As Family Tree Maker software nears the end of its product lifecycle, many may wonder how far past the “expiration date” they should use it. Here’s my take.
Ancestry.com recently announced that they will stop supporting Family Tree Maker, the popular desktop software that syncs with Ancestry.com trees online. Sales will end on December 31, 2015. Product support and major fixes for current users will end a year later. (Click here for full details.)
This means the clock is ticking for Family Tree Maker users to decide where to put their family trees. Or is it? Can you continue to use software after it’s officially “expired?” For how long? What risks do you take if you do?
Consider the “Best If Used By” dates we see on the food products we buy. There is currently still some life in this product, and will be for a year after they stop selling it. According to Ancestry, during 2016 “all features of the software, including TreeSync™, will continue to work, and Member Services will be available to assist with user questions. We will also address major software bugs that may occur, as well as compatibility updates.” So technically, the “Best if Used By” date is the end of 2016. But then what?
What Happens with Family Tree Maker after 2016?
The software will still function on your computer. But it won’t sync to your Ancestry online tree anymore, and there will be no upgrades to make it compatible with future computer hardware or software. So eventually, you’ll need to transfer everything out of Family Tree Maker software anyway to be able to keep up with evolving technology. That’s what happened to me with my first favorite genealogy software. When it was discontinued, I hung on to it for a long time, and honestly, I had no problem.
Eventually, however, the old software was no longer fully compatible with new operating systems and I had to upgrade. I took a risk in continuing to enter information into an obsolete system–and wouldn’t take it again in retrospect. When it finally did come time to transfer, I was gambling with whether my system had gotten so far behind the times that it would be too difficult or even impossible to transfer everything. (Think how much our data transfer technology has changed in recent years: from floppy disks, CD-ROMs, CDs and DVDs to flash drives and now cloud-based transfers.) And I also ran the risk that there might be license limitations to how many computers my old software could be loaded onto.
Our genealogy software contains thousands of pieces of linked pieces of data: names, dates, relationships, source citation information, digitized photos and documents and more. This is not something we could easily re-create and I for one would not want to have to redo all that research (or even just key it in). Even if GEDCOM files continue as a universal file type for genealogy software, the ability to export every piece of information exactly as you want it in GEDCOMs is not guaranteed. For example, consider that when you download a tree from Ancestry, according to their customer support pages,”Any pictures, charts, books, views, or similar items found in the original file will not be included in the [downloaded] GEDCOM. Vital information, notes, and sources are usually retained after conversion.”
Why continue to load your Family Tree Maker software with data you might not be able to fully retrieve when you want to?
If you’re a Family Tree Maker user, I’m not saying you should panic. You have time to do your homework and carefully consider the best next step for you. You could start using new family history software with a reliable cloud-based back-up service for your computer, so your files are fully protected. You could migrate to another cloud-and-software-sync model over at MyHeritage (their desktop software is free). Click here to read more about those options and see current offers by RootsMagic and MyHeritage.com for Family Tree Maker users.
Bottom line: “Best if Used By” usually indicates that the sooner you finish consuming a product and move on, the healthier and better your experience will be. That is an applicable analogy for Family Tree Maker users. Research your options and move on to another product so your family tree will continue to grow and be healthy!
More Gems for Family Tree Maker Users
Here at Genealogy Gems we care about you and your data. Here are more resources for you:
Early American Ancestors Research Elevenses with Lisa Episode 33
Lindsay Fulton, VP New England Historic Genealogical Society (NEHGS)
In this episode we head back to 17th century New England with Lindsay Fulton of the New England Historic Genealogical Society and AmericanAncestors.org
Lindsay Fulton is with American Ancestors and New England Historic Genealogical Society where leads the Research and Library Services team as Vice President. She is a frequent contributor to the NEHGS blog and was featured in the Emmy-Winning Program: Finding your Roots: The Seedlings, a web series inspired by the popular PBS series “Finding Your Roots.”
Watch the video and follow along with the show notes below as we cover how to get started researching our early American ancestors. Lindsay will also provide her top genealogical resources.
Getting Started with Colonial-Era Research
During this period of American history, New England includes:
Connecticut
Maine
Massachusetts
New Hampshire
Rhode Island
Vermont
To get started in Colonial-Era genealogical research, Lindsay says the first thing you need to do is put your ancestors into an historical context:
When did they arrive in New England?
Where did they migrate to?
Significant dates and events at this time include:
The Mayflower’s arrival in 1620
The Great Migration: 1620-1640, with the peak years between 1633 and 1638.
The Civil War in England, which slowed migration.
Turn to the book The Expansion of New England, The spread of New England Settlement and Institutions to the Mississippi Rover 1620-1865 by L. K. Mathews. Published in 1909 this important book includes 30 to 40 historical maps.
