Journey Through Generations
Researching your family tree can be an exciting and rewarding journey.
I seriously began researching my tree about 10 years ago and made a lot of mistakes. Mistakes I made were a good thing as I learned from them. I researched for months and was wondering why there wasn’t a step by step guide readily available for new family historians?
A few years ago when I wrote my book ‘22 Steps in Researching Your Family Tree’ I thought I had developed an excellent resource for helping others in their search.
While there isn’t an actual fixed number of steps, the process generally involves several key stages. Here is a general outline of the steps you can take when researching your family tree:
1. Start with yourself: Begin by gathering information about yourself, such as your birth date, place of birth, and names of parents and grandparents. Document this information to serve as a foundation for your research.
2. Talk to family members: Engage with your relatives, especially older generations, and gather information about your ancestors. Record their names, dates of birth and death, places of residence, occupations, and any other relevant details they can provide.
3. Document existing records: Collect any existing family documents, such as birth certificates, marriage licenses, obituaries, diaries, or letters. These records can offer valuable clues and help you verify information.
4. Create a family tree chart: Organize the information you’ve gathered and create a visual representation of your family tree. Start with yourself and work backward, adding your parents, grandparents, great-grandparents, and so on.
5. Online research: Utilize online genealogical resources and databases to find additional records and information. Websites like Ancestry.com, FamilySearch.org, and MyHeritage.com offer vast collections of historical records, census data, and user-submitted family trees.
6. Explore public records: Visit local libraries, archives, or government offices to access public records, such as birth, marriage, and death certificates, census records, immigration records, and land deeds. These can provide valuable details about your ancestors.
7. Utilize DNA testing: Consider taking a DNA test from companies like AncestryDNA or 23andMe. DNA testing can help you discover genetic matches, trace your ancestry, and connect with distant relatives who may have additional information about your family.
8. Verify and cross-reference: As you gather information, it’s crucial to verify and cross-reference the details. Look for multiple sources that corroborate the facts and avoid relying solely on one piece of information.
9. Visit ancestral locations: If possible, plan visits to ancestral hometowns or regions to gain a deeper understanding of your family’s history and culture. Local historical societies or libraries in those areas may provide additional resources.
10. Join genealogical societies and forums: Engage with other genealogists and researchers who share your interests. Joining genealogical societies or online forums can help you exchange information, seek guidance, and learn new research techniques.
11. Document and organize: Throughout your research, maintain detailed records of your findings. Use a genealogical software program or online family tree platform to organize your data and keep track of sources, citations, and notes.
12. Continuously learn and expand: Genealogy research is an ongoing process. Keep learning and exploring new resources, records, and methodologies. Be prepared for unexpected discoveries and be open to revisiting previous research as new information becomes available.
Researching your tree requires a lot of searching, your time and resources. A guide in your research is very important for you to properly create your ancestral legacy. Do it right the first time to ensure you pass on an everlasting source document for your descendants.
You need to begin somewhere. Follow this detailed guide for each stage of the research process when you’re ready to start tracing your family tree:
Stage 1: Start with yourself
Gathering information about yourself serves as the foundation for your research. Here’s what you need to do:
• Document your personal details:
• Full name, including any maiden names or aliases
• Date and place of birth
• Date and place of marriage (if applicable)
• Names of parents, grandparents, and siblings
• Any other relevant details like education, occupation, or military service
Stage 2: Talk to family members
Engaging with your relatives, particularly older generations, can provide valuable insights. Here’s how to approach this stage:
1. Prepare a list of questions:
• Ask about the names, dates of birth and death, and places of residence of your ancestors.
• Inquire about family stories, traditions, and any notable events.
• Request information on occupations, military service, or immigration history.
2. Conduct interviews:
• Arrange meetings with relatives, either in person or through phone or video calls.
• Record the conversations, with permission, for accurate information retrieval.
• Take detailed notes and collect any relevant documents or photographs they may have.
