Planting Your Master Genealogy Family Tree

In this post I’m going to answer common questions about the best strategy for creating and maintaining your family tree data. 

master family tree

Should I build my family tree online?

This is a question I get in various forms quite often from Genealogy Gems Podcast listeners. But there’s really more to this question than meets the eye. Today’s family historian needs a master game plan for how they will not only build their family tree, but where they will build it, and where they will share it.

On the podcast I describe it this way:

Plant your tree in your own backyard and share branches online.

I’m going to explain what I mean by this by starting at the beginning.

When You Start Your Family Tree

If you’re new to researching your family’s history, you probably started out with one of the big genealogy websites, such as AncestryMyHeritageFindmypast, or FamilySearch. I refer to them as the Genealogy Giants because they have millions of genealogical records, and they offer you the tools to build your family tree on their website. (Learn more about what each of the Genealogy Giants websites have to offer here in this handy comparison guide.)

These sites make it easy to start entering information about yourself, your parents, and your grandparents either on their website or through their mobile app. But should you do that?

My answer is, “not so fast!” Let’s think through the long-term game plan for this important information that is your family’s legacy.

Family is Forever

Genealogy is a hobby that lasts a lifetime. It’s nearly impossible to run out of ancestors or stories to explore.

But have you noticed that websites don’t last forever? And even if they do, their services and tools will undoubtedly change over time.

And there are many, many genealogy websites out there. A large number of them will encourage you or even require you to start creating an online family tree on their site in order to get the most value from the tools that they offer for your research.

As you work with these different genealogy websites, you may start to feel like your tree is getting scattered across the web. It’s easy to find yourself with different versions of your tree, unsure of which one is the most accurate and complete version.

It’s this inevitable situation that leads to my conclusion that you build and protect a master version of your family tree. I’m not suggesting that you can’t or shouldn’t use an online tree. In fact, regardless of whether you do, you need a “Master Family Tree.”

Plant Your “Master Family Tree” in Your Own Backyard

What do I mean when I say that you should plant your “master family tree” in your own backyard? I’m talking about using a genealogy database software program that resides on your own computer. Let’s explore that further.

A master family tree has three important characteristics:

  1. It is owned and controlled by you.
  2. It is the final say on what you currently know about your family tree.
  3. It is protected with online backup to ensure it is safe.
master family tree

Your Master Family Tree

1. Your master family tree is owned and controlled by you.

If you create an online family tree on a genealogy website (or in the case of FamilySearch’s global online tree, you add your information to it) you have given final control of that information to the company who owns the website.

In order to own and control your tree, you will need a genealogy database software program installed on your own computer. I use RootsMagic (and I’m proud to have them as a sponsor of the Genealogy Gems Podcast) but there are other programs as well.

A genealogy database software program is installed on your computer. The program and the data you enter into it belongs to you and is under your personal control.

Genealogy databases allow you to not only easily enter data, but also to export it. If you wish to use a different program later, or add your existing data to an online tree, you can export your family tree data as a universally accepted GEDCOM file. (Learn more about GEDCOM files in this article.)

2. It is the final say on what you currently know about your family tree.

As you research your family tree, you will come to important conclusions, such as an ancestor’s birthdate or the village in which they were born. It can take a while to prove your findings are accurate, but once you do, you need one location in which to keep those findings. And most importantly, you must be able to cite the sources for that information. That one location for all this activity is your genealogy database.

However, the nature of genealogy research is that it can take some digging to prove the information is correct. During the process of that research you may find information that you aren’t sure about, and it can be helpful to attach it to the online tree that you have at the same website where you found the information. That gives you a way to hang on to it and keep researching. You can always remove it later. We’ll talk more about strategies for using online family trees a little bit later.

Once you are convinced that the information is correct, then its final resting place is your Master Family Tree. You enter the information and add source citations. This way, whenever you need an accurate view of where you are in your completed family tree research, you can turn to one location: your genealogy database software and the Master Family Tree it contains.

3. It’s protected with online backup to ensure it is safe.

Your family tree isn’t safe unless the database file is backed up to the cloud.

Who among us hasn’t had a computer malfunction or die?

It isn’t good enough to simply back up your computer files to an external hard drive, because that external hard drive is still in your house. If your house is damaged or burglarized, chances are both will be affected.

Another problem with backing up to an external hard drive is that they can malfunction and break. And of course, there is the problem of remembering to back it up on a regular basis.

Cloud backup solves all these problems by backing up your files automatically and storing them safely in an offsite location. 

Cloud backup is actually very simple to install and requires no work on your part once it’s up and running. (We’ve got an article here that will walk you through the process.)

