In this post I’m going to answer common questions about the best strategy for creating and maintaining your family tree data.
Should I build my family tree online?
This is a question I get in various forms quite often from Genealogy Gems Podcast listeners. But there’s really more to this question than meets the eye. Today’s family historian needs a master game plan for how they will not only build their family tree, but where they will build it, and where they will share it.
On the podcast I describe it this way:
Plant your tree in your own backyard and share branches online.
I’m going to explain what I mean by this by starting at the beginning.
When You Start Your Family Tree
If you’re new to researching your family’s history, you probably started out with one of the big genealogy websites, such as Ancestry, MyHeritage, Findmypast, or FamilySearch. I refer to them as the Genealogy Giants because they have millions of genealogical records, and they offer you the tools to build your family tree on their website. (Learn more about what each of the Genealogy Giants websites have to offer here in this handy comparison guide.)
These sites make it easy to start entering information about yourself, your parents, and your grandparents either on their website or through their mobile app. But should you do that?
My answer is, “not so fast!” Let’s think through the long-term game plan for this important information that is your family’s legacy.
Family is Forever
Genealogy is a hobby that lasts a lifetime. It’s nearly impossible to run out of ancestors or stories to explore.
But have you noticed that websites don’t last forever? And even if they do, their services and tools will undoubtedly change over time.
And there are many, many genealogy websites out there. A large number of them will encourage you or even require you to start creating an online family tree on their site in order to get the most value from the tools that they offer for your research.
As you work with these different genealogy websites, you may start to feel like your tree is getting scattered across the web. It’s easy to find yourself with different versions of your tree, unsure of which one is the most accurate and complete version.
It’s this inevitable situation that leads to my conclusion that you build and protect a master version of your family tree. I’m not suggesting that you can’t or shouldn’t use an online tree. In fact, regardless of whether you do, you need a “Master Family Tree.”
Plant Your “Master Family Tree” in Your Own Backyard
What do I mean when I say that you should plant your “master family tree” in your own backyard? I’m talking about using a genealogy database software program that resides on your own computer. Let’s explore that further.
A master family tree has three important characteristics:
It is owned and controlled by you.
It is the final say on what you currently know about your family tree.
It is protected with online backup to ensure it is safe.
Your Master Family Tree
1. Your master family tree is owned and controlled by you.
If you create an online family tree on a genealogy website (or in the case of FamilySearch’s global online tree, you add your information to it) you have given final control of that information to the company who owns the website.
In order to own and control your tree, you will need a genealogy database software program installed on your own computer. I use RootsMagic(and I’m proud to have them as a sponsor of the Genealogy Gems Podcast) but there are other programs as well.
A genealogy database software program is installed on your computer. The program and the data you enter into it belongs to you and is under your personal control.
Genealogy databases allow you to not only easily enter data, but also to export it. If you wish to use a different program later, or add your existing data to an online tree, you can export your family tree data as a universally accepted GEDCOM file. (Learn more about GEDCOM files in this article.)
2. It is the final say on what you currently know about your family tree.
As you research your family tree, you will come to important conclusions, such as an ancestor’s birthdate or the village in which they were born. It can take a while to prove your findings are accurate, but once you do, you need one location in which to keep those findings. And most importantly, you must be able to cite the sources for that information. That one location for all this activity is your genealogy database.
However, the nature of genealogy research is that it can take some digging to prove the information is correct. During the process of that research you may find information that you aren’t sure about, and it can be helpful to attach it to the online tree that you have at the same website where you found the information. That gives you a way to hang on to it and keep researching. You can always remove it later. We’ll talk more about strategies for using online family trees a little bit later.
Once you are convinced that the information is correct, then its final resting place is your Master Family Tree. You enter the information and add source citations. This way, whenever you need an accurate view of where you are in your completed family tree research, you can turn to one location: your genealogy database software and the Master Family Tree it contains.
3. It’s protected with online backup to ensure it is safe.
Your family tree isn’t safe unless the database file is backed up to the cloud.
Who among us hasn’t had a computer malfunction or die?
It isn’t good enough to simply back up your computer files to an external hard drive, because that external hard drive is still in your house. If your house is damaged or burglarized, chances are both will be affected.
Another problem with backing up to an external hard drive is that they can malfunction and break. And of course, there is the problem of remembering to back it up on a regular basis.
