Preserving Your Genealogy

At the recent National Genealogical Society conference, there was a lot of chatter about preserving your genealogical records after you’re gone. I have to disagree with those that say if you don’t cite your work it will be tossed. I don’t know about you, but my family could care less where I find what I find. Unless the finder has been bitten by the genealogy bug, no one will understand the importance of citing and analyzing sources.

That said, I’m definitely in favor of following the standards. I think you should do the right thing but that is not going to save your years of effort from other destruction by surviving family members. I firmly believe there is only 3 ways to make sure that your research is preserved but you must plan ahead:

Donate your work locally and/or electronically so that future folks you don’t even know can benefit. These are the people who will not value your work if you didn’t follow the standards soundly.
Publish now and get your work in as many hands as possible. It’s quite simple to publish an eBook or you can print from whatever word processing program you use and have copies made at one of the big box office supply stores. Just type “how to publish an eBook” in amazon.com’s search engine and many free books are available to get you started. The holidays are around the corner and who knows?! A recipient might just get interested.
Getting a family member hooked is not as difficult as it sounds. The idea here is to match the living person’s passion to an ancestor. My kids could care less about their Great Grandma Elsie’s china. I understand that; we’ve used it for years as they’ve grown so it’s not so special. Will it be preserved? Most definitely, but it’s just not that exciting to them. On the other hand, they’re into medicine and research so learning about the life of that great uncle doctor in the 1800’s and a 5th great grandfather who was a chemist really gets them listening. The old tool box is a draw for our son while the old thread is a tie for my daughter to her 2 x’s great grandmother. An attachment develops when you can relate so find the connection and you’re work is safe!

Genealogy Evolution


One of my local libraries was spring cleaning and decided to give away back issues of old magazines. I picked up a few of Ancestry from the late 1990’s and last weekend, decided to sit outside to enjoy our beautiful weather and page through the September/October 1999, Vol. 17, No. 5 issue. Holy Smokes did it jar me!
The main feature was a story entitled “Victorian Rites of Passage” which focused on changing burial practices. Interesting but nothing new. In fact, I remember reading the article back in the day. I was about to just move on to the next magazine when I decided to thumb through the rest of the issue. Glad I did as I paused at “FamilySearch Online: The New LDS Web Site.” I had to stop and think for a moment. Has it really been 18 years since FamilySearch has been active online?! That was my go to place then and continues to be so today.
Genealogy has moved by leaps and bounds since home computers became a norm and we have continued to adapt to the changes. Prior to 1983 when my husband purchased our first home computer, a TI/99 with a genealogy program on a cartridge, all my work was handwritten group sheets and pedigree charts. I diligently typed the information into the computer program while I was pregnant with my first child. We had no printer so I don’t have a printout of those records but it did help me neatly organize names and dates.
By the time our second child was born a few years later, we had moved on to a Compaq system with a printer. Genealogy software in the late 1980’s and 90’s was primarily CD-ROMs which were pricy and always on my birthday/Christmas list.
As educators, my husband and I had FIRN accounts, a text only email and list serv, that we had used beginning in 1994. That was strictly for the education world and no genealogy information was available. Thanks to the free software at Kmart while back to school shopping, my family went America Online (AOL) in August 1995. I remember the date because our oldest had started middle school and wanted to know if we could also get a fax machine so she could fax group assignments to peers. We bought a HP printer-fax-scanner that lasted for years. That was the machine I used to scan all my family photos and documents.
There was little genealogy information available online during those days and I used the internet mostly for the AOL interest groups or emailing distant relatives mining for information. Most of that was done late at night as we had dial-up and if we were online, the home phone was out of service. We got our first mobile phone about that time but it was hardwired into our car and looked like a home phone of the day – cord and all!
I’m not sure when I first downloaded the LDS’ free Personal Ancestral File (PAF) but I remember grumbling about having to re-enter all the data that was stored in the old cartridge program. The Ancestry article mentions the release of PAF 4.0. I used PAF, World Family Tree and Ancestry Family Tree at the time. These were pre-Gedcom days. These were pre-smart phone days. These were limited search engine days. These were pre-gotomeeting days. These were pre-facebook-twitter-linkedin, etc. days.
Wow, isn’t it amazing how far the genealogy world has progressed in less than 20 years? Think about how far we’ve yet to grow. How exciting!

