5 Steps to Start Building Your Family Tree

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.

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.

A reader of this blog highly recommends Family Historian, currently in version 7. I've never heard of this product, but it's worth a look; for Windows users only. There is a free trial. Note: The link is to a UK website, but I'm seeing the price in U.S. dollars.

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.

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:

1. The title of the record holding this information. For instance, 1910 U.S. Federal Census.
2. Where you found it. For instance, a record from the 1910 United States Federal Census collection at this URL.
3. 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.

3 Principles for Building and Sharing Your Family Tree

Where do you build your tree? On your computer? On a website? Both? Please tell me it isn't on paper only.

I believe I lucked into the best situation. My husband gave me the Family Tree Maker computer software program for my birthday in 2002. When my tree was small, I'd duplicate my work on Ancestry.com, adding people and attaching documents. It was a tedious process, and my online tree was never fully up to date. But I wanted people to be able to find it.

Years later Ancestry wised up. They made it so you could synchronize your Family Tree Maker tree with your online tree. (They owned the FTM program at that time.)

Then I came to realize these 3 principles for building and sharing your family tree.

Principle #1: Share Your Family Tree

If you share your work, think of all the distant cousins you may help.

For years I've been able to build my desktop tree and sync it with the tree I display on Ancestry.com.

My enormous online tree is what my DNA matches see. It's how distantly related strangers find their ancestors in my tree. Having a good online tree is critical to connecting with relatives and learning more about your ancestors.

There's a man whose family comes from the same small Italian town as my 2nd great grandmother. Because he found my tree online, he wrote to me. He continues to send me links to documents for people in my tree. Together we're building the families of Santa Paolina, and looking for our own relationship.

If you don't put your research online, you won't have these unexpected collaborations.

Principle #2: Control Your Family Tree

If you let anyone edit your family tree research, much of your work may be wasted.

I built a small tree on Ancestry for my friend once. At first I liked the experience. It was easy to add people and link to their documents as sources.

Then things got a bit screwy. I've seen this on other people's trees, and now I know isn't their fault. It's all too easy for a person to become duplicated. Then you have multiple lines connecting husbands and wives. Maybe one child belongs to one man and the other kids belong to the duplicate man.

I'm embarrassed by that tree. It looks as if I made a newbie mistake.

That's why I love the extraordinary control I have over my family tree in my desktop software. I can, for example, change an address in one place and see the change everywhere I've used it. This happened with a street name in my grandfather's town. In old documents, the street name looks like Costapagliaia. That's fun to say. It ends in ya-ya.

But a distant cousin from the town told me I had the second-to-last letter wrong. It's Costapagliara. And I confirmed that spelling in a book I bought about the town.

Thankfully, in Family Tree Maker, I can change the spelling in one place, and the correction reaches every usage. On Ancestry, each use of the address is stored separately.

I need complete control of my own family tree. Don't you?

Principle #3: Own Your Family Tree

Put your name on there because you're proud of the fine research you've done.

That brings me to the idea of shared, one-world family trees. It's a nice concept, to connect the whole world. But are you going to trust that every wannabe genealogist out there isn't going to ruin your work?

FamilySearch.org has a shared tree concept. I see people complaining about it all the time. Someone messed up their tree, and now they have to go put back all the correct facts. That's crazy.

I uploaded my tree to Geni.com once. Big mistake. I can't even delete the thing! I get emails from people wanting me to update individuals in my tree. Unfortunately, at that time, I had about 600 people from my sister-in-law's tree in my own. I'm never going to do any more work on that branch.

I wanted to delete the branch, but I'd have to do it one person at a time. And other Geni users have staked a claim to some of them. Now, whenever someone asks me about that branch, I let them take over management of the person. It's like, "Here! Go on and leave me out of it."

I deleted my sister-in-law's family from my desktop/Ancestry tree. I exported them to a separate tree, just for her.

My family tree is the grandest, most detailed thing I've ever created. I won't allow anyone to mess that up. I am the master of my family tree research. I will maintain full control of my nearly 26,000 people. And I will share my uneditable tree for the benefit of others.

