Matching unmatched DNA matches by Casting a Wide Net, Part 4 – Proving the matches, and establishing a theory of connection

Matching unmatched DNA matches by Casting a Wide Net, Part 4 – Proving the matches, and establishing a theory of connection

In the first three parts of this series (Part 1, Part 2, Part 3), we went through and tagged all 288 of our Ancestry DNA results that were related to a group of matches which had Woodley/Woodson surnames in their attached trees. We then built out a common tree for as many of the matches as we could, to nail down common ancestors, and to gain clues on where these matches link up with our tree. In this installment, we leverage GEDmatch, and deductive reasoning, to identify where we think our tree will link up with their trees.

The largest DNA matches (by centimorgans) we identified in Ancestry had also uploaded their DNA results to GEDmatch, so we were able to do tests to confirm they all truly matched. The “One-to-One” matches for each of them confirmed they were all related to “Mary”. It’s not scientific to say that all 288 were actual DNA matches, but we know the core group of matches are and that a good number of the matches-of-matches are likely also legit.

X DNA is tricky, but the important use of it identifying people who you CAN’T be a match if you share X DNA.

We were also able to use GEDmatch to identify the “true” cM match amounts between various matches, and from there we leveraged the International Society of Genetic Genealogists’ table showing cM ranges and averages between various family relationships (Shared cM Project – V3). The closest match for Mary was “W.W.”, and we settled on 133cM as their match level. The most likely relationship for that level of match was with a shared Great Grandparent, with W.W. likely being a 2nd Cousin, or a 2nd Cousin Once Removed. When we fleshed out the other 12 matches on paper, they all roughly fit this notion that they matched either Mary’s Great Grandparent or Great-Great Grandparent.

Inheritance pattern for females (X DNA)

The other thing that jumped out at us, unexpectedly, from GEDmatch was that some of the 5 matches there had X DNA matches as well. X DNA is tricky, but the important use of it identifying people who you CAN’T be a match if you share X DNA. For example, a person will only inherit X DNA from their mother, so if you have an X DNA match that you’re theorizing is related to someone, but there are two male relatives in a row between the two matches, that isn’t possible.

Once we built out the theoretical map between all the matches and Mary it all fit that her GGP’s could be Roman and Mary Jones, and with the DNA levels and inheritance pattern of X DNA it’s likely that Marie’s relative was a daughter of Roman and Mary. It also pointed strongly to the matching being on her mother’s side.


Screen Shot 2018-08-10 at 3.18.43 PM
“What are the Odds?” gives you the chances of various hypothesis’

The day after we did our work on paper with the ISOGG chart as our guidance, DNAPainter introduced a new tool called “What are the Odds?”  that does the same work we just did on paper! It’s easy, it’s awesome, and we’ll cover it in more detail in a future post. But, most importantly, it showed us that it was 77 times MORE likely that Roman or Mary Jones’s parents are our Most Recent Common Ancestor, than anyone else. It’s technically possible that our Mary is directly descended from Roman and Mary Jones, or that they are connected by 4xGGP’s…but it’s much, much more likely we’re looking for Mary’s 3xGGP’s, the parents of Roman and Mary.

Looking at Mary’s tree, and she of course has 2 maternal GGM’s. One, we have some documentation (mostly Census info with Ancestry Member Trees), but the other we had almost no information. We’re guessing the one we have little information on, Annie Caswell, might be the best lead, so we’re going to dig into her.

Samuel and Annie Caswell were born, married, and died in and around Crowder, MS. Family lore has Sam and Annie as Mary’s grandparents, but we only have Annie’s Census birth date, and no maiden name for her. About the only piece of hard information we had was that Samuel might have died in July 1974 (based on the SSDI).

Time for some old-school genealogy, to hopefully prove out the high-tech theory that points to Annie Caswell being on the Jones line.

Next in the Series: Matching unmatched DNA matches by Casting a Wide Net, Part 5 – Rolling up our sleeves and doing some genealogy

Matching unmatched DNA matches by Casting a Wide Net, Part 3 – Building a single tree using all of our DNA matches Public Trees

Matching unmatched DNA matches by Casting a Wide Net, Part 3 – Building a single tree using all of our DNA matches Public Trees

In Parts 1 (Casting a Wide Net, Part 1) and 2 (Casting a Wide Net, Part 2) of this series, we went through and tagged all 288 of our Ancestry DNA results that were related to a group of matches that had Woodley/Woodson surnames in their attached trees. In this installment, we get to work!

