Complete Guide to FamilyTreeDNA Released in Hardcopy

Just what many of you have been waiting for! The hardcopy print version of the Complete Guide to FamilyTreeDNA has just been released.

As shown in the table of contents below, The Complete Guide to FamilyTreeDNA contains lots of logically organized information! It includes basic education about genetic genealogy and how it works, instructions on using the FamilyTreeDNA tests and tools, plus an extensive glossary.

Enjoy!

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Announcing: The Complete Guide to FamilyTreeDNA; Y-DNA, Mitochondrial, Autosomal and X-DNA

I’m so very pleased to announce the publication of my new book, The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA.

For the first time, the publisher, Genealogical.com, is making the full-color, searchable e-book version available before the hardcopy print version, here. The e-book version can be read using your favorite e-book reader such as Kindle or iBooks.

Update: The hardcopy version was released at the end of May and is available from the publisher in the US and from Amazon internationally.

This book is about more than how to use the FamilyTreeDNA products and interpreting their genealogical meaning, it’s also a primer on the four different types of DNA used for genealogy and how they work:

  • Autosomal DNA
  • Mitochondrial DNA
  • Y-DNA
  • X-DNA

There’s a LOT here, as shown by the table of contents, below

This book is chocked full of great information in one place. As an added bonus, the DNA glossary is 18 pages long.

I really hope you enjoy my new book, in whatever format you prefer.

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RootsTech 2024 Synopsis – Plus the MyHeritage Keynote is Online Now

RootsTech isn’t entirely over yet.

  1. Many vendor videos remain available
  2. FamilyTreeDNA show pricing specials are still in effect until March 29th. Don’t miss out.
  3. Relatives at RootsTech is still available through March 29th
  4. Recorded RootsTech speaker videos are available and will remain available indefinitely.
  5. Gilad Japhet is the founder and CEO of MyHeritage, and his wonderful keynote has only become available in the last day or so. I always attend his keynote, but unfortunately, I was presenting a session at exactly the same time, so I couldn’t this year. Gilad revealed an incredible discovery that every genealogist will both understand and enjoy. You can watch, here.

Relatives at RootsTech

People have continued to sign up to view the free sessions, so don’t neglect to check back. Here’s the link.

Don’t forget that Relatives at RootsTech is the perfect avenue to connect with cousins who descend from specific ancestors. Seldom do you know which ancestor you share before you know if you are a DNA match – so take advantage of this opportunity and ask your relatives if they have tested their DNA and, if so, at which company or companies. Then, take a look at that company, see if they match, and paint your segments at DNAPainter.

Relatives at RootsTech is also particularly useful for finding candidates for both Y-DNA and mitochondrial DNA candidates since you can tell immediately if your cousin descends from your common ancestor through all females (mitochondrial DNA) or if they are a male and descend from a male ancestor through all males. Generally, the surname tells that story.

Close cousins may well have photos, stories, or other information that didn’t make their way down to you, so do reach out.

I write about Relatives at RootsTech, including instructions, in the article Relatives at RootsTech Returns!!! Don’t forget to take advantage of this while you still can.

The RootsTech Travel Journal Articles

I really had no idea how many people look forward to travel journal stories, for lack of another description. I know not everyone can attend, and I really wanted to give you a true flavor, like you were walking along with me.

For those of you who would like to be sure you read all of the RootsTech 2024 articles, or if you simply want to read them in order or check out the comments, here they are:

RootsTech 2025

I always say I don’t know if I have another one in me. RootsTech, the presentation prep, planning, leadup, travel itself, the incredible show, and then returning home are both exhilarating and exhausting. I feel like I need to sleep for a week!

I tell my friends and my husband to remind me of this about mid-summer when I’ve forgotten the pain of childbirth, er, I mean RootsTech, and think this is a wonderful idea again.

They do, and then I sign up anyway.

Now they just roll their eyes at me. I don’t blame them one bit.

Did I mention that I don’t know if I have another one in me? 😊

I will say that RootsTech would be a WHOLE LOT MORE tempting if it didn’t take place in the winter.

I keep suggesting that FamilySearch purchase the hotel around the corner from the FamilySearch Library and rent rooms to researchers and conference attendees.

I sure hope you’ve enjoyed attending RootsTech with me this year!

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I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase your price but helps me keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

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RootsTech Session Signup and My Sessions

It’s hard to believe we’re t-minus two weeks now for RootsTech.

For me, this is going to be the busiest RootsTech EVER.

This article is about signing up for both in-person and virtual sessions – and about my sessions. I hope to see you there.

Another article will follow next week about my booth talks (I think there are 7 now), book signings, and more.

A cautionary note – if you want to attend my sessions at RootsTech, you need to indicate your interest by the “add” to schedule button. I’ll show you how in a minute. If there are a lot of people indicating interest in a particular session, and the room is too small, RootsTech may rearrange things a bit. I don’t want anyone who wants to attend to be unable to find a seat.

One of my sessions is the DNA Academy, which covers soup to nuts for a full afternoon – and I don’t want you to miss this opportunity. This is a first for RootsTech and for me as well. We will discuss all four major vendors, their best tools, third-party tools, and research techniques. There are some real goodies in this session, including maybe an announcement. Just sayin’!

I have two primary sessions plus a third where I’m a panel member.

Session Day/Time (Mountain Time) Session Type
Genetic Genealogy Turns 25: DNA Experts Tell Their Stories (Panelist in Diahan Southard’s session) Thursday, February 29, 12:15-1:00 MST, Ballroom B In Person, Livestreamed and Recorded
DNA Academy: Pulling It All Together – Tests, Vendors, Tools and You Friday, March 1, 1:30-4:00 MST (*Please note this class is 2.5 hours – all afternoon*) In Person Only, not recorded or Livestreamed
Highways of History – Flesh Out Your Ancestors Using Discover Case Studies Saturday, March 2, 1:30-2:30 MST In Person Only, not recorded or livestreamed

Registration and Signup

Virtual RootsTech sessions are free, including pre-recorded webinars, recorded vendor sessions found in their virtual booths, and livestreams. Livestreams will be recorded for your viewing pleasure later.

In-person RootsTech is not free, although it’s very reasonably priced at $99 for all three days.

Most of the sessions are not recorded. Of course, every presenter hoped that their session would be selected for one of the three ballrooms equipped for broadcasting – but there are only 3 lucky sessions in each timeslot. Clearly, another good reason to attend in person.

However, in my opinion, the best reason to attend in person is the camaraderie with fellow genealogists.

Time Zone Cautions

Caution – when viewing the RootsTech session schedule WITHOUT signing in, the session time will revert to your local time on your computer. This was very confusing to me because I know my session takes place at 1:30 at the conference, but it showed my session at 3:30.

However, after I registered and SIGNED IN, the time displayed for the sessions was correct – 1:30 MST, the Salt Lake City timezone.

This is a great feature for people attending in person, but be aware if you’re trying to view something live-streamed, the time shown may be a challenge. Just be aware. Even if you miss a live session, the recorded version will be available later for viewing.

Sessions

If you haven’t signed up yet, click here.

You’ll see information about the In-Person event and the Online event, which is free. Scroll down for more info.

To view speakers and create your schedule, click on the appropriate button.

On-Demand and Timeless Events

RootsTech On-Demand sessions are available near the bottom of the main page.

There are multiple ways to search for or browse sessions and speakers.

If you just want to search for everything, broadly, across all years, without registering, click on the little magnifying icon on the top right.

You can search or browse using a variety of filters.

However, let’s look at just the events for this year.

2024 RootsTech Events

If you want to search for 2024 sessions only, click on RootsTech Event, then Speakers.

To find my sessions, search by name and then select me.

You’ll see all of my RootsTech sessions available in the library, plus my two scheduled for this year.

Please note that viewing sessions BEFORE YOU SIGN IN results in the sessions defaulting to your system time zone. For me, these are showing as beginning at 3:30 because I’m EST, but the classes are scheduled at 1:30 MST and will be reflected as such AFTER you sign up AND sign in.

Also, if you use more than one email address, don’t forget which one you used. Don’t ask how I know this!

Here are my two classes, one of which is 2+ hours. I’m VERY excited about this opportunity to share with you how to get the most out of available tools. A lot has changed recently in this industry, and there’s something here for everyone, including organizational techniques.

Three Days of Great Sessions

RootsTech will be held over a three-day period.

Sign up for in person attendance, here.

Sign up for the free online event, here.

After you sign in, you’ll be able to filter and create your own schedule of conference events.

After Signup

You can filter for classes in a variety of ways.

Unfortunately, when you are viewing the sessions, you can’t see who is speaking. However, click on the title to view additional information.

In addition to my own presentations, I’m a panelist in Diahan Southard’s session.

I really hope you can attend. I don’t want to give too much away, but Diahan has invited a panel of founders and pioneers to celebrate a quarter century of genetic genealogy. You won’t want to miss this!

Diahan and I were both there in the beginning, although we didn’t meet for another year or two. Preparing for this session has been fun.

Another session I’d really encourage you to attend is Genealogy’s Secret Weapon: How mtDNA Can Solve Family Mysteries with Katy Rowe-Schurwanz, Product Manager with FamilyTreeDNA.

I’m excited about Katy’s session, and I’m planning to attend. She has some really good information to share, including success stories.

Add sessions to your schedule by clicking on the add button.

Unfortunately, you can’t add personal appointments or vendor booth talks to your schedule.

View Your Schedule

You can view your schedule by clicking on the little calendar icon at the top.

Are you excited yet?

Get yourself signed up if you haven’t already.

Next week, I’ll publish a list of my talks in vendors’ booths, book signings, and their relevant times for people attending in person.

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You’re always welcome to forward articles or links to friends and share on social media.

If you haven’t already subscribed (it’s free,) you can receive an e-mail whenever I publish by clicking the “follow” button on the main blog page, here.

You Can Help Keep This Blog Free

I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase your price but helps me keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

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Pedigree Collapse and DNA – Plus an Easy-Peasy Shortcut

Pedigree collapse can be responsible for you sharing more DNA than expected with another person.

What is pedigree collapse?

Pedigree collapse occurs when you descend from the same ancestor(s) through more than one path. In other words, you descend from those ancestors through two different children. Therefore, when matching with someone else who descends through those ancestors, you may share more DNA than would be expected from that level of relationship on the surface, meaning without pedigree collapse.

Endogamy is different and means that you descend from a community of ancestors who descend from the same group of ancestors. Often out-marriage is discouraged or otherwise impossible, so all of the group of people share common ancestors, which means they often match on segments without sharing close ancestors. Examples of descent from endogamous populations are Jewish, Amish, Brethren, Acadian, Native Hawaiian, Māori, and Native American people, among others.

I wrote about the difference between pedigree collapse and endogamy in the article, What’s the Difference Between Pedigree Collapse and Endogamy?

I’ve also written about endogamy in the following articles:

Degrees of Consanguinity

If you’re a genealogist, and especially if you’ve worked with Catholic church records, you’ve probably heard of “degrees of sanguinity,” which are prohibited blood relationships in marriage. For example, siblings are prohibited from marrying because they are too closely related, according to church doctrine.

By SVG remake by WClarke based on original by User:Sg647112c – Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=54804980

Today, we think of the genetic results of inbreeding, but originally, relationships (and consanguinity) also had to do with inheritance.