National DNA Day

On April 25, 1953, James Watson and Francis Crick’s article, “The Molecular Structure of Nucleic Acids: A Structure for Deoxyribose Nucleic Acid,” was published in Nature.1 Thus began the DNA revolution.

In honor of that anniversary, Thomas MacEntee has deemed April 25th as DNA Day and other organizations have come forward to offer sales and specials that may be of interest to you (Think of this as a genealogist’s own President’s Day sale!)

Ancestry.com’s price is $79.00. The offer ends April 26th. AncestryCanada price is 30% off ; AncestryUK is 25% off

MyHeritage is also offering kits for $79.00 but will bundle a kit with a subscription for even greater savings.

23 and Me is offering free shipping on their $99.00 autosomal kit with 10% off an additional kit

FamilyTreeDNA is offering Family Finder kits for $59.00

The last time these prices were this low was during the 2016 Holiday shopping season.

1 Watson, James D., and Francis Crick. “Molecular Structure of Nucleic Acids: A Structure for Deoxyribose Nucleic Acid.” Nature 171, 4356 (25 April 1953): 737-738.

Genealogy Throw Back Idea That Worked!


I definitely went old school genealogy this week and like back in the day, it worked! I’m still heavily researching my Duer lines and after meeting someone from Trumbull County, Ohio at a local genealogy meeting a few months ago, decided I should join from afar, the Trumbull County Chapter of the Ohio Genealogy Society.

On Tuesday I received the first newsletter in the mail and I was listed on the first page, along with other new members. In the back of the newsletter was a list of surnames that members were researching. No one was looking for Byrds and Duers but there were several who were researching Morrisons.

Now Morrison is way too common of a last name so I wasn’t counting on finding much for John and Eleanor (Jackson) Morrison but leaving no stone unturned, promptly emailed two of the three individuals listed. I’m going to have to go really primitive with the third person – no email address was provided but there was an address and a snail mail letter has to be sent.

I received email responses within hours and both were researching the same line! Serendipitously, one individual lives very close to me and mentioned th
at she recognized my name as she has followed my online trees for some time. It definitely is a small world! The other individual was a descendant of my Jane Morrison’s sister, Nancy, and she provided me information I previously did not have. I was not aware that Nancy had remarried after her first husband’s death which explains why I did not have a death date for her.

I don’t often blindly send emails anymore so I’m really glad I used this approach. Give it a try!

More Genealogy Tips Based on Renovation Musings

Closeup image of notepad with pen.

If you’ve been following my Genealogy At Heart blog, you know that hubby and I have been in the “middle” of major home remodeling which we began the day after Thanksgiving. When I say middle I really mean it – we’re half way done. Through this chaotic journey I’ve been able to apply quite a few lessons learned from the experience to genealogy which I wrote about a few weeks ago.

On Palm Sunday, our adult kids planned to come over and we were going to take a much needed respite from the renovations to attend a local art show. To plan that in, we worked hard the previous day as we hoped that the hardwood floors would FINALLY be installed in the upcoming week. For that to happen, we needed to finish prepping; we had some minor holes to fill in the concrete and to tile the entry stoop.

I’m a list person – I love to organize via writing and then cross out items when the task is complete. I’ve used technology but for this major project, reverted back to a paper and pencil method. It’s quite motivating to cross out the completed items! I do this with my genealogy, too. Using Excel, I have a spreadsheet that lists the Who (surname), What (I’m going to accomplish – research, transcribe, analyse, etc.) When (the date I place it on my list), Why (the goal, either short or long term) and How (I brainstorm where I’m going to find the info or what I need to complete the task). Some items have been on my list for a long time and others I can quickly accomplish.

Like genealogy, home maintenance doesn’t end. I don’t put “clean up my work space” on my genealogy to do list just like I wouldn’t place “mow the lawn” on my home renovation list.

Some items on my genealogy list may be much more difficult to accomplish than others. I’ve been trying to locate the parents of my second great grandmother, Mary “Polly” Dennis for years and don’t expect resolution tomorrow but who knows?! Records show up in the most unexpected places. Likewise, the hunt for a new door threshold (seriously – cannot find one anywhere that fits our front door!) has got to have a resolution quickly or my power bill will be astronomical. Although there are other important tasks to work on, finding that threshold has to take precedence. Which leads me to flexibility…

I’m not holding my breath that my floors will be installed this week. When I called to verify that the floors were in, I was told the order was partially filled. It’s been nearly a month since we ordered and the company cannot explain why the entire order isn’t ready. I wasn’t thrilled or surprised. Like in genealogy, expect the unexpected. If the company cannot provide the missing items we’re going to have to look elsewhere. Sure, it will take longer to finish but in the end, I sure will rejoice just like I do when I’ve found an elusive ancestor.

