Building a good Public Ancestry.com tree – Part Three: Attaching online records to your tree

Building a good Public Ancestry.com tree – Part Three: Attaching online records to your tree

In Part 1 of this series (Building a good Public Ancestry.com 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 Ancestry.com. In Part 2 (Building a good Public Ancestry.com 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 we’re going to walk through putting those approaches into practice using sources found in various Ancestry.com databases.

The key to creating a good Public tree is this: make sure you have a source for every fact you attach to an ancestor, with the caveat that Members Trees are NOT sources.

Start with what you know

With that in mind, you should start the tree with what you know. It’s ok at this point for there to be no sources attached to the facts, you’re just trying to get the outlines of your tree fleshed out with the data you know.

We’re going to use Captain Ephraim Treadwell (1710-1782) as an example for this process. This ancestor is in a “Working/Uncertified” tree of ours, and to start we’ve only attached a death record from “Connecticut, Church Record Abstracts, 1630-1920”. This is a good example of a skeleton tree that we might build out quickly to get an idea of the family, and then go back and flesh out the ancestors.

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Review your “shaky leaf” hints one-by-one, with an eye towards accuracy

Just because something is listed as a “fact” on Ancestry, doesn’t mean it’s either a fact or accurate. Take a few moments to understand the source, give it a quick “smell test” and decide what/how you’re going to use the source.

Screen Shot 2017-05-04 at 10.43.20 AMFor example, the “FindaGrave” entry for Ephraim has facts and a photo of the headstone. A quick review of the two highlights that the entry doesn’t match the headstone. That’s a good indication that whomever is managing the FAG entry has likely added material they have that is not actually tied to the grave. Since you can’t confirm things like the birth date entry from FindaGrave, we’d only tie in the facts that are in the record: Name, birth year, death date, burial location and military service.

Let’s look at another example of how you want to review these sources for accuracy. One of the hints for Ephraim is from the “Family Data Collection”, and it lists his death date as: 1 Nov 1782. If you dig into what the Family Data Collection consists of (click the “Learn more…” link at the end of the record) you’ll see right away that this data is VERY derivative and quite separated from the original sources. The more that’s true for any source, the more likely it is to be unreliable. In this case it’s in a database that was spilt in 3 parts from an original database, and that original was hand-entered based on obits, family histories, family group sheets, books of remembrance, etc. which are almost never themselves original sources. So you have at least 4 levels between these records and the original sources, and the data has been transcribed by people at least twice.

When you compare the death date between the headstone photo and the Family Data Collection, they are not the same. In-fact they are very different: 11 Jan 1782 and 1 Nov 1782. Right away you should notice that in the US standard notation of dates, someone likely transcribed the numbers: 1/11/1782 vs. 11/1/1782. While headstones often have pjimageincorrect data of their own, knowing that the Family Data Collection was transcribed at least twice and the headstone was commissioned, and likely approved, by a family member much closer to the time of death, we’d set the headstone date as Primary and the FDC date as an Alternate. Even here, we’ll enter both facts in Ephraim’s record, knowing one is likely incorrect, because with only two sources at this point we only have a theory on what happened to these dates, and we want to save the analysis for later when all the facts/sources have been reviewed.

Attach the facts to the sources

Going back to the FindaGrave example, we’ve identified the facts that are supported by this record: Name, birth year, death date, burial location and military service. When we merge the record into Ancestry, the tool defaults to the birthday listed in FAG, but we’re going to change it to “Abt. 1709” since the headstone only lists his age at his death in 1792. Screen Shot 2017-05-04 at 12.03.41 PMThis is a bit of a judgement call (he much more likely would have been born in 1708 if we was 73 at death), but we’ll go with a simple 1792-93=1709 calculation to be consistent. His death date is in conflict with the church abstracts that we used for his death date originally, but since that source is also quite abstracted from original source material, for now we’ll again defer to the headstone.

