Genealogy Gems Podcast Episode 240 Evidence & Proof, Organization and DNA

The Genealogy Gems Podcast is the leading genealogy and family history show. Launched in 2007, the show is hosted by genealogy author, keynote presenter, and video producer Lisa Louise Cooke. The podcast features genealogy news, interviews, stories and how-to instruction. It can be found in all major podcasting directories, or download the exclusive Genealogy Gems Podcast app to listen to all the episodes and receive bonus content.

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Podcast host: Lisa Louise Cooke
April 2020
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In this episode you’ll hear from genealogy experts on genealogical evidence & Proof, DNA, and organization. 

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What’s even better than listening to a genealogy podcast? Watching and listening to a genealogy online show!

Elevenses with Lisa is the new online video series by author and international genealogy speaker and host of The Genealogy Gems Podcast, Lisa Louise Cooke. Tune in live or watch on your own schedule.

 

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GEM: Organization with Lisa Lisson

  • Organization: It’s not a project, it’s a system.
  • Be consistent.
  • Organize throughout your research day.
  • Use a research plan every single time.
  • Use workflows.
Lisa Lisson and Lisa Louise Cooke at RootsTech 2020

Lisa Lisson and Lisa Louise Cooke at RootsTech 2020

Lisa Louise Cooke’s Tip:

  • Put the year in the file name first. It automatically puts your files in chronological order. (Genealogy Gems Premium Members can learn how to implement Lisa’s entire computer filing system by watching the Premium videos Hard Drive Organization Parts 1 & 2.)
  • Always try to only touch a piece of paper once. Make a conscious decision what to do with it and do it: Work with it right now, File it, or throw it away. Don’t just move it around your desk.

Order your copy of Lisa Lisson’s Genealogy Planner at https://lisalisson.com/planner.  

Are You My Cousin? by Lisa Lisson Planner

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Lisa Louise Cooke uses and recommends RootsMagic family history software. Visit www.RootsMagic.com

GEM: DNA Q&A with Andrew Lee

Interview with Andrew Lee, author of the book DNA Q&A. Click here to order the book.

DNA Q&A by Andrew Lee

Andrew Lee and Lisa Louise Cooke with a lucky winner at RootsTech 2020

Andrew Lee and Lisa Louise Cooke with a lucky winner at RootsTech 2020

GEM: Evidence & Proof with Kate Eakman

Kate Eakman Legacy Tree GenealogistsThe Genealogical Proof Standard tells us that we need to conduct reasonably exhaustive research in order for our work to be credible. If you’ve ever wondered just what constitutes “reasonable” (and if your family tree is up to snuff) my guest author Kate Eakman, professional genealogist at Legacy Tree Genealogists, has answers.  

Read Kate’s article Genealogical Evidence and Proof: How to know if you’ve compiled enough evidence at the Genealogy Gems blog.

45 Minute Online Genealogy Consultations: Sometimes the wrong evidence or assumptions can push us into a brick wall. A fresh set of expert eyes can help you identify the problem and recommend the sources you need to pursue in order to compile trustworthy evidence.

If you are looking for some assistance in your genealogical research, Legacy Tree Genealogists can help. Our affordable ($100 USD)  Genealogist-on-DemandTM Virtual Consultation service provides you with the opportunity for a 45 minute one-on-one discussion of your research with one of our expert genealogists. We can help guide you in evaluating evidence and determining research strategies to move forward with your research confidently. 

 

 

The Genealogist’s Google Toolbox , 3rd Edition

By Lisa Louise Cooke

  • Fully Updated and Revised!
  • Brand New Chapters
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A lot has changed and it’s time to update your search strategy for genealogy!

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Click to order your copy of “The Genealogist’s Google Toolbox, Third edition” by Lisa Louise Cooke

Discover the answers to your family history mysteries using the newest cutting-edge Google search strategies. A comprehensive resource for the best Google tools, this easy-to-follow book provides the how-to information you need in plain English.

