How to Get Started with Using DNA for Family History

Test DNA for Family History

 Anyone can Test DNA for Family History

DiahanSouthard genetic genealogyFrom Diahan Southard, Your DNA Guide here at Genealogy Gems: DNA testing is one of the most personal ways to get involved in your family history. You have DNA from your parents, who have DNA from their parents, and so it goes, back into your greats and great-greats. The technology of genetic genealogy is all about tapping into that DNA record and pulling out information that might be useful in your family history. DNA can do this for you in two ways:

  • First, it connects you to places. These are places where your ancestors came from a hundred, a thousand, or tens of thousands of years ago.
  • Second, it connects you to people. These people are your genetic cousins, other living people who have taken the same DNA test that you took. The similarities in your DNA tell you that you share a common ancestor. You can then examine the pedigree of your match and work with them to help verify your family history, or give you new ideas about who your ancestors might be.

Types of DNA Tests for Family History

You have three choices of DNA tests, each with its own unique purpose.

YDNA – Essentially, if you want to know about a male ancestor, you need to find a direct male descendant to be tested. So if I want to know about my 3X great grandfather Morris Mitchell, I need to find Morris’s son’s son’s son, etc. until I find a living male with the Mitchell surname who can be tested on the Y chromosome DNA (mtDNA) test at Family Tree DNA.

mtDNA – If I want to know about a female ancestor, let’s say Mary West, I need to find Mary’s daughter’s daughter’s daughter’s etc. child (male or female) to take the mitochondrial DNA (mtDNA) from Family Tree DNA.

Autosomal DNA – For any ancestor, male or female, who is fewer than 5 generations from you, you can take the autosomal DNA test at either Family Tree DNA, AncestryDNA, 23andMe, or MyHeritage to find out more about that individual. Remember with the autosomal DNA that you always want to test the oldest generation first. So anyone who does not have both of their parents living should take the autosomal DNA test.

Companies that can Test DNA for Family History

There are several companies that test DNA for family history including:

Each of these companies is offering a very similar kind of test, but each has their own unique tools and databases. Decide which company you want to test with by evaluating things like:

  • their website accessibility
  • their company goals
  • and especially the size of their database

You can see a table comparing these companies here. The MyHeritage test is new, and is not on the chart yet, but will be soon.

Great (DNA) Expectations

The best thing you can do when setting out on your genetic genealogy journey is set good expectations. You can expect that the test will document the personal genetics of the person who takes it. By so doing, you are creating another genealogy record that will last for generations. This test will link you to your ancestors via your cousins. That means that you may take the test looking for ancestors, but what you get are cousins. It will take traditional genealogy work to turn those cousin connections into ancestral connections. Above all, expect that this is a growing industry, and what we know today is different than what we will know tomorrow, so enjoy the journey!

DNA Resources

There are several comprehensive books on Genetic Genealogy out there. However, for the layman who just wants to understand their DNA test results and get some additional value from them, an entire book full of scientific explanations can  be overwhelming and daunting. The following email is one we receive regularly:

Could you direct me to an understandable publication which explains DNA results in layman’ terms?

Thank you
Anne B.

Genetic Genealogy for the Layman

Lisa Louise Cooke Genealogy Gems Family History PodcastFrom Lisa Louise Cooke, host of The Genealogy Gems Podcast: I put myself in the category of “layman” when it comes to understanding DNA test results. And that’s why when I met DNA expert Diahan Southard at a genealogy conference, I immediately invited her to join Genealogy Gems. Diahan’s enthusiasm is contagious, and her ability to explain genetic genealogy to the layman is second to none!

I encouraged Diahan to immediately get to work putting her easy-to-follow explanations into a new series of quick reference guides. Genealogy Gems Publications is proud to publish her wonderful series of DNA quick reference guides for understanding your DNA results in plain language, and helping you get the most out of the investment you made in testing.

Start Here to Jump into Using DNA for Genealogy

Here’s a link to our DNA videos on YouTube with the author of the guides, Diahan Southard. As you will see, she has a ton of enthusiasm for helping the layman understand and get the most out of their DNA!

Diahan has a regular segment on my free Genealogy Gems Podcast where she answers your questions and provides invaluable insights into the latest in genetic genealogy. You can also find the complete archive of DNA articles at Genealogy Gems by clicking here. The most recent will appear first and then scroll down to read through the past articles.

For those who have tested with Ancestry DNA

If you took the Ancestry test, I would definitely recommend the following guides:

The beauty of the DNA quick reference guide series is that you can mix and match the guides to perfectly suit the testing you have done. We’ve published Diahan’s guides that delve into the testing companies FamilyTreeDNA and 23andMe, as well as the other tests available such as Mitochondrial (for your maternal line – both men and women can take this test) and YDNA (for your paternal line – only men take this test.)

Take Your DNA Test Results to the Next Level

If you’ve already tested and feel like you have a good foundation, then I highly recommend Diahan’s Advanced DNA Bundle. It will take your DNA test results to the next level by instructing you on the heart of what matters in plain English.

 

Episode 146 – Maureen Taylor’s New Film Project, Genealogy News, and A Fabulous Use for Google Alerts

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In this episode we discuss the latest genealogy news, one listener’s fabulous use of Google Alerts, and Maureen Taylor’s new history film project.

 

NEWS:

Google Earth 7
Google as just released Google Earth version 7. Google Earth is an amazing tool for genealogy so new enhancements are always welcome! This new version enables you to explore a number of cities around the world in 3D, from Long Beach, California, to Rome, Italy. The 3D imagery uses the enhanced modeling capabilities, previously found on only mobile devices.

In my video CD Google Earth for Genealogy Volume II I go into detail about 3D models and even give you resources for how you can get your own 3D models of everything from your house, to your ancestor’s home.

Download the new Google Earth 7 and get even more 3D imagery.  You’ll find comprehensive and accurate tours of more than 11,000 popular sites around the world, including our growing list of cities where new 3D imagery is available.

A big change with this new version is the tour guide feature which serves as sort of a virtual local expert that suggests places nearby that you might want to explore and providing you with background information on the location.  You’ll find the tour guide along the bottom of the screen, and it looks like sort of a film strip of thumbnail images representing various tours that are available. These change based on where you are on the Google Earth globe.

List of updated Google Earth imagery

What’s new in RootsMagic 6 Video
And there a favorite genealogy program that just got a new fresh update. RootsMagic 6 is now available, and you can see what’s new in the newest version of the genealogy database program in a brand new video they’ve published on their website at http://www.rootsmagic.com/webinars/

In the video you will see new features in action such as:

  • Online Publishing
  • Find Everywhere feature
  • Live Timeline View
  • WebTags
  • CountyCheck Explorer

If you are a current paid user of RootsMagic, you can upgrade for just $19.95.  New users may purchase RootsMagic 6 for only $29.95. Order online at http://rootsmagic.com/RootsMagic/

Special Holiday Offer Now through Dec. 20, 2012
Order gift copies of RootsMagic 6 for just $19.95 (plus shipping).  You can also order other RootsMagic products at that same $19.95 price. Order the special holiday at http://www.rootsmagic.com/holidayoffer or order by phone at 1-800-ROOTSMAGIC (1-800-766-8762).

The next item here is that the Family Tree Service coming soon to FamilySearch.org
According to a FamilySearch press release, “Within the next few months, FamilySearch will make Family Tree available to everyone on its website. The first of many updates planned for FamilySearch.org, Family Tree will provide a free and engaging way to discover, preserve, and share your family history. Family Tree will also offer specialized tools to make temple work for your ancestors even easier and more convenient.

Watch an Introduction to Family Tree that shows 7 reasons to be excited about Family Tree.

Family Tree will enable you to:

  • Save family information into a genealogy tree
  • Edit and delete incorrect data, including relationships
  • Connect and collaborate with others on shared family lines
  • Show where information came from
  • Link to online photos and documents

If you have questions about what Family Tree will be like or how it will work, you can log in to a special training website that offers online courses, how-to videos, informational handouts, and step-by-step training.

Get started with Family Tree today by watching the introductory video or reading about it on the training website. Family Tree will be open to everyone in the next few months.