Essentially, marriages are prohibited by degree of sanguinity, and that degree is calculated based on this relationship chart. Prohibited degrees of consanguinity changed over time. Sometimes, a priest granted dispensation for a couple to wed who was of a prohibited degree of sanguinity. That’s a genealogy goldmine because it tells you where to look for common ancestors. It also tells you something else – that you may share more DNA with other descendants of that couple than one would otherwise expect.

More Than You Ever Expected

Recently, I’ve been working with an academic research team on a very interesting ancient DNA case that involves pedigree collapse. Doing the genealogy and genetic work on how much DNA was expected in a match without pedigree collapse, and how much was expected with pedigree collapse, was very interesting.

The team was working to confirm relationships between people in a cemetery. The burials shared more DNA than anticipated for who the people were believed to be. Enter pedigree collapse.

I can’t disclose the circumstances just yet – but I will as soon as possible. It’s an extremely interesting story.

We needed to ensure that readers, both academic and more generally understood pedigree collapse and our calculations. Why did burials share higher than expected DNA than indicated by the expected relationships? This puzzle becomes much more interesting when you add in pedigree collapse.

Academic researchers and scientists have access to models and mathematical algorithms that normal air-breathing humans don’t have easy access to.
So, what do you do if you and a match have a known pedigree collapse in your tree? How much DNA can you expect to share, and how do you calculate that?

These are all great questions, so let’s take a look.

I’m sharing the PowerPoint slides I prepared for our team on this topic. I’ve removed anything that would identify or even hint at the project and modified the slides slightly for easier consumption.

This presentation has never been given publicly, so you’re first! It seemed a waste to do this work and not share it!

Pedigree Collapse and DNA

Pedigree collapse occurs when you share an ancestor or ancestors through different pathways. In this case, the person at the bottom is the child of parents who were third cousins, but the father’s grandparents were also first cousins.

First cousin marriages were common in the not-too-distant past. Today, you could easily marry your third or fourth cousin and not even realize it unless someone in your family just happened to be a genealogist.

Genealogists use various tools to calculate the expected amount of shared DNA in relationships – first cousins, siblings, or half-siblings, for example. Both the Shared cM Project at DNAPainter and SegcM at DNA-Sci Tools provide tools.

Take a look at the article, DNA: In Search of…Full and Half-Siblings, for some great examples.

First cousins share common grandparents. Their child inherits DNA from two paths that lead back to the same ancestors. Some of that DNA will be the same, meaning the child will or can inherit the same ancestral segment from both parents, and some will be different segments from those ancestors that the parents do not share with each other.

Inheritance – How It Works

Let’s look at inheritance to see how this happens.

Let’s start with full and half-siblings.

Each child inherits half of their DNA from each parent, but not entirely the same half (unless they are identical twins.)

Therefore, full siblings will match on about 50% of their DNA, which is illustrated by the segments on the chromosome browser. However, and this will be important in a minute, about 25% of their DNA is exactly the same, when compared to each other, on the chromosome inherited from their father and mother at the same location.

On the chromosome browser, you can see that three siblings do match. One sibling (the grey background chromosomes) is the person both other full siblings are being compared to, in the example above.

What you can’t determine is whether they share the exact same DNA on both their mother and father’s Chromosome 1, where the matches overlap, for example. We know they both match their sibling, but the top person could match the sibling due to a match from their paternal chromosome in that location, and the bottom person could match due to their maternal chromosome. There’s no way to know, at least not from that view.

The areas where the siblings share exactly the same DNA on both their maternal and paternal chromosome, both, with each other are called Fully Identical REgions (FIR), as compared to Half Identical Regions (HIR) where the siblings match on either their maternal or paternal copy of the chromosome, but not both.

23andMe used to provide a tool that displayed both types of matches.

Since the data exposure incident at 23andMe, they no longer provide this lovely tool, and since that help page is now gone as well, I doubt this view will ever be returned. Fortunately, I grabbed a screenshot previously.

The dark purple segments are fully identical, meaning that these two full siblings match on both their maternal and paternal chromosomes in that location. The magenta are half identical, which means they match on EITHER the maternal or paternal chromosome in that location but not on both chromosomes. Of course, no color (light grey) means there is no match at that location.

Please note that because 23andMe counts fully identical regions (FIR) twice, their total matching cMs are elevated. The other companies do NOT count those regions twice.
GEDmatch also shows both full and half-identical regions as described more fully, here.

In this full-sibling example from GEDmatch, the green segments are fully identical regions across both the maternal and paternal chromosomes.

The definition of FIR is that two people match on both their mother’s and father’s DNA on the same chromosome. Therefore, in following generations, there technically should not be FIR matches, but in some instances we do find FIR matches outside of full siblings.

Moving down another generation, first cousins may share SOME fully identical DNA, especially if they are from an endogamous population or their mothers are related, but less, and it’s generally scattered.

Here’s my Mom’s GEDmatch comparison to her first cousin. The purple-legend segment shows a match, and the green within that match shows fully identical locations.

You can easily see that these are very scattered, probably representing “chance” or population-based fully identical matching locations within a segment. Comparatively, the green FIR segments for full siblings are dense and compact, indicating a segment that is fully identical.

Evaluating matches for dense FIR segments (known as runs of homozygosity – ROH) is a good indicator of parental relatedness.

Double Cousins

Of course, if these people were double first cousins, where the wives of the siblings were sisters to each other – the first cousins would have large patches of dense green FIR segments.

First cousins share grandparents.

Double first cousins occur when two people share both sets of grandparents, meaning that brothers marry sisters. Normal first cousins share about 12.5% of their DNA, but double first cousins share about 25% of their DNA.

In this case, Sharon and Donna descend from two brothers, James and Henry, who were sons of Joseph and Jane. In this scenario, James and Henry married unrelated women, so Sharon and Donna are first cousins to each other.

Double first cousins share both sets of grandparents so they would inherit FIR from both sets of siblings.

You need to be aware of this, but for now, let’s stick with non-double relationships. You’re welcome!

DNA Inheritance

Here’s a different example of DNA inheritance between two siblings.

  1. You can see that in the first 50 cM segment, both siblings inherited the same DNA from both parents, so they match on both their mother’s and father’s chromosomes. They match on both the 50 cM green and 50 cM pink segments. 23andMe would count that as 100 cMs, but other vendors only count a segment IF it matches, NOT if it matches twice. So, other vendors count this as a 50 cM match.
  2. In column two, these two people don’t match at all because they inherited different DNA from each parent. In this example, Person 1 inherited their maternal grandmother’s segment, and Person 2 inherited their maternal grandfather’s segment.
  3. In column three, our siblings match on their paternal grandmother’s segment.
  4. In column four, no match again.

How much can we expect to inherit at different levels – on average?

Different tools differ slightly, and all tools provide ranges. In our example, I’ve labeled the generations and how much shared DNA we would expect – WITHOUT pedigree collapse.

Ancestral couple Inherited cM Inherited %
Gen 1 – Their children 3500 cM 50
Gen 2 – Grandchildren 1750 cM 25
Gen 3 – Great-Grandchildren 875 cM 12.5
Gen 4 – GG-Grandchildren 437.5 6.25
Gen 5 – GGG-Grandchildren 218.75 3.125
Gen 6 – GGGG-Grandchildren 109.375 1.5625
Gen 7 – GGGG-Grandchildren 54.6875 .078125

Please note that this is inherited DNA, not shared (matching) DNA with another person.

Adding in pedigree collapse, you can see that we have three Gen 1 people involved, three Gen 2 descendants, and two Gen 3 and Gen 4 people.

Each of those people inherit and pass on segments from our original couple at the top.
We have three distinct inheritance paths leading from our original couple to Gen 5.
We have a first cousin marriage at Gen 2, at left, which means that their child, Gen 3, will have an elevated amount of the DNA of their common ancestors.

In Gen 4, two people marry who both descend from a common couple, meaning their child, Gen 5, descends from that couple in three different ways.

Did your eyes just glaze over? Well, mine did, too, which is why I had to draw all of this out on paper before putting it into PowerPoint.

The Gen 5 child inherits DNA from the ancestral couple via three pathways.
The next thing to keep in mind is that just because you inherit the DNA from an ancestor does not mean you match another descendant. Inheritance is not matching.

You must inherit before you can match, but just because you and someone else have inherited a DNA segment from a common ancestor does not guarantee a match. Those segments could be in different locations.

Categories of DNA

When dealing with inheritance and descent, we discuss four categories of DNA.

  • In the first generation, full siblings will, in about 25% of their locations, share the same DNA that has been inherited from both parents on the same chromosome. In other words, they match each other both maternally and paternally at that location. Those are FIR.
  • The DNA you inherit from an ancestor.
  • The DNA that both you and your cousin(s) inherit from a common ancestor and match on the same location. This is shared DNA.
  • The DNA that both you and your cousin(s) inherit from a common ancestor, but it’s not in the same location, so you do not match each other on that segment. Just because you inherit DNA from that ancestor does not necessarily mean that your cousin has the same DNA from that ancestor. This is inherited but not shared.

Inheritance is Not The Same as Matching

Inheritance is not the same thing as matching.

Inheriting our ancestor’s DNA isn’t enough. We need to match someone else who inherited that same segment in order to attribute the segment to that specific ancestor.

Depending on how close or distant the relationship, two people may share a lot of DNA (like full siblings), or one segment in more distant matches, or sometimes none at all. As we reach further back in time, we inherit less and less of our increasingly distant ancestors’ DNA, which means we match increasingly fewer of their descendants. I wrote about determining ancestral percentages in the article,  Ancestral Percentages – How Much of Them is in You?

Based on how much DNA we share with other known relatives, we can estimate relationships.

Pedigree collapse, where one descends from common ancestors more than once, increases the expected amount of inherited DNA, which in turn increases the probability of a shared match with other descendants.

Ancestral Couple Matching Between Shared DNA ~cM Shared DNA ~% Range (Shared cM Project) FIR – Identical DNA
Generation 1 Full Siblings 2600 50 1613-3488 25%
Generation 2 First Cousins 866 12.5 396-1397 0
Generation 3 Second Cousins 229 3.125 41-592 0
Generation 4 Third Cousins 73 0.78125 0-234 0

Here’s an example through third cousins, including expected FIR, fully identical regions where full siblings match each other on both their maternal and paternal chromosomes in the same location.

I provided a larger summary chart incorporating the information from public sources, here, minus FIR.

Of course, double cousins, where two pairs of siblings marry each other, represent another separate level of complexity. DNA-Sci’s Double Cousin Orogen explains this here and also provides a tool.

Double cousins, meaning when two pairs of siblings marry each other, are different from doubly related.

Doubly related means that two people descend from common ancestors through multiple paths, meaning multiple lines of descent. Doubly related is pedigree collapse. Double cousins is pedigree collapse on steroids.

Pedigree Collapse, aka Doubly Related

Calculating expected inherited DNA from multiple lines of descent is a bit more challenging.

A handy-dandy chart isn’t going to help with multiple relationships because the amount of expected shared DNA is based on the number of and distance of relationships.

Please note that this discussion excludes X-DNA matching which has its own inheritance path.

It’s time for math – but I promise I’ll make this relatively easy – pardon the pun.

What’s Behind the Math?

So, here’s the deal. I want you to understand why and how this works. You may not need this information today, but eventually, you probably will. This is one of those “refer back to it” articles for your personal library. Read this once as a conceptual overview, then read it again if you need to work through the relationships.

This is easy if you take it one step at a time.

First, we calculate each path separately.

In the first generation, full siblings inherit identical (FIR) DNA on both their mother’s and father’s chromosomes.

