Planting Your Master Genealogy Family Tree

In this post I’m going to answer common questions about the best strategy for creating and maintaining your family tree data. 

master family tree

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 AncestryMyHeritageFindmypast, 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:

  1. It is owned and controlled by you.
  2. It is the final say on what you currently know about your family tree.
  3. It is protected with online backup to ensure it is safe.
master family tree

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. 

About the Author

Lisa Louise Cooke is the Producer and Host of the Genealogy Gems Podcast, an online genealogy audio show and app. She is the author of the books The Genealogist’s Google Toolbox, Mobile Genealogy, How to Find Your Family History in Newspapers, and the Google Earth for Genealogy video series, an international keynote speaker, and producer of the Family Tree Magazine Podcast.

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!

Genealogy Gems Podcast Episode 240 Evidence & Proof, Organization and DNA

The Genealogy Gems Podcast is the leading genealogy and family history show. Launched in 2007, the show is hosted by genealogy author, keynote presenter, and video producer Lisa Louise Cooke. The podcast features genealogy news, interviews, stories and how-to instruction. It can be found in all major podcasting directories, or download the exclusive Genealogy Gems Podcast app to listen to all the episodes and receive bonus content.

Click below to listen to this episode:

Podcast host: Lisa Louise Cooke
April 2020
Download the episode mp3

In this episode, you’ll hear from genealogy experts on genealogical evidence & Proof, DNA, and organization. 

Elevenses with Lisa Update

The live Elevenses with Lisa show is now a monthly show, typically on the 1st Thursday of the month. We announce the live show the week prior in the Genealogy Gems email newsletter. The date and time will be announced and there will be a red “click here” button that takes you to the “Show Notes” webpage for the show. On that page, you can watch the live show and get the downloadable cheat sheet notes. You can also click “watch on YouTube” in the media player and that will take you to the video on YouTube where you can participate in the chat during the live show. After the live show, the show is available as a video replay to watch at your convenience. You can find all past shows by clicking VIDEO in the menu on our website homepage. Videos are organized by topic. Also, anytime you want to see what the most recent content we’ve published, just click LEARN in the menu on our website. You will then see all of our videos and podcasts starting with the most recently published, and going back in time. So if you want to find something quickly that was done fairly recently, just click LEARN. 
 
Elevenses with lisa genealogy youtube show

Watch Elevenses with Lisa

What’s even better than listening to a genealogy podcast? Watching and listening to a genealogy online show!

The free podcast is sponsored by MyHeritage:

 

Backblaze lisa louise cookeDon’t leave your precious computer files at risk.
Back up your computer with the Cloud back up Lisa uses.

Visit www.backblaze.com/Lisa

 

 

GEM: Organization with Lisa Lisson

  • Organization: It’s not a project, it’s a system.
  • Be consistent.
  • Organize throughout your research day.
  • Use a research plan every single time.
  • Use workflows.
Lisa Lisson and Lisa Louise Cooke at RootsTech 2020

Lisa Lisson and Lisa Louise Cooke at RootsTech 2020

Lisa Louise Cooke’s Tip:

  • Put the year in the file name first. It automatically puts your files in chronological order. (Genealogy Gems Premium Members can learn how to implement Lisa’s entire computer filing system by watching the Premium videos Hard Drive Organization Parts 1 & 2.)
  • Always try to only touch a piece of paper once. Make a conscious decision what to do with it and do it: Work with it right now, File it, or throw it away. Don’t just move it around your desk.

Order your copy of Lisa Lisson’s Genealogy Planner at https://lisalisson.com/planner.  

Are You My Cousin? by Lisa Lisson Planner

The free podcast is sponsored by:

Rootsmagic

Lisa Louise Cooke uses and recommends RootsMagic family history software. Visit www.RootsMagic.com

GEM: DNA Q&A with Andrew Lee

Interview with Andrew Lee, author of the book DNA Q&A. Click here to order the book.

DNA Q&A by Andrew Lee

Andrew Lee and Lisa Louise Cooke with a lucky winner at RootsTech 2020

Andrew Lee and Lisa Louise Cooke with a lucky winner at RootsTech 2020

GEM: Evidence & Proof with Kate Eakman

Kate Eakman Legacy Tree GenealogistsThe Genealogical Proof Standard tells us that we need to conduct reasonably exhaustive research in order for our work to be credible. If you’ve ever wondered just what constitutes “reasonable” (and if your family tree is up to snuff) my guest author Kate Eakman, professional genealogist at Legacy Tree Genealogists, has answers.  

Read Kate’s article Genealogical Evidence and Proof: How to know if you’ve compiled enough evidence at the Genealogy Gems blog.

45 Minute Online Genealogy Consultations: Sometimes the wrong evidence or assumptions can push us into a brick wall. A fresh set of expert eyes can help you identify the problem and recommend the sources you need to pursue in order to compile trustworthy evidence.

If you are looking for some assistance in your genealogical research, Legacy Tree Genealogists can help. Our affordable ($100 USD)  Genealogist-on-DemandTM Virtual Consultation service provides you with the opportunity for a 45 minute one-on-one discussion of your research with one of our expert genealogists. We can help guide you in evaluating evidence and determining research strategies to move forward with your research confidently. 

 

 

The Genealogist’s Google Toolbox , 3rd Edition

By Lisa Louise Cooke

  • Fully Updated and Revised!
  • Brand New Chapters
  • Featuring Lisa Louise Cooke’s Google Search Methodology for 2020

A lot has changed and it’s time to update your search strategy for genealogy!

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Click to order your copy of “The Genealogist’s Google Toolbox, Third edition” by Lisa Louise Cooke

Discover the answers to your family history mysteries using the newest cutting-edge Google search strategies. A comprehensive resource for the best Google tools, this easy-to-follow book provides the how-to information you need in plain English.

This book features:

  • Step-by-step clear instructions
  • quick reference pages.
  • Strategies for searching faster and achieving better results.
  • How to use exciting new tools like Google Photos and Google Earth.

Visit the Genealogy Gems Store here to order your copy.

Read our latest articles at Genealogy Gems:

 

Please Help Us by Taking the 1 Minute Genealogy Gems Survey

Please help us create the best podcast for you by taking this very short survey.

Follow Lisa and Genealogy Gems on Social Media:

Instagram: Follow me here.

Facebook: “Like” the Genealogy Gems Podcast page here.

Pinterest: Follow me here.

Genealogy Gems YouTube Channel – Subscribe here and click the bell notification icon.

subscribe to our YouTube channel notifications

Genealogy Gems YouTube Channel: click Subscribe and then click the Notification bell icon.

 

 

Stay Up to Date with the Genealogy Gems Newsletter

Click here to sign up today for the free Genealogy Gems email newsletter.

 

Download the Show Notes

Download the Show Notes PDF

Pin It on Pinterest

MENU