This book features:

  • Step-by-step clear instructions
  • quick reference pages.
  • Strategies for searching faster and achieving better results.
  • How to use exciting new tools like Google Photos and Google Earth.

Visit the Genealogy Gems Store here to order your copy.

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Genealogical Evidence and Proof: How to know if you’ve compiled enough evidence

The Genealogical Proof Standard tells us that we need to conduct reasonably exhaustive research in order for our work to be credible. If you’ve ever wondered just what constitutes “reasonable” (and if your family tree is up to snuff) my guest author Kate Eakman, professional genealogist at Legacy Tree Genealogists, has answers.  

genealogical evidence and proof

Professional Genealogist Kate Eakman explains evidence on the Genealogy Gems blog.

Genealogical Evidence: Have You Got What It Takes?

How do we know when we have compiled enough evidence to constitute proof?

Is a birth certificate or an autosomal DNA test result sufficient to declare this person is the child of that person?

Must we collect every record regarding an individual – the deeds, the tax lists, the newspaper clippings, the census reports – before we can declare a familial connection?

The Genealogical Proof Standard (GPS)

The Genealogy Proof Standard (GPS) directs us to perform reasonably exhaustive research, which requires that we identify and review all available records related to an individual.[1] This is being as thorough and accurate as possible and is a goal toward which we should all aspire in our genealogical research.

But, let’s be honest: most of us do not want to spend weeks or months (or even years) documenting one person before moving on to the next individual. We don’t want to know every detail of grandpa’s life before we turn to grandma.

We want to build a family tree which accurately provides us with the names of our ancestors so that we can identify our immigrant ancestor, or join a lineage society, or enjoy the satisfaction that comes from a balanced tree extending back a hundred years or more.

We want to be thorough and accurate, but we also want to make some progress. How do we balance the need for accuracy with the desire for results? How do we determine the necessary quality and quantity of evidence for our research?

Below are some guidelines to demonstrate how we can go about compiling the necessary information to say with confidence “this person is my ancestor.”

Genealogical Evidence Guidelines

1. One record/source is never enough.

Any one piece of data can say anything. A mother might lie on her child’s birth certificate for a number of reasons. A grieving spouse might not correctly recall the information for a husband or wife’s death certificate. There are typos and omissions and messy handwriting with which to contend. Even a lone DNA test is not sufficient evidence to prove a family connection.

We need multiple sources, and different kinds of sources, which corroborate the details of the others.

marriage license genealogy

A single source is not enough. A marriage license does not guarantee that John and Griselda married. Photo courtesy https://newspapers.com.

A census report and autosomal DNA test results.

A deed and a will.

A birth certificate and an obituary.

Or, better still, a birth certificate, a census report, a deed, a will, an obituary, and autosomal DNA test results.

2. The more contemporary the source is to the person or event in question, the better.

Records of events made immediately after the event tend to be more accurate, and provide better details, than records created months or years later. As time passes, details become fuzzy, two events can be confused with each other, and our memories fade.

The passage of time between an event and the record of the event also allows for some revisionist history to creep in.

Here are some examples:

A birth year is adjusted to make someone appear older or younger in order to avoid the draft, enlist in the military, mask a dramatic age difference between spouses, or conceal an out-of-wedlock birth.

An obituary ignores the deceased’s first marriage because of some embarrassment associated with that marriage.

A census report enumerates everyone in the household as natives of Stepney, London, when they really were born in Stepney, and Hackney, and Whitechapel, which explains why the baptismal records can’t be found in Stepney.

newspaper obituary

According to this obituary for Griselda, she was the widow of Willis Tenney, not John Wise. It appears Griselda and John did not marry after all. Photo courtesy https://newspapers.com.

According to this obituary for Griselda, she was the widow of Willis Tenney, not John Wise. It appears Griselda and John did not marry after all. Photo courtesy https://newspapers.com.

