5 Reasons to Add Sources to Your Family Tree

My family tree has grown past 83,000 people. Last year I began a full-time campaign to add all the missing source citations to my family tree. I've forgotten the original numbers, but I have 5,142 cousins and 52,358 other people in need of sources. I work my way through an average of 100 people a day.

Why would anyone work this hard on source citations? I'm glad you asked (LOL). Here are 5 good reasons to make source citations a high priority in your family tree research.

Show everyone the value of your family tree by bringing the receipts.

1. Sources Make Your Family Tree Believable

Imagine you find a family tree online that contains your grandmother's first cousin. The tree has lots of details and ancestors you don't have. Then you look closer and find that tree has no source citations at all. How can you believe any of it?

Now imagine everyone in that family tree has source citations. They have links you can follow to see the original documents for yourself. Wouldn't that be fantastic?

If you're doing quality work on your family tree, don't you want others to find it believable? Maybe their tree has errors and yours is right. Your source citations are what makes your work reliable.

2. Sources Help Put Others on the Right Track

It's common for people to accept hints or borrow names and dates from other trees—leading to big mistakes. Then others find their tree and perpetuate the same mistakes.

Let your well-sourced family tree be the beacon that shows them the way. The next person who see hints from incorrect trees, and your sourced tree, can recognize the truth. Only you brought the receipts!

3. Sources Give Distant Cousins an Incredible Gift

I love when people contact me because they found their ancestors in my family tree. Often they're unaware that the Italian vital records are online. They're wondering how on earth I found all these names and dates.

That's when I point them to my source citations so they can see the vital record images for themselves. And I give them the link to my Antenati instructions, if they're interested.

I've busted down brick walls for lots of people with roots in my ancestral hometowns.

4. Sources Help You Fix Errors in Your Family Tree

Hunting down records online to get the source citations gives you a chance to review your facts. I've found errors that might have stayed there forever if not for this second look. I've discovered:

• Typos that resulted in a wrong address.
• People I need to merge into one.
• Duplicate people, one with the wrong birth year and one with the right one.
• Missing baptism dates.
• Missing middle names because only their first name is in the birth record column. Their middle names are in the body of the record, and I overlooked them.

I'm always surprised to find these errors, but so happy to fix them.

5. Sources Create a Glorious Legacy

For all the reasons above, a well-sourced family tree is far more valuable than an unsourced tree. If many of your sources are "Ancestry Family Tree" or something else generic, that's not good enough. You can do better. You need to get to the original sources. (See Trade Up to Better Family History Sources.)

The mission of this blog is to help you create a one-of-a-kind legacy—your family tree. Consistency, source citations, and a lack of errors are key to making your family tree your legacy.

I fell down on the job with my Italian vital record source citations. I was all excited to connect everyone from my ancestral hometowns. And I did that on a grand scale. But it's no good to other people without those source citations. That's why I'm driven to whittle down my list of sourceless people every day.

How You Can Get Started

You can generate a list of people in your family tree missing source citations in a few steps.

Use Family Tree Analyzer to show who has no source citations in your family tree.

• Export a GEDCOM file from your family tree, wherever you keep it.
• Open that GEDCOM with Family Tree Analyzer. (Also see How to Find Errors in Your Family Tree.)
• Go to the Main List tab.
• Click the Export menu and choose Individuals to Excel. This will prompt you to save a CSV file to your computer. You can open a CSV file with any brand of spreadsheet software.
• For ease of use, I find it's best to delete every column except:
  • Forenames
  • Surname
  • BirthDate
  • RelationToRoot, and
  • SourcesCount (the last column)
• Use your spreadsheet software to sort the SourcesCount column from A to Z so the zeroes are at the top.

I want to focus on blood relatives first, and people with no sources at all. So I sorted my spreadsheet by these columns, in this order:

• SourcesCount
• RelationToRoot
• Surname
• Forenames

I deleted all the rows with one or more existing sources, leaving only the massive amount of zeroes. When they're all gone, I'll chase down other individual facts with no sources.

Most of my source citations are Italian vital records from the Antenati website. There's plenty I can do to increase my productivity:

• Work on one town at a time. I use a template for each type of citation (birth, marriage, death). Then I change the numbers and links as needed.
• Work on one full set of siblings at a time. I have all my towns' vital records on my computer, renamed for easy searching. (The file names include document numbers and the person's father's first name.) I can search for all the children of one man, see their record numbers, and find the documents on Antenati. The less I have to move around within my Family Tree Maker file, the faster I can go.

Even if this sounds like too much work to you, take a look at your SourceCount in Family Tree Analyzer. Celebrate your accomplishments or steel yourself for the important work ahead.

