What You're Losing With Your Private Family Tree

My family tree software almost gave me a heart attack. I routinely make a backup of my Family Tree Maker file after working on it for a while. It's not uncommon for me to make 3 or 4 backups in a long day of research. Then I close and compact my file before I synchronize any changes with Ancestry.com.

Still, there's a feeling of dread when my file takes to long to respond. Last week the FTM program stopped dead. I'd opened my family tree file to make one change and output an updated family tree chart. I began clicking my way up the generations, trying to get to the eldest Ohama in my husband's family tree.

But I couldn't click anything! Nothing was responding. I decided to leave it alone and do something else for a while. But the program was still stuck. After an hour, I held my breath and killed it.

When I relaunched Family Tree Maker, I saw the expected error message. I clicked Continue. I was confident I'd made only one edit that day, so I restored my tree from the full backup I made the day before.

Everything was fine! I repeated the change I made earlier and output that family tree chart I wanted.

Why do I stick with Family Tree Maker when it can cause me so much worry? Because I can share my up-to-date, uneditable family tree with every member of Ancestry.com. I want people to find my research, but I don't want them to change it. The shared trees of Family Search, Geni, and elsewhere are horrifying to a control freak like me. Plus, Ancestry has the best interface for viewing a family tree.

Share your family tree on a big stage for your own benefit.

I've been building two other family trees lately that I'm not sharing online. One is for my son's girlfriend and one is for my college roommate. These trees don't belong online because I wasn't asked to share this information.

But my enormous family tree is another story. When the Italian government started posting vital records online in 2017, my genealogy goal changed.

I'm not satisfied with documenting my direct ancestors and cousins. I want to connect everyone from my ancestral hometowns. I don't care if someone is the mother-in-law of the 2nd husband of my 1st cousin 5 times removed. She's from one of my towns and has a connection to me. She belongs in my tree.

Strangers often thank me for the people, facts, and documents I've put together for their family. Sometimes they turn out to be a DNA match to my parents or me.

When all goes well, I can build onto my new contact's branch of the family. I can follow their ancestors to America, picking up what might otherwise have been a dead end. Sharing your family tree is the surest way to open up those dead ends.

The latest person to write and thank me for his ancestors turns out to be my 5th cousin once removed. Just knowing who my mom's 5th cousin is blows my mind. Thank you, internet.

This week I'm gathering vital records for his ancestors, adding them to my family tree, and sharing them with him on Ancestry. To me, this is the ideal collaboration. Don't touch my work. But let's work together. We can benefit one another.

You can talk to me all day long about your preferred family tree software. But nothing compares to the combination of Family Tree Maker on my desktop and Ancestry.com.

Free and Easy-to-Use 4-Generation Family Tree Chart

I found a very nice family tree template in a surprising place. It seems perfect for those times when you're building a tree for a friend. Or showing a cousin why family trees are so amazing.

To find this free template, launch Microsoft Excel and click the link for More templates. Search for Family tree generator. (Or download it now.) When you open the template you'll see two tabs: Family Members and Family Tree. When you enter names on the Family Members tab, you're generating a chart on the Family Tree tab. It's pretty cool.

When you're explaining family relationships to someone, this simple visualization is a big help.

As an example, I entered a pair of my 4th great grandparents in the Grand Parents fields of the spreadsheet. Here are the steps to follow:

• Click the spreadsheet's Reset Family button to empty all the sample names from the fields.
• Enter the names of the ancestor couple you've chosen. For me, that's Francesco Iamarino and Cristina Iapozzuto. While the original template uses only first names, I want to use first and last names.
  • If you use both names, you'll need to turn on Wrap Text for the rows of names, and adjust the row height.
  • To do this, use your mouse to select rows 10 through 50 or so. Select Wrap Text (Home / Alignment section). Then select AutoFit Row Height (Home / Format in the Cells section).
• Each time you add a descendant, you can pull down a menu to choose their parents from a list. (Look for the arrow beside the Parents field.)
• Fill in names for each generation.
• Once you finish the "Third Generation Children," click the Create Family Tree button at the top.
• The names may appear cut off. If so, you need to turn on Wrap Text and change the Row Height. But you can't yet, because the row numbers and column letters are not visible.
  • Turn on the row and column headings by clicking the View menu and checking Headings in the Show section.
  • Set the Wrap Text as explained above, but this time, start at line 5.
  • Set the row height by clicking Format on the Home tab and choosing Row Height. I found that a row height of 50 worked well for the names I'd entered. You can experiment with different values until you're happy with the result.