 RootsTech conference in Salt Lake City
The Early Bird price for the full 3-Day Pass which gives you everything RootsTech has to offer is $149, discounted from the regular full price of $219

Students: One-day only pass for $89 and students can get a 3 day pass with their student ID for just $39

Getting Started 3 Day Pass for beginners:  gives you access to over 30 classes in the Beginner track is just $39 for the early bird price, and the regular price will be $49

Getting Started one-day pass giving you access to a selection of fundamental classes for just $19

I will be at RootsTech 2013 teaching a variety of classes in addition to my booth in the exhibit hall, and some free demo classes I’ll be doing in the Demonstration Area of the Expo hall. So I hope you get RootsTech 2013 on your calendar because I look forward to seeing you there.

Ireland – National Archives launches new website

The National Archives of Ireland has launched a new genealogy website at http://www.genealogy.nationalarchives.ie/  which will initially host the 1901 and 1911 Censuses, Tithe Apportionment records from 1823-37, and Soldiers’ Wills from 1914-17.

New at ScotlandsPeople
Scottish wills and testaments from 1902-25 now online at the ScotlandsPeople at http://www.scotlandspeople.gov.uk/

Millions of Old Newspaper pages added to FindMyPast
findmypast.com has just published millions of pages of historical newspapers from not only England, but also across Wales and Scotland as well. This collection contains local newspapers for the period 1710-1950. More than 200 titles are included. Go to http://www.findmypast.co.uk/search/newspapers

Ancestry.com launches newspapers.com
On November 29, 2012  Ancestry.com Inc., announced the launch of Newspapers.com, a web site designed to offer a collection of more than 800 U.S. newspapers dating from the late 1700s into the early 2000s.

Comprising more than 25 million pages, Newspapers.com offers a historical and present-day newspapers ranging from the New York Times to small town and local newspapers throughout the United States.

According to Ancestry’s press release “The search capabilities on Newspapers.com are specifically designed for newspapers enabling users to easily search by keywords, location, time period and newspaper name.”

The yearly subscription rate is $79.95 for subscribers and $39.95 for Ancestry.com or Fold3.com members. Newspapers.com also offers a 7-day free trial that can be activated at www.newspapers.com.

Ancestry has launched a new Community Support site at Ancestry.com
You can access Community Support by clicking on “Get Help” at the top of the Ancestry.com homepage. Once on Online Help, you will see a button for “Ask the Community” on the right hand side. That link will take you directly to Ancestry’s new Support Communities.

MyHeritage Buys Geni.com
MyHeritage have just bought our long-term rival Geni.com – and also raised $25million in new funds. As a larger community, the users of MyHeritage and Geni.com will now receive matches with the other website family trees, and MyHeritage’s Record Matching, will benefit Geni’s users, who will get access to historical records never available before on Geni.com.

MAILBOX:

Jessica has a new blog and a question about photo storage: “…after about the 10th podcast in a row where you encouraged us to start our own blog, I finally got the message.  I started my very own “geneablog” a couple of weeks ago.  I only have three posts so far, but I’m pretty proud of it.  Please check it out and let me know what you think.  I’d love you to let your listeners know too, because that would be even more feedback!  I am writing my blog from the perspective of my relentless quest to better understand the life of one particular ancestor of mine, William Park.  I call it “Knowing William” and it writing it really makes me happy.”  Visit her blog at http://williamparkfamilyhistory.blogspot.com/

“I recently listened to episode 119 where you talked to Michael Katchen from 1000memories.   I went to the site, signed up, and uploaded pics to my first shoe box.  In the interview I remember words like “social networking”, “memorials”, and “genealogy”.  I am confused.  All I saw on the site was my shoe boxes and some not-very-informative FAQs.  I know it has been a while, but have they changed the whole premise of the website in less than a year?”

Lisa’s Answer: Congrats on your new blog! Remember posts can be short and sweet, and pack them with searchable keywords so other researchers can find you in Google Search.

RE: 1000Memories. They have indeed changed up the website since the interview. I agree with you, it seems watered down now, and not as obvious as to how to make the most of it. They seem to be focused on “simplicity.”

Barbara Shares A New Use for Google Alerts
“My Great Grandfather, Edmund Charles Clark, was a builder in Bendigo, and many of his houses still stand in Wattle Street Bendigo today. I spent a lovely day photographing them, but I cannot go up and knock on all the doors however! So I have a cute way of finding out just what those houses look like today especially on the inside. I have an alert in Google for “Wattle Street, Bendigo” and it works a treat. Every so often one of the homes goes up for sale or rent, and one of the real estate websites has pictures of both inside and outside. These come up on my search and I get to see inside the homes that are still standing. One is up for rent at present and here are the pictures from Realestate.com.au of 172 Wattle Street. Isn’t it lovely?  It is still much in original condition.

The Google alert function is really useful for genealogy, and I first found out about it from Genealogy Gems – so thank you very much for the gem.”

  

GEM:  Maureen Taylor’s new gig – bringing revolutionary war history to film
Pamela Pacelli Cooper, President, Verissima Productions at www.verissima.com

Maureen Taylor, Author of The Last Muster

Revolutionary Voices: A Last Muster Film, Directed by Maureen Taylor with Verissima Productions

Visit Film Site: lastmusterfilm.com

New Gem for Premium Members!
Sign in to your Membership and go to Premium Videos to view the brand new video Genealogy on the Go with the iPad (and tablets too!)

The iPad is built for hitting the road and is ideally suited for family history due to its’ sleek lightweight size, gorgeous graphics and myriad of apps and tools. In this class I will teach you “the tablet mindset”, the best apps for the tasks that genealogists want to accomplish, and my Top 10 list of iPad Tips and Tricks. By the end of class you will be able to turn your iPad into a family history powerhouse!

Become a Premium Member Here


Check out this episode

Source Citations for Genealogy

Here at Genealogy Gems we believe that genealogy is FUN, and finding great sources of information is part of that fun. But citing those sources may not be so much! My guest in Elevenses with Lisa episode 60 is going to make the case why source citation is a vital part of great genealogy research and she’s going to give us the resources to help get the job done right.

How to do Source Citations for Genealogy

Elevenses with Lisa episode 60

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Episode 60 Show Notes

Gail Blankenau genealogist

My special guest: Gail Blankenau

Lisa: Genealogy is FUN, and finding great sources of information is part of that fun. But citing those sources may not be so much! My guest in Elevenses with Lisa episode 60 is going to make the case why source citation is a vital part of great genealogy research and she’s going to give us the resources to help get the job done right. Gail Schaefer Blankenau is a history and genealogy research expert, author and speaker. She specializes in German genealogy, reading old German script in Midwestern and Nebraska roots, land records, as well as lineage research.

The Pain of Citing Sources for Genealogy

(01:31) Connie from Port Orchard, Washington wrote in recently to say, “I started researching my family about four years ago and your podcasts are very helpful. Thank you. Like many people, I started with the census where I discovered that a great great grandfather had fought in the Civil War. So, from then on, I was hooked. The reason I’m writing is to ask if you would consider doing an Elevenses episode on source citations. I wanted to do the right thing. So, I started researching for how to cite the digital newspaper articles I’d found. I was quickly bogged down in a quagmire of styles, punctuation, and metallics. That’s all well and good for academia. But I’m not writing a thesis. Thankfully, I have Rootsmagic to handle most of that. However, I still have problems when I want to cite my sources. Anywhere else like online trees, I stare at their form for a while wondering what to put there. And then I usually give up, I know I’m making it harder than it is. But I have an irrational fear that if I do something wrong, Elizabeth Shown Mills is going to find out and scold me. (Editor’s note: She won’t. She’s very, very nice!) You’ve done such a wonderful job of taking the mystery out of so many things. So please consider helping us conquer our fears, of citations.”  Gail, I know that you’re the person who can help us with this. Do you hear this quite often from other genealogists?

Gail: I do. And I actually share her pain because even though I’m a published author in several genealogical journals, as well as genealogical magazines, I don’t always cite the way the editor wants. I just did a master’s thesis in history and I had to change some of my citing, and I was using genealogy citations. So, she’s right, there is a mix of citation styles. It sounds like she’s doing a good job at the main thing, which is to do good research. But when you want to share your research, people have to be able to check it.  I have some ideas for her to maybe consider that we can talk in a little bit more depth today.

Lisa: Excellent. And I like your title, The Good, the Bad and the Ugly

Gail: And I’ve seen it all. I kind of call it the wild, wild west of citation of evidence because we have different citation styles. We as genealogists really enjoy the detective work. I mean, I love detective stories! And I like to solve puzzles. I think most of us who really get into genealogy are like that. So, when we get to the point where we have to maybe write it up or share it with others, we really need to cite our sources, even for ourselves. But you know what citation can be a little boring. And if you feel that way, you’re not alone at all.