Commit to This One Genealogy Project

No time for a genealogy marathon? Commit to one family tree project and tackle it in sprints.

As I hope you noticed, I haven't publish a new genealogy article for the last two weeks. I had to travel to help my parents move, and after that was Christmas. But the visit gave seven of us COVID-19, so there was no Christmas.

Did I put the brakes on my family tree progress during that time? Well, helping my parents move was beyond exhausting, so I had no time for genealogy. But COVID has only slowed me down a bit. As sick as I am, I've spent at least a half-day every day adding people and source citations to my family tree. It helps keep my mind off my symptoms.

My overwhelming project in 2024 has been to create thousands of source citations I'd left out. I used Family Tree Analyzer to create a spreadsheet of everyone in my family tree who had no citations at all. My tree has 83,000 people, and I still have 62,000 people with no citations. That's embarrassing.

But I know why I skipped them in the past. I have easy access to the vital records for my Italian nationals. I knew I could go back at any time and create the source citations. But yikes! I went too far.

Because this project seems as if it'll take a few years, I need to liven things up sometimes. Instead of working my way down the list, I jump on opportunities.

When a man contacted me on Ancestry about his ancestors in my family tree, I decided to kill two birds with one stone. I added missing source citations to his people and crossed them off my citation to-do list.

I haven't found a cousin connection for the two of us, but his people are from my 2nd great grandmother's hometown. Long ago I downloaded all the available vital records for the town to my computer. (These mass-downloads are no longer easy to do. Websites block any attempts.) Then I renamed each of the more than 12,000 documents to make them easy to search on my computer.

I built out all my closest families from the town, and I completed their source citations. But I have a lot more families to build. With a bit of luck, I may find my connection to the man who contacted me.

Channel Your Energy into One Important Project

I know you aren't all as lucky as I am—able to spend several hours a day knee-deep in genealogy. But if you focus on one project that's important to you, you can make progress in smaller amounts of time.

If you had to choose one genealogy project that's important to you, what would it be? Here are some ideas to get you thinking:

• creating source citations
• finding more vital records
• gathering military documents
• downloading missing census records
• searching for newspaper articles
• finding a very important missing branch
• organizing your documents
• scanning your family photos
• creating a Book of Life

Imagine you've chosen that one project, and you're committed to spending a little bit of time on it every day you can. After a short time you can make measurable progress! In my half-days last week, I added more than 100 new people with source citations, and made new family connections.

What's your top-priority genealogy project for 2025? Now, is it time for another dose of medicine yet?

3 Family Tree Tasks Need Your Attention

3 simple, worthwhile family tree tasks set you up for a new year of genealogy discoveries.

It can be hard to find time for genealogy with the holiday season looming. But I'm sure you can find a moment here and there. And when you do, these 3 tasks are the perfect thing to accomplish before the year is through. Knock them off, and you'll be all set for bigger and better family tree achievements in the coming year.

1. See What's Missing

Review yourself and your direct ancestors (up through your second great grandparents) to see what's missing. Since these are some of the first people you entered into your family tree, it may be a long time since you've given them any attention.

• Have you found every available census record for them?
• Are there birth, marriage, or death records available that you couldn't find before? What about obituaries?
• Have you gathered the draft registration cards or military records for your men?
• If anyone from this group was an immigrant, have you found their ship manifest and naturalization papers?

A funny thing happened to me recently. I wanted to use the new LiveMemory™ feature from MyHeritage, but I had to do it through the phone app. (I had bad results, by the way. I still need to find a perfectly-lit, crisp photo to try. When I tried it on people I know very well, I hated the results.)

While I was using the app, I saw an unexpected hint for my Grandma Lucy's 1954 obituary. I couldn't access this particular Ohio newspaper with my free subscription, but I found it on Google News. There, for the first time, I saw Grandma Lucy's obituary, and I found her mother's obituary! I couldn't get her father's obit because that publication date was missing.

This proves how important it is to re-investigate your closest relatives.

2. Fix Errors Hiding in Plain Sight

Export a GEDCOM file from your family tree and open it in Family Tree Analyzer. This free program points out errors you can fix, including a mother who's too old to have that baby, someone who died before they got married, and "siblings" who were born too close together.

With your GEDCOM open in FTA, click the Errors/Fixes tab. Along the top of the window you'll see 32 types of errors, each with a checkbox. You can click the Select All button and then below that, click the little button with the downward arrow at the top of the Error Type column. Choose Sort A to Z. You may find that some of these errors should be excluded.