In the second generation, the male inherits the maternal segment, and the female inherits the paternal segment.

In the third generation, their child inherits those segments intact from both of their parents. The child inherits from the ancestral couple twice – once through each parent.

In generation 1, those two segments were FIR, fully identical regions. Both of those men married unrelated wives. When their children, Gen 2, were born, they had either the maternal or paternal segment from their father because they had an entirely different segment in that location from their mother.

However, the child in Gen 3 inherited the original green segment from their father and the original pink segment from their mother – reuniting those FIR segments in later generations.

First Cousin’s Child

Let’s calculate the inheritance for the child of those two first cousins who married.

Ancestral couple Inherited cM Inherited %
Gen 3 – Great-Grandchildren 875 cM 12.5
Gen 3 – Great-Grandchildren 875 cM 12.5
Total 1750 cM 25

Normally, a Gen 3 person inherits roughly 875 cM, or 12.5% of their great-grandparent’s DNA. However, since their grandparents were first cousins, they inherit about twice that amount, or 1750 cM.

While a Gen 3 person inherits as much as a grandchild (25%) normally would from the original couple, they won’t match on all of that DNA. When matching, we need to subtract some of that DNA out of the equation for two reasons:

  • In the first generation, between siblings, some of their DNA was fully identical and cannot be identified as such.
  • In the second generation, they will each have some parts of the ancestral couple’s DNA that will not match the other person. So, they inherit the same amounts from their common ancestors, but they can only be expected to match on about 25% of that amount two generations later.

However, the child of first cousins who marry inherits more DNA of the common ancestors than they would if their parents weren’t related. It’s just that some of that DNA is the same, potentially on the maternal and paternal chromosomes again, and some won’t match at all.

While matching DNA is the whole point of autosomal DNA testing, fully identical DNA matching regions (FIR) cannot be identified that way. For the most part, other than identifying full and half-siblings, sometimes pedigree collapse, and parent-relatedness, fully identical DNA isn’t terribly useful for genealogy. However, we still need to understand how this works.

It’s OK if you just want to say, “I know we’ll share more DNA due to pedigree collapse,” but if you want to know how much more to expect, keep reading. I’d really like for you to understand use cases and be able to track those segments.

Remember, we will learn a super-easy shortcut at the end, so for now, just read. It’s important to understand why the shortcut works.

Sibling Inheritance Versus Matching

In order to compare apples to apples, sometimes we need to remove some portion of DNA in our calculations.

Remember story problems where you had to “show your work”?

Calculating Expected DNA

Here’s the step-by-step logic.

Ancestral couple Inherited Non-Identical cM Inherited %
Gen 1 first son 3500 50
Gen 1 second son 3500 50
Less identical segments (FIR) -1750 (subtracted from one child for illustration) 25
Gen 2 son 1750 25
Gen 2 daughter married Gen 2 son 875 12.5
Gen 3 – Their child path through Gen 2 son 875 cM 12.5
Gen 3 – Their child path through Gen 2 mother 437.5 cM 6.25
Their child total without removing identical segments 1750 cM 25
Their child total after removing identical segments 1312.5 18.75

Category cMs Most Probable Degree Relationship
No Pedigree Collapse 875 98% Great grandparent or great-grandchild, great or half aunt/uncle, great or half niece/nephew, 1C 3
Pedigree Collapse without identical segment removal 1750 100% Grandparent, grandchild, aunt/uncle, half-sibling, niece/nephew 2
Pedigree Collapse after identical segment removal 1312.5 56% grandparent, grandchild, aunt/uncle, niece/nephew, half-sibling 2

Just because you HAVE this much shared (and/or identical) DNA doesn’t mean you’ll match on that DNA.

Next, let’s look at Gen 5 child who inherited three ways from the ancestors.

If you think, “This will never happen,” remember that it did, which is why I was working through this story problem. It’s not uncommon for families to live in the same area for generations. You married who you saw – generally, your family and neighbors, who were likely also family.

Let’s take a look at that 5th generation child.

The more distantly related, the less pedigree collapse affects matching DNA. That’s not to say we can ignore it.

Here’s our work product. See, this isn’t difficult when you take it step by step, one at a time.

Ancestral couple Inherited Non-Identical cM Inherited %
Gen 3 Child total after removing identical segments 1312.5 18.75
Gen 4 father – half of Gen 3 father 656.25 9.375
Gen 5 child – half of Gen 4 father 328.125 4.6875
Gen 5 child – mother’s side calculated from ancestral couple normally 218.75 3.125
Total for Gen 5 Child 546.875 7.8125

Inheritance Ranges

Lots of factors can affect how much DNA a person in any given generation inherits from an ancestor. The same is true with multiple paths from that same ancestor. How do we calculate multiple path inheritance ranges?

As with any relationship, we find a range, or combined set of ranges for Gen 5 Child based on the multiple pathways back to the common ancestors.

Gen 5 Child Inherited Non-Identical cM Inherited %
Without removing either paternal or maternal identical cMs 656.25 9.375
After removing paternal identical cMs only 546.875 7.8125

 

After removing maternal cMs only 546.875 7.8125

 

After removing both paternal and maternal identical cMs 362.50 6.25
Normal Gen 5 no pedigree collapse 218 3.125

What About Matching?

Inheritance and matching are different. Most of the time, two people are unlikely to share all of the DNA they inherited from a particular ancestor. Of course, inheriting through multiple paths increases the likelihood that at least some DNA from that ancestor is preserved and that it’s shared with other descendants.

Two people aren’t expected to match on all of the segments of DNA that they inherit from a particular ancestor. The closer in time the relationship, the more segments they will inherit from that ancestor, which increases the chances of matching on at least one or some segments.

Clearly, pedigree collapse affects matching. It’s most pronounced in closer relationships, but it may also be the only thing that has preserved that ONE matching segment in a more distant relationship.

So, how does pedigree collapse actually affect the likelihood of matching? What can we actually expect to see? Is there a name for this and a mathematical model to assist with calculations?

I’m so glad you asked! It’s called Coefficient of Relationship.

Coefficent of Relationship

My colleague, Diahan Southard, a scientist who writes at YourDNAGuide has authored two wonderful articles about calculating the statistical effects of pedigree collapse.

You can also read another article about the methodology of calculating coefficient of relationship, here, on WaybackMachine.

Diahan is a math whiz. I’m not, so I needed to devise something “quick and dirty” for my own personal use. I promised you a “cheat sheet,” so here’s the methodology.

Two Inheritance Paths – First and Third Cousins

Let’s look at an example where two people are both first cousins and third cousins because their grandparents were also first cousins.

Let’s calculate how these two people are related. They are first cousins and also third cousins.

When calculating the effects of pedigree collapse, we calculate the first relationship normally, then calculate the second relationship and add a portion of the result.

Here’s the math.

Using the Shared cM Project for the expected amount of shared DNA for both relationships, we’ve calculated the expected range for this pedigree collapse relationship.

Tying this back to degrees of relatedness.

Let’s look at ways to do Quick Calculations using the publicly available Shared cM charts and my composite tables, here.

Using Average Shared DNA

This first methodology uses average expected amount of shared, meaning matching, DNA. Please note, I’m not necessarily expecting you to DO this now, just read to follow.

Using Average Inherited DNA

Here’s a second method using average inherited DNA, meaning people wouldn’t be expected to match on all of the inherited DNA – just a portion.

You can’t always use the shared cM charts because all relationships aren’t represented, so you may need to use the amount of expected inherited DNA instead of shared DNA amounts.

Methodology Differences

Remember, none of these methodologies are foolproof because DNA inheritance is random. You may also have additional relationships that you’re aware of.

So, what’s the easiest method? Neither, actually. I’ve found an even easier method based on these proven methodologies.

Easy-Peasy Pedigree Collapse Shortcut Range Calculation in 4 Steps

Now that you understand the science and reasoning behind all of this, you can choose from multiple calculation methodologies after drawing a picture of the relevant tree.

You’re probably wondering, “What’s the easiest way to do this?”

  • These quick calculation methods are the easiest to work with for non-scientists and non-math whizzes. These are the calculations I use because, taking into account random recombination, you can’t do any better than get close.
  • Also, remember, if you’re dealing with double relationships, meaning double first cousins, you’ll need to take that into consideration, too.
  • If endogamy is involved, your matches will be higher yet, and you should use the highest calculations below because you need to be on the highest end of the range – and that may still not be high enough.

In these Easy-Peasy calculations, you calculate for the lowest, then the highest, and that’s your range. Please note that these are options, and truly, one size does not fit all.

  1. For the lowest end of the range, simply use the average of the highest relationship. In this case, that would be 1C, which is 866 cM. Remember that you may not share DNA with third cousins. 10% of third cousins don’t share any DNA, and 50% of fourth cousins don’t.
  2. For the highest end of the range, find the second relationship in the Shared cM chart, divide the average by half, and add to the value from the closest relationship. In this case, half of the 3C value of 76 is 38.
  3. Add 38 to 866 for the highest end of the range of 904.
  4. If there’s yet another path to ANY shared ancestor, add half that amount too to calculate the high end of the range – unless it’s 4C or more distant, then don’t add anything.

You can see that this easy-peasy range calculation for pedigree collapse compares very well to the more complex but still easy calculations.

  • Easy-peasy calculation: 866-904
  • Other calculation methods: 850-903
  • For this same relationship combination, Diahan’s statistical calculation was 850 cM.

Back to Genealogy

What’s the short story about how pedigree collapse affects genealogy?

Essentially, in close generations, meaning within a few generations of two first cousins marrying, descendants can expect to inherit and share significantly more DNA of the common ancestors, but not double the amount. As we move further away from those marriages in time, the effect becomes less pronounced and more difficult to detect. You can see that effect when calculating multiple paths where at the fourth cousin level, or more distant, those cousins have a 50% or greater possibility of not sharing DNA segments.

Of course, with multiple paths to the same ancestor, your chances of inheriting at least some segments from the common ancestor are increased because their DNA descends through multiple paths.

Today, close marriages are much less common and have been for several generations in many cultures, so we see fewer instances where pedigree collapse makes a significant difference.

Within a population or group of people, if pedigree collapse becomes common, meaning that there are multiple paths leading back to common ancestors, like our three-path example, DNA segments from the common ancestors are found among many people. Significant pedigree collapse becomes endogamy, especially if marriage outside of the group is difficult, impossible, or discouraged.

Normally, pedigree collapse is not recorded in actual records. It’s left to genealogists to discover those connections.

The exception, of course, is those wonderful Catholic parish records where the priest granted dispensations. Sometimes, that’s our only hint to earlier genealogy. In the case of the marriage of Marie-Josesphe LePrince to Jacques Forest, the priest wrote “dispense 3-3 consanguinity,” which tells us that they shared great-grandparents. It also tells us that their grandparents were siblings, that the bride and groom were second cousins, and that their children and descendants inherited an extra dose of DNA from their common great-grandparents.

How does that affect me today? Given that I’m their seventh-generation descendant – probably not at all. Of course, they are Acadian, and the Acadians are highly endogamous, which means I match many Acadians because all Acadians share the DNA of just a few founders, making it almost impossible to track segments to any particular ancestor. If it weren’t for endogamy, I would probably match few, if any, of their descendants.

Now, when you see those Catholic church dispensations or otherwise discover pedigree collapse, you can be really excited, because you understand the effects of pedigree collapse and how to calculate resulting matches! You might, just might, have retained a DNA segment from those ancestors because you inherited segments through multiple paths – increasing the probability that one survived.

