper and stickie notes. With all this chaos they often end up duplicating efforts they forgot they already did which is a waste of precious time. And worst of all, when someone shows an interest in what they are doing, it’s impossible to coherently pull out the information from the jumbled stacks in order to share it.
Having a family history database will keep all of your findings organized, with proper background information on where you found the data, as well provide a place to pull together photographs, documents and everything else you discover along the way. It’s like painting a piece of furniture. A little prep work goes along way to a really nice finish.
Now there are lots of family history software programs out there, but you only need ONE, and all of them will serve your basic needs. So I’m going to give you my top choices. It’s you’re decision how much you want to spend and how sophisticated you want your database to be.
If FREE is your price range, and you’re looking for a place to stay organized with streamlined screens to work in without a lot of startup time, then Family Tree Legends Online is perfect for you. (Family Tree Legends Online is now Family Tree Builder by MyHeritage.
Don’t let FREE fool you into thinking it won’t do the job. Legends offers lots of family history charts; custom reports; helps you share your data and pictures on a CD or DVD; allows you to back up your files to CD or DVD; and includes genealogy programs for Palm handheld devices and the Pocket PC. I’ve used it and it’s great. You can download the software FREE at the above link.
If you’re a PC user and are willing to spend $30-40 dollars, there are several really good and easy to use options available. You can order the product or purchase a digital download which will save you some money. And frankly, I really don’t think you need to the physical boxed product. All the help you need is online. And all of these products offer a free demo that you can download to try it out before you buy.
The top seller is Family Tree Maker which is from the folks at Ancestry.com which is the largest online records website which we’ll be talking a lot more about in future episodes. Click on its name to learn more about Family Tree Maker. This is probably the most commonly used database out there.
If you’re looking for great printed reports that you can share then RootsMagic is a great choice. It’s available as a digital download from their website at RootsMagic.
Some of the differences you’ll find between these products is the types of reports and charts they produce. So if that’s important to you, you can try the demos and see which you like. But again, I really don’t think you can go wrong with any of these products. They are all well established and fully supported.
And I want to stress, it’s just important that you take the steps and get started. Don’t get bogged down in analyzing software forever. If you really want to change to a different program down the road you can always do that. But the important thing here is that you have a place to put the information that you find and be able to retrieve that information so you can share it with others.
Now if you’re a Mac user I have two solid programs you could use. Again, both of these programs offer free demos if you want to test drive them:
- iFamily for Leopard is the most affordable at $29.95.
- Reunion 9 is fairly pricey at $99.95. If you’re interested in Reunion 9, I highly recommend that you listen to Episode 51 of my more advanced Family History show called The Genealogy Gems Podcast. In that episode you can listen to a review of Reunion 9 by my contributing partner Ben Sayer, the MacGenealogist, who’s an expert on everything Mac for family historians. And if you want to compare iFamily against Reunion to see what you’re getting for your money, you can also listen to Ben’s review of iFamily in Genealogy Gems Episode 53.
Now when you fire up your new software database it’s going to ask you to fill in information about yourself, then your parents and so on. In family history we always start with ourselves, and then work our way backward. So enter everything you know. By just enter data on you and your parents, you’ll very quickly get a feel for how the program works. And once you get everything in there that you know, go ahead and try and print out a pedigree chart.
And there’s our first family history term: “pedigree chart.” You’ve probably heard the term used for pure bred dogs, but pedigree just means lineage or ancestral line. It shows your parents, grandparents, great grandparents, etc. No aunts, uncles or siblings. Just the folks you directly descend from.
Another type of chart your database can print is a descendant chart, which shows all the people who descend from one person. So if you had two kids, your descendant chart would show you at the top, and two children directly under you. This comes in real handy when you want to have a reunion of all the descendants of let’s say your great grandpa Marvin. You would go to Marvin’s card in the database, and then print the descendant chart from there. It would then include Marvin, all his kids, his grandkids, his great grandkids and so on. But it wouldn’t show the kids spouses, or Marvin’s parents. It’s just going to tell you who was born directly as a result of Marvin.
So enter what you know, and once you’ve got all that in there, play around with your new database by printing out a pedigree chart and a descendant chart. And next week we’ll start uncovering more clues to your family history.
Here’s a final thought for today: A famous idea taken from one of Shakespeare’s plays is that what is Past is Prologue. It seems to me that a key to moving forward in your life is to look back and see what’s come before. How things were done. What worked, and what didn’t. It can inspire you to continue family traditions or give you the motivation to create something new for the next generation.
Genealogy Gift Ideas: The Essentials
Every year people ask me for great genealogy gift ideas, so this year I’m counting down to the holidays by sharing my own holiday list (in addition to the Black Friday specials announced yesterday). Every day for the next week I’ll post my top picks on several topics: The Essentials, Genealogy On-the-Go, Get Geeky, Get Organized and Find Everything, Heritage Home Decor and Genealogy Entertainment. I hope you’ll find some inspiration here, either for gift-giving or for things Santa might bring you.
This week: The Essentials. To shop, please click the links below: when you do, you support the free Genealogy Gems podcast. (Thanks!)
Online family tree services are great, but I’m a big fan of keeping your master family tree in software on your own computer. This makes updates and backups easier and leaves your important data in your control. RootsMagic 6 Family Tree Genealogy Software / Book Bundle
I’ve heard Evidence Explained:Citing History Sources from Artifacts to Cyberspace 2nd Edition
now in its 16th printing. 124 pp, $19.95.
The Genealogy Gems Premium Membership is possibly the best (and most fun!) bargain around for fun, up-to-date genealogy education, as I hope you Premium Members out there are already aware. This membership gives you Genealogy Gems Premium Podcast episodes with exclusive interviews, tips and content; unlimited access to the Genealogy Gems podcast archive with hundreds of hours of programming; and video classes on my most popular topics like Evernote, Google Earth for Genealogy, Google search strategies, organizing your research and more. PRICE: $29.95. Between Black Friday (11/29/13) and Cyber Monday (12/2/2013) you’ll get a bonus ebook!