I think this is a long post, but this is an extremely important topic. I hope you will invest the time to read it through to the end.
I travel the world presenting sessions on a wide range of genealogy topics. One of the presentations that is most near and dear to my heart is called Future Technology and Genealogy – 5 Strategies You Need. In it I not only outline 5 strategies that genealogists can use to cope and thrive in an ever-changing technological world, but I share 3 major areas that I believe genealogists should be aware of as we move into the future. One of those is the desktop moving to the Cloud.
Certainly Adobe and Microsoft have already moved that direction by discontinuing physical software sales and moving to a Cloud based subscription service. But the desktop moving to the Cloud has been a more subtle transition in the genealogy space. Today, however, our industry was hit between the eyes with this new reality.
Ancestry has announced the “retirement” of one of the cornerstone products in genealogy, the Family Tree Maker desktop software.
I couldn’t help but think that Ancestry was striving to paint a picture of Family Tree Maker as Charles Coburn (in black and white of course) in his classic double-breasted suit, gold watch in hand, walking off into the sunset in a Jean Arthur movie. Perhaps it would be more accurate to visualize him being pushed out. Let’s start with the announcment that Ancestry released on their blog late Tuesday December 8, 2015, and then we’ll probe deeper:
“Ancestry to Retire Family Tree Maker Software
By Kendall Hulet
Ancestry is proud to have made a significant investment this year to bring valuable new content and records to the Ancestry site. In 2015, we’ve made 220 million searchable historical records from Mexico available, more than 170 million pages from the largest collection of U.S. will and probate records, among others. We’ve also introduced new features such as Ancestry Academy and major advancements for AncestryDNA.
We remain dedicated to helping people gain new levels of understanding about their lives, and who and what led to them, harnessing the information found in family trees, historical records and genetics. As a company, we’re also continually evaluating ways to focus our efforts to provide the most impact and best product experience for our users through our core offerings.
True to this focus, we’ve taken a hard look at the declining desktop software market and the impact this has on being able to continue to provide product enhancements and support that our users need. With that, we’ve made the tough decision to stop selling Family Tree Maker as of December 31, 2015.
Our subscription business and website, on the other hand, continue to grow and we are doubling down our efforts to make that experience even better for our Ancestry community.
Ancestry will continue to support current owners of Family Tree Maker through January 1, 2017. During this time, all features of the software, including TreeSync™, will continue to work, and Member Services will be available to assist with user questions. We will also address major software bugs that may occur, as well as compatibility updates.
These changes are never easy, but by focusing our efforts, we can concentrate on continuing to build great products for our loyal Ancestry community.
If you have inquiries regarding Family Tree Maker, please reach out to our Member Services team. We’ll also provide updates on our blog as needed leading up to January 1, 2017.”
What this Means for Genealogists
In reality, I would wager to guess that this move is a cold, calculated business strategy, not a warm and sentimental retirement. And that’s OK. Business is good. If Ancestry didn’t do well in business, we wouldn’t have such easy and convenient access to all those records.
Discontinuing Family Tree Maker is a strategic move. The goal is it to get everyone from family history “dabblers” to seasoned genealogists to enter their family tree data directly onto a family tree housed on the Ancestry website. This puts them in the drivers seat.
It is keenly important to understand what is really happening so that you can make the wisest decisions possible for the life of your genealogical research. Our family trees are not Ancestry’s responsibility, or anyone elses for that matter. They are our responsibilities, and we need to be as calculated and ruthless in protecting them as any savvy CEO.
We must understand that it is more profitable for Ancestry to quit producing software CDs, and all that packaging to put the CDs in. It’s more profitable to stop employing and paying employees to ship all those CDs. Digital content is more profitable and easier for a company to control. But is that the whole story?
Absolutely not. Information is King, and it is valuable. Your genealogical information is financially valuableto genealogy companies. (Read Ancestry’s Terms of Service to refresh yourself on what they can do with your information.) Think AncestryDNA is only about your ancestry? You must understand that it is not. Aggregated data is sold in the marketplace to other companies. (Read this article at Wired.com about one partnership Ancestry has with the Google-owned biotech company Calico.)