• Couples with same surnames. My people come from small towns where everybody shares a small number of surnames. This happens a lot. Removing this type of error brings my error total from 988 down to 584. (My family tree has 82,072 people!)
• Possible Duplicate Fact. My family tree has mostly Italian marriages where there are two recorded sets of marriage banns. That's not an error even if it looks like one. But I'm not going to uncheck this type of error because I see a few duplicate marriage facts. These must have happened when I realized I could merge people, and I overlooked the extra marriage fact. In other places I have duplicate residence facts. When I look at them in my family tree, one fact has a source citation, and the duplicate does not. These may be leftovers from a bad Ancestry sync I had a couple of years ago. I'm going to check these all out. If I did uncheck Possible Duplicate Fact, my error total would drop from 584 down to 59!

See what you can do to whittle down your error list. I know you'll be glad you did.

3. Check Locations

Use Family Tree Analyzer again to spot obvious typos in place names. Once you've opened your GEDCOM file in FTA, click the Main Lists tab to view the Individuals tab. Two columns in this list have place names: Birth Location and Death Location. One at a time, click the little button with a downward arrow beside the column name and choose Sort A to Z. Now all the place names are in alphabetical order. You may have lots of blanks at the top, as I do.

I must note that the Birth Location list will seem as if it's not entirely in alphabetical order. It turns out the locations are grouped by country, then state/province, then town, then street. So my United States locations are near the bottom of the list. My mother's Bronx New York, birth location is way, way down the list. Once you realize that, this task becomes easier.

Scan the list one screenful at a time and see what sticks out to you. If my list had 10 "Elmira, Chemung County, New York, United States" listings in a row, and then one "Elmyra, Chemung County, New York, United States", the mistaken "Elmyra" would stick out as being a typo. Make any necessary corrections to your family tree (wherever you build it), and then do the same with the Death Location list. First click that same little button with the downward arrow and choose Clear Sort, then sort the Death Location column A to Z.

Finally, switch from the Individuals tab to the Families tab. Scroll over to the Marriage Detail column which shows marriage dates and locations. Sort that column A to Z. This is a little less efficient, but still worth a look. The column is sorted by date, but the dates are treated like text. Because of that, my first non-blank rows are:

• 1 APR 1813 at Santa Paolina, Avellino, Campania Italy
• 1 APR 1824 at Chiesa del Santissimo Salvatore, Largo Chiesa Madre, 2, Pescolamazza, Benevento, Campania, Italy
• 1 APR 1824 at Chiesa di San Giorgio Martire, Via Gradoni San Giorgio, Colle Sannita, Benevento, Campania, Italy

This sorting method means that fewer of the same addresses will be grouped together. But it's the first time I'm seeing all my tree's marriage locations in one place, and that's still a good chance to proofread.

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When you've done what you can on these 3 tasks, be sure to synchronize or republish your updated and scrubbed family tree. Come January, you're on to bigger and better genealogy research!

See what other magic you can do with Family Tree Analyzer:

• Pluck the Stragglers Out of Your Family Tree
• Finding and Fixing an Awkward Typo in Your Family Tree
• Free Tool Finds Details You'll Want to Fix

Quick Note: I've never done this before, but there will be no new articles for the next two weeks. Hundreds of my past articles are always here for you.

Free Tool Finds Details You'll Want to Fix

Quality control for your family tree includes being consistent in how you record facts.

Consistency is so important to me. That was true when I wrote code for web pages, and it's true now that my family tree is my full-time work.

Recently I discovered an inconsistency in my family tree. For months now, I've been working my way through a long, long list of people in my tree with no source citations. Saturday was my most productive day ever. I completed the source citations for 110 people!

During the citation process, I noticed the inconsistency. Years ago when adding baptisms to my family tree, I recorded only the date and town. After visiting these places, I started adding the name and address of the church, too. (I found a handy website that lets you look up the names and addresses of churches in any town in Italy.)

Whenever I notice one of my early baptism facts—one without a church name and address—I fill it in and cite my source. But I'm sure I've missed plenty. I wish there were an easy way to find every baptism fact that's missing a church name.

Once again, it's Family Tree Analyzer to the rescue! Using this free tool, I can:

• Open my latest GEDCOM file
• Click the Facts tab
• Select all 7 Relationship Types
• Select only the Baptism fact
• Click the button marked Show only the selected Facts for Individuals

This opens a new window that looks like a spreadsheet. It contains only those people with a Baptism fact. (In my case, that 23,077 people.) I can click the top of the Location column to sort the results in alphabetical order.

