Showing posts with label Family Tree Maker. Show all posts
Showing posts with label Family Tree Maker. Show all posts

13 May 2025

A Mild Scrub for Your GEDCOM File

A GEDCOM file exported from Family Tree Maker isn't compliant with the GEDCOM standard. That's what a reader of this blog told me. That's a problem if you export a GEDCOM and want to import it into different software. You may lose some data.

After going through the article he sent me ("How to Scrub Your Data", by Keith Riggle), my eyes glazed over. But I decided to see which changes I'd like to make to my family tree in the spirit of following best practices.

Your GEDCOM file may need a little fine-tuning, but it doesn't have to be tough to do.
Protect your family tree file for the long haul by replacing outdated fact types.

As I looked into it, I discovered something new about the text editor I use every day—Notepad++. There's a plugin for use with GEDCOM files, of all things. It's called GedcomLexer, and it does a better job of displaying your GEDCOM file. To install it, I went to the Plugins menu and chose Plugins Admin. Then I selected GedcomLexer from the list.

Now all the 4-letter GEDCOM tags in my file are blue and bold. A person's ID number is maroon. Source and family numbers are orange. All other text is gray, with one exception. It displays what it calls a User Tag in bold magenta. The User Tags I see in my file include:

  • _LINK
  • _FREL
  • _MREL
  • _MILT

The initial underscore seems to be another way of showing that it isn't an official GEDCOM tag. The LINK tag happens when I add a URL in the Web address field of a source citation. I'm going to ignore that tag. I know my links work when I upload my GEDCOM to Geneanet.org. And in RootsMagic 8 they're displayed as Source comments or Detail comments. The article on data scrubbing suggests putting it in the source citation's notes. I have tens of thousands of source citations. No thanks.

The FREL and MREL tags also happen automatically. They're near the end of a GEDCOM where Family Tree Maker keeps track of family units. I can't find any online reference to them, but the word Natural comes after each one. They must mean Father's RELationship and Mother's RELationship. When I import my GEDCOM into other software, family relationships remain intact. Even an adopted relationship makes the transition. So I won't give anymore thought to FREL and MREL.

The MILT tag is the one that bothers me. First of all, the discontinued GEDCOM tag for Military Service is MILI, not MILT. I use this tag for military service dates. And I don't see any logical, GEDCOM-valid substitute. I checked my grandfather in RootsMagic 8 (a file created from a GEDCOM), and his military facts were intact. On Ancestry, everything's fine, but on Geneanet, all his military service dates are labeled Conscription! I'm not going to do anything about this one either.

Deciding What to Change

Let's keep this simple and choose a few easy-to-replace discontinued tags to edit. Here's how to begin:

  • Go to https://www.tamurajones.net/GEDCOMTags.xhtml and scroll way down to Overview Table.
  • Paying attention to the last column (labeled 5.5.5), look for familiar* GEDCOM tags marked with a red X. The X means they have discontinued this tag. The more common discontinued tags (you may find others that you use) include:
    • ARVL for arrival
    • DPRT for departure
    • EMPL for employment
    • SSN for Social Security Number
  • Make yourself a running list of the ones you'd like to change.
  • Export your GEDCOM file and open it in a text editor.
  • Search the file for discontinued tags.
  • In your family tree software, replace discontinued tags with approved tags.

*If you aren't at all familiar with 4-character GEDCOM tags, scroll through your GEDCOM file a bit. You'll see things repeated, like NAME, DATE, PLAC (for place), BIRT (for birth), DEAT (for death), RESI (for residence), SOUR (for source), etc.

It's a shame Family Tree Maker offers these discontinued fact types in its selection list. But going through this exercise should be enough to make us remember which ones not to use anymore.

Making the Changes

1. ARVL and DPRT. When I first started using Family Tree Maker, I noticed there were emigration and immigration fact types as well as departure and arrival fact types. I decided to use emigration and immigration for a person's first voyage, and departure and arrival for later trips.

Now I see they've discontinued ARVL and DPRT. In my GEDCOM file, instead of ARVL and DPRT, I have TYPE Arrival and TYPE Departure. Is this Family Tree Maker's method of handling the discontinued tags? I do have EMIG and IMMI tags. I'd prefer to go with them.

Family Tree Maker has an easy way to change every discontinued fact type all at once.
This long-overlooked feature in Family Tree Maker is just what I need for this GEDCOM cleanup.

What I'll do in my Family Tree Maker file is:

  • Go to a person with a Departure fact and select it in their Person tab.
  • On the right, beneath the person's profile image, click the Options button. Then choose Fact Data Options.
  • This opens a Departure Fact Data Options window. At the top, select "Show facts for All individuals". In my family tree, this covers 222 Departure facts.
  • Beneath the list of people, check the box for "Change selected facts to this fact type". Choose Emigration from the list, then click OK. Done!
  • Now choose an Arrival fact and follow the same steps, changing the fact type to Immigration.

That was so easy. The steps will be different if you don't use Family Tree Maker. I have a free copy of RootsMagic 8, and I can only change one instance of a fact data type at a time.

If your family tree software doesn't let you change every instance of a tag at once, you'll have to do it one at a time. Use your GEDCOM file to find each instance and scroll up a bit to find the person's name. Then make the change in your family tree software.

2. EMPL. I haven't used this tag, but if you have, you can change it from Employment (EMPL) to Occupation (OCCU).

3. SSN. In my early days, I recorded the Social Security Numbers of deceased relatives. This number is often included in a U.S. Social Security Death Index record.

I thought it would be handy if I needed to request more detailed information about that person. Take my grandfather's first wife, for example. Before I learned her maiden name, I thought about paying to see her Social Security application. Then I discovered her name when I found her passport application by using her birth date.