Enter names for each generation, select their parents, then fine-tune your easy family tree chart.

When you save your Excel file, you'll see a message about your file containing macros. These macros are the functionality that generates the family tree chart. To keep the functionality:

• Choose Save As.
• Select the 2nd option in the list, Excel Macro-Enabled Workbook.

Now you can print the family tree chart as a PDF file to share. I chose the 11" x 17" tabloid setting and selected Fit Sheet on One Page. This way, I can print the tree onto two letter-sized pages and tape them together. Or I can find someone with a bigger printer tray.

Don't have Excel? Download the Family tree generator template and open it with your spreadsheet software. Let me know if that works or not.

The result is simple-looking (no photos or birth or death years). But what an easy way to help a friend or relative visualize their part of the family tree. Think how nice it would be to create a bunch of these charts for the holidays.

And speaking of genealogy templates:

• How to Make Custom Family Trees for the Holidays
• This Chart Finds Hidden Relationships in Your Family Tree
• How to Visualize Your Ancestor-Finding Progress

It's Time to Organize All Your Family Photos

I thought my family photos were well organized. My digital photos have file names that include the names of the people in the picture.

Then my uncle died, and I wanted to share a couple of photos of him as a teenager. One photo shows my Uncle Silvio as a teenager, laughing. The other shows Uncle Silvio and his future wife, my Aunt Lillian. In that photo, they seem to be part of a cheerleader squad for their school's football team.

It was awful to discover that I couldn't find either of these precious photos when I needed them!

First I looked in my "Family Tree\photos" folder for any file name that included my uncle's last name. Then I checked any family folders in my separate "Saved Pictures" folder. No luck!

I turned to my favorite search program ("Everything" for Windows) to scour my computer for Silvio's last name.

With this tool, I found the photo of Silvio laughing in a folder called "FamilyTree\etcetera\scans". That's a great way to lose your stuff. Put it in a folder called etcetera! The folder contains pages I scanned from my Aunt Lillian's photo album more than 10 years ago. She had the teenage photo of Silvio. But I still can't find the cheerleader photo. Is it possible I never scanned that one?

This wasn't the first time I had trouble finding a particular photo. It's time to come up with a better system.

My family photos took a big step forward when I placed them all in a safe. But there's much more organizing to do.

Take Stock of Your Collection

In my "Family Tree\photos" folder, image files are generally named for their subject (last name first):

• IamarinoPasquale.jpg
• IamarinoPasquale2.jpg
• IamarinoPasqualeWithGreatGrandchildren.jpg

I'd like to reserve my "Saved Pictures" folder for vacation photos. Each vacation has its own folder (like "California Feb 2016"), plus sub-folders for individual destinations during that vacation ("Santa Barbara", "Hollywood", etc.). But it also has my family's digitized slide collection stretching back to the 1950s.

My mother has given me tons of old family photos that I keep in a fireproof safe. I can't guarantee that I've scanned every single one of them. And I know I have a thick 1980s–1990s photo album somewhere in my house, but I can't find it.

Determine Your Goals

To organize any digital photo collection, start by asking yourself what you need from it. I would like to have only one or two places to look for any given photo.

Rename your digital photo files with descriptive names. This will help you organize and locate them later on.

When I want to pull up a photo from Lyon, France, for example, I go to "Saved Pictures", open "France-Italy Sept 2015" and find the Lyon folder. I'll continue to keep all the destination photos in one place. But I'm going to review them and give them more descriptive file names. This will make specific photos easier to find.

Rather than sifting through 132 images of Paris, I can give them descriptive names, like:

• Versailles-exterior-front.jpg
• Versailles-Hall-of-Mirrors.jpg
• Notre-Dame-Rose-Window.jpg

These descriptive names will make similar photos group together in the folder. Plus, I can use "Everything" to search for that famous rose-window.

Goal #1: Make all destination photo names more descriptive than IMG_1569.JPG.

In my case, it's the family photos that need more urgent attention. There's the folder I found called "scans" hiding on my computer. Its images don't follow my usual LastnameFirstname.jpg format. I'll begin by renaming them.

Like most genealogy fans, I'm going to wind up with TONS of family photos in one folder. They'll need some separation. Which organization method would you choose?