One key point to make comes up when we attach the burial location. The record lists the cemetery as being located in “Farmington, Hartford County, Connecticut, USA” but that does not follow Ancestry’s location naming standard. The “County” is omitted in their standard, and you should try and have locations noted as closely to that standard as you can because that’s how they index locations for searching. You have will have better results if Ancestry can use location information that matches their indexes.

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We’ll ignore the other family members, again because the graveyard information doesn’t indicate those relationships. This will have created the source and attached 4 facts, but we’ll still need to go back and create the record for Ephraim’s military service manually.

Repeat this process for every source in with a shaky leaf, and when you’re done review your work. Do all the facts have at least one source? Are the locations standardized? Are the right facts set as Preferred? Do you have duplicate Alternate facts (we often do, and will attach a source to one of them, and delete the other)?

This entire process took me less than 5 min. to complete. It doesn’t take much time to link the hints up accurately, even when you have 15 hints.

Once this step is complete, we’ll move on to attaching Member Trees.

Attach ancestors from Member Trees that match your ancestors, but do so in a way that doesn’t attach any facts

The biggest issue with Ancestry’s Member Trees is that they are often poorly sourced, and very easy to copy to your tree. This creates a cycle where the trees themselves become sources for the facts about an ancestor, and the original sourcing (if it was there) is lost. As you repeat this, people will discover your tree, link to it using your tree as a source, and quickly the problem grows exponentially.

One way around this is to link your ancestors, but don’t use their trees to source your facts. To get around that, as we attach Member Tree review any facts marked as “new” to verify if they have a source you don’t have, and if they do, add that source, and then re-try the linking.

To do this, select “Review Member Trees” and “select all trees” before clicking on “Review Selected Tree Hints”.

Initially, we see only one difference between the collection of Member Trees and our tree: “they” have Ephraim’s death location listed as “Fairfield, Fairfield, Connecticut, USA” instead of “Farmington, Hartford, Connecticut, USA”. To address the difference, cancel out of saving to your tree, and scroll through the list of matches to see which show the fact that doesn’t match your tree. Screen Shot 2017-05-04 at 1.44.30 PMFor Ephraim, 6 out of 10 trees list his death location as Fairfield, CT. Going through those 6 trees, we see that each use the Family Data Collection as the sole source for the fact. Given that we’ve reviewed the FDC, and put it on the fringe of credible sources, it’s safe to ignore the fact when we link with the Member Trees. If there was a good source, we would have added that source to our tree and then reattempted the match. We would have seen the “Different” flag removed, and proceeded to the next difference.

Once you’re comfortable that all of the facts match as well as they are going to, review and make sure there are no checkmarks in front of any facts. If you do have checkmarks, it means you’re about to link a fact with “Ancestry Member Trees” as the source, which we’re trying to avoid. Repeat the above review/link source process until there are no checkmarks.

Once you’ve attached Member Trees to your ancestor, you’ll have a link in the system that will help you be notified when others find information on them, and others can easily click the source and review your matching tree, but your tree will continue to be properly sourced with only the sources you’ve reviewed and attached.

What’s next?

From here, you can run a search in Ancestry, and since you have a solid base of facts, your search results will much more focused and likely to be an accurate match. Just attach new sources and facts as detailed above, and your tree will continue to be well sourced.

In the final installment of this series, we’ll share ideas on how to attach and source your own research to your Public Ancestry.com tree!

Building a good Public Ancestry.com tree – Part Two: Attaching facts to sources, and using “wrong” facts in your tree

Building a good Public Ancestry.com tree – Part Two: Attaching facts to sources, and using “wrong” facts in your tree

In Part 1 of this series (Building a good Public Ancestry.com 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 Ancestry.com. In Part 2, we’re going to talk about a critical way to approach your trees before we walk through putting everything into practice and building your tree.

Attach all sources to the preferred fact, or list a fact for each source? 

There are two schools of thought on how to attach facts to sources online. The most common method is to attach all facts of the same type (say Date of Birth) to the primary Date of Birth, even though they don’t match. The other will link each source with the fact asserted in that source. For instance, my 2xGGF Wesley has an obituary that indicates a date of birth of 16 Dec 1837, and there are census entries that indicate he was born abt. 1836, abt. 1837, Dec 1837, and abt. 1838. The method most people use for their trees would have you set the primary date of birth as 16 Dec 1837, and have the census birthdates attach to that date since it’s primary.