One of the churches I discovered late in my research is in Santa Paolina. This list shows 700 baptism entries for Santa Paolina that are missing the church name. I'm afraid to count how many church names are missing for the first town I documented long ago: Baselice. There are tons of them! I can also check which Marriage facts don't use a church name.

It's a big job, but I'm glad to have a way to locate and fix them all. I want that consistency for my family tree.

How else can we use Family Tree Analyzer's Facts report? Here are 3 ideas.

One report in a free family tree program is perfect for finding and fixing your less-than-perfect early genealogy work.

1. Pin Down a Specific Oversight

Lots of times a birth record tells you the father and mother's occupation, and I like to add that fact to my family tree. But I worry that I've forgotten to add the baby's birth citation to the parents' occupations.

Using the Facts report in Family Tree Analyzer, I view Occupation facts only. Then I can sort them by the Num Sources column. The number of occupations with 0 sources is staggering!

I can also sort the Occupations by the Comment column. This shows me a ton of farmers and laborers among my Italian relatives. Can you spot any occupation trends among your ancestors? Every dentist in my tree is one of my husband's relatives from Hawaii. I'm surprised to find only 5 miners in my tree, but I have a decent number of railroad workers.

I get a kick out of the more specialized occupations I've found in the U.S. censuses:

• hop picker at the Wigrich Hop Ranch
• bacon packer in a packing house
• chemist at a steel mill
• bottle washer for a soft beverage company
• garters maker
• chick sexer (I have two!)

What are the most unusual occupations you've recorded in your family tree?

2. Get Rid of Early Variations

Over time I developed consistent wording to use on Emigration and Immigration facts. In the description field of an Emigration fact, I type, "Left for [city name] on the [ship name]." In the description field of the Immigration fact, I type, "Arrived [with family members] to join [family member] at [address]."

But I wasn't using that format from day one of building my family tree. Family Tree Analyzer can show me all Emigration and Immigration facts. It's easy to spot the inconsistencies this way. I found only one Emigration fact that had no description at all—the rest follow the right format.

As for Immigration facts, when I sort them by the Comment column, I find:

• 2 entries with a typo (Arrive instead of Arrived)
• a lot of entries following my original format ("Arrived aboard the [ship name]")
• a small number of entries that cite a ship manifest but have no description at all

These are all items I can fix. The number is small because I completed all my immigration source citations long ago.

3. Remove Unwanted Facts

I used to find it interesting that draft cards and ship manifests stated a person's height and weight. When I view all the Height facts in my tree, I find only 7. And one is an obvious error (my cousin Bella was not 11 inches tall at birth). I've removed these unreliable, and often varying, sources of height from my family tree. Only 2 people in my tree had a Weight fact, and one was weight at birth. I've deleted them both.

There's a fact type called Medical Condition that I used random in the past, but only 13 times. Some of the 13 are details about the cause of death, and one mentions my great uncle's artificial eye. But most of the others make no sense in this category. I can fix these easily.

I also recorded 8 phone numbers in the Phone Number category. Two are for dead men, two are Italian phone numbers for cousins I've never met, and the rest are for people I'll never call. I'm sure that years ago I was so excited to find these pieces of information online that I recorded them. Now I'm going to delete them. Okay, I'm saving one phone number, but not in my family tree. I'm putting it in my iCloud contact list.

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If you've been working on your family tree for a while, I'm sure you've formed opinions on how you want to save details. And I'm sure your style has evolved over time. Spend a day using the Facts report in Family Tree Analyzer to bring your old work up to speed. Your consistency makes your family tree—your legacy—more professional.

For more help with family tree consistency:

• How to Batch Process Your Genealogy Documents
• Consistency Makes Your Family Tree More Professional
• The Basics of a Well-Crafted Family Tree
• Make Consistency King in Your Family Tree

6 Powerful Features of Family Tree Maker

Most family tree software programs have more features than you may realize. These 6 features of Family Tree Maker are genealogy game-changers.

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?

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.

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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.

My 5 Favorite Genealogy Tricks

Get into a family tree research groove with these 5 time-saving, value-added genealogy tricks.

I've been working on a big genealogy project with such efficiency it's amazing. When I built a newfound cousin's family tree back several generations in one evening, I wondered what makes me so fast. A lot of it comes down to my 5 favorite genealogy tricks. Are you taking advantage of these tricks like I am?

1. Adding Details to Document Images

Building detailed information right into document images increases their value. Your entries in the image's title and comments fields stay with the image. That info is there with the image on your computer, and it's there when you put the image in your family tree software. You can view any image's property details by right-clicking and choosing Properties.

Use an image's title field to keep document images in chronological order in your family tree. Begin the title with the year, such as “1930 census for John White and family.” This practice:

• Helps you locate the document you need easily
• Provides a clear timeline of events, and
• Points out any gaps in a person's records.