Do you care about your genealogy research, but won't pay for an Ancestry subscription? Get a limited subscription when it's on sale. Upload your tree to benefit yourself and others. For me, it's well worth the full subscription.

Your work is too important to:

• keep it to yourself. Let the world see and benefit from your research.
• let a website mess it up. Use a computer program for full control.
• let other people mess it up. Prevent others from altering your family tree.

Wouldn't you agree?

Comparing Family Tree Programs Is an Eye Opener

Want to appreciate your family tree software? Check out the competition.

Have you ever considered changing your family tree software program? I've used Family Tree Maker since 2002 when I began this obsessive hobby. Industry-leading software tends to have the best programmers and the biggest budget. I have no problem paying for an update every few years. Even if I were on a tight budget, I'm sure I could cut back on something else to scrounge up $50 or $80.

Blog reader Nancy C. sent me her list comparing the features of several family tree programs. I'll admit I've thought about having a look at other programs. And now I want to see why she loves the Family Group Sheet feature in Legacy 9.0. You can download the free standard edition of Legacy 8. I don't know how different Legacy 9 may be.

I installed the program and fed it a brand new GEDCOM file with 23,305 individuals. It is taking forever to load.

My first impression is that Legacy has a 1980s low-budget look and feel. I'm hating every second of this experience. Isn't is funny how we get so used to our preferred software that everything else is impossible to figure out?

As a computer pro, I know a bad software interface when I see it.

I'm finding that most features are not available in the free version of Legacy. When I'm viewing one family, it lists the children in no apparent order. I found a File Maintenance option called Set File Sorting Order. Maybe that will put the children in age order. Nope. I don't know what that did, but it didn't fix the completely random order of the children.

I did find one report I like that I've never seen in Family Tree Maker. It's a timeline of the ancestors of whichever individual you choose. The chart is a grid showing the lifespan of each of the person's ancestors. You can see how their lives overlap. If you don't know when a person died, you have the option of keeping or changing the default 70-year lifespan. People with an estimated birth or death date have a dotted line.

One feature I liked in Legacy 8 is this timeline chart.

It's interesting to see which of my ancestors had very short lives. I'm also seeing a lot of dates that don't make sense. Like parents who weren't old enough when their child was born. I'll have to check these people in my tree and see what the problem is. Did I make a mistake, or is this chart using an estimated date that doesn't make sense?

You don't know how good or bad your software is until you look at another program.

Since I truly despise what I have seen of this software, let me tell you about some of the Family Tree Maker features I love.

• The index with a search box at the top, various sort options, and custom filters, lets me find anyone in a heartbeat.
• The tree view lets me see a few generations at once.
• Color-coding makes my direct ancestors (and which line they belong to) immediately visible.
• The side panel for any given person holds a lot of information and is customizable.
• A new feature of the Notes, Media, and Sources tabs lets me know how many items are there before I click to see what they are.

I'd love to be a great programmer and create the ultimate family tree software. But I can't think of anything better or more useful than Family Tree Maker and the tree view on Ancestry.com. Please share in the comments section below why you love your family tree software. See if you can persuade me.

Which Genealogy Apps Are Right for You?

With the right apps, that computer in your pocket can be the ultimate genealogy tool.

The first time I went on a genealogy research trip, I brought a stack of papers and a notebook. I couldn't bring my family tree with me. I wouldn't dare bring my expensive laptop computer on the New York City subway!

That was before I had the computer-in-my-pocket we call an iPhone. With the abundance of free apps for iOS and Android cellphones, there's no reason you can't take it with you.

Say you're visiting a cousin who's never seen a photo of your shared great grandmother. Pull out your phone, open your tree, and there's great grandma. Then you cousin takes out her collection of family wedding portraits. Pull out your phone, open your scanner app, and take a digital copy of the photos with you.

Here are some of the top-of-the-line genealogy apps for you to try. They're all free. Only the Ancestry and Ancestry Academy apps require an Ancestry.com login.

Whichever genealogy websites you like to use, there's an app for that.

Family Tree Apps

These apps deliver your web-based family tree in a mobile-friendly format. Choose the app that applies to you. My tree is on Ancestry.com, so I have the Ancestry app.

You'll have access to everyone in your tree with every fact and document you've attached to them. It's ideal for taking your entire tree with you, in your pocket.

