10 Questions to Rate Your Readiness for Genealogy Research Success
You will find the complete show notes for the topic discussed in this episode at the Elevenses with Lisa show notes page here.
Are you ready for a year of successful genealogy research? I’ve got 10 important questions you need to ask yourself to rate your readiness for genealogy success this year.
Click below to listen:
Genealogy Gems Premium Members Exclusive Download:
This audio from this episode comes from Elevenses with Lisa episode 39. Log into your membership and then click here to download the handy PDF show notes that compliment this podcast episode.
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.
Get Unlimited Photo Enhancement and Colorization at MyHeritage
Get genealogy records and unlimited Enhanced and Colorized photos as a MyHeritage PremiumPlus or Complete Plan Subscriber. Click here to start a free trial.
Show Notes: When it comes to choosing an online family tree, there are lots of different options. It can be a challenging decision as to where to put yours. In this video and show notes article we’re going to take a look at WikiTree.com. You’ll learn what it is, how you to use it effectively, and how you can use it in conjunction with your own private family tree on your own computer. My guest is Chris Witten, the President and Founder of WikiTree.
Lisa: We are always interested in those websites that are going to help us build out our family tree, and learn more about our family history. WikiTree has been doing that for several years now. Please tell people about what you do at WikiTree.
Chris: WikiTree is completely free. It’s open to everybody. It’s a genealogy community. So, it’s all for collaboration. We’re growing a single-family tree.
We like to say it’s not your tree or my tree, it’s our tree that we all share. A lot of people are familiar with the FamilySearch tree, and it’s somewhat like that. There’s also Genie and a few others around the world that are doing the single family tree idea where everybody collaborates in one environment.
What sets WikiTree apart, I think, is really that we are a community. It’s very much a supportive group. We place a big emphasis on sourcing. So, we’re the most accurate, single-family tree available. And we have a lot of fun.
Is the WikiTree Family Tree Accurate?
Lisa: I know that for many people it makes them happy when they hear that there is an emphasis on sourcing. Of course, if we get connected with a tree that isn’t correct, then we have more problems than we started with. Tell us a little bit more about that. What are the some of the mechanisms on your website that help and facilitate the sourcing of the information that is going into the trees?
Chris: Well, first and foremost, we ask that every piece of information that somebody puts on WikiTree has a source. So even if you’re saying this is from my Aunt Sally, or this is the family tree that was handed down to me, you have to at least say where it came from. And then that gives people a starting point for the collaboration. If somebody else then comes along and says, “Well, you know what, I have different information. What’s your source?” You can then compare and come to a conclusion.
Lisa: That does sound a bit like the FamilySearch tree in terms of it being one tree. Does that create any other challenges? What do people disagree about when it comes to the information that they’re putting on the website?
Chris: Oh, yeah, people disagree all the time. I mean, that’s what happens when human beings get together and try to work together. They will argue and have problems.
Probably one of the most really special things about WikiTree is this culture that we’ve developed over the years, because we’ve been around 14 years. It’s very much community based, like I don’t know, if I mentioned, it’s totally free, free for everybody. And we don’t have any full time employees. This isn’t run by this big team of people. It’s almost entirely volunteer based. The team we have is just part time and they are there to support the community. So there is a whole set of policies and procedures that’s developed over the years from the ground up to work out problems like this.
How Can WikiTree be Free?
Lisa: How did you decide from the beginning that free was going to be the price? And how do you keep the lights on when you do it for free? What’s the model there?
Chris: It has been challenging at times. For the first seven years I did this, and it was a struggle. We quite honestly lost money. But we figured out and had to reach a point where we’re getting enough visitors that we can pay for ourselves with advertising. We now get about a million and a half visitors a month. So, we do have the big advertisers. Like if you come on WikiTree, you’ll see MyHeritage and Ancestry ads, and ads for DNA tests. But if you sign our honor code, and you register as a member, the ads essentially disappear. Members don’t even see ads. And for non-members, the ads they see are not as offensive as what you see in a lot of places out there on the internet. So really, it’s just a balance that we had to reach. And we reached it years ago. So now it’s quite comfortable where the community doesn’t even have to see the ads. It’s all free for everybody.
