Inherited Genealogy Files: Adding Source Citations to an Inherited Family Tree

Adding Source Citations is our third post in the Inherited Genealogy Files series, and in this post, we answer a listener’s question.

 

We recently received this letter from a Genealogy Gems Podcast listener, Cristy. She says:

Thank you for your tip about starting from the present and working backwards. I was having a hard time knowing where to start. I had inherited a tree passed from my mom and my great-grandmother, that when combined with the information my husband’s aunt gave me [I had a] tree with almost 1200 names. But the information from my great-grandmother and my aunt does not have any sources and all of my mom’s sources got lost in our various moves over the years. She only had her old school database that just had the facts and no sources.

I determined that a genealogy book my mom used as a source for one of our lines [had been] copied [from] an older genealogy line that has been proven incorrect. So, my goal has been to re-find my mom’s sources and document everything. I didn’t know where to start. I have now made a second tree in my database keeping the original as a place to start and only putting what I have proved using actual sources and attaching the documentation as I go. Your episode on the Genealogical Proof Standard was really helpful. It will be a big help as I clean up my tree.

Finding Source Citations for Your Inherited Family Tree

Let’s first give a brief definition of source citation.

Source Citation: the information that tells your reader where you obtained a particular piece of genealogical data.

For example, a family tree should include a source citation for the birth date and place, the death date and place, and the marriage date and place…and that’s just the start.

Finding source citations is really easy if you are using FamilySearch. Let’s say I used a death record I found online at FamilySearch as the proof of my ancestors death date. What is so wonderful about using FamilySearch.org for finding records is that it includes a source citation for you to copy and paste. Take a look.

Adding source citations from FamilySearch

You can highlight the source citation text and copy it into your genealogy software. A bonus is knowing that FamilySearch is free and easy to use.

Adding Source Citations for Genealogy to RootsMagic Software

As I mentioned above, you can take the source citation you found on FamilySearch and copy and paste it into your genealogy software. RootsMagic is the genealogy software we here at The Genealogy Gems Podcast use (and we are proud that they sponsor our free Genealogy Gems Podcast.) It is an easy-to-use and effective software for both PC and Mac users. (To learn more about using RootsMagic, read here.)

Using RootsMagic, let’s add a source citation to an event in a family tree:

Adding source citations to RootsMagic

In this example above, we have double clicked on Clarence’s name and opened up the Edit Person window. We would like to add a source citation for Clarence Bowser’s death date and place. In the line for death, we click on the box in the source citation column. The source citation column is indicated by that little icon that looks like a record.

At the pop-up window, we click Add new source and from the options, choose Free Form and click OK.

Adding source citations to database

Now, let’s assume you copied the following source citation from a record you found at FamilySearch.org:

“Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007,” database, FamilySearch (https://familysearch.org/ark:/61903/1:1:VKBM-BKN : accessed 8 December 2014), Clarence W Bowser, 09 Nov 1958.

The first part of the citation is the title of the collection and the location you found it. “Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007,” database, FamilySearch (https://familysearch.org/ark:/61903/1:1:VKBM-BKN. That front half of the citation is going to go in the Footnote area of the next pop-up window. The remainder of the citation you copied is going to go in the Page field. Then click, OK.

correctly adding source citations

Notice, the entire footnote at the right of the screen looks like the one you copied from FamilySearch. You may wonder why on earth we separated the citation. Because, RootsMagic is going to remember you have a source citation from Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007. The next time you find an ancestor’s death record in this index, you will not need to click Add new source. Rather, you will click Cite existing source, and choose the Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007.

Adding source citation for death record

At the next screen, the Footnote field will already be filled out for you. All you need to do is fill in the Page field with the back-half of the new source.

Adding source citation for other record

More on Adding Source Citations for Genealogy

Evernote for Genealogy Quick Reference GuideIn addition to keeping your source citations on a genealogy software program, you may wish to clip the citation and add it to Evernote. Lisa Louise Cooke explains just how to do this in her article titled, “Cite Your Sources from FamilySearch with the Evernote Web Clipper.”

You can get loads more tips and tricks in our helpful Evernote for Windows for Genealogists quick reference guide (also available for Mac users). Also, get a quick overview about this amazing product from this video clip on our YouTube Channel.

Genealogy Gems Book Club: More Recommended Reading

Looking for something good to read? The Genealogy Gems Book Club passes on four titles recommended by RootsTech attendees.