I had my tree loaded in the Ancestry app before I went to a family wake recently. With the tree loaded, there was no waiting and no data usage. I had it ready when distant cousins were curious about everyone's relationship.

• Ancestry (iOS version, Android version)
• FamilySearch Tree (iOS version, Android version)
• Find My Past (iOS version, Android version)
• MyHeritage Family Tree (iOS version, Android version)
• RootsMagic (iOS version, Android version)

Two views of my family tree in the Ancestry app.

Cemetery Apps

You can use cemetery apps in two main ways. First, imagine you're in a cemetery where you think your ancestor is buried. But you don't know which section or row they're in. You might find that information in a cemetery app.

Next, imagine you're in a generous mood on a nice day. You want to snap some photos in a cemetery and upload them for relatives to find. You can see which photos people need, and if a grave has been photographed already.

• BillionGraves (iOS version, Android version)
• Find A Grave (iOS version, Android version)

The Find A Grave app shows you where the closest cemeteries are.

Digitizing Apps

How many times has someone taken a cellphone picture of a photograph in a frame and sent it to you? You're grateful, but the photo is crooked, the frame is leaning backwards, and the faces look distorted. Don't do this to someone you love.

You can avoid taking crooked photos. With Cam Scanner, I've photographed a wrinkled, discolored sheet of paper and output a clean, perfect image. These apps are smart enough to find the edges and make intelligent corrections.

• Cam Scanner (iOS version, Android version)
• PhotoScan by Google Photos (iOS version, Android version)

Education Apps

There's always more to learn about genealogy. There are new perspectives, great advice, and step-by-step procedures.

For Ancestry.com subscribers, Ancestry Academy videos are free. Watch them wherever and whenever it's convenient for you. Brush up on the basics of genealogy research, or try out a new method for analyzing your DNA results.

If you don't subscribe to Ancestry, fear not. The Ancestry channel on YouTube is free. It offers tons of inspirational, helpful, and eye-opening content. I enjoy watching videos from Crista Cowan, aka the Barefoot Genealogist. She works for Ancestry, but her focus is on genealogy. So don't ignore their channel if you don't use Ancestry.com.

You'll find YouTube channels for MyHeritage, FamilyTreeDNA, FamilySearch, experts like Amy Johnson Crow, and many more. When you find a channel you like, subscribe to it. It's like putting something in your Favorites list. Now you'll find those videos more easily.

Watching genealogy videos keeps your head in the game when you're on the train, having lunch at your desk, or waiting at the doctor's office.

• Ancestry Academy (iOS version, Android version)
• YouTube (iOS version, Android version)

Genealogy doesn't have to keep you tied to your desk. Take it out into the world and share your family tree.

And speaking of helpful freebies:

• Let YouTube Tell You What You Don't Know
• Why You Should Be Using the Free Family Tree Analyzer
• 7 Free Resources for Frugal But Fanatical Genealogist

It's Time to Make Your Family Tree Clear and Consistent

How can you find and fix genealogy inconsistencies? And which style should you choose? Read on.

Have you always recorded facts in your family tree in the same way? Or did you do it one way when you first started, and figure out a better way later?

Being consistent is important to the long-term future of your precious genealogy research. If you leave behind an inconsistent family tree, your work will cause more questions than answers.

It can be hard to stick to a format when you can't work on your tree that often. Make some style decisions now, and you can continue creating your lasting legacy.

Three Examples of Choosing Consistency

1. Fact Types

Recording a deceased relative's Social Security Number can be helpful. Say you find a document for a person with the same name, but a different SSN. That number can prove a document does or doesn't belong to your relative.

I wasn't consistent when I started this hobby. Sometimes I used the SOCIAL SECURITY NUMBER fact in Family Tree Maker, and sometimes I used the SSN ISSUED fact. But the SOCIAL SECURITY NUMBER fact makes more sense. You can record the number as well as the date and place where it was issued.

Yesterday, I:

• located each SSN ISSUED fact in my tree
• added the date and place to the SOCIAL SECURITY NUMBER fact
• deleted the SSN ISSUED fact.

