What to do with Inherited Genealogy – Episode 74
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 Resources section 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 by watching my video classes on databases and organizing your genealogical materials.
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.
Bonus Download exclusively for Premium Members: Download the show notes handout.
Become a Genealogy Gems Premium Member today.
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Premiumn Episode 57 – German Records with Tamra Stansfield, AG
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Comparing the Big 3 Genealogy Websites and AI Update (Audio podcast)
SHOW NOTES: A comparison of the top three genealogy websites and an update on the latest artificial intelligence news. Lisa interviews genealogy author Sunny Morton about her article “Three’s Company” from the March/April 2025 issue of Family Tree Magazine. They dive into a detailed comparison of the top three genealogy websites—Ancestry.com, FamilySearch.org, and MyHeritage.com—focusing on historical records, DNA tools, family tree features, and more. Sunny shares insights on how these platforms differ, their strengths, and practical tips for genealogists to maximize their research. Whether you’re a U.S.-focused researcher or tracing global roots, this episode has something for everyone.
Listen to Podcast Episode #293
To Listen click the media player below (AUDIO ONLY):
Download this episode’s show notes. (Premium Membership required. Join today.)
Comparing the Top 3 Genealogy Websites
What Is a Historical Record and Does Its Definition Differ Between the Three Websites?
Timestamp: 00:31
Key Takeaways and Tips:
• Definition: A historical record is a document created in the past, ideally close to the time of the events it describes, offering a more accurate glimpse into history than later recollections.
• Differences: The definition varies slightly across platforms. Ancestry, FamilySearch, and MyHeritage count records differently—sometimes focusing on the primary person (e.g., the deceased on a death certificate) and sometimes including secondary individuals (e.g., parents or witnesses).
• Tip: Don’t assume every “record” is a unique historical document. A single certificate might be counted multiple times if it names several people. Check how each site labels the “primary person” to understand what you’re working with.
How Do the Number of Records Stack Up Across the Three Websites?
Timestamp: 04:43
Key Takeaways and Tips:
• Numbers Overview: Ancestry boasts ~60 billion records, FamilySearch ~66.24 billion (13 billion searchable names + 5 billion+ unindexed images), and MyHeritage ~32 billion.
• Ancestry: Strong U.S. focus; top 20 collections (e.g., city directories, yearbooks, newspapers) make up a third of its total, boosted by AI indexing of recent centuries. Less helpful for pre-1800 research.
• MyHeritage: More global, Euro-centric, with 40% of its total in its top 5 collections (e.g., family trees, newspapers via OldNews.com). Great for non-U.S. research.
• FamilySearch: Truly global, free, and diverse; top 20 collections are less than 20% of its total, plus 500,000+ digitized books. Hard to pin down exact counts due to unindexed images.
• Tip: Focus on “where and when” your ancestors lived. Use Ancestry for U.S. depth, MyHeritage for European roots, and FamilySearch for global coverage or record-loss areas.
What’s Your Elevator Speech for the Primary Strength of Each Website?
Timestamp: 12:50
Key Takeaways and Tips:
• Ancestry: U.S.-centric with vast records—start here for American research, paired with FamilySearch.
• FamilySearch: Free, global focus, no target customer—ideal for international searches and unique collections.
• MyHeritage: Euro-centric, excels in language translation (e.g., German trees)—perfect for non-English records and global connections.
• Tip: Before subscribing, browse each site’s catalog to see if it matches your research area. Combine platforms based on your needs—don’t skip one just because it’s not your “main” focus.
How Do They Stack Up for DNA Research?
Timestamp: 16:30
Key Takeaways and Tips:
• FamilySearch: No DNA tools—focuses on records, not genetics.
• Ancestry & MyHeritage: Both excel at DNA, making complex data accessible. Offer ethnicity estimates (improving over time) and match tools.
- Ancestry: Groups matches by common ancestors; recently added shared matches of matches.
- MyHeritage: “Theory of Family Relativity” maps person-to-person connections; accepts raw DNA uploads ($29 for advanced tools or free with subscription).
• Tip: Revisit DNA results every 3-6 months for updated ethnicity estimates and new matches. Rotate subscriptions if budget’s tight—your data stays, and hints accumulate.
How Do Their Family Tree Features Compare?
Timestamp: 23:26
Key Takeaways and Tips:
• Ancestry & MyHeritage: Private, individual trees you control—shareable if desired. Multiple trees allowed for testing theories. No source requirement, but tree checkers flag unsourced data.
• FamilySearch: One giant, public, collaborative tree—nothing private for deceased individuals. Emphasizes sources and reason statements to improve accuracy.
