In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”
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 Resourcessection 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.
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 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).
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.
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 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.
This episode celebrates the most recent family history there is: our own. A chat between host and producer Lisa Louise Cook and Gems editor Sunny Morton explores the meaning and memories behind heirlooms hanging in Lisa’s bedroom. They comment on the larger value, for self and others, of recording our own memories in honor of Sunny’s new book, Story of My Life: A Workbook for Preserving Your Legacy.
Also in this episode:
A spotlight on new marriage records online for the U.S. and around the world.
Lisa walks a listener through several tips for learning more about her immigrant ancestors (a mother and daughter). Lisa shows how to use today’s technology tools to help with traditional research skills such as locating passenger lists, immigrant society records and naturalization.
Your DNA Guide Diahan Southard talks about organizing your DNA matches so you can get the most out of them.
Genealogy Gems Book Club featured author and Victorian lifestyle expert Sarah Chrisman describes what it’s like in her home–which doesn’t use electricity–as the days grow shorter and the darkness comes earlier.
NEW RECORDS ONLINE: Marriage Records
New York City Marriages: a new index to more than 3 million marriage licenses for recent New York City marriages (1950-1995)
Free FamilySearch marriage record collections recently added or updated include:
Learn more about marriage record research: Listen to Using Marriage Records in Family History: Episode 24 in Lisa Louise Cooke’s free step-by-step podcast, Genealogy: Family History Made Easy.
BONUS CONTENT for Genealogy Gems App Users: Finding Copies of Images Online with Google on Your Mobile Device
If you’re listening through the Genealogy Gems app, your bonus content for this episode is an exclusive step-by-step tutorial PDF that shows you how to use your mobile device and Google to locate copies of images online. Remember, the Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.
MAILBOX: Finding a Female Immigrant Ancestor
Question from Jo: “I have been fortunate to find information about most of my great-grandparents. I have hit a wall with my maternal great grandmother who immigrated from Switzerland to the US in the 1880s when she was 8 years old. I was hoping that by upgrading to International records on Ancestry that I could find the ship and where she and her mother came from. The curious thing for me is that she and her mother traveled solo to the US and went to Cincinnati, Ohio. I’ve been to Cincinnati and have searched there and have found directories with addresses but no profession is listed like other people. I didn’t find any ship records either. Where might you suggest that I look or search to find more information?”
Tips for searching passenger arrival lists:
Consider what ports would have been the most logical point of arrival for an immigrant ancestor based on the time period and the U.S. location in which you find them. Cincinnati, Ohio, was reachable by rail by the 1880s from major ports, as well as by water via the Mississippi River for southern ports, so that doesn’t narrow things down much. According to an Ancestry.com article, more than 80% of immigrants arrived at the Port of New York by the 1890s, so Jo might scrutinize those New York passenger arrival lists for the 1880s again.
For “deeper” searching at Ancestry.com or other sites with powerful, flexible search interfaces: do a “nameless search” (without any name) for girls around age 8 for arrivals in particular years. Try additional searches with various combinations of name, place of origin (Switzerland) or “Swiss” in the keyword field, which will bring up that word in the ethnicity or nationality column. That column doesn’t have its own search field in Ancestry.com but it is indexed, so use the keyword field to search it.
Research Swiss immigration to Cincinnati during that time period. Who was coming, why they were coming and where they were coming from? Click here for free tips about researching historical questions such as these.
Tips for researching records of immigrant societies:
In the U.S., the time between an immigrant’s arrival and naturalization is often documented in records of ethnic organizations such as fraternal benefit societies, immigrant aid and colonization societies. These kinds of community groups often existed in cities and towns where specific immigrant groups had a strong presence.
Become an expert Google searcher (for genealogy and everything else you want to find online) with The Genealogist’s Google Toolbox, 2nd edition, by Lisa Louise Cooke. Or click here to get started with basic Google search strategies you can use now.
Tips for researching naturalizations:
Naturalization records from that time period won’t reliably tell you where an ancestor was from. But they’re still worth looking for, especially if census or other records indicated that the person naturalized.
When looking for women’s and children’s naturalization records, remember that during this time period, they automatically became naturalized if their husband or father did, so individual records for married women and minor children won’t exist under their own names. But a woman could apply on her own, too. Click here to read a free article on women’s naturalizations.
Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. In the works: RootsMagic will be fully integrated with Ancestry.com, too: you’ll be able to sync your RootsMagic trees with your Ancestry.com trees and search records on the site.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/Lisa.
INTERVIEW: Sunny Morton on recording your own life stories
“Some people about writing their life stories like I do about going to the gym. I put off going, but once I do I remember how much I enjoy it?and how much good it does me.” -Sunny
Story of My Life: A Workbook for Preserving Your Legacy available as a writeable PDF ebook or as a full-sized softcover workbook
Featured Genealogy Gems Book Club author Sarah Chrisman describes what it’s like when the days get shorter and the darkness comes early?in a house without electricity.
Legacy Tree Genealogists provides expert genealogy research service that works with your research goals, budget and schedule. The Legacy Tree Discovery package offers 3.5 hours of preliminary analysis and research recommendations: a great choice if you’ve hit a brick wall in your research and could use some expert guidance. Click here to learn more.
GENEALOGY GEMS EXCLUSIVE OFFER: Go to www.legacytree.com/genealogygems and use coupon code SAVE100 with your purchase of research services.
Parents spend a good portion of their parenting time ferreting out the real story from their children. One time when Henry was in Kindergarten he was playing outside with another little boy. I was in and out of the house watching him and checking on other things. Hours later I noticed that his bike had been spray-painted black. When confronted, he claimed he had no idea how such a thing could have happened. Unfortunately, I jumped to conclusions and blamed the other kid (you have to give me credit, at six Henry was such a good boy and had such an angelic face with his blue blue eyes and blonde blonde hair). But as I was on the phone with my husband telling him about the issue I looked over at Henry and I saw it- that guilty look and my stomach sank, recalling the things I had said to the other boy’s mom. “I’ll have to call you back,” I told my husband.
As genealogists, we spend our time trying to ferret out the real story from our ancestors, or at least from the records they left behind, because they’re not sitting in front of us with guilty looks on their faces. We are constantly checking family stories against, say, the information on a census record, then comparing it to the family will, then making sure it all agrees with what’s in the military records. And even if we have total agreement, which isn’t always, more information often comes along, like in the form of DNA testing, and we may find even more apparent discrepancies.
I recently read an article in the Wall Street Journal about a reporter, Cameron McWhirter, who talks about finding just that kind of discrepancy between his family lore and his DNA. He even goes so far as to say, “I am descended, at least partially, from liars.” And he makes the point that “many immigrants reinvented themselves when they arrived here (the United States),” which could be a nice way of saying they had a chance to INVENT a new legacy, not just reinvent it. His assessments are certainly interesting, and worth reviewing, to help us see how DNA testing can affect the way we look at family stories and traditional research results.
McWhirter may be the classic modern genealogist, never having set foot inside a courthouse or scanned through microfiche, relying instead entirely, he reports, on internet research. Now before you roll your eyes, just stop for a minute and appreciate how exciting this is. Here is a man who never gave his family history a second thought, yet because of the death of his parents started to tinker around a bit, and then due to the large volume of information online “was quickly pulled into the obsessive world of modern genealogical research.” I say, score one for the genealogy world!
What he found was that while his dad was proudly and solidly a self-proclaimed Scot, the records and DNA revealed his heritage was actually from Ireland and eastern Europe. McWhirter says that his “father hated Notre Dame, but judging by my results he could have been one-quarter to one-half Irish. He spoke dismissively of people from Eastern Europe, but part of his genetic code likely came from that region.”
McWhirter’s evaluation of his genetic report includes only his ethnicity results, which as you can hear, were meaningful to him in the way they flew in the face of his father’s prejudices and assertions of his own identity. But the ethnicity results fall short of the point of testing for most genealogists. He might even more powerfully transform his sense of family identity if he took a look at his match list and saw an actual living cousin, for example, a third cousin perhaps who was also descended from his German great-grandmother, who maybe never mentioned that she was also Jewish.
Connecting with other cousins who also have paper trails to our ancestors serves to provide further confidence that we have put all of the pieces together and honored the right ancestor with a spot on our pedigree chart. It’s like we multiply our own research efforts by finding more people like us?literally?who are descended from the same people and interested in finding them. As long as they’re as diligent in their research as we are, of course.
