Everyone begins this journey the same way. Something sparks our interest genealogy. We decide we want to build our family tree. But we don't know quite what to do.
We write down our name, add our parents and siblings, and enter what we know about our grandparents. Then we realize we don't know where Grandpa was born. We're not sure of Grandma's mother's name. We have no idea when our immigrant ancestors arrived.
That's when the search for records begins. But how can you be sure this record—this ship manifest or census page—is showing your ancestor? This might be the moment you get frustrated and feel ready to give up.
I see people online every day who are getting started with genealogy. They ask vague questions and seem to expect a distant cousin to hand them their family tree. That's not a good way to start. Instead, identify the closest ancestor for whom you are missing basic facts. Let's say it's Grandpa. Do you know his date of birth? If not, ask your parents and cousins. Do you know his parents' names? If you don't and your relatives don't, you need to search for records. You can't go any further with your family tree until you establish the basic facts for Grandpa.
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| Using family tree building software on your computer has many advantages. |
Now, before you go any further, you must decide how you're going to record all the facts and data you find. Your family tree will be meaningful to you, of course. But it can be important to your relatives and descendants, and to distant cousins you've never met.
How will you record, preserve, and share your family tree? Here are 5 steps to start building your family tree.
Step 1. Choose Your Software
Writing or drawing your family tree on paper is not a good option. You can't share it unless you want to photocopy all the pages. You'll have to keep redrawing the tree when you discover new information. You can't add new facts without squeezing them in and making the whole thing hard to follow. You need computer software.
Don't build your tree online only. This may seem like an easy option, and it is, with all the guidance and hints. But easy can lead to an incorrect family tree in a hurry.
Some family tree websites leave your information open for strangers to edit. Do you want that? Do you want a stranger to decide your grandmother is their grandmother and not yours? Professionals don't put their research in a place where it can be overwritten.
You can search online for family tree software that meets your needs. Find a program that runs on your type of computer and fits your budget. There are plenty of free ones, but even the paid ones are not expensive. Here are some of the most popular family tree programs in alphabetical order:
- Family Tree Builder. Written for Windows, there is no native Mac version. Download and use for free at https://www.myheritage.com/family-tree-builder.
- Family Tree Maker. Works on Windows and Mac. Synchronizes your desktop tree with your tree on Ancestry.com. Download for $80 at https://www.mackiev.com/store_us.html.
- Legacy Family Tree. Written for Windows, there is no native Mac version. Download and use for free at https://legacyfamilytree.com.
- RootsMagic. Works on Windows and Mac. I've downloaded RootsMagic 8 for free at https://www.rootsmagic.com/download/rootsmagic-8. RootsMagic 11, the latest version, costs $39.95 at https://www.rootsmagic.com/rootsmagic. You can download a free trial to see if you like it.
Step 2. Search for Records
You can use free or paid genealogy websites to find records and documents for your family tree. I subscribe to Ancestry.com. I've found tons of vital records for free on the New York City Municipal Archives website. I get my Italian vital records on the free Portale Antenati. But if I don't find what I need on those sites, I check the free FamilySearch.org. There's also MyHeritage.com and Geneanet.org, but you'll need a subscription to search.
Wherever you search, take these steps first:
- Establish some basic facts about your closest ancestors. Ask your relatives for your ancestors' birthdays and birth places if you don't know them.
- Find out which records are available for your place of interest, and what years they cover. Your parents or grandparents may be too young to find in a particular collection.
- Don't assume someone else's family tree is correct because it's online. And never pull their data into your own tree. This can cause a terrible mess and waste your time. You need to treat each of their "facts" as a hint and find out for yourself if they are correct.
When you find a record and you're confident it's your people, download the document image. That way you can add it to your family tree. Decide right this minute what type of file naming and storage system you will use.
Before you move on from that downloaded document and its facts, create a source citation. Without it, you don't have verifiable facts. Without it, your family tree is hearsay.
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| Wouldn't you love to find your ancestors in a well-sourced family tree? |
Step 3. Create Source Citations
Anyone who has ever skipped the step of creating source citations regrets it, or will regret it soon. Let's say you entered a 1909 naturalization date for your uncle. But you didn't cite the fact that the date comes from the 1910 census. Now your cousins want to know how you know their father became a citizen in 1909. They want to apply for dual citizenship. But you can't answer the question because you failed to cite your source.
A source citation relieves you of all the drama. And it doesn't need to be difficult. Sometimes you can copy a source citation from the place where you found the record.
At the most basic level, your source citation must include three things:
- The title of the record holding this information. For instance, 1910 U.S. Federal Census.
- Where you found it. For instance, a record from the 1910 United States Federal Census collection at this URL.
- Certificate number, page number, or line number. You need a distinguishing fact about this record to help someone else to find it. Include a certificate number and state for a birth, marriage, or death certificate. Include the year, place, and even the line number(s) for a census page.
Your goal is to allow anyone who finds your family tree online to be able to go see the document you used as a source. And if you don't see source citations in someone else's family tree, don't accept any of their "facts" as truth. They are unproven hints.
Step 4. Preserve Your Research
Always imagine the worst-case scenario. Your computer gets stolen. Your home goes up in flames. What can you do today and every day to preserve your family tree research?
First, digitize everything. Paper can burn, tear, or get lost. Scan or photograph any paper documents in your possession. I keep my originals in a fire-proof safe.
Establish a logical, practical file naming and storage system. Stick to it and you'll always be able to find what you need with little effort.
Make a habit of creating backups of your work. I work on my family tree every day, so I make backups of my Family Tree Maker file at the end of each day. Each Sunday morning I copy the week's backups onto two external hard drives. I'm also storing my work on the cloud (Microsoft OneDrive) at all times.
Leave yourself a note of where you left off for the day. That way, even if you don't get back to your family tree for a week, you won't waste any time.
Step 5. Share Your Work
I love when a 6th or 7th cousin contacts me after seeing their grandparents in my family tree. My goal is to allow distant cousins to follow my links to the original documents and grow their own family tree. That's why I share my family tree on Ancestry.com and Geneanet.org.
I've also told some of my close cousins how to go to my tree on Geneanet and print out trees for themselves. Geneanet makes it so easy to create the printout you want. And the website is free.
You can also create a "book of life", like the ones on PBS's "Finding Your Roots" with Henry Louis Gates, Jr. I created one especially for my mom's first cousin on her 80th birthday. Plus, I filled an accordion folder with census pages and ship manifests for my ancestors.
Let your relatives know about your genealogy research. They may have documents to share with you. They'll contact you first when there's a new baby in the family. And they'll turn to you for answers once lost to time.
Take these five steps to heart. Build a thoughtful, well-documented, thorough family tree that will live beyond your lifetime.