• Tip: Use online trees as “bait” for hints, keeping your full research offline in software. Politely ask public tree owners for sources if unsourced data intrigues you.
How Do They Compare for Searchability in Family Trees?
Timestamp: 29:45
Key Takeaways and Tips:
• All Three: Excellent search portals for minimal or detailed queries.
• FamilySearch Bonus: Search its tree even if you don’t contribute—great for harvesting clues about ancestors.
• Tip: Use tree searches strategically to uncover new leads or verify info, even if you’re not building online. Refine searches as trees grow to stay efficient.
How Do They Compare for Photos, Memories, and Stories?
Timestamp: 31:56
Key Takeaways and Tips:
• General: All are works in progress, with best tools on apps (not always ideal for big-screen users). AI-generated life histories check tree completeness.
• MyHeritage: Leads with photo tools (enhancing, colorizing, animating) and “My Stories” for living-generation narratives.
• Tip: Use MyHeritage’s photo animations to engage family—watermarked as AI-generated, they spark curiosity without claiming historical fact.
How Compatible Are They for Syncing with Desktop Software?
Timestamp: 36:28
Key Takeaways and Tips:
• MyHeritage: Free Family Tree Builder syncs with online trees.
• Ancestry: Syncs well with Family Tree Maker (despite separate ownership).
• FamilySearch: RootsMagic and others pull sections of its global tree.
• Tip: Prioritize sync compatibility when choosing a site—check software options before committing to an online tree platform.
All information was to the best of our guest’s knowledge as of the date of recording.
Latest advancements in AU and their application to genealogy research.
Timestamp: 48:11
1. Gemini Updates by Google. o New Features Announcement (March 2025):
Google’s Gemini app rolled out significant updates, available to try for free, with enhanced features for all users and premium options for subscribers.
2.0 Flash Thinking Experimental:
Offers file upload capabilities (crucial for genealogy context), improved reasoning, efficiency, and speed.
Advanced users (subscribers) get a 1-million-token context window, allowing more extensive project interactions.
Free users can test it with a one-month trial of Gemini Advanced.
Deep Research Tool:
Now upgraded with 2.0 Flash Thinking Experimental, it searches and synthesizes web information quickly, producing detailed multi-page reports.
Available globally in 45 languages; free users get limited tries, while advanced users have expanded access.
Shows real-time reasoning, similar to Grok, enhancing transparency in research processes.
Personalization (Experimental):
Integrates with Google apps (starting with search) to tailor responses based on user history, e.g., genealogy-focused search patterns.
Users control personalization settings and can disconnect if desired.
2. Connected Apps Integration
- Gemini now connects with Google Calendar, Notes, Tasks, and soon Photos (in English), allowing complex, multi-app requests.
- Example: Genealogy applications could involve organizing research notes or creating itineraries from ancestral photo locations.
3. Gems Feature
- A new customizable AI tool, free for all Gemini app users, enabling creation of personal AI experts for specific topics (e.g., genealogy).
- Users can upload files and set instructions via the Gems Manager on desktop, tailoring it to repetitive research tasks.
- Lisa plans to explore this deeply in upcoming premium videos and live streams, emphasizing its potential for genealogists.
4. AI Competition and Future
- Gemini is positioned as a competitor to Grok, with features like file uploads and deep research mirroring Grok’s capabilities.
- Lisa predicts AI will eventually replace Google search, with ongoing competition determining the leading AI tool.
5. Practical Tips / Getting Started with AI
- Try Gemini at gemini.google.com; start with the free version, then consider the one-month trial of Gemini Advanced for full access.
- Premium members can access detailed tutorials and live streams:
AI: Creating Location Guides and 6 Tasks AI Can Do for Your Genealogy.
Closing Note: AI tools like Gemini are like “shovels” for genealogists—essential for digging deeper and enhancing research efficiency. Stay tuned for more in-depth explorations in premium content!
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Google Books Just Got WAY Better! New Features Tutorial
Show Notes: I’m excited to share with you my favorite new tool at Google Books. This is a game changer for utilizing the information you find on the digitized pages. Plus I’ll show you other new features recently added to Google Books.
Why use Google Books for genealogy? Well, Google Books features over 10 million free digitized books, most of which were published prior to 1927. That makes Google Books a gold mine for genealogy research. And when you visit Google Books, think “published on paper” NOT just books! In addition to books, the collection includes newspapers, magazines, journals, almanacs, city directories, catalogs, court papers and so much more!
Watch the Video
Why use Google Books for genealogy?