We met so many avid readers at the Genealogy Gems Book Club Open House at RootsTech 2016! Several of them recommended some of their favorite books they thought other genealogists would enjoy: books about family relationships, history, identity and similar themes. Here’s a short list I wanted to pass along to you:

genealogy gems book club reader recommendationThe Story We Carry in Our Bones: Irish History for Americans by Julienne Osborne-McKnight. This was recommended by Holly, who works in a library and had seen it cross her desk before the conference. According to the book description, this history begins in deep history with the Celts and Vikings. It explains the events that led up to the great potato famines, and follows the Irish exodus to the U.S., where she then traces Irish-American life. Sounds like the perfect read for any Irish-Americans out there!

genealogy gems book club Finding Samuel Lowe: China, Jamaica, Harlem, a memoir by Paula Williams Madison about the author’s journey into her family history, which resulted in a documentary by the same name. “Spanning four generations and moving between New York, Jamaica, and China, [this] is a universal story of one woman’s search for her maternal grandfather and the key to her self-identity.” The author was one of the keynote speakers at RootsTech. This was recommended by Alexis, who won our Genealogy Gems Book Club door prize (a free Genealogy Gems Premium website membership, so she can listen to the full author interviews!).

genealogy gems book club The Forgotten Garden, a novel by the international best-selling author Kate Morton. The premise of the story was apparently inspired by Kate’s own family history. It’s described as follows: “A tiny girl is abandoned on a ship headed for Australia in 1913. She arrives completely alone with nothing but a small suitcase containing a few clothes and a single book—a beautiful volume of fairy tales. She is taken in by the dockmaster and his wife and raised as their own. On her twenty-first birthday, they tell her the truth, and with her sense of self shattered and very little to go on, ‘Nell’ sets out to trace her real identity.”

 

genealogy gems book clubThe Last Midwife: A Novel by Sandra Dallas, the story of the only midwife in a small Colorado mining town on the Rocky Mountain frontier. Gracy has delivered hundreds of babies, but then a baby is found dead and Gracy is accused as murderer. She’s kept lots of people’s dark secrets over the years–and a few of her–and as the trial looms, she has to decide which of those secrets to give up in order to clear her name.

Orchard House Genealogy Gems Book ClubFinally, here’s one last reminder to savor Orchard House: How a Neglected Garden Taught One Family to Grow by Tara Austen Weaver, the current featured book of the Genealogy Gems Book Club. In the next episode of the free Genealogy Gems podcast, you’ll hear a snippet of our interview with Tara Weaver. Next month, Genealogy Gems Premium website members will be able to hear the entire interview with Tara on the Premium podcast.

 

Genealogy Gems Book Club Genealogy Family HistoryAre you a reader? Want some more great recommendations? Want to hear some fantastic interviews with the authors of books we’ve covered in the past? Click here to learn more about the Genealogy Gems Book Club.

Comparing the Big 3 Genealogy Websites and AI Update (Audio podcast)

SHOW NOTES: A comparison of the top three genealogy websites and an update on the latest artificial intelligence news. Lisa interviews genealogy author Sunny Morton about her article “Three’s Company” from the March/April 2025 issue of Family Tree Magazine. They dive into a detailed comparison of the top three genealogy websites—Ancestry.com, FamilySearch.org, and MyHeritage.com—focusing on historical records, DNA tools, family tree features, and more. Sunny shares insights on how these platforms differ, their strengths, and practical tips for genealogists to maximize their research. Whether you’re a U.S.-focused researcher or tracing global roots, this episode has something for everyone.

Listen to Podcast Episode #293

To Listen click the media player below (AUDIO ONLY):

Download this episode’s show notes. (Premium Membership required.  Join today.)

Comparing the Top 3 Genealogy Websites

What Is a Historical Record and Does Its Definition Differ Between the Three Websites?

Timestamp: 00:31
Key Takeaways and Tips:
• Definition: A historical record is a document created in the past, ideally close to the time of the events it describes, offering a more accurate glimpse into history than later recollections.
• Differences: The definition varies slightly across platforms. Ancestry, FamilySearch, and MyHeritage count records differently—sometimes focusing on the primary person (e.g., the deceased on a death certificate) and sometimes including secondary individuals (e.g., parents or witnesses).
• Tip: Don’t assume every “record” is a unique historical document. A single certificate might be counted multiple times if it names several people. Check how each site labels the “primary person” to understand what you’re working with.

How Do the Number of Records Stack Up Across the Three Websites?

Timestamp: 04:43
Key Takeaways and Tips:
• Numbers Overview: Ancestry boasts ~60 billion records, FamilySearch ~66.24 billion (13 billion searchable names + 5 billion+ unindexed images), and MyHeritage ~32 billion.
• Ancestry: Strong U.S. focus; top 20 collections (e.g., city directories, yearbooks, newspapers) make up a third of its total, boosted by AI indexing of recent centuries. Less helpful for pre-1800 research.
• MyHeritage: More global, Euro-centric, with 40% of its total in its top 5 collections (e.g., family trees, newspapers via OldNews.com). Great for non-U.S. research.
• FamilySearch: Truly global, free, and diverse; top 20 collections are less than 20% of its total, plus 500,000+ digitized books. Hard to pin down exact counts due to unindexed images.
• Tip: Focus on “where and when” your ancestors lived. Use Ancestry for U.S. depth, MyHeritage for European roots, and FamilySearch for global coverage or record-loss areas.

What’s Your Elevator Speech for the Primary Strength of Each Website?