Soon after I started, there was an uproar over the publication of SSNs and the possibility for fraud. I decided to stop recording these numbers as a record type. I put them in the person's notes or skipped it from then on.

When I search my GEDCOM file for "SSN", I find only two SSN facts (for my grandfathers). There are also 4 mentions of "SSN" within a person's notes (that's fine). I'll go to my grandfathers in my Family Tree Maker file and move their numbers into their notes.


It came as a shock to me that Arrival, Departure, and Military aren't valid GEDCOM tags. As I said, I'm sticking with Military unless someone can suggest a better alternative. But from now on I'll always use Emigration and Immigration for all trips. Think about these trips in modern-day terms. You have to go through Customs and show your passport for an international trip. So EMIG and IMMI seem reasonable.

If you want to scrub your GEDCOM harder, see the related articles at the end of "How to Scrub Your Data".

06 May 2025

4-Tool Combo Solves a DNA Problem

I've been playing around with the chromosome browser on MyHeritage. In my DNA match list on MyHeritage, I have a woman, her father, and his mother. (They're all my AncestryDNA matches, too.) I know their roots are in the Italian hometown of my dad's family.

Their relationship to each another should look interesting on the chromosome browser. I compared them to myself and my dad and my 6th chromosome is where the action is! My dad and the woman and her father and her grandmother all intersect on two parts of my 6th chromosome.

Then I looked at my dad's DNA test. I added the 3 family members (but not myself) on his chromosome browser. I found that the 4 of them intersect on my dad's 6th and 11th chromosomes. That's a solid connection.

So here's the big question. Why does the grandmother show up in my Family Tree Maker file as "wife of 4th cousin 1x removed"? There was a ton of intermarriage in our shared ancestral hometown. So the grandmother and I have 27 different relationships in FTM, but none of them are by blood.

I've let this go unresolved for too long. It's time to bring in genealogy tools in addition to the chromosome browser.

When you see this on a chromosome browser, search for that common ancestor.
I knew they were related to each other. A chromosome browser tied them to Dad and me.

Tool #1: Family Tree Analyzer

A reader of this blog once told me that Family Tree Maker has a known flaw when it comes to relationships. There will be cases where it is wrong—particularly with more distant relationships. The reader suggested I defer to Family Tree Analyzer for the correct relationship.

So I opened my latest GEDCOM file in Family Tree Analyzer. I found the grandmother in the Individuals table. When I scrolled over to see the Relation to Root column, it said she's my 6th cousin once removed. Aha! So there is a true cousin connection.

Tool #2: Ancestry.com

I build my tree using Family Tree Maker and synchronize it with my tree on Ancestry.com. What a surprise to see that my Ancestry tree already knew she is my 6th cousin once removed. She's labeled as such on her profile page.

On that page I can click our relationship to see a list of generational steps from her to me.

Tool #3: Family Tree Maker

Back in Family Tree Maker, I followed those generational steps. I went from her to her father, grandfather, great grandmother, and up that paternal line until I saw it.

Way up the line, her 5th great grandparents had a yellow color code. (I use color-coding in FTM to identify my 4 grandparents' lines.) That tells me they are direct ancestors of my paternal grandfather. When I clicked their names, I saw that they are my 6th great grandparents. (Family Tree Analyzer agrees.)

Tool #4: Relationship Calculator

I wanted confirmation and to see my relationship to her son and granddaughter. (They each have more than one connection to me.) I opened my relationship calculator spreadsheet. First I went to the column for my 6th great grandparents. Then I went down that column to the row where my DNA match is this ancestor's 5th great grandchild. The column and row intersect at 6th cousin once removed.

The next 2 rows show my relationship to her son (7th cousin) and granddaughter (7th cousin once removed). Finally! I've known about these DNA matches for years without understanding our relationship.

Combining different genealogy tools can lead you to that elusive ancestor.
Multiple tools pointed to one relationship. Then my color-coded family tree brought it all together.

I did look at the Shared cM Project tool on DNA Painter to try to figure out my relationship to the grandmother. But there were too many possibilities. I also looked at the diagram of possible relationships diagram on MyHeritage. Our true relationship is too distant to show up there. Even when I compared her to my father's DNA test, it leaned toward a 3rd cousin relationship. (Thanks, endogamy.) The true relationship of 6th cousins was too far away to show.

As I mentioned, I'd already placed these 3 DNA matches in my family tree. I can take their lines back to my 8th great grandfather, born in 1671. But it always bothered me that the real picture of our relationship was hiding. Family Tree Maker does know that my 8th great grandfather is my DNA match's 7th great grandfather. But I would never have seen the true relationship without the help of other genealogy tools.

The truth is out there, as they say.

18 March 2025

3 Reasons to Build Your Family Tree Offline

You can find my massive family tree on Ancestry.com and on the free website Geneanet.org. But I don't build my tree online. Family Tree Maker is the only desktop genealogy program I've ever used, and I'm a devoted fan.

Building a tree on Ancestry can be fun, and I've done it for other people. It has some nice features, but when you're creating your legacy, you want to do your best work.

Here are 3 reasons it's better to build your family tree offline and then share your work online.

Be proud to be a family tree control freak. Here are 3 reasons to build your family tree offline.
Be proud to be a family tree control freak.

1. Full Control

Call me a control freak, but I want things done right. Using desktop software, I can see a list of all my existing:

  • Sources. You can look for duplicates, sources with no citations, and source titles that need an edit. Collections on Ancestry.com will have a title change if they contain more years than they did before.
  • Places. It's easy to see which ones aren't recognized by the software, and make global edits as needed.
  • Media. In one place, make sure each media item has a category, spot the ones you should crop, and see who's attached to what.
  • People. You can see a full list of all your people sorted by last name, first name, birth date, death date, or marriage date. Check the bottom of the list while it's sorted by birth date to see who you entered without a birth date.