Not to say it is not a worthwhile effort on your part to get your DNA tested – it certainly may be. But that DNA data has dollar signs written all over it. It is valuable. But today isn’t about DNA, so let’s get back to Family Tree Maker and your tree. How do you, the genealogist, retain control in this environment? Take on a “genealogist-protected approach” to your data.
The Genealogist-ProtectedApproach
Step 1:Purchase a new genealogy software database program and load iton your computer. I recommend and use RootstMagic software. RootsMagic is excellent, reliable and extremely well supported. Click here to read how they are ready to help you in our transition.
Step 2: Back up your entire computerwith a Cloud-based backup service. This is critical to protecting and retaining control of your data. I recommend and use Backblaze. (Here’s an article I wrote that will give you a compelling reason not to skip this step.)
Full disclosure: RootsMagic and Backblaze are sponsors of the freeGenealogy Gems Podcast. This is primarily because I use the products myself and have been impressed and satisfied with their products. Regardless of which products you choose, just be sure you put the Genealogist-Protected Approach into action.
I have stated numerous times in presentations, on the podcast, and here on the blog that I view family trees on Ancestry and other websites as “cousin bait” not primary family tree storage. Rather than upload my entire tree, I upload that for which I want to generate “genealogical leads.” My master tree and master database file is on my computer in RootsMagic, backed up by Backblaze.
You might be one of the many genealogists who has thoroughly enjoyed having your entire tree on Ancestry, and wonder now how you can get a software program that fully synchronizes with Ancestry. To address this issue, first go back and read the section above under “What this means for genealogists.” Remember, data is BIG business. The truth is that it is not financially beneficial to Ancestry to allow that to happen. They want to be where you house your master family tree. I don’t blame them. But, in my opinion, that’s not in my family tree’s best interest. Therefore, I follow the steps outlined above, and upload a gedcom of what I want circulating publicly in order to generate “leads”: hints and cousin connections.
I believe it is generally going to get harder and harder to retain control over our privacy and our data. We don’t know what the future holds for computer software. But no matter what happens, we as genealogists will still be 100% responsible for what happens to our family trees and our data. There’s no whining in genealogy. And last I heard they still produce paper and pencils.
Just about every major genealogy website these days lets you build your family tree from scratch right on their website. But you may wonder what will happen to millions of carefully-constructed trees if the company goes out of business or the site goes down.
Before the days of internet genealogy, researchers organized family history findings on their home computers in specially-designed software. These programs generated .GED files (called GEDCOMs), a universal file type that allowed researchers using different software to share their findings. Software like this still exists. These days it can communicate your research to any genealogy sites you care to share with–by using those same GEDCOM files.
If you do choose to build your family tree online, make sure you can download your tree anytime as a GED file. Keep this file as a backup both on your computer and in a second location (like cloud storage). But my recommendation is to build your tree at home, in your own software. Then you can upload or synch your data to your favorite genealogy websites whenever you want–and you never lose control of your research.
Choosing the Right Software
There are lots of family history programs out there, and all of them will serve your basic needs. But you only need ONE. What’s the best genealogy software? It depends on how much you want to spend and how sophisticated you want your database to be. In many cases, you can order the product or purchase a digital download. I really don’t think you need the physical boxed product. All the help you need is online. All of these products offer a free demo that you can download to try it out before you buy.
FREE AND EASY: Family Tree Builder by MyHeritage helps you stay organized with streamlined screens to work in and doesn’t require a lot of startup time. Family Tree Builder offers lots of family history charts; custom reports; helps you share your data and pictures on a CD or DVD; allows you to back up your files to CD or DVD; and includes genealogy apps for mobile devices. Download the software FREE at the above link.
PC (and NOW MAC) OPTION WITH GREAT REPORTS: If you’re looking for great printed reports that you can share, and loads of free online help videos, then RootsMagicis a great choice. (and we are honored to have RootsMagic as a sponsor of The Genealogy Gems Podcast.) And they now have an iOS app.
