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My Genealogy Software Workflow

Back in 2015, I started the Genealogy Do-Over process. It was an opportune time to revisit my research & documentation procedures as it had been about 10 years since I’d started doing genealogy. At this time, I used it as a way to begin ensuring that I recorded my family tree info in FamilySearch Family Tree. In that blog post, I describe how I would use a combination of TNG: The Next Generation of Genealogy Site-Building, RootsMagic, and FamilySearch Family Tree.

That process has gone well! About 18 months ago, I created a video update to share specifics of how I use the 3 platforms in tandem and to give insight into my process. And, it is a process I continue to use. But, I’ve recently made a change.

For years I had  trees on Ancestry but I did not spend time caring for them or updating them with any regularity. Now that RootsMagic has the ability to sync with Ancestry Member Trees, I will be updating those trees on a regular basis too. With the recent release of RootsMagic’s Ancestry Tree Share, I am now integrating Ancestry Member Trees into my documentation & sharing process and over the past couple of weeks, I’ve taken some time to consider what processes to be most efficient.  It’s funny because last year while giving a presentation about online collaborative family trees, an audience member stopped me and asked: “So you do everything in triplicate?” To which I answered “Yes.”  – Wait ’til I tell him I now do everything in quadruplicate! 🙂  Because yes, now that RootsMagic has the sync with Ancestry, edits I make on my family tree are done 4 times over.

I thus decided to do this blog post to document what I do and why I do it, in the case that others find it helpful! So, here is a graphic representation of my genealogy software workflow.

Quick Overview:  My online TNG-based website is my primary software, then I also edit my RootsMagic database. Then I sync from RootsMagic to FamilySearch Family Tree and then sync to Ancestry Member Trees. This is now what I do for any person on which I am working. Here are some highlights of what I do with each/why I use each.

TNG: The Next Generation of Genealogy SiteBuilding

  • This is my primary database. I make all edits here first.
  • TNG offers some unique features and the fact that it is online is advantageous for easy sharing with my family and for cousin bait.
  • My TNG records have links to the corresponding FamilySearch Family Tree profile.

RootsMagic

  • I use this primarily because I can sync to FamilySearch Family Tree
  • My RootsMagic databases are stored in my Google Drive account, which means I can update my databases from any computer on which I have RootsMagic installed
  • I usually tend not to link media to my RootsMagic databases as this is one part of the software that I find a bit cumbersome.

FamilySearch Family Tree

  • I use because I am a believer in the shared collaborative model for genealogy research, so the open edit model is one that I gladly welcome.
  • I use FamilySearch Tree formatting for sources; I enter my sources here then copy and paste the citation into my TNG database and sync that citation to my RootsMagic database
  • I love the apps!
  • I do not sync living people yet; I’m waiting for FamilySearch Family Tree to develop better collaborative tools for profiles of living people.

Ancestry Member Trees

  • Because of Ancestry’s market share, having my family tree here gives it lots of exposure and opportunities to establish connections with others
  • I do not sync sources & media from RootsMagic; I do it natively in Ancestry Member Trees
  • I sync both living and deceased people because living people do stay private.

So, you can see – even though I use all 4, my most “complete” record is my online TNG database as it has my facts, events, media, and sources. But, syncing with FamilySearch Family Tree and Ancestry Member Trees, allows me to get my research and findings more broadly disseminated. To make another note, because I do work in quadruplicate, I do not do genealogy “on the go.” I only work on my family tree when I have access to my laptop/desktop and can spend dedicated time and ensure I can make my updates in all 4 places. This means I can be purposeful and careful as I analyze what I am finding. I should plan another video update to show my process again 🙂

 

 

Let Me Tell You A Story About a Runaway Slave

Over a year ago, with the help of an Ancestry green shaky leaf, I was overwhelmed to make a connection to part of my family history that has been extremely heartwarming for me. It made such an impact, that I wanted to find a way to tell the story with more than just a regular blog post.

So, I invite you to watch this video I made describing a connection in the family of my mother’s maternal grandmother, Martha Jane “Mattie” Walker McNair – particularly with the family of, Mattie’s grandfather, Prince Walker. This part of my family is from Plymouth, Washington County, North Carolina.