An image's comments field also carries over into your family tree software. Include a detailed source citation and line numbers for the people of interest. Line numbers help when you're revisiting a document and can't find your person right away. For a closer look at this process, see step 4 in "7 Steps to Perfect Family Tree Document Placement."

When I synchronize my Family Tree Maker file with my Ancestry tree, each image displays the title I wrote. The comments field of the image in my family tree shows up as the description of the image on Ancestry. That lets future researchers or family members see exactly where the image came from.

Are you making sure your saved document images speak for themselves?

2. Using a Document "Holding Pen"

Since I work on my family tree every day, I set aside time each Sunday morning to make a complete backup of all my files. Significant changes can happen to my tree in one week! The best way to make sure I don't overlook anything at backup time is to use a "holding pen" for my new document finds.

My family tree is huge. For the moment, I'm avoiding adding more document images to my tree, but I have 11,688 images in there. If I go on a spree and add a bunch of document images to my tree, it'd be easy to overlook some of them during my weekly backup.

To make sure no documents slip through the cracks, I have a "holding pen" for new images added during the week. I have one folder on my computer called certificates. Any new vital record images wait right there until Sunday morning backup time. Each Sunday I know I have to look there.

Within the certificates folder is a sub-folder called DON'T FORGET TO BACK UP THESE. That's where I keep censuses, ship manifests, draft cards, and anything else that isn't a vital record. I have another sub-folder within certificates called working. That's where I keep anything I haven't processed yet. Let's say I downloaded a record from the New York City Municipal Archives, but haven't gotten to it yet. I'll keep it in the working folder so I don't forget about it.

A holding pen ensures that any new treasures get backed up and filed as needed. What steps are you taking to prevent documents from getting lost? To get a better look at the process, see "This 3-Step Backup Routine Protects Your Family Tree."

3. Sharing My Family Tree Online

It's fantastic when a distant cousin finds their ancestors in my family tree and writes to me. That's often the only way I can find out what became of my ancestor's cousins from Italy.

When I hear from someone, I go into research mode and figure out our connection. How crazy is it to be writing to a 5th cousin you never knew existed? Then I follow their ancestors to America, in most cases, and discover all I can about their family.

I like to provide new cousins with everything I can about their ancestors in Italy. That's the purpose of my enormous family tree. I want my quality research to be there for every distant cousin or paesan who finds my tree.

I keep my family tree up-to-date on Ancestry to help out people who've taken a DNA test. I also upload my tree to Geneanet to help European relatives. (See "A Major Family Tree Change to Fix an Ongoing Problem.") And I took the advice of one blog reader who said I can upload my tree to FamilySearch in such a way that no one can edit it. On my personal website, www.forthecousins.com:

• I list my ancestral towns and my primary last names from those towns.
• I publish my complete indexes of the vital records available for those towns.

Are you building your family tree in a vacuum? Don't you think a distant cousin's personal knowledge of their family could help you?

Make family-tree building easier, and genealogy source citations more consistent and valuable with a simple template.

4. Using Source Citation Templates

Lately I've been adding source citations for the thousands of Italian vital records I didn't cite. Shame on me! Since the documents are on my computer, I skipped citations in favor of building families.

But what happens when a distant cousin finds his grandparents in my online family tree? How can he be sure my facts are correct? Unfortunately, he can't be sure unless I provide links to the documents. When there's a link, he can see the facts for himself on the original document.

I generated a huge list of everyone in my family tree who has zero source citations. I did this in Family Tree Analyzer and exported a spreadsheet. The list contained more than 68,000 people, more than 14,000 of whom were actual cousins to me. Now I spend my days chipping away at that list.

A few tricks help me cross the most people off that list in the least amount of time:

• I sort the spreadsheet by (1) relationship to me, (2) last name, and (3) first name. That let's me focus on blood relatives before in-laws. And it keeps siblings close to each other in the list.
• I create source citations for one person from the list, and then I handle all their siblings. Reducing how much I need to move around within my family tree and within the spreadsheet saves time.
• I work one town at a time. I keep the Antenati web page open with all the available records from that town. Then I can quickly go to the register book I need and open it in a new tab. Sticking to one town reduces the typing needed for the citation.
• The vast majority of facts in my family tree come from Italian vital records. I use a source citation template so it's easy to capture all the important facts with consistency. When I'm making citations for a bunch of siblings, only a few details need to change. I turn into a copy-and-paste speed demon! Here's the basic Italian vital record source citation format I use:
  From the PROVINCE State Archives, YEAR DOCUMENT-TYPE, TOWN, document #, image # of # at URL

Are your source citations in decent shape? Templates and time-saving tricks can help whip your family tree into professional shape. Not sure templates are for you? Take a look at #2 in "How to Become a Genealogy Efficiency Expert."