2. Immigration Details

The first records I collected for my family tree were ship manifests. Nearly every one of my ancestors passed through Ellis Island. Recording all these immigration facts is very important to my family history.

At first I used only the IMMIGRATION fact type, recording the date and place of arrival with a note about the ship name. Then I realized I could record the date they left Italy, too. That's written on the manifest.

But I had to make another choice. I can choose ARRIVAL, DEPARTURE, EMIGRATION and IMMIGRATION as fact types. Which should I use? A more experienced friend suggested I use EMIGRATION and IMMIGRATION for a person's first trip to their new country. I'd save DEPARTURE and ARRIVAL for:

• Pleasure trips, like a honeymoon or vacation, or
• Return trips, like visiting the old country to see your parents or bring back the rest of your family.

I made my choice and updated my fact types. I added in the missing emigrations or departures, too.

3. Names, Dates and Places

If you're using a decent family tree program, you can select how you want to display these types of facts.

Your family tree software should give you the option to choose how to present your data.

People's Names

Some genealogists choose to display everyone's last name in all capital letters. I don't want to do that because I have many names that begin with a small letter, like deBellis. I don't want to lose sight of that.

Some people choose to display a woman's married name rather than her maiden name. I don't want to do that because:

• my female Italian ancestors kept their maiden name for life, and
• which name do you use for a woman who married more than once? The last name that relates to you, or the final husband's name, even if he's nothing to you?

Dates

Working for an international company made me aware of writing simply and clearly. Avoid local phrases and use international dates. In the United States we're used to the Month/Day/Year format (12/28/2018). But some countries use the Day/Month/Year format (28/12/2018). Others prefer Year/Month/Day (2018/12/28).

Think of how many dates can be misunderstood by someone in another country. Is 5/4/2019 May 4th or April 5th? It depends on where you live.

To avoid confusion in my family tree, I use DD Mon YYYY, as in 28 Dec 2018. Any English-language speaker will understand this, and many Romance-language speakers will understand it, too. Their month names aren't so different from ours.

Places

For a long time I wouldn't let Family Tree Maker "resolve" addresses or place names for me. For one thing, I thought it was silly to put "USA" at the end of a New York City address. Where else do you think New York City is?

As time went by and my tree's international members outnumbered the Americans, I decided adding "USA" wasn't a bad idea.

But one difference I've stuck to is county names. Leaving out the word "County" can lead to confusion. What if you have only the name of the county someone lived in, and not the town? Will that be clear? So rather than Beaver, Pennsylvania, USA, I'll enter Beaver County, Pennsylvania, USA.

Whatever you decide to do, make sure it's easy for anyone to understand, and stay consistent.

Finding and Fixing Your Inconsistencies

What brought this to my attention was a free program I've written about several times: Family Tree Analyzer. (Now available for Mac users.) When I ran the program and opened my family tree's GEDCOM file, I saw a few things on the main screen that I didn't like:

• Found 14 facts of unknown fact type SSN ISSUED
• Found 13 facts of unknown fact type OTHER
• Found 1 facts of unknown fact type RELEASED

This free program will uncover inconsistencies in your family tree.

I wanted to find these facts and change them. I discovered an option in Family Tree Maker to Manage Facts from the Edit menu. I chose a fact type, clicked Data Options and saw a list of every person using that fact type. I visited each of these people in my tree and made adjustments.

The fact type OTHER turned out to be something I did because I didn't know how to characterize these facts. Each person using OTHER had been in the Japanese-American prison camps of World War II. These particular facts were the dates they were incarcerated and released. I changed each of these entries to use my custom fact type, Internment.

One man named Luigi was using the RELEASED fact type. This was the date they released him from quarantine on Ellis Island. Because it was a medical quarantine, I switched to the MEDICAL CONDITION fact type.

For other types of changes, you may be able to use Find and Replace within your family tree software. Be careful. Before you click OK to make a global change, think about what else might change.

If you're changing a county name, is there a person with that name? Will their name change from John Sullivan to John Sullivan County?

Running Family Tree Analyzer showed me a Find and Replace blunder I'd made. I messed up some Italian last names that are the same as Italian occupations. Everyone named Canonico became "canonico (member of the clergy)". Oh boy. I fixed this with some careful one-at-a-time finding and replacing.

