Wednesday 20 March 2024

Upcoming Presentations

 I am presenting two talks to the Society of Genealogists later this year:

On 11 July 2024 I will talk about Genealogy and the Little Ice Age. See here for more details.

On 8 August 2024 I will present Stormy Weather: events that changed our ancestors' fortunes. See here for more details.



Monday 18 March 2024

Leaving the Past to the Future 2: Genealogy Software

In my last post I talked about my own family history files and how I organize information.

Part of being organized is having a software program that you can use to assemble your family tree and record at least the basic data about your ancestors. That may entail having the tree on your desktop computer (as mine is), using a laptop (which I only use occasionally, mainly when travelling), or using a handheld electronic device (such as a tablet or smart phone).

I find it difficult to work with small, single screens. Part of it is the price you pay for getting older when your eyesight is not as sharp as it once was. And I always keep more than one screen open on my two monitors, especially when working on family history stuff. Using just one, small window does not work for me as I like to switch back and forth often between open websites.

Many in my family have Apple iPads while my computer and laptop are Windows based. I find it difficult to switch between different operating systems. While I used to use Apple products many years ago, I found that genealogy website and programs were mostly not compatible with Apple systems, so I switched everything over.

But what’s the best genealogy software program to use?

Using an online site to keep your tree is an option but you may need a subscription to access this service. If you lose or delete your membership you could lose your tree as well. I’ll talk about online trees in a later post.

What software programs most of us use comes down to what we like and how we work with our data. Often people get started with one program and stay with it because it’s easier than moving everything.

I use Legacy 9.0. I moved to it when I started using a Windows based computer system. Prior to that I had my data on Reunion on my old Macintosh computer which I quite liked. I tried a few others at the time but preferred Legacy as it had the features that fit the way I like to do things.

Most of the most popular programs have a free version of a free trial period. That only goes so far, though, as once you are into using it, you really want some of the advanced features.

If you want to know more about the various options, first read the reviews of people or groups who have tested them. Most will compare in terms of ease of use, best features and cost and show some user reviews.

·         TopTenReviews compares the most popular programs for 2024 here (August 2023). https://www.toptenreviews.com/best-family-tree-maker

·         Some good charts that show the features of 23 programs can be found on Wikimedia here (June 2023). https://en.wikipedia.org/wiki/Comparison_of_genealogy_software

·         Techradar lists their best here (February 2024). https://www.techradar.com/best/genealogy-tools

·         Family Tree Magazine (US) have their top picks for software, along with their assessment of Online Trees, here. https://familytreemagazine.com/resources/software/online-tree-vs-genealogy-software/

·         No1Reviews came up with a top 10 selection here. https://genealogy-software.no1reviews.com/

·         Buyers Guide rate their choices here (March 2024). https://buyersguide.org/genealogy-software-ca/t/best?Country=CA&m=b&d=c&c=677404342479&p=&oid=kwd-10994456&lp=9001605&li=&nw=g&nts=1&gclid=Cj0KCQiArrCvBhCNARIsAOkAGcWHiExVL0KQusOV4DQMhBCqVb-hqqYff_UwG5H_-pHwloDya4FpwtwaAivqEALw_wcB&tdid=12017720&gad_source=1

If you want to know what is available, you can read about dozens of makers of Software &Apps for Genealogy Software Programs on Cyndi’s List. https://www.cyndislist.com/software/genealogy/

If you are looking for your first, or new software, check out the reviews first. Also talk to other genealogists to learn what they use and why.

Beware, though. Learning about all the programs may exhaust you.

Some programs work with both Mac and Windows systems. A few also have a mobile app so you can carry the information with you on your phone. Here is a list of some of the more popular programs as summarized by Family Tree Magazine.

 

Name

Mac

Windows

Mobile App

Syncs with

Hints from

Ancestral Quest 16

FamilySearch Family Tree

FamilySearch, Findmypast

Family Historian 7

Findmypast, MyHeritage

Family Tree Builder

 

 

 

MyHeritage for iOS and Android (free)

 

MyHeritage

 

 

FamilySearch, Geni, MyHeritage, WikiTree & others

Family Tree Maker 2019

 

Family Tree Maker Connect for iOS and Android (free; no editing capabilities)

Ancestry

 

 

Ancestry, FamilySearch

 

 

Legacy Family Tree 9

 

 

 

 

Families for iOS and Android ($14.99)

 

 

FamilySearch Family Tree

 

 

FamilySearch, Findmypast, GenealogyBank, MyHeritage

Reunion 13

 

 

ReunionTouch for iOS ($9.99)

RootsMagic 9

 

 

 

 

 

 

 

 

 

RootsMagic for iOS and Android (free; no editing capabilities)

 

Ancestry, FamilySearch Family Tree

 

Ancestry, FamilySearch, Findmypast, MyHeritage

It’s important to have genealogy software, no matter what device you use:

·         First you need to have a system that allows you to store information about your ancestral families, for your own purposes as you progress with your research but also for sharing with others now and in the future.

·         Second you need to have a copy of your family tree and genealogical information that you control and not subject to the whims or decisions of others, whether they be individuals or companies that offer and store data.

·         Third, you need ready access to your data – anywhere, any time – on your own device(s) that does not rely on an internet connection.