More Resources for 17th Century American Genealogy Research
Book: Genealogists Handbook for New England Research, 5th Edition. Edited by Michael J. Leclerc. This book includes important detailed information on towns, cities, and states. It will help you determine where to look for records during a given timeframe.
Resources at the American Ancestors website
AmericanAncestors.org > Town Guides (Free)
AmericanAncestors.org/town-guides/ for New England
Early New England Finding Aids
Finding Aids provide a comprehensive list of all the available records for a person / family.
The first place to look for people settling in New England prior to 1700: New England Marriages Prior to 1700 by Clarence Almon Torrey. This book includes scholarship prior to 1962. Learn more about it here.
The next place to look: Founders of Early American Families by Meredith Colkert. Scholarship goes a little further than 1962 and ventures beyond New England. This book covers 1607-1657.
The next place to look: New Englanders in the 1600s, A Guide to Genealogical Research Published Between 1980 and 2010 by Martin E. Hollick. At the beginning of the book there is a key to all of the original sources. For example, TAG refers to The American Genealogist.
From Lindsay: “The thing about 17th century research, like a said at the beginning, the most studied people on the planet. So, don’t reinvent the wheel, don’t drive yourself crazy trying to find all of this information on your own. You have to stand on the shoulders of those who have come before you. There are all of these people who have done all this research before. Please look at first. Always look at with a little bit of hesitation because there’s always possibilities that mistakes were made. But at least take a peek at what’s already been done first!”
Colonial-Era Study Projects
The first example that Lindsay provided of a study project for early American ancestors is the Great Migration Study Project (searchable online database at AmericanAncestors.org)
Directed by Robert Charles Anderson, FASG
Started in 1988
Genealogical and biographical sketch for immigrants to New England from 1620 to 1640
Fourteen published volumes
Newsletter (bound versions available)
Tours and other educational programs
Searchable online databases
Published Volumes:
The Great Migration Directory, Immigrants to New England, 1620-1640
The Great Migration Begins: Immigrants to New England 1620-1633 (3 vols.)
The Great Migration: Immigrants to New England 1634-1635 (7 vols.)
The Pilgrim Migration: Immigrants to Plymouth Colony 1620-1633
The Winthrop Fleet: Massachusetts Bay Company Immigrants to New England 1629-1630
The Great Migration Newsletter, vols. 1-20
The Mayflower Migration: Immigrants to Plymouth, 1620
Those who are included in the study project:
If person appeared in a record
Direct or indirect implication of arrival
Appearance of an immediate family of a person known to have arrived
Genealogical and biographical sketch for those who married in New England from 1641 to 1700
Grouped by year of marriage
Two published volumes
Searchable online database
New sketches posted online
Who is included:
Using Clarence Almon Torrey’s New England Marriages Prior to 1700 as guide
Anyone who married in New England in this time period and included in Torrey
Compiled New England Genealogies
There are millions of compiled genealogies available for early American ancestors. Lindsay discussed three publications (available in book form) that are state specific:
Pioneers of Massachusetts 1620-1650 one of many book by Charles Henry Pope
New England Historical and Genealogical Register (published since 1847)
New York Biographical & Genealogical Record
The Mayflower Descendant
The American Genealogist
and more!
These can be searched on AmericanAncestors.org: Database Search > Select the Category Journals and Periodicals, and then scroll through all of the available items. They are fully searchable. You will be able to see the actual record. You can download and print the items.
Mayflower Research Resources
The Silver books and the Pink books done by the General Society of Mayflower Descendants. It’s looking at those passengers with known descendants. These are only available currently in book form. If you are interested in applying to the Mayflower Society, they accept these as original records. You can cite the pages. (Learn more about Mayflower related resources at American Ancestors.)
Mayflower Families 5th Gen. Desc.
Available at AmericanAncestors.org
Index of all the 5th Generation descendants,
their spouses and children
If you click Mayflower Families Fifth Generation Descendants, 1700-1880, it will take you to a search page where you can search by names and years, or search by volumes. It will bring up all of the available records.
General Society of Mayflower Descendants (GSMD) Membership Applications, 1620-1920
New – available soon. Only on AmericanAncestors.org
Contains all Mayflower Society Applications for applicants born before 1920. Approximately ~30,000 applications
All data indexed for each generation
Available to: American Ancestors & NEHGS Members, FamilySearch Affiliate members, and GSMD Members.
New England Genealogy Records
When doing New England genealogy research look for the following records:
Vital Records
Church Records
Cemetery Records
Probate Records Court Records
Town Records
Military Records
Notarial Records
Usually you’ll be looking at the town level. This is why you must know where your ancestors were living, and what the place was called at that time, and what the borders were.
Be sure to check out 17th-Century New England Research page at the American Ancestors website for more New England tips, tricks and strategies.
Answers to Questions about Early America Genealogy Research
You can schedule a consultation with an expert genealogist on staff at NEHGS.