Because I’m paying as I go with the house renovation, my initial list only took us to the hardwood floor install. I knew I had the funds to get to that point AND the house would be livable again. So late Saturday after dinner, hubby and I went back to the list and I let him do the honors of crossing out all of his specifically assigned tasks that he accomplished that day. All that was left for him was to grout the newly installed entry tiles. It was time to make a new list for phase 2. Although I’m looking forward to the day my home renovations are through, my genealogy to do list will never end and that’s just fine with me!

New Irish Records Finding Aid

Do you have Irish roots? If so, you need to know about a wonderful document that was released last month. The List of Church of Ireland Parish Register that was once an in-house document compiled by the Public Records Office of Ireland is now updated and available to the general public for free.

I especially love the “Comment” section, key and the color coding which makes finding what you need and where it’s located easier. This 96 page pdf may be just what you need to discover your Irish lines’ baptism, marriage and burial records. ádh mór!

Musing About Life Lessons Learned That Apply to Genealogy


It’s been a slow week genealogywise for me as I’ve been consumed with the house renovations and an increased workload at my educator job. I thought I’d have difficulty coming up with a blog but instead I’m bursting with lessons learned from those situations that apply to genealogy.

With renovations, there is a lot of moving of “stuff” around as we empty one area of the house with the goal of making it an improved place. It’s a total pain to have to physically move items. I also realized I have a lot of things that I no longer use so I’m donating or pitching as I go (or pawning off on my children). This got me thinking about genealogy practices…

I used to have alot of stuff I took with me when I researched; I carried my clunky laptop, notebook, charts, lots of pencils, a camera, phone, stickees, and thumbdrives. It was a workout just getting into an archive. I’ve streamlined considerably and find I can simply take my Kindle, phone, a mechanical pencil and stickees. Instead of many thumbdrives that contained my surname info and individual thumbdrives for my clients, I now just take one for microfilms in case I can’t email it to myself and use the ap on my phone, Office Lens, to take a picture and immediately send it to One Note, for everything else I used to save to a thumbdrive. I can view that from my phone and Kindle to make sure it looked the way I want before I leave so I never get home and realize I needed to get a better view. Also on the Kindle is Evernote, which has my research log template. I still carry the stickees to flag book pages I’m interested in. These changes have made my research life much saner and safer. I don’t have to worry about someone walking off with the laptop if I have to go back to the stacks for another look. I have more flexibility in where I park myself down to research and I lost weight without having to diet. Very cool! Have no idea why it took me so long to figure out I needed to do this room by room in my house.

After a room is finished I find that I might be better off moving items around for increased efficiency. For example, my drinking glasses used to be in a cabinet closest to the sink. I realized it’s a better idea to move them in the cabinet next to the refrigerator as that’s where we go to get cold, purified water, ice and lemon. This practice definitely applies to genealogy. Just because you used to do something doesn’t mean you should continue to do so. Back in the day, I organized my genealogy files by lines. As the data grew I found that it was too complex so I took the time to reorganize by surname. A binder system works well for me today but may not in the future and that’s ok! Change is good although I must admit, as a creature of habit, I do tend to go back to the old cabinet to seek out a glass when I’m exhausted. Habits may be difficult to break but can be done. Investing time to make a task better is time well spent. You may be in for a happy surprise, which gets me to my next lesson learned.

Ironically, last Wednesday I blogged about my recent Dropbox experience. At my educator job, a decision was made right after I wrote the article that our team was going to only use One Note. I spent all day Thursday and part of Friday dropping and dragging files from Dropbox to One Note. Although I wasn’t thrilled to have to readjust my work priorities during a busy time, the situation did give me a big Ahaa! In Dropbox, I saved by event but in One Note, the decision was to save by date. Same situation as moving my drinking glasses and reorganizing my genealogy files! The data is the same but where and how it’s stored is different. So here’s where I learned another lesson – looking at the older files was quite enlightening. I was able to identify some holes in our program which we’ll be discussing this week. Try this with your brickwalls. If your found records are in timeline order, shuffle them up and place them by type of record or location where they were made. You might identify where your gap is and be off and running to locate overlooked events or places where they occurred. It sure is the same stuff but my looking through a different lens you might make a new discovery.