Even if you're not thinking of your genealogy hobby as your legacy, think about your own sanity. If you don't work on your tree for a while, how many of these inconsistencies will make you say, "What was I thinking?"

And speaking of Family Tree Analyzer:

• Run This Genealogy Report To Help Clean Up Your Dates
• How to Find Errors in Your Family Tree
• One Report, Endless Possibilities for Improving Your Family Tree

Which Global Map is Best for Genealogists?

Don't rely on one mapping tool when there are a few excellent ones.

I'm the oddball who searches on Bing instead of Google. I love Bing's features (a daily image and top news stories). Plus I rack up points to swap for $5 Amazon gift cards.

As a genealogist, I wondered which of these free map systems is better:

• Google Maps
• Bing Maps or
• Google Earth Pro

So I tested them side by side.

I chose to explore a small island in Italy where my uncle was born. I don't know the name of the street where his family lived, but I wanted to have a look around town.

When you enter a place name in both Google Maps and Bing Maps, there is a left panel with information. Both offer some quick facts about the place from Wikipedia. Google Maps offers photos, Street View or panoramic pictures. Bing Maps seems more interested in helping you travel to this destination. They offer info on places to stay and things to do. Note: Google Maps has that information, too, but it takes an extra click to get to it.

When searching for places where my ancestors lived, I want clear images, street names and a street-side view. For this location, the tiny island of Ponza, Italy, Bing Maps came up way short. You can see by these side-by-side comparisons that Bing's images are not clear and it's missing some street names.

Comparing Bing Maps and Google Maps side by side was eye-opening.

Google Earth Pro is a downloadable program, but you can launch it from a website, too. It offers the same image detail as Google Maps, but it adds a topographical component. You can see if the town is flat, mountainous, or in a valley. (It is available for Windows and Mac. Go to their website for more information and to download.)

To test the level of detail each tool can give you, I zoomed in on a church in the town. I went all the way to street level and Bing Maps was the clear loser—for this location. It could not zoom in very far on the church and street view was not available at all. Google Maps and Google Earth Pro gave me the same streetside view of the church. But Google Earth Pro also gave me the lay of the land.

I did more side-by-side comparisons using 3 houses I've lived in: one in Pennsylvania and two in New York. Once again, Bing's overhead view didn't get very close to my house, and it was a bit fuzzy. Google lets me zoom in all the way until it switches to street view. Google Earth Pro also lets me get really close, and adds a more 3D quality.

It may seem like a slam-dunk to you that Google Maps is the clear winner, with Google Earth Pro coming in second for its topographical view. But I always check both Google and Bing. You will find cases where an address doesn't exist in one map, but it does exist in the other.

Bing has one terrific feature important to a genealogist. It shows the county name. I can put in a street address, and at the top I see "United States - PA - Bucks Co. - Upper Southampton Township."

This feature is one reason why I always go to both maps.

As a genealogist, you owe it to yourself to bookmark Google Maps, bookmark Bing Maps, and install Google Earth Pro. Happy virtual travels!

And speaking of maps:

• Mapping Your Ancestors Can Answer Questions
• How to Visit Your Ancestral Hometown at Your Desk
• Take a Genealogy Vacation This Summer

One Report, Endless Possibilities for Improving Your Family Tree

Update: Family Tree Analyzer is now available for Mac.

Family Tree Analyzer

It's always fun to create an up-to-date GEDCOM from my family tree and get the latest insights from Family Tree Analyzer.

I've written about this free PC-based program several times now (see links at the bottom of this article). Today let's look at how you can use its Main Lists tab to produce an all-in-one report.

First, your family tree software should have an export option. You can use the export option to create a GEDCOM. If you keep your family tree online only, and not in desktop software, you've given up some control of your family tree. Ancestry.com lets you export a GEDCOM from your online tree, but other sites, like FamilySearch.org, do not.

Second, there are other ways to do what I'm about to describe besides using Family Tree Analyzer. But to me, this program is the best way to do it. (Do a Google search for "convert GEDCOM to spreadsheet".)

Now let me show you what you can do with an all-in-one report from Family Tree Analyzer.

