What to do with Inherited Genealogy – Episode 74

In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”

what to do with inherited genealogy

You’ll learn:

  • how to get started dealing with genealogy research that’s been given to you
  • organizational strategies
  • incorporating the inherited genealogy into your research
  • what to do with inherited genealogy materials you don’t want to (or can’t) keep

Original air date: Oct. 14, 2021.

Episode 74 Show Notes 

(Get your ad-free cheat sheet download in the Resources section at the bottom of this page.)

I Got Handed the Family Genealogy, Now What?

Inheriting genealogy is a big responsibility and can be a bit overwhelming. Even if you haven’t been fortunate enough to receive much from other researchers in your family, chances are your descendants will be faced with inheriting your research. That’s why this week’s Elevenses with Lisa episode 74 is for everyone!

As exciting as it can be to receive new genealogical information, it presents challenges such as:

  • figuring out if each piece of information is correct,
  • finding a way to process it and blend it into what you already have (or if you’re new to genealogy, what you DON’T have!)
  • finding a place to put it,
  • and making the hard decisions about what you can’t keep.

So in this video I’m going to share with you my top strategies that I’ve used myself more than a few times. So take a deep breath, grab a soothing cup of Chamomile tea, and let’s get started.

I’ve received many emails over the years from folks who have faced the challenge of inheriting genealogy research done by another family member.

Jim R wrote me to say:

“I am going through my family tree and have a question. My aunt spent a lot of time back in about 1985 and had a huge hardback book of printed up of the family tree. But I was told by a few family members that some of the information in it isn’t true. How do I go about doing my own research, and properly compare the info? I need to figure out what is right and what is wrong. This is fun, but frustrating at the same time. Thanks.”

Don’t Take Inherited Genealogy at Face Value

Accuracy (or lack thereof) can a real issue when we receive someone else’s work. We can’t just take it at face value, especially if the researcher did not cite their sources. There’s no way to know if an ancestor on their tree is truly your ancestor until you look at the genealogical source documents for yourself. If they haven’t listed which sources they used, you’ll have to go find them. The good news is that it should be a little easier to find them based on the information provided about the ancestor. Usually when you get a family tree from a relative, it will at a minimum include important dates like birth, marriage and death, and hopefully some of the places where those events occurred.

Jim inherited a large, compiled history book, but you may be fortunate enough to receive an entire lifetime’s worth of research. Well, some folks would feel fortunate, others may not! No matter how much you’ve inherited, the genealogical process remains the same: start with yourself and work backwards. It may be tempting to start focusing on new ancestors you see in the family tree you just acquired, but resist the temptation. We must always prove the relationships connecting us to each generation going back in time so we don’t end up adding someone to the tree who doesn’t belong there.

So let’s stop for a moment and go back to the beginning, when you first inherit your relative’s genealogy research. What do we do first?

Assess what you have inherited.

Jim received one big book. But if you’re like me you may have received boxes of items, many loose and unorganized.

I like to divide it up by families and place each pile into a separate bin, in chronological order as much as possible. I use clear stackable bins because you can see what’s inside. I’ve used these for years and never detected an ounce of damage. Damage is more likely to come from heat,  moisture and mishandling than stored undisturbed in a plain storage bin in a room temperature stable environment such as a closet.

Use 3×5 white index cards to label each bin. Use a medium black sharpie pen to write the family surname in large bold letters, and place the card inside the box at one end facing out. You will be able to see it through the clear bin. You can also simply tape it on the outside of the bin.

You’ll also need one location where all the bins can be stored until you’re ready to work on them. A spare closet or even under a bed can work. The important thing is they are all together undisturbed and easily accessible. Once items are sorted and stored, you can then pull out one bin at a time to work on.

If your inherited genealogy appears to be well organized, such as in scrapbooks, keep it in context. Don’t take it apart and divide it up. There’s something to be learned from the order in which things were added to the book.

divide inherited genealogy into bins

my spare closet with bins of inherited genealogy awaiting processing.

Take inventory and prepare to track your progress.

It’s important to recognize that it isn’t likely that all of the materials and information will be digestible in one sitting. And it helps tremendously when you set up a process that makes it easy to pick up the project and put it down easily while keeping track of where you left off.

You can track your progress in a variety of ways:

  • a project log spreadsheet,
  • Word document
  • Evernote or One Note
  • A spiral notebook

Take a moment up front to put your tracking mechanism in place and be as consistent as possible in using it.

I use Excel spreadsheets for my tracking. I find it very helpful to create a separate tab for each item within the collection (book, scrapbook, computer disk, address book, etc.) This helps provide me with a complete inventory at a glance. On each tab I add columns applicable to the type of item and information it contains.