The other approach, and the one we use, is to attach each fact to each source as they are sourced. So, for example, we have chosen 16 Dec 1837 as Wesley’s Preferred birth date and we’ve attached the two sources that indicate that date: his obituary and his family bible. For the 1850 Census has Wesley’s birthday listed as “abt. 1836”, and so we have an Alternate Fact for that, with the 1850 Census attached as a source. The same for the 1860 Census and “abt. 1837”. Repeating the process we end up with 5 dates of birth for Wesley.

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A lot of people avoid this approach because your ancestor end up with many events like dates of birth, when in reality an ancestor can only have one birthdate, and because all the records can clutter the ancestor’s record. We couldn’t imagine having all the records tied to a single, preferred fact because it would be so difficult having to research each source attached to a birthday in order to find which actually supports that fact.

Here’s an example. While preparing Part 3 of this series, we used an ancestor Ephraim Treadwell as an example, and when clicking through to review the sources attached to other’s Member Trees, in an attempt to resolve a conflict on his place of death, this is what we encountered:

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Why would we search through 7 sources to find out which one has the wrong death location?

This is how every Member Tree was sourced, and looking at his death fact, it seems to indicate that every source supports that date of death and that his place of death is Fairfield, CT. But, in-fact, none of the sources support his death location, and only some support his death day. To determine which sources support which facts, we have to review each source individually. We sure wish they had chosen to link each source to the fact as it was sourced, but by choosing to link all sources to the preferred death fact, we have to dig through each source to determine what those sources actually support.

In the end, we’re big advocates for showing what the sources support, with facts listed as they are asserted, as the best way to get a true picture of the facts that make up your ancestor’s record. Even when those facts aren’t precise, or even correct.

Connect all facts, even when they don’t appear correct 

It’s counter-intuitive that we’d attach facts that we know to be incorrect in-order for us to better understand what’s correct, but when you consider that you can never know the accuracy of any historical fact, it’s hard to support ignoring facts you only think are inaccurate.

Screen Shot 2017-05-06 at 9.10.46 AMTaking a look at Wesley’s father James, we see a range of birth dates that range from 1790-1799. We don’t have a great record that indicates his birth date, but most of what we have clusters around 1796-97. Seeing the range helped when we found a Family Bible entry for James that indicated 11 Aug 1796. Even though the bible entry was completed at some point after 1855, so it wasn’t entered at his time of birth, but we can be comfortable that the date fits the previously known range. It also helps when reviewing early censuses. We reviewed the 1820 Census with the idea that his age would likely be between 21 and 30, but that since we only have one outlying record that shows 1790, it’s likely he’d be <30 years old. It’s also likely his age was closer to 23-24 and it was not uncommon for male children to be living on their parent’s farm at that age. It’s helpful to be able to understand all of that from a quick glance at his record in our tree, instead of having to dig through 9 sources to figure out his birth day.

Only through the complete presentation of all records can you review and identify what facts are likely correct. Because of that, we prefer to present all of the facts as they are sourced, and later interpret what’s likely accurate/inaccurate. If you’re editing as you’re attaching sources, it’s very easy to make the facts fit your current understanding of your ancestor when it might be more appropriate to use the facts to change your current understanding.

In the end neither choice is officially right or wrong, but we wanted to put it out there for your consideration, and to let you know why we will approach facts and sources differently than most other researchers.

In the next installment of this series we’ll get to work and start building a good Public Ancestry.com tree!

TEST DRIVE: My 48 hours with the new Family Tree Maker 2017

TEST DRIVE: My 48 hours with the new Family Tree Maker 2017

I finally was notified Friday night of my eligibility participate in MacKiev’s 48-hour beta test of FTM2017. While I have been, and will continue to be, critical of the process (Mackiev’s latest update engenders even less confidence, puts 2017 release 3 weeks behind with no firm date for release) I was largely happy with the new software, and can’t wait for it to go live.

