Wednesday, November 11, 2020

How I Use Genealogy Software and Online Family Trees

 Roberta Estes wrote a blog post yesterday titled "Genealogy Tree Replacement - Should I Or Shouldn't I?" on her DNAeXplained - Genetic Genealogy blog.  I commented on it, but want to expand on my comments a bit.

Roberta explains the situation we all face - we may have a family tree in our genealogy software programs (e.g., RootsMagic, Family Tree Maker, etc.) and on a number of websites (e.g., Ancestry, MyHeritage, etc.).  But it's impossible to keep them all up-to-date without making a new GEDCOM file every so often and uploading it to the online trees.  If I do this, do I delete my old tree which may have many record hints and record images attached to the tree person profiles?

Here is a list of the family trees that I actively manage and what I do to try to keep them all updated:

1) I have a master tree in RootsMagic that now has about 60,000 profiles – ancestral families of mine, my wife’s and my sons-in-law; plus one name studies for Seaver/Sever/Sevier, Carringer, Auble, and Vaux; plus descendants of several other ancestral surnames; plus descendants of my 4th great-grandparents (to aid in DNA matching).

*  I do all of my data entry in RootsMagic, adding names, dates, places, events, notes, sources, and media.  I download record images that I want to save to my desktop computer files - they go into a Family file in a Surname File in a Group file - with a common file naming convention.  

*  RootsMagic allows me to "TreeShare" my person profiles with an Ancestry Member Tree, one person at a time and one event at a time, from within the program.  I can either add content to my Ancestry tree or from my Ancestry tree to RootsMagic.  I do this every week.  I rarely download anything from Ancestry into RootsMagic because Ancestry's source citations are poorly crafted and any record image I might download goes into another file with a non-descriptive name.  

*  RootsMagic allows me to "match" my person profiles to FamilySearch Family Tree profiles from within the program.  So I can add Family Tree persons, events, notes and sources to RootsMagic, or from RootsMagic to Family Tree.  

*  RootsMagic provides WebHints for person profiles with links to Record Hints on Ancestry.com, FamilySearch, MyHeritage and Findmypast.  I can click right into these sites from my RootsMagic program and go to the records on the WebHints list.  I can then enter information (names, dates, palces, events, sources, notes, etc.) from those WebHints right into RootsMagic,

*  RootsMagic allows me to create a GEDCOM file of all or part of my family tree, which I can then upload to another software program or to an online tree.

*  I have other family tree software programs on my desktop computer - Legacy Family Tree, Family Tree Maker, Family Tree Builder and RootsFinder.  I use these occasionally to take advantage of program capabilities that are, IMHO, better than what is in RootsMagic.  I upload a new GEDCOM file to these programs when I need to.

2) On Ancestry.com, I TreeShare my RootsMagic tree with my major Ancestry tree (connected to my AncestryDNA test)  every week to keep the Ancestry Member Tree up-to-date.  I try to prevent Ancestry record images (poorly named) and sources (poorly crafted) from coming into RootsMagic. My Ancestry tree immediately creates Record Hints for new or changed profiles, which I can then mine/search and add to my RootsMagic tree.  I also do searches on Ancestry.com to catch every record for a person from within their Ancestry Tree profile.

*  AncestryDNA uses my Ancestry Member Tree (which has many descendants of my 4th great-grandparents!) to find Common Ancestors of my AncestryDNA Matches using the ThruLines feature.  Common ancestors are identified from my tree information, the trees of my DNA matches, and their Big Tree.  I have over 34,000 DNA matches, but only about 400 Common Ancestor matches are identified.  

3) I upload a new GEDCOM to MyHeritage every year but save the previous family tree file and delete earlier family tree files. MyHeritage provides Smart Matches and Record Matches for each person profile, and also matches by Source.  I can access the Record Matches from the WebHints in RootsMagic. When I find useful Record Matches on MyHeritage, I add them to my RootsMagic file.  I also do searches on MyHeritage to catch every record for a person.


*  MyHeritageDNA uses my MyHeritage tree to find Common Ancestors of my MyHeritage matches using the Theory of Family Relativity feature. I have almost 9,000 MyHeritageDNA matches, but only 8 Theory of Family Relativity identified matches.  

4) I upload a new GEDCOM to Findmypast every once in awhile.  Findmypast provides Record Hints for tree profiles on their website, or on the RootsMagic Web Hints feature.  I add useful information to my RootsMagic tree.  I also do searches on Findmypast to catch every record for a person.

5)  American Ancestors uses RootsFinder as their online family tree, and I uploaded a GEDCOM file there a year ago.  However, my family tree takes up 1.5 gb when I access it, and slows my desktop computer significantly.  It provides Record Hints but I rarely search for them.   I also do searches on American Ancestors to catch every record for a person.

6) I have an ancestors only tree at FamilyTreeDNA which rarely provides any useful matches.

7)  I have an ancestors only tree at GEDmatch which rarely provides any useful matches.

8) I match profiles in FamilySearch Family Tree (a collaborative tree) with profiles in my RootsMagic tree, or create new FamilySearch Family Tree profiles from RootsMagic profiles, and share information both ways, including sources and notes.

*  FamilySearch provides record matches for person profiles, which I can access from the tree profile or from the FamilySearch WebHints in RootsMagic.  When I find useful record matches on FamilySearch, I add the information to my RootsMagic tree.   I also do searches on FamilySearch to catch every record for a person.

9)  I have added information for most of my ancestral families to Geni.com (a collaborative tree) over time, but it takes time to add information there with or without a GEDCOM.  

10)  I have added information for most of my ancestral families to WikiTree (a collaborative tree) over time, but it takes time to add information with or without a GEDCOM.

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What genealogy software do you use, and why do you prefer it?

What online family tree(s) do you use, and how do you keep them up to date?

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2 comments:

LeslieP said...

Thanks for detailing all of that! It's a good guide. Shows how elaborate it is - no wonder so many folks just pay for an Ancestry subscription and use that exclusively, and call it done.

Do you have paid (either by you or sponsored) subscriptions to all of those sites? I have found that the free version of Ancestry is only moderately useful, and the free version of MyHeritage is almost entirely useless, haven't even looked at FindMyPast.

Sara M said...

This is good information. I've done genealogy for years, but my Ancestry tree started in 2016. That tends to be my main tree, but this year I started using RootsMagic and keeping it synced with Ancestry. The citations are an issue. If I do a short tree for a person, my RootsMagic tree is primary. I uploaded a GEDCOM to MyHeritage and I'm on the second uploaded tree. I also uploaded to FamilyTree for matches. I use FamilySearch sometimes and kind of maintain it but it's not useful for distant ancestors as people have put up a lot of unsourced ancestors. I try to maintain my WikiTree ancestors but that is so time consuming I can't do too much at once so many of my profiles do not have good sources. I have trees in a couple other places. It gets to be overwhelming at times but can also be rewarding when you connect with a cousin from one of these places.