I can add a color-code to one person and it will repeat that color for all their ancestors and descendants, if I choose. I've used color to make certain people recognizable instantly:

  • My 4 grandparents each have a unique color, and it's displayed for all their direct ancestors. This makes it clear which branch I'm viewing. It also shows where my paternal grandparents' lines cross (they were third cousins).
  • I have quite a few unrelated people in my tree. I added them to a Family Tree Maker filter so each one displays a red color-code. It's always a victory when a new discovery removes someone from the unrelated filter.
  • My maternal aunt's husband's line shares DNA with my father. Interesting! So I added my uncle's direct ancestors to a filter and gave them an orange color-code. I'm always on the lookout for anyone displaying orange and another color.
  • I placed all my DNA matches into a filter and they display a purple color-code. If new information makes a DNA match a cousin, I want to know right away.

Family Tree Maker gives a more complete view of everything in your family tree.

This Family Tree Maker feature can uncover surprises.
This Family Tree Maker feature can uncover surprises.

2. Fewer Mishaps

I can't count how many times I've seen online family trees displaying duplicate people. You may be looking into one person of interest to see what you can learn about her. You notice this tree has a second husband for her while you only have one. Then you click to see the second husband and find he's an accidental duplicate of the first husband. This happens too easily when you're building online. It's a big risk if you aren't very careful how you accept hints.

Let's say you're entering a new person into your Family Tree Maker file. He's the husband of a woman in your tree. You enter his name, then his birth date. But wait a second. Family Tree Maker sends you an alert. You already have a man with that exact birth date and the same or very similar name. It asks if you want to merge them.

This safeguard prevents errors before they happen.

3. Consistency

Having a consistent style in your work leads to a better product. Think of it as quality control for your family tree. The date format in my family tree is always the same. It's 18 Mar 2025—a two-digit day, three-letter month, four-digit year. My tree's description fields use the same wording to explain certain things. For instance:

  • Let's say a couple in your family tree has two babies with the exact same name. It's a safe assumption that baby #1 died before baby #2 was born. But there's no death record available for proof. My routine is to use a stock phrase beneath baby #1's approximate death date. Her sister of the same name was born on this date.
  • Sometimes I know a couple married on a certain date because it's written on their birth records. The marriage record itself isn't available. My routine for documenting the marriage date is to use one of these stock phrases:
    • From her birth record.
    • From his birth record.
    • From both their birth records.

Then I can use the birth record's source citation for the marriage date.

Family Tree Maker's predictive typing capability makes it easy to stay consistent. I begin typing the stock phrase, such as from her bi, from his bi, or from bo. Then I choose the correct phrase from the list of matching phrases found in my tree.

This also applies to addresses, and it's a huge help when entering a long address. Yes, Ancestry.com also shows you the similar addresses already in your tree. But it doesn't let you see all your addresses at once. There's no easy way to make corrections and overwrite incorrect versions.

My family tree has tens of thousands of baptism and marriage facts. They all include the name and full address of the church. I'd hate to have to type out "Chiesa di San Leonardo Abate, Via Roma, 6, Baselice, Benevento, Campania, Italy" over and over again. But I don't have to. All I have to type is chiesa di san l and the full address appears.

If you're serious about creating a valuable family tree, build it on your computer. Then you can export a GEDCOM file and share it online wherever you please. As an Ancestry.com and Family Tree Maker customer, I can synchronize my offline work with my online tree. I do this daily because I add so much to my tree each day. Then I upload my GEDCOM file to Geneanet.org, replacing my previous file with the latest and greatest.

Unsure about which family tree building software to use? Do a comparison using free trials or free software. I found that "Comparing Family Tree Programs Is an Eye Opener".

To learn more about why I love Family Tree Maker, see:

03 September 2024

6 Powerful Features of Family Tree Maker

I bought my first computer—an actual IBM PC—in 1985 and upgraded from DOS to Windows 3.0 in 1990. I remember how juvenile early software programs looked. My first version of Family Tree Maker had that 1990s look when I got it in 2002.

Today, Family Tree Maker has an excellent, robust user interface. (See "Comparing Family Tree Programs Is an Eye Opener".) Here's a look at 6 FTM features I've found to be a big help in building your family tree. If you're using another program, does it have all these features?

A computer monitor displays a large number 6.
Most family tree software programs have more features than you may realize. These 6 features of Family Tree Maker are genealogy game-changers.

1. Color Coding

I first used FTM's color-coding feature to distinguish the 4 main branches of my family tree. I went to each of my 4 grandparents and in one click, gave each one and all their direct ancestors a color. I made Grandpa Adamo and his ancestors green and Grandma Mary and her ancestors blue. I made Grandpa Pietro and his ancestors yellow and Grandma Lucy and her ancestors pink. My grandparents Pietro and Lucy were 3rd cousins. Their shared ancestors have both yellow and pink bars beneath their names.

These colors come in handy when I'm working on an individual whose relationship to me is unclear. When I view the person in FTM and see green, blue, yellow, or pink ancestors, I know exactly which ancestors we share.

For more ways to use color coding, see "Using Color to Understand Your Family's Last Names".

2. Filters

There are a few other groups for which I was using color coding. Then I realized there was a better way.

Family Tree Maker lets you create custom filters so you can display only a select group of people in your index. When your family tree gets pretty big, this can be a big help. What I didn't know at first is that you can assign a color code to everyone in a particular filter. You don't have to add the color to a person or family unit one at a time.