This is particularly true when it comes to autosomal DNA testing. My autosomal DNA is more useful for identifying my ancestors than is my son’s because I am one generation closer to those ancestors. This is the reason we encourage people to test the oldest members of their family first: their DNA has the potential to be the most useful simply because they are from an earlier generation (or two).

3. It is okay to make appropriate assumptions, but be careful!

In genealogical research we must sometimes make assumptions. When research theories are based on logical reasoning, it is perfectly acceptable to make those appropriate suppositions.

Determining which assumptions are appropriate can be simple: the two-year-old child enumerated in the home of a 90-year-old woman in the 1850 census can safely be eliminated as a biological child of that woman; the man born in 1745 could not have been buried in 1739; the person with whom I share 3150 cM of DNA is my sibling.

The challenge is to avoid making what seems like an appropriate assumption but is really based on faulty reasoning or bias. For instance, we presume that every child listed in a household in the 1860 U.S. Census is son or daughter of the two adults listed first. However, the household could include step-children, cousins, or individuals not even related to the family who were erroneously assigned the same surname.

Other inappropriate assumptions can include:

  • the notion that a baby was born within a week of his baptismal date;
  • a woman’s reported surname on her marriage certificate is her maiden name;
  • there is only one person in any village, town, or city with the name of your ancestor;
  • someone who shares 2000 cM of DNA with you must be your grandparent, aunt or uncle, niece or nephew, half sibling, or grandchild (they could be a ¾ sibling, the child of one of your parents and the sibling of the other parent).

4. All of the data from the various sources must correlate, and there can be no unresolved contradictions.

When the birth certificate says Richard was born in 1914, the 1938 newspaper article about his wedding reports Richard was 24 years old and the 1942 World War II Draft Registration card notes Richard’s date of birth occurred in 1914, we can confidently declare Richard was born in 1914.

If the wedding article declared the groom was 23 years old the contradiction could be explained by the time of year in which the wedding occurred – before or after Richard’s birthday.

But if his birth certificate reported a 1914 birth, and the newspaper article noted Richard was 32 years old, while the World War II Draft Registration listed his year of birth as 1920, we have some important contradictions. It is most likely the records are for three different men with the same name.

genealogy record Tenney

 

additional genealogical evidence

By collecting additional evidence, we finally learn that Griselda and John Wise did marry, and after his death Griselda married Willis Tenney. If we had collected only one of these four records we would not have had the most accurate information regarding Griselda Paul. Photos courtesy https://familysearch.org.

It’s important to remember that once we have accomplished that initial goal of building out our tree a few generations (or identifying our immigrant ancestor, or determining if we are related to that historical person) we can – and should – go back and collect other sources related to that person. This will result in uncovering a more complete story of their lives in the process.

As we can see from the four documents regarding Griselda Paul’s marriages, her story is much more than a simple list of birth, marriage, and death dates. As we identify, review, and analyze the other available sources, Griselda’s story will come alive with the facts and details we uncover.

A Fresh Set of Eyes on Your Genealogy Brick Wall

Sometimes the wrong evidence or assumptions can push us into a brick wall. A fresh set of expert eyes can help you identify the problem, and recommend the sources you need to pursue in order to compile trustworthy evidence.

If you are looking for some assistance in your genealogical research, Legacy Tree Genealogists can help. Our affordable ($100 USD)  Genealogist-on-DemandTM Virtual Consultation service provides you with the opportunity for a 45 minute one-on-one discussion of your research with one of our expert genealogists. We can help guide you in evaluating evidence and determining research strategies to move forward with your research confidently. 

 

 

 

About the Author: Kate Eckman

Legacy Tree guest blogger Kate Eakman grew up hearing Civil War stories at her father’s knee and fell in love with history and genealogy at an early age. With a master’s degree in history and over 20 years experience as a genealogist, Kate has worked her magic on hundreds of family trees and narratives.