In other words, you’ve got to change your practices up to move forward, even if it’s painful. Happy Hunting!

Dropbox Shoutout!

I’ve blogged before about the importance of saving your work in numerous places and trying to practice what I preach, but I goofed big time!

There are several cloud based companies that you can use as another place to store your genealogical research, or anything else, for that matter. I’ve used the free versions of Microsoft One Drive, Google Drive and Dropbox. Earlier this month I received an email notice from Dropbox that my “free” account was going to come with a price tag at the end of the month. Why? When I purchased a new desktop system last March, it came with additional Dropbox storage space for one year. The year was up so I had to pay if I wanted to continue service. Dropbox offered a special price of $79.00 for 1 terabyte of storage with the understanding that the following year, the price would be $99.00.

The email notice came the week we were having the tile removed from our home so I saved it with the intention that I would look at it later when I had time. Here’s where the situation gets messy – I actually have 2 Dropbox accounts; one is for my primary job as an educator with a large public school district and the other is for my genealogy and personal information. I try very hard to keep my educator business only at the workplace and my genealogy only outside of that worksite but good intentions aren’t enough. Sometime between the initial email from Dropbox and the time I decided to act on the special offer, I logged into Dropbox from my home computer with my educator account. In hindsight, I remember doing this as I needed to print an itinerary for a field trip the night before so that a last minute added chaperone would have the information. In my haste, I didn’t log out of that account. My bad!

So, when I decided it was time to purchase a year subscription with the special offer pricing, I didn’t catch that I was purchasing a year’s rate for the wrong email account. Unfortunately, as soon as the confirmation came through and I clicked to open my account, I realized the mistake.

I searched high and low on the Dropbox site for how to switch the accounts but it wouldn’t allow me to as the popup stated there already was an account for the email address I was trying to switch to. Yep, that would be me! Couldn’t find instructions online on what to do or who to contact to fix the problem so I cancelled the transaction, or so I thought, logged out of the academic account, logged on to my personal account, went back to the email offer and followed the link again with the intention of repurchasing a year’s subscription for the correct account. Well, that didn’t work either as a popup told me the offer was “expired.”

I then looked again for a way to contact Dropbox and discovered they have NO LISTED PHONE NUMBER anywhere on their site. When you click “Contact,” your options are departments and none was billing. I selected “Customer Support” which turned out to be technical and not financial. I online chatted with an associate who told me he would transfer the chat to the correct department. I was transferred but I only got a form filler, no chat option available. I filled out the form and figured I’d hear in a few days.

A week went by and I never received a response so I decided to again try the link from the original email. Hey, maybe they reactivated the offer! They hadn’t. I panicked and removed everything from my personal Dropbox account to my home desktop. I resigned myself to checking out other cloud storage companies.

Here’s where the situation gets even more complicated! The following week I noticed I had a message on the Dropbox ap on my phone. It was giving me a special offer. I know that the phone ap is for my personal account so I was thrilled that I could continue service. I processed the transaction through the phone, went home and moved all the files back into Dropbox and thought life was good.

Imagine my surprise when I got my credit card statement and realized that Dropbox had charged me twice with no credit for the first mistaken transaction and that the accounts were still confused. I tried to put the transactions in dispute online but the situation didn’t meet the drop down menu options. My bank’s customer service person patiently listened to my sob story; she didn’t have a phone number for the organization either which I guess confirmed part of my tale. Two disputes were placed and I am happy to report that in just a few hours, Dropbox issued me a credit for the educator account transaction AND credited the transaction for the personal account to reflect the special offer. I am very happy with the resolution.

Lesson Learned – next year, I will definitely make sure I’m logged into the correct account before I pay!

Saving Your Gedcom

Spring is just around the corner and at the top of your “to do” list, make sure you backup a copy of your gedcom. Yesterday, while hubby and I were painting away as the home renovations continue, I got a call from a former Client I had done some consulting work regarding his Irish ancestry. He called to thank me for making this year’s St. Patrick’s Day even more memorable as I had pointed him in directions that saved him time and money.

I had also recommended that he always save his Ancestry.com tree in another location and we had discussed several options. Why do I recommend that? I’m definitely not trying to start a malicious rumor here as I believe there is no problem at all with Ancestry.com but in this crazy world, you just never know. I’m a planner (and a little paranoid) so I think about the what ifs in life – what if I can’t pay for the service any longer, what if they get hacked and I can’t access my lifelong work, what if they get sold and the service becomes deplorable? (On a side note, my hubby thinks this is a little irrational and he’s probably right. I say some people fear immigrants and I fear losing mine!) So my concern led me to find alternatives for my trees.