After we took a few days off, we downloaded the list of “Mary’s” (our Grandmother we’re trying to build matches to) DNA matches, and converted it to an Excel spreadsheet. We filtered the list to only show the 288 matches we’d tagged as related (DNA Line 47!), and deleted the rows that weren’t tagged. Next, we filtered on Private Trees and color-coded those 128 rows in Red since there’s no further work we could do on those lines.

That left us with 160 matches that had at least a small Public Tree. Sorting the list by centimorgans, we started reviewing each match one-by-one. The first match, with the most DNA in common, had a large Public Tree, so we started a speculative tree using the match as the root, and building back to the oldest Woodley ancestor. We followed the steps we outlined earlier in How to Build a Good Public Tree (Building a good Public tree), so we had a decent foundation of facts supported by documentation. Going to the next match, we attempted to build a link between the first tree and this second tree. We found the link, and could tie these two DNA matches to each other in our speculative tree! We flagged these linked matches Green in the spreadsheet, and moved on to the next.Screen Shot 2018-08-05 at 9.08.17 AMWe soon had a small skeleton tree building out nicely. We quickly found 4 matches we could link up, 2 others that we couldn’t build out from the data they had in their Public Tree (we flagged those as Yellow), when we hit the tree that brought it all into focus. “W.W.” had a 72cM match with Mary, and a Public Tree with over 3000 members. As we built this link, we found the most important data we’d learn in this project: The shared ancestor wasn’t a Woodley/Woodson, it likely was Roman and Mary (Stewart) Jones.

Roman and Mary Jones were born into slavery on the Eastern Seaboard in the 1830’s, and the Public Trees files available for them seem to have good Probate data showing the trail of ownership for them through to 1860. It appears they have 8-10 children that we know of (3 of which are confirmed with this DNA work), and there’s even an amazing picture of the couple. It appears someone has done quite a bit of work on this couple.

As we built this link, we found the most important data we’d learn in this project: The shared ancestor wasn’t a Woodley/Woodson, it likely was Roman and Mary (Stewart) Jones.

We spent weeks reviewing the 160 matches with Public Trees, and we eventually were able to link 12 of matches together in one speculative tree. All 12 share Roman and Mary Jones as a common ancestor. We also found 4 other matches that we could build out quite a bit, and we believe they are close to being linked to this grand tree, but we couldn’t find that missing piece. We called these “Orphaned Trees” and tied them into a placeholder.

The remaining 145 matches had data in their trees, but we couldn’t find good patterns to match with just what was online. For these 145 we built a spreadsheet of the listed family names, so that as we continue our research we can hopefully match those family names to new matches, and expand the tree.

Ultimately our tree has nearly 500 names with good data supporting each one. We didn’t use Member Family Trees to support any of the facts (other than some relationships), and we were able to shrub out some of the less developed branches with siblings/offspring/etc.

The bad news was, we couldn’t link ANY of these matches to our Mary directly. We are confident the matches are all were related to Roman and Mary Jones, and we can reasonably assume our Mary is too, but the link just wasn’t there yet.

That lead to our next step: leverage GEDmatch to confirm our theory that these were valid matches, and try and come up with an educated guess on where our Mary might link in with this group.

Next in the Series: Matching unmatched DNA matches by Casting a Wide Net, Part 4 – Proving the matches, and establishing a theory of connection

Matching unmatched DNA matches by Casting a Wide Net, Part 2 – Identifying all “Matches of Matches” as a Group

Matching unmatched DNA matches by Casting a Wide Net, Part 2 – Identifying all “Matches of Matches” as a Group

(Note: Before we go further, we rely heavily on Jeff Snavely’s Ancestry DNA Helper tool for this work. It’s a Chrome plug-in that adds a lot of essential functionality to Ancestry DNA results. You can download it here: DNA Helper. For this project, we’re specifically using two features: “Search Test Notes” and “Download Matches”, and if you’re following along at home, you’ll want to get this tool and get acquainted with it.) 

As we discussed in our first post (Part 1 – A crazy, desperate idea), we came up with the idea to cast a wide net on this group of matches that have “Woodley” or “Woodson” surnames, build out one big speculative tree for them all, and see if we can identify a pattern to the matches that would indicate where the DNA grandma in question (“Mary”) might connect.