Kate Eakman Legacy Tree Genealogists

Professional Genealogists Kate Eakman

 

[1] “Genealogical Proof Standard (GPS),” Board for Certification of Genealogists, https://bcgcertification.org/ethics-standards, accessed March 2020.

Favorite Resources for Finding Colonial Ancestors Online

Colonial ancestors pose a unique challenge to the genealogist in that they often appear in many online family trees, but those trees frequently lack sufficient documentation. Eliminating the purely speculative and identifying verified relationships and accurate data is the goal. Here are three of our favorite online resources for finding colonial ancestors.

Thanks to Bob Call and the experts at Legacy Tree Genealogists for this guest post!

1. AmericanAncestors.org

The fantastic subscription-based website, AmericanAncestors.org, is the creation of the New England Historic Genealogical Society. NEHGS was founded in 1845 and is the oldest genealogical society in the United States. As such, they have had nearly two centuries to gather and preserve materials pertinent to family history. According to their “about” page, AmericanAncestors.org presents “more than 1.4 billion records spanning twenty-two countries” and is “one of the most extensive online collections of early American genealogical records.”

Of the 435 databases hosted on AmericanAncestors.org, 286 are focused on pre-1800 records. These databases include vital records, censuses, migration, bible, cemetery, tax, voter, property, probate, court, and military records as well as family histories, local histories, biographies, reference material, and periodicals. Searching these records is easy with the “Search All Databases” page, which allows the user to add a variety of search terms—names, years, record types, locations, keywords, and additional family members. With so many record types available to the genealogist, the databases at AmericanAncestors.org are a must for colonial family history research.

Besides research databases, AmericanAncestors.org offers access to a number of other helpful services. Two of these services are the Digital Collections and the Library Catalog both of which are portals to the extensive collections housed at the NEHGS library in Boston, Massachusetts. When searching the Digital Collections webpage the family historian will find personal family papers such as photographs, diaries, and letters as well as records created by non-family entities like organization and business records and newspapers. The Digital Collections section of the website also has a focus on the history of the Jewish community in the Boston area and offers material helpful to both the historian and genealogist.

The Library Catalog gives the family historian the ability to begin their research of NEHGS’s extensive collections at home. Of course, a catalog is different than a database in that a catalog lists the titles of the library’s holdings and not every name mentioned within each item. However, if planning a trip to NEHGS to conduct research, it would be wise to have a starting point for your research—that way you can hit the ground running and make the most of your time at the library itself. Use the catalog by searching family surnames and ancestral residences to find books, manuscripts, or photographs that may be beneficial to your research.

2. Digitized Books

Our experience reveals that many online trees presenting colonial American ancestries are based upon genealogies published in the nineteenth and twentieth centuries (although the online trees themselves frequently do not cite the published genealogies). Genealogies published in the nineteenth century and early twentieth century are not always accurate and rarely included extensive citations supporting each statement of fact as contemporary genealogies should, but they can still be helpful. These genealogies occasionally referenced original sources (such as wills or deeds) or made blanket statements about what type of records were used (like family correspondence or county records).

Additionally, the printed genealogies provide a clearer picture of what previous generations believed about their genealogy before the advent of the internet, which escalated confused and inaccurate pedigrees because of the ease of data sharing and a general lack of quality control. Thus, published genealogies can provide important clues about colonial American families. Accessing these published genealogies was much more difficult just a few years ago, but thanks to websites like Archive.org and Google Books many can be viewed right at home. These organizations have taken the time to digitize genealogies which are now in the public domain due to copyright laws.

3. The FamilySearch Catalog

One underutilized resource on FamilySearch.org is the FamilySearch Catalog (formerly known as the Family History Library Catalog). This tool inventories all of the holdings at the massive Family History Library in Salt Lake City, Utah. A majority of the holdings at the Family History Library are on microfilm, which FamilySearch plans to digitize by 2020. While some of these digitized microfilms have been organized into databases available through FamilySearch’s “Historical Records” portion of the website, many are only found listed as microfilm in the FamilySearch Catalog. In other words, there may be a collection of digitized microfilms that can only be viewed online by clicking on the link in the FamilySearch Catalog and will not be found in a “Historical Records” database.