Get a genealogy software program.

If you’re new to genealogy, or you’ve only had your family tree online, now is the time to get a genealogy software program. It will not only help you stay organized, but it will also give you a mechanism for consistently adding source citations. Your genealogy software database while also serve as the “brain” of all your efforts. The database gives you one place to focus your efforts and systematically add information. Also, it puts all of it in your control on your own computer, not solely in the hands of a genealogy website that could be gone tomorrow.

There are a handful of genealogy software database programs on the market. Family Tree Maker, Legacy and RootsMagic are all good and reliable. MyHeritage offers Family Tree Builder for free

No matter which one you choose, download and install it on your computer. Then make sure that you have an automatic cloud backup service installed and running on that computer. I have used Backblaze for years. You can get a free 15 day trial here which will give you an opportunity to see how easy it is to get up and running. (Disclosure: this is an affiliate link.)

Learn more by watching my video classes on databases and organizing your genealogical materials.

organizing genealogy video classes by Lisa Louise Cooke

Learn more with my Premium Member classes on organizing genealogy.

Start processing the inherited genealogical information.

Whether you are new to genealogy or a longer time researcher, start by entering the information you inherited starting with yourself or your parents and then add family members going back in time generation by generation. As I said previously, I know it can be tempting to jump to older generations to work on, but you must methodically prove each generational connection in order to have an accurate family tree.

In Jim’s case, he inherited a compiled history book from his aunt, so he will want to start by turning to the page that contains himself or his closest ancestor (probably his parents.) On his tracking spreadsheet he could include columns for ancestor’s name, page number and notes, and enter that information as he works on each person’s record. By doing so, he will always know where he left off.

A compiled history is just one source, and in fact, it is not even a primary source. This means that even if sources have been cited in the book, it’s important to locate and review those sources to confirm that you agree that the conclusion is accurate. After all, this is your tree and research now.

Never enter a new ancestor without cited sources. If the book or paperwork names someone, and even provides some specific information about them, your job is to go find the records to prove it. Once you are satisfied you are ready to enter the person and their information into your database, and of course, cite your sources.

A few decades ago, back when I was doing genealogy strictly as a hobby and not professionally, I found an amazing compiled family history on my Wolf family line. It contained thousands of people, was meticulously compiled and full of details, and did not include a single source!

Since the book wasn’t an heirloom or one of a kind, I found it very helpful and simple to make a small pencil tick mark next to each person as I worked on them. I set about painstakingly finding sources for every piece of information that was new or conflicting with what I had. As you can imagine, that’s a very big job. Since time is always at a premium I didn’t research everything, particularly information that was not critical to the identification of the ancestor, or perhaps was about a collateral individual. However, I did not enter anything into my database that was not researched and proven. This means you’ll need a way to keep track of what has not yet been researched. I used a red pencil to place a tick mark next to items yet to be researched about an ancestor. You could also opt to add a column to your spreadsheet to track it and then return to it later.

Did I add everyone listed in the book in my database? Absolutely not! I focused specifically on direct ancestors and included their children. Once I made my way as far back as I could go in the book, I selectively filled in additional people from collateral lines that were of particular interest or closely associated with areas that I wanted to research further. Rest assured there is no right or wrong way to do this. Do what is most important to you in the most accurate and methodical way you can.

Cite your sources every step of the way.

Talk to any experienced genealogist and you’ll probably hear some regrets about not citing their sources when they first began doing genealogy. Source citations are like an insurance policy. It’s not very satisfying to invest in it now when everything is fine, but down the road when trouble arises you’ll be glad you did.

So what kind of trouble are we talking about? No family tree is immune from occasional problems such as:

  • discovering an inconsistency in your family tree
  • uncovering a new source that directly contradicts one of your conclusions
  • being contacted by another researcher who is challenging something you have posted or published about your family tree.

The only way to address these situations is to review the sources you used. And that’s where your source citation comes in mighty handy! They help answer the questions and also prevent timewasting duplication of effort.

If the only source for a particular event is the book, go out and find the original record to verify it is correct, and cite both in your database. 

Learn more about citing your sources by watching my free video Source Citations for Genealogy (episode 60 of Elevenses with Lisa).

How to do Source Citations for Genealogy

Elevenses with Lisa episode 60

What to do when you can’t keep all the genealogy you inherited.

As painful as it is to say, it isn’t always possible to keep all of the genealogical items that come your way. The reality is that shelf and closet space have limits, and our collection can grow unmanageable when added to the research of previous generations.

Start by seeing if you can reduce it. Strive to digitize all items that you want to save that are not originals, heirlooms or not readily available somewhere else.