After loading your GEDCOM in Family Tree Analyzer, click Main Lists.

Launch Family Tree Analyzer and open your most recent GEDCOM file. The software will analyze your GEDCOM for several facts.

When it's finished, click the Main Lists tab. With the Individuals tab clicked, you'll see a table containing every person and fact in your tree!

Click the Export menu at the top of the program window to generate a "csv" file. This is a file you can open with any spreadsheet software, like Excel.

Excel gives you tools to sift, sort and manipulate the data any way you like. But I don't want to turn this into a long Excel tutorial. If you don't know how to filter and sort your contents, here's a good, short YouTube video. Jump ahead to 1:44 and watch until 2:24. Short and sweet.

In your spreadsheet, choose a Fact Type (column E) to filter by, such as Occupation. Now click Excel's Sort button and sort by Fact Comment (column H).

Now you have:

• a simple view of all the occupations in your family tree
• an alphabetical list of what you typed in for the description.

I'd like to do 2 things with the occupation descriptions:

1. Fix Errors. I can scroll down the list and scan for typos. In the image below, you can see there's an address instead of an occupation. I can fix that. In my family tree software, I'll go to the person named in columns B and C. It turns out I'd entered an address for the place of work, but left out the word "dentist" for these 2 men.

A filtered, sorted spreadsheet of your family tree facts simplifies a lot of tasks.

2. Complete My Job Translations. Most of my genealogy research work is in Italian documents. I thought it was cool to enter a person's occupation in Italian, so I made a separate translation list for my own use. But one day I realized there's a Find and Replace function in Family Tree Maker. So now I'm including the English translation in parentheses, like this: "calzolaio (shoemaker)".

Family Tree Maker is smart enough to make suggestions as I type in a field. So if I type "calz", it suggests "calzolaio (shoemaker)".

But I'll bet I overlooked a lot of jobs when I did my find and replace. This spreadsheet helps me find those untranslated Italian words, like agrimensore, benestante, eremite, and so on. Now I can finish this translation task and make my family tree more valuable for myself and others.

Let's pick another Fact Type.

1. Click the Filter button at the top of column E.
2. Click Select All to make every fact type available again.
3. Click it again to uncheck the whole list.
4. Now click to select the Birth fact type and click OK.
5. Click the Sort button and sort by Fact Location, column G.

Scroll down through the alphabetical list of all the birth locations. Do you see a lot of blank locations toward the bottom? In a recent article (see "5 Clean-up Tasks to Improve Your Family Tree"), I explained the value of having approximate birth dates and places in your tree. It can give you better hints and search results.

For example, I have a man named Salvatore Martuccio who was born in about 1873. I don't want to see a hint for finding him in the 1880 census in America when he and his family were always in Italy. So I need to add Italy as his place of birth. I think I know which town he was born in, but I have no documentation. So I'll keep it loose and say he was born in Italy.

This spreadsheet makes it easier to find facts—and missing facts—so I can finish my clean-up tasks.

Here's another idea. I'll filter the Fact Type column by Immigration and sort by Fact Comment. When I first started recording immigration facts in my family tree, I used this format:

Arrived aboard the [ship name] with [wife, children, brother, etc.] to join [person's name and relationship] at [address].

Then I realized I could use the Emigration fact type to say:

"Left on the [ship name] to go to [destination city]."

With the ship name in the emigration or departure field, I could shorten my immigration or arrival description to:

"Arrived with [wife, children, brother, etc.] to join [person's name and relationship] at [address]."

I can use this filtered and sorted spreadsheet to find all the descriptions I want to edit in Family Tree Maker. Hurray! More work to do!

I'd like you to think of this method as a way of seeing everything that's hidden from plain sight in your family tree. Work on what's important to you. No matter how much you decide to correct, improve or simplify, you'll wind up with a better, stronger, more reliable family tree.

So filter, sort, and see how much you can accomplish!

And speaking of Family Tree Analyzer:

• Why You Should Be Using the Free Family Tree Analyzer
• Run This Genealogy Report To Help Clean Up Your Dates
• Use This Tool to Discover Family Tree Insights
• This Genealogy Report Shows You What's Missing

How to Back Up Your Family Tree Files Automatically

This one decision is my biggest genealogy time-saver.

