Make Your Genealogy Documents Speak Volumes

Census sheets, ship manifests, birth, marriage and death records. These are the documents that bring your ancestors to life. Without them, you have no tangible evidence for your extended family.

The digital documents I collect are the heartbeat of my family tree. And I spend a good deal of time processing and caring for them.

My goal today is to get you thinking about how you handle your digital documents. What can you do to be more efficient? More thorough? More careful? More importantly, how can you make your family tree more valuable?

Careful work pays off in the form of a highly reliable family tree.

Note that I have very few paper documents, and I've scanned them all into digital files. You won't find anything about color-coded binders and folders on this blog.

I have a vast collection of meticulously annotated, logically filed, safely backed-up documents. I make a habit of putting each new digital document through a series of steps. After downloading the digital document, I:

1. Name the file in my usual style, which is most often LastnameFirstnameEventYear. For example, MartuccioMariaDeath1801.jpg. Note: I name census sheets and ship manifests for the head of the household or the traveling group.
2. Crop the image in Photoshop to remove excess background or an unneeded facing page. Many old Italian birth and death records have 2 or more records in an image.
3. Enhance the contrast so the document is easier to read, if necessary. Photoshop has a few good controls for this.
4. Add a title and description to the document file's properties. These 2 field carry over when I drag and drop them into Family Tree Maker. I follow a pattern like this:
   • Title: 1801 death record for Maria Martuccio
   • Description: From the Benevento State Archives [followed by the exact URL of the image]
5. Attach the image to the appropriate person(s) in Family Tree Maker. I turn the earliest image I have into a person's profile image.
6. Create a source citation for each fact in the document.
7. Add a notation to my document tracker spreadsheet so I know I've got this document.
8. Keep the image file in a special folder, waiting for my weekly backup of all new files.
9. Move the file to its final destination in my collection of digital family tree folders.

Annotated images tell you exactly where they came from.

Yes, it's a lot, but it all serves my goal: To have the best family tree as a resource for anyone with roots in one of my ancestral hometowns. I want to be the absolute go-to family tree because of how carefully I document every fact in my tree.

Consider these ideas for your family tree document handling and care:

• 4 Important Steps for Each New Document lays out the same philosophy in an easy-to-follow flow.
• Get into a Groove to Fortify Your Family Tree gives you a simple way to think about, and follow, this practice.
• Can Your Genealogy Work Survive Without You? offers advice on preserving your genealogy research for future generations.
• How to Make Your Family Tree Fireproof! explains why I keep everything possible in digital form, and how to preserve it.
• 10-Minute Genealogy Tasks You Can Do helps you develop a discipline for handling your documents smartly. These tasks are a great way to make genealogy progress in small amounts of time.

What do you say? Is your family tree—your legacy—worth doing right?

3 Steps to Solving DNA Matches

When I figure out my exact connection to a DNA match, I add a note to them on Ancestry. These notes are visible as I scroll down my list of matches. I used some color-coding dots, too. A green dot means I figured them out.

I have to scroll down far into the 4th–6th cousin range to find an unsolved DNA match with a tree.

Mark up your DNA match list with colors and notes for greater efficiency.

There are 3 basic steps to figuring out these matches. This is going to make it sound super-easy. Once in a while, it is.

1. Search their family tree for familiar names.

I'm so familiar with my ancestral hometowns, I can look at a last name and tell you which of my towns it's from. If a DNA match has a tree showing no Italian last names, there's no obvious way for me to connect.

That's the situation with one match with a very small tree. I think his unnamed grandmother is his Italian ancestor, but I don't know who she is. I researched his Irish-American grandfather. But I couldn't find him marrying an Italian-American woman.

Let's assume, though, that you do see a last name or two you recognize.

2. Find a birth or marriage record for their ancestor.

If you can't find anything that connects your DNA match's people to your people, save them for later. Leave yourself a note that you tried and failed to find the connection.

When I couldn't find an Italian connection to the DNA match I mentioned above, I looked at our shared DNA matches. This is a very helpful feature on Ancestry DNA.

A quick look at our shared matches tells me my relationship to this guy with an Irish name is on my mother's side. I took a look at one shared match and realized her original last name is from one of my towns. That ties these matches to my 2nd great grandmother Vittoria. She alone came from a different town than the rest of my family.

3. Use your research and their tree to get a match into your tree.

The shared match whose name I recognize has a tree that includes her grandfather. But he was born later than the available vital records.