How to Get Started with WikiTree
Lisa: What do you recommend is the best way to get engaged with the website?
Chris: Yeah, that’s a good question. The biggest complaint about WikiTree is that it can be overwhelming, because it’s a very large community. And it’s evolved over a long time. It’s very elaborate, like, there are just thousands of little corners of WikiTree where you have people collaborating on their Mayflower ancestors over here, and working on translating obscure Latin documents over there. There are also a lot of independent developers who have created tools that work with WikiTree. And so some of those can be a little bit complicated and intimidating. We try to keep it all simple, but we do realize that it can be a bit much for the new user. So, the first thing you do is you just register, just log in, and you get that free Guest account.
What is the WikiTree Honor Code?
If you want to put something on your profile, you upgrade that to what we call a family member account. A lot of us have family member accounts for our family members. So, the third step is to sign that honor code that I mentioned before, and that’s just these 10 basic principles. Things like saying, we cite sources, that’s number one. We collaborate, we work together, we give credit, when credit is due, we respect copyrights, we respect privacy. So, it’s this very simple 10 point Honor Code. Read it in two minutes. And as long as you agree with that, you say yes, and then you move forward to the next step.
How to Get Help with WikiTree
If you want help, it’s there. There’s this really vibrant community in the discussion forum. There’s live online chat or video chats you can do. There are one on one personal mentors you can get. There are training programs in various projects. So you can be as involved as you want to be in whatever areas you want to be involved in. I just recommend taking it one step at a time and trying not to get overwhelmed.
Can I Export WikiTree and Import it into my Genealogy Software?
Lisa: Right. I know many people will have software that they use on their computer that they use to build their family tree. What’s the balance between using your own personally controlled software to build your family and using the collaborative online WikiTree? It sounds like you can benefit from the collective knowledge. Is there a way to export portions of the tree that you want to have in your own database? How do they interact with each other?
Chris: Well, we do have a GEDCOM, and import / export capability. I’m sure a lot of your listeners know what GEDCOM is. It’s a terrific, standardized format developed many years ago by Family Search. So that that standard is almost universal.
Watch and read:All About GEDCOM(interview with Gordon Clarke, FamilySearch’s GEDCOM Developer Relations Manager)
Whatever program you’re using, or website you’re using, will almost certainly allow you to import and export trees in this format. Because it’s a completely collaborative environment where we’re all working together, you can’t simply keep your tree in sync with WikiTree, because that would involve overriding what other people have done really. Like if you could just click a button and import your whole tree that would end up creating these records that would overwrite the collaborative work.
The export is just like it works anywhere else. If you want to download a tree, you can. If you want to upload, you just have to do it one profile at a time. What we do is, you would upload your GEDCOM and it would say, “this it looks like of the thousand people in your tree, 100 seem to already exist on WikiTree.” So take a look at these potential matches.
And by the way, that’s a great way to do a quick search if you want to see if your ancestors are already on WikiTree. So, you get this GED Compare process we call it, and you can look one at a time, left and right side. You know, here’s what’s on WikiTree, here’s what’s in your system. Do you want to move this? Do you want to move that? And then you would cite your sources at the bottom.
WikiTree Search Strategies
Lisa: You mentioned search. When we go to the homepage, we see that we can search. There’s a first name, last name, there’s letters for the last name, we can do surname searches, etc. Does WikiTree support any other kind of searching or search operators? Is there a Search Help page to help us make sure that we’re finding what we want to find?
Chris: Sure. If you go ahead and just try a search on WikiTree.com, you’ll see it right there. If you don’t enter anything, if you just click the search button, you would be taken to the search page that has more advanced options on it and has all kinds of help links. And if you’re looking for somebody, and you can’t find them, or you’re unclear on how to use the search engine, click over to the forumand just ask.
DNA on WikiTree
Lisa: I also noticed that on the homepage, it said something about DNA connections, and people are definitely interested in DNA, and it’s the way it intersects with genealogy. How does that work on WikiTree? What should we be looking for in terms of our DNA tree test connections?
Chris: DNA for us is a way to verify the tree that we’re growing, The basic work always has to be done in the traditional way, right? Like, genealogy has grown in the way we’ve always done it through records. That’s the only way you’re going to get names. But that traditional genealogy research can then be verified, or disproven with DNA. So, that’s what a lot of members do on WikiTree.