Cloud backup solves all these problems by backing up your files automatically and storing them safely in an offsite location.
Cloud backup is actually very simple to install and requires no work on your part once it’s up and running. (We’ve got an article here that will walk you through the process.)
There are many cloud backup services available. I use Backblaze (which you can learn more about here). As a genealogist I have a checklist of features that are important to me, and Backblaze checked all the boxes.
Regardless of which service you choose the important thing is to not wait another day to set it up. This protection is a critical part of your Master Family Tree plan.
Using Online Family Trees
Now that you have your own database on your own computer that is backed up to the cloud for protection, let’s talk about strategic ways that you can use online family trees.
First, it’s important to realize that you don’t have to create a tree on a genealogy website just because they prompt you to do so. While there are benefits for you to doing so, the company who owns that website actually benefits tremendously as well.
In today’s world, data is very valuable. I encourage you to read the terms of service and other fine print (I know, it’s boring!) because it will explain the ownership and potential use of that data.
While it’s not the focus of this article, it’s important to understand that other industries are interested in family history data, and data may be shared or sold (with or without identifying information, depending on the terms).
But as I say, there are benefits to using online family trees. These benefits include:
Hints – Online family trees generate research hints on the Genealogy Giants websites and some of the other websites that offer trees.
Cousin Connection – Online family trees offer you an opportunity to possibly connect with other relatives who find your tree.
DNA – Online family trees can now dovetail with your DNA test results (if you took a test with the company where your tree resides). This can offer you additional research avenues.
These benefits can be helpful indeed. However, problems can arise too. They include:
Copying – When you tree is public other users of the website can copy and redistribute your information including family photos.
Errors – If you discover an error in your tree, you may fix it, but chances are it has already been widely copied and distributed by other users.
Email – If you have your entire tree online and your email notifications are active, you may receive an onslaught of hints for people in your tree. Often these are very distant cousins that you are not actively researching. And let’s face it, the emails can be annoying and distract your focus from your targeted research. For example, as of this writing at Ancestry.com you can’t select which ancestors you want to receive email hint notifications for. You can only select hints for the entire tree.
So, let’s review my strategy:
Plant your tree in your own backyard and share branches online.
Now that you’ve planted your tree in your own backed up software, let’s explore the ways in which you can share branches online.
Targeted Online Family Trees
Many people don’t realize that you don’t have to add your entire tree to a website. You can just add parts of your tree.
For example, I may just put my direct ancestors in my tree (grandparents, great-grandparents, and so forth). This can still be a fairly larger number of people. I may want to include their siblings because they grew up in the same household. But I can leave out the far-reaching branches and relatives that really don’t have a direct impact on that line of research.
You can also have multiple trees that focus on specific areas of your research that are important to you.
Exploratory Online Family Trees
Some genealogists also create trees that represent a working theory that they have. This type of tree can help expose where the problems or inaccuracies lie. As you research the theory and as hints arise it can become very clear that a relationship does not exist after all.
An exploratory tree is an excellent reminder that we can’t and shouldn’t make assumptions about someone’s intent or purpose with their online tree. I’ve heard from many people who are angry about inaccuracies they find in other people’s trees. But we can’t know their purpose, and therefore, it really isn’t our place to judge.
However, it is a fair argument that a good practice would be to clearly mark these exploratory trees accordingly to deter other users from blindly copying and replicating the inaccurate information. An easy way to do this is in the title or name of the tree. For example, a tree could be titled “Jonas Smith Tree UNPROVEN”.
Creating multiple, limited trees can be an effective strategy for conducting targeted online research that only generates hints and connections for those ancestors that you are interested in at the current time.
And remember, you can remove any of your trees at any time. For example, you can delete an exploratory tree that has served its purpose and helped you prove or disprove a relationship.
Plan Now for Success
A family tree can seem like a simple thing, but as you can see there’s more to it than meets the eye. A bit of planning now can ensure that your family tree stays healthy and growing.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
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. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 4: Attending Genealogy Conferences and Vital Records Requests
In our first segment, our guest is the longtime online news anchorman of genealogy, Dick Eastman, the author of Eastman’s Online Genealogy Newsletter. He talks about the changing industry and the benefits of attending genealogy conferences.
Next, you’ll learn the ins and outs of using some “vital” sources for U.S. birth and death information: delayed birth records, Social Security applications (SS-5s) and death certificates.