Noel Coward Quote About Footnotes

(05:00) “Having to read footnotes resembles having to go downstairs to answer the door while in the midst of making love.” (Goodreads, Noel Coward Quotes, http://www.goodreads.com/quotes/185342-having-to-read-footnotes-resembles-having-to-go-downstairs-to : accessed 15 April 2017.)

Doing source citations feels like interrupting something that we’re enjoying, to do something really not that much fun. But I want to encourage you to cite as you go. And when I say cite as you go, it doesn’t have to be a perfect citation. But it’s important to have all the elements that you’ll need to massage it later. It’s a lot better than going back and redoing what you just did.

Anthony Grafton Quote about Source Citations

(05:35) Historians feel the same way. Anthony Grafton was a historian for Princeton. And he says, “Footnotes seem to rank among the most colorless and uninteresting features of historical practice.” I feel like genealogy is a subset of good history. He does, though, write about citations and their importance, because they counter skepticism from people who feel like there’s nothing that’s true. And there’s nothing that can ever be proven about the past. And so, although it might seem a little bit boring, the fact is, the evidence behind (the source citation) is not. So, we need to be really careful about citing sources, because sometimes we don’t have evidence for our assertions, or we have it but we’re not convincing people that we do.

Definition of a Source Citation

(06:32) I’m going to quote Elizabeth shone Mills because she is considered the Citation Maven for all genealogy. “Citations are statements in which we identify our source or sources for a particular assertion.” (Elizabeth Shown Mills, Evidence Explained, p. 42.)

I would add that almost more important is that the sources for an assertion actually say what we say it does. We’re going to share some examples where they don’t do that.

Resources for Genealogy Source Citations

(07:08) So here are just a couple of three of the style manuals that I’ve used both as a historian as, as a genealogist:

Source Citations Reference Manuals

I have to say that when I did my thesis, my professor was talking about the census citation. Well, I used this Ancestry.com quick guide. I think it’s really good. Quick Sheet: Your Stripped-Bare Guide to Citing Sources Pamphlet I used it in my thesis. I had to go back and redo every single citation of my senior thesis!

Preparing for Citing Sources

(07:42) I should have asked ahead of time of my thesis advisor, “how do you want me to do it?” So that’s just a lesson we might have to learn. Some people find evidence explained citations to be too long, especially people who are going to do something in print. So, we do need to strike a balance.

Lisa: I think you’re making such a great point that part of the equation is what you’re going to be using the source citation for. Your thesis is a great example. It’s important to find out what’s required and what the guidelines are before you begin your project.

It’s also important to think about who your audience is. I know that Connie was saying that she’s not doing it for a thesis paper, she’s just doing it for her friends and family. Although, of course, it’s super important because her friends and family may want to pick up the genealogy down the road. If they can’t make sense of where any of her information came from, they’ll have to start all over. Right?

The Problem with Source Citations

Gail: Right. And you don’t want to have to recreate the wheel. There are two problems that can occur with citations. One, that it’s not a good enough citation for people to find it. We’ll cover the elements that a good citation should have in just a moment. I’m not one of those people that gets really mad at you if you use a comma instead of a semi colon. I also don’t think there’s any one right way. But once you choose your way, whether it’s Chicago style or Elizabeth Shown Mills, be consistent.

There was an earlier book by Elizabeth Shawn meals that’s much slimmer that a lot of people use because they find Evidence Explained too much. They use her earlier book. I like A Manual for Writers of Research Papers, Theses, and Dissertations, Ninth Edition by Kate Turabian. They’re all based on Chicago style. Turabian gets it done for me most of the time. When I have a question that’s very specific to genealogy I might go to Evidence Explained. There’s no one right way.

Consider the Reader in Citing Sources

I always think about the reader as well as the editor. I find out what the editor wants, but I also think about the reader. We’re all readers of genealogies. Think about what you experienced that didn’t go so well. When you were trying to figure out what someone was doing or saying in an article, or especially in the old genealogies that are not well referenced. Think about that. Pretend you’re that person who wants to find that source.

Let’s start with some ugly examples of source citations, and this should convince you why you need to have good citations. Whatever form you use, they need to be good, and they need to be complete.

Fraudulent Source Citations

There’s a man named Gustave Anjou. We should know something about him just by the fact that he changed his name. This is kind of a pen name that he used. He was a professional genealogist in the early 1900s. His real name was Gustaf Ludvig Jungberg.

He was hired by some wealthy families who had colonial American roots. They hired him to write their genealogies. The reason why I don’t want people to get so hung up on citations is that they lose track of doing good genealogy. He had lots of citations! And they were formatted well, and they were looked good. And most of them were good. Robert Charles Anderson, who is one of the more famous genealogists looked at some of these old genealogies and he said a lot of the citations were went to legitimate sources. And they were. They said what he said they said, but interwoven into all of these beautiful citations he basically put in false information. He told these people that maybe they were related to a nobleman or the signer of the Declaration of Independence, because really, back then a lot of people were doing it for reasons like feeling their roots were maybe a little bit more glorious than they were. The thing is, he was a fraud. But he did cite his work thoroughly, and they were well put together. People can make stuff up. And appearances can be deceiving, which is why I want us to always keep our eye on the main ball of citations that are informational. It doesn’t have to be perfect, especially if they aren’t going to be published. Your viewer Connie doesn’t need to really please anybody but herself. But I do want her to pretend that she’s the reader that might want to track down that citation and see the original. That’s mainly what we want to do.

Robert Charles Anderson did write an article (Fraudulent Lineages and More Fraudulent Lineages) about fraudulent lineages. If you Google Anderson fraudulent lineages you’ll see some of the early genealogies that were bogus. I have some families in there. When I was a beginner, I went to the genealogy library and I looked at some of these genealogies. I put them in my pedigree chart. And then later on when I went back to really do my real research, I had a lot of correcting to do! So, you might as well do it right the first time and know that there are some bad genealogies out there.

Genealogy Source Citation is a Balancing Act

What we have to balance is the importance of citing your sources and getting it right. Source citations are so critical to our own research. We’re running across these kinds of things all the time. So, in a sense, we’re doing them for the benefit of others and making the case that to the best of our knowledge, this is accurate, and this is where I got it.

Source Citations Help When Family Tree Questions Arise

We all at some point probably hear from somebody who says, ‘I don’t know that that’s right.’ They see our online family tree or they want to question something we did. It’s nice to be able to go back and quickly be able to reorient yourself to where you got that information and be able to make that case. It doesn’t make you a bad genealogist to discover ‘Oh, gosh, he’s right, that person isn’t correct, or that document isn’t right.’ Or it may eventually turn out that the information has been disproven. So, we all want those trails leading back so we can make the fixes.

Use Prestigious Genealogy Journals as Sources

(17:19) I’m not saying don’t look at genealogies ever. You might you want to know what’s already been produced. But that literature search should also include the more prestigious genealogy journals.

One of my first major genealogy articles was in the New England genealogical historical register. And it was correcting the Mead genealogy. I think Spencer Mead did a good job on his direct line. But this was a comprehensive genealogy. My line was so wrong that I didn’t even know where he got it. And it wasn’t well referenced. I wrote a three part article, and that journal rarely does three parters. But there were so many errors that I corrected that it merited that large of an article.

Another time a person asked me, “well, where did you get that? Because the tombstone doesn’t say that.” If you have a good citation, then you’re OK. Your citation can even talk about discrepancies. I certainly don’t remember 10 years ago what my thought process was about that. I know I did the analysis.

I’m doing a book right now for the Nickerson Family Association. When I have something that I really feel needs discussion, such as there are two different birth dates or they’re two different death dates for this person, I talked about those sources and the comparison I did in the footnote.

Lisa: Wow, that’s a wonderful piece of information for those who will come after you later down the road. They will be able to see that discussion. I love that idea. What you’ve shown us so far as the ugly. You’ve got some BAD citations, too, right?