Here's why that's so helpful. I have 246 people in my family tree who have no direct relationship to me. Some share my Grandma Mary's last name, and they come from the same little town as her parents. But a lack of vital records means I can't figure out how we're related. At first I was color coding unrelated people in red. But if I discovered their connection, it was a bit tedious to remove the red color from the correct people. Now if new research turns them into relatives, I remove them from the Unrelated filter and the red color is gone.

In fact, I recently solved a mystery that turned 14 unrelated people into relatives. You never know when you'll find the answer to those unanswered questions. Now my Unrelated filter contains only 232 people.

I've also created filters for:

  • Everyone in my family tree with an Ahnentafel fact (more on Custom Facts in a moment). This restricts FTM's index to only my direct ancestors.
  • All the Italians I know emigrated to Brazil. This helps me connect to the many people in Brazil with my last name. This filter uses a blue color code.
  • All the DNA matches I've been able to place in my family tree. This filter uses a purple color code.
  • Actor Tony Danza's direct ancestors. (See "Apply Your Genealogy Superpower to Other Families".)
  • My Uncle Kenny's direct ancestors. He's my mother's sister's husband with roots in the same town as my father. I'm hoping to spot an ancestor overlap some day. This filter uses an orange color code.

To add a color to everyone in a filter, find Smart Filters in the lower left corner of FTM's Tree tab. Choose Manage Filters from the menu beside Smart Filters. Select the right filter and click a color. Done!

3. Custom Facts

When I learned about Ahnentafel numbers, I needed a way to add the right number to each ancestor in my family tree. FTM doesn't have an Ahnentafel fact, so I created it. (Discover the value of Ahnentafel numbers in "3 Things to Do with Ahnentafel Numbers".)

Over the years I've needed other custom facts, too. My husband's family is Japanese and from California. The U.S. government forced then into internment camps during World War II. There are documents for these people on Ancestry.com, so I needed a way to record dates and places. I created a custom fact called Internment. There's also at least one guy in my family tree with documents about his jail time. I created another Custom Fact called Imprisonment.

To find out how to add a custom fact in Family Tree Maker, see "How to Add or Delete Custom Facts in Your Family Tree".

4. Undocumented Facts Report

For months now, I've been creating source citations for the majority of people in my family tree. I knew this would be a huge task, so I started with the people who have no source citations at all.

Using Family Tree Analyzer, I generated a spreadsheet of people without source citations. I sorted the spreadsheet to put people with a blood relation to me at the top. They're my first priority. To find out how to create this spreadsheet, see "2 Keys to Tackling a Big Family Tree Project".

Working through everyone in this big spreadsheet is step one. Then I'll use a Family Tree Maker feature to see what I've missed. FTM has a report within the Source Reports category called Undocumented Facts. This will help me find people who have at least one source citation, but are missing others.

When the time comes, I'll export that report to Excel so I can again work on my closer relations first. I know there will be a lot of facts in that report that I'm not going to source:

  • I don't include a source for a person's sex. Unnecessary.
  • I can't cite a source for more recent events, like the birth of my niece's children, or even for my cousins' marriages.

I'll have to filter out and delete from the spreadsheet people whose facts I'm not going to cite. Meanwhile, I'll keep chipping away at the spreadsheet of "sourceless" people. I need to reduce the undocumented facts as much as I can before running that FTM report. Otherwise, with 81,492 people in my family tree, generating the report will take forever. In fact, I know it will. I'll have to generate the report in batches. I can choose one strategic person and run the report only on their extended family, not the entire tree. Mo' people, mo' problems.

5. Relationship Calculator

When someone writes to me because they found their ancestors in my family tree, I go right to this tool. FTM's Relationship Calculator gives me a clear understanding of a complex relationship.

When I heard from a man last week, I looked at his grandparents in my family tree. I used the Relationship Calculator to see who our common ancestors were. Then I turned to my relationship calculator spreadsheet (not part of FTM—I should have called it something else!) to see my relationship to the man who wrote to me. The spreadsheet says he's my 4th cousin once removed. And FTM's Relationship Calculator makes it clear who our shared ancestors are.

When you use the FTM tool, don't stop at the word description of your relationship. Click the View Relationship Chart button for a clear visual of the relationship. For an example of the Relationship Calculator tool in action, see "How to See Your Cousin Connections More Clearly". To download your own copy of the relationship calculator spreadsheet, see "Which Side the Cousin Falls On is Key".

6. Find and Replace

Anytime you use the find and replace feature of any software, you have to be careful. You may wind up changing part of a word, or even part of a name. Say I want to change an Italian man's occupation from "ferraro" to "ferraro (blackmith)". I must remember to make that change case sensitive. Otherwise anyone in my tree with the last name Ferraro will become ferraro (blackmith)!

The Find and Replace option is in the Edit menu of Family Tree Maker. I did use it to include English translations for the Italian occupations in my family tree. At least one of these changes went wrong. See "How to Handle Foreign Words in Your Family Tree" for other uses of Find and Replace.

You can restrict a Find and Replace operation by selecting or not selecting:

  • Match case (change ferraro, not Ferraro)
  • Find whole words only (don't change a word if it's part of another word)
  • Use wildcards (*?); this could be trouble, so use with care.

You can also tell FTM only to make a change if it finds the text in:

  • Facts
  • Media
  • Notes
  • Tasks
  • Sources

There's a final option of Places, but it's unavailable to me.

There have been a couple of times when I realized I was using the wrong spelling of a last name. For instance, I found the name Aucone in several old vital records, but I thought it said Ancone. I searched for the name in the Italian White Pages and the Cognomix website. Now I know Aucone is the correct spelling.

Before I do a find and replace, I have to think. Could another name in my family tree contain the same letters as Ancone? To be safe, I can select the Match case option to change all instances of Ancone to Aucone.