• Put a date in the file name (whether it's general [1940s] or specific [1949])
• Use sub-folders for each decade (1940s, 1950s, 1960s)
• Use sub-folders for place (Ohio, Bronx, California)
• Use sub-folders for family groups. I would need to include the name of the head of the family for this to work (IamarinoPasquale, IamarinoPietro, IamarinoFrank).

When you gather up and rename your family photo files, look for one or more of these ways to further organize them.

As you examine your collection, one or more of these filing methods may make the most sense to you. I know, for example, I have tons of photos from the Bronx. I could divide them by decade or exact location (mom's apartment house, dad's apartment house). But I know my California family photos are only from the couple of years my family lived there. They can all stay in one folder with descriptive file names.

Whichever method you choose, the purpose is to help you more easily find a particular photo.

Goal #2 has two parts:

• Bring all digitized family photos into one location, improving their file names as you go.
• Assess the entire collection for how best to divide them up.

Once your digitized photo collection is in good shape, it's time to take stock of your paper photos.

If you had to find a particular old photo of yourself and two of your best friends, could you find it? This happened to me last month. I needed a specific photo so my friends and I could recreate our funny pose 23 years later.

The photographs I've taken over the years are in a few cardboard boxes. They have dividers to separate them by time or place. I didn't see any photos from around 1998 in the boxes. I checked my "College" section, but the photo I wanted wasn't there. In the end, I found a forgotten 1990s photo album sitting in my safe. And there it was, along with a ton of photos of my sons as little kids. I need to digitize all these photos!

I also have two boxes of old photos from my mother, along with a stack of larger format photos. Are they all digitized? How should I organize them?

Goal #3: Go through your paper photo collection. Make sure you digitize and sort everything.

When you digitize your photos, remember to scan at the highest resolution available. This will allow you to zoom in and see details more clearly. If you have photo editing software, you can work to undo creases and spots on your photos.

This is a big project, for sure. In my case, it's long overdue. And I still need to find that cheerleader photo with my aunt and uncle!

As with any big family tree project, it's best to divide and conquer. Here's how I'll start:

• Enhance the file names already in my "Family Tree\photos" folder. Those 700+ file names will group similar subjects together alphabetically.
• Search for other photo folders on the computer. Then rename and bring everything into the main folder.
• Check the digitized collection for natural breaks. Will organizing by time, place, or family group work best?
• Check paper photos to see that you've got them all digitized.
• Organize the paper collection to make future searches easier.

My family often turns to me to produce a certain photo. I want to make dead sure I am the family historian who can meet that need.

How to Be a Family Tree Myth Buster

I've been building a robust family tree for my son's girlfriend since August. She lost her father in late July, and my son told her, "I'll bet my mom can build your tree for you."

It's been easy because her family has been in one corner of Pennsylvania for centuries. To someone like me, whose first immigrant ancestor set foot in America in 1892, that's amazing.

Proving or disproving family lore should be a fun challenge for any genealogy fan.

At first I struggled with how big I wanted to make this family tree. There's so much documentation, and each couple seems to have had ten children. To get this done, I shifted my focus to her direct line. I especially wanted to identify the country of origin for each immigrant ancestor.

She doesn't know what (as in, what nationality) her last name is. I can't imagine not knowing. I discovered her last name was originally French—possibly with a different spelling. Plus she has Austrian, Irish, and English ancestors.

I've generated a few large family trees and descendant reports so far. Then I remembered a memory she shared with me.

Myth #1: This Acclaimed Artist is My Relative

As a student, she visited a local museum and saw a painting by a man with her last name. She pointed to it and said, "That's my family." The tour guide or teacher gave her a look that seemed to say, "Sure, kid. Whatever you say." But her mother had told her that this famous artist was her relative.

I set out to discover the artist's relationship to her family. Wikipedia told me who his parents were, and Ancestry helped my find the rest. Now I can prove this artist is her 2nd cousin 5 times removed. Interestingly, his death certificate says he poisoned himself due to "melancholia."

As I worked to place the artist in the family tree, I saw that his parents were not yet in there. But this Quaker family left behind many records. The artist's grandfather, who was already in the family tree, had 10 children listed on a church record. The 9th child was the father of the artist.

Myth #1: TRUE

It's great when the facts and documents come together. This bit of family lore is TRUE.