Genealogy Conferences Conversation: A Few Updates
Dick and I talk about Footnote.com as a relatively small site. Has that ever changed! Footnote.com is now Fold3.com and it’s a go-to site for millions of online American military records.
Family History Exposstill offers an exciting conference, especially for first-timers. But there are others as well: In the United States, there’s RootsTech, the National Genealogical Society and many state and regional conferences (like one near my home, the Southern California Genealogical Society’s annual Jamboree). Find a nice directory at Cyndi’s List. Many conferences are starting to offer live streaming sessions for people who can’t attend: check websites for details. In addition, Family Tree University offers regular virtual conferences—where sessions and chat are all online! If you live outside the U.S., look for conferences through your own national or regional genealogical societies. If you can get to London, don’t miss Who Do You Think You Are Live.
Dick now writes all of his Plus content himself. If you haven’t already checked out Eastman’s Online Genealogy Newsletter, you should! Both his free and Plus newsletters are great insider sources on what’s new and great (or not-so-great) in the family history world.
The SS-5
You can order a copy of the application that your ancestor filled out when they applied for a Social Security Number: the SS-5. I have done this, and they really are neat, but they aren’t cheap. So let’s talk about the facts you’re going to find on them so you can determine if it is worth the expense.
The SS-5 has changed slightly over time, but may include the applicant’s name, full address, birth date and place and BOTH parents’ names (the mother’s maiden name is requested). If your ancestor applied prior to 1947 then you will also very likely find the name and address of the company they worked for listed, and possibly even their position title.
Here’s an example of a Social Security application form:
In the 1970s, the Social Security Administration microfilmed all SS-5 application forms, created a computer database of selected information from the forms, and destroyed the originals. So it’s important to order a copy of the microfilmed original, rather than a printout or abstract from the Administration’s database. And luckily now you can request a Social Security Application SS5 Form online under the Freedom of Information Act.
It will help to have your relative’s Social Security Number (SSN) when you apply for a copy of their SS-5. First, it gives you greater confidence that their SS-5 exists. Second, it’s cheaper to order the SS-5 when you have their SSN. Third, the Social Security Death Index, in which you’ll find their SSN, usually has death data that makes your application for their SS-5 stronger. Privacy concerns have caused some genealogy websites to pull the SSDI, but you can still search it (in many instances for free) at the links provided in Episode 3.
Finally, here’s a little background on the Social Security Number itself. The nine-digit SSN is made up of three parts:
The first set of three digits is called the Area Number. This number was assigned geographically. Generally, numbers were assigned beginning in the Northeast and moving westward. So people whose cards were issued in the East Coast states have the lowest numbers and those on the West Coast have the highest numbers.
Prior to 1972, cards were issued in local Social Security offices around the country and the Area Number represented the state in which the card was issued. This wasn’t necessarily the state where the applicant lived, since you could apply for a card at any Social Security office.
Since 1972, when the SSA began assigning social security numbers and issuing cards centrally from Baltimore, Maryland, the area number assigned has been based on the ZIP code of the mailing address provided on the application for the card. And of course, the applicant’s mailing address doesn’t have to be the same as their place of residence. But in general the area number does give you a good lead as where to look for an ancestor.
The next two digits in the number are called the Group Number, and were used to track fraudulent numbers.
The last set of four digits is the Serial Number, and these were randomly assigned.
UPDATE: The website for ordering Social Security applications (SS-5s) has changed since the podcast first aired. For current ordering instructions, including online ordering, click here. The cost is still $27 to order a deceased relative’s SS-5 if you know the Social Security number and $29 if you don’t know it.
Delayed Birth Certificates
After 1937 folks who qualified to apply for social security had to have proof of their age. If they were born prior to official birth certificates being kept in their state, they applied for a delayed birth certificate.
Anytime someone needs a birth certificate for any reason, they have to contact the state—and often the county—in which the birth occurred. If a birth certificate exists, they can simply purchase a certified copy. But if there were no birth certificates issued at the time of the person’s birth, they could have a “delayed birth certificate” issued by that state or county.
In order to obtain a delayed certificate, they had to provide several pieces of evidence of their age. If these are considered satisfactory, the government would issue the certificate and it would be accepted as legal proof of birth by all U.S. government agencies.