Sometimes you don't realize you need a software feature until you read about ways to use it. I hope this article encourages you to dig deeper and explore your family tree software.

23 May 2023

Make a To-Do List with FTM's Media Usage Report

When I told you I'd finished cleaning up all the source citations in my family tree, I left something out. I didn't want to get into it because it may not apply to many people. But there is something I should share with you.

I wound up with about 2,000 vital records attached to people but not to a source citation. Let's say Angelo Bianco has a birth record attached to him in my family tree. He has his name, birth and baptism dates, and his parents' names and ages. But somehow, there is no citation. All the information I need is there, but the last step remains undone. I don't know how this happened.

I started to fix them by paging through all the vital records in the Media tab of Family Tree Maker. I have 8,533 vital records! I was looking for those attached to a person but missing a citation. When I found one, I'd go to the person and create the source citation. But I had no clue how many of these there were.

After doing that for a couple of days, I wondered if there was a better way. There is. It's called the Media Usage Report. To find it in Family Tree Maker, go to the Publish tab and choose Media Reports under Publication Types. You'll see the Media Usage Report. Click the Create Report button and you'll see a bunch of options you can change.

FTM's Media Usage Report helped me find and fix a long list of missing citations in my family tree.
FTM's Media Usage Report helped me find and fix a long list of missing citations in my family tree.

By the way, I opened my tree in RootsMagic 8, complete with media items, and it has nothing like this report. You can view media items one at a time, but you can't even double click to go to the person or citation attached to it. I'd never looked at FTM's Media Usage Report before, and it turns out to have some great uses.

In my case, all the images missing a citation use an obsolete URL from the Antenati website. (See "How to Make the Best of the New Antenati Website.") I wanted to be able to see the description for each image because it contains the obsolete URL. Here's what I did to create my Media Usage Report:

  • Select All individuals in the Individuals to include section.
  • Select Show description in the Items to include section.
  • Select Show person media in the Filter media by section.

To save a report, click the Share button in the top right corner of FTM and export to the format of your choice. I chose to export to CSV to create a spreadsheet. That way, I can simply delete each entry once it's fixed. And now I can do a search in Excel to count how many obsolete Antenati URLs I need to update. I can see my progress and estimate how long it'll take me to finish.

Here are some other Media Usage Report options that may suit your needs.

Options in the "Items to include" section:

  • To include media items you've marked private, be sure to select Include private media. I made all my photographs private to keep them off of Ancestry.com. They won't show up in my report unless I make this selection.
  • To find media that's missing a date, select Show date. I always put the date of the document in the image's details. If I forget, I'll see the file's creation timestamp instead of a proper date.
  • To find media that's missing a category, select Show categories. It's helpful to assign a category to your media so you can find the one you need fast. FTM comes with several built-in categories, but you can create your own, too.
  • If you keep details in the image's Notes field (not the Description field), select Show notes to see them.

Options in the "Filter media by" section:

  • Once upon a time, I was attaching media to a fact, rather than to the citation attached to a fact. I thought that was what I needed to do. Selecting Show fact media lets me find those and fix them. (See the image to better understand.)
    When I discovered I could add a media item directly to a fact, I did. But attaching them to the citation is much better.
    When I discovered I could add a media item directly to a fact, I did. But attaching them to the citation is much better.
  • Show person media displays all the media in your family tree that's attached to anyone. This is the most important choice to make.
  • To find media that isn't attached to anyone, select Show unlinked media. If you save this report, you can work through them and either attach or delete them from your family tree.

For me, choosing to show source, citation, and relationship media shows nothing. Try them and see if you have any results.

Before closing my FTM file, I exported a GEDCOM file with media links. I opened that file in Family Tree Analyzer, and I didn't see any report that makes use of media. But I did find an unusual error in my tree. When I looked at a list of all the occupations in my tree, I found 11 blank occupations. That meant I'd created an occupation fact, but forgot to enter the occupation itself. I fixed them one-by-one in my tree. Three of them were actually death dates recorded as occupation facts. What happened there?

You never know what you'll find while doing quality assurance on your family tree. That's why you've go to do it!

28 February 2023

Exploring a New Feature You Didn't Know You Need

Last week I discussed using the Manage Facts feature of Family Tree Maker to add or remove custom facts. (See "How to Add or Delete Custom Facts in Your Family Tree.") That led me to explore what else is hiding in that Edit menu.

You may have received an email from Family Tree Maker about a free update recently. In the email they highlighted new capabilities in the Manage Relationships tool. (You can read a list of all that's new in FTM 24.2.)

Fix Broken Relationships

They said you may find couples in your family tree listed with an Unknown relationship. And it's through no fault of your own. I decided to test out this new feature. Here's how you can do it:

  • Open your tree in FTM, click the Edit menu, and choose Manage Relationships toward the bottom of the list.
  • In the Manage Relationships window, the Show relationships menu defaults to Spouse.
  • Click Spouse, then click Couple to open up a list of choices.
  • The 2 choices that should interest you the most are Unknown and Unknown with a Marriage fact. Start by clicking Unknown.
  • You'll see a list of every couple in your tree with an Unknown marriage status.
  • You can choose to Select All or you can click each person you know should have a Spouse relationship.
  • Once you've made your selections, you can change them all to Spouse at once. First make sure that at the bottom you see Change selected relationships to this type: Spouse. Then click the Apply button and it's done.
This new feature fixes a hidden family tree problem quickly and easily.
This new feature fixes a hidden family tree problem quickly and easily.

I realized as I looked through my list of names that some of the couples should say divorced. Make note of their names because you must change them to Spouse before you can mark them as divorced. (To change their status to divorced, go to an individual's Person tab, look at the Relationships view, and change Spouse - Ongoing to Spouse - Divorced.)