Does your family have its own myths about notable relatives?

Myth #2: The Captain of the Titanic is My Relative

My sons' paternal grandfather told us his great uncle was Captain Edward Smith of the Titanic. As a great nephew, he became a member of a Titanic historical society. His mother Lillian felt ashamed that her father's brother was the captain.

Years later, when I caught the genealogy bug, I decided to document my sons' famous ancestor. Immediately I hit a dead end. Not a brick wall. A dead end that made the captain's relationship to my sons impossible.

The captain had no brothers. He had a half-sister and a daughter. The captain was born in Staffordshire, England. He married in Lancashire, and lived with his wife and child in Hampshire.

Meanwhile, the Smith family in my tree is very incomplete. I haven't found Lillian's father Walter Smith's town of origin in England. (To keep things straight, Lillian is my sons' great grandmother who said she was the captain's niece.) But Walter married a woman with a long history in Derbyshire.

I'm not familiar with all the shires in England, so I turned to a map. The captain's place of birth (Staffordshire) is a one-hour drive from Lillian's mother's place of birth (Derbyshire). (One hour on today's modern roads.) I'm going to ignore Captain Smith's professional time in:

• Lancashire (he moved there because it's a northern port)
• Hampshire (he lived there because it's a southern port).

I wondered if Walter Smith was Captain Edward Smith's 1st cousin, since he had no brothers. To prove that, I need to trace Walter Smith further back to see if he ever lived in Staffordshire. It won't matter that their name is Smith, will it?

I know Walter Smith sailed to America in 1891 from the northern port of Liverpool in Lancashire. I know he returned to England because he married his wife Elizabeth Merrin in Derbyshire in 1896. I hoped to find his U.S. arrival in 1897 with his wife.

Derbyshire records have helped me a lot with Elizabeth Merrin's family already. Now I see a marriage record for Walter Smith and Elizabeth Merrin. It seems they lived at the same street address in Derbyshire when they married.

Of course I went straight to Google Maps with the address. I wondered if it was a big apartment building. Nope. It's a store with an apartment or two above it. Maybe their families were close (literally).

Looking at the suggested records for Walter Smith on Ancestry, I found an 1871 census. His age and the name of his father are a match, but I need many more documents to prove this is Walter. Right now it seems as if he was born and raised in Derbyshire.

My working conclusion: There's no reason to think Walter Smith from Derbyshire is a close relative of Captain Smith from Staffordshire.

Myth #2: FALSE

When trying to prove or disprove some bit of family lore, be sure to investigate both sides. Gather as many documents as possible on family members. And research the famous person who somehow worked their way into your family's story.

Add Context to Your Family Tree With Historic Photos

You might say my family tree is all business and no flavor. The media in my tree are vital records, military records, censuses, and ship manifests. I have a few images of places where my ancestors lived and worked, but not nearly enough.

You may recall that I'm building an extensive family tree for my son's girlfriend, V. Her family has been in one part of Pennsylvania for centuries.

I decided to browse the Historic American Buildings digital collection from the Library of Congress. I was focusing on V's part of Pennsylvania. As I browsed the collection online, I saw some buildings I know from my years of living there.

Then I noticed the Friends Meeting House and Cemetery that played a huge role in her family history. I downloaded a few images from the website for free. The plan is to use these images in the large family trees and book I plan to create for her.

Historic photos of a factory helped me identify an old family photo.

When I visit my ancestral hometowns in Italy, it's very moving for me to visit my ancestors' churches. It was also moving for me to visit the railyard in Hornell, New York, where my great grandfather worked.

Why not add some historic photos of places from your ancestors' lives to your family tree? Start by going to the collection on the Library of Congress website.

Select a state or county from the list on the page, then narrow down your search. When you find a subject you want, view the images and download your favorites. I recommend downloading the jpeg format in the largest size available. It's still a relatively small file size.

I found old photos taken inside a steel plant where my grandfather worked in Youngstown, Ohio. One photo shows eight smokestacks that seem to match an old photo from my aunt's collection. I found photos of a silk mill where my great grandmother's relatives worked in Western New York State.

It adds another layer to your family tree to show the family homes then and now.

If your family lived in New York City, also try the New York Public Library's digital collection of photos.

Even better for my ancestors are the 1940 property tax photos of addresses in the Bronx. I've added photos of each of my parent's childhood apartment buildings to my family tree.