We do use DNA, and we facilitate this in some interesting ways that are done nowhere else. For example, on every single profile, every person profile, every ancestor, every cousin, were a DNA test, or more than one DNA test has been taken, which could help verify connections to that ancestor, it’ll show that. It’ll say, Lisa Louise Cooke has taken an Ancestry.com test. And it’s on GedMatch. And Chris witness taken a DNA test that I got from MyHeritage, and it’s also on GedMatch, click here. And you can compare those two. And that’ll take you right to GedMatch, where you can look to see if we match the way that we should. And on that profile on like, let’s say we’re first cousins, and so we share grandparent. It’ll say then that we would expect to share 12% of our DNA. So, if we then go to GedMatch and we don’t share 12% that’s a red flag. Or if we do, that’s a big step to confirmation.
Privacy Controls on WikiTree
Lisa: Finally, I want to ask you about privacy because it mentions privacy on your site as well. I know that’s on the forefront of people’s minds. What kind of privacy controls can people expect a WikiTree?
Chris: We take privacy really seriously. To me, and especially to the non-genealogist family members, if you can’t connect living people to the tree, it loses a lot of its family history and a lot of its interest. So, we need to be able to connect living people. And we want to include family photos. Photos of living people. But if you’re doing that, you need privacy controls.
Profiles have seven different levels. And you have some options for customizing. If you have somebody who is not a WikiTree member, but they’re living, they have to be unlisted. We have this privacy level called unlisted. That essentially means that their information cannot be found on WikiTree, except by you and your family members that you specifically put on what we call the trusted list. And then we have four different levels of private, but with a public biography. Private but with a public tree. And so, these are all levels that you can choose.
If you’re a member, there’s privacy around your own profile. And then for every non-living person, the recently deceased can be private but once somebody was born 100 years ago or died 100 years ago born 150 years ago, they have to be fully open. They have to be fully collaborative. So, every profile has those seven privacy levels. You have a fair amount of control on your modern family history about what’s private and what isn’t. But then for the sake of collaboration, the deeper ancestry is meant to be broad collaboration, because that’s really what WikiTree is all about.
How to Get the Most Out of WikiTree
Lisa: I can’t let you go without asking you, what is your best advice for us as we make the most out of using the website?
Chris: Just come try it. It’s free. You have nothing to lose. And there’s a community of people to support you.
Lisa: Sounds like folks are going to find other friendly genealogists who have the same interest in family history as we do. That’s a nice place to be. Chris Witten, thank you so much for joining us here today. I appreciate it.
I’d love to hear from you. Have you used WikiTree? Do you have a success story? Do you have a problem story? We’d love to learn from each other. So head down to the comments below and leave us a comment and let us know what your experience with WikiTree.com is.
Need to contact distant relatives? Got cold feet? Follow these steps and you’ll warm right up–and hopefully, so will those you contact!
Today, online trees, social media, and email make it easier than ever to find relatives you don’t know well (or at all). And there are SO many reasons to contact them: to collaborate on research, swap photos or stories, or even request a DNA sample.
In these cases, you may need to make what salespeople refer to as a “cold call,” or an unexpected contact to someone you don’t know. I’ve done it successfully many times myself, so I can tell you this: it does get easier. Follow these steps to make it a smoother experience.
1. Identify the person you want to call. Common ways to identify a new relative include:
Another relative tells you about them
Family artifact, such as an old greeting card, address book, captioned photograph, letter, etc.
On a genealogy message board
In an online family tree (with enough information showing to identify them)
As the author of a book, article, or blog post with information about your family
2. Locate the person’s phone number, address, and/or email address.
Here are some great websites for locating people you don’t know, or at least learning more about them (as you can on LinkedIn):
TIP: When looking through a geographically-based directory, 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.
3. Prepare ahead for making the call. Every tough job gets just a little easier when you do your homework first!
Take into account a possible difference in time zones.
Choose a time when you are not too rushed
Set yourself up in a quiet place, where there will be minimal background noise or disruptions
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. Adopt a positive mindset. It’s natural to feel some apprehension when calling someone you don’t know. Before you pick up the phone, give yourself a little pep talk. 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!” Be positive and remember, all they can do is say, “No thank you.”