Last December I wrote my list of genealogy goals for 2018. I'm making progress, but at least 2 of my goals will spill over to next year's list.

That's why I'm so happy, week after week, about my decision to back up my family tree files automatically. Well, automatically and also manually, because two backups are better than one.

There are free storage options and paid storage options. I'll list several of them below, but first: Automation.

I've decided to use my Microsoft OneDrive cloud storage for my genealogy files. All my files are still stored locally on my computer. But they're mirrored and continuously backed up to OneDrive.

My genealogy files are backed up instantly, automatically.

Continuously backed up means:

• My document tracker spreadsheet is always saved on my computer and the cloud.
• Each census sheet or birth record I download to add to my tree is backed up to the cloud at the same time.
• When I work in Family Tree Maker and make a backup file, the tree and the backup are also saved on my computer and the cloud.

I don't have to take an extra step to back them up. But, I also have an external, 1 Terabyte drive. Once a week I look at all my genealogy folders on my computer, sorting them by date. I copy anything with a newer date than my last backup to the external drive.

My OneDrive files, accessible to me online, anywhere.

It's fast, efficient and safe. Plus, having your files online, in your password-protected storage area, means you can access your files from anywhere.

I like syncing a portion of my computer with OneDrive because the files are still on my computer. They'd still be there even if I had no internet access.

Here are several options for online storage that you can use:

Google Drive is another
automatic backup option.

OneDrive

I'm a monthly subscriber to Microsoft Office 365. I need it for work, and the cost is low enough that I'll keep subscribing even after I've retired. My subscription includes 1 Terabyte of storage space. Even with all my genealogy files on OneDrive, I'm only using a tiny portion of my Terabyte—about 182 GB. You can get 5 GB of free storage space or 50 GB for $1.99/month. Visit OneDrive to learn more.

Google Drive

You can also use your free Google account for automatic backup. Google Drive lets you synchronize folders with your online storage space automatically. It works with your Windows or Mac computer, and your Android or iOS device. Google Drive gives you 15 GB of storage for free. For $1.99/month, you can buy 100 GB of storage. Visit Google Drive to learn more.

iCloud

Do you have an iPhone or iPad? If so, you have 5 GB of iCloud storage. You can access it from your computer as well as your devices. That's not a lot of space, but you can pay for more storage. The cost depends on your country and how much space you want. Visit iCloud to learn more.

Dropbox

Free storage with Dropbox is limited to 2 GB. You can buy 1 Terabyte of online storage space for $9.99/month. I like to use Dropbox for file sharing. I've posted fill-in-the-blanks census sheets there and other PDFs to share with specific people. Visit Dropbox to learn more.

Your Internet Provider

If you have an internet connection in your home, your service provider may offer you some free storage space. Check with your provider.

You can see that the paid plans are very competitive with each other. With OneDrive, I'm basically paying for that 1 Terabyte and getting Word, Excel, PowerPoint and more for free.

No excuses now. Even if you split your files among different free storage spaces, it's time for you to create your back up plan.

And speaking of protection your family tree:

• Prepare Your Family Tree for Your Computer's Demise
• Moving Your Family Tree to a New Computer
• 4 Ways to Protect Your Genealogy Research from Disaster

This Genealogy Report Shows You What's Missing

Update: Family Tree Analyzer is now available for Mac.

How would you like a tool that shows you exactly which census forms you haven't found for each person in your family tree?

Sound like a time-saver? You'd better believe it is. Let's take a look at the Census Report tool in the free software program, Family Tree Analyzer (FTA). (See their website for the free download and their Facebook page for support.)

This is a simple process of (1) open file, (2) run report, (3) work with your results.

Before You Start

An approximate birth year and country of
birth will give you the best results.

Learn from my experience and get better results:

• Enter an estimated birth date for everyone in your tree. When you don't know someone's date, make them about 25 years older than the oldest child you've found for them. There's a big difference when searching for someone born in 1850 vs. 1900.
• Enter a country of birth and death whenever possible. Say you've researched several generations of a family and they stayed in one area. If someone's children never emigrated, assume the person was born and died in that country. Add a note that this is not verified.