There are many cloud backup services available. I use Backblaze (which you can learn more about here). As a genealogist I have a checklist of features that are important to me, and Backblaze checked all the boxes.

Regardless of which service you choose the important thing is to not wait another day to set it up. This protection is a critical part of your Master Family Tree plan.

Using Online Family Trees

Now that you have your own database on your own computer that is backed up to the cloud for protection, let’s talk about strategic ways that you can use online family trees.

First, it’s important to realize that you don’t have to create a tree on a genealogy website just because they prompt you to do so. While there are benefits for you to doing so, the company who owns that website actually benefits tremendously as well.

In today’s world, data is very valuable. I encourage you to read the terms of service and other fine print (I know, it’s boring!) because it will explain the ownership and potential use of that data.

While it’s not the focus of this article, it’s important to understand that other industries are interested in family history data, and data may be shared or sold (with or without identifying information, depending on the terms).

But as I say, there are benefits to using online family trees. These benefits include:

  • Hints – Online family trees generate research hints on the Genealogy Giants websites and some of the other websites that offer trees.
  • Cousin Connection – Online family trees offer you an opportunity to possibly connect with other relatives who find your tree.
  • DNA – Online family trees can now dovetail with your DNA test results (if you took a test with the company where your tree resides). This can offer you additional research avenues.

These benefits can be helpful indeed. However, problems can arise too. They include:

  • Copying – When you tree is public other users of the website can copy and redistribute your information including family photos.
  • Errors – If you discover an error in your tree, you may fix it, but chances are it has already been widely copied and distributed by other users.
  • Email – If you have your entire tree online and your email notifications are active, you may receive an onslaught of hints for people in your tree. Often these are very distant cousins that you are not actively researching. And let’s face it, the emails can be annoying and distract your focus from your targeted research. For example, as of this writing at Ancestry.com you can’t select which ancestors you want to receive email hint notifications for. You can only select hints for the entire tree.

So, let’s review my strategy:

Plant your tree in your own backyard and share branches online.

Now that you’ve planted your tree in your own backed up software, let’s explore the ways in which you can share branches online.

Targeted Online Family Trees

Many people don’t realize that you don’t have to add your entire tree to a website. You can just add parts of your tree.

For example, I may just put my direct ancestors in my tree (grandparents, great-grandparents, and so forth). This can still be a fairly larger number of people. I may want to include their siblings because they grew up in the same household. But I can leave out the far-reaching branches and relatives that really don’t have a direct impact on that line of research.

You can also have multiple trees that focus on specific areas of your research that are important to you.

Exploratory Online Family Trees

Some genealogists also create trees that represent a working theory that they have. This type of tree can help expose where the problems or inaccuracies lie. As you research the theory and as hints arise it can become very clear that a relationship does not exist after all.

An exploratory tree is an excellent reminder that we can’t and shouldn’t make assumptions about someone’s intent or purpose with their online tree. I’ve heard from many people who are angry about inaccuracies they find in other people’s trees. But we can’t know their purpose, and therefore, it really isn’t our place to judge.

However, it is a fair argument that a good practice would be to clearly mark these exploratory trees accordingly to deter other users from blindly copying and replicating the inaccurate information. An easy way to do this is in the title or name of the tree. For example, a tree could be titled “Jonas Smith Tree UNPROVEN”.

Creating multiple, limited trees can be an effective strategy for conducting targeted online research that only generates hints and connections for those ancestors that you are interested in at the current time.

And remember, you can remove any of your trees at any time. For example, you can delete an exploratory tree that has served its purpose and helped you prove or disprove a relationship.

Plan Now for Success

A family tree can seem like a simple thing, but as you can see there’s more to it than meets the eye. A bit of planning now can ensure that your family tree stays healthy and growing. 

About the Author

Lisa Louise Cooke is the Producer and Host of the Genealogy Gems Podcast, an online genealogy audio show and app. She is the author of the books The Genealogist’s Google Toolbox, Mobile Genealogy, How to Find Your Family History in Newspapers, and the Google Earth for Genealogy video series, an international keynote speaker, and producer of the Family Tree Magazine Podcast.

Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!

1950 Census Locational Tool Project for Genealogy

Hands up, who wants to help prep the 1950 U.S. census for us all to explore?

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The 1950 census won’t be released to the public for seven more years, but it took just longer than that to create the locational tools that millions of researchers have used to find their families on the 1940 census.

The dynamic duo of Steve Morse and Joel Weintraub, who produced the locational tools for the 1940 census on the Morse One-Step site, are recruiting 200+ volunteers to help transcribe enumeration district definitions and create urban area street indexes for the 1950 census.