Some of the differences you’ll find between these products is the types of reports and charts they produce. So if that’s important to you, you can try the demos and see which you like. But again, I really don’t think you can go wrong with any of these products. They are all well established and supported. (Update: There have been many updates since the post was first published, including a Mac version. Click here for a series of article by date on RootsMagic updates and their app.)
POPULAR PC AND APP PROGRAM:Legacy Family Tree is also an extremely popular program and solid choice. To give it a test run, download the free version. Then check out its strength in regards to source citations: you can now record the quality (original vs derivative, primary vs secondary, etc., direct vs indirect) of each source as you work on proving your conclusions. And they have an app called Families for your mobile device. Learn more about the app here.
AFFORDABLE MAC OPTION:iFamily for Leopardis the most affordable at $29.95. There’s a free demo you can try before you buy.
TOP-SHELF MAC OPTION: Reunion 11 by Leister Pro is fairly pricey at $99.00. We’ve featured Reunion in the past: listen to Episode 51 of The Genealogy Gems Podcast. In that episode you can listen to a review of Reunion 9 by Ben Sayer, the MacGenealogist. And if you want to compare iFamily against Reunion to see what you’re getting for your money, you can also listen to Ben’s review of iFamily in Genealogy Gems episode 53.
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008. So many people have asked about it, I’m bringing it back in weekly segments.
In this episode, I chatted with Margery Bell, Assistant Director of the Oakland, California Family History Center. Her own family history journey started in her 20s with a visit to a relative’s house. She didn’t even know what to talk about! But it was a start. Years later, she visited the Northern Ireland home of her great-grandmother, and felt like she’d come home. Learn her tips for getting started and two inspiring stories of “genealogy serendipity.”
In the second half of the show, you’ll learn why choosing a database for your family tree is your first essential step. Hear about some of my favorite databases—both free resources and products you can pay for. Don’t spend too much time fussing about software: I’ll tell you why you should just pick something and go with it.
Choosing a Genealogy Database
Whether you want to build an elaborate family tree, or just want to know who your direct ancestors were and some of the stories about them, the place to start is to get yourself a family history database. You don’t have to be highly computer savvy to use one. They are VERY intuitive and user friendly. Basic data entry skills is all you need.
Now I know you’re anxious to get started finding out about the folks who came before you and contributed to putting you on this planet. But this step is key to long term success and enjoyment. I know too many people who have gotten all excited and jumped in, getting all kinds of information about their family, but without a database they very quickly end up with huge stacks of paper and stickie notes. With all this chaos they often end up duplicating efforts they forgot they already did which is a waste of precious time. And worst of all, when someone shows an interest in what they are doing, it’s impossible to coherently pull out the information from the jumbled stacks in order to share it.
Having a family history database will keep all of your findings organized, with proper background information on where you found the data, as well provide a place to pull together photographs, documents and everything else you discover along the way. It’s like painting a piece of furniture. A little prep work goes along way to a really nice finish.
Now there are lots of family history software programs out there, but you only need ONE, and all of them will serve your basic needs. So I’m going to give you my top choices. It’s you’re decision how much you want to spend and how sophisticated you want your database to be.
If FREE is your price range, and you’re looking for a place to stay organized with streamlined screens to work in without a lot of startup time, then Family Tree Legends Online is perfect for you. (Family Tree Legends Online is now Family Tree Builder by MyHeritage.
Don’t let FREE fool you into thinking it won’t do the job. Legends offers lots of family history charts; custom reports; helps you share your data and pictures on a CD or DVD; allows you to back up your files to CD or DVD; and includes genealogy programs for Palm handheld devices and the Pocket PC. I’ve used it and it’s great. You can download the software FREE at the above link.
If you’re a PC user and are willing to spend $30-40 dollars, there are several really good and easy to use options available. You can order the product or purchase a digital download which will save you some money. And frankly, I really don’t think you need to the physical boxed product. All the help you need is online. And all of these products offer a free demo that you can download to try it out before you buy.
The top seller is Family Tree Maker which is from the folks at Ancestry.com which is the largest online records website which we’ll be talking a lot more about in future episodes. Click on its name to learn more about Family Tree Maker. This is probably the most commonly used database out there.