Next, follow the same steps, but choose Unknown with a Marriage fact in the Spouse > Couple list. In my results list, I saw some divorced couples. I had to make note of them, set their relationship to Spouse, then visit each couple to mark them as Spouse - Divorced.

There's a good chance these errors happened while synchronizing your FTM tree with Ancestry.

Manage Even More

Back on the FTM Edit menu, choose Manage Repositories near the bottom. Here you can add, edit, replace, or delete the repositories you created to use with your source citations. Click the Usage button for any repository to see its usage. You'll see a list of how many times it's used—no other details.

You know how to get around in your family tree software. But you can always use a shortcut.
You know how to get around in your family tree software. But you can always use a shortcut.

In my case, I found one repository that I'm not using anymore. The Usage button confirmed that it's not in use in my tree, so I deleted it.

The same is true if you choose Manage Sources. But I find it easier to manage your sources from the Sources tab at the top of the FTM window.

One other interesting feature I found on the Edit menu is Edit Person. First navigate to any person of interest. Try clicking the Home button and choosing yourself. Click Edit > Edit Person (or the shortcut, the F3 key). A single window gives you quick access to every fact, note, and media item you've attached to that person.

This is a nice way to view a timeline for the person. Yes, you can see this timeline on any individual's Person tab. But if you need to confirm something quickly, the Edit Person (F3) option is a time saver. Maybe you're wondering if you added a citation to your 2nd great grandmother's 1920 census facts. You'll see that in this window. And you can edit any fact right there in the window.

Finally, the Edit menu has a Find Duplicate People option. I gave up on this after a few moments because my tree has 57,136 people, and far too many of them have the same name. But it may prove useful for you.

If you've been wondering about any other menu option in Family Tree Maker, I highly recommend the Facebook group Family Tree Maker Users. Administrator Nanci Crisp is a marvel. She has created a series of illustrated tutorials explaining absolutely everything to you. Once you've joined the group, click the Guides tab to see all the tutorials.

If you're using another type of family tree software, be sure to check Facebook for a user group. I bet you'll find that someone else has already asked your question and gotten the solution.

21 February 2023

How to Add or Delete Custom Facts in Your Family Tree

I'm still busy making every source citation in my family tree complete and consistent. (See "Take the Time to Improve the Sources in Your Family Tree.") It's been so rewarding! Revisiting the documents and families tied to each citation shows me where I need more research. Sometimes it reminds me of past discoveries or problems.

One citation I reviewed was unique for my family tree. I realized I had a decision to make. I needed a custom fact type to handle a convict in the family.

You can create your own custom fact types in 3 steps with FamilyTree Maker. Your software should have this option, too.
You can create your own custom fact types in 3 steps with FamilyTree Maker. Your software should have this option, too.

This one citation covered 3 images and facts belonging to a man name Frank. Frank's brother married my husband's aunt, and I'd forgotten about my past discovery. Frank committed an unspeakable crime and was sentenced to 7 years in prison.

  • He went to San Quentin State Prison on 18 June 1942 at the age of 21.
  • He was transferred to the prison in Chino, California, a year later.
  • He was released on 18 March 1947 with parole.

How would you enter these dates in your family tree? It seems I assigned these dates to a fact type I made up—Internment. But that custom fact type is for Japanese family members the U.S. shipped off to the middle of nowhere during World War II.

I needed another fact type for Frank, so I created one called Imprisonment. Right now, only Frank uses this fact type, but I'm still reviewing my family tree.

Identifying Custom Fact Types

I wondered if I'd used Internment for other non-internment facts. To find out, I exported a new GEDCOM file and opened it with Family Tree Analyzer (FTA). On the Main Lists tab of FTA, I clicked the Custom Facts tab.

FTA showed me 7 custom fact types used in my tree:

  • Ahnentafel—I think this fact type should be part of the GEDCOM standard. I use it to identify all my direct ancestors.
  • AKA (Also Known As)—for entering nicknames. This is standard in Family Tree Maker, but FTA doesn't recognize it.
  • Event—this is so generic. Too generic.
  • Imprisonment
  • Internment
  • Passport Application
  • Visa—some ship manifests include facts about travel visas.

While looking at this table in FTA, you can double-click any row to see who is using this fact type.

Don't know if you have any custom fact types in your tree? Use Family Tree Analyzer to spot them.
Don't know if you have any custom fact types in your tree? Use Family Tree Analyzer to spot them.

I had one person using a fact type called Event. What the heck was that? I double-clicked the row to see the name, then I went to the person in my tree. Ironically, the Event was another man's prison stay. I guess I've struggled with how to categorize jail facts before. I switched this fact type from Event to Imprisonment.

There were 6 people with a custom fact type of Visa. Were these all visa applications for travelers? I double-clicked the Visa row, saw the names, and checked them out in my tree. Each one was a tiny entry pulled from a ship manifest. Obviously I don't add this fact to my tree routinely since there are only 6. But I'll leave them there in case these documents become available some day.

The 2 Passport Application facts were appropriate, but I know I have more than 2 passport applications. I'll bet I forgot I created a custom fact type for them!

The fact type that interests me most is the 35 people using the custom AKA fact type. I don't want to use AKA anymore. I've already started using a different style of recording name variations.

If they call someone by a different name on one census, I note it in the description field of their Residence fact for that year. My Aunt Elsie is a good example. I knew her all my life. I'm the baby she's holding in her profile photo in my tree. It came as a big surprise to discover her given name wasn't Elsie. It was Agnes! She's first called Elsie in the 1940 census, so that's where I've placed the name Elsie. It's in the description field of her 1940 Residence fact: "She is called Elsie."

