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RootsMagic family history software is now eligible for Amazon Prime shipping. According to the company, “For those who have Amazon Prime accounts, this means you can now order RootsMagic (or RootsMagic and the book) and receive free 2 day shipping on that order. For anyone else (those without Amazon Prime accounts), it means you can get free shipping on RootsMagic from Amazon if your total order is $35 or more.”
Why should you use family history software instead of just building your tree online at a genealogy website? Click here to read why.
Why RootsMagic software? Click here to see why I recommend it.I’m also huge fan of keeping your master tree on your own software rather than just in an online tree
Tracing your ancestors’ occupations can be one of the best ways to learn more about their everyday lives, skills, financial status and even their social status. Follow these tips and record types into the working lives of your relatives to enrich your family...
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SHOW NOTES: Ever wondered about your family history? Delving into your ancestry can be both exciting and overwhelming. I’m going to break down the basics of genealogy research, offering beginner-friendly tips and tricks to help you get started on your own family tree journey. These tips are also great for getting back to genealogy after taking a break, or if you’ve been at it a while, just making sure that you’ve covered all of the most essential bases.
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Start with yourself and work backwards. This provides a foundation for your research.
Compile all the information you already have about your family, including:
names, dates, places of life events.
Scour your house for records, photo albums, family bibles.
Write down stories or anecdotes you’ve heard.
2. Get a genealogy software program
You need a place to put the information. Yes, you can build a family tree online, but it’s critical to have the main tree that you work on be the one on your computer. That way you own the files forever and you’re not reliant on an ongoing subscription or a group tree where others can change it.
There are a wide variety of genealogy software options, but the good news is you only need one.
It’s not a big investment. For less than $40 or $50 you can get a powerful program that can track everything you find, keep it organized, make it easily searchable, and even run reports and connect you to hints on your favorite genealogy websites.
Rootsmagic, Legacy Family Tree, Family Tree Maker and Reunion are some of the most popular and have been around the longest. I use RootsMagic https://rootsmagic.com/store/rootsmagic/
It’s really important to take the time to talk with family members. You’ll want to gather information, uncover stories, and gain insights into your family history. Encourage them to share their memories, photos, and documents. And let’s be practical, it’s best to start with your oldest living relatives first. Prepare your questions ahead of time and record whenever possible.
5. Get familiar with AI tools
Embrace AI-powered tools. Even if you don’t use them for anything else, there’s no denying that AI can dramatically speed up your research and do a ton of the heavy lifting.
Get comfortable with at least one of the leading AI Chatbots. You can start out with the free version, and if you want more horsepower, subscribe for a low monthly fee.
Leading options: ChatGPT, Grok, Google’s Gemini, Perplexity and Claude.
Pick one, bookmark it on your web browser, and use it.
Once you’ve laid this foundation, you’re ready to make your first new discoveries. At first it will be easy to know what to work on because you’re still working backwards. Most of us can fill in most of the blanks on our grandparents. But then it’s time to move to your great grandparents and so on.
You’re going to focus first on finding ancestors. These are the people you are directly descended from: grandparents, great grandparents, and so on.
You’ll also be filling in the tree with your relatives. These are your aunts and uncles, cousins and so on. For each ancestral couple, take the time to find all their children. These people may feel more secondary, but the record of a great aunt might be the key to unlocking information about her parents that you couldn’t find by only researching her brother your grandfather. When it comes to all your relatives, that’s totally up to you. You can invest time on finding them now, or wait until you make more progress on your tree and then come back to them later when you have time.
7. Gather Foundational Records
You’re going to focus on essential milestones for each ancestor in your tree. Think of this information as the backbone of your family tree. You can add flesh to the bones later.
Start with the most recent event for that ancestor, which was probably their death if you’re working on a great grandparent, and then move back to their marriage, and then their birth.
From there, you’ll want to fill in some of the most important items such as:
Their children (records: census, obituaries in newspapers, etc.)
Where they lived throughout their life (records: census, city directories, voter registrations, etc.)
Military service (records: draft cards, service records, pension records, etc.)
8. Leverage the power of search engines
While not everything is online by any stretch of the imagination, here are some of the best online sources to search for the records we just mentioned:
FamilySearch – https://www.familysearch.org
All kinds of historical records, digitized books, and family tree info.
You’ll also need to up your game with Google so that you can find things beyond just the most popular genealogy websites. And these skills will come in really handy with Google Books.
Use search operators to target specific resources.
Quotes around a word or phrase for exact matches.
Use a minus sign in front of words you want to exclude from the results.
Place an asterisk between two words within quotes to include a few words or initials between the exact phrase.
There are many more search operators and strategies. These are covered in the wide range of Genealogy Gems videos. Visit https://lisalouisecooke.com/videos/ and click the “Google” category.
It’s time to put some flesh on the bones so to speak. In other words, creating a more comprehensive timeline for your ancestor. Your genealogy software probably has a timeline report feature. Pull it up or print it out and start filling in the gaps.
Where they worked (records: census, city directories, industry catalogs, etc.)
Land they owned (records: land records, tax records, probate records, etc.)
If they immigrated from another country (records: passenger lists, citizenship papers, etc.)
Photos (sources: family members, Google search, old photo databases, genealogy websites like Ancestry, MyHeritage, Findmypast and FamilySearch, etc.)
Any other interesting life events (records: Newspapers, books, etc.)
10. Mastering the art of record interpretation
It’s not enough to find records. You’ve got to really understand what they are and are not telling you.
Take the time to familiarize yourself with the record collection.
Why was it created?
Who created it?
What timeframe does it cover?
What doesn’t it include?
Use AI tools to help you transcribe or translate records but always check for accuracy!
Find out what the abbreviations used in the documents mean. (ex. Census instructions)
Use multiple credible sources to verify the information you find.
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