My Client decided to download the free standard edition of Legacy Family Tree but he had difficulty following my Ancestry.com download instructions. I talked him through it remotely and understand why he had a problem which you, dear reader, may also encounter.

If you’re new to this process it’s quite simple, just follow these steps:
Log on to Ancestry.com
Click “Trees” on the Ribbon and scroll and click on “Create & Manage Trees”
Click “Manage Tree”
Under “Manage Tree” in the green box on the left, click “Download your gedcom file”

Be patient, it may take some time, depending on the size of your tree.
Once downloaded, if you open the file it will be gibberish so you must install a program that can read a gedcom. You have several options; I’ve listed those that I’ve used that allow you to save the program to your own computer and/or place in your own Cloud (Google Drive, Dropbox, etc.) so you have complete control over the data:
Legacy Family Tree – free with the standard edition; small cost for a program that does more.
Rootsmagic – small cost and by mid-April it will sink with Ancestry.com
Family Tree Maker – small cost, used to synch with Ancestry.com but I experienced problems; supposedly works now.

Or, you can join another organization like Ancestry.com and save your tree there. I’ve used My Heritage as an alternative.

There are lots more options that I’m not familiar with – for a review of the opinion based Top 10 click here.

I haven’t done this but am exploring these as other options some day:
Familysearch – free, however, you are donating your tree to their genealogical community and although it is a backup, you don’t control it any longer. Scroll down to the bottom of the page and follow the directions under “Contribute Your Research”
Wiki Tree – free, however, when I tried to upload several years ago my tree was too large for them. Haven’t checked back to see if their system will take it.

Whatever you choose is your personal decision but you have to select one so you can access your data.

Here’s where my Client got stuck – on Ancestry.com, step 4 above, he clicked “Download Tips” and got information on deleting his tree so he panicked and stopped. That was wise as you DON’T WANT TO DELETE THE TREE!!!! Once it’s gone, it’s gone.

When I click on download instructions I get the following:

“If the “File Download” window does not appear and Windows automatically downloads a text file:
Right click on the “Download your GEDCOM file” button.
Select “Save Target As…”
A “Save As” dialog box will display. Select a location for the file that you will be able to find later, such as “Desktop.” Then give the file a name and click on Save.”

He didn’t need to follow the 3 steps above. Once he clicked “Download your gedcom file” he was able to successfully save it to his hard drive. He selected to install the free Legacy Family Tree program and I listened as he followed the Legacy prompts and uploaded the gedcom. He was quite happy when it was finished.

You’ll be really happy, too, when you know you’re hard work is safe and accessible. Personally, I think sitting on my derriere to download and upload a gedcom is the easiest spring cleanup to do!

Thank You Familysearch.org!

I love Familysearch.org for so many reasons – the wiki, the records, the tutorials, the ease of use, I could go on and on. I mentioned this at a recent local genealogy conference I attended to my tablemates and was surprised to learn that they had not signed up for a free account. Then yesterday, I was volunteering at an Ask-A-Genealogist Day at a library where I met several folks who had never heard of the site.

One gentleman was so excited he called his wife and brother to tell them about the records we found on his grandparents. A very sweet woman teared up when I showed her a marriage license her grandfather had signed – she had never seen his childlike signature before. He died before she was born and had been uneducated but her grandmother made sure she had the money to go to college so she’d have a better life. I forwarded the link originally sent out by Thomas MacEntee about the upcoming Irish research workshops that Familysearch is offering all week that I bet St. Pat would have attended if he were alive! Another man told me his wife will be so happy as he wanted to make a trip to Ireland ala WDYTYA and she told him that was ridiculous since he wouldn’t have archivists drop everything for him. So he’s tuning in, learning and planning to save time and money. Can’t get better than that! Interested and want more info on this event? Click on this for the flyer.

Trust me, Familysearch has not solicited for money or sent beaucoup annoying emails as many other genealogy based groups do. Why should you register on the site? After creating an account you’re able to connect with others who are pursuing the same lines you are. BillionGraves is now synching with Familysearch so there’s another reason. It’s easy, it’s free and it’s a valuable genealogical tool. You’ve lost an hour today so insure you don’t lose more time – sign up at Familysearch.org today.