Now the FTA Census Report will be much smarter and you'll need to do very little editing of your Census Report.

Open Your Data File

Once you install FTA, all you need is your tree's latest GEDCOM file (see the definition). Check your software's File menu for an Export option. If your tree is on Ancestry.com, but not on desktop software, go to your Tree Settings online. Find the green Export tree button. Some websites believe in one shared tree. That means you don't have full control of your tree, and you cannot download a GEDCOM. The control freak in me can't imagine going that route.

Launch FTA and open your GEDCOM file.

Run the Census Report

To run a report showing which census records you're missing:

Make 2 selections and click "Show Missing from Census" to run the report.

1. Click the Census tab at the top.
2. Check the boxes for the Relationship Types you'd like to include in your report:
   
   • Direct Ancestors
   • Blood Relations
   • Related by Marriage
   • Married to Blood or Direct
   • Unknown
3. Choose a census report from the Census Date menu. You'll find:
   
   • UK Censuses from 1841–1911
   • the UK National Register of 1939
   • Ireland Censuses for 1901 and 1911
   • US Federal Censuses from 1790–1940
   • Canadian Censuses from 1851–1921
   • Scottish Valuation Rolls from 1865–1925
4. Click the button labelled Show Missing from Census. Your report will open in a new window.

Your report is ready to export to Excel. Notice the status line at the bottom of the report. You can double-click an entry from this report view to go to FamilySearch and find the census you're missing.

FTA is smart. It knows if someone in your tree was alive and living in the right country for a particular census. By default, it doesn't search for anyone over the age of 90, but you can change that.

Now that you have the report, click the Excel icon at the top of the report window. Save the file to your computer in the default CSV (Comma-Separated Values) format. Now go back to step 1 and repeat the process for each census year you need.

Analyze Your Results

Now it's time to work with the data. I found a small number of people who didn't belong in this report. So before you start working through people one line at a time, let's check a few things.

To work with your report more easily, hide the spreadsheet columns you don't need right now. To hide a column, click the letter at the top of the column, like G. This will select the whole column. Then right-click the selected column and choose Hide from the menu.

The most important columns to keep visible are:

• CensusName (a married woman's maiden name is in parentheses)
• Age
• BirthDate
• BirthLocation
• DeathDate
• DeathLocation

The first people I'll look for have a birth location and death location in another country. I see only a couple of people who match this description. The first one is a familiar name: Domenico Sarracino. I know he never came to America, so I can remove him from this report.

Next I want to remove everyone with an unknown birth and death date. I know that in my family tree, these are most likely relatives of relatives. I might know nothing beyond their names. They shouldn't be my focus, so I'll remove them from my spreadsheet.

Finally, I'll sort the entire spreadsheet by the CensusName column. Now I can scroll through the names and remove duplicates. I found about 15 people who appeared to be duplicates with the same name and birth date.

One more step. For each name in the spreadsheet, I'll check their entry in my family tree. I quickly spot some more who I know never came to America.

The reason FTA doesn't know they never left Italy is that my birth and death dates don't always say they were born or died in Italy. I didn't want to make that assumption, but now I think I'd better. When it's a safe assumption, I'll put in the country and add a note that this is not confirmed.

More lines deleted.

Now I have a list of 120 people who need me to find them in the 1900 U.S. Federal Census. That may sound like a lot of people, but my family tree has almost 20,000 people. It's about 0.6% of my total tree. That sounds manageable. And finding those missing census forms will make my tree that much more valuable.

I'm ready to begin searching for those census sheets. I'll whittle down my list as I go, keeping track of my progress. Then it's on to the census reports for 1910, 1920, 1930 and 1940.

Go Fill in the Blanks

Now you're ready to make targeted searches for those missing census sheets. Family Tree Analyzer is a must-have if you want to make your family tree your legacy.

Want a cheap thrill? When you're done, create a new GEDCOM and run the report again. Look at your results!

And speaking of Family Tree Analyzer:

• How to Find Errors in Your Family Tree
• How to Handle the Unrelated People in Your Family Tree
• Use This Tool to Discover Family Tree Insights