Need help digitizing? I use Larsen Digital. Click our link and use the discount coupon codes found on the webpage. 

Once digitized and recorded in your database, you can toss them. Recently I went through boxes of photographs I inherited from my paternal grandmother. Many were from the late 1970s and early 1980s when double prints were all the rage. By simply tossing duplicates and low quality photos (such as half of grandma’s hand over the camera lens) I was able to reduce the collection by almost a third!

Donation is also an excellent option. Digitize and take photos of the items and then they can be donated to a library, archive, genealogical society or other organization with an interest in them. Sometimes the shared interest is not as much in the particular families as the locations from which they hailed. One woman told me at a recent seminar that when she asked her local archive about her materials, they were ecstatic. They immediately spotted old buildings in the photos that no longer exist but held an important place in the town’s history. You never know what may be meaningful to others.

The Genealogy Center at the Allen County Public Library in Fort Wayne is an excellent resource for both free digitization and donation. Watch Elevenses with Lisa episode 31 to learn more.

free records at the genealogy center allen county public library

Learn more about donating your genealogy in episode 31.

I recently heard from a Hal Horrocks, a long-time member of the Orange County California Genealogical Society. In 2017 they started a program called Rescue the Research. They strive to preserve the research done by their past members. It’s a great example of making hard-won genealogy research more accessible to others while reducing the burden on closet space.

Donation isn’t for everybody. However, sadly it is sometimes the only option when you don’t have descendants or relatives interested in retaining your research. Don’t despair. Donating your research is bound to elicit a genealogy happy dance from some future genealogist who comes across your research!

You can learn more about protecting, preserving and donating your genealogy research by watching my video class Save Your Research from Destruction (Elevenses with Lisa episode 10, available exclusively as part of Premium Membership.)

Your ancestors and your descendants will thank you.

It’s been famously said that “you can’t take it with you” when you leave this earth.

You can't take inherited genealogy with you

“You can’t take it with you”

By following these strategies and addressing that reality now, there’s one very important thing you will be leaving behind: the legacy of family history. One that avoids burdening the next generation while providing a lasting connection between all of the generations of your family tree.

Resources

Get My Free Genealogy Gems Newsletter – click here.

Bonus Download exclusively for Premium Members: Download the show notes handout. 
Become a Genealogy Gems Premium Member today. 

Genealogy Gems Premium Membership

Click to learn more about Genealogy Gems Premium Membership.

Season Two

The Genealogy Gems Podcast

Episode 21 Show Notes
Genealogy Review Online review of Genealogy Gems, Movie Pick: Full of Life,
FOIA follow up, Thanks for the Memories

Episode 22 Show Notes
Mailbox: Family History Display, Memory Books, Anna-Karin’s Genealogical Podcast,
Turn your iPod into a family history tool.

Episode 23 Show Notes
FOIA Reply, iPod follow up: Photos

Episode 24 Show Notes
NAR Announcement, Genealogy Gems Book, Swedish book recommendations, Genealogy Gems TV tour.

Episode 25 Show Notes
Book announcement, Germany History Videos, Allen County Library Records, N. Utah Genealogy Jamboree, Newspapers at World Vital Records, Newsletter update.

Episode 26 Show Notes
Internet Explorer Favorites Management, The Socks to America Video

Episode 27 Show Notes
Military FOIA, World Vital Records Success, Sharing the podcast with your society, Interview with DearMYRTLE.

Episode 28 Show Notes
Interviewing strangers on the telephone

Episode 29 Show Notes
Interview with Sorenson Molecular Genealogy Foundation

Episode 30 Show Notes
Interview with Ali Selim, director of the film Sweet Land

Episode 31 Show Notes
The Library of Congress, Genealogy for the Next Generation

Episode 32 Show Notes
Freedom of Information Act Followup. Mailbox, Family History Christmas Wreath

Episode 33 Show Notes
History of the Census, The Genealogy Gems News Blog, Kathryn Flocken’s Silhouettes, More Google Gadgets

Episode 34 Show Notes
A Thanksgiving Celebration

Episode 35 Show Notes
Facebook, Funtime.com Genealogy Quizzes, Tapping into the Strengths of Others, Library of Congress Webcasts, Using Juvenile Books, New Access to More British Records

Episode 36 Show Notes
The Book has gone digital, Passport Applications Database, History of Sound Recordings, Lisa’s 10 Golden Rules for making family history sound recordings.