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Bennett Greenspan: Meet My Extended Family & Discover Extraordinary Deep Heritage

“My ancestors are in my soul. I can’t get them out of my mind.”

Bennett Greenspan

“And yes, I brake for cemeteries.”

Bennett Greenspan gave an incredibly interesting presentation at the 15th International Genetic Genealogy Conference held by FamilyTreeDNA in November 2023. Since his retirement in January 2021, he has been able to focus on his genealogy. Once a genealogist, always a genealogist.

Bennett said some things I hadn’t thought about, and now I’m viewing Y-DNA matches with a different perspective – based on how he’s using his results.

Ever since I met him, Bennett’s focus has been to use genetics to unravel his complex Jewish heritage.

The questions that drive Bennett are the same ones that motivate most genealogists:

  1. Who are we?
  2. Where did we come from?
  3. Where were we before we were there?
  4. How did my ancestors get there?

Bennett “lost his family lines” before the mid-1800s due to his Jewish heritage, exacerbated in the 1930s by the devastation wrought by the Holocaust. Families were either killed or scattered to survive. It has been through Y-DNA in particular that he has been able to establish unquestionable and confirmed connections with other Greenspan men, sometimes by similar but different surnames, like Green, and sometimes with other surnames entirely.

When Bennett first started down this path, he tested more than 62 men before actually finding one a decade later that matched his Y-DNA. Bennet commented that it was “a little frustrating.”

Persistence is the key, and sometimes, genealogy is a waiting game, but that’s small comfort to genealogists during that unproductive waiting period.

Eventually, Bennett reassembled his family, at least somewhat, but it was a long journey. Here’s Bennett’s incredible story, including surprises, as he tells it.

Bennett discovered genealogy at age 12 and, like many genealogists, created a pedigree chart by talking to his family.

I love the mark-outs. How many of us still have our first chart with its edits?

This is the young Bennett Greenspan, whose interest in genealogy would one day unlock secrets for all of us!

It was a long way from a decade with no matches to finding his genetic kin in Ukraine.

The Big Y-700 Time Tree shows Bennett’s lineage in Ukraine, but stepping back in time, some descendants of his ancestors are found in adjacent locations.

Bennett was passionately discussing his matches on the time tree and in the Greenspan project, so I visited the Greenspan DNA Project, where the earliest known ancestors of Bennett’s Big Y matches are shown on the Group Time Tree.

Bennett’s closest matches are shown as descendants of haplogroup J-ZS1718. He has additional matches who are not in the Greenspan project. Since this is the Group Time Tree, it only displays the people in that project, along with their earliest known ancestors, Isaac and Usher Greenspan.

12-Marker Matches

Bennett never fails to amaze me. He said something very important and profound about 12-marker matches that I really hadn’t thought about – at least not this way.

As a community, we are often guilty of discounting 12-marker matches, those that don’t match us at 25-markers or above, or with different surnames, as “too far back in time” or otherwise irrelevant. I always look at the names and earliest known ancestors of 12-marker matches, because that person may have tested back in the day when fewer markers were available. But if I don’t recognize something, I move on.

However, Bennett said that, ”Y-12 matches reach back to a common ancestor. 12-marker matches are not a quirk. They are related to you, just further back in time. You share a common ancestor with them, someplace. They may be more distant, but they are still your close matches.”

I’ve been in too much of a hurry for a quick win, and ignoring the (apparently not so) obvious.

Determining when and where their ancestors lived also paves the way to discover yours. Your Y-DNA and theirs were in the same place at the same time.

Of Bennett’s 171 12-marker matches, 107 have upgraded to the Big Y, probably mostly due to his encouragement. This benefits both them and Bennett by fleshing out the history of that entire group of men, including how they got to where they are found in the first available records. The Time Tree shows when Big Y testers shared a common ancestor, and based on Earliest Known Ancestor (EKA) locations, where. This provides further information about the lives of ancestors before contemporary records – in other words – people that we can never identify by name. It’s a window into ancestors before surnames.

Bennett notes that testers need to know their ancestral village or location to be most useful within the project, and of course, they need to enter their EKA information. Location information is how the Migration Map, Matches Map, and Discover tools, including the Time Tree, are built.

What Happened in Spain?

Bennett’s ancestors and those of his 12-marker matches are found in Spain, and as Bennett says, “One son stayed and one left about the year 296.”

While we have no idea of their names, based on the Time Tree combined with the cluster of earliest known ancestors, we know that they were in Spain, and when.

Their family story is revealed in the bifurcation of the tree found beneath haplogroup J-L823, formed about 296 CE. One line stayed in Spain, and Bennett’s line migrated to eastern Europe where that man’s descendants, including Bennett’s family, are found in the Russian Federation, Belarus, Poland, Lithuania, Sweden, Slovakia, Ukraine, Germany, Romania, the Czech Republic, and other eastern European locations. The closer to you in the tree and in time, the more relevant to your more recent ancestral story.

However, Bennett’s deeper ancestry, the migration of his ancestors to Spain, was only revealed by testing those more distantly related men. Those same men could well have been ignored entirely because they only matched at 12 markers.

According to Bennett, “Y-12 markers are important because these are the men most closely related to you in a database of 1 million men.”

How incredibly profound. How much have I been cavalierly overlooking?

How does this actually apply to Bennett’s results?

Bennett’s Spanish Matches

Bennett has the following STR panel matches who indicate that their EKA are from Spain. You can see that they match Bennett on a variety of panels.

  • X = yes, match
  • No = no match
  • Blank = not tested at that level.

In the Big Y GD column, the genetic distance (GD) is displayed as 15/660 where 15 is the number of mismatches, or the cumulative genetic distance ABOVE the 111 panel, and 660 is the number of STR markers above 111 with results.

The Big Y-500 test guaranteed a minimum of 500 total STR markers, and the Big Y-700 guarantees a minimum of 700 total STR markers, plus multiple scans of the balance of the Y chromosome for SNP mutations that define haplogroups. Testers don’t receive the same number of markers because the scan technology sometimes doesn’t read a specific location.

Tester 12 25 37 67 111 Big Y Test Big Y GD Big Y Match Haplogroup
AA X X X No No Yes 15/660 No J-FTD8826
DT X X No No X Yes 17/664 No J-FTE50318
JG X X No No
AR No No X X No No
ELR X X X No No
EL X X Yes 17/666 No J-FTE50318
GC X X X X No No
JC X No No
JLG X X No No No Yes 14/662 No J-FTE23540
MF X X No X No Yes 15/665 No J-FTD91126
MT X X X X No No
BE X X X X X Yes 20/664 No J-BY1795
DR X X X X X Yes 16/660 No J-FTC87344
EC X X X X X Yes 15/665 No J-FTC87344
GM X X No No No Yes 16/650 No J-FTD28153
GM X X X X No Yes 17/664 No J-FTD11019
LS X X No No No Yes 18/666 No J-FTD28153
NE X X X X X Yes 23/597 No J-BY1795
NC X No No
RR X X X No X Yes 22/659 No J-BY1795
TT X X X X X Yes 16/647 No J-FTC87344
XG X X X No No Yes 17/523 No J-BY167283
JA X X No No No Yes 15/646 No J-FTD11019

Of those 23 Spanish matches, sixteen have upgraded to Big Y tests, 14 of which are Big Y-700s, resulting in nine different haplogroups, all of which are descendants of Haplogroup J-L823. How cool is that?

The “Nos” in the Big Y Match Column aren’t mistakes. That’s right – none of these men match Bennett on the Big Y test, meaning they had more than a 30 mutation difference between them and Bennett on the Big Y test.

At first glance, you’d think that Bennett would have been disappointed, but that’s not the case at all! In fact, it was the information provided by these distant Spanish matches that provided Bennett with the information that his line had split sometime around the year 296 CE, with one branch remaining in Spain and his branch migrating to Eastern Europe, where he has lots of matches.

DNA Plus History

What was happening in Spain or the Iberian peninsula that involved the Jewish people about that time? Historical records exist of Jews living in that region before the fall of the Second Temple in about 70 CE, including records of Jews being expelled from Rome in 139 for their “corrupting influence.”

Furthermore, the Ancient DNA Connections for haplogroup J-L823, the most recent common ancestor (MRCA) for all of those branches, includes connections to multiple burials from:

  • Lebanon
  • Iran
  • Rome (from 1-400 CE)
  • Turkey
  • Jordan

Clearly, Bennett’s ancestor was in the Iberian peninsula around or before 296 CE. One branch stayed, winding up in Spain, and one headed for Europe.

Without these matches, some who didn’t match above the 12 or 25 marker level, how would Bennett have EVER known that his Jewish ancestors left the Middle East for Spain in the early years? How would he have known they migrated from Spain to Eastern Europe, and how would he have known that his line did not migrate directly from the Levant to Eastern Europe in the 9th century?

Big Y matches are typically within about 1500 years, but non-matches are still INCREDIBLY valuable. Without them, you can’t completely assemble your family story.

I noticed on the Time Tree that in Bennett’s Eastern European line, one of his ancestor’s brother lineages includes the Katzenellenbogen Rabbinic Lineage derived from ancient DNA samples.

Bennett’s successes have resulted from contacting his matches and encouraging upgrades. So how did he do it? What’s the magic sauce?

Contacting Matches

How to contact matches successfully is a question I see often. In fact, FamilyTreeDNA recently wrote about that in an article, here.

Bennett’s methodology for contacting his matches to encourage an upgrade is that he sends an email explaining why he’s encouraging them to upgrade, followed by a 2nd email three days later.

Bennett tells the recipient that we are at an inflection point in time. “It’s winter, the wind is blowing hard, and many of the leaves are gone.”

In other words, we need to cast the net wider and capture what we can, while we can. Unfortunately, many early testers have died, and with them, chapters of history are perishing.

Collaboration is key. In addition to encouraging upgrades, Bennett also offers Zoom calls to these groups of men to explain the results if they are interested.

What a GREAT idea! I need to begin offering that as well.

Upgrade Request

Bennett reaches out to his matches at various levels, but he expects his closer STR matches, meaning at the 67 and 111 marker level with the fewest mismatches, to match him on a Big Y-700 test and connect someplace between 300-600 years ago, which helps everyone flesh out their tree.

Bennett’s email:

Hello <name>,

Since you have already made a sizable investment in your Y-DNA, you now know that we come from the dominant male Middle Eastern group (Haplogroup J) of men who <subject here>.

What’s really neat is that our Y-DNA has recently been found in an archaeological site in Northwestern Jordan dated to about 4200 years ago. I know this because I upgraded to the Big Y, which tests SNPs, looking at several million locations on the Y chromosome of each man.

One academic customer recently compared this new technology as the difference between looking into space with binoculars versus the Hubble Telescope.

I don’t know if you are familiar with your list of matches at the highest level you’ve tested for, either Y-67 or Y-111. If you are, you should recognize my name and the names of others who have taken the Big Y test.

You’ll see what you’ll gain by letting me upgrade your test for you and determining whether you are related to my line – probably between about 200 years and 500 years.

This might be the second time that I have written to you on this matter; can I presume if I don’t hear from you that you’re not really interested in the Y-DNA subject anymore?

Can I run the test so that I can see how closely we are related – at my expense? (Of course, you get to see how closely related we are, too).

Please reply to me and say “yes.” You don’t even have to put a 🙂 if you don’t want to.