So what does this mean for researching colonial American ancestors? There are two record types in particular where the FamilySearch Catalog becomes exceptionally beneficial to colonial research—property and probate records. These record types are useful because they can prove, through both direct and indirect evidence, family relationships in times or places where other documents (like vital records and census) are lacking. However, because property and probate records are difficult to index there are fewer databases in FamilySearch’s “Historical Records” which focus on them. This is where the FamilySearch Catalog comes in; many microfilms of probate and property records have been digitized and are accessed in the catalog. These high-quality digital images—often of better quality than the microfilm itself—can be clicked through in search of an ancestor’s property or probate records.

Here’s an extra tip: Some of the probate records that have been digitized in the FamilySearch Catalog can only be viewed at the Family History Library or a Family History Center—due to agreements the Family History Library has with the original agencies, the images are locked and cannot be accessed at home. If you can’t make it to your local Family History Center, one workaround is checking Ancestry.com to see if that database has the probate records in question. Ancestry’s probate databases include a searchable index, but these indexes are very incomplete and it is best to browse through the images.

Using these resources and many others, our team at Legacy Tree Genealogists has assisted many with their Colonial American research problems and would be glad to assist in discovering your Colonial ancestors as well.

Bob Call is a researcher for Legacy Tree Genealogists, a worldwide genealogy research firm with extensive expertise in breaking through genealogy brick walls. Whether you’ve got colonial ancestors or ancestors all over the world, you can get expert research help and access to records otherwise unavailable when you partner with Legacy Tree Genealogists. Visit their website to learn more and get a free consultation!

Exclusive Offer for Genealogy Gems readers: Receive $100 off a 20-hour research project using code GGP100!

Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!

Three Southern Genealogy Record Types You Should Be Using

Researching your U.S. ancestors from the South can lead to frustrating brick walls. Isolation, the Civil War, and natural disasters are all playing a role in the shortage of records. But finding your Southern kin doesn’t have to be impossible.

The experts at Legacy Tree Genealogists are serving up 3 distinct record types you should be looking for to find these elusive missing folks in your family tree. 

Thanks to Legacy Tree Genealogists for this guest post! Learn more about them below.

Pre-1850 Southern Genealogy Records

Doing research in the United States pre-1850 can be challenging anywhere. The colonial and early federal period across the nation generally affords genealogists fewer record types with much less biographical information and variety than later eras. But the South is notoriously even harder to research than other parts of the country.

 

This is the case for a couple of reasons. First, the South has always been far more agrarian, isolated, and independent in nature than its northern counterpart. Thus, there were few cities and almost none of the vital record-keeping that occurred in New England, for example. With such great distance between communities, it could also be expensive and time-consuming to travel just for the purpose of recording an event like a marriage. In some cases, young couples simply relied on the circuit-riding minister to come around and didn’t bother to register their wedding with the civil authorities. In some areas within Catholic French Louisiana, parish priests were so sparse that they would only get a visit from their religious leader every decade or so!

The second – and perhaps most impactful – reason for the dearth of Southern records is the high rate of disaster and destruction, both natural and man-made. Floods, fires, hurricanes, tornadoes, humidity, and insects could erase a courthouse or church’s collection in no time. Then there’s the Civil War and other frontier conflicts. The South sustained a much higher rate of devastation as a result of the war than the North did, and its records often paid the price.

These are important facts to keep in mind when researching Southern ancestors. However, though these things make it more difficult, it doesn’t have to be impossible. Most people who have performed any substantial Southern research are aware that you must rely heavily on records such as land, tax, and probate. Additionally, mysteries are most likely to be solved by stacking pieces of indirect evidence. Seldom is there a “smoking gun” answering that brick wall question.