An Example of a Bad Genealogy Source Citation

(19:00) Gail: I do. This is going to be my True Confessions. I started when I was really a teenager, and then I really got into genealogy in my teens. When I was in college, I was working at an office at college and taking classes. I ducked into the genealogy library on my lunch break. I’m interested in my second great grandfather, William Nicholas Johnson, and he was a civil war veteran. I’m just pulling everything  off the genealogies shelf. That was back when they actually let you into the stacks. They don’t do that anymore. I had a little notebook that I would write things down in and then think “I’ll get back to it later.” And this was a note I had.

source citation note

Gail’s original note about the source.

And I just laugh at myself, but kind of with the idea that I don’t want to cry about it. It says, “W N Johnson, Life Sketch Civil War.” Well, Johnson is a common, so I don’t know if it’s my guy or not. And it’s Maryville Tribune. I know, he’s from Missouri, but I left out Missouri.  It would have been nice for other people to know, but I knew it. And it says February 18. No year? What book did I get it from? I have no idea. (I wrote it down quickly and then went onto other family lines.) Now it’s many years later, and I run across this cryptic, and I mean, cryptic little intro. That’s why I say cite your sources as you go.

I don’t care if you get them in the right order, but at least write it all down. Because you don’t want to go back to the library and try to figure out what book it came from. I finally did come across it in the Missouri Historical Review. And you can see I circled, basically, I wrote down what I circled.

The original source

The source of the note.

The year was on the prior page, which I didn’t write down. Maybe I thought I’d get to it sooner, but I didn’t. I spent quite a bit of time in the library tracking down the Missouri Historical Review. What if I had done something more like this:

Example of a Proper Genealogy Source Citation

“Historical Articles in Missouri Newspapers, January-June 1925,” Missouri Historical Review, Vol. 21, no. 2 (January, 1927), 321, Nodaway County, Maryville Tribune, 18 Feb 1925, “Life Sketch of W N Johnson.”

It’s super easy for me to check now. So not only do you want to do it for other people, but you want to do it for yourself.

Lisa: It makes me realize that it’s important to know the pieces, the elements within the source citation. Like you said, even if you just jot it down, and you intend to put together the proper citation later back at home at your desk, you’ll have all the pieces that should be there.

Gail: I never would have been able to use that citation in an article. But now I have a proper citation. It also led me to find out whether this was really my guy. By the way, if you do have Missouri ancestors, the Missouri Historical Review is a really neat resource. It’s digitized online now.

That’s a bad citation but there’s another kind of bad citation. I had a Bennett Posey Family. I think he is my fourth great grandfather, maybe third. There are probably thousands of trees online because we’re very prolific. They all have his wife as Rhoda Hobart. As a professional looking back I’m saying this wasn’t really Rhoda Hobart. This Posey Genealogy had really good citations and it looked good. Now I don’t think he was like Gustav Anjou trying to fool anybody. But I took a look at the citation to his will (and wills sometimes do help you to figure out who married whom.) The will doesn’t say at all what he said it said. That’s the other kind of bad citation you can find. I didn’t have a problem finding it. But the citation didn’t support the assertion. I looked at another will and I thought, oh, this was the will he meant. Even though it was closer to supporting it, it turned out that Rhoda Posey was a guy, not a girl. So, I don’t think Bennett married Rhoda Posey the guy. I think he married some other woman that I saw. She’s still blank on my tree because these days I’m doing everybody else’s genealogy research except my own. But that’s an example of another bad citation that didn’t support the assertion.

The Cost of Bad Genealogy Source Citations

Lisa: That’s a great example. And it’s a lot easier to get help from other people, like a reference librarian, if you have a great source citation to offer them.

Gail: Yeah. I mean, they don’t even charge me which is nice. Other times they’ll charge five dollars. But a lot of times, they’ll say, “Well, unless you can give me a good citation I can’t help you.” Or you end up paying a professional to spend two hours chasing something down rather than just giving them where to look in the first place. They might be pulling a record for you that you don’t have access to online. There are a lot of things that can happen. So again, get all the elements, you can always massage it later, you can always check Turabian’s book or something later to get it right. So, source citations save us money! And time is money. No matter how you slice it, you really want to write as much down as possible and always think, “how am I going to find this again?”

Gail: I think I’ve convinced everyone not to get hung up completely on the format or wherever the comma goes. Just make sure you have all the elements that allow you and others to check it and make sure it really is saying what you think it says. I have a style guide for books that I use, so I copy and paste from there. Just be kind to yourself, but also be diligent. So, let’s talk about some good.

How to Create Good Genealogy Source Citations

(27:49) This is the best part! Number one, I want to talk about types.

Types of Source Citations:

  • Source list entry
  • Full reference note
  • Subsequent reference note

Sometimes I notice that people kind of get them confused. There’s a source list entry, which is kind of like the bibliographical reference. This is the actual source. You can have a full reference note, and that is for the first time you cite that particular source. These are usually longer. That’s the one that’s going to allow you to find it.

If you’re writing up your genealogy, then you have following or subsequent reference notes. This is out of Evidence Explained. But they say the same thing that The Chicago Manual of Style, 17th Edition 

 says, and the same thing that A Manual for Writers of Research Papers, Theses, and Dissertations, Ninth Edition by Kate Turabian. They all say the same thing.

Some of you might be MLA, some of you might be MPA. It doesn’t matter. We all have these three different types that we may be using. And here are the elements:

Elements of a Good Source Citation

  • Title or creator of the source
  • Author(s), editors, or compilers
  • Publisher (year published)
  • What it is
  • Page #
  • Film #
  • Record group name and #
  • URL for online source
  • Repository (sometimes)

Now, depending on what you’re looking at, the elements will differ. You’ll want the title of the source or the creator of the source, and sometimes both.

Author(s), editors, or compiles – If you’re citing a book, you will want all the editors, the authors or compilers and say whether it’s an edited work, or a compiled work. You’ll want the publisher if there is one. Some things are self-published, and then I just put in brackets [self published] and the year it was published.

What it is? Is it a marriage book? Is it a Bible? What is it?

Page Number – If it’s paginated, if it’s not page numbered you say unpaginated. Do tell people that it’s not. Don’t make people guess whether there’s a page number so that they don’t obsess about it.

Microfilm Number – If you’re using microfilm, you need to put the film number because that’s what you’re looking at.

Record group name and # – If you’re looking at primary sources include record groups if they’re pertinent. If I’m at the courthouse, I include the courthouse and where the courthouse is. Sometimes I’ll put such and such a county, because how many Washington counties are in the United States?! Make sure you’re sure you say the state. Say that it’s in Bellevue, Nebraska, not just Nebraska. There might be more than one place like that in a state, not necessarily the same named county, but there might be towns with the same name nearby.

URL for online source – Obviously, if the source is online, you need to give the URL.

Repository (sometimes) – And sometimes you will want to have the repository where it used to be located. If you look at a book, say what repository you found it. If I looked at a book, if it’s a famous book, you know, and every genealogy library has it, you don’t have to put the repository. But obviously, when I’m citing the fugitive slave warrant, that I found at the Abraham Lincoln Presidential Library in Springfield, Illinois, I need to say where it is because no one’s going to be able to find it unless they know where to look.

All of those elements mean there’s no one right way, but you do have to make sure all the elements are in it. Once you choose the style, be consistent. If you’re using A Manual for Writers of Research Papers, Theses, and Dissertations, use it consistently. Don’t go off and do something else unless it really is an unusual thing that Turabian doesn’t seem to cover in her book and just try to do the best you can.

Lisa: I imagine it’s just like with naming your files on your hard drive. It’s probably more important to be consistent than to have it be somebody else’s view of perfection. You want it to include all the important pieces. So, that’s reassuring for folks to hear there isn’t just one right way. You’ve offered up some of the styles and things that we should be looking for. And I know you’ve got other resources as well that will help guide us in the right direction, right?

Gail: I do. The book Evidence Explained by Elizabeth Shown Mills is really good, but I don’t use it as much as I used to. And I do think it can be really daunting. There are people out there who will say your citation is wrong. They’ll say, “Well, if you want to stress the document, start with this, if you want to stress the person start with that.” I don’t know what they’re looking at. And I’m thinking “well, yes, it is actually that I wanted to stress the document, because this is a document and analysis. So, the purpose of what you’re using it for really, really matters. Just keep that in mind. Again, for your listener, she should stop stressing about it because she’s probably doing a good job.