If you’re looking for great printed reports that you can share then RootsMagic is a great choice. It’s available as a digital download from their website at RootsMagic.
Some of the differences you’ll find between these products is the types of reports and charts they produce. So if that’s important to you, you can try the demos and see which you like. But again, I really don’t think you can go wrong with any of these products. They are all well established and fully supported.
And I want to stress, it’s just important that you take the steps and get started. Don’t get bogged down in analyzing software forever. If you really want to change to a different program down the road you can always do that. But the important thing here is that you have a place to put the information that you find and be able to retrieve that information so you can share it with others.
Now if you’re a Mac user I have two solid programs you could use. Again, both of these programs offer free demos if you want to test drive them:
Reunion 9 is fairly pricey at $99.95. If you’re interested in Reunion 9, I highly recommend that you listen to Episode 51of my more advanced Family History show called The Genealogy Gems Podcast. In that episode you can listen to a review of Reunion 9 by my contributing partner Ben Sayer, the MacGenealogist, who’s an expert on everything Mac for family historians. And if you want to compare iFamily against Reunion to see what you’re getting for your money, you can also listen to Ben’s review of iFamily in Genealogy Gems Episode 53.
Now when you fire up your new software database it’s going to ask you to fill in information about yourself, then your parents and so on. In family history we always start with ourselves, and then work our way backward. So enter everything you know. By just enter data on you and your parents, you’ll very quickly get a feel for how the program works. And once you get everything in there that you know, go ahead and try and print out a pedigree chart.
And there’s our first family history term: “pedigree chart.” You’ve probably heard the term used for pure bred dogs, but pedigree just means lineage or ancestral line. It shows your parents, grandparents, great grandparents, etc. No aunts, uncles or siblings. Just the folks you directly descend from.
Another type of chart your database can print is a descendant chart, which shows all the people who descend from one person. So if you had two kids, your descendant chart would show you at the top, and two children directly under you. This comes in real handy when you want to have a reunion of all the descendants of let’s say your great grandpa Marvin. You would go to Marvin’s card in the database, and then print the descendant chart from there. It would then include Marvin, all his kids, his grandkids, his great grandkids and so on. But it wouldn’t show the kids spouses, or Marvin’s parents. It’s just going to tell you who was born directly as a result of Marvin.
So enter what you know, and once you’ve got all that in there, play around with your new database by printing out a pedigree chart and a descendant chart. And next week we’ll start uncovering more clues to your family history.
Here’s a final thought for today: A famous idea taken from one of Shakespeare’s plays is that what is Past is Prologue. It seems to me that a key to moving forward in your life is to look back and see what’s come before. How things were done. What worked, and what didn’t. It can inspire you to continue family traditions or give you the motivation to create something new for the next generation.
Does your online family tree suffer from duplicate leaves? If so, you’re not alone. Hundreds of people seem to have this problem, based on the popularity of a YouTube video tutorial by The Barefoot Genealogist. This tutorial teaches you how to trim extra foliage from your online Ancestry.com family tree or in Family Tree Maker.
First, presenter Christa Cowan describes how we often end up with duplicates on the family tree. Sometimes people attach records buy anti worm medication for humans incorrectly to individual profiles in Ancestry.com—she shows how to do it correctly, without accidentally creating someone new. And, bonus: she shows how to attach records to more than one person at a time (you want everyone in the household to have that 1920 census record attached to their profiles)!
Watch this video to learn how to look for unwanted duplicates and then use the “merge duplicates” feature to clean up any mess or confusion.
Ancestry has announced the “retirement” of one of the cornerstone products in genealogy, the Family Tree Maker desktop software. 
I believe it is generally going to get harder and harder to retain control over our privacy and our data. We don’t know what the future holds for computer software. But no matter what happens, we as genealogists will still be 100% responsible for what happens to our family trees and our data. There’s no whining in 
genealogy. And last I heard they still produce paper and pencils.
Just about every major genealogy website these days lets you build your family tree from scratch right on their website. But you may wonder what will happen to millions of carefully-constructed trees if the company goes out of business or the site goes down.