Google Books features over 10 million free digitized books, most of which were published prior to 1927. That makes Google Books a gold mine for genealogy research. And when you visit Google Books, think “published on paper” NOT just books! In addition to books, the collection includes newspapers, magazines, journals, almanacs, city directories, catalogs, court papers and so much more!
SHOW NOTES
Access Google Books at https://books.google.com
Downloadable ad-free Show Notes handout for Premium Members.
Filter to Free books only
- Conduct a search.
- On the results page look for the filter menu. If you don’t see it, click the Tools
- Click the down arrow for Any View
- Click Full View
- Now your results list only include free fully digitized materials.
If you haven’t been over to Google books for a while, this is going to look a little bit different. A while back they launched a new user interface. They’ve now made some improvements. The main difference is we’re going to see this menu along the bottom of the screen.
My favorite new feature: convert image to text
Before we even look at the new menu, I promised you my favorite item that they have added to Google Books.
In the upper left corner, click the three vertical dots icon. This reveals a menu that gives you access to a lot of items that typically are kind of ‘behind’ the book. If you were to close this book, you would see the catalog entry for it.
New menu at Google Books
My favorite new feature here is View as Plain Text. Click the toggle button to convert the entire book to plain text. This makes the digitized images of the pages usable in many other projects and programs. Google applied optical character recognition to the books to be able to read the words on the images to make the books keyword searchable. In the past, we had to use the clipper tool to capture a bit of the image and convert it to text. The box was really small and inconvenient. This new feature provides the ability to instantly use as much of the text as you want.
Convert digitized books to text in Google Books
Because this book is fully digitized, it’s already been cleared for copyright. These books are in the public domain. They are available to use for free, copyright free. You are free to copy the text and include it in your projects, in your genealogy database, in a family history book, and so on.
Download a book
Back over at the three-dot menu in Google Books, you can also:
- download the book as a PDF or EPUB for free,
- find the book in a store, if you need a hard copy
- find the book in a library at WorldCat.
Keyboard Shortcuts Hot Keys
Another new feature is keyboard shortcuts.
Google Books shortcuts / hot keys
Find Book Catalog Entry
I mentioned that the catalog entry for this book is sort of ‘behind’ the book. To access that, click the X in the upper right corner of the screen. This removes the view of the book. We haven’t lost access to the book. You can still access it by clicking the blue Read free of charge button.
The nice thing about the book catalog entry page is that it contains all the details about the book such as where you can purchase it, finding copies at the library, and additional editions.
Source Citation Tool at Google Books
Also on the catalog entry page is the Source Citation tool. Click create citation to reveal the options. Click the desired style, and then copy the citation and paste it in your family tree database, or other places where you are referencing this book. So, there’s no reason not to cite your source for any book found at Google Books. Source citation is very important, because down the road you might discover something more about your family and realize that you need to access that book again. Without the source citation you may not remember where you got the original information. The source citation is your breadcrumb trail back to the previous research that you’ve done. Also, if anybody ever has a question about what you have put in your family tree, you can point them to the sources that you used.
New Google Books Menu
The final new feature at Google Books that I wanted to draw your attention to is the main menu for this item. It used to be at the top of the screen, but now you’ll find it at the bottom. At the top of the screen, we now have a search box that allows you to search the entire Google Books collection. But oftentimes, when you’re looking at a book, you’re going to want to be able to search for particular names, places, dates, events, topics. You will find the search field for that in the new menu at the bottom of the screen. Type in names or other words and press enter. You’ll be given all of the pages in the book that mention those words. Also, in this menu are:
- zoom buttons,
- chapters menu (if available for the book you are viewing)
- page views (single, side by side or thumbnails.)
Clip and download an image from a book
Also in the new menu is the clipper tool. The materials in Google Books contain maps, drawings, photos and many other types of imagery that you may want a copy of. Or perhaps you just want an image of a section of text. The clipper tool allows you to capture it and save it to your computer as an image file.
- Click the scissors icon, and your mouse cursor will turn into a clipper.
- Draw a box around the desired area
- In the pop-up box click to copy the link to the clipped image.
- Open a new web browser tab and paste the link. (You can also paste the link into notes in your family tree, and other programs and documents.)
- Press enter and the image will appear in the browser tab.
- Right-click on the image.
- Select Save Image As to save it to your computer’s hard drive.
There you have it, some of the exciting new features over at Google Books. There’s never been a better time to search for information about your family history in Google Books.
Resources
- Downloadable ad-free Show Notes handout for Premium Members.
- Learn more about using Google Books: Google Books – Getting Started (Premium video class) and Google Books – 10 Surprising Finds (free.)