 

My Ancestry DNA Results Are Back!

A few weeks ago, I took advantage of a promotional offer from AncestryDNA. I have been tested with 23andMe and have blogged a lot about that, but I have held off with Ancestry because of their lack of allowing chromosome browsing. However, the promotional offer was good so I went for it.  I am amazed that my results are already back in. They just received my sample July 28th! That was a far shorter turnaround period than I expected.

I’ve only had a few moments to take a look, but you know what? As I have been learning how to do Google Hangouts On Air (HOA), I did a short test tonight. I made a broadcast to go through my results so I could share it with my mother. I can’t believe I’m posting it (and keeping it public for all to see), but here goes!  I might as well kill two birds with one stone. 

In doing this HOA, I am using my wi-fi, which is not recommended, so the video is grainy. I’ll hook up with a wire next time.  And yes, I am sitting on my bed. It’s bedtime ya know…  😀

Many thanks to my partner in crime, Patrice for really getting me on a roll with doing Google Hangouts On Air! Not only am I looking forward to further exploring my DNA results but I am also going to be doing more with Google HOA.  Stay tuned….

Another Successful Family Connection Thanks to Ancestry.com

Just last month I shared a successful connection story to a cousin of mine due to those Ancestry shaky leaves. Well, I’ve had another connection thanks to Ancestry and I’m so grateful!

One day when I logged online, I saw that someone had been working on my first stepfather’s family tree, Donald Garner, and the she too shared the last name. I contacted her and was pleased to know that she was indeed part of his family – a cousin.  Donald and my mother were not married long – not quite two years, but I do remember him. He also had a daughter whom would come and spend time with us from time to time.

the 4 of us in Charlotte, NC circa 1990

After Donald died, we lost connection with his family but after making contact with Donald’s cousin, who informed my stepsister that I was hoping to find her, today we became Facebook friends and had some time to catch up by phone – yeah!

picture of Donald

I am looking forward to getting to know her again and getting to know her family. 🙂

Those Shaky Leaves Really Work

Today has been a great day. I have been able to be in contact with a 2nd cousin of mine for a branch of my family for whom we have lost contact. And, she found me via those great Ancestry shaky leaves! Practically just like the commercial below: 🙂

She shared with me that she was watching TV and an Ancestry commercial came on. She’d had a tree set up some time ago, but she’d not pursued it until the past couple of days after seeing the commercial. She logs on, checks out a leaf, and up pops my tree where she saw that I had her grand-father, Frank Robinson in it.  A few email exchanges later and we were chatting it up on the phone. And I am absolutely thrilled.  Her grandfather Frank, was a brother to my grandfather Herman, so we are 2nd cousins. Frank and Herman were the 2nd and 7th children respectively or our great-grandparents, Lewis Robinson and Lucinda Lennon Robinson.

I am hoping that from speaking with her, we can re-establish contact with some of the other family members. We’ll have to see. But at least we now have details on family my  mom hasn’t seen in close to 40 years. Yeah!  We are making plans to possibly meet in November.  Ancestry leaves FTW.  😎

My First Ancestry 1940 Census Hint

Last week, soon after the release of the index for Delaware on the Ancestry.com website, I received my first green shaky leaf hint from the 1940 census!

The hint was for a person in my McNair family tree, Ms. Carrie Lucille McNair Griffin (1919-2004).  Carrie was a granddaughter of our family patriarch, Rufus Tannahill McNair, and  from Plymouth, NC – the homebase of the McNair family.  Before I received this hint, I did know Carrie lived in Delaware as this is where she was living when she passed. 

As I reviewed my notes, I saw that I had Carrie in the 1920 census, but I don’t have her in 1930.  Well, now, I have her in 1940 so I’ll have to go back and look for her. 

In 1940, she is living in Wilmington, Delaware, with her mom Annie Registers McNair and siblings Ellen, Gertie May, Vance, Leon, Anna Mae, & Charles.  The 1935 residence columns indicate they’d lived in the area in 1935.  Ellen worked as a nursemaid and Carrie as a bookkeeper in an accounting office. 

Annie McNair and family. 1940 Census. Wilmington, Delaware.

Now it’s off to try and fill in more of Carrie’s branch!