Their “job description” for these volunteers sounds really meaty and hands-on: “These projects aren’t for everybody. Volunteers should have basic computer skills, typing skills, have access to the Internet, be detail people but not perfectionists, be independent workers and able to follow instructions, be patient enough to handle large amounts of information, and be comfortable with projects that may take weeks or months, not hours, to accomplish. You should be able to handle and manipulate images (jpgs) of maps and Enumeration District (ED) definition scans. A large computer monitor would be desirable but not essential. We will provide instructions for carrying out the work, and a place to ask questions. Volunteers may use some free programs to help speed up the entry process. We expect volunteers to make steady progress on their assignments, and we have the luxury of time right now to do it well.”

Learn more about the project here, and try the 1940 One-Step locational tools here.

 

 

How to Download Backblaze in 4 Easy Steps

Download BackblazeDon’t be intimidated by signing up for Backblaze, the cloud-based computer backup service I recommend.
Here’s how to download Backblaze in four easy steps. Protecting genealogy data, family photos, and other files is essential!

I was pretty startled when I discovered that the cloud backup service I used to use wasn’t backing up my video files! That was a deal-breaker for me. So, after reviewing other cloud backup service options, I chose Backblaze. I’m really glad I did. Backblaze runs 24/7 through my internet connection and is constantly saving changes I make to every file. That means if my computer is lost, stolen, destroyed, or hit with deadly viruses, I’ll always have copies of my files and that even includes my large video files!

Genealogy Gems Premium website member Kathy felt a little intimidated about downloading BackBlaze for the first time:

“I received your e-mail yesterday with all the helpful information. I remember you mentioning Backblaze in previous e-mails, and I looked up their website and read the information I could find. However, it did not show the download steps, so I could not tell how difficult it would be and if it would ask me really hard questions that I would not know how to answer during backup, so I didn’t subscribe.

I have had a few external hard drives with backup programs before and they were very difficult and I didn’t want to go through that again. But, I decided that today would be the day, that I would back up my computer…I subscribed to Backblaze. I trust your judgement, so thank you for your advice.”

Have you wondered, like Kathy did, if it would be complicated to set up Backblaze? Has it held you back from taking the leap to protect your files? I want you and our other readers and listeners to feel 100% confident in downloading this awesome back-up service. Here’s how to download Backblaze to your device in four easy steps.

  1. Click here to go to Backblaze and begin your free 15-day trial by clicking on “Try Free Trial.”Download Backblaze
  2. You will be asked to create an account using your email address and choosing a password. Once you have clicked “Start Backing Up,” a pop up window will appear and you can download Backblaze to your device.How to download Backblaze
  3. Next, another pop-up window will ask your permission to install Backblaze to your device. Click “Ok.”
  4. Wait patiently. Yet another pop-up window will appear and ask you to “Install.” Click “Install Now.” It may take several minutes depending on the speed of your internet connection.Download backblaze

You have now installed Backblaze and the back-up process has begun. You can continue to use your device normally as all your data is backing up.

How to Schedule Your Back-up Time

It is quick and easy to set up a time for Backblaze to back-up your data. By clicking on “Settings,” and then “Schedule,” you have the pull-down menu options of a continuous backup (this is the option Backblaze recommends, and the one I chose,) a daily backup, or “when I click <back up now>.” Choose whatever option is best for you and then click “Apply” and “Ok” at the bottom of the window. You are all set!

A Crucial Aspect of Your Genealogy Research

So, why did Kathy want cloud backup service? She says:

In 2013, we had a house fire and we lost everything but the clothes on our backs. I lost 30 years of genealogy, all my records and my genealogy library, plus all the ancestral photos that can never be replaced. I did have a back-up system, but it burnt right along with my computer. At first, I thought I would never do genealogy again. I would never be able to replace all that I had lost. It was costly enough to order all the birth, death, and marriage records the first time. There was no way I could do it again. I bought another computer and a copy of Family Tree Maker 2012 and decided that I would just work on some of the families that I was most interested in. I have very limited resources now, but I am enjoying trying to rebuild little bits of my tree. Thank you for all you do for the genealogy community. It is greatly appreciated.

My heart aches for Kathy’s loss. I hear stories like her’s far too often. I truly believe that backing up our precious genealogy data is a crucial (and underutilized) aspect of family history research. I hope her story will help to encourage others to start backing up today. I am so happy that many Gems, like Kathy, are now using Backblaze.

After doing my homework, I was proud to bring Backblaze on as the official backup of The Genealogy Gems Podcast. Please get the word out there to your favorite genies that Backblaze is an effective and cost-efficient way to save us from loss of our most important data. They’ll be thanking you!

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