I started this company and this industry over 20 years ago. I predict that you will be happy with the history of YOU that this upgrade will uncover.

Best,

Bennett Greenspan

As you can see, this email can easily be personalized further and adapted to matches at the 37, 25, and 12 marker levels – or even Family Finder matches, now that intermediate-range haplogroups are being reported.

What’s Next?

I’m going back to every one of the kits I sponsored or that represent descendants of one of my ancestors to review their matches again – focusing not just on the closest matches with common surnames, but also on locations – and specifically at lower matching levels. I’ll also be checking their Family Finder matches for male surname matches, or similar surnames.

As is evident from Bennett’s tests, an entire mine of diamonds is out there, just waiting to be unearthed by a Big Y test.

And to think that some people have been advising people to ignore 12-marker matches out-of-hand because they are “entirely irrelevant.” They aren’t – for two reasons.

  1. First, some early testers only tested to that level
  2. Second, because of the deeper history that Big Y tests from those matches will uncover

You can view your Y-DNA matches, upgrade your own Y-DNA test, or order a Big Y-700 test if you haven’t yet tested by clicking here. What’s your next step?

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FamilyTreeDNA 2023 Update – Past, Present and Future

At the FamilyTreeDNA International Conference on Genetic Genealogy, held November 3-5 in Houston for group project administrators, product and feature updates were scattered across both days in various presentations.

I’ve combined the updates from FamilyTreeDNA into one article.

I’ve already written two articles that pertain to the conference.

FamilyTreeDNA has already begun rolling the new Y DNA haplogroups from Family Finder autosomal tests, which I wrote about here:

I still have at least two more articles to publish from this conference that was chocked full of wonderful information from a wide range of talented speakers.

Past, Present, and Future with Katy Rowe-Schurwanz

Katy Rowe-Schurwanz, FamilyTreeDNA’s Product Manager, provided an update on what has been accomplished in the four and a half years since the last conference, what’s underway now, and her wish list for 2024.

Please note the word “wish list.” Wish list items are NOT commitments.

Recent Milestones

A lot has been happening at FamilyTreeDNA since the last conference.

Acquisition and Wellness Bundles

As everyone is aware, at the end of 2020, myDNA acquired Gene by Gene, the parent company of FamilyTreeDNA, which included the lab. As a result, the FamilyTreeDNA product menu has expanded, and wellness bundles are now available for FamilyTreeDNA customers.

If you’re interested, you can order the Wellness product in a bundle with a Family Finder test, here.

You can add the Wellness product for $39 if you’ve already tested.

New TIP (Time Prediction) STR Report

Did you notice that the old TIP report for Y DNA STR markers was replaced with an updated version several months ago?

To view the new report, sign on and select your Y DNA matches. At the far right of each match you’ll see these three icons representing a pedigree chart, notes, and the TIP (Time Predictor) report.

The updated TIP report includes wonderful new graphs and age estimates for each match category, which you can read about, here. Each category, such as 67-marker matches, has time estimates in which a common ancestor might have lived at each possible genetic distance.

Math is our friend, and thankfully, someone else has done it for us!

Please note that the Big Y SNP dates are MUCH more accurate for a variety of reasons, not limited to the instability and rapid mutation rate of STR mutations.

MyOrigins3

MyOrigins3, FamilyTreeDNA’s ethnicity offering, added over 60 new reference populations for a total of 90, plus chromosome painting. You can read about MyOrigins features here, and the white paper, here.

This is one of my favorite improvements because it allows me to identify the segment location of my population ancestries, which in turn allows me to identify people who share my minority segments such as Native American and African.

Due to a lack of records, these relationships are often exceedingly difficult to identify, and MyOrigins3 helps immensely.

Additional Releases

Additional products and features released since the last conference include:

Discover

Released in July 2022, Discover is the amazing new free product that details your ancestor’s Y DNA “story” and his walk through time and across the globe.

In the past 18 months, all of the Discover features are new, so I’m only making a brief list here. The great thing is that everyone can use Discover if you know or can discover (pardon the pun) the haplogroup of your ancestral lines. Surname projects are often beneficial for finding your lineages.

  • Haplogroup Story includes haplogroup location, ages derived from the earliest known ancestor (EKA) of your matches, and ancient DNA samples. Please be sure you’ve entered or updated your EKA, and that the information is current. You can find instructions for how to update or add your EKA here.
  • A recent addition to the haplogroup story includes Haplogroup Badges.
  • Country Frequency showing where this haplogroup is found with either a table view or an interactive map
  • Famous and infamous Notable Connections, including Mayflower passengers, Patriots from the American Revolution, US presidents, royal houses, artists, musicians, authors, pirates, sports figures, scientists, and more.

If you know of a proven connection to a notable figure, contact customer support and let them know! Notable connections are added every week.

One famous Discover connection is Ludwig von Beethoven which resulted from a joint academic study between FamilyTreeDNA and academic researchers. It’s quite a story and includes both a mystery and misattributed parentage. You can see if you match on Discover and read about the study, here.

  • Updated Migration Map, including locations of select ancient DNA sites
  • The Time Tree, probably the most popular Discover report, shows the most current version of the Y DNA phylotree, updated weekly, plus scientifically calculated ages for each branch. Tree node locations are determined by your matches and their EKA countries of origin. I wrote about the Time Tree, here.
  • Anticipated in early 2024, the EKA and block tree matches will also be shown on the Time Tree in Discover for individual Big Y testers, meaning they will need to sign in through their kits.
  • The Group Time Tree, visible through group projects, takes the Time Tree a step further by including the names of the EKA of each person on the Time Tree within a specific project. Information is only displayed for project members who have given permission to include their data. You can select specific project groupings to view, or the entire project. I wrote about the Group Time Tree here and here.
  • Globetrekker is an exclusive Big Y mapping feature discussed here, here, here, and here.
  • Ancient Connections includes more than 6,100 ancient Y DNA results from across the globe, which have been individually analyzed and added for matching in Discover. Ancient Connections serve to anchor haplogroups and provide important clues about matches, migration paths and culture. New connections are added weekly or as academic papers with adequate Y DNA coverage are released.
  • Your Ancestral Path, which lists the haplogroups through every step from the tester back to Y Adam and beyond. Additional information for each haplogroup in your path includes “Time Passed” between haplogroups, and “Immediate Descendants,” meaning haplogroups that descend from each subclade. New columns recently added include “Tested Modern Descendants” and “Ancient Connections.”
  • Suggested Projects include surname, haplogroup, and geographic projects. Katy said that people joining projects are more likely to collaborate and upgrade their tests. You can also see which projects other men with this haplogroup have joined, which may well be projects you want to join too.
  • Scientific Details provides additional information, such as each branch’s confidence intervals and equivalent variables (SNPs). You can read more here.
  • Compare Haplogroups is the most recent new feature, added just last month, which allows you to enter any two haplogroups and compare them to determine their most recent common ancestral haplogroup. You can read about Compare Haplogroups, here.

Please note that the Studies feature is coming soon, providing information about studies whose data has been included in Discover.

You can read about Discover here, here, here, and here.

If you’re interested, FamilyTreeDNA has released a one-minute introduction to Y DNA and Discover that would interest new testers, here.

Earliest Known Ancestor (EKA) Improvement

Another improvement is that the earliest known ancestor is MUCH easier to enter now, and the process has been simplified. The EKAs are critical for Discover, so PLEASE be sure you’ve entered and updated your EKA.

Under the dropdown beside your name in the upper right-hand corner of your personal page, select Account Settings, then Genealogy and Earliest Known Ancestors. Complete the information, then click on “Update Location” to find or enter the location on a map to record the coordinates.

It’s easy. Just type or drop a pin and “Save.”

Saving will take you back to the original EKA page. Save that page, too.

Recommended Projects on Haplogroups & SNPs Page

You’re probably aware that Discover suggests projects for Y DNA testers to join, but recommended haplogroup projects are available on each tester’s pages, under the Y DNA Haplotree & SNPs page, in the Y DNA STR results section.

If there isn’t a project for your immediate haplogroup, just scroll up to find the closest upstream project. You can also view this page by Variants, Surnames and Countries.

This is a super easy tool to use to view which surnames are clustered with and upstream of your haplogroup. With Family Finder haplogroups being assigned now, I check my upstream haplogroups almost daily to see what has been added.

For example, my Big Y Estes results are ten branches below R-DF49, but several men, including Estes testers, have been assigned at this level, thanks to Y DNA haplogroups from Family Finder testing. I can now look for these haplogroups in the STR and Family Finder matches lists and see if those men are receptive to Big Y testing.

Abandoned Projects

Sometimes group project administrators can no longer function in that capacity, resulting in the project becoming abandoned. FamilyTreeDNA has implemented a feature to help remedy that situation.

If you discover an abandoned project, you can adopt the project, spruce things up, and select the new project settings. Furthermore, administrators can choose to display this message to recruit co-administrators. I need to do this for several projects where I have no co-admin.

If you are looking for help with your project, you can choose to display the button
through the Project Profile page in GAP. For non-project administrators, if you’d like to help, please email the current project administrators.

New Kit Manager Feature

FamilyTreeDNA has added a “Kit Manager” feature so that an individual can designate another person as the manager of their kit.

This new setting provides an avenue for you to designate someone else as the manager of your DNA test. This alerts FamilyTreeDNA that they can share information with both of you – essentially treating your designated kit manager the same as you.

If you’re the kit manager for someone else, you NEED to be sure this is completed. If that person is unavailable for some reason, and support needs to verify that you have legitimate access to this kit, this form and the Beneficiary form are the ONLY ways they can do that.

If your family member has simply given you their kit number and password, and for some reason, a password reset is required, and their email address is the primary contact – you may be shut out of this kit if you don’t complete this form.

Beneficiary Page

Additionally, everyone needs to be sure to complete the Beneficiary page so that in the event of your demise, FamilyTreeDNA knows who you’ve designated to access and manage your DNA account in perpetuity. If you’ve inherited a kit, you need to add a beneficiary to take over in the event of your death as well.

What is FamilyTreeDNA working on now?

Currently in the Works

Katy moved on to what’s currently underway.

Privacy and Security

Clearly, the unauthorized customer data exposure breach at 23andMe has reverberated through the entire online community, not just genetic genealogy. You can read about the incident here, here, here, and here.

FamilyTreeDNA has already taken several steps, and others are in development and will be released shortly.

Clearly, in this fast-moving situation, everything is subject to change.

Here’s what has happened and is currently planned as of today:

  • Group Project Administrators will be required to reset their password soon.

Why is this necessary?

Unauthorized access was gained to 23andMe accounts by people using the same password for multiple accounts, combined with their email as their user ID. Many people use the same password for every account so that they can remember it. That means that all a hacker needs to do is breach one account, and they can use that same information to “legitimately” sign in to other accounts. There is no way for the vendor to recognize this as unauthorized since they have both your user ID and password.

That’s exactly what happened at 23andMe. In other breaches, this information was exposed, and hackers simply tried the same username and password combination at 23andMe, exposing the entire account of the person whose account they signed in “as.” This includes all of their matches, genetic tree, shared matches, matches of matches, ethnicity, and segments. They could also have downloaded both the match list and the raw DNA file of the compromised account.

At FamilyTreeDNA, project administrators can select their own username, which could be their email, so they will be required to reset their password.

Additional precautions have been put in place on an interim basis:

  • A pause in the ability to download match and segment information.
  • A pause in accepting 23andMe uploads.