5. Making Document Collections Searchable

Consistency can be such a help to you, particularly if you can't work on your family tree every day. Shortly after I began building my family tree, I knew I needed to use a consistent file-naming process. Within a FamilyTree folder, I created a sub-folder for each type of genealogy document:

• census
• certificates (meaning vital records)
• draft cards
• immigration
• and so on.

Within each folder, the file names follow a consistent format:

• Censuses: LastnameFirstnameYear (based on the head of household)
• Certificates: LastnameFirstnameDocument-TypeYear—2 names if it's a marriage. Examples:
  • AgostinelliFrancescoAntonioBirth1789
  • AgostinelliFrancescantonioCapuanoAngelamariaMarriage1828
  • AgostinelliTommasoDeath1800
• Draft cards: LastnameFirstnameWW1 (or WW2)
• Immigration: LastnameFirstnameYear (based on the head of the family if it's a group)

Because I use a consistent format, it's easy to search my computer for a particular document. For more detail, see "3 Rules for Naming Digital Genealogy Documents."

But the best thing I ever did for my family tree is rename downloaded vital records that aren't even in my tree. Years ago I downloaded entire collections of Italian vital records using third-party software. But websites don't like when you do that, so they throw up roadblocks against such software. (What can you do? See "Semi-Automated Process for Downloading Antenati Images.")

With those images on my computer, I began to view and rename them all. I made them easy to search for on my computer. If someone asks me about their branch in my tree, it's no problem at all to:

• search for more records
• build out their branch more completely, and
• share it with them.

For these documents, I use a different, more readable format. It contains the document number and the full name of the subject(s) of the birth, marriage, or death record. If it's a marriage record it includes both the groom and bride's names. If it's a birth or death record, it also includes the first name of the person's father. This is a tremendous help in finding the right record or putting together families. Here are some examples:

• Birth record: 1 Giovanni Luigi Stanziale di Antonio
• Death record: 16 Guglielmo Ciampi di Andrea
• Marriage record: marriage 7 Angelo Carpenito & Giuseppa Fioretto
• Marriage banns: banns 2 1st Francesco diFreda & Petronilla Panza

While a computer search may find what you're looking for, I want more power. I use a search program for Windows called Everything. (Find out how well it works in "My Secret Weapon for Finding Relatives.") It's so good at finding a particular record, and this helps a lot with my source citation project. I can find the document I need to cite, see its document number, and go right to it online to capture details.

Can you find any genealogy document on your computer in an instant? Consistent file-naming formats and a good search tool may be exactly what you need.

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A lack of efficient genealogy research methods can be a big source of frustration for you. Think about what you can change to work smarter, not harder—and make constant progress.

Are Ancestry Pro Tools Worth the Money?

Here's how the new features of Ancestry Pro Tools stack up. Are they worth the price?

When I heard you can sign up for Ancestry Pro Tools for one month and then quit, I knew I had to try out their new features. My main interest is to see how my DNA matches match to one another. This can help you understand which of matches share a common ancestor with each other. That can help you see where they fit in your family tree.

The other Pro Tools give you desktop-like tools for your online-only family tree.

What's Included in Pro Tools?

• Charts & Reports. Family Tree Maker (FTM) provides the same reports as Pro Tools. I'm sure other family tree software programs do, too. A computer-based family tree program is better than building your tree online in so many ways.
• Tree Mapper. This feature has a cool visual representation and several types of filters. But I can do this in the Places tab of FTM. Or you can get really fancy and use this free program.
• Smart Filters. If you use MyTreeTags™ on Ancestry, this is a nice way to see everyone with a particular tag. But I don't use the tags. I didn't see any filters that offer me something I'd like to do but can't do in FTM.
• Tree Checker. This tool's main finding about my tree is that tons of people have no documentation. Yeah, tell me about it! I've been creating source citations for weeks. It also thinks I have 7,040 possible duplicates. I don't. We've all seen towns where everyone has the same name. As I scroll through this list of people, it's plain to see they all have different birth dates. This feature isn't helping me. It can also find many types of errors, and that may seem like a big help. But we already have Family Tree Analyzer to do that for us.
• Tree Insights. These factoids are not something I can generate within FTM, but I've used Family Tree Analyzer to do so. I can't say it's useful. This tool is showing me:
  • the top 5 surnames in my tree
  • the 5 longest-living people in my tree (they're only that old because I can't find out when they died)
  • the 5 couples with the most children
  • the 5 youngest brides or grooms
• Fan Chart Settings. I like the look of the Fan Chart in Ancestry much more than the one in FTM. But the Pro Tools add-ons to the existing Ancestry Fan Chart don't do anything very useful:
  • You can choose the number of generations to display (4, 5, 6, or 7). I have more generations than that.
  • You can show Family Lines, which gives a different color to each of your 4 grandparents' ancestors. I think the non-Pro version does that.
  • If you choose the Hints setting, it uses varying shades of green to show you who has a lot of hints and who has few or none. The Photos setting and Sources setting does the same thing. A range of colors show you the haves and have-nots.
  But check out the more-detailed fan chart I created a long time ago using Charting Companion software.

For me, none of those tools are worth a recurring cost. That brings me back to the reason I jumped on a $7 sale for one month of Ancestry Pro Tools: Enhanced Shared Matches.

For years I've wanted to know why my parents share some DNA with one another. I had to see what Enhanced Shared Matches could do for me. (Note: Each of my parents took an AncestryDNA test, and I manage their kits.)

After a long and frustrating day of comparing Mom and Dad's DNA matches, I came up empty. My problem is the family's IBS segments—that's Identical By State. All my ancestors came from the same small geographical area. These small bits of shared DNA are more from the land itself than blood relationships.

My parents' shared DNA matches need to be my focus. As I worked through them, I hit so many with dead ends in their tree that I couldn't resolve. Do those dead ends hold the magic key?

I don't want to lose the extra insights from Enhanced Shared Matches, but I don't want to pay for it again. What to do? Make a new spreadsheet, of course!

Step 1. Document their Shared Matches

Looking at Dad's shared matches with Mom, I find a list of 21 people, but I'll exclude myself and make it 20 people.

I'll start a new spreadsheet with Dad in column A and Mom in column C. In column B, I'll enter the name of each shared match. I can also add what I know about them, if I've figured out their relationship to me.

Capture and analyze the insights of Enhanced Shared Matches in a spreadsheet while you can.

In each cell of the spreadsheet:

• I'll list the number of shared cMs and Ancestry's predicted relationship.
• I'll note which side of Dad and Mom's families they're on: Maternal, Paternal, Both Sides, or Unassigned. I have to view Mom and Dad's match lists separately for this.

The first big surprise is that I see a lot more shared matches when I view Mom's DNA test. What the heck? I started with Dad's match list because he has more matches than Mom or me. Nine shared matches from Dad's list are not in Mom's list at all.

It makes sense that this is a built-in 20 cM cut off. The 9 people in Dad's list only have fewer than 20 cMs shared with him. The 30 or so people in Mom's list only have fewer than 20 cMs shared with her. I should concentrate on the 11 shared matches with whom both Mom and Dad share 20 or more cMs. The low-cM shared matches must be Identical By State.

These people with the smaller amounts of shared DNA escaped me in the past. I don't know if the Enhanced Shared Matches Pro Tool is the reason I'm seeing them now.

Step 2. Document Highest Shared Matches of the Top 11 People

In the same Excel workbook, I'll document the shared matches of my parents' top 11 shared matches. I'll view Dad and Mom's tests one at a time and note who each person shares with them. I'll add the number of cMs, predicted relationships, and side of family as before. To increase my chances of success, I'll add only the strongest shared matches of the 11 people. They have to share 139 cMs or more. (I chose that number after consulting the Shared centiMorgan Project.) That way, these matches should be no more distant to my subject people than 4th cousins. Plus, I'll skip any matches if they share less than 20 cM with my parents.

A 15% discount for readers of Fortify Your Family Tree!

My goal is to find the best common connections. After documenting the first person's shared matches, I found something interesting. He's a close match to another one of the 11 top matches. Now I have 2 people from the same family who match both my parents. Is this the break I needed?

In the end, I'm left with 5 people who share DNA with both my parents and have close matches in the original list. I've already fit 2 of them into my family tree, and I find no connection to Mom's family. Plus, the one who shares 116 cM with Dad is actually more distant than expected. He's Dad's 4th cousin on one side and 5th cousin on the other.

While my parents' shared matches are tantalizing, every clue is pointing toward their being Identical By State. The most amazing thing is how their IBS families came together in a one-block stretch of Morris Avenue in the Bronx, New York.

Before I finish this month of Ancestry Pro Tools, I'm going to keep going through my DNA matches to learn what I can using the enhanced tools. It's a huge help when you can see that this match is the mother of that match. But I don't plan to renew my Pro Tools subscription.

2 Keys to Tackling a Big Family Tree Project

Parallel genealogy tasks get you to the goal while keeping things interesting.

Five weeks. That's how long I've been grinding away on one huge family tree project. I wrote about my missing source citations project 5 weeks ago and have been working on it ever since.

How did I get into this mess of missing citations? I forged ahead with my goal of connecting everyone from my ancestral hometowns. I skipped the citations because all the vital record images are on my computer. And I spent time renaming the images to make them searchable.

Since I can find any document again in a snap, I postponed citations in favor of family building. But I went too far.

Using Family Tree Analyzer, I generated a list of 70,000 people with zero source citations. OMG! My entire tree has 80,867 people and 70,000 of them have no citations?

I designed a process that let's me make measurable progress each day. First I made a change to the spreadsheet I created with Family Tree Analyzer. I sorted it by 2 fields:

• Relation to Root. This lets me work on closest relatives first. I have tons of people with very distant relationships to me.
• Surname. This groups siblings together so I can work on an entire family without moving around in my family tree a lot. That saves time. I search for one name and work through the whole family.

But I still have more than 69,000 people left to address! After 5 weeks!!

The sheer volume is why I had to put two things in place to make me efficient and keep my sanity.

Efficiency

I'm very good about adding citations the moment I find documentation on Ancestry.com. It's the tons and tons of Italian vital records I've let slide. About 99% of these documents come from the Antenati Portale. Their missing citations will all follow the same pattern.

That means I can use a single template and make a few edits for each fact. I'm a big believer in templates. Think of a source citation template as a stencil. A stencil makes it easy to repeat a perfect pattern or make uniform letters time after time.

This is my template for Italian vital records:

From the PROVINCE State Archives, YEAR TYPE, TOWN, document xx, image xx of xx at URL; https://iiif-antenati.san.beniculturali.it/iiif/2/TARGET/full/full/0/default.jpg

I change the variables to match the document:

• PROVINCE becomes the province in Italy. In my family tree, the province is usually Benevento, Avellino, Campobasso, or Foggia.
• YEAR becomes the year of the book in which you can find the document.
• TYPE can be birth, death, marriage, marriage banns, and a couple of other types. I like to use the Italian words: nati, morti, matrimoni, matrimoni pubblicazione.
• TOWN is the town in Italy. They store Italian vital records by town.
• The xx's become the record number on the document, the image number and number of images in the book. For example, document 20, image 12 of 25.
• URL is the link for the exact document on the Antenati portal. (Sometimes the link goes to FamilySearch.org.)
  
• The next piece, https://iiif-antenati.san.beniculturali.it/iiif/2/TARGET/full/full/0/default.jpg, is a fabulous trick. It links to a high-resolution version of any image on Antenati. Every document URL on Antenati ends in a 7-character code—a combination of numbers and letters. If you replace the word TARGET in the URL above with that code, you can go to the high-res image and save it.

Here's an example. I edit the template and the source citation for the 1818 marriage of Antonio Maria Teresa becomes:

From the Benevento State Archives, 1818 matrimoni, Baselice, document 20, image 12 of 25 at https://antenati.cultura.gov.it/ark:/12657/an_ua757297/0AR6Jg3; https://iiif-antenati.san.beniculturali.it/iiif/2/0AR6Jg3/full/full/0/default.jpg

Go ahead and click those 2 links. You'll see the book version and high-resolution version of the marriage record.

Because I know each citation takes only a minute or two to complete, I keep pushing. One more family before I take a break from my desk. Another family before I take a sanity break.

Sanity

Some days I finish as many as 110 source citations. But it gets tedious after a few hours. That's when I need to save my sanity while still making progress.

When I start losing motivation, I switch to a parallel task. A parallel task is another goal I'm working on that adds a new name or date to my family tree. That new detail needs a source citation. And while I'm there, I check their immediate family. I make sure they all get their source citations.

One parallel task is finding the birth record of an out-of-towner who married into my family tree. I sort everyone in my family tree by birth date and hunt down those with an incomplete birth date. I've been having great success, so it's a gratifying project.

Another parallel task is adding cousins from a town I haven't explored fully. The other day I brought one ancestor's family forward a few generations. Then I found one of these cousin's granddaughters in my DNA matches. Now I know this cousin came to America. And my brother used to live in his hometown.

This combination of efficiency and sanity are how I tackle even the most tedious tasks. It's been my mental trick since I was a kid. I may follow an unusual pattern, but I get the job done.

Do you have an ambitious family tree project to tackle? How can you chop it up, mix it up, and keep things interesting as you make progress?