Genealogy Software Source Citations & Style Guides

(30:00) By the way of some of those reports – I don’t want to use names – but their databases that we use, I don’t always like the output that they do for their citations. But at least they’re there. But a lot of them are a little jumbled. And they don’t seem to adopt any particular style, though they have all the elements usually that you need. So that’s good. But I’m not into doing that.

I usually do my citations in a separate Word file. I always make my own style guide for every project.  I have one source that was in what’s now Poland, but it was Pomerania. And I had my own style guide for that, because I was using an online Polish website that had digitized records. The records were in German, so I could read them. So for my citations for that I had the Polish name, I had the German, and then I have the English translation. I just decided I don’t want to rewrite every citation every time I cite this. So, for my reference, I had a style guide. And that’s a really good idea. Put the work in at the beginning, in a Word file and say, “Okay, I’m gonna spend some time maybe a whole day figuring how I want to cite it, but that’s what I’m going to use.”

Lisa: I like that idea. Using a template, it speeds things up, and it keeps it consistent.

(31:51) Gail: Exactly, exactly. And again, this was something that a lot of people weren’t citing, because they’re really daunted by the Polish website. It took me a while to learn how to navigate it. I don’t speak Polish, I speak German and English in French, and some Spanish but I learned it because I’m a genealogist and that’s what we do. Right? Genealogists are great learners. They will power through the most difficult things to get to where they want to go. So, we don’t want to let the daunting nature of citations continue to stop us from doing it at all. Better to do it, do it in your own style, your own template that you’ve come up with, hopefully, based on these resources that you’re providing, but at least doable rather than saying “Oh, I’ll do that later.”

Like I said, you can always rearrange some things or add an element later. But you need the main things, and you need to be consistent. You’ll save yourself a lot of trouble later on if you cite what you see. And this is also in Evidence Explained, but all the other style guides say the same thing.

If I’m holding the death certificate, I cite the death certificate. If I have a Bible, I cite the Bible and where it is who owns the Bible. Sometimes you have to say as of the year you referenced it. I may not know where it is this year, but at least you’ve got breadcrumbs.

(In the video Gail shared an example of a photocopied of vital records for James Arnold of Rhode Island.) I’m citing the book because I’m not looking at it online. I always check the original whenever I can. The reason I looked at the original is because there was a discrepancy in two sources. And then Cirilo said, oh, by the way, this is a copy too. And we don’t know where the originals are, we think they were destroyed when they were copied. He even gave me who copied it, and when. So that made it into my citation because this is as original as it gets. Sometimes when people transcribe, they don’t mean to, but they make an error. But that wasn’t the case here. But you have to do your due diligence. Whenever you see something that doesn’t make sense, or you have a discrepancy, you’re going to have to track down the original. And I still think it’s better to have the original anyway.

In another case, another Rhode Island one, I had a Samuel Reiss Smith within the vital records. But when I tracked down that original, it said Samuel Royal Smith, so it was my guy. I knew my guy was saying Royal because I had the Bible Arnold had, he just had a hard time reading the handwriting. So I went back and looked at the handwriting. Nope, this is Royal. So, you do want to get the original as much as possible. It made my case.

Citing Genealogical Image Sources

Which brings us to the very important subject of images. Most of us are using lot  of images online. Remember, images might be enhanced.  And that’s sometimes a good thing. It’s also sometimes a bad thing because there might be some things left out. The other thing is that there may be another one out there, but it may not be the same, kind of like the editions of books. And the series might have a gap.

In my thesis, I’m citing lots of censuses, and slave schedules, because I’m exploring some enslaved women who left enslavement in 1858 from Nebraska territory. I’m using the 1860 territorial census, and it’s online at Ancestry. It’s also online at FamilySearch. When I go to the Nebraska State Library and Archive, there’s a page at the front of the census for their county that lists all these slaves, all the enslavers and the number of people they have enslaved. And that is not online. But it’s critical if you’re looking for African American ancestors. So the census enumerator didn’t follow the rules. They were supposed to fill out a slave schedule separately, but they didn’t because it was a territory. So, they made it up. And there is a record, but it’s not online. So remember, if you’re looking for something and you’re thinking, Oh my gosh, it’s not there, you might have to kind of dig and look at the film and maybe even have someone go to an archive and say, “can you look at this?” Sometimes people don’t mean to but when they’re filming, they miss a page and, of course, it’s going to be the page that your ancestors on!

Lisa: Of course, that’s always the way it works. You know, Gail, you mentioned that images might be enhanced. Tell us a little bit more about what you mean by that.

Citing Enhanced Images

(39:22) Gail: They might be enhanced by changing the colors so that it’s a little bit better and sharper, which is good. But for instance, I did a lot of my initial German research off of microfilms now at Matricula. For the Catholic records, they’re in color, and they’ve enhanced it by coloring it and sharpening them so they’re easier to read. There’s a lot of underlining done in German records, and sometimes the underlines are in red, and they didn’t show up on the microfilm and they show up on the digital image. So you do need to go back and kind of look at original images and see what you’re not seeing online.  

Lisa: Being able to make a notation about this in the source citation. I mean, these days, my goodness, any digital image could be altered.

Gail: Exactly, and people can add things to them. And I have an example of why it’s important to say, even when you’re looking at what you think is an image of an original, (which is generally in genealogical standards considered almost as good as the original) But sometimes it’s not. So, this is where Evidence Explained is right. You do need to be really thorough. Are we doing good work? That’s always the question you need to ask yourself. Does that source that I’m citing actually support my assertion or not?

So this the top one, as you can see, it’s white on black. Now of course, that’s the microfilm. But we’re pretty sure the original wasn’t black on white. But they were having trouble getting a good image. So they changed it. I cited the film St. Andrews Verdan Evangelical Church. It’s unindexed. And it’s a baptism, 1800, and I give the FHL microfilm. And I added, thank goodness, citing film from a manuscript in Berlin. Now, she may not like that, she might want me to say what manuscript in Berlin it was. But you know what I feel like – and my history thesis person said – I cited too much. So can you find it? Yes, you can. That’s the question. But the reason it was important for me to put the extra thing about where the film and the manuscript is, is because Ancestry digitized it years later. And you start with Ancestry, usually, with the name of the database. You say that it’s a digital image, so that you know that you’re actually looking at a scan of some original. And in truth, St. Andrews Verdan Evangelical Church, and this manuscript is in the Niedersachsen, or Lower Saxony archive. And do you see any differences in those two things? Because I do right away. Number one, it’s a better image. But there’s a 42 on the lower one, and there’s no 42 on the other one, and the other one has page numbers, and the other one does not. They’re the same record, same church. If you don’t do a lot of German genealogy, what you don’t know is German parishes make duplicate records by law. So one is the duplicate and one is the original. The original is probably added to later by the actual parish person. Or the duplicate, they went back later and said, “This is hard to use, because we don’t have any page numbers or entry numbers, so we’re going to add them.” I love looking at originals, because you can see that it’s different ink, you can see whether it’s a different color. And with imagery, you can always see that. So that’s two, same person say project. One is easier to find the record than the other because they added the 42. And you know, all those stamps on your digital image at the census record. Those weren’t there originally. That’s why we say page numbers stamp or page number written.

Knowing the Genealogy Records Makes for Better Source Citations

Lisa: Exactly which can get very confusing when people are trying to go back and find things. You’re really also making the case of how important it is to familiarize yourself with the records that you are going to be using. You can discover things like the fact that in Germany they legally had to make these copies and they distributed them and that would be different in a different country where you’re researching. I love reading the full descriptions of the records, whatever I can get my hands on. Genealogy websites can tells you more about the background of the record, how they acquired it, etc. All of that could help support them making an even better source citation.

Learn more: Watch Elevenses with Lisa episode 37 Provenance: The Story Behind Your Genealogy Records.

Citing Sources of Sources

(46:52) So the other thing, and I think I’ve kind of already alluded to it, is sources of sources. And this example is one from you know, the olden days. You can look at this in what they call the Massachusetts brown books. And this one is actually an image. So I’m going to add that I got it at AmericanAncestors.org.

Massachusetts Vital Records to 1850 (Online Database: AmericanAncestors.org, New England Historic Genealogical Society, 2001-2016), https://www.americanancestors.org/DB190/i/7687/338/141204368, Danvers Births, Vol. 1:338, citing First Congregational Church (Salem Village), Danvers.