Originally people turned to the census for proof of age. But eventually the Social Security Administration began to ask for birth certificates. For folks like my great grandmother who was born at a time and place where birth certificates were not issued, that meant they had to locate documents that could prove their age and allow them to obtain a delayed birth certificate. Delayed just meaning it was issued after the time of the birth.
Delayed birth certificates are not primary sources. (Remember we talked about PrimarySources in Episode 2. Since the delayed certificate was based on other documents, and not issued at the time of the event by an authority, such as the attending physician, then it is not a primary source. This means that while it’s great background information, it is more prone to error. In order to do the most accurate genealogical research you would want to try to find a primary source if possible. Chances are your ancestor used another primary source, such as an entry in the family bible, to obtain the delayed birth certificate.
The process for ordering a delayed birth certificate is likely going to be the same as ordering a regular birth certificate. You would start with the checking with the county courthouse, and then the Department of health for the state you’re looking in. Let them know that the birth record is a delayed birth certificate. Also the Family History Library card catalogue would be a place to look as many were microfilmed. Go to www.familysearch.org and search for delayed birth records by clicking on Search from the home page. Then click Catalog and do the keyword search just as the episode instructs, using “delayed birth” as your keyword. (Within that search, you can also add parameters for the place name.)
So the lesson here is that even though your ancestor may have been born at a time or in a location where births were not officially recorded by the state, they may very well have a delayed birth certificate on file.
Ordering Death Certificates
The Social Security Death Index is just one resource for getting death information. But in the end you’re going to want the primary source for your ancestor’s death, and that’s the death certificate. While many of your ancestor’s born in the 1800s may not have a birth certificate, there is a much better chance that they have a death certificate since they may have died in the 20th century. Each state in the U.S. began mandating death certificates at a different time, so you have to find out the laws in the state, and probably the county, since death certificates were filed at the county level.
As I said before, the death certificate is going to be able to provide you with a wealth of information. Of course you’ll find the name, date of death and place of death, and possibly their age at death and the cause and exact time of death, place of burial, funeral home, name of physician or medical examiner and any witnesses who were present. The certificate is a primary source for this information.
You may also find information such as their date and place of birth, current residence, occupation, parent’s names and birthplaces, spouse’s name, and marriage status. But because this information is provided by someone other than the ancestor themselves it is really hearsay, and the certificate is considered a secondary source for that information.
And lastly you may find a name in the box that says Informant. This is the person who reported the death to officials. Informants are often spouses, children, and sometimes, depending on the person’s circumstances, just a friend or neighbor. But the informant is almost always someone that you want to investigate further because they obviously were close to your ancestor.
Once you think you know the location where your ancestor died, and the approximate if not exact death date, you’re ready to order a certificate. If the person died in the last 50 years you’ll probably have really good luck at the county courthouse Department of Vital Records. The older the record, the more likely it may have been shipped off by the county records department to the state Department of Health. Look for helpful links to death records at Cyndi’s List Death Records.
Here are some tips that will ensure that you don’t get bogged down in bureaucratic red tape:
Get the appropriate request form – this is usually available online.
Print neatly and clearly – if they can’t read it, they will send it back to be redone.
Provide as much information as you have.
Provide a self addressed stamped envelope.
Make one request per envelope.
Include a photocopy of your driver’s license to prove your identity.
Be sure to include your check for the exact amount required.
Make a copy of the request form for your records and follow up.
Lastly, keep in mind that county offices have limited personnel and are often swamped with paper work. So my best advice is that the more courteous and thorough you are the more success you’ll have.
Online Death Indexes
In the case of very old death certificates, as well as birth certificates, some state agencies have opted to hand them over to state Archives and Historical Societies, or at least make them available for digitizing.
And there you have it, lots of different avenues for tracking down your ancestor’s death records providing you with key information for climbing your family tree.
The newest genealogy records to hit the Internet are exciting because of the wide range subjects they cover. Peruse these carefully because there just may be a genealogy gem waiting just for you!
New and Updated Free Records from FamilySearch
The newest additions to the FamilySearch collections are global in their reach, and best of all they are free. Here’s the latest:
Obituaries are a staple of genealogical research. Here’s the latest from the folks at Ancestry:
“Ancestry® updated its collection of US obituaries by combing through millions of digital obituaries to key names, relationships and other facts so members can now easily search these records with just one click.
This initiative first announced at RootsTech uses new sophisticated artificial intelligence technology.