Although most are not yet fully online and are rarely indexed, those land, tax, and other records are usually accessible on microfilm at the Family History Library, or they can be searched onsite at the location where they are housed. But what do you do when even those hours at the microfilm reader poring over land transactions in Georgia still doesn’t yield the answer? Consider that you may not have actually searched everything! In many cases, the answer lies within the court system.

3 Southern Genealogy Records

There are three particular key court-created records that are not yet as easily available for most Southern areas. They are not online, and sometimes not even held in the Family History Library’s vast collections. In fact, they tend to be still gathering dust on a courthouse shelf in the county of your ancestors, requiring an old-school phone call to the local clerk – or perhaps hiring an onsite genealogist to perform a lookup (which is something Legacy Tree Genealogists can help you with).

Civil and Criminal Case records

Civil and criminal court case records can be quite beneficial should your ancestor ever have had his day in court – and many did. Property disputes, lawsuits, guardianship, appointments to government office, and licenses for various activities are just some of the varied types of legal documents to be found.

If you’re new to court records, visit the FamilySearch Wiki’s United States Court Records page to learn more about them. Then, scroll to the bottom of the page and click on the state where you wish to research. You’ll be taken to the web page devoted to court records in that state which will include the history of these records in that state, and helpful links.

Certain Probate Documents

True, sometimes administrations, inventories, and partitions of property can be found online or in the Family History Library, but not always. The biggest focus is typically on wills, but many of our ancestors did not leave one of those fortunate documents. What is not always commonly known is that just because there isn’t a will doesn’t mean that there is no record of the division of a person’s estate. These probate documents can name relatives, neighbors, minor children, and creditors; they’ll allow you to narrow down the date of death for the ancestor, and to gain insight into his or her financial affairs and socioeconomic status. Learn more about probate records from this article by Margaret Linford.

Divorce records

Divorce was rare in early U.S. history, particularly in the South, but that doesn’t mean that it never happened, and we must always be careful to exercise caution in assuming that the end of a marriage was always caused by death. Though marriage records are easily accessible in most places, divorce proceedings have not followed suit. But in a region and era with so few opportunities for finding exact dates and whole family units, divorce records can be a goldmine. Their level of specificity can vary from place to place, but most will at least give the original date of marriage, name of the parties involved, and any children or property to be decided upon. We report recently on a newly available collection of North Carolina divorce records in this article.

Digging Deeper into Southern Genealogy

Good genealogists do their best to perform reasonably exhaustive searches. In the case of Southern brick wall problems, don’t be afraid to dig deeper and expend a little more effort in less-accessible records. It usually won’t be quick or easy but let the potential reward of solving the seemingly unsolvable puzzle serve as motivation!

 

Getting Professional Genealogy Assistance

Exclusive Offer for Genealogy Gems readers: Receive $100 off a 20-hour research project using code GGP100. If you are interested in searching for your ancestors in hard-to-reach court documents, consider allowing Legacy Tree Genealogists’ staff of experienced researchers help you. Legacy Tree Genealogists is the world’s highest client-rated genealogy research firm.

Lacey Cooke

Lacey Cooke

Lacey has been working with Genealogy Gems since the company’s inception in 2007. Now, as the full-time manager of Genealogy Gems, she creates the free weekly newsletter, writes blogs, coordinates live events, and collaborates on new product development. No stranger to working with dead people, Lacey holds a degree in Forensic Anthropology, and is passionate about criminal justice and investigative techniques. She is the proud dog mom of Renly the corgi.

Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!

Develop Your DNA Testing Plan for Genealogy

Developing a DNA testing plan can help ensure that your genetic genealogy testing has targeted goals and maximized results. Follow these tips from Legacy Tree Genealogists to create your own DNA testing plan. Already taken a test? It’s not too late to develop a real plan to get the most out of your results.