Notice at the very end I say citing First Congregational Church, Salem village, Danvers. So it’s in the Danvers VRs, but it doesn’t mean that they were in Danvers, proper. So a lot of people might stop with Danvers, but that CR1 means Congregational Church, Salem village.

How do we find that out? If you’re online, you go to the beginning of the book and look at the abbreviations. Always see what’s in here. Does it matter whether your ancestor was a Baptist, Unitarian, Universalist, Congregationalist or a Quaker? Absolutely! So do know that those little citation citing something else, you need to kind of run that down and put that in your citation. That’ll help you and other people to make sure you know which John Smith you’re talking about. How many John Smiths do I have in my background? Quite a few! Was my John Smith, a Quaker? Well then it may or may not be the person who was at Salem Village in Danvers. And look: there’s two congregational churches in Danvers, one is Salem village, and one is in Middle Precinct.

Discussing Discrepancies in Source Citations

(48:21) And again, talk about discrepancies. You know, my Bristol one? I had that said he was born 11th December, and one that said he was born ninth December. And both of them were copies of original records that can’t be found. So, I just say, I looked for the original records, did my due diligence can’t be found, here’s what may have happened, they’re two days apart, but it’s definitely the same guy, and here’s why. So always handle discrepancies in your source citations.

Most Commonly Used Source Citations

(48:42) Here are two source citations that are fine:

  • Williams-Schultz Marriage License and Certificate, Saunders County, Nebraska, Marriage Book 5:162, RG204, Film #3B, Nebraska State Historical Society, Lincoln.
  • Saunders County Clerk (Nebraska), Marriage Book 5:162, RG 204, Film 3B, Williams-Schultz Marriage License and certificate, NSHS, Lincoln.

Somebody might write to you later and say that I’m wrong about this. But I have looked in Evidence Explained, I’ve looked in The Chicago Manual of Style, 17th Edition and either one of these is correct. But I wanted to show you why there’s no one right way.

I started with the first one William Shultz marriage license. And I like to use that format more where you say what it is, especially when you’re using end notes. I don’t know about you, but I really liked footnotes better because I could check right away. But a lot of editors and a lot of history books, you have to go to the end notes. So, if I want to check and there’s just tons and tons of footnotes, how much easier is it if you’re checking where I got the William Schultz marriage to start with a William Shultz marriage what it is? It’s easier to find for people, right? So, I always try to pretend I’m the reader who hasn’t been part of this big project that I know inside out.

Now, if it’s his license and certificate put that, because in some record sets the licenses are in separate books than the certificate. This one, the licenses is above and the certificate is below so it’s all one page. But I just let people know they’re both on here. But it’s not wrong for me to start with Saunders County Clerk who’s the creator, the marriage book, five 162, the record group because I’m looking at the archive. But I’m still looking at a film, I’m not at the courthouse. If I wanted to go to the Saunders County courthouse, then I would just say Saunders, county clerk marriage book five. And then I would say Wahoo, Nebraska, because that’s where Saunders county courthouse is. Now they know I went to the courthouse. You can do it either way. But make sure all the elements are there so people can check it.

Now I know some of your listeners might be wanting to publish an article or publish it for posterity, which is always good. I do encourage people, especially if you’ve done some really original research, that’s a breakthrough, I say get it published. Get credit for what you do, because people are going to take it from you, and they’re never going to cite you. I have a friend who’s done some incredible research. And I keep saying you got to write it up, you got to write it up! You are the expert witness. And it will actually help you to write it up, too. Because there’s where you see, “oh, maybe my train of thought was not as clean as I thought it was” or “Oh, I need to do a little bit more.”

The Right Way to Do Genealogy Source Citations

(51:45) You might be thinking, “just tell me the right way.” But when I’m writing, the right way is how the editor wants it. You have to study the publication. (In the case of writing it up for your family, you are the editor who gets to decide.)

For the footnotes for instance. 1790 census in this particular journal, which is peer reviewed by professional genealogists: 1790 U. S. Census, East Greenwich, Kent Co., R. I., p. 59.

Here’s a footnote that is a published footnote in there. It’s following footnote, but it’s a good footnote. Notice that they abbreviate County, they abbreviate Rhode Island. And as some people might not even put R. I., they might just do RI. That would be just as good, but that’s not how this editor wants it.

Here’s a very similar footnote for this journal, New England Historical Genealogical Register, another prestigious journal very well: 1790 U. S. Census, Norwalk and Stamford, Fairfield County, Connecticut, roll 1, p. 326.

I mean, if you read it in there, it’s been well researched. It’s been well cited. That’s their footnote. Notice they spell county out.

Is one right, the other one wrong? No, they’re just different. And they’re both helpful. You can find them.

And here’s Evidence Explained: 1790 U. S. Census, Fairfield County, Norwalk and Stamford, digital image, Ancestry.com (http:www.ancestry.com : access date), entry for Smith Mead, p. 326 (written) line 22, citing NARA M637, Roll 1.

That very same one that I just showed you from New England. And you know, if you’re going to print it on a paper, paper is expensive. Ink is expensive. So they’re going to do the shorter one. It’s just how it is.

Access Dates in Genealogy Source Citations

(53:15) And now access date. There’s still a debate about that. There’s a debate about whether you have to do HTTPS www ancestry.com. Some people are just taking that out, because everybody’s so familiar with Ancestry.com now, we may not need that whole URL. We just put ancestry.com, and everybody knows that. Or familysearch.org, access date. I usually put the year at least, because I’m already noticing that Ancestry.com has re- titled some of their databases. Just handle explaining your decision in the beginning of your book or paper. Explain where you’re coming from.

What I’m asking for is balance. I feel like there’s been a pendulum swing, because genealogists used to be really looked down upon by professional historians. There was a lot of sloppy genealogy done in the old days. Now I feel like sometimes we swing too far, you know.  I do not always put that it’s the NARA publication number, blah, blah, blah, I put that in the intro. And then I shorten it because it’s going to be printed up and we don’t have the paper to do it. We just can’t waste all that paper. I’m being an ecologist here. But most good editors do strike that balance. They understand that, you know, it’s all about sources. It’s all about supporting your assertions. And as long as you’re doing that, you’re doing well.

Lisa: I like that. That’s a wonderful note to end on, which is, as long as you’re keeping these your audience in mind, you’re being consistent. You’ve turned to really reliable source citation reference materials like you’ve given us here. And we know we’re going to do a good job.

Gail: I want you to focus on the evidence, and the citations are your help. They’re not an obstacle, they should be your help.

Lisa: I like that idea very, very much. And the evidence is really the fun part, isn’t it? And we have to make sure we’re not so stressed out about source citations that we aren’t thinking clearly and evaluating the evidence that we’re coming across.

Gail: Right, exactly. I mean, I do think there’s some people who get too hung up on that, and they’re spending time on it that they could be using to do a little bit more analysis.

Lisa: Yeah, that’s a great point. And it’s easy to want to hyper-focus on what you feel like you can control. And you know, a lot of times, you can’t control the evidence, you can’t control your access to things. But we want to keep that end goal in mind of just do the best research that we can do. And you’ve certainly helped us with that.

Gail, tell folks, if they want to learn more about what you do, if they want to talk to you about research, how do they find you online.

Resources

 

Questions and Comments

Please leave your questions and comments below. Gail was kind enough to answer questions from the live chat:

Q: I’m used to APA citation format, is the citation format for genealogy a lot different?
A: Excellent question. It is similar, but different enough that you may want to use Turabian or Evidence Explained. Sometimes when I am in Worldcat.org I will look at the different style formats they have in a dropdown menu just to see what the differences are.  Once you decide on a format, then be consistent.

Q: If we use Roots Magic, is it best to use their templates or should we create our own style? It is up to you. 
A: The templates can be very helpful as we are less likely to leave important elements out. In my own experience, it takes me longer to input through templates, but the difference in time is probably not so much that it would be discouraging.

Q: Tips for using Ancestry’s citations? 
A: Although they have improved their citations through the years, Ancestry’s citations do not always meet the genealogical standard. A resource I use is “QuickSheet: Citing Ancestry.com Databases & Images, Evidence Style*”

Q: How do you cite inherited genealogy scans like family Bible, letters, and documents that you don’t know where it came from?
A: I would consult Turabian for this. As far as you can trace provenance, you need to have that in the first entry citation.  Here is an example:

[1] Family Data, Joanna Edmonds Boomer (1819-1895) Bible, no publication date as the pages were torn out of original Bible and were found loose in the genealogy file of Mary Otis Boomer, wife of Rev. Israel Oscar Boomer, son of Washington Boomer and grandson of Joanna Edmonds Boomer, by her granddaughter and present owner, name private.
When you have repetitive items do you use IBID only changing the date and page?  Yes.  If you are writing for an editor, check with their style guide first.