Want to change how you record certain facts? Family Tree Maker can show you exactly where to find them.
Want to change how you record certain facts? Family Tree Maker can show you exactly where to find them.

I've reviewed my 35 uses of the AKA fact type and dealt with them all in the proper description field.

This is what's nice about reviewing all your citations at once. You can bring every fact you've ever added to your tree up to your current standards.

Add or Delete Custom Fact Types

To add a new fact type in Family Tree Maker:

  • Click the Edit menu and choose Manage Facts.
  • In the Manage Facts window, click New to create a new fact type.
  • Type in a descriptive fact label so you'll understand what it is. The program will create its short label and 3-letter abbreviation automatically.
  • Choose whether to share the fact (like a marriage fact), or give it only to an individual.
  • Choose what you intend to fill in. Do you want to have a date and place or only a description? You can even make this fact private by default.
  • Click OK.

Now when you want to use this type of fact, you'll find it in the Add fact drop-down menu.

To delete an unused custom fact type in Family Tree Maker:

  • Click the Edit menu and choose Manage Facts.
  • In the Manage Facts window, select the fact type and click the Delete button.
  • Click Yes to confirm, and the fact type is gone.

Uh oh. I'm seeing something for the first time in the Manage Facts window. You can select any fact type, click the Data Options button, and see a list of every fact you've assigned to that fact type. To my surprise, this method finds another 36 people using AKA. I need to update them with my new style.

As I was writing this article, Family Tree Maker released a free update affecting the Manage Relationships option on the Edit menu. (Find out everything new in this version 24.1 release.) I haven't explored any of the Manage options before because I had the wrong idea of what they were. Now I know what to write about next week.

31 January 2023

Take the Time to Improve the Sources in Your Family Tree

Last week I had to swear off synchronizing my Family Tree Maker file with my tree on Ancestry. (See "A Major Family Tree Change to Fix an Ongoing Problem.") Too many failed syncs made it impossible to go on. In facts, those failed syncs did more damage to my desktop tree than I knew. I'm determined to see this as an opportunity to improve my family tree.

During my corporate life, I always hated when a boss would call a pain-in-the-butt project an "opportunity." An opportunity to improve our website. An opportunity to improve our support for the sales team. It wasn't an opportunity for workers like me who had countless hours of grunt work ahead of us. You can't sugar-coat that burden.

Yet here I am calling this problem an opportunity to improve the source citations in my family tree.

Failed syncs of my Family Tree Maker file left me with tons of splintered and unlinked source citations.
Failed syncs of my Family Tree Maker file left me with tons of splintered and unlinked source citations.

There were 2 things I now know happened to my desktop tree with each failed sync:

  1. My tree no longer recognized some addresses. This was plain to see and easy enough to fix. I viewed each bad address in the Places tab of Family Tree Maker and made a few clicks. If you use FTM, see the company's instructions for standardizing locations.
  2. My tree split my shared source citations into a bunch of identical citations. That's because an Ancestry tree sees each citation differently than FTM. Many citations weren't linked to anyone at all. These may be leftovers from people I deleted without first deleting their citations. Thousands of duplicate citations were increasing my tree's file size dramatically.

I've had a project on my radar to update citations for documents found on the Italian Antenati portal. The links in my old citations don't work anymore because of a huge change to the Antenati website. Spelling out the town, year, and document number would make each record findable—even if that website changes the links again. But it's a huge task.

Develop a Format and Stick to It

When I saw the mess my U.S., Canada, and U.K. source citations were in, I knew what I had to do. It was time to improve my oldest citations and make them match my current style.

For example, I'm looking at the 1920 U.S. Federal Census document image for my husband's ancestor. These days I like to add a ton of detail to the document image's description. But this early find says only:

lines 48-50; Honolulu City, Honolulu, Oahu, Hawaii, enumeration district 45, sheet 11B; image 22 of 138
https://www.ancestry.com/interactive/6061/4442141_01017/114577201

That's pretty helpful, but my newer format is better. The citation should say this:

lines 48-50; 1920 United States Federal Census; Hawaii Territory > Honolulu > Honolulu > District 0045; Honolulu City, Honolulu, Oahu, Hawaii, enumeration district 45, sheet 11B; image 22 of 138

https://www.ancestry.com/discoveryui-content/view/114577201:6061

Source Citation:
Year: 1920; Census Place: Honolulu, Honolulu, Hawaii Territory; Roll: T625_2036; Page: 11B; Enumeration District: 45

Source Information:
Ancestry.com. 1920 United States Federal Census [database on-line]. Provo, UT, USA: Ancestry.com Operations, Inc., 2010. Images reproduced by FamilySearch.

Original data: Fourteenth Census of the United States, 1920. (NARA microfilm publication T625, 2076 rolls). Records of the Bureau of the Census, Record Group 29. National Archives, Washington, D.C.

To be clear, I'm putting that extra long citation into the properties of a document image. When I drag the image into FTM, all that info comes along for the ride. Then I use everything from the URL down to populate the source citation for this document's facts. Let me dissect that format so you can follow my logic.

  • lines 48-50 — This tells me and anyone who sees my copy of this document on Ancestry where to look on the page. This goes for ship manifests, too.
  • 1920 United States Federal Census — This is the name of the record collection that has this document.
  • Hawaii Territory > Honolulu > Honolulu > District 0045 — When you look at the document on Ancestry, this is the detail shown at the top of the screen.
  • Honolulu City, Honolulu, Oahu, Hawaii, enumeration district 45, sheet 11B — These details can help locate this document on or off Ancestry.
  • image 22 of 138 — This tells you exactly which image to go to in the collection on Ancestry.
  • https://www.ancestry.com/discoveryui-content/view/114577201:6061 — The URL points to this record (not the document image) on Ancestry. This URL also contains the Source Citation and Source Information I add beneath the URL. I used to link to the image on Ancestry.com. But it's more useful to link to the record page.