It is critical that we identify the target group from the nearly 11,000 DNA matches for Mary. It started easily…select the closest match with “Woodley” in their attached tree, and put a string in the Notes field of that match. Our note indicated who’s side of the family this match was on, and broke down if we’d researched it yet, and tagged it as “Woodley/Woodson family, unresearched – Line 47” since this is the 47th separate shared ancestor we’re researching in on DNA trees. By adding this note, we can easily search all of the matches later, and when we have the entire list of matches, we’ll be able to review and confirm the status of each. Have we reviewed the match’s tree? Did we find out how they fit in the large shared tree?

Click, paste, click, click, paste. Times 288. It took over a week, and it was some of the most boring work we’d ever done in our time doing family history.

Once we added the first note, we clicked on “Shared Matches” and clicked on the first match that Mary and this match shared. We then added the same note to that person, and repeated the process. Match, note, Shared Matches, click Match. We had NO idea how many matches we’d have to repeat this before we started. It turns out it was 288 times. Click, paste, click, click, paste. Times 288. It took over a week, and it was some of the most boring work we’d ever done in our time doing family history. We’ve gone through 10 years of unindexed registers of the Educable Children in Tallahatchie County, Mississippi…with about 300 pages per year. That was fun and excited compared to this. We had NO idea how many matches of matches were in front of us.

Line memoTwo things to note. First, yes it was horrible work, but it was great to finally make progress on such an intractable line with so little data on how those matches matched. Second, this is amazingly unscientific so please know that we knew going into this that some one of these people weren’t matches, they merely were tagged as potential matches by Ancestry. There’s no way to confirm the level of confidence in a match in Ancestry, so we took it at face they all were. That way we’d cast that net as wide as we could, because you didn’t know who’s tree/match would be the valuable one that would provide the connection we needed.

Click, paste, click, click, paste. Times 288. Not even knowing if this would pay off.

After over a week of work, when it was finally all done…we took a few days off. Our minds needed the break. But the hardest, worst part of this project was done, and we were about to start the fun, valuable stuff!

Next in the Series: Matching unmatched DNA matches by Casting a Wide Net, Part 3 – Building a single tree using all of our DNA matches’ Public Trees

Matching unmatched DNA matches by Casting a Wide Net, Part 1 – A crazy, desperate idea

Matching unmatched DNA matches by Casting a Wide Net, Part 1 – A crazy, desperate idea

It’s one of the things that slaps you in the face when you jump into DNA Genealogy: Finding a genetic match will rely mostly on other people’s trees being built out to 3x and 4x great grandparents. Since most people who take an Ancestry DNA test don’t have their trees completed to that level, we spend 90% of our time building other people’s trees in order to make matches.

This is amplified when doing African American genealogy, since there are even fewer complete trees available. It is not surprising, given that this country didn’t treat African people as humans for most of its existence, and then we spent the next 100 years or so denying those of African heritage basic rights and access to government across large parts of the US. It resulted in not only devastating impacts, but also simple things like Vital Records not existing, cemeteries segregated and at risk of being destroyed without a thought, etc. Combine that with the cultural hesitance in good parts of the older African American community to either ask or discuss their history with their elders and children (it can be a damn painful story!), and it’s no wonder this fun hobby the European American side of our family has enjoyed for over 100 years wasn’t as nearly matched by our African relatives.

We came up with a strategy on how to break this wall down: cast as big a net as we can, catalog every match-of-a-match that we can identify, and build out all of the trees we can as far as we can to see if we can start building a tree that gives us hints as to where our family might flow through

But, as we build our American Genealogy, we are working to build that side of our tree out and to use DNA as a tool as much as possible. It’s not like we’ll quit just because it’s much harder!

With that, as we went through the DNA matches on Michael’s maternal grandmother’s lines, there are no matches that aren’t from the tests we manage, or from close relatives that tested independently and let us know their results. But as we browsed through her results, we kept coming across two surnames in a bunch of matches: Woodley/Woodson.

Marie's Tree
It’s nearly impossible to build a 3rd Cousin DNA match when you have solid info on only 3 of 16 2xGGP

We have no Woodley/Woodson in our tree, and none of the trees we looked at provided any hint as to the path that might link these matches and the maternal grandmother in question. So, after mulling this for a couple of months, we came up with a strategy on how to break this wall down: cast as big a net as we can, catalog every match-of-a-match that we can identify, and build out all of the trees we can as far as we can to see if we can start building a tree that gives us hints as to where our family might flow through. Once we had the best tree we had, we hoped that using the strength of each match mapped to that tree would give us hints on where to dig in a build the links between our target (“Mary”) and her matches.

We knew this would be further complicated by not entirely knowing/trusting that the man listed on her Birth Certificate is her father. Going into this there was a 50% chance that all of these matches might link to a side of the family where we know only a man’s name…and it might not even be the right name. Again, just because it’s hard doesn’t mean we weren’t going to do it, and the hope was that even if the matches are all from Mary’s father’s line, that will just help us learn more about that brickwall.

We’re going to cover this in a series of posts, and next we’ll talk about how we cast that net over 288 DNA matches and very little other supporting data!

Next in the series: Matching unmatched DNA matches by Casting a Wide Net, Part 2 – Identifying all “Matches of Matches” as a Group


How to: Adapting online sources to your own, with your own citations

How to: Adapting online sources to your own, with your own citations

Over the last year, we’ve probably spent half our genealogy time working on one project: cleaning up the sloppy work, especially with citations, we completed in our first years of assembling this family tree.

We had read Black Roots by Tony Burroughs (Black Roots) before we started, and beyond everything else he advocates a great genealogy process and has lots of advice on how to proceed building your family tree. He warns against falling to the temptation of just building out as fast as you can, and focusing on document collection instead of getting the things like oral family histories that you will not be able to get later.

We promptly ignored Mr. Burroughs’ advice, and clicked every shaky leaf we could see, we built out based on Ancestry User Trees, we accepted nearly every hint, and we ended up with a mess. A pretty solid, very useful, mess. The tree has good bones, but it probably causes more harm than good as a public tree some days. It’s why we’ve spent so much time going back and cleaning up our mess.

As we looked to clean up our main tree, and bring it into a much better, cleaner, accurate record of our family history, we started with one item which we don’t see many researchers publishing: attaching all sources as ours, with citations attached. This gives us a standard source format for all our evidence, and it gives us full ownership of the records and media, independent of what the original publisher chooses to do with it later.

The bulk of our process is taking all sources, online and offline, drafting a proper citation (following Evidence Explained as best we can), attaching that citation to the media/record, and then publishing our extracted record as the evidence supporting various facts. For online records this means not just accepting’s record entry and attaching it directly to our tree, it means downloading the media, crafting a proper citation, and manually attaching the record to our tree, while citing/linking to the online record.

There are many advantages to this approach (and we’ll blog in more detail on them next week), but the most important two benefits are this: we fully understand the quality of the record we are publicly attaching as valuable evidence before we do so, and we now fully own the record (and the media) regardless of what happens to the original digital source. For example, websites close, message boards with attached files get archived, subscriptions lapse…but if you have followed this approach, the 1880 U.S. Census record for your 2x great-grandfather is still attached to your tree, still shareable, and still visible no matter what happens to the original digital record.

Today, we’re going to walk you through how we do this, and how we attach it to our tree.

Step 1 – Download the record

Screen Shot 2018-01-25 at 9.55.47 AMWe’re going to use a record with media as our example, but this would largely hold with database-only or index records that don’t have media. First off, locate the record you’re interested in and download it from the holder of the electronic record. Most sites have a “Download” button, but if not, try right-clicking the image and select “Save image…”.

Step 2 – Create an MS Word document of the record, by inserting the picture

Open a blank Word document, and save it in the proper folder (we create a folder for every ancestor, and we would create it under their name and we would have copied the file from Step 1 into this folder). Adjust the “Orientation” to match the document (in our example, it’s a square shaped document, so we chose Portrait) and the “Size” (match the size as close as possible to the original size, so in our example we selected Ledger size to match the census sheet). Then select “Margins” and set them to “Narrow”. This will let you use as much of the sheet as possible.

Screen Shot 2018-01-25 at 10.06.51 AMNext, click “Insert-Pictures-Picture from file…”and select the image you downloaded in Step 1. Make the sure picture is selected, and click “Wrap Text-In front of text”. Now, you can move the image freely in the document, and you should resize it until it takes up most of the sheet…leaving enough room for text on the bottom.

Step 3 – Attach your citation

We’re not going to address how to craft a citation here, but we are huge fans of Elizabeth Shown Mills’ Evidence Explained and have done our best to follow that standard. For fellow adopters of the EE standard, we are using the “First Reference Note” as our citation for our images.