The new Newspapers.com Obituary Collection and the upgraded Ancestry U.S. Obituary Collection will expand Ancestry’s unparalleled historical record collections that enable people around the world to uncover their family history, spark their own journey of discovery and inspire meaningful conversations.
Obituary collections include over 262 million worldwide obituaries and death announcements with almost 1 billionsearchable family members
US Obituary Collection, 1930-Current search is the world’s largest, searchabledigital archive, now includes 4x more searchable family members
Newspapers.com Obituary Index includes facts from nearly 200 millionNewspapers.com obituaries
Newspapers.comis the largest online newspaper archive, with over 525+ million pages of historical newspapers, including obituaries, from thousands of printed newspapers across the United States and beyond.
Members with an Ancestry All Access or Newspapers.com Basic subscription have a 1-click option to view the full obituary on Newspapers.com. Some images may require a Publisher Extra subscription as certain newspapers require additional licenses to view their content.”
From the State Archives of North Carolina blog comes a very interesting addition ton an existing Civil War digital collection:
A selection of 12 volumes from the Soldiers’ Home Association have been added to the Civil War digital collection. These volumes document the history of medical care for veterans and the elderly around the turn of the 19th century.”
“These volumes provide recorded information on veterans’ military service, illnesses or injuries that might not have been recorded elsewhere. Some volumes include patients’ requests for their burial and funeral wishes. The volumes included are listed below:
Discover your Scouse ancestor’s address, occupation and who they were living with in 1801. Findmypast now offers over 13,000 new and exclusive early census records. Don’t miss the images because they provide additional information about your ancestor’s abode.
The 1801 census was the first official census to be carried out in Britain. It estimated the population of England and Wales to be 8.9 million, and that of Scotland to be 1.6 million.
The 1801 census comprised two parts:
the first was related to the number of people, their occupations, and numbers of families and houses.
The second was a collection of the numbers of baptisms, marriages and burials, thus providing an indication of the rate at which the population was increasing or decreasing.
Over 75,000 new records covering 52 parishes across the Cornish peninsula are now available to search at Findmypast.
These transcripts reveal 5 key pieces of information:
when your ancestor was buried
where your ancestor was buried
their age at death,
residence
and relatives’ names.
Click here to search the Cornwall Burials collection.
Kent Burials
And finally, Findmypast has added 12,000 new records to their collection last week. The majority of these new additions cover Swanscombe municipal cemetery and will reveal where and when your ancestor was buried as well as the names of their spouse and father. Click here to search the Kent Burial records.
New Records Coming Soon
Recently announced on the University of Georgia website:
“Through a new partnership with Google, about 120,000 of the Libraries’ 4.5 million volumes will be digitized, allowing further access to literary, historic, scientific and reference books and journals through UGA’s library catalog as well as one of the largest digital book collections in the world.”
“In addition to more modern materials that will be available for preview online, other examples of volumes available in full text include shipping registers from as far back as 1764 and Atlanta city directories dating back to 1870.
The project also advances a longstanding effort to provide digital access to state and federal government publications, and free digital access will be available to works by Balzac, Sir Francis Bacon, Robert Louis Stevenson, Thomas Hardy and other historically significant authors, thanks to UGA Libraries.”
Did one of these new and updated digital genealogy collections deliver what you’ve been waiting for? Please share your discovering in the Comments below. And click here to subscribe to the free Genealogy Gems newsletter to receive all the latest in new and updated genealogy records for your family history.
Preserving old albums means figuring out what to do with everything inside. What if items are dirty or mildewed? How can you safely store related memorabilia? The Archive Lady Melissa Barker tackles these common and important questions. Recently Donna wrote in to tell...
Show Notes: If you’ve been wondering how to write and self-publish a book about your family history, my guest has answers for you! In this episode author J.M. Phillips shares:
How to be a great family history storyteller
Her favorite writing techniques that help create a compelling story
What she learned about self-publishing (and what you need to know)
Her experience living on and writing about Lamlash Street
Click here to buy the book. (Thank you for using this link which helps make this free show possible.) J.M. Phillips is the author of the new book Lamlash Street,A Portrait of 1960’s Post-War London Through One Family’s Story available at Amazon in paperback or Kindle.
Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here.
Get the Free Genealogy Gems Newsletter
The Genealogy Gems email newsletter is the best way to stay informed about what’s available with your Premium eLearning Membership. Sign up today here.