Administrators will also be required to use two-factor authentication (2FA.) To date, two of the four major vendors are requiring 2FA. I would not be surprised to see it more broadly. Facebook recently required me to implement 2FA there, too, due to the “reach” of my postings, but 2FA is not required of everyone on Facebook.

Please note that if you received an email or message that is supposedly from any vendor requiring 2FA, GO DIRECTLY TO THAT VENDOR SITE AND SIGN IN.  Never click on a link in an email you weren’t expecting. Bad actors exploit everything.

Customers who are not signing in as administrators are not required to implement 2FA, nor will they be required to reset their password.

Personally, I will implement 2FA as soon as it’s available.

While 2FA is an extra step, it’s easy to get used to, and it has already literally saved one of my friends from an authorized hack on their primary and backup email accounts this week. Another friend just lost their entire account on Facebook because someone signed in as them. Their account was gone within 15 minutes.

2FA is one of those things you don’t appreciate (at all) until it saves you, and then, suddenly, you’re incredibly grateful.

At this point in time, FamilyTreeDNA users will NOT be required to do a password reset or implement 2FA. This is because customers use a kit number for sign-in and not a username or email address. I would strongly recommend changing your password to something “not easy.” Never reuse passwords between accounts.

I really, really want you to visit this link at TechRepublic and scroll down to Figure A, which shows how long it takes a hacker to crack your password. I guarantee you, it’s MUCH quicker than you’d ever expect.

Kim Komando wrote about this topic two years ago, so compare the two charts to see how much easier this has become in just two years.

Again, if you receive an email about resetting your password, don’t click on a link. Sign in independently to the vendor’s system, but DO reset your password.

FamilyTreeDNA also engages in additional security efforts, such as ongoing penetration testing.

New Permissions

Additionally, at FamilyTreeDNA, changes were already in the works to separate out at least two permissions that testers can opt-in to without granting project administrators Advanced rights.

  • Download data
  • Purchase tests

The ability to purchase tests can be very important because it allows administrators to order and pay for tests or upgrades on behalf of this tester anytime in the future.

Family Finder Haplogroups

FamilyTreeDNA has already begun releasing mid-level Y DNA haplogroups for autosomal testers in a staggered rollout of several thousand a day.

I wrote about this in the article, FamilyTreeDNA Provides Y DNA Haplogroups from Family Finder Autosomal Tests, so I’m not repeating all of that information here – just highlights.

  • The Family Finder haplogroup rollout is being staggered and began with customers on the most recent version of the testing chip, which was implemented in March of 2019.
  • Last will be transfers/uploads from third parties.
  • Haplogroups resulting from tests performed in the FTDNA labs will be visible to matches and within projects. They will also be used in both Discover and the haplotree statistics. This includes Family Finder plus MyHeritage and Vitagene uploads.
  • Both MyHeritage and Vitagene are uploaded or “transferred” via an intracompany secure link, meaning FamilyTreeDNA knows that their information is credible and has not been manipulated.
  • Haplogroups derived from tests performed elsewhere will only be visible to the user or a group administrator viewing a kit within a project. They will not be visible to matches or used in trees or for statistics.
  • Any man who has taken a Y DNA STR test will receive a SNP-confirmed, updated haplogroup from their Family Finder test that replaces their predicted haplogroup from the STR test.

Please read this article for more information.

New Discover Tools and Updates

Discover content continues to be updated, and new features are added regularly, creating an increasingly robust user experience.

Soon, group administrators will be able to view all Discover features (like Globetrekker) when viewing kits of project members who have granted an appropriate level of access.

Ancient and Notable connects are added weekly, and a new feature, Study Connections, will be added shortly.

Study Connections is a feature requested by customers that will show you which study your academic matches came from. Today, those results are used in the Y DNA tree, but the source is not detailed.

Anticipated in early 2024, the EKA and block tree matches will also be shown on the Time Tree in Discover for individual Big Y testers (not publicly).

Big Y FaceBook Group

FamilyTreeDNA has ramped up its social media presence. They launched the Big Y Facebook group in July 2023, here, which currently has just under 9000 members. Several project administrators have volunteered their time to help manage the group.

FamilyTreeDNA Blog

In addition, FamilyTreeDNA is publishing at least one blog article each week, and sometimes more. You can view or subscribe here. Some articles are written by FamilyTreeDNA staff, but project administrators and customers author other content.

Multi-Language Support

Translation of the main FamilyTreeDNA website and results pages to Spanish has begun, with more languages planned soon.

Paypal, Payments, and Gift Cards

Paypal has been added as a payment selection, along with a PayPal option that provides the ability to make payments.

Additionally, a gift card can be purchased from the main page.

Million Mito Project & Mitotree

Work on the Million Mito Project is ongoing.

The Million Mito Project was launched in 2020 as a collaborative effort between FamilyTreeDNA’s Research & Development Team and the scientific portion of the Genographic Project. I’m a team member and wrote about the Million Mito Project, here.

We’re picking up from where the Phylotree left off in 2016, analyzing 20 times more mtDNA full sequences and reimagining the mtDNA Haplotree. By examining more mtDNA data and applying the processes that allowed FamilyTreeDNA to build the world’s largest Y DNA Haplotree, we can also create the world’s largest Mitotree.

In 2022, the first update was released, authored by the Million Mito team, with the discovery of haplogroup L7. You can read about this amazing discovery rooted deep in the tree here, here, and here. (Full disclosure: I’m a co-author.)

Not only that, but “Nature Scientific Reports” selected this article as one of five named Editor’s Choice in the Mitogenomics category, here. In the science world, that’s a HUGE deal – like the genetic Emmy.

Here’s one example of the type of improvements that can be expected. Currently, the formation of haplogroup U5a2b2a reaches back to about 5000 years ago, but after reanalysis, current branches originated between 500 and 2,500 years ago, and testers are clustered more closely together.

This is SOOO exciting!!!

Just as Discover for Y DNA results was built one feature at a time, the same will be true for MitoDiscover. That’s my name, not theirs.

As the new Mitotree is rolled out, the user interface will also be updated, and matching will function somewhat differently. Specifically, it’s expected that many more haplogroups will be named, so today’s matching that requires an exact haplogroup match to be a full sequence match will no longer work. That and other matching adjustments will need to be made.

I can hardly wait. I have so many results I need to be able to view in a tree format and to place in a timeframe.

You can be included in this exciting project, learn more about your matrilineal (mother’s) line, and hopefully break down some of those brick walls by taking the full sequence mitochondrial DNA test, here.

After the new Mitotree is rolled out and the Y DNA Family Finder haplogroups are completed, Family Finder customers, where possible, will also receive at least a basic-level mitochondrial haplogroup. Not all upload files from other vendors include mtDNA SNPs in their autosomal files. The mitochondrial Family Finder haplogroup feature isn’t expected until sometime in 2025, after the new tree and MitoDiscover are complete.

The Future

What’s coming later in 2024, or is ongoing?

Privacy Laws

Most people aren’t aware of the new privacy laws in various states, each of which has to be evaluated and complied with.

The effects of these changes will be felt in various areas as they are implemented.

New Kits Opted Out of IGG

Since late August, all new FTDNA kits are automatically opted OUT of Investigative Genetic Genealogy (IGG) by default.

Regular matching consent and IGG matching consent have been separated during onboarding.

Biobanking Separate Consent

Another consent change is to have your sample biobanked. FamilyTreeDNA has always maintained your sample for “roughly 25 years.” You could always ask to have your sample destroyed, but going forward, you will be asked initially if you want your sample to be retained (biobanked.) It’s still free.

Remember, if someone declines the biobanking option, their DNA will be disposed of after testing. They can’t order upgrades without submitting a new sample. Neither can their family after they’re gone. I ordered my mother’s Family Finder test many years after she had gone on to meet our ancestors – and I’m incredibly grateful every single day.

MyHeritage Tree Integration

An exciting change coming next year is tree integration with MyHeritage.

And no, before any rumors get started, FAMILYTREEDNA IS NOT MERGING WITH MYHERITAGE. It’s a beneficial marriage of convenience for both parties.

In essence, one of the primary focuses of MyHeritage is trees, and they do that very well. FamilyTreeDNA is focused on DNA testing and their existing trees have had issues for years. MyHeritage trees are excellent, support pedigree collapse, provide search capabilities that are NOT case sensitive, SmartMatching, and much more.

If you don’t have a MyHeritage account, creating one is free, and you will be able to either port your existing FamilyTreeDNA tree, or begin one there. If you’re already a MyHeritage member, FamilyTreeDNA and MyHeritage are planning together for a smooth integration for you. More detailed information will be forthcoming as the integration progressed and is released to customers.

You’ll be able to connect multiple kits to your tree at MyHeritage, just like you can at FamilyTreeDNA today, which enables family matching, aka bucketing.

You can also have an unlimited number of different trees at MyHeritage on the same account. You’re not limited to one.

After you link your initial FamilyTreeDNA kit to the proper person in your MyHeritage tree, you’ll be able to relink any currently linked kits.

MyHeritage will NOT receive any DNA information or match information from FamilyTreeDNA, and yes, you’ll be able to use the same tree independently at MyHeritage for their DNA matching.

You’ll still be able to view your matches’ trees, except it will actually be the MyHeritage tree that will be opened at FamilyTreeDNA in a new tab.

To the best of my knowledge, this is a win-win-win, and customers of both companies aren’t losing anything.

One concern is that some FamilyTreeDNA testers have passed away and cannot transition their tree, so a view-only copy of their tree will remain at FamilyTreeDNA so that their matches can still see their tree.

Big Y Infrastructure

Katy mentioned that internal discussions are taking place to see what changes could be made to improve things like matching and test processing times.

No changes are planned for SNP or STR coverage, but discussions are taking place about a potential update to the Telomere to Telomere (T2T) reference. No promises about if or when this might occur. The last part of the human genome to be fully sequenced, the T2T reference model includes the notoriously messy and unreliable region of the Y chromosome with many repeats, duplications, gaps, and deletions. Some data from this region is probably salvageable but has previously been omitted due to the inherent problems.

I’m not sure this shouldn’t be in the next section, the Wishlist.

Wishlist

There are lots of good things on the Wishlist – all of which I’d love.

I’d have difficulty prioritizing, but I’d really appreciate some Family Finder features in addition to the items already discussed. I’d also like to see some GAP (administrator) tool updates.

Which items do you want to see most?

Katy said that FamilyTreeDNA is NOT planning to offer a Whole Genome Sequencing (WGS) test anytime soon. So, if you’re holding your breath, please don’t. Based on what Katy did say, WGS is very clearly not a consideration in 2024 and I don’t expect to see it in 2025 either unless something changes drastically in terms of technology AND pricing.

While WGS prices have come down, those consumer tests are NOT scanned at the depth and quality required for advanced tests like the Big Y or even Family Finder. Normally consumer-grade WGS tests are scanned between 2 and 10 times, where the FamilyTreeDNA lab scans up to 30 times in order to obtain a quality read. 30X scans are in the same category as medical or clinical grade whole genome scans. Significantly higher quality scans mean significantly higher prices, too, so WGS isn’t ready for genealogy prime time yet.

Additionally, commercially available WGS tests are returned to the customer “as is,” and you’re left to extract the relevant SNPs and arrange them into files, or find someone else to do that. Not to mention, in order to preserve the integrity of their database, FamilyTreeDNA does not accept Y or mitochondrial DNA uploads.