At a recent conference I met a 5th cousin. Even with a connection that distant it was exciting, and it made we want to look again at our connecting ancestors and pause for just a minute to marvel how my DNA verified my paper trail back to them, and that part of them was around, in me, and in my new cousin. To me, THAT’s a bigger picture I want to see?when the paper trail comes together with the DNA trail and turns into real live cousins, even if they turn out to be a little different than the stories and sense of identity that were handed to us when we were young.
Maybe you’re something like Cameron McWhirter: you’ve taken a DNA test, been intrigued (or disappointed) by the ethnicity results, but haven’t yet fully explored all your matches on your list. I’m telling you, you may be seriously missing some opportunities. If that’s you, I may actually have written my new DNA quick guide just for you. It’s called “Next Steps: Working with Your Autosomal DNA Matches.” This guide will teach you how to leverage the power of known relatives who have tested. You’ll get an intro to chromosome browsers and their role in the search process, and access to a free bonus template for evaluating the genealogical relationship of a match in relationship to the predicted genetic relationship. This guide also gives you a methodology for converting UNknown relatives on your match list into known relatives, which is what we’re going for here.
So check it out, either as a solo purchase or as part of my Advanced DNA bundle.
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!
Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. In the works: soon RootsMagic will be fully integrated with Ancestry.com, too: you’ll be able to sync your RootsMagic trees with your Ancestry.com trees and search records on the site.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/.
INTERVIEW: DAVE OBEE
Continuing our celebration of Canada’s 150th birthday!
Dave Obee is an internationally-renowned Canadian journalist, historian and genealogist. Dave is a columnist for Internet Genealogy and Your Genealogy Today (formerly Family Chronicle). Dave has also written about family history for Canada’s History and Your Family Tree in the United Kingdom.
Read a companion blog post on English parish records, with several image examples and links to the resources Kate Eakman recommends.
Legacy Tree Genealogists provides expert genealogy research service that works with your research goals, budget and schedule. The Legacy Tree Discovery package offers 3.5 hours of preliminary analysis and research recommendations: a great choice if you’ve hit a brick wall in your research and could use some expert guidance.
Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.
Show Notes: Professional Genealogist J Mark Lowe joins Lisa Louise Cooke on the show to share a marriage research case study that highlights the importance of understanding Gretna Greens. Then Professional Genealogist and blogger Robyn Smith shares her 3 step process for researching witnesses found on records from her new Family Tree Magazine article Witness Testimony.
Listen to the Podcast Episode
To Listen click the media player below (AUDIO ONLY):
01:29 Marriage Research Case Study with J Mark Lowe.
Get 20% off a Publisher Extra subscription. Click here and use coupon code GenealogyGems
Visit Fort Wayne
Fort Wayne, Indiana is the home of the second-largest free genealogy library in the country. Make your plans to visit one of my favorite genealogy libraries today!
Learn more at https://www.visitfortwayne.com
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.
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Episode 197
Question from Jo: “I have been fortunate to find information about most of my great-grandparents. I have hit a wall with my maternal great grandmother who immigrated from Switzerland to the US in the 1880s when she was 8 years old. I was hoping that by upgrading to International records on Ancestry that I could find the ship and where she and her mother came from. The curious thing for me is that she and her mother traveled solo to the US and went to Cincinnati, Ohio. I’ve been to Cincinnati and have searched there and have found directories with addresses but no profession is listed like other people. I didn’t find any ship records either. Where might you suggest that I look or search to find more information?”
Legacy Tree Genealogists provides expert genealogy research service that works with your research goals, budget and schedule. The Legacy Tree Discovery package offers 3.5 hours of preliminary analysis and research recommendations: a great choice if you’ve hit a brick wall in your research and could use some expert guidance. 
I’m telling you, you may be seriously missing some opportunities. If that’s you, I may actually have written my new DNA quick guide just for you. It’s called “Next Steps: Working with Your Autosomal DNA Matches.” This guide will teach you how to leverage the power of known relatives who have tested. You’ll get an intro to chromosome browsers and their role in the search process, and access to a free bonus template for evaluating the genealogical relationship of a match in relationship to the predicted genetic relationship. This guide also gives you a methodology for converting UNknown relatives on your match list into known relatives, which is what we’re going for here.