This style includes enough detail so anyone can find the image—even without a link or an Ancestry account. And I attach the image to the Media tab of the citation itself. That's something I didn't know was possible until a few years ago.

Once I finish a citation, I copy and paste it to each family member in the census. And I can delete the duplicate copies each failed sync generated.

How to Check All Your Source Citations

I started this process by looking at the Sources tab in Family Tree Maker. There's a long list of all my sources on the left, in alpha-numeric order. Each one contains lots and lots of citations I can improve and share with each family member. In the end I'll have a neat, perfect list of citations with no duplicates.

As long as there's a mess to clean up, why not make the source citations in my family tree live up to my standards?
As long as there's a mess to clean up, why not make the source citations in my family tree live up to my standards?

Each time I delete a ton of duplicate or unlinked citations, my tree's file size gets smaller. Amazingly, my FTM file went from 4 gigabytes on my failing laptop to 360 megabytes on my new computer. I'm still in shock.

I look forward to uploading my improved, streamlined GEDCOM file to Geneanet.org. I'll overwrite the version that's there, rather than synchronize it. I want anyone who sees that tree to find usable links to every bit of evidence I have for a person.

Once I finish my long list of U.S., Canada, and U.K. citations, I'll figure out how to tackle those obsolete Antenati citations.

Even if you haven't suffered damage to your family tree, revisiting your earliest citations is worthwhile. Have a look at them and see how many you're happy with. Bringing them all up to your standard will fortify your family tree.

24 January 2023

A Major Family Tree Change to Fix an Ongoing Problem

After 2 gigantic genealogy headaches, I've decided to quit stressing and change course. Genealogy Headache #1 is about this blog.

Trying to Cater to Everyone

A day or two before last week's article, I changed the blog's design. Why? Because it wasn't working well on mobile devices. The moment I published, I knew I had a big problem. The new design was missing important elements that I needed back.

Immediately after publishing (6 a.m. New York time), I searched for a new design. I made changes on the fly, possibly disrupting my readers. I do apologize for that. Since then I've been working my way through my 543 blog articles to make all the images work well on mobile devices. They're all finished now.

It's all been a nightmare, during which I had to settle into a new computer. And that brings me to Genealogy Headache #2.

Hitting the Limits of Technology

Last March I bought a new laptop because my 5-year-old one was threatening to die. But the new one turned out to be under-powered. It was OK (not great) for most things. But it was the worst for running Family Tree Maker. This month I stopped making excuses for its bad behavior. I demoted it to my "travel laptop" and bought a high-powered tower computer.

It took hours to get situated—transferring files, re-installing some programs, adjusting preferences. Once it was all ready, I ran Family Tree Maker and made a couple of changes. It behaved wonderfully. I closed it and the automatic backup happened in a fifth of the time it used to take. Finally I was ready to try to sync my file with my Ancestry tree.

Each step of the sync process was going amazingly fast! I was holding my breath in anticipation. And then…it failed. Worse, it told me my file was corrupt and not repairable. That meant I'd have to download my tree from Ancestry, fix it in Family Tree Maker, and try again.

This happened to me about 3 years ago (according to my old blog articles). Downloading the tree from Ancestry undid all my carefully crafted source citations. I don't want to do that again! I've put up with all this because only Ancestry lets you change your tree offline and synchronize it online. Plus, Ancestry has the best user interface for displaying a tree. Hands down.

Another Approach to Sharing a Family Tree

The reason I'm so keen to share my constantly-updated family tree is distant cousins. My tree is a treasure for anyone with ancestors from my ancestors' towns in Italy. My tree on Ancestry has 57,096 people. At least 53,000 are from a small area of Italy, and they date back to the late 1600s.

Now I've got a new idea. I'll let my Ancestry tree and DNA tests continue to attract distant cousins. But what if I put my tree on another website and swap out the old GEDCOM for a new one every few months? Forget all that stress from failed syncs!

Problem: How to display my family tree without letting anyone change it AND update the entire file anytime I like.
Problem: How to display my family tree without letting anyone change it AND update the entire file anytime I like.

After weighing the options, I'm going with Geneanet.org. With a free membership, I can upload a GEDCOM, and after I've made a lot of updates, I can re-upload a GEDCOM. I'm not uploading documents, but I've got them all here. If someone contacts me about their branch, I'm more than happy to share every bit of my research.

I chose Geneanet based on these important features:

  1. No one else can edit my tree! That's paramount.
  2. I don't have to build my tree on their site; I can upload a GEDCOM.
  3. I can upload a new GEDCOM later and overwrite the current family tree.
  4. I can share my updated tree with whomever I want.

Geneanet happens to be free, but that wasn't a top priority. You can pay a very reasonable price for a premium subscription, but I don't need what it offers.

Now I can go hog-wild editing my Family Tree Maker file without worrying about the next failed sync. I'm sure many of you are happy with your methods. Perhaps:

  • your family tree is small enough that an Ancestry sync never fails
  • you'd rather die than pay Ancestry a dollar when FamilySearch is free
  • you don't want to share anything online because "that's how they get ya!"
  • you don't mind letting any jamoke with web access rewrite your research.

I'm going to enjoy using Family Tree Maker with my new computer's speed. I'll keep on adding everyone from my ancestral towns who fits. I'll ignore my tree on Ancestry until someone writes to me and wants to know more. And hopefully Google will stop emailing me about my blog's mobile issues.

While I didn't upload my documents to Geneanet, I'm thrilled to see it makes all my sources available as proof.
While I didn't upload my documents to Geneanet, I'm thrilled to see it makes all my sources available as proof.