Your DNA testing plan

You have taken your DNA test, and you have your ethnicity estimate, but how does genetic genealogy testing actually help you with your genealogy? Where do you even begin? By developing a DNA testing plan you can ensure that you pursue your research with a focused goal in mind, which will help determine how best to proceed.

Thank you to Legacy Tree Genealogists for providing us with this guest blog post.

 

Moving beyond ethnicity estimates

Even though ethnicity estimates get a great deal of attention, the most genealogically valuable element of your DNA test results is the match list which connects you to others based on your shared DNA inheritance. As you begin working with your DNA test results within the context of your genealogy, we recommend sharing and collaborating with your genetic cousins. The main goal of your correspondence with genetic cousins might be to determine the nature of your relationship, but could also include sharing information regarding your shared heritage and ancestors, or requesting their help in recruiting additional relatives to test.

However, your match list may sometimes present problems of its own. If it includes several thousand individuals it might seem overwhelming. If you only have a handful of matches, it might be discouraging. In either case, there is no need to worry. Genetic genealogy tests are constantly changing as more people test. If you have too many matches, just focus on the closest ones. If you don’t have enough, the genetic cousins you need to make genealogical breakthroughs may not have tested yet. Waiting for the right cousins to test need not be a passive pursuit. Consider target testing your known relatives (or the known relatives of your matches) to better achieve your research goals.

Creating a DNA testing plan

In order to create a robust testing plan, you first need to have a specific research subject and a clear objective. Focus on a single ancestor. Make a goal of what you hope to discover through DNA testing. DNA testing is ideal for addressing questions regarding kinship, but is not as good for exploring motivations, biographical detail or uncovering ancestral stories. Once you have a research subject and objective, then you can evaluate which relatives will be the best candidates to test to thoroughly address your research problem.

In this post we will create an example DNA testing plan for John Martin who was adopted by a shopkeeper and his wife in the mid-1800s. We have few clues as to who his biological parents may have been. Our research subject is John Martin, and our stated objective is to determine the identities of his biological parents.

Understanding shared DNA

Because of the unique inheritance pattern of autosomal DNA, testing multiple relatives of a specific research subject can be extremely beneficial. Each individual inherits half of their autosomal DNA from each of their parents. Beyond that, the amount of DNA shared in common is only approximate due to a random process – called recombination – which shuffles the DNA each generation. Each individual will inherit about 25% from each grandparent, 12.5% from each great-grandparent and approximately half the previous amount for each subsequent generation. Although two first cousins will have both inherited 25% of their DNA from each of their common grandparents (50% in total) they will have inherited a different 25%. Therefore, first cousins will typically only share about 12.5% of their DNA in common. Because descendants along distinct lines inherit different portions of their common ancestors’ DNA, it is important to test as many people from distinct family lines as possible.

Tip: Right click and ‘Save Image’ to your computer, then print this free, quick reference chart:

Don’t overlook the importance of traditional genealogy research!

Since it can be extremely beneficial to test multiple descendants of a research subject, before pursuing a detailed testing plan we recommend documenting as many descendants of an ancestor of interest as possible through traditional research. Though this process can be time consuming, it is often worth the effort. By tracing all descendants, you can accurately evaluate which genetic cousins will be best to invite to perform DNA testing. Additionally, tracing the descendants of ancestors can frequently lead to additional clues for extending ancestry. Just as different descendants inherit different DNA, they also inherit different information and historical documents regarding their ancestors. Some of that information could include clues regarding the very relationships you are trying to clarify. While searching for descendants of your ancestor of interest, consider utilizing compiled family histories, obituaries, city directories, family organizations and public records to identify living descendants.

In tracing the descendants of John Martin, we found that he had three children who lived to adulthood. We traced each of their descendants through traditional research and identified 10 living relatives (shown in gray, below). Now that we know the identities of all his living descendants we can prioritize which relatives to test.