Create a text box below the image you inserted in Step 2 (Insert-Text Box-Draw Text Box), stretching it from end-to-end of the image above. As with the image, make sure the new text box is selected and click “Wrap Text-In front of text” to allow you to move the box freely on the page. Click in the box, and type your citation. When done, resize the text box to make sure it’s as close to the edges of the image as possible, and sized to keep the text as close to the bottom edge of the image as possible. Save your document.Screen Shot 2018-01-25 at 10.34.48 AM

Step 4 – Prepare for publishing

Screen Shot 2018-01-25 at 10.37.30 AMNow that the document is complete, save as a PDF file. This will make it easier to share later, and easier to print if needed.

Next, we convert this document to an image (.jpg) so that it appears easily readable in online trees. We use a free website to do the conversion ( but feel free to do it however you’d like. Some people just do a screen capture of their final document, some people just save as .jpg from a tool like SnagIT. Once we have created the .jpg, we’ll take the opportunity to crop it tight to the margins of the image, keeping the citation visible.

Step 5 – Create the Source in your Online tree

There are many different ways to do this, but it basically comes down to two methods: Create the source Online or create the source in your genealogy software and sync the change to your online tree. Either way works, and it’s basically the same tasks for both approaches.

Create the source record, and draft it to the standard you follow for your sources. In our case we are using Family Tree Maker to create the source and attach to the facts, and we use the citation we created in Step 3 as the main citation for the Source. We also make sure to attach the web link to the record in the Source, so that you can click through to the original online record just like if you had attached it from the online source directly.

Screen Shot 2018-01-25 at 11.29.09 AM

When you’ve completed creating the source, attach the image of the record created in Step 4, attach the source to your facts, and you’re done!

Screen Shot 2018-01-25 at 11.30.43 AMAll told this exercise takes about 5 minutes per source, and you’ve ensured that you will forever own this Source material, no matter what happens electronically in the future. And, as you’ll see in our next post, you can lose very precious information when online sources are taken down unexpectedly…

Coming up with a plan to manage my new, huge family history collection

Coming up with a plan to manage my new, huge family history collection

As I wrote about in my last post (The find of a lifetime…twice in a weekend), I was pretty freaked out about the impact of receiving the largest collection of family history items I’m likely to ever receive. By the next day it was clear that someone else had claimed the photo albums that were found in Oregon, so it was just this huge collection that I had to process.

What I was feeling those first few days was basically a powerlessness that soon disappeared once I realized we can manage this if we just took a deep breath and put together a plan.

IMAG1082Luckily I had a few bourbons, relaxed, and we came up with a plan. That helped get us back to appreciating this blessing we’ve received, instead of focusing on anything negative.

Before we get to that however, here’s a quick update on the collection. The first thing that jumped out at me is that this isn’t a single collection; this is the remnants of my Great Grandmother’s, my Great Grandfather’s, my Grandmother’s, and my Uncle’s collections. The first boxes came from my grandmother’s cottage after her passing, and there are many documents from/to/regarding her, however there is a trove of correspondence and photos and documents from her parents. In-fact, there are even some that are from her grandparents! Each generation likely collected what they could from the previous generation, and it eventually grew into the collection that’s on my dining room table. What I’m finding most interesting is the letters that reference events, and then finding the invitations to those events in other parts of the collection. Also, the few letters where I’ve found both sides of the conversation for a letter or two are fascinating. Most excitingly I’ve found many photos of relatives that we’ve had no previous photos!

Here’s how I calmed down, and started attacking the collection, and the impact on my life outside of this hobby.

Research how to archive a collection

My first thought was that I would catalog, inventory, scan, present, and cite each item in the collection, touching them once before putting them into their final archival state. But how should I properly archive them?

I Googled it (of course!), and pretty quickly came saw there was a pretty common approach to these collections. The New England Historic Genealogy Society has a great video walking through the common wisdom on how to archive items (Organizing and Preserving Your Family Papers), and it wasn’t long before I had come up with a strategy. I also visited my local History Museum and met with a very helpful historian there to review some of my questions, and found I was largely on the right track.

Split tasks, focusing on organizing and protecting the collection first

It became clear that we can’t spend the year moving these boxes back and forth from kitchen counters, to the dining room table, to the couch (if the 18-month old is restrained), as we live our lives. It was also obvious that keeping everything in the plastic tubs they came in for months was going to be a good medium-term strategy.