Recently, I saw two WGS files with a 20-25% no-call rate for the autosomal SNPs required for the Family Finder test. Needless to say, that’s completely unacceptable. Some tools attempt to “fix” that mess by filling in the blanks in the format of either a 23andMe or Ancestry file so you can upload to vendors, but that means you’re receiving VERY unreliable matches.

The reason none of the major four vendors offer WGS testing for genealogists is because it’s not financially feasible nor technologically beneficial. The raw data file alone won’t fit on most home computers. WGS is just not soup yet, and it won’t be for the general consuming public, including relevant tools, for at least a few years.

I’ve had my whole genome sequenced, and trust me, I wish it were feasible now, but it just isn’t.

Suggestions Welcomed

Katy said that if you have suggestions for items NOT on the wishlist today to contact her through support.

I would add that if you wish to emphasize any specific feature or need above others, please send that feedback, politely, to support as well.

Katy ended by thanking the various teams and individuals whose joint efforts together produce the products we use and enjoy today.

Lab Update

Normally, DNA testing companies don’t provide lab updates, but this conference is focused on group project administrators, who are often the most dedicated to DNA testing.

A lab update has become a tradition over the years.

Linda Jones, Lab Manager, provided a lab update.

You may or may not know that the FamilyTreeDNA lab shifted gears and stepped up to handle Covid testing.

Supply-chain shortages interfered, but the lab ran 24×7 between 2020 and 2022.

Today, the lab continues to make improvements to processes with the goal of delivering the highest quality results in a timely manner.

On Monday, after the conference, attendees could sign up for a lab tour. You might say we are a rather geeky bunch and really enjoy the science behind the scenes.

Q&A and Thank You

At the end of the conference, the FamilyTreeDNA management team answered questions from attendees.

Left to right, Daniel Au, CTO; Linda Jones, Lab Manager; Katy Rowe-Schurwanz, Product Manager; Clayton Conder, VP Marketing; Goran Runfeldt, Head of R&D; and Andrew Gefre, Development Manager. Not pictured, Jeremy Balkin, Support Manager; Kelly Jenkins, VP of Operations; and Janine Cloud, Group Projects Manager. Janine is also responsible for conferences and events, without whom there would have been no 2023 FamilyTreeDNA conference. Janine, I can’t thank you enough!

A huge thanks to all of these people and many others, including the presenters, CSRs,  IT, and other FamilyTreeDNA team members for their support during the conference, enabling us to enjoy the conference and replenish the well of knowledge.

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Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Book

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Genealogy Research

East Coast Genetic Genealogy Conference – In Person and Virtual – October 6-8, 2023

There’s a conference focused solely on genetic genealogy, and you’re invited!! Now that’s talking my language!!!

The second annual East Coast Genetic Genealogy Conference (ECGGC) will take place on October 6-8, 2023, at the Maritime Conference Center in Linthicum Heights, Maryland, just outside Baltimore.

This year’s conference is a hybrid affair, with both in-person and virtual speaker sessions and vendor booths.

The in-person conference includes lunch and costs $225, while the virtual conference is $175.

As the name suggests, this conference caters to genetic genealogists. The lineup includes wonderful speakers who I’m sure you’ll recognize, here. I can hardly wait to attend some of these sessions. The great news is that you really don’t have to pick and choose from the more than 40 sessions, because you can view recorded sessions after the conference.

Please note that while my session on Sunday at 11, Wringing Every Drop Out of Mitochondrial DNA, is listed as In-Person, it is not. Due to a change in plans, it’s virtual.

Be sure to check out the DNA Academy on Saturday evening from 6 to 8:30 PM. This event was quite popular last year.

Is there a presentation or a few that you’re particularly looking forward to?

Recorded sessions will be available until December 31st, so even if you can’t join us that weekend, or you’re on the other side of the world and the timing just doesn’t work, you don’t have to miss out. Often, in-person sessions aren’t recorded and available later, but at ECGGC, both in-person and virtual sessions will be recorded so you can watch any session through year-end. Thanks to the fine folks on the ECGGC conference committee for providing this benefit.

You can purchase a ticket, here.

This is a wonderful opportunity, and I hope to see you there.

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I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase the price you pay but helps me to keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

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Comparing DNA Results – Different Tests at the Same Testing Company

Several people have asked about different tests at the same DNA testing company. They wondered if matching is affected, meaning whether your matches are different if you have two different tests at the same company. Specifically, they asked if you are better off purchasing a test AT a DNA testing vendor that allows uploads, rather than uploading a test from a different vendor. Does it make a difference to the tester or their matches? Do they have the same matches?

These are great questions, and the answer isn’t conclusive. It varies based on several factors.

Having multiple tests at the same DNA testing company can occur in three ways:

  • The same person tests twice at the same DNA testing company.
  • The same person tests once at the DNA testing company and uploads a test from a different testing company. Only two of the primary four DNA testing companies accept uploads from other vendors – FamilyTreeDNA and MyHeritage.
  • The same person uploads two different files from other DNA testing companies to the DNA testing company in question. For example, the DNA company could be FamilyTreeDNA and the two uploaded DNA files could be from either MyHeritage, 23andMe or Ancestry.

All DNA testing companies allow users to download their raw DNA data files. This enables the tester to upload their DNA file to the vendors who accept uploaded files. Both FamilyTreeDNA and MyHeritage provide matching for free, but advanced tools require a small unlock fee of $19 and $29, respectively.

Testing Company Accepts Uploads from Other Companies Download Upload Instructions
23andMe No Instructions here
Ancestry No Instructions here
FamilyTreeDNA Yes, some Instructions here
MyHeritage Yes, some Instructions here

I wrote about developing a DNA testing and transfer/upload strategy, here, and about which companies accept which tests, here.

Not all DNA files are created equal. Therefore, not all files from vendors are compatible with other vendors for various reasons.

Multiple Tests at the Same DNA Testing Company

I have at least two tests at each of the four major vendors. I did this for research purposes, meaning to write articles to share with you.

If you actually test twice at a vendor, meaning purchase two separate tests and take them yourself, you will have two test results at that testing company. At some companies, specifically 23andMe, if you purchase a new test through their “upgrade” procedure, you won’t have two tests, just the newer one.

However, if you’re testing at the DNA testing company, and also uploading, I generally don’t recommend more than one test at each vendor. All it really does is clog up people’s match lists with no or little additional benefit. At 23andMe, with their restrictions on the size of your match list, if everyone had two tests, the effective match limit would be half of their stated limit of about 1500 matches for earlier testers and about 5000 for current testers with subscriptions.

So, in essence, I’m telling you to “do as I say, not as I do.” We all have better things to do with our money rather pay for the same test twice. If you haven’t tested your Y-DNA or mitochondrial DNA, that’s much more beneficial than two autosomal tests at one vendor.

Chips and Chip Evolution

Before we begin the side-by-side comparison, let’s briefly discuss DNA testing chips and how they work.

Each DNA testing company purchases DNA processing equipment. Illumina is the big dog in this arena. Illumina defines the capacity and structure of each chip. In part, how the testing companies use that capacity, or space on each chip, is up to each company. This means that the different testing companies test many of the same autosomal DNA SNP locations, but not all of the same locations.

Furthermore, the individual testing companies can specify a number of “other” locations to be included on their chip, up to the chip maximum size limit. The testing companies who offer Y-DNA or mitochondrial DNA haplogroups from autosomal tests use part of their chip array space for selected known haplogroup-defining SNP locations. This does NOT mean that Y-DNA or mitochondrial DNA is autosomal, just that the testing company used part of their chip array space to target these SNPs in your genome. Of course, for your most refined haplogroup and Y-DNA or mitochondrial DNA matching, you have to take those specific tests at FamilyTreeDNA .

This means that each testing company includes and reports many of the same, but also some different SNP locations when they scan your DNA.

In the lab, after your DNA is extracted from either your saliva or the cheek swab, it’s placed on this array chip which is then placed in the processing equipment.

There are several steps in processing your DNA. Each DNA location specified on the chip is scanned and read multiple times, and the results are recorded. The final output is the raw DNA results file that you see if/when you download your raw DNA file.

Here’s an example from my file. The RSID is the reference SNP cluster ID which is the naming convention used for specific SNPs. It’s not relevant to you, but it is to the lab, along with the chromosome number and position, which is in essence the address on the chromosome.

In the Result column, your file reports one nucleotide (T, A, C or G) that you inherited from each parent at each tested position. They are not listed in “parent order” because your DNA is not organized in that fashion. There’s no way for the lab to know which nucleotide came from which parent, unless they are the same, of course. You can read about nucleotides, here.

When you upload your raw DNA file to a different DNA testing company (vendor), they have to work with a file that isn’t entirely compatible with the files they generate, or the other files uploaded from other DNA testing companies.

In addition to dealing with different file formats and contents from multiple DNA vendors, companies change their own chips and file structure from time to time. In some cases, it’s a forced change by the chip manufacturer. Other times, the vendors want to include different locations or make improvements. For example, with 23andMe’s focus on health, they probably add new medically related SNP locations regularly. Regardless of why, some DNA files include locations not included in other files and are not 100% compatible.

Looking at the first few entries in my example file above, let’s say that the testing vendor included the first ten positions, but an uploaded file from another company did not. Or perhaps the chip changed, and a different version of the company’s own file contains different positions.

DNA testing companies have to “fill in the blanks” for compatibility, and they do this using a technique called imputation. Illumina forced their customers to adopt imputation in 2017 when they dropped the capacity of their chip. I was initially quite skeptical, but imputation has worked surprisingly well. Some of the matching differences you will see when comparing the results of two different DNA files is a result of imputation.

I wrote about imputation in an early article here. Please note the companies have fixed many issues with imputation and improved matching greatly, but the concepts and imputation processes still apply. The downloaded raw data files are your results BEFORE imputation, meaning that it’s up to any company where you upload to process your raw file in the same way they would process a file that they generated. A lot goes on behind the scenes when you upload a file to a DNA testing company.

At both 23andMe and Ancestry, you know that all of your matches tested there, meaning they did not upload a file from another testing company. You don’t know and can’t tell what chip was utilized when your matches tested. The only way to determine a chip testing version, aside from knowing the date or remembering the chip version from when you tested, is to look at the beginning of the raw data download file, although not all files contain that information.

Ok, now that you understand the landscape, let’s look at my results at each company.

23andMe

I tested twice at 23andMe on two different chip versions, V3 and V4, which tested some different locations of my DNA. Neither of these chips is the current version. I originally tested twice to evaluate the differences between the two test versions which you can read about, here.

23andMe named their ethnicity results Ancestry Composition.

They last updated my V3 test’s Ancestry Composition results on July 28, 2021.

The percentages are shown at left, and the country locations are highlighted at right for my 23andMe V3 test.

Click to enlarge any graphic

The 23andMe V4 test was also updated for the last time on July 28, 2021.

The ethnicity results differ substantially between the two chip versions, even though they were both updated on the same date.

In October of 2020, in an effort to “encourage” their customers to pay for a new test on their V5 chip, 23andMe announced that there would be no ethnicity updates on older tests. So, I really don’t know for sure when my tests were actually updated. Just note how different the results are. It’s also worth mentioning that 23andMe does not show trace amounts on their map, so even though my Indigenous American results were found, they aren’t displayed on the map.

Indigenous is, however, shown in yellow on their DNA Chromosome Painting.

No other testing company restricts updates, penalizing their customers who purchased earlier versions of tests.