Q: Where is Gail inputting her style guide source information within her genealogy software?  Am I misunderstanding, she has a quick reference sheet she’s created in word, but how is she inputting it into her software of choice? 
A: You are not misunderstanding.  I have style guides for big projects that have a lot of repetitive elements.  I have these in Word.  I copy and paste into the manuscript.  If putting it into software, I still copy and paste, but not all at once, as different programs have you input titles, authors, etc., in different order. Example: Census (U. S.) 1850-1870
*year U.S. census, * Co., *state abbreviated, *township, p. #, image database, database URL, dwelling#/family #, *name of individual and/or head of household.

Q: What does it mean in a citation to say “citing ” (as in “citing film”)? 
A: It is a good practice to mention what you are either looking at or holding in your hand.  So, I might say “Washington Deaths,” image database, website URL, accessed date, entry for NAME, date of death, citing FHL microfilm, etc.  This tells the reader that I am using an image database, but that the digital image is a copy of a microfilm, not the original paper death register. So, I cite the microfilm, because that is what the image represents. I do not always use the terminology, “citing” but often I do when I am dealing with digital image databases. Some researchers still use access dates, but for instance, in my Master’s thesis, they did not want so many dates and long citations, so we said accessed in 2020, or in some cases, “various dates in 2020,” rather than littering it up with long date formats.  

Q: Are templates for sources to be done for each project? Can templates be used over and over?
A: I use my Word style guides over and over, regardless of project.  However, I also have special projects where I have a separate one. What I normally do is take my “usual” style guide and adapt it or add to it. For instance, I have one for when I am using the Polish State Archive, with my “normal” citations, plus the idiosyncrasies of that archive, another for when I’m primarily using Archion, and another one for the large book project (mainly Massachusetts but ultimately nationwide and into Australia), and of course, I have a separate one for the book I am writing under contract.

Q: My mother wrote a lot of things down for the family historian (me), some were dictated and some in her handwriting and actually some from a previous generation. For my personal genealogy can I use these as a citation? I plan on scanning her notes and adding it to my computerized tree and the originals in my wonderful books of saved documentation. (The class you did many moons ago)? Thanks for a wonderful cl
A: I love this question.  Yes, I would cite your mother’s work. If dictated and you were the writer, you may want to call it interview notes, and the date, if you have it.  Her own notes you would cite her as the author/compiler.  Again, I would consult Evidence Explained and/or Turabian for this situation, and then decide what format and order you want to use. Once you establish your “first entry” note, you can then use a short form note for any other references to that particular part of your mother’s research.  

 

 

DNA Painter with Genetic Genealogist Blaine Bettinger

Show Notes: DNA Painter explained with the creator of the shared centimorgans project on DNApainter.com, Blaine Bettinger. In this video, you’ll get answers to questions such as:

  • what is DNA Painter
  • What is the Shared Centimorgans tool
  • What’s coming next in genetic genealogy

Special Guest: Blaine Bettinger, The Genetic Genealogist

Watch the Video

Show Notes

Downloadable ad-free Show Notes handout for Premium Members
(This interview has been slightly edited for clarity)

What is DNA Painter

Lisa: What is DNA painter?

Blaine: DNA Painter is a really incredible website for genealogists working with their DNA results.

There are several different aspects of the website, including chromosome mapping, which is assigning segments of DNA to particular ancestors. There are some tools for testing hypotheses, like What Are the Odds. And there’s also the Shared Centimorgan Project, which allows you to hypothesize what a genealogical relationship to a match might be based on the amount of DNA you share with that match.

About Blaine Bettinger and the Shared cM Tool

Lisa: As I understand it, that’s kind of how you got involved with DNA painter, or how DNA painter evolved. Tell us a little bit about your background and your work with the Shared cM Tool.

Blaine: I have been a genetic genealogist, essentially, for almost 20 years now. I started in 2003 with my first DNA test and I’ve been a genealogist since middle school. So, I’ve been working in this DNA field for a long time.

Once autosomal DNA testing came along, we discovered that there wasn’t a lot of information about known ranges for various relationships. For example, if I test myself in a first cousin, how much DNA would we share? What might be considered a normal amount? What might be an abnormal amount, and so on? So, I started in 2015 collecting data from test takers, for example, sets of first cousins. We wanted to be able to answer questions like what’s your relationship? And how much DNA do you share? Once I started to collect enough of that data, I could get an idea about what the range for various relationships might be.

Johnny Pearl, the incredible creator behind DNA painter, asked if he could host a version of the Shared Centimorgan Project at the website. I was thrilled to see that. And so now there is a hosted version of the Shared Centimorgan Project with all of those ranges for about 40 different relationships at a DNA Painter.

shared cM tool at DNA Painter

Shared cM tool at DNA Painter

Lisa: Well, that’s really kind of the whole industry, isn’t it? It’s very collaborative. And it’s amazing how it seems like different people have different pieces of the puzzle.

How to Get Started with DNA Painter

Is DNA Painter free? How does someone get involved? Do we need an account?

Blaine: It depends on what you want to do. If you want to use the Shared Centimorgan Project tool, there’s no cost for that. That’s free for anyone to use. So, you would just go to DNA Painter, and either register for a free account, or have no account and still be able to use the Shared Centimorgan Tool.

If you want to start chromosome mapping at DNA Painter, you do get one free map. That’s the assignment of those segments to ancestors. But if you wanted to have maybe a couple maps, you would have to run into having a subscription to the site, which is well worth the money it takes to have a subscription because it’s so valuable in helping you organize your matches and working with your segment information, and so on.

What the Shared Centimorgan Tool can tell you about your DNA

Lisa: You mentioned the chromosome mapping, and the Shared Centimorgan Tool, and What Are the Odds? Can you give us an example of a burning question that a genealogist might have, and that the answer is, “you need to go to DNA painter to do that”?

Blaine: So, let’s say for example, you get a new match at testing company ABC, and that match shares 400 Centimorgans with you. The immediate question is, how is this person related to me? That’s a lot of DNA to share with someone but without a frame of reference you don’t really know. Is it could that my eighth cousin? Is it my sibling? What are the possible relationships?

If you go to DNA Painter and the Shared Centimorgan Project, you pop in 400 Centimorgans. What that’s going to do is it’s going to give you the possible relationships that that could be. And so that’s going to significantly narrow down your search for your genealogical relationship to this new DNA match that you have.

Lisa: Oh, yeah, that would be huge.

DNA Painter for Beginners

So, does this require much technical know-how? Do people have to feel like they’re scientific in nature, or can anybody do this? Could a person new to using genetic genealogy feel like they could do this?

Blaine: Absolutely! And I think one of the great things about DNA Painter and Johnny is that everything is designed to be user-friendly. The website is incredibly easy to understand and interact with the Shared Centimorgan Project. I’m of course biased, but I think it is also created in such a way to be easily understandable. The results of that search for 400 centimorgan relationships is going to give you an output that I think is easy to interpret and understand.

DNA Painter Best Tip

Lisa: What’s your favorite tip? What do you recommend that people either not miss, or make sure that they do while they are at DNA Painter?

Blaine: Bookmarking the Shared Centimorgan Project I think is really important. I think many genealogists use it on a daily basis. Again, I’m biased, but the value of the tool is that it’s free. And it’s so important to helping you understand the possible relationships for your DNA matches.

Now, years from now, once you do this enough, you can start to remember some of the ranges. You can kind of do it in your head. But until you get to that stage, bookmark that site, and you can just refer to it quickly when you’re working with your DNA results.

Lisa: That’s a good idea. It’s very easy to just drag that URL right on to your web browser bookmark bar and have a bookmark ready to go.

Genetic Genealogy Book by Blaine Bettinger

You’ve really been on the forefront of all of this genetic genealogy. And I know that you’re the author of a book, tell us the name of your book.

Blaine: The name of my book is the Family Tree Guide to DNA Testing and Genetic Genealogy, second edition.

DNA Genetic Genealogy book

Get Blaine’s book (this affiliate link supports our free content)

The Future of Genetic Genealogy

Lisa: What do you think we can look forward to in the future of genetic genealogy?