Buy 1000 nitrile gloves, you’re going to need them all! You can also see our inventory log in the background.

We made the choice to focus on collecting an inventory as we move each piece into archival storage first, and when that’s complete (and the collection is organized/protected), we’ll go back and catalog, scan, present, and cite each piece. It does mean touching everything twice, but it also gets the collection protected and in proper storage much quicker.

Make choices on archival strategies, and purchase supplies

One of the things that is immediately apparent about archiving this collection is that nothing is cheap. That inevitably will make us make choices about how to protect items, balancing their long-term survival with the costs of providing maximum protection.

Since we have a nice space that’s largely temperature and humidity controlled, and away from exterior walls/plumbing, the main risk to this collection is the acidity of the papers that makes it up. The best way to protect the paper would be to separate each piece in a sleeve made of polyester, polypropylene or polyethylene (3P’s), but in a collection of what will likely be at least 1000 pages of various sizes, it would be very, very expensive. However, as long as you choose carefully, many copy papers are acid-free and you can separate your documents using these papers, and stop the acid transference between pages that will eventually destroy the documents. The downside to using paper, instead of a 3P sleeve, is that the paper will need to be replaced every 3-5 years since it will become acidic as the historical documents transfer their acids to the acid-free paper over time.

Get the newsprint away from everything else

The most acidic paper in any collection is newsprint, and it’s doing the most damage to the collection, so it’s best to start by getting it out of everything. There were close to 200 newspaper clippings related to my great grandfather’s time in Congress in Box 1 alone, so we pulled them all out and put them in their own folders. The experts are divided on what to do with newsprint, but many archivists suggest making copies of what’s of interest (on acid-free paper), and destroying the originals. We’re taking a little different approach, in that we scanned everything into raw image files, and then put the original clippings in their own folders in their own archival box. Eventually we’ll put a 3P sleeve around the entire batch of clippings, so that the acids won’t leach out of the newsprint, but it will continue to subject the clippings themselves to acid. This will eventually lead to the loss of the documents, but they have largely survived for over 100 years, and so with good digital copies, and limited archiving, we should be able to provide some preservation without going through the huge expense of trying to protect each piece.

We assigned a document # to each clipping, and inventoried them as they were scanned and stored, so we have at least basic information about each.

Separate the documents from the photos, inventory, and store the documents

IMAG1083We decided to attack the documents first, and for them we’re going to categorize them by type (Personal correspondence, Speeches, Misc. documents, etc.), separate each page with acid-free copy paper, inventory the document with basic information (description, date, author, target, etc.) and a document #, and store them. The documents are going into 5″ deep, legal-sized metal-edged archival boxes and legal-sized folders. I already had archival folders, and some of the boxes, so adding more to store the collection makes sense. We are making sure that each sheet is smaller than the copy paper dividing them, so we’ve bought letter, legal, and ledger sized paper.

Here’s the products we’re using for documents:

Sleeve each photo in a PAT-tested envelope

How best to store the photos has been a bit of a dilemma. In the past we’ve used 3P 3-ring binder pages of 4″x6″ and 5″x7″ pockets, and stored them archival binders. However, faced with hundreds of photos of various sizes, it’s taken some work to decide how to archive these pictures.

We don’t have a complete strategy, but since most of the photos are 5″x7″ or less, we started there. We’ve ordered individual 5″x7″ envelopes with PAT-tested clear windows on the front. While some archivists suggest writing information on the backs of photos using either pencil or an archival-quality marker, there’s another school of thought that suggests to use envelopes for photos and to write information on the envelopes. Given the more dense storage of envelopes and storage boxes vs. 3-ring binders, and that we’re more comfortable not writing on original photos, we’ve gone the envelope route. We will likely go with larger envelopes for the larger photos, and a large metal-edged box for them, but we haven’t decided yet. It’s been harder to find a large enough 5″x7″ storage box to hold all the photos than we would have guessed, but ultimately we’re trying the box made for the archival storage of shoes from Gaylord since it will give us 13″ of photos.

Again, once we focus on photos we’ll be doing it two phases: first, inventory, assign a photo #, and store them archivally. Once the collection is completely protected, we will come back and scan them, catalog and identify them, and then cite/publish them.

Here’s the products we’re using for photos (so far):

Books, misc. relics, etc.

