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.
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.
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!
Episode 206 – Publishing Family History Books
Genealogy Gems Podcast Episode 206
with Lisa Louise Cooke
In this Blast from the Past episode:
- Lisa reprises a favorite research detour into vehicle forensics to identify an old family car and shares tips for creating short family history books like those she given as holiday gifts to loved ones.
- Hear letters from listeners on a special adoption discovery and a 1940 census mystery that now makes more sense.
- Your DNA Guide Diahan Southard weighs in with 4 reasons to take a DNA test if you haven’t taken the plunge yet.
- Genealogy Gems Editor Sunny Morton spotlights the current Genealogy Gems Book Club title, Murder in Matera.
- The vehicle forensics and family book segments originally appeared in Genealogy Gems Podcast episodes 18 and 13, respectively, and are being republished here for web audiences.
MAILBOX: RICHARD ON THE 1940 CENSUS
1940 census tip: Listen in Genealogy Gems Episode 201 or read it on the Genealogy Gems blog.
Evidentia software helps genealogists organize and analyze their research discoveries. Free 14-day trial available.
MAILBOX: ADOPTEE DISCOVERY
Tips for using DNA to solve adoption mysteries, taken from a conversation between genetic genealogy experts Your DNA Guide Diahan Southard and CeCe Moore from DNA Detectives.
Join our conversations on the Genealogy Gems Facebook page.
BONUS CONTENT for Genealogy Gems App
If you’re listening through the Genealogy Gems app, your bonus content for this episode is an audio excursion with Lisa on an old railroad track up to a silver mine in the Colorado Rockies, an excursion she originally shared in Episode 18 of the Genealogy Gems Podcast, not now available online, and is being republished here exclusively for your enjoyment. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users
GEM: MAKING FAMILY HISTORY BOOKS
Genealogy Gems Podcast episode 2 with a segment on transcribing diaries was republished as Genealogy Gems episode 134.
Qualities of a successful short family history book, from Lisa Louise Cooke
- The book conveys an overall theme.
Start by reviewing all the available material you have. That will give you a good sense of what the time period was like for your ancestor. You’ll also start to understand their goals, experiences, and emotions. Ultimately a theme should begin to surface.
In the case of A Nurse In Training, I wanted to communicate my grandmother as a young woman taking on a new adventure away from home that ultimately led to this warm, caring woman’s successful career as a nurse. I also tucked a bonus subplot in there of how she just happened to meet her husband at the same time!
You don’t need every scrap of research and every photo to get this theme across. It’s your job to be a sharp editor and to pick out the critical pieces. You want the words and photographs that clearly communicate your theme to the reader.
#2. The book can be read in one sitting.
Like it or not, if it takes too long read, they probably won’t. Strive to create a book that doesn’t look intimidating. I create books that are ten to twenty double-sided pages. People will be willing to pick up a thinner book off the coffee table. If it’s well done they’ll find that all of a sudden they’ve finished the entire book without wanting to put it down. The final goal is that they will walk away with a real sense of having gotten to know that ancestor.
#3. It contains the best of the best of what you have.
This goes back to conveying the theme and being a strict editor. My grandma had many funny stories, but there just wasn’t room for all of them. I picked the best of the best. Anyone who reads the book should hopefully come away with the fact that she had a sense of humor and could laugh at herself. So keep the content of your book focused, full of graphics and photos, and including the best of the best. If you can capture their interest in the first three pages, you’ll have them for the entire book.
#4. There are lots of photos and graphics.
A picture is definitely worth a thousand words. Since the number of words in this size book will be limited, photographs will be your best friend. If you’re lacking in family photos, many of my previous podcasts will give you countless ideas for locating associated photos. In A Nurse In Training, I included scanned images of skating rink tickets, programs and announcements from my grandma’s scrapbook, and journal pages in my grandmother’s own hand. These types of items really add texture and interest to your book, as well as help the reader to see that you’ve really done your homework.
#5. Keep it in chronological order.
This may seem obvious, but it’s easy to get sidetracked and start going back and forth in time. Believe me, for the reader’s sake keep things in chronological order. You as the researcher know this information backward and forwards, but this is probably your reader’s first exposure to it. Be gentle with them and keep it straight forward and simple. Your reader will thank you.
#6. You choose only high-quality images and printing.
High-quality glossy pages, good image quality and a hardcover binding all shout to the reader “I’m worth your time, read me!” For example, I found a drawing of Dameron Hospital where my grandmother worked, but it was a low-quality image and didn’t translate well in the book. As much as I wanted to include it, I ended up leaving it out. I’m glad I did; it wasn’t critical to the book and there were other ways to communicate the hospital to the reader.
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.
MyHeritage is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.
4 REASONS TO RSVP YOUR DNA INVITATION
with Diahan Southard, Your DNA Guide
I used to think that economics was just a series of numbers and calculations that helped to gauge the future growth of companies and countries. In a word: boring. But that was before I discovered that you can study the economics of people and essentially use math to describe human behavior, and therefore in some ways make that behavior more predictable.
This is of course especially intriguing to my current situation as the parent of a teenager, a pre-teen, and a daughter. Teenagers especially are always talking about the things that “everyone else has,” a phenomenon that Malcom Gladwell, one of these interesting people-economists, describes as the “tipping point.” He says that the tipping point is “the moment of critical mass, the threshold, the boiling point.” For my kids it’s everything from the point at which a party becomes fun to doing everything that is humanly possible to procure a fidget-spinner (if you don’t know what that is, ask the nearest 11 year old).
