Want tips to keep your online trees current with the master version in your family tree software? I’ve fielded several questions recently from Family Tree Maker users that might be useful to everyone.
In the wake of the announced retirement of Family Tree Maker software, questions continue to pour in about how to use family history software along with online trees. I’ve also taken a couple of questions from people wondering whether to continue their subscriptions at Ancestry.com if they’re not using Family Tree Maker. Find my answers below–and thanks to Gladys, Charles, Lisa and others for sending in these great questions!
Q: “Why switch from Family Tree Maker if it still “works” even after it’s retired? Ancestry.com and its tree system can be continually updated via GEDCOMs (click here to learn more about GEDCOMs) from one’s current Family Tree Maker for as long as one desires. The key problem is that support for FTM will soon disappear.”
A: Yes, you’re right, the key probably is that support will be gone. Into the future, as operating systems and hardware change, FTM users will likely eventually experience problems and ultimately be unable to continue reinstalling it onto new computers. (As I mentioned in this article, this happened to me with my first database.) While it isn’t an emergency, there is an advantage to migrating now. Other companies are offering great specials, and are currently knowledgeable and focused on assisting FTM users in making the move and ensuring that all of their data migrates successfully. Click here to learn about some of these specials.
RootsMagic is a sponsor of the Genealogy Gems Podcast, and the software that I use personally. The following question came from a listener who wanted to know more about it and how to move their data:
Q: “Can you explain more about RootsMagic and what it can do? Will it allow a transfer of data from the old Family Tree Maker files where I have already stored significant amounts of information?”
A: You can download your content from Ancestry and then load that into RootstMagic. This article on the RootsMagic blog will guide you. And they have an entire “Help” page here devoted specifically to assisting Family Tree Maker users. (Click here to learn why I recommend RootsMagic, which is a sponsor of the free Genealogy Gems podcast.)
Q: “Should I just resign myself to having to upload a new GEDCOM to RootsMagic every month to add any new people/content I’ve found on Ancestry.com?”
A: Rather than adding info to my Ancestry tree and then duplicating it in RootsMagic, I look at it the other way around. I enter new found data directly into RootsMagic as I work. I may go ahead and add it to my Ancestry tree as well, but it really depends on what it is. You see, I view my Ancestry.com tree as a drafting table or a work space, not the final resting place for my family tree. For me, a little extra effort is worth keeping control of my data.
I really don’t foresee Ancestry.com resurrecting Family Tree Maker or selling it to another company. This article explains some of the business reasons why.
Q: “If I continue to use Ancestry.com and add content to my online tree, what is the best way to get that content into my RootsMagic tree?”
A: You can download your content from Ancestry and then load that into RootsMagic. This article on the RootsMagic blog will guide you. I think after reading all my answers here you will see that I use Ancestry and MyHeritage as research tools, and RootsMagic as my master complete genealogy database. So I leave RootsMagic open on my computer in the background, and pop over to that window to enter confirmed data as I am working on the various websites.
BONUS QUESTIONS! Ancestry.com and MyHeritage.com Subscriptions
Here are my responses to Family Tree Maker user questions about where to invest their subscription dollars and efforts.
Q: “Do you recommend not using Ancestry.com for research anymore?”
A: I think Ancestry is a treasure trove of genealogical data and documents, and I absolutely will continue to use it. However, as I mentioned in my article, I’m a believer in housing my master family tree on my own computer, and backing up that computer to the cloud (I use BackBlaze. I like the service so much they have become a sponsor of the Genealogy Gems Podcast.) That way I control the data and know it is protected. I don’t use Ancestry trees for my master tree. Rather, I upload a GEDCOM of the branches I want to generate leads for (shaky leaves). When I find new information I may or may not add it to my Ancestry tree (based on my research needs) but I always add it to RootsMagic master database.
Q: “Should I switch to MyHeritage?”
A: MyHeritage is a great website as well. I use it in much the same way I use Ancestry (above). It has been invaluable for my international research. (Click here to learn why I recommend MyHeritage.com, which is also a sponsor of the free Genealogy Gems podcast.)
Final thoughts: In the end, it’s your data and your decision. I hope you’ve found these conversations helpful as you do your own homework on what is right for your family tree.
More Gems on Family History Software and Online Trees
Family Tree Maker Alternatives and What I Do With My Online Tree
How to Download and Backup Your Ancestry Data
Is that Software Expired? Why I Wouldn’t Use Obsolete Family Tree Maker Software
Recently, I heard from Shirley in Austin, Texas (U.S.) with a question about how her relatives are related to each other:
“My GGM (Caroline ‘s) great grandfather (Franz Joseph) is the same as my GGF (Eduard ‘s) grandfather (Franz Joseph). How would they be related to each other? Half 2nd cousin twice removed?
The relative in common (Franz Joseph) and his same wife, had two sons: Franz Carl who is Eduard’s Father, and Johan Anton, who would be Caroline’s Grandfather.”
I like this Cousin Calculator tool (also called a relationship calculator) at Searchforancestors.com. If Caroline is the Great Grand daughter of Franz Joseph and and Eduard is the Grandchild of Franz Joseph, then according to the Cousin Calculator they are first cousins one time removed. Hope that helps!
What kind of complicated or double family relationships have YOU discovered on your family tree? Enter them into the cousin calculator. Then tell us how they’re related on the Genealogy Gems Facebook page!
Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.
Originally published 2009
Republished January 21, 2014
Download the Show Notes for this Episode
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 15: Genealogy Cold Calling II: 14 Tips for Contacting Distant Relatives
Connecting with someone who knows about our ancestors can really boost our research results—and even create new relationships among living kin. But it’s not always easy to send that first email or make that call.
In today’s episode we talk about the skill of “genealogical cold calling.” Relationships are key to genealogical success and by following 14 genealogical cold calling strategies you will find your research relationships multiplying. We’ll chat with my cousin, Carolyn Ender, who has conducted hundreds of telephone interviews. She has a knack for quickly connecting with folks she doesn’t know over the telephone in ways that put them at ease and bring to light the information that she’s looking for.
But first, we do some follow up with an email from a listener about family trees. Then, I share a little story that puts into practice what we’ve learned so far in this podcast series.
14 Steps to Genealogical Cold Calling Success
#1. Identify the person you want to call.
#2. Locate the person’s phone number. Below are some great websites for locating people you don’t know. The list is updated from the one given in the show. And Whowhere.com now has an app for Android, iPhone and other mobile devices. Check it out
Don’t forget to search the entire metro area, not just one city. Try just searching their first name particularly if it’s not a really common first name. Try and track down their number through other relatives or researchers. If all else fails consider posting on a message board for the surname
#3. Prepare ahead for making the call.
Every tough job gets just a little easier when you do your homework first. Follow these tips:
- Take into account a possible difference in time zones.
- Choose a time when you are not too rushed
- Do a brief review of the family you are researching so it’s fresh in your mind
- Make note of specific questions you would like to ask.
- Have your genealogy software program open or your written notes at your fingertips.
#4. Get up the “nerve” to call.
Remind yourself how valuable this person’s information could be to your research. If he or she is quite elderly, remember that none of us will be around here forever so you need to make the call today! Say to yourself: “I can do this. This is important!” And be positive and remember, all they can do is say “no thank you.”
#5. Introduce yourself.
Give your first & last name & tell them the town and state where you live. Then tell them the family connection that you share, and tell them who referred them to you or how you located them before launching into why you’re calling or what you want.
#6. Overcome reluctant relatives.
Be ready to share what you’ve learned, and to share your own memories of a relative that you have in common. Mention something of particular interest in the family tree that might pique their interest.
If they are very hesitant you could offer to mail them some information and offer to call back once they’ve had a chance to look at it. That way they can sort of get their bearings too.
#7. What to do during the call
You’ll want to take notes during the phone call. Try a headset which will help to free up your hands for writing. Handwriting is preferably over typing.
Take the opportunity to not just get new information but also to confirm information that you already have–just to make sure it’s correct.
If you have a way to record the call, you don’t have to take notes and focus all of your attention on the conversation, and then transcribe the recording later. If you want to record, ask permission: in some places, it’s illegal to record a conversation without permission and it’s common courtesy to say you’re taping them. But it might put off a stranger; perhaps taping could wait until a second call.
#8. Leave a detailed voice mail message if there’s no answer.
State your name and that you would like to talk with them about the family history. Leave your phone number and tell them that you will call them back. Consider leaving your email address and suggesting they email you with a convenient time to call back.
Be sure and keep track in your genealogy database each time you call and what messages you leave. Having a log of calls and voice mail messages you’ve left will help you keep track.
#9. “Must-ask” questions.
- “Do you or anyone else in the family have any old family photographs, or a family Bible?
- (Reassure the person that you would only be interested in obtaining copies of any pictures or mementos they might have.)
- “Do you know anyone else in the family who has been doing family research?”
- “May I have your permission to cite you as a source in print in the future?”
- “Is it OK with you if I keep in touch from time to time?”
#10. Wrap up the call.
- Ask for their mailing address and email address.
- Offer to give them your address and phone number.
- Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
#11. Document the call.
Sit down at the computer or your notepad right away and make detailed notes about the phone conversation while it’s fresh in your mind. Include the person’s name, address, phone number and date of conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. At the bottom of the page list the ACTION items that come to mind that you want to follow up on based on the conversation. Enter their contact information into your genealogy database as well as your email contact list.
#12. Enter new information Into your genealogy database.
This is a must. Do it right away while it’s on your mind.
#13. Create an action item list.
Create action items based on what you learned. Ask yourself “What are the logical next steps to take considering what you’ve learned through this interview?” The call is not the end result, it’s a step in the research process, and it can really help to make this list now, and while it’s fresh in your mind.
#14. Follow up.
Send the person a written note or email thanking them for taking the time to talk with you. If the person mentioned that they would look for pictures or would look up something in a family Bible etc., mention in your note that you would still be interested in anything they can help you with and that you would be glad to pay any copying expenses, postage etc. Offer to provide copies of your information or copies of pictures you have etc. You never know: they might catch the genealogy bug and become your new research partner!
Next, put their birthday on your calendar and send them a card on their next birthday. It’s another way of keeping the connection going and expressing that you really do appreciate all their help. Try this service: Birthday Alarm.
Occasionally make a follow up call to check in and see how they are doing, share any new family items she’s come across recently, and ask if they have they heard or found anything else.