Box 1 is only photos and documents, so we’ve only addressed how to approach those item. Boxes 2 and 3 are much more book and relic focused, so we’ll figure out how best to archive those items as we get to them.

Balancing time going forward

One of the main worries we had when the collection arrived home was how we will do any other work now that there is years of work in front of us. It took a couple of days, but the solution was pretty simple: manage the time we have, and live within our means. We’ve decided that Monday and Wednesday nights are genealogy nights, Tuesday and Thursday are family history-free, and we play the weekends by ear. I’ll get up early on the weekends and get a few hours of document work in while everyone else sleeps (I’m used to getting up at 5:30a anyways), and the college-aged boys home from school have been pitching in.

We’re working on the balance of family history projects still, and you see it in this blog. Instead of posting 2-3 times a week, it’s been barely 1 time a week since we received the collection. Additionally, the great document I’ve been working on to better understand how a formal Research Plan can breakdown brick walls (Elizabeth Shown Mills has just the right guidance at just the right time!) hasn’t been opened in two weeks. We’re forcing ourselves to put down the collection and focus a bit on DNA, and a bit on Felice’s lines, but we’re going to have to get much better at this as time goes on.

But the important part, for both the time division as well as the overall archiving of the project is this: there is a solution, and we just have to focus on finding the right tools, the right strategies, and the right balance. What I was feeling those first few days was basically a powerlessness that soon disappeared once I realized we can manage this if we just took a deep breath and put together a plan.

More to come on this amazing collection!

Building a good Public tree – Part Four: Attaching your personal research to your tree

Building a good Public tree – Part Four: Attaching your personal research to your tree

In Part 1 of this series (Building a good Public tree – Part One: sources, citations, facts, and proof), we talked about some of the fundamentals of how to understand the components of a properly sourced a tree on In Part 2 (Building a good Public tree – Part Two: Attaching facts to sources, and using “wrong” facts in your tree), we talked about how it’s best to attach a fact to each source as it’s presented, as opposed to attaching all sources to the preferred fact. In Part 3 (Building a good Public tree – Part Three: Attaching online records to your tree), we walked through putting those approaches into practice using sources found in various databases. In Part 4 we’ll walk you through how to attach your own research to your tree.

When we talk about “your” research, it’s a broader concept than just the work you’ve done, it also includes the sources you’ve found outside of We’ll cover both here, but think of this part as focusing on all the data you’ve found that supports your tree that other users might not have knowledge of or access to. We have a lot of Google Books sources in our trees, along with original research conducted in cemeteries, courthouses, and family interviews, and bringing that context outside of what’s commonly found on Ancestry will be of huge value to those researching the same ancestors as you.

One thing we’ve learned is that for all of what we’ve put out in original research, we’ve gotten back much more from other researchers who have done their work on our lines. It’s pretty evident that by giving more publicly, you will receive back more than you give.

One caveat before we begin on this Part of the series, the tool we use primarily to source our research isn’t, it’s Family Tree Maker. This is about the only portion of the series where we’re not practicing what we preach, but he goal was to show how to use to create a good, solid tree that can be shared Publicly, and keeping with that we’ll use only that tool to achieve the desired result. Just understand, we haven’t done as much work on establishing a process for these sources in Ancestry as we have for the rest of parts of this series.

Create Media for your source

Before we create a source, we prepare a .jpg of the source we’re going to share so we’re ready to attach it into the tree. Creating that image consists of 3 steps:

  • Create an image/transcript of the source
  • Attach our citation to the image/transcript
  • Create the final image that contains both the image/transcript and the citation

This was a lesson learned the hard way. Our first major research was with a local cemetery that contained a large number of Rick’s Father’s Mother’s family, and that had largely been uncatalogued. After gathering a large number of documents and photos, we attached them to our tree to the great delight of a couple of researchers who we’d been in contact with and who had been working on this line for over a decade each. We attached photos of the documents and/or graves, created the proper citation info in Ancestry, attached it our tree and left it at that. Within two days, both researchers took the images from our source, attached just them to their trees, and presented them without any of the citation information we’d attached to the record. For all intents and purposes, it was presented as their own photos, and to this day we see them shared on other people’s tree with absolutely no source info attached.

Since then, we’ve learned to embed our citation info in every publicly shared image so that no matter where the image is saved people can always source the original if they care to. Here’s how we do it, using a Marriage Record found in the Kenosha County, Wisconsin courthouse.