Listen to their advice: Use a practice/non-critical tree for your testing.

I have over 20 years experience testing software releases (MacKiev 2 weeks late with Family Tree Maker 2017 release, still “getting close”), so I’ve been through this before, however for this beta test I didn’t do an exhaustive breakdown of every feature or even attempt to use the new features. I just kept it simple, focused on how to sync with my existing FTM 3 trees that were linked to Ancestry.com, and went through a few generations of new ancestors to a speculative tree I’d chosen to test with.

That brings me to my first impression. Listen to their advice: Use a practice/non-critical tree for your testing. My concern wasn’t about data loss, and I don’t think there’s a reason to be concerned about that, but since my larger trees have multiple owners/editors/viewers, if I had to re-upload them Screen Shot 2017-04-30 at 3.04.24 PM.pngand reassign those it would be difficult. I feel like it was good I was concerned about that as it relates to a test, and like it will be less of a concern when we’re not limited to a short beta.

Other than that, I feel that the interface was easy to understand, and as a long-time user of Family Tree Maker there were no surprises. Due to a confidentiality agreement I agreed to I won’t go into detail about look/feel/placement of things in the application, but I think it’s safe to say I felt like it was not much of a learning curve going from FTM 3 to FTM 2017. My impression was that overall, FTM 2017 felt more modern, updated and refreshed.

My impression is that this is a mature, (nearly?) ready for production release software package that will be a welcome refresh for FTM users. I have some complaints, but since I can’t yet discuss features or how/if various features have changed, I can’t go into them until Family Tree Maker is released to the public. Generally I’ll say that given MacKiev’s spotty rollout of this product, and some of the complaints I can’t yet detail, Family Tree Maker 2017 is likely to keep me satisfied in the short-to-medium term while I start to research alternatives just in-case this is as good as it gets.

Building a good Public Ancestry.com tree – Part One: sources, citations, facts, and proof

Building a good Public Ancestry.com tree – Part One: sources, citations, facts, and proof

The idea behind this series came from the challenge of Member Trees on Ancestry.com being of limited use because they are so poorly sourced. Even worse, these poorly sourced trees often become considered “legitimate” sources because they are repeated so often! So, we decided we’ll walk through how we wish all Member Trees were sourced, so they could be trusted by others and so that your research could be more focused and organized.

Before we get started, please understand this one approach, and it’s our approach. We would never be calling out how someone else is approaching tree sourcing as “wrong”, and this approach isn’t necessarily “right”. It’s right for our research, and if every Member Tree we came across was sourced like this we’d be very happy.

In Part 1 of this series on how to source your tree, let’s talk about facts, sources, citations, and the notion of proof.

Citations

Understanding citations, and beginning to enforce the standards you settle on, is one of the turning points as family historians evolve into genealogists. However, for the sake of this series citations are going to be used in Screen Shot 2017-04-25 at 11.13.55 AMtheir most simple form: indicating a source of information to support a fact.

Sources

Sources are pretty straight-forward as well, for the purposes of this discussion. They are the pieces of information that indicate a fact about one Screen Shot 2017-04-25 at 11.14.24 AMyour ancestors. Family bibles, Ancestry.com indexes, headstones, interviews with family members, etc. are all examples of sources that yield clues about your relatives.

Facts

Facts and proof are a little trickier. They tend to both confuse, and be ignored, those newer to genealogy. At their most basic, facts are events that have been proven.

Facts at first seem obvious. My birthdate is April 26, and that’s a fact. But facts and proof are intertwined. How do you know my birthdate is April 26? Honestly, other than me telling you it’s my birthday, you don’t. This is where proof comes in, and already apparent in this simple example that it’s not your duty as the reader to prove my birthday, it’s my duty to prove that date because I’ve made statement that it’s a correct birthday. For me, my mother is still alive, as are some of the family members who were there when I was brought home from the hospital. I have many Aunts and Uncles who remember my mother being pregnant during the time that corresponds with my birth, and I have photographs of her pregnant that were date stamped during that same time, as well as letters and photos (also stamped) after my birth. I also of course have my birth certificate, which was completed and certified near the time of my birth.