In DNA testing in the United States, that tipping point is now. We have reached the point where most genealogists at least have the passing notion that genetics can be useful in genealogy. Most genealogists (I would guess 85%) who attend the lectures I give have already had at least one DNA test completed. Let’s stop for just one minute and recognize how incredible that is! Not too long ago I was still trying to convince people that this was a good idea and that you didn’t have to dig up your ancestors to do it! But now we have scores of genealogists who have not only tested themselves, but have convinced half their family to test as well!
This got me thinking though, who are those people who haven’t tested? And why not? One category of people sans DNA test are those who have full pedigree charts. I have heard many of them say that they don’t see the need to do DNA testing since they have most of their lines “way back.” To those with the blessing of ancestors who kept better records than mine, I am offering four reasons why you should RSVP to your invitation to DNA test.
- Record. First and foremost, your DNA is a record. Just as you have obtained birth certificates and marriage licenses for your ancestors, your DNA is a unique record. It does represent you and your family in a way that no other record can. It is a document of your genetic history, and should be preserved. Further, while you may doubt the ability of your DNA to shed light on your current genealogy, don’t underestimate the contribution it might make in the future.
- Second Cousins. And third cousins, and fourth cousins, etc. Having your DNA tested means you can see a biological connection between you and other relatives that have had tested. For many, the idea of meeting or forming relationships with distant cousins is not appealing. But even if you have no intention of attending DNA family reunions or even in corresponding with these relatives, there is something reassuring about seeing them there on your match list. There is a certain thrill that comes with recognizing the connection between you and someone else. A connection that may not add any new names to your tree, but it helps you feel a deeper connection to your ancestor, and a greater appreciation for your biology.
- Verify. Which brings me to the next point. Seeing these cousins on your list can actually help verify the genealogy you have already collected and documented. It helps to reassure you that you have made the right steps along the way, and may help you gain additional resources about your relative through their descendants that you find on your match list. Resources that can help turn that ancestor from a name on a chart, to a story and a life worth preserving.
- Philanthropy. The last reason to go ahead and have your DNA tested is to help others. If you have been lucky enough to fill in most of the blanks on your tree, you can help others do the same by simply having your DNA tested. Your DNA provides a link to your tree that might be just what someone needs to overcome a brick wall in their family history.
So, if you have been hanging out on the outskirts of DNA testing because you feel like your tree is full enough without it, remember to RSVP to your invitation to be DNA tested, and join the party!
GENEALOGY GEMS BOOK CLUB: A FAMILY HISTORY MURDER MYSTERY!
Murder in Matera: A True Story of Passion, Family, and Forgiveness in Southern Italy by journalist Helene Stapinski. A story of poverty and power, love, tragic decisions, and a courageous and desperate woman’s leap for a new life across the ocean.
Murder in Matera continues to unravel a past Helene explored in her fantastic first family history memoir, Five-Finger Discount: A Crooked Family History. Find a whole list of fabulous family history-inspired reading at the Genealogy Gems Book Club!
Genealogy Software
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. RootsMagic is now fully integrated with Ancestry.com, too: you can sync your RootsMagic trees with your Ancestry.com trees and search records on the site.
Visit http://www.backblaze.com/lisa
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.
GEM: VEHICULAR FORENSICS: Updated links, tips and resources
Here’s the original photo of my grandma next to her father’s car:
The original zoomed in image of the license plate:
The license plate with the “alternative light source” applied:
Since I first published this episode, iGoogle has gone away.
Websites for identifying old cars:
Hubcap Café.com: Collector Car Resources
Flickr group called Vintage Car Identification
From ItStillRuns.com: “Veteran cars were manufactured before 1903, vintage cars were made between 1903 and 1933, and classic cars are considered to be vehicles manufactured from 1933 until fifteen years ago.”
Learn more about ArchiveGrid in Premium Podcast episode 149 (Genealogy Gems Premium subscription required) and in this blog post: How to find original manuscripts and documents using ArchiveGrid.
The Genealogist’s Google Toolbox by Lisa Louise Cooke for Google searches and even YouTube:
Available in the Genealogy Gems Store
“Take a ride in a 1928 Willys Knight made in, owned in and driven in Toledo, Ohio”
Forensic Files channel on YouTube
More updated resources:
“The Colorful History of California License Plates” in LA Magazine
- WorldLicensePlates,com
- California DMV license plate introduction
- California State Archives
- Willys Overland Knight Registry website and Facebook page
- Inflation Calculator
TIP: Remember that you may be able to make great discoveries IN old photos with your photo editing software (even just with whatever free software is on your computer):
1. Open up the photo editing software
2. Open the photograph in question in the program
3. Use the trim feature to zoom in on the license plate?or whatever feature you want to focus on
4. Zoom in to make it easier to see
5. Try using both the Brightness and Contrast feature of your program in combination until you achieve a favorable result
6. Apply Auto Sharpen for further detail
Savvy tips to help identify old photos
Photo editing apps and software for family history
The Photo Detective by Maureen Taylor is your ultimate guide to identifying old objects in pictures to help you learn more about your family history.
PROFILE AMERICA: FIRST TRAFFIC LIGHT
PRODUCTION CREDITS
Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager