Make Smarter Progress on Your Family Tree

If you don't stop and look around, you may never complete that family.

You know the old phrase for when you can't make any progress? It's "1 step forward, 2 steps back." You never seem to get anywhere.

To make progress in your genealogy research, I recommend the opposite: "2 steps forward 1 step back." That's right! This more measured approach has you looking around instead of blindly forging ahead.

Here's how it works. Let's say a cousin sent you a digitized photo of your shared ancestor. It's brand new to you, and you're eager to place it in your family tree. That'd definitely be 1 step forward.

But while you're there in your ancestor's profile, take a step back. Look around. I'm sure you can find something else in her profile that needs your attention.

• Does each fact in her profile have a well-formed citation? My citations were all broken recently. So I'm eager to improve the citations for each ancestor whose profile I visit.
• Is every one of her document images annotated? I add the specifics to the image's notes. Say it's a ship manifest. I add the title of the collection (like "New York, Passenger and Crew Lists"), the line number where you'll find my ancestor, the image number in the collection (like "250 of 478"), a link to the document on Ancestry, and Ancestry's source citation.
• Does her timeline of facts have a gap? For instance, are you missing her 1930 census? Take the time to search for whatever is missing. You're here now. Don't miss this chance to get it done.

Once you make this a habit, you'll make more progress than if you added the new photo and moved on to something else.

Each time you add something to a person in your tree, take a moment to improve all their sources and search for what's missing. Fix up their immediate family, too.

Over the weekend I kept this idea in mind. I wanted to fix the citations for my direct ancestors. But it didn't make sense to fix my great grandfather's citations and ignore his siblings. They were a click away. Before moving on to my great great grandfather, I fixed the citations for my 2nd great uncles. Now that nuclear family is solid.

Here's a quick example. I have 6 document images for my 3rd great grandmother Angela Maria Franza. I have her 1820 birth record and 5 pages from her 1846 marriage documents.

That adds up to 7 facts in her profile, each needing a source citation:

• her name
• her birth date
• her baptism date
• her 1st marriage banns
• her 2nd marriage banns
• her marriage license
• her actual marriage

I'll give each fact a solid citation by following these steps:

1. I'll look at my notes on her birth record image and copy the URL of its original location.

My practice of making note of the original image URL is a lifesaver while I'm fixing source citations.

2. I'll paste that URL into the citation for her birth fact. I've got 1,000s of Italian vital records in my tree, and I've decided to use a simple citation detail: "From the [year] [type of document] records for [town]." The exact phrase for this birth fact, then, is "From the 1820 birth records for Colle Sannita, Benevento, Campania, Italy."

Unlike my old method, this citation will be specific to the facts on this one document.

3. I'll add the document image to the citation.

You can add one or more document images to a specific citation.

4. I'll copy this citation to the related facts. Her birth record is my primary source for her name, birth date, and baptism date. So each fact can use the same exact citation.

Before I move on I'll (a) see if I can find her death record (I can't), and (b) follow these same steps for her 3 siblings. That way, when I'm ready to work on her father (my 4th great grandfather), his entire family will be complete.

Take 1 step back and handle the entire nuclear family in one sitting.

This whole idea boils down to "While you're here…". While you're here, fix the citation for your 2nd great uncle's birth fact. While you're here, download that marriage record that you never added to the tree.

Don't let your genealogy research be a hit-and-run operation. Add a new fact or document (that's 1 step forward). Take a look at what else this person needs (that's 1 step back). Make this person's profile as complete as you can (that's a 2nd step forward).

Taming a Tangle of Source Citations

Having to download my family tree for a do-over is forcing some changes.

Last time I wrote about my week-long struggle to overcome a corruption of my Family Tree Maker file. Now my file is healthy and synchronized with my tree on Ancestry.com. But there's a bunch of clean-up work to do.

The new file uses Ancestry's source citation format. It's more complicated than the simple source format I've always used. My method was to create one source with only one citation for each major document type. That's one source/citation for all 1930 U.S. Censuses. One source/citation for all New York Passenger Lists. And—here's where I got into trouble—one source/citation for my thousands of vital records from one Italian archive.

I was already worried that adding so many facts to one source was bogging down my file. TWICE I had an accident. A mysterious slip of the mouse somehow dragged an image file into that overused source. I didn't see it happen. Removing the image affected thousands of people in my tree. And then it happened again! Not with an image, but with some other random change to the citation.

This massive mistake choked the system when I tried to sync my tree. Was it my downfall? I needed to change how I handle the Italian vital records that are the bulk of my tree.

Today I'm working through the steps of creating a good source/citation so I can share them with you.

I'll use this new method for each new person I add, each new document I add, and on my closest ancestors. I'll start with my grandfather, Adamo Leone.

Work Through the Document Images

Adamo's documents include birth, marriage, and military records, 2 ship manifests, 4 census sheets, and a draft registration card.

I always add tons of details to the description field of each image. There's great value in that. But my tree on Ancestry.com looks like I don't have good sources. The details are hiding in the image.

Here are the steps to create more thorough sources and citations for each image in your family tree. I'll start with Adamo's 1940 census.

1. Re-locate the document online. Use whichever online source you prefer and search for your ancestor again. (These instructions are geared toward Ancestry.com.) Luckily, all 4 of Adamo's censuses are right on top in the search results.
2. Click the title link (not the image link) first, opening it in a new tab. (Right-click the link and choose to open it in a new tab.) This gives you important information about the image, including the source citation. Scroll down below the breakdown of the document's info to the Source Citation block.
3. In your family tree software, choose to add a new source/citation to an individual census fact.
4. The title of the source is something you'll reuse over and over. So, my simple source title of "1940 U.S. Federal Census" is what I'll select from the Source title pull-down list. It's the Citation detail, Citation text, Web address, and Media that will be new.
5. On Ancestry, copy the Source Citation text. Paste it into the Citation detail field in your software. (The wording and layout depend on your family tree software. I use Family Tree Maker.) In this case, I'll copy and paste "Year: 1940; Census Place: New York, Bronx, New York; Roll: m-t0627-02468; Page: 12A; Enumeration District: 3-315". Funny…that's the stuff I've been adding to the image's description, but not to the source citation. Always the rebel.
6. Copy the Source Information text from Ancestry. Paste it into the Citation text field in your software. In this case it's "Ancestry.com. 1940 United States Federal Census [database on-line]. Provo, UT, USA: Ancestry.com Operations, Inc., 2012. Original data: United States of America, Bureau of the Census. Sixteenth Census of the United States, 1940. Washington, D.C.: National Archives and Records Administration, 1940. T627, 4,643 rolls."
7. On Ancestry, click to open the document image and copy the URL from your web browser's address field. It's a crazy-long URL, so I don't copy the whole thing. (If you use FamilySearch, the URL is shorter and you should copy the whole thing.) On Ancestry, I end the URL after the Person ID. You'll see that in the URL as ?pid= and a number. In this case the URL is https://www.ancestry.com/interactive/2442/m-t0627-02468-00876?pid=11686383. I used to stop before the ?pid=, but keeping it allows the page to display the name of the ancestor, as in "1940 United States Federal Census for Adam Leone." Better still, it highlights the lines that include your family! Paste that URL into the Web address field in your software.
8. In your software go to the citation's Media tab. Click to either Attach New Media (if it isn't already in your family tree) or Link To Existing Media (if it is in there).

Once you get into this habit, great sources/citations will be second nature.

When you're adding a new source, this isn't as bad as it looks. Click, click, copy, paste. Even when you're "fixing" an existing source, it isn't so bad. What's daunting is when your entire 23,137-person tree is calling for this kind of attention.

Work Through the Facts with No Image

Some of our favorite sources have no image. They're an index only. For example, I've discovered maiden names from the "U.S., Social Security Applications and Claims Index, 1936-2007."

Most of the time it's a simple copy and paste job to make a great citation.

When I search for this record for Adamo, I see it's a good source for his birth and death dates. When I right-click the title's link to open it in a new tab, I discover something interesting. There is no citation detail for this source that's specific to the record. For the 1940 census, the citation detail included specifics like the page number and enumeration district. We don't have that for the U.S., Social Security Applications and Claims Index, 1936-2007.

That means I could use one single source/citation for every fact I find in this resource. Unless, that is, I want to include the web address of this result page. Unfortunately for me, I do want that URL. Why? Because that URL includes all the facts:

Name: Adamo Leone
Gender: Male
Birth Date: 30 May 1891
Death Date: 5 Oct 1987
Claim Date: 26 Sep 1962 (did he get disability income for a while?)
SSN: 057207008
Death Certificate Number: 209851

Including that link makes this source reliable. Once you see I've got this plus his birth record and a photo of his grave marker, doubt me at your own peril.

So I'll give Adamo his own unique source/citation for his birth and death date facts from the SSA and Claims Index. This also has a crazy-long URL on Ancestry, but I'll end it after his person ID: https://search.ancestry.com/cgi-bin/sse.dll?indiv=1&dbid=60901&h=800352538&tid=61818592&pid=34073303523

Family Tree Maker lets me copy this particular source/citation from Adamo's birth date and paste a link to it as the source for Adamo's death date. Now both facts share the same exact source.

Pull Off The Italian Job

I mentioned my problem with thousands of facts attached to one source I titled "Archivio di Stato di Benevento". About 90% of my ancestors are from the province of Benevento. So I'm going to ease the burden by splitting the source into towns.

So far I've created one town-specific source: "Archivio di Stato di Benevento, Comune di Baselice". That's Adamo's hometown—Baselice. I'm making each citation more specific than before. Adamo's birth date fact now has a source/citation with a URL that opens his birth record online.

I have the specific URL noted in the description field of each Italian vital record image in my family tree. Going forward, I'll add the URL to the fact-specific source/citation, too.

My mishaps forced me to rethink my Italian document citations, and I'm happy now.

It's all going to make my tree a better legacy. But…may I borrow a cup of decades from someone?

A Genealogy Catastrophe Made Me Mend My Ways

A corrupted family tree file has forced me into better genealogy habits.

I'm back from one solid week in genealogy HELL. When the problem was finally fixed, I had a real "come to Jesus" moment. And I've learned 2 important lessons. First let me tell you what happened.

We each have our own way of creating and sharing our family tree research. I've used Family Tree Maker (FTM) software on my desktop since 2003. And I love the Ancestry.com user interface for browsing and understanding a family tree. No other website can compare.

When Ancestry introduced synchronized FTM and online trees, that's what I did. I make all my changes in FTM and upload them to my tree on Ancestry. So, when something goes wrong, and I cannot for the life of me synchronize FTM to Ancestry, it is devastating!

After my 9 Jan 2020 synchronization, the next sync failed. I followed all the FTM recommendations:

1. I restored my tree to my 6 Jan 2020 backup version, giving it a different file name. The sync FAILED. To add insult to injury, each attempted sync took at least 12 hours to fail.
2. I restored my tree to my 1 Jan 2020 backup. This was the earliest backup I had saved. The sync FAILED.
3. I contacted FTM's live chat and sent them my latest Sync Failure Report. They isolated a corrupted spot in my database to one person: Maria Rosa Marucci.
4. I deleted evil wicked Maria Rosa from my Ancestry tree and my FTM tree and tried to sync using my original FTM file. The sync FAILED.
5. I had one last ace up my sleeve. FTM suggested downloading my Ancestry tree as a new FTM file. I did that and tried again to sync. The sync SUCCEEDED. But it needs a ton of work.

It was a brutal week where I couldn't make any progress on my family tree. But, as I said, I learned 2 important lessons.

Since my simple source citations are broken, I've decided to conform with the norms.

Lesson 1: Backup and Synchronize Much More Often

When I upgraded to the latest version of Family Tree Maker last November, I had a failed sync. Through an online chat, the company isolated the corrupted spot in the database to one person. I deleted her and everything was fine.

I got more careful about backup files. If I spend a whole Saturday working on my tree, I stop a bunch of times to make a backup. I used to over-write the file each time. Now I give them names like:

• Family_Tree_2020-01-20a.ftmb
• Family_Tree_2020-01-20b.ftmb
• Family_Tree_2020-01-20c.ftmb
• Family_Tree_2020-01-20d.ftmb

The files are very large, so I kept only 4 days' worth of backups. When I had this problem last week, I didn't have many choices for reverting to an earlier version. From now on I'll keep 10 days' worth.

In November I started something new. An FTM expert told me you can save a synchronization log when you sync. I do this every time now. Each file (saved in PDF format) shows exactly which changes are about to made to my online tree. The files are small, and I have almost 40 of them. When I hit 100 files I may delete the earliest one.

I also made myself a promise. I will never again make massive changes to my tree without frequent backups and syncs. Recently I was updating an obsolete source attached to thousands of facts. If you make massive changes in one sitting, your file sync is going to take forever. It may even fail. And wouldn't it be awful to have to do that all over again?

So it's bite-sized overhauls from now on.

Lesson 2: Completely Change How I Make Source Citations

As I said above, what fixed my family tree file was to download my Ancestry tree as a new FTM file. I didn't lose a single person (except that wicked witch Maria Rosa Marucci, who I added back later).

But 3 unpleasant things happened:

First, my 1,973 individual place names need attention. Town names are fine (e.g., Buffalo, Erie County, New York, USA). But street addresses are not (e.g., 10 Union Avenue, Peekskill, Westchester County, New York, USA). They show an "unresolved" icon. I could ignore this, but I'd rather resolve them. I'll be sure to stop and make several backups and synchronizations along the way.

I'm too much of a control freak not to correct all these unresolved addresses.

Second, my image files no longer have a category selected. Categories (Census, Photo, Vital Record) make it easier to work with your media. I'll have to take my time and fix them.

Third, my compact, one-size-fits-many source citations are destroyed.

I've written before about a simple way to cite your sources. Basically, you have one source, such as "1900 U.S. Federal Census." You attach that source to every fact you find on a 1900 U.S. census page. Simple! I add more specific details in the description of each document image file. The description explains exactly where I found that image.

These unwanted changes happened because Ancestry:

• doesn't have the "Resolve Place Names" feature
• doesn't use image categories, and
• doesn't subscribe to my simple sources theory.

I must say that I like it when a source is specific to the fact at hand and includes the image. You can click to enlarge the image. You can click to go right to its source location. This is the preferred way to cite your sources.

A corrupted database has dragged me kicking and screaming into a better way of citing sources.

I've got a ton of work ahead of me. I'm excited about creating a better product, but it's so much work that I may not get all the way there for ages.

Think about upgrading your backup habits and source citation style. You can do both right now and from now on. Don't worry about past mistakes. Work on your closest ancestors' sources first. Then continue on with your new, improved style.

That's what I'm going to do. I began with one of my grandfathers. I'll follow the new rules with each person I add or edit. I'll detail my new process for you in another article. Right now I'm so happy to be out of genealogy hell!