But facts get much fuzzier as we look backwards. For our African American ancestors who died in the late 1800’s, we might have only 2 Census ages to show when they were born. Going back further, we might be relying on various Family History collections that are quoting dates that are 8 levels removed from the original source documents, and those documents are long since lost to history. Of course no one is around to provide a statement that they were present at the time of birth, and rarely do we have historical accounts of our ancestors.

Proof

This leads us to determining how we “prove” “facts” for an ancestor who’s long since gone. How we prove a fact often is determined by why we’re proving it. For example, for Felice’s 2xGGM we have sources indicating birthdates ranging from 1876-1881, but this line is well established, and that variation isn’t critical to understanding hScreen Shot 2017-04-25 at 10.28.35 AMer ancestry, so we likely won’t do much more digging to settle on a date. However, on my Tradewell line, we’re currently researching a theory that Reuben Treadwell (1755-1742) is my 4xGGF, and there is another Reuben Treadwell born in the same area of Connecticut in 1752. It’s essential to our research that we nail down both birthdates as accurately as possible, and then verify which Reuben is being referenced by each source. So, in some cases we don’t need to prove beyond a 5-6 year spread when an event occurred, but in others a 3 year difference is critical.

The Genealogical Proof Standard (GPS Defined) should be able to guide you on this spectrum. At the most strict definition of proof, the GPS will give you 5 elements you need to address to argue that a fact is a fact. For facts where the proof isn’t so demanding, the GPS still helps you gauge how close you are to the truth. If you’ve just taken a few census dates and settled on a birthdate, it’s clear you haven’t done a “reasonably exhaustive search”, and so you haven’t hit the first element of the formally proving a fact. Again, that might be just fine for some facts, and just the beginning for others, and the Genealogical Proof Standard helps you understand where on that spectrum you are.

In this series, we’ll walk you through having at least one source for every event, attaching online research and your own research to those events, and giving enough information on your ancestors that you, and those interested in your tree, can at least do some basic analysis and correlation of the evidence. There won’t be an attempt to prove facts, but if all Member Trees merely had well sourced and cited events, we’d all be able to get much further in our research.

Next up: Building a good Public Ancestry.com tree Part 2

Mackiev’s latest update engenders even less confidence, puts 2017 release 3 weeks behind with no firm date for release

Mackiev’s latest update engenders even less confidence, puts 2017 release 3 weeks behind with no firm date for release

I’m not even sure where to start with this to be honest…I’ve never been a part of anything like this. Looking back a week ago (MacKiev 2 weeks late with Family Tree Maker 2017 release, still “getting close”) I think everyone expected a quick release, as Mackiev got closer. Instead we had a week of silence, followed by a new plan to use pre-release purchasers to expand the Beta test process, in the hope that they finally have enough resources to finish their software Mackiev FTM Update.

I could write about ridiculous it is to only allow 48-hours of Beta testing, and how poorly prepared for this they were (example: they scramble to create a test plan/group/protocol a week after their target go-live, cheer that they were able have 5,000 Beta testers a week after that, but another week later they need 25,000 Beta testers to finish the effort), but I’m just about beyond words. This is not normal, it’s not to be expected, this is NOT how commercial/enterprise software is developed/deployed, this is not the mark of a company you can trust to continue to manage, support, and grow a product. This is as close to a disaster as I can envision.

In my post last week I prefaced it by saying that I felt confident we’d eventually be satisfied with the product, that they would release it, and it would all be ok. Most of that is gone today, and I have little confidence that Mackiev will be able to deliver a viable commercial software product going forward. Even if they eventually complete this release, there should be no faith they can do it again in the future. I will be test driving the product when they finally release it Monday (and Monday?!?!?! why release an update on Thursday, but not release the product until 4 days later??), and blogging about it, and Family Tree Maker will continue to be my genealogy software for the short term…but the clock is ticking before it’s time to migrate to the next product.