Timestamp: 12:50
Key Takeaways and Tips:
• Ancestry: U.S.-centric with vast records—start here for American research, paired with FamilySearch.
• FamilySearch: Free, global focus, no target customer—ideal for international searches and unique collections.
• MyHeritage: Euro-centric, excels in language translation (e.g., German trees)—perfect for non-English records and global connections.
• Tip: Before subscribing, browse each site’s catalog to see if it matches your research area. Combine platforms based on your needs—don’t skip one just because it’s not your “main” focus.

How Do They Stack Up for DNA Research?

Timestamp: 16:30
Key Takeaways and Tips:
• FamilySearch: No DNA tools—focuses on records, not genetics.
• Ancestry & MyHeritage: Both excel at DNA, making complex data accessible. Offer ethnicity estimates (improving over time) and match tools.

  • Ancestry: Groups matches by common ancestors; recently added shared matches of matches.
  • MyHeritage: “Theory of Family Relativity” maps person-to-person connections; accepts raw DNA uploads ($29 for advanced tools or free with subscription).

• Tip: Revisit DNA results every 3-6 months for updated ethnicity estimates and new matches. Rotate subscriptions if budget’s tight—your data stays, and hints accumulate.

How Do Their Family Tree Features Compare?

Timestamp: 23:26
Key Takeaways and Tips:
• Ancestry & MyHeritage: Private, individual trees you control—shareable if desired. Multiple trees allowed for testing theories. No source requirement, but tree checkers flag unsourced data.
• FamilySearch: One giant, public, collaborative tree—nothing private for deceased individuals. Emphasizes sources and reason statements to improve accuracy.
• Tip: Use online trees as “bait” for hints, keeping your full research offline in software. Politely ask public tree owners for sources if unsourced data intrigues you.

How Do They Compare for Searchability in Family Trees?

Timestamp: 29:45
Key Takeaways and Tips:
• All Three: Excellent search portals for minimal or detailed queries.
• FamilySearch Bonus: Search its tree even if you don’t contribute—great for harvesting clues about ancestors.
• Tip: Use tree searches strategically to uncover new leads or verify info, even if you’re not building online. Refine searches as trees grow to stay efficient.

How Do They Compare for Photos, Memories, and Stories?

Timestamp: 31:56
Key Takeaways and Tips:
• General: All are works in progress, with best tools on apps (not always ideal for big-screen users). AI-generated life histories check tree completeness.
• MyHeritage: Leads with photo tools (enhancing, colorizing, animating) and “My Stories” for living-generation narratives.
• Tip: Use MyHeritage’s photo animations to engage family—watermarked as AI-generated, they spark curiosity without claiming historical fact.

How Compatible Are They for Syncing with Desktop Software?

Timestamp: 36:28
Key Takeaways and Tips:
• MyHeritage: Free Family Tree Builder syncs with online trees.
• Ancestry: Syncs well with Family Tree Maker (despite separate ownership).
• FamilySearch: RootsMagic and others pull sections of its global tree.
• Tip: Prioritize sync compatibility when choosing a site—check software options before committing to an online tree platform.

All information was to the best of our guest’s knowledge as of the date of recording.

Latest advancements in AU and their application to genealogy research.

Timestamp: 48:11
1. Gemini Updates by Google. o New Features Announcement (March 2025):
 Google’s Gemini app rolled out significant updates, available to try for free, with enhanced features for all users and premium options for subscribers.

2.0 Flash Thinking Experimental:
 Offers file upload capabilities (crucial for genealogy context), improved reasoning, efficiency, and speed.
 Advanced users (subscribers) get a 1-million-token context window, allowing more extensive project interactions.
 Free users can test it with a one-month trial of Gemini Advanced.

Deep Research Tool:
 Now upgraded with 2.0 Flash Thinking Experimental, it searches and synthesizes web information quickly, producing detailed multi-page reports.
 Available globally in 45 languages; free users get limited tries, while advanced users have expanded access.
 Shows real-time reasoning, similar to Grok, enhancing transparency in research processes.

Personalization (Experimental):
 Integrates with Google apps (starting with search) to tailor responses based on user history, e.g., genealogy-focused search patterns.
 Users control personalization settings and can disconnect if desired.

2. Connected Apps Integration

  • Gemini now connects with Google Calendar, Notes, Tasks, and soon Photos (in English), allowing complex, multi-app requests.
  • Example: Genealogy applications could involve organizing research notes or creating itineraries from ancestral photo locations.

3. Gems Feature

  • A new customizable AI tool, free for all Gemini app users, enabling creation of personal AI experts for specific topics (e.g., genealogy).
  • Users can upload files and set instructions via the Gems Manager on desktop, tailoring it to repetitive research tasks.
  • Lisa plans to explore this deeply in upcoming premium videos and live streams, emphasizing its potential for genealogists.

4. AI Competition and Future

  • Gemini is positioned as a competitor to Grok, with features like file uploads and deep research mirroring Grok’s capabilities.
  • Lisa predicts AI will eventually replace Google search, with ongoing competition determining the leading AI tool.

5. Practical Tips / Getting Started with AI

Closing Note: AI tools like Gemini are like “shovels” for genealogists—essential for digging deeper and enhancing research efficiency. Stay tuned for more in-depth explorations in premium content!

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