Length: 30 minutes to 2 hours
Conducted over Zoom or over the phone. A recording is provided.
Contact: research@nehgs.org
Fee: $85 (members) or $105 (non-member)
More on Using the American Ancestors Website
Premium Podcast episode 177 (Genealogy Gems Premium Membership is required.) In this episode we explore the New England Historic Genealogical Society’s American Ancestors website with Claire Vail, Director of Creative and Digital Strategy for the New England Historic Genealogical Society.
Answers to Your Live Chat Questions About Colonial American Genealogy
One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.
From Susan W: Is there a source for Rhode Island? (I’m not sure if she was thinking about one particular resource you mentioned or generally. Perhaps she just needs a RI finding aid?) From Lindsay: Yes! American Ancestors-NEHGS has a fantastic guide to Rhode Island research, which you can access with a free guest membership here.
From Cindy A: What percentage of the items you showed would require a paid membership? From Lindsay: The majority of the databases shown are included as a benefit of membership with American Ancestors-NEHGS, but if you are interested in Colonial American genealogy, you should consider membership. We have hundreds of databases that will help you to discover more about your 17th and 18th Century ancestry. You can learn more about these databases (and books in the library) with a free guest membership.
From Sue M: What resource was Nathan Snow in. He’s related to my BATES family. From Lindsay: Nathan Snow was included in the American Ancestors-NEHGS database, Mayflower Families Fifth Generation Descendants, 1700-1880. This database supports the following searchable fields: First and last name, Year, Record type, Location, Family member names: Spouse, Mother and Father (where available), Keyword – for names in the lineage text of direct descendants.
From Kathy M: Excellent. Can you comment on both land inheritance (i.e. did it follow English primogeniture) and on best sources for finding 1600 female ancestors’ family names. From Lindsay: Alicia Crane Williams wrote a blog post about this entitled, Probate records: Part One, where she states, “for the most part, a testator could leave anything to anyone, unless they were dealing with colonies such as Virginia that followed the laws of primogeniture where all real estate was left to the oldest son. This did not apply in New England, although it was customary to follow the legal model of giving a double share to the oldest son. A legitimate heir who was left out of a will could potentially contest it in court, thus the bequests of one pound or one dollar to cover any claim that someone had been accidentally forgotten.” For more information about land inheritance in New England (and the U.S.), you should examine Wade Hone’s Land & Property Research in the United States. It is an excellent deep-dive into land records. As for female ancestors’ family names in the 1600s, I would recommend examining Torrey’s New England Marriages and Hollick’s New Englanders in the 1600s. Those are the two best places to start your search for the ladies in your family (I covered these in the episode too).
From Louann H: Suggestions for time period 1660-1776? From Lindsay: Many of the resources discussed during the presentation covered the 17th century, and would be your best bet for resources for 1660-1700. You can learn more about these databases (and books in the library) with a free guest membership. After 1700, there are few compiled resources similar to the Great Migration Study Project; however, you could start with a search of the American Ancestors-NEHGS Library catalog. We have thousands of published genealogies that may cover your family history in the first half of the 18th Century.
From Jane C: This has been wonderful, doing Mayflower research. What are Notarial Records? From Lindsay: Notarial records are a private agreement written by a notary in the form of a contract. Some of the most common ones are marriage contracts, wills, estate inventories, leases, and sales contracts. While they were not common record keeping practices in New England and New York, notarial records were plentiful in Quebec. You can learn more about them by watching our free webinar called Navigating Notarial Records in Quebec.
News You Can Use: Google Photos Update
Google Photos is currently the home of more than 4 trillion photos and videos of users around the world. According to Google, 29 billion new photos and videos are uploaded every week. They just announced that starting June 1, 20201 “all new photos and videos backed up in High Quality will count toward the free 15 GB of storage that comes with your Google account or any additional storage you may have purchased, the same way other Google services like Google Drive and Gmail already do.”
In that episode we discuss that “High Quality” is the slightly compressed version of images and videos and “Original” quality are full size, uncompressed images and videos. In the past you could upload “High Quality” for free.
All “High Quality” content uploaded before June 1, 2021 is exempt from counting against your storage. On that date they plan to launch a new storage management tool that they say will help you easily identify items you’re currently storing that you may want to remove if they are low quality or otherwise unwanted. This will help you reduce the amount of storage you use.
If you don’t want to pay for additional storage, here are some tips:
Use Google Photos as a tool for specific projects rather than a complete storage system.
Turn off auto-sync of your photos from your phone and other devices.
Carefully select and manually add images and videos.
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!
Frequently Asked Questions About the Free Podcast What’s the Genealogy Gems Podcast about?My goal is to provide folks who are researching their family history with nuggets of inspiration and innovation to help them get the most of out their research time. Episodes...
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