Once again, I turned to shared DNA matches. There I found a woman whose full name I recognize. I wrote to her years ago, and she told me the proper spelling of the last name. I'd only seen it once at that point, and it had been hard to read.

It was high time I worked this woman, who'd been helpful to me in the past, into my family tree. Her 7-person family tree includes her 2 sets of grandparents.

If you've read this blog before, you remember me. I'm the nut who downloads all the vital records from my ancestral towns and spends an eternity renaming the files. When the file names include the person's name, all the records are searchable on my computer. I searched for and found this match's paternal grandmother's birth record. In the margin is the date she married my DNA match's paternal grandfather. There's no doubt I have the right person.

I need to trace both grandparents back further, using the vital records I've renamed. I'll keep going until I find some sort of connection to myself.

To quote Bugs Bunny, "Well whaddya know? The stuff woiks." I found the connection quickly. This DNA match is my 3rd cousin 3 times removed (3C3R). Her 2nd great grandfather is my 5th great grandfather.

All I ask of my DNA matches is a little bit of a family tree I can investigate.

Once you can work a DNA match into your tree, you'll see their exact relationship to you. Be sure to add a note to this person in your match list, stating the relationship. I like to use abbreviations like 5C2R for 5th cousin twice removed, or 3C1R for 3rd cousin once removed. I saw a genealogist on Twitter using that abbreviation and loved it. It's short and unmistakable.

I'll continue picking off as many of the shared DNA matches as I can. If I keep figuring out our shared DNA matches, I may find my connection to the match with the Irish name. The connection may be in one of their trees.

Figuring out a DNA match is like a fishing expedition. Wait, no. I went along with a fisherman once, and it was an endless amount of waiting around. This is more of a hunting and tracking expedition without the weapons.

I track my DNA match's ancestors, following their path until I've got them in my sights. Then they become family. Yeah; that's my kind of hunting expedition. What genealogy fan doesn't enjoy that?

And speaking of DNA Matches:

• Are Your Dead Ends Hiding DNA Matches?
• How to Sharpen Your DNA Detective Skills
• How to Use the Power of Shared DNA Matches

Revisit Your Genealogy Journal Often

You may not have 417 blog articles that document your family tree research plans. You may not write down your theories, or the steps you took to make new discoveries. But I do.

I've written so many articles that I can re-read them and have no memory of the big discoveries they describe. It's clear I need to revisit my past ideas and make good on their promise.

My advice is that you start keeping a genealogy journal. It can be handwritten or in something like OneNote, if that's your preference. It can even be a plain text file, which is my choice. Whichever you choose, Keep Track of Your Genealogy Theories and Tasks. And revisit your journal often.

You got to keep track of your family tree discoveries. Revisit your genealogy journal often.

I try to do a bit of work on my family tree every day, and I spend the weekend tackling big research projects. All too often I can't find the time to follow my own advice to you, like:

• It's Time to Review Old Genealogy Messages. There's a Word doc on my computer, waiting for me to review and follow-up on old conversations.
• Catch and Fix Your Missing Source Citations. I created a better list of unsourced family tree facts by using Family Tree Maker, rather than Family Tree Analyzer. Three months later, I've only begun to work my way through it.
• Use Every Tool to Solve a Family History Mystery. More than a year ago I hit upon one ancestor with a strong likelihood of being my parents' common ancestor. (They share DNA.) I decided to seek out every possible descendant of this 3rd great grandfather. But I haven't yet.

I have so many open family tree research projects, I'm never at a loss for something interesting to do. But I would like to finish some of them!

Weekend is coming. How will I spend those hours of research time? Two recent projects are calling out to me the loudest:

1. Imagine a Register of Your Entire Ancestral Hometown. I have a book detailing every single person in Grandpa's hometown in the year 1742. I want to work them all into my family tree. (The whole town's related.) I know I can finish my first pass this weekend. I'm up to household 343 out of 560. About one-fourth of them will be easy to place in my tree.
2. Be More Thorough with Your Family Tree. I began looking at every person in my family tree with my maiden name, Iamarino. That's a lot of people. For each one, I'm searching their hometown's vital records for their missing documents. I'm completing each person as much as I can. I'm marking in my document tracker which documents I've found, and which are not available.

OK, it looks as if I've got my weekend genealogy plan. I'll work my way through that book, making sure I find any available records for each person I add to my tree.

Then next week I'll continue fully documenting every Iamarino in my family tree. I'm up to those with a first name of Giuseppe.

How can you make good on your past genealogy promises to yourself? Your genealogy journal would answer that question.