Blaine: I think it’s really hard to predict in some ways. Some of the tools we have now are our tools we couldn’t even have imagined several years ago. And what’s fueling this growth is the growth of the databases themselves.

For example, just in the past week or so Ancestry came out with a new tool called Side View that allows the grouping of your matches into the two different sides of your family: your paternal side and your maternal side. We couldn’t have imagined a tool like that just a couple of years ago, but it’s because of the size of the database.

For me, the future is two-fold. Number one, it’s the development of these new tools by the testing companies. And it’s also development of new tools by third parties, including the tools like the Shared Centimorgan Project, DNA Painter, and so on. I think we’re going to see more and more tools come out that allow us to work with our results in new and interesting ways.

Lisa: Do you think they’ll ever be a time where the tools and the machine learning that eventually there’s enough data accumulated between people who have tested and people who do genealogy and people who do both, that it could actually automate this process?

Blaine: I do think there’s a huge potential for automation. The one thing that I think is missing right now is that most genetic genealogists, most genealogists period, function as islands. And there isn’t enough collaboration in a way that allows us to benefit from each other’s work. And so, I think there needs to be a way to start to tie together in a more collaborative way, the work that we’ve done. For example, assigning segments of DNA to ancestors.

If I figure out that this stretch of DNA came from Jane and John Doe, that’s great, but that lives on my computer. If there were a way to share that with the world in an easy and collaborative way by clicking a couple of buttons, then, once we have thousands of people doing that, we could have a pretty incredible database and start to really work in a collaborative fashion.

Lisa: Collaboration certainly has been the key behind so much of what’s grown in genealogy.

More from Blaine Bettinger, The Genetic Genealogist

Blaine, thank you so much for all of your work in this area. It’s fascinating to watch what you’ve been up to and I’m going to keep my eyes on you into the future. Please tell folks where they can visit you to learn more about you and what you have to offer.

Blaine: The two main places are thegeneticgenealogist.com, which is my blog. If you’re a Facebook user, we have Genetic Genealogy Tips and Techniques, which is a Facebook group. It’s free to join, and from beginner to expert, everybody I think has a really good time in that Facebook group.

Lisa: It’s always good to see you. Thank you so much, Blaine!

Blaine: Thank you so much.

Resources

Downloadable ad-free Show Notes handout for Premium Members

Genealogy Gems Premium Membership

Learn more about Genealogy Gems Premium Membership.

Learn More about Genetic Genealogy at Genealogy Gems

 

“If My Ancestry Subscription Expires, What Happens to My Tree?”

Are you worried about access to your online tree if you let your Ancestry.com subscription lapse? The tree should still be there. But take these steps to be sure your Ancestry family tree remains accessible and secure–along with the records you’ve attached to it.

What happens to my ancestry tree if my ancestry subscription expires?

 

What Happens if Your Ancestry Subscription Expires

Many people start researching their genealogy with an Ancestry subscription. They build their family tree on the web site, adding details about their relatives. 

Then they sift through Ancestry’s billions of historical records and add hundreds or even thousands of new names, dates, relationships and other facts to their family trees. Along the way, they attach records to each ancestor as evidence of what they’ve learned.

All of this adds up to a unique family tree that is precious to your family. 

However, it is very common for the busyness of life to call them away from their genealogy research for a while. This is what happened to Genealogy Gems reader Beverly. She wrote to me, concerned about what will happen to all her hard work on that Ancestry tree:

“I have been a member of Ancestry.com for a long time and have worked on several trees. I love to work on my genealogy but lately have not had time. Can I drop my membership and still retain my trees? I plan to get my membership back at a later day. Right now I am wasting $20 a month.”

Beverly, I hear your pain!

We all go through busy seasons. It’s easy to cringe at the thought of paying for genealogy website subscriptions we aren’t currently using. 

But the idea of losing all our progress on those web sites if we let our subscription lapse is worse. Your Ancestry subscription has not only included your online family tree, but also all of the records that you found and attached to that tree. 

I did a little research along with Sunny Morton, Genealogy Gems Editor and our resident expert on the Genealogy Giants” websites” (Ancestry, FamilySearch, Findmypast and MyHeritage). Here’s what we can tell Beverly and everyone else who is wondering what will happen to their family tree and all that research if their Ancestry account expires:

According to Ancestry, the answer is yes, you can still access your trees with your login credentials after your subscription lapses. The most important thing is that you don’t delete the tree or the account altogether. 

Ancestry continues to host people’s trees because they want our tree data to share with others, and to give people a reason to come back!

But be aware that if you do not renew your Ancestry subscription, your account will revert to a free guest account. (Your user name and password will remain the same.) This means that you will not be able to access most of Ancestry’s historical records, including the ones you’ve already attached to your trees. And I say “trees” because many people have multiple family trees on Ancestry to be concerned about. 

To see the historical genealogy records that you have attached to an ancestor in your online tree, click on a person in your family tree, and then click Profile:

How to find genealogy records attached to a person in your Ancestry tree

How to find genealogy records attached to a person in your Ancestry tree.

You will be taken to their profile page where you will see the genealogical sources you have attached. 

 

If your Ancestry account expires you can't access records attached to your tree.

If your Ancestry account expires you can’t access records attached to your tree.

These are records that you will not be able to access when your subscription expires.

If Your Ancestry Subscription Expires: Tree Preservation Strategy 

If you plan to let your Ancestry.com subscription lapse for a while, but you want to continue to work with your online trees, consider taking these steps:

1. Download a copy of every record.

The first thing to do is download a copy of every record that you’ve attached to your ancestors’ individual files on Ancestry.com.

You can do this by opening the image of the record, clicking on the Save/Saved button at the upper right, and clicking Save to your computer. I suggest doing this even if you don’t foresee letting your subscription go in the near future.

Saving document from Ancestry before subscription expires

Saving a document to your computer from Ancestry before your subscription expires

2. Save each record in an organized way on your computer.

I recommend using a consistent system to organize these, which I explain in the free Family History: Genealogy Made Easy podcast, in episodes 32-33. (Genealogy Gems Premium website members have access to a 2-part video tutorial on organizing their hard drives.)

If you don’t have a consistent way to organize these document images, you’ll soon become overwhelmed with files that all sort of look the same and you won’t be sure what year they are or which ancestors they pertain to without opening each one!

You may be wondering “What about cloud storage options, such as Google Drive or Dropbox?” These type of cloud storage solutions are ok too. However, I recommend using these platforms more as temporary or backup storage or to share with relatives, rather than as your primary storage.

A better alternative would be to invest in cloud-based backup for your home computer. I use Backblaze personally and for my business.

Backblaze lisa louise cooke

3. Download copies of your Ancestry.com trees

Click here for instructions; it’s really easy.

Yes, Ancestry does continue to maintain your trees, but what guarantees do you have?

Data loss does happen even on big websites, and sites change their practices and policies sometimes. If that happens, you could lose all the information you’ve carefully added to your tree.

4. Start using computer software for your “master family tree.”

Don’t just keep your family tree online where you don’t have complete control.

A “master family tree” is your most complete, up-to-date version of your tree (or trees, if you build separate ones for separate family lines).

master family tree

Keeping your master tree on your own computer keeps all your tree data at your fingertips without any subscription required. Having one master file matters even more once you start sharing your tree on other websites or with relatives.

I use RootsMagic, and that is why I happily agreed to them sponsoring my Genealogy Gems Podcast. It works for Mac and the PC.

RootsMagic the Master Genealogist

I like its affordability: there’s a free version you can try for as long as you like, and the full software will cost you the same as about 90 days of access to Ancestry.com.

RootsMagic also has solid relationships with the major genealogy sites: it now syncs with your trees on Ancestry.com and FamilySearch.org, and you can research records on MyHeritage.com and Findmypast.com.

RootsMagic has tons of advanced features to help you create family history charts, books, and reports, and a great user support community online.

Learn More about Ancestry and the Other Genealogy Giants

Keep up with news and changes on the “genealogy giants” websites with our ongoing coverage of Ancestry.com, FamilySearch.org, Findmypast.com, and MyHeritage.com here.

Disclosure: this post recommends carefully-chosen products and services for which we receive compensation. Click here to read my full disclosure statement, and thank you for supporting the free content we provide at Genealogy Gems.

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