Don't forget to search Google for an ancestor's place of work or street address. First search for the place, then click Images to show only pictures in your results. Don't forget to also view the address on today's Google Maps. Is the building still there? How much has it changed?

I searched for a San Francisco address where my husband's relative was a private cook in 1917. I found a one-of-a-kind house on an upper-class street. My search showed me that Zillow.com values the house at almost $10 million. Seeing the house helps put this relative more firmly in context.

You can add context to your family's story. Search for and add old images of the places they lived, worked, and worshiped.

3 Little Fixes for Your Family Tree

In 2019 the worst possible scenario happened to my family tree. A routine synchronization with Ancestry.com corrupted my Family Tree Maker file. For whatever reason, the file became damaged at a particular person.

My only option was not a great one. I had to download my existing tree from Ancestry to FTM as a new file. Mind you, I do all my work in FTM, and Ancestry handles a few things differently than FTM.

This new tree wasn't bad, but:

• All my carefully crafted source citations "blew up"
• My thousands of media files were no longer assigned to categories.

Those citations and media categories were important to me!

Ever since then, I've been fixing my citations and adding back those media categories.

I'll bet you have a handful of things you'd like to fix. Here are 3 different fixes that will strengthen your family tree.

1. Find and Replace

My family tree is about 95% 19th century Italians. When I record a person's occupation from an old Italian vital record, I enter it in Italian. For example, falegname. I have an Excel spreadsheet with 910 Italian occupation words and their translations. I've memorized some (falegname = carpenter), but I have to look up many others.

I decided it'd be better to include the word in both languages in my family tree file. To do this, I used Family Tree Maker's Find and Replace function. I searched my tree for a word like falegname and replaced it with this: falegname (carpenter).

If you find a typo or want to update what you call something, use Find and Replace.

Once in a while I'll see a typo as I begin typing something and the program offers suggestions. I saw one typo where a word (I couldn't remember which word) had a double letter a instead of a single letter a. I used Find and Replace to search for "aa"—skipping over a couple of men named Aaron until I found the word I wanted. Then I replaced that double a with a single a.

Do you have any inconsistencies in your tree notes that you'd like to fix up?

2. Make Your Media Easier to Find

FTM lets you assign a category to each media item in your family tree. These categories were all erased when I downloaded my tree from Ancestry. I'd been fixing them as I found them, but it's been a long time, and they weren't done.

Then I found the shortcut. You select multiple images in FTM's media library, right-click and choose "Categorize Media." Then you choose the right category from your list and you're done.

Categories make it easy to (for one thing) make all your family photos private.

Did you know you can create custom categories? In the window where you select a category, you can click the Add button and create a custom category. My family tree has a handful of documents from the Japanese "internment" camps of World War II. I never knew how to categorize these, so I created a new category called Internment.

You can also delete standard categories that you don't want to use.

3. Put Your Places on the Map

I've spent a lot of time fixing the place names in my family tree. Long ago I saw how FTM creates a hierarchy with every address or place in your tree. There's a folder, if you will, for each country. You can expand each one to see:

• folders for states or regions
• then counties or provinces
• then towns, and
• each place you've entered.

If the program can't find a place on the map, it will have a question mark on it. This means something is wrong and needs your attention. I have three question marks at the top level of my list, but they're on purpose. I also have a couple of towns that FTM's mapping system does not recognize. Those street names are loose in a province folder, instead of being in their own town folder.

Imagine seeing at a glance all the relatives who lived at one address.

I recently updated a list of very old street names from my grandfather's hometown in Italy. Those old names don't exist anymore. Luckily, I have a reference book that helped me translate those old names into streets I can find on today's map. I keep a list handy that tells me what to enter in FTM when I see one of the ancient names on a document. Now I can find these places on my next visit.

Which of these family tree fixes resonates the most with you? I do have a fourth fix I need to do, but there is no shortcut. Downloading my tree from Ancestry wrecked my source citations by separating them. If I had one source for a census form that and shared it with six different people, I now have six separate citations. That's not how I want it to be.

That particular crisis led me to change and improve how I make source citations. Because it's an overwhelming task, at first I fixed only my direct ancestors. I fix others as I find them. Did I mention my family tree has more than 30,000 people and almost 15,000 vital records? It's a big task.

For more clean-up tasks for your family tree, see "Your All-in-One Family Tree Clean-up List."