Who you decide to test as part of your research problem can be considered within the context of coverage. Coverage is the amount of an ancestor’s DNA that is represented in a DNA among all of their tested descendants. Coverage can be estimated by determining the amount of DNA that one descendant shares with a common ancestor, plus the DNA that another descendant shares with that same ancestor, minus the DNA that both descendants share in common with that ancestor. When two full siblings perform DNA testing, they obtain a coverage of about 75% of their parents’ DNA. Testing three full siblings results in about 87.5% coverage of their parents’ DNA.

Prioritize testing to achieve the highest level of coverage

To achieve the highest coverage of a research subject’s DNA, prioritize testing the closest generational descendants. A living granddaughter of a research subject will have inherited much more DNA from the ancestor of interest than a second great grandson. You can often find the closest generational descendants of a research subject by searching for the youngest child of the youngest child of each generation of their descendants. These individuals will typically have the longest generation times, and therefore have a greater likelihood of having close living descendants.

Keep in mind that any DNA inherited from a common ancestor has to come through an individual’s immediate ancestors. If a granddaughter of a research subject is still living, and she in turn has descendants, any of the DNA that her children or grandchildren inherited from the research subject had to have come through her, and will be a subset of her own DNA. Therefore, if the granddaughter is tested, there is no need to test her descendants as well within the context of the research objective.

For example, in the case of John Martin, his granddaughter Maria is the closest living generational descendant. She will share much more DNA with John Martin than any of his other descendants. Also, any DNA that Maria’s descendants (Jennifer Jones or Matthew Williams) inherited from John Martin would be a subset of the DNA that Maria inherited from John. Therefore, if we were able to test Maria, we would not need to test Jennifer or Matthew.

Also, to achieve the highest coverage of DNA, we recommend testing descendants from unique lines. If a research subject had three children who lived to adulthood, rather than testing descendants of a single child consider testing descendants from each of the children. Testing only descendants of a single child limits the maximum coverage we can achieve, while testing descendants from each line enables maximum coverage. In this case, testing Maria, George, and Isaac or Julia would result in slightly higher coverage than testing Maria, Isaac, and Julia.

Other benefits of creating a DNA testing plan

So far, our discussion on testing plans has focused on the descendants of a research subject. However, it can also be beneficial to test other individuals as part of a research plan. Testing known relatives from other family lines can help to filter DNA test results. Any matches shared between a test subject and a known relative can be assigned to that side of the family. If there are proposed candidates who might be among the ancestors of the research subject, their descendants might be tested to prove or disprove hypotheses regarding their relationship. If, after testing, there are still very few genetic cousins, consider collaborating with those cousins to test their older relatives or representative family members from their various ancestral lines.

In this case, it has been proposed that John Martin was the son of a woman named Jessie Brown. Traditional research revealed that Jessie Brown had other living descendants who might be tested. Their test results could be used to confirm or refute the hypothesis of John’s relationship to Jessie. If their results confirm John and Jessie’s relationship, they could also be used to isolate which genetic cousins of the descendants of John Martin are likely related through the ancestry of John’s father. Finally, testing close known relatives from the other ancestral lines of each testing candidate could help to filter which genetic cousins are related through the ancestry of John Martin.

Since most researchers work within a limited research budget, developing a DNA testing plan can help prioritize which DNA test(s) should be performed first, and can help maximize the chances of successful resolution of research problems. Choose a research subject, define a clear objective, research their living descendants, prioritize DNA testing, and maximize your chances for genealogical discovery.

Creating a DNA testing plan can mean the difference between DNA results that solve genealogy mysteries and a few less-meaningful slices of ethnicity pie chart. It takes a bit of extra time, but it’s worth it.

And don’t worry: if you feel a little lost when working with DNA, Legacy Tree Genealogists has expert professionals (like today’s author) who can help you with your DNA testing plan AND help you integrate DNA discoveries and your traditional research finds for more powerful, confident answers to your family history mysteries. It’s easy to request a free consultation, and we have even arranged an exclusive offer just for our readers: $100 off a 20-hour+ research project with code GGP100.

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