Stage 3: Document existing records
Collecting existing family documents can provide valuable clues for further research. Follow these steps:
1. Gather relevant records:
• Birth, marriage, and death certificates
• Baptismal, confirmation, or religious records
• Obituaries, funeral programs, or cemetery records
• Diaries, letters, or personal journals
• Family photographs or albums
2. Organize and digitize:
• Sort and organize the documents chronologically or by family branch.
• Scan or photograph the records to create digital copies for preservation.
Stage 4: Create a family tree chart
Creating a visual representation of your family tree helps organize the gathered information. Follow these guidelines:
1. Select a format:
• Choose a paper-based or digital format, depending on your preference.
• Online platforms like Ancestry.com or offline software like Family Tree Maker can assist in creating digital family trees.
2. Start with yourself and work backward:
• Include your name, birth date, and place as the starting point.
• Add your parents, then your grandparents, great-grandparents, and so on.
• Record the names, dates of birth and death, and places of residence for each individual.
Stage 5: Online research
Online genealogical resources offer access to vast collections of records. Here’s how to proceed:
1. Select reputable websites:
• Websites like Ancestry.com, FamilySearch.org, MyHeritage.com, and Findmypast.com provide access to diverse genealogical databases.
2. Begin with known information:
• Enter the names, birth dates, and locations of your known ancestors into the search fields.
• Explore search filters to narrow down results, such as specific locations or time periods.
3. Review and collect relevant records:
• Examine potential matches and compare the information with your existing data.
• Collect records such as census data, birth, marriage, and death certificates, immigration records, and military records.
Stage 6: Explore public records
Accessing public records can uncover essential details about your ancestors. Here’s what you need to do:
1. Identify relevant record repositories:
• Visit local libraries, archives, or government offices that house public records.
• Check online databases or catalogs to identify available resources.
2. Request specific records:
• Obtain birth, marriage, and death certificates for your ancestors.
• Search for census records, land deeds, probate records, immigration records, military service records, and naturalization documents.
3. Take notes and document sources:
• Record the details of the records you find, including the names, dates, and any other pertinent information.
• Note the source of each record, including the repository, collection name, and reference numbers.
4. Utilize finding aids and indexes:
• Consult finding aids or indexes available at the repositories to locate relevant records efficiently.
• Take note of any additional resources or collections suggested by the staff or guides.
Stage 7: Utilize DNA testing
DNA testing can provide insights into your genetic heritage and connect you with relatives. Here’s how to proceed:
1. Choose a DNA testing company:
• Research reputable companies such as AncestryDNA, 23andMe, or MyHeritage DNA.
• Consider the cost, privacy policies, and database size of each company before making a decision.
2. Collect the DNA sample:
• Follow the instructions provided by the testing company to collect your DNA sample, typically through a cheek swab or saliva sample.
3. Review and analyze the results:
• Once you receive your DNA results, explore the matches and ethnic ancestry estimates provided by the testing company.
• Connect with matches who share significant genetic relationships and exchange information.
4. Explore additional DNA tools and features:
• Utilize features like shared DNA matches, chromosome browsers, and ancestral migration maps to deepen your understanding of your genetic heritage.
Stage 8: Verify and cross-reference
Verification and cross-referencing are crucial to ensure accurate and reliable information. Follow these steps:
1. Seek multiple sources:
• Look for multiple sources that independently confirm the facts and details about your ancestors.
• Cross-reference information from various records, family documents, and interviews to identify any discrepancies.
2. Evaluate the reliability of sources:
• Assess the credibility and accuracy of each source, considering factors such as the record’s origin, the informant’s reliability, and potential biases.
3. Resolve conflicts and discrepancies:
• When encountering conflicting information, analyze the evidence and consider the context to determine the most reliable version.
• Document any conflicts or discrepancies found, along with your analysis and reasoning.
Stage 9: Visit ancestral locations
Visiting ancestral hometowns or regions can provide a deeper connection to your family history. Here’s what you can do:
1. Research the ancestral locations:
• Gather information about the towns, cities, or regions associated with your ancestors.
• Learn about the local history, culture, and customs to better understand your family’s background.
2. Plan your visit:
• Identify significant sites, such as ancestral homes, cemeteries, churches, or local archives, to visit during your trip.