Monday 4 March 2024

Leaving the Past to the Future 1: Organizing Your Information

I often read blog posts and articles about organizing genealogical information. Much of it is written to help family researchers keep track of their own work on the multiple families and individuals whose history they seek to unravel. It does not take long to find thousands of people for whom simple curiosity ends up with enormous amounts of data and documents.

My own Legacy 9.0 Family Tree file currently has over 9,600 individuals in over 2,900 families. The most important ones to me, of course, are those in the direct ancestral lines of me and my wife. And those are, arguably, where I spend most of my time when I am actively looking for more information.

There actually used to be more people in my tree but somewhere along the line, during one of my software updates I think, I lost data that I know that I had added. I still have all the information; it just is not all on the Legacy tree. So, every once in a while, I run across a family that is not up-to-date and have to go into my files and input it again to Legacy.

I am past the point of just adding names to flesh out all the families, although that does still occur as I discover more documents relative to our families’ history. As you progress through the research it does get harder to find additional family members as they can be hidden in obscure records or further back in time which can mean records were not preserved.

Most of what I do now with family research focuses on assembling stories about people and their activities. That also involves learning more about natural events that may have impacted lives and livelihoods, which has certainly been influenced by my professional life as an Earth Scientist.

Many of those blogs and articles about organizing family history files are also about what to do with it when we are gone. But I digress…

I am reasonably well organized.

In the main Genealogy folder on my hard drive (backed up on the cloud, too) I have over 126,000 files in over 6,400 folders. That includes not only the individual family folders but also information about courses, societies, publications, consulting projects, and a myriad of other related subjects. All the files and subfolders used to be in one super-folder but having everything together got cumbersome and hard to deal with.

I reorganized my genealogy-related information a few years ago into specific categories:

·         Family Files – contains all the specific information about my ancestral families, including family trees, plus family photos, and information about DNA, heirlooms and memorabilia (55.5 GB; 39,297 files). Each family line has a folder. Within that main folder are other individual folders for each family.

·         General Information & Sources – has information about courses, consulting projects, maps, record offices, societies and software (61.4 GB; 29,711 files)

·         Presentations & Publications – has information about my blogs, books, presentations and published articles (80.9 GB; 44,766 files)

·         Regions – has information about the various regions in which my ancestral families lived (35.0 GB; 19,410 files) including area descriptions, histories, maps and photos

The most important information, of course, is in the Family Files folder which contains the results of almost all my ancestor research. Also of great value is the folder that contains all my written work and presentation material. This is information I would want to preserve and pass down to my descendants. The other folders have data that would be valuable to anyone who wanted to continue work on our families.

I also maintain binders of printed material that, to me at least, is irreplaceable. This includes photo albums; birth, marriage, and death certificates; important individual and family documents that represent events and achievements, and books and other publications that are about or contain references to family members. The documents are generally compiled and stored by family line.

And I have a collection of physical memorabilia, much of it handed down over several generations: cameras, farm implements, films, photos (obviously), toys, bibles, antiques, business paraphernalia, souvenirs of past vacations, jewelry, etc., etc., etc.

So, what are the best ways to make sure your genealogy is safe, all important family information is preserved and be in a form or format that others, including your descendants, will be interested in taking over – or at least want to keep for future generations to peruse. And that includes both digital and hard copies.

Here are some of the blog posts I have written about various aspects of storing and organizing family information and memorabilia for future reference and access:

·         What will we do with future photos? https://discovergenealogy.blogspot.com/2016/04/what-will-we-do-with-future-photos.html

·         Memorabilia https://discovergenealogy.blogspot.com/2016/05/memorabilia.html

·         Digitizing Memories https://discovergenealogy.blogspot.com/2017/03/digitizing-memories.html

·         You Can’t Keep Everything https://discovergenealogy.blogspot.com/2017/05/you-cant-keep-everything.html

·         Organizing and Storing Your Family History Data – My Thoughts https://discovergenealogy.blogspot.com/2017/09/organizing-and-storing-your-family.html

·         My Amazing Picture-Taking Machines https://discovergenealogy.blogspot.com/2019/10/my-amazing-picture-taking-machines.html

In future blog posts I will update the ideas with information I have found in my more recent work.

For today, here are some helpful websites and articles to peruse:

·         Denis May Levenick https://thefamilycurator.com/four-tried-and-true-systems-for-organizing-genealogy-researc/

·         James Tanner: I have a huge pile of genealogy stuff, what do I do with it? https://genealogysstar.blogspot.com/search/label/Organization

·         Lisa S. Gorrell – My Trails into the Past (Organized: How I Hope to Leave My Genealogy to My Heirs): http://mytrailsintothepast.blogspot.com/2022/10/organized-how-i-hope-to-leave-my.html

·         FamilySearch: What to do with the genealogy and family history I collected https://www.familysearch.org/en/wiki/What_to_do_with_the_genealogy_and_family_history_I_collected

·         Legacy News: How will you pass down your memories? https://news.legacyfamilytree.com/legacy_news/2019/07/how-will-you-pass-down-your-memories.html

·         Library of Congress (US): https://blogs.loc.gov/loc/2014/01/write-your-family-history-and-send-it-to-the-library-of-congress/