Episode 37 Show Notes
Polycola.com, Family History Expo 2008 Video Premiere, Passport Find, iTunes GET ALL, The History of the Christmas Seal

Episode 38 Show Notes
The Family Tree of Venice

Episode 39 Show Notes
History Podcasts, Heritage Quilts

Episode 40
Show Notes
Everything Old is New Again, Family History Expo 2008, Lisa’s Top 5 Inherited Traits, The Care, Storage and Display of Heritage Quilts

Season Four

The Genealogy Gems Podcast Episodes
2009 Season Four

Scroll to the bottom of each Podcast Show Notes Page and click the episode mp3 file to download the episode for listening.  It will take a minute or two for the episode to download, and it will open in your computer’s audio program (for example: Quicktime or Windows Media Player.)

Episode 61 Listen & Show Notes
A sneak peek at the new website GenSeek with Steve Nickle, President of Familylink.com.  And Part 2 of Lisa’s interview with Darby Hinton where they discuss the Hinton Family History.

Episode 62  Listen & Show Notes
Go Genealogical Channel Surfing:  Part 3 of Lisa’s interview with Darby Hinton about his new TV pilot Hintons Living History.  Hang Ten with Ken Marks, executive producer of the new TV series Legend Seekers.

Episode 63 Listen & Show Notes
Lisa conducts an exclusive interview with Dr. Tukufu Zuberi, star of the hit TV series The History Detectives.

Episode 64  Listen & Show Notes
New Online Newspaper Databases, An answer to a listener’s Family Tree Maker software question, A Gem of an Idea: Online Downloadable Source Citations, Interview with Maureen Taylor, and the History of Casey Jones

Episode 65  Listen & Show Notes
Interview with George Morgan, Mother’s Day, Odometer History

Episode 66  Listen & Show Notes
An Important Anniversary:  D-Day, Upcoming Genealogy Conferences, Genealogy Records Update, Interview with Kathy Meade of Genline.com about new features at the Swedish records website, and Paper of Record at the Google News Archive.

Episode 67  Listen & Show Notes
Jamboree Highlights, News, Interview with Genealogy Blogger Randy Seaver of the Genea-Musings blog

Episode 68  Listen & Show Notes
GenealogyWise, Lisa on the Genealogy Guys Pocast, Paper of Record Update, Interview with Genealogy Blogger Thomas MacEntee, 40th Anniversary of Apollo 11, A Special Collection at the DAR Library, Lisa to Teach Family Tree Magazine Webinar

Episode 69  Listen & Show Notes
The First U.S. Census, Interview with author and genealogist Tony Burroughs, “My Mother Was a Quilter” by Lee Drew,

Episode 70 Listen & Show Notes
Resources for understanding the U.S. Federal Census, Member Connect Tour with David Graham from Ancestry.

Episode 71 Listen & Show Notes
The new Genealogy Gem rhinestone pin, The Mailbox, Member Connect with Ancestry, Part 2, Family History Thoughts with Lee Drew “Choices & Consequences,”

Episode 72  Listen & Show Notes
Civil War Records, The Mailbox, Probate Records with Jana Broglin, Sorting Your Bookmarks Alphabetically in Safari,

Episode 73 Listen & Show Notes
It’s All About You and Genealogy!  New Digitized Newspapers, Premium Episodes.

Episode 73 Video Cast  Show Notes
Genealogy News Segment

Episode 74 Listen & Show Notes
An Amazing Story Featuring the DeadFred Web Site (Interview with Joe Bott)

Episode 75 Listen & Show Notes
The New Free Genealogy Gems Toolbar, The Mailbox, Interview with David Rencher, Head Genealogist at FamilySearch About the Digitization of Records and the Future of FamilySearch.

Episode 76 Listen & Show Notes
News, Mailbox, The 1810 Census, Part 2 of Lisa’s Interview with David Rencher Head Genealogist at FamilySearch.org, the Free Genealogy Gems Toolbar.

Episode 77 Listen & Show Notes
News, Mailbox, Interview with Maureen Taylor “The Photo Detective” about ancestral hairstyles, Family Storytelling During the Holidays.

Episode 78 Listen & Show Notes
News, Mailbox, the New Genealogy Gems Podcast App for iPhone and iTouch, Adoption research, 45 History, and a video of Mona Golabek and the inspiring story of her family.

Episode 79 Listen & Show Notes
This episode is a broadcast of the LIVE Genealogy Gems Podcast presented at the Family History Expo in Mesa, Arizona on January 22, 2010 featuring guests Gena Philibert Ortega, Thomas MacEntee, Bruce Buzbee and Anastasia Tyler.

Episode 80 Listen & Show Notes
Lisa’s special guest is Irene Johnson (you know her from the PBS TV series Ancestors).  She worked at the Family History Library in Salt Lake City for 15 years and gives us her best tips and tricks.

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