Create an image/transcript of the source

This record is typical of something you’d find a courthouse. At the time, we were looking for information on James Treadwell and came across a marriage record for someone we weren’t familiar with, but we’ve long had a theory that James moved to Wisconsin with a brother Ephraim, so the name popped out at us. We didn’t purchase a copy of the records, so we jotted down the information in our notebook. Upon further research, this is Ephraim’s son, and so we’ve transcribed the record to attach it to our tree.

It’s essential you transcribe the information as it’s recorded, even if that information is unclear or incorrect. You can address it later either in the citation, or notes in your tree, but you’ll usually only have one chance to get the original information down accurately. You’d rather have the accurate record later, and interpret it later, than to do the interpretation while you’re at the courthouse, and find out later your interpretation is incorrect. In this example, that’s exactly what happened to us. I originally wrote off this

Marriage Record Notes
Notes taken while at the Kenosha County Courthouse

record because if he was Ephraim’s son likely couldn’t have been born in Baltimore, MD and there was no Balitmore/Ballamore, NY. Additionally, his mother’s name would have been Marina not Mary Ann, so I assumed it was either wrong on the document or that it was not Ephraim’s son. Two years later I’ve come to find that Ephraim Baker Tradewell was likely born in New Baltimore Township, NY and that Mary Ann was Ephraim’s previously unknown first wife, and he married Marina after Mary’s death. It was good that we copied the record exactly as we read it.

The transcription is a Word document, typed to match our notes. For other document type, we’d insert an image in Word document. So if it’s from a Google Book, we’d use a Snipping Tool to make an image grab of the page we’re citing, and insert that into Word. The same would be true for a photo of a grave, or a capture of a webpage.

Marriage Certificate, Ephriam Tradewell and Harriet Dana (D14-0024)
Transcript of the notes above

Attach our citation to the image/transcript

We promise not to go on a long discussion of citation standards here, but suffice to say that you should have one and we strongly endorse the standards described in Evidence Explained by Elizabeth Shown Mills. You should craft your citation and include it below your source in the Word document. For transcriptions, you would type it below the main text, and for photos you’d create a text box under the image and place the citation inside. This is great not just for sharing, but also for your own documentation, to ensure you have properly cited sources available for all your records.

Create the final image that contains both the image/transcript and the citation

Once you have the Word document created with the source info and the citation, use a Snipping Tool to make a .jpg capture of the final document. But doing it this way, no matter how your image is shared online, the original citation will survive for future researchers to reference.

Create the facts supported in the source for your Ancestors

Again using Ephraim Baker Tradewell’s marriage record as an example, we can identify several facts that this source supports: husband’s name, wife’s name, husband’s residence at the time of marriage, Husband’s birthplace, marriage date and location, and the names the husband’s and wife’s parents.  Create each of those facts, as they are captured by the record, before creating the source. It will be easier to attach the source to all the facts than it is to do it the other way around.

Add the Source

From the “Facts” view of your ancestor, click “Add Source…” and If you already have defined your source, select it. If you haven’t already defined the source, select “create a new source…”.

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If you have already defined your repository, select it, otherwise click “create a new repository…”.

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Enter as much of the Repository information as you prefer, following your citation standard and click “Save Repository”.

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Complete the Source information as you prefer, again following your citation standard. For us that means attaching the “Source List Entry” information (as defined in Evidence Explained, 9.34 for this example) in the “Title” field. When you’re done, click “Save Source”.

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With the Source information properly selected in Box 1, turn to Box 2 – Citation. Enter your citation, using your standard (we’re using the “First Reference Note” from EE), and enter the date of the source and the “Transcript of Text” if you can. This transcript box will be indexed by, and will be a part of the search results of anyone looking for keyword matches that are in this box. This is rarely completed on Ancestry, but it’s very powerful for matching others with your work.

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Scroll down to Box 3, and select each of the facts that are supported by this source. Click “Submit” when you’re done.

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You should now see your Source attached to your facts. We included detail in the Notes for the facts where there were some questions about what was in the record.

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Next, “View” the source and select the “Media” tab on the right. From here, click “add media to source”. Select the .jpg file we created earlier, and enter the date, location, and type of document. Click “Done” when you’re complete.

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Next, for each person named in the source, repeat the process above (other than defining the Source and Repository) and attach the appropriate facts. This is a bit of a pain, and it’s one of the reasons we do our Sourcing and Citations in Family Tree Maker…it’s MUCH easier.