5. Introduce yourself. Give your first and last name and tell them the town and state where you live. Then tell them the family connection that you share. Tell them who referred them to you or how you located them. Cover these basics 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 or caught off-guard, offer to mail them information and call back once they’ve had a chance to look at it. That way they can get their bearings, too.
7. Do these things during the call:
Take notes: try a headset or use speakerphone, which will help to free up your hands for writing.
Ask for new information and confirm what you already have.
If you have a way to record the call, then you won’t have to take notes and you can focus all your attention on the conversation. You can then transcribe the recording later. However, in some places, it’s illegal to record a conversation without telling them first and/or getting a person’s permission (not to mention discourteous). It can be very off-putting to start the first call by asking if you can record them. So, establish a connection first, make your request to record, and then press the record button.
8. Leave a detailed voice mail message if there’s no answer. State your name clearly, 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. These days many people are more comfortable with email for the first contact.
9. Ask questions like these:
“Do you or anyone else in the family have any old family photographs or a family Bible that I could arrange to get copies of? (Reassure them that you are happy to pay for copies and shipping.)
“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? What is your preferred method of contact?”
10. Wrap up the call. Offer to give them your address, phone number, and email address. Ask for their mailing address and email address. Repeat or state your desire to share information you have, and tell them how you’ll send it. Let them know you would be pleased to hear from them if they come across any other information, pictures, etc.
11. Document the call. Keep track in your genealogy database of each time you call someone and the outcome (“left a message” or summary of conversation). Having a log of calls and voice mail messages you’ve left will help you know when it’s time to follow-up with whom—and who wasn’t so interested in chatting again.
After a conversation, 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 the conversation. Make notes regarding any items you think may be questionable to remind you to go back and do more research on those points. 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. Cite the conversation as the source of the information.
Remember to respect the privacy of those who prefer to remain “off-the-record” by not naming them in sources you post on public online trees.
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 goal. 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.
Cold Calling:
“The call is not the end goal.”
Lisa Louise Cooke
14. Follow up. Send the person a written thank-you note or email. Remind them of your willingness to share your information, and acknowledge any willingness they expressed to share theirs (restate your willingness to help with copying expenses, postage etc. and consider including a few dollars). 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. Try this service: Birthday Alarm. If you don’t know their birthday but do have an address or email, send a greeting card for the next major holiday or on your shared ancestor’s anniversary or birth date. It’s another way of keeping the connection alive and expressing that you really do appreciate their help.
Occasionally make a follow-up call. See how they are doing, share any new family items you’ve come across recently, and ask whether they have they heard or found anything else.
Resource: Genealogy Gems Premium Members can learn strategies for finding living relatives with their exclusive access to my video class, “Unleash your Inner Private Eye to Find Living Relatives.” Class includes:
a handout summarizing 9 strategies and resources
a resource guide for online public records (U.S.)
a downloadable Living Relatives worksheet you can print (or open in Word) that will help you capture and organize what you learn about them
Click here to learn more about Genealogy Gems Premium website membership.
SHOW NOTES: In our first segment, Lisa Louise Cooke and her guest Jenny Ashcraft from Newspapers.com discuss how to use newspapers to fill in the missing stories in your ancestors’ lives. Jenny shares strategic tips on finding unique information many researchers miss.
In the second segment of this episode, Shannon Combs-Bennett, the author of the article A Genealogist’s Guide to Finding and Using Historical Obituaries published in Family Tree Magazine, covers everything you need to know about obituaries including:
the important backstory on obituaries,
what obituaries can tell you about your ancestors,
where you can find obituaries, both online and offline,
and strategies you can use when obituaries aren’t where you expected to find them.
Listen to the Podcast Episode
Click the media player below to listen now (AUDIO ONLY):
Show Notes and Videos
Watch the video version and read the show notes articles for these interviews:
Click to learn more about Genealogy Gems Premium Membership.
Genealogy Gems Podcast App
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.
Here are some great websites for locating people you don’t know, or at least learning more about them (as you can on LinkedIn):
7. Do these things during the call:
This is a must. Do it right away while it’s on your mind. Cite the conversation as the source of the information.