• Contact local historical societies or libraries to inquire about available resources or any potential ancestral connections.
3. Document your findings:
• Take photographs, record video footage, and document your observations during the visit.
• Interview locals, if possible, to gather additional insights or stories related to your family.
Stage 10: Join genealogical societies and forums
Engaging with fellow genealogists and researchers can provide support, guidance, and access to new resources. Follow these steps:
1. Research genealogical societies:
• Identify local, regional, or national genealogical societies related to your family’s geographic origins.
• Explore their websites, memberships, and benefits they offer.
2. Join online forums and communities:
• Participate in genealogy-focused online forums, Facebook groups, or other virtual communities.
• Share your research, ask for advice, and connect with other researchers who share similar interests.
3. Attend genealogy conferences or workshops:
• Look for genealogy conferences, workshops, or seminars held in your area or online.
• Attend these events to expand your knowledge, learn new research techniques, and network with other genealogists.
• Share and collaborate:
• Contribute to the genealogy community by sharing your research findings, insights, and expertise.
• Collaborate with other researchers on projects or join efforts to document shared ancestral lines.
Stage 11: Document and organize
Accurate documentation and organization are essential for managing your research effectively. Follow these guidelines:
1. Choose a system:
• Select a genealogical software program or online family tree platform to organize your data.
• Alternatively, you can create a manual system using notebooks, folders, or binders.
2. Record details consistently:
• Enter information consistently, following standardized formats for names, dates, and locations.
• Include source citations for every piece of information to track the origin and reliability of your findings.
3. Organize physical and digital files:
• Establish a filing system for your physical records, using folders or binders labeled by family or individual.
• Create digital folders on your computer or cloud storage to store scanned documents and digital files, organizing them by surname or family branch.
4. Back up your data:
• Regularly back up your digital files and family tree data to prevent loss or accidental deletion.
• Store backups on external hard drives, cloud storage, or other reliable backup solutions.
Stage 12: Continuously learn and expand
Genealogy research is an ongoing process. Here’s how to continue your journey:
1. Stay updated on research techniques:
• Keep abreast of advancements in genealogical research methodologies and tools.
• Read books, articles, and online resources related to genealogy to expand your knowledge.
2. Explore additional resources:
• Continuously search for new sources, databases, or repositories that become available.
• Look for specialized resources relevant to your family’s history, such as ethnic heritage resources or local history publications.
3. Revisit and reevaluate previous research:
• Regularly review your existing research and records, particularly as new information becomes available.
• Look for gaps, unanswered questions, or potential errors in your previous findings.
4. Embrace unexpected discoveries:
• Genealogy research often uncovers surprising and unexpected information.
• Be open to new connections, family stories, or revelations that may reshape your understanding of your family’s history.
Remember, each family’s journey is unique, and the research process may vary depending on available resources, geographical constraints, and the complexity of your family history. Adapt these guidelines to suit your specific circumstances and enjoy the fascinating adventure of tracing your family tree.
In conclusion, embarking on the journey of researching your family tree can be a fulfilling and enlightening experience. By following the 12 stages outlined in this guide, you can navigate the intricate path of genealogy research with confidence and organization.
Starting with yourself and engaging with family members to gather information lays a strong foundation. Documenting existing records and creating a visual representation of your family tree provide clarity and structure to your research. Online resources and public records offer a wealth of information, while DNA testing can unlock fascinating genetic connections.
Throughout your research, it is essential to verify and cross-reference information, ensuring accuracy and reliability. Visiting ancestral locations and connecting with genealogical societies and forums can enhance your understanding and provide valuable insights. Documenting and organizing your findings will facilitate future exploration and sharing with others.
Remember that genealogy research is a continuous learning process. Stay open-minded, embrace unexpected discoveries, and continually expand your knowledge and resources. With dedication, patience, and a passion for uncovering your family’s history, you can create a rich tapestry of ancestral stories and connections.
May your journey through generations be filled with remarkable discoveries, meaningful connections, and a deeper appreciation for your roots.
Discovering Your Past 