Matches at 23andMe

23andMe limits your matches to about 1500 unless you have purchased the current test, including health AND pay for an annual $69 subscription which buys you about 5000 matches. I have not purchased this test.

Your number of actual matches displayed/retained is also affected by how many people you have communicated with, or at least initiated communications with. 23andMe does not roll those people off of your match list.

I have 1803 matches on both of my tests, meaning I’ve reached out to about 300 people who would have otherwise been removed from my match list. 23andMe retains your highest matches, deleting lower matches after you reach the maximum match threshold.

I’ve randomly evaluated several of the same matches at each vendor, at least five maternal and five paternal, separated by a blank row. I wanted to determine whether they match me on the same number of centimorgans, meaning the same amount of DNA, on both tests, and the same number of segments.

Match 23and Me V3 23and Me V4
Patricia 292 cM – 12 segments Same as V3
Joe 148 cM, 8 segments Same
Emily 73 cM, 4 segs 72 cM, 4 seg
Roland 27 cM, 1 seg Same
Ian 62 cM, 4 seg Same
Stacy 469 cM, 16 segments 482 cM, 16 segments
Harold 134 cM, 6 segments Same
Dean 69 cM, 3 seg Same
Carl 95 cM, 4 seg Same
Debbie 83 cM, 4 seg 84 cM, 4 seg

As you can see, the matches are either exact or xclose.

Please note that bolded matches are also found at another company. I will include a summary table at the end comparing the same match across multiple vendors.

23and Me Summary

The 23andMe V3 and V4 match results are very close. Since the match limit is the same, and the results are so close between tests, they are essentially identical in terms of matching.

The ethnicity results are similar, but the V4 test reflects a broader region. Italian baffles me in both versions.

Ethnicity should never be taken at face value at any DNA testing company, especially with smaller percentages which could be noise or a combination of other regions which just happens to resemble Italy, in my case.

I don’t know what type of comparison the current chip would yield since I suspect it has more medical and less genealogical SNPs on board.

Reprocessing Tests

This is probably a good place to note that it’s very expensive for any company to update their customer’s ethnicity results because every single customer’s DNA results file must be completely rerun. Note that this does not mean their DNA itself is retested. The output raw data file is reprocessed using a new algorithm.

Rerunning means reprocessing that specific portion of every test, meaning the vendors must rent “time in the cloud.” We are talking millions of dollars for each run. I don’t know how much it costs per test, but think about the expense if it takes $1 to rerun each test in the vendor’s database. Ancestry has more than 20 million tests.

While we, as consumers, are always chomping at the bit for new and better ethnicity results – the testing companies need to be sure it really is “better,” not just different before they invest the money to reprocess and update results.

This is probably why 23andMe decided to cease updating older kits. The newer tests require a subscription which is recurring revenue.

The same is true when DNA testing companies need to rematch their entire user base. This happens when the criteria for matching changes. For example, Ancestry purged a large number of matches for all of their customers back in 2020. While match algorithm changes necessitate rematching, with associated costs, this change also provided Ancestry with the huge benefit of eliminating approximately half of their customer’s matches. This freed up storage space, either physically in their data center or space rented in the cloud, representing substantial cost-savings.

How long can a DNA testing company reasonably be expected to continue investing in a product which never generates additional revenue but for which the maintenance and reinvestment costs never end?

Ancestry and MyHeritage both hope to offset the expenses of maintaining their customer’s DNA tests and providing free updates by selling subscriptions to their record services. 23andMe wants you to purchase a new test and a yearly subscription. FamilyTreeDNA wants you to purchase a Big Y-DNA and mitochondrial DNA test.

OK, now let’s look at my matches at Ancestry.

Ancestry

I’ve taken two Ancestry tests, V1 and V2. There were some differences, which I wrote about here and here. V2 is no longer the current chip.

Except for 23andMe who wants their customers to purchase their most current test, the other companies no longer routinely announce new chip versions. They just go about their business. The only way you know that a vendor actually changed something is when the other companies who accept uploads suddenly encounter an issue with file formats. It always takes a few weeks to sort that out.

My Ancestry V1 test’s ethnicity results don’t show my Native American ethnicity.

Ancestry results were updated in June 2022

However, my V2 results do include Native American ethnicity.

Matches at Ancestry

I have many more matches on my V1 test at Ancestry because I took steps to preserve my smaller matches when Ancestry initiated its massive purge in 2020. I wrote about that here and here.

Ancestry’s SideView breaks matches down into maternal, paternal, and unassigned based on your side selection. You tell Ancestry which side is which. You may be able to determine which “side” is maternal or paternal either by your ethnicity or shared matches. While SideView is not always accurate, it’s a good place to begin.

Match Category Ancestry V1 Test Ancestry V2 Test
Maternal 15,587 15,116
Paternal 42,247 41,870
Both 2 2
Unassigned 48,999 4,127
Total 106,835 61,115

Ancestry either displays all your matches or your matches by side, which I used to compile the table above. I suspect that Ancestry is not assigning any of the smaller preserved matches to “sides” based on the numbers above.

Ancestry implemented a process called Timber that removes DNA that they feel is “too matchy,” meaning you match enough people in this region that they think it’s a pileup region for you personally, and therefore not useful. In some cases, enough DNA is removed causing that person to no longer be considered a match because they fall beneath the match threshold. I am not a fan of Timber.

Your match amount shown is AFTER Timber has removed those segments. Unweighted shared DNA is your pre-Timber match amount.

You can view the Unweighted shared DNA by clicking on the amount of shared DNA on your match list.

You can read Ancestry’s Matching White Paper, here.

Let’s take a look at my matches. I’ve listed both weighted and unweighted where they are different.

Match Ancestry V1 Ancestry V2
Michael 755 cM, 35 seg 737 cM, 33 seg
Edward 66 cM, 4 seg (unweighted 86 cM) 65 cM, 4 seg (unweighted 86 cM)
Tom 59 cM, 3 seg (unweighted 63) Same
Jonathon 43 cM, 4 seg, (unweighted 52 cM) Same
Matthew 20 cM, 2 seg (unweighted 35 cM) Same
Harold 132 cM, 7 seg 135 cM, 6 seg
Dean 67 cM, 4 seg (unweighted 78 cM) 66 cM, 4 seg (unweighted 78 cM)
Debbie 93 cM, 5 seg Same
Valli 142 cM, 3 seg Same
Jared 20 cM, 1 seg (unweighted 22 cM) Same

Timber only removes DNA when the match is under 90 cM. Almost every match under 90 cM has some DNA removed.

Ancestry Summary

The results of the two Ancestry tests are very close.

In some circumstances, no DNA is removed by Timber, so the unweighted is the same as the weighted. However, in other cases, a significant amount is removed. 15 cM of Matthew’s 35 cM was removed by Timber, reducing his total to 20 cM.

Remember that Ancestry does not show shared matches unless they are greater than 20 cM, which is different than any other DNA testing company.

At one point, Ancestry was selling a health test that was also a genealogy test. That test utilized a different chip that is not accepted for uploads by other vendors. The results of that test might well be different that the “normal” Ancestry tests focused on genealogy. The Ancestry health test is no longer offered.

Companies that Accept Uploads

DNA testing companies that accept uploaded DNA files from other DNA testing companies need to process the uploaded file, just like a file that is generated in their own lab. Of course, they must deal with the differences between uploaded files and their own file format. The processing includes imputation and formulates the uploaded file so that it works with the tools that they provide for their customers, including ethnicity (by whatever name they use) matching, family matching (bucketing), advanced matching, the match matrix, triangulation, AutoClusters, Theories of Family Relativity, and other advanced tools.

Of course, the testing company accepting uploads can only work with the DNA locations provided by the original DNA testing company in the uploaded file.

Matching and some additional tools are free to uploaders, but advanced tools require an inexpensive unlock.

FamilyTreeDNA

I took a test at FamilyTreeDNA, plus uploaded a copy of both of my Ancestry DNA files.

FamilyTreeDNA named their population (ethnicity) test myOrigins and the current version is V3. I wrote about the rollout and comparison in September of 2020, here.

My DNA test taken at FamilyTreeDNA, above, reveals Native American segments that match reference populations found both in North and South America and the Caribbean Islands.

At FamilyTreeDNA, my Ancestry V1 uploaded file results show Native American population matches only in North America.

Interestingly, my Ancestry V1 file processed AT Ancestry did not reveal Native American ancestry, but the same file uploaded to and processed at FamilyTreeDNA did show Native American results, reflecting the difference between the vendors’ internal algorithms and reference populations utilized.

My myOrigins results from my Ancestry V2 uploaded file at FamilyTreeDNA also include my North American Native American segments. The V2 test also showed Native American ethnicity at Ancestry, so clearly something changed in Ancestry’s algorithm, locations tested, and/or reference populations between V1 and V2.

Fortunately, FamilyTreeDNA provides both chromosome painting and a population download file so I can match those Native segments with my autosomal matches to identify which of my ancestors contributed those specific segments.

One of my Native segments is shown in pink on Chromosome1. My mother has a Native segment in exactly the same location, so I know that this segment originated with my mother’s ancestors.

I downloaded the myOrigins population segment file and painted my results at DNAPainter, along with the matches where I can identify our common ancestor. This allowed me to pinpoint the ancestral line that contributed this Native segment in my maternal line. You can read about using DNAPainter, here.

FamilyTreeDNA Matches

I have significantly more matches at FamilyTreeDNA on their test than on either of my Ancestry tests that I uploaded. However, nearly the same number are maternally or paternally assigned through Family Matching, with the remainder unassigned. You can read about Family Matching here.

Match Category FamilyTreeDNA Test Ancestry V1 at FamilyTreeDNA Ancestry V2 at FamilyTreeDNA
Paternal 3,479 3,572 3,422
Maternal 1,549 1,536 1,477
Both 3 3 3
All 8,154 6,397 6,579

Family matching, aka bucketing, automatically assigns my matches as maternal and paternal by linking known relatives to their place in my tree.

I completed the following match chart using my original test taken at FamilyTreeDNA, plus the same match at FamilyTreeDNA for both of my Ancestry tests.

In other words, Cheryl matched me at 467 cM on 21 segments on the original test taken at FamilyTreeDNA. She matched me on 473 cM and 21 segments on my Ancestry V1 test uploaded to FamilyTreeDNA and on 483 cM and 22 segments on the Ancestry V2 test uploaded to FamilyTreeDNA.

Match FamilyTreeDNA Ancestry V1 at FTDNA Ancestry V2 at FTDNA
Cheryl 467 cM, 21 seg 473 cM, 21 seg 483 cM, 22 seg
Patricia 195 cM, 11 seg 189 cM, 11 seg 188 cM, 11 seg
Tom 77 cM, 4 seg 71 cM, 4 seg 76 cM, 4 seg
Thomas 72 cM, 3 seg 71 cM, 3 seg 74 cM, 3 seg
Roland 29 cM, 1 seg 35 cM, 2 seg 35 cM, 2 seg
Rex 62 cM, 4 seg 55 cM, 3 seg 57 cM, 3 seg
Don 395 cM, 18 seg 362 cM, 15 seg 398 cM, 18 seg
Ian 64 cM, 4 seg 56 cM, 4 seg 64 cM, 4 seg
Stacy 490 cM, 18 seg 494 cM, 15 seg 489 cM, 14 seg
Harold 127 cM, 5 cM 133 cM, 6 seg 143 cM, 6 seg
Dean 81 cM, 4 seg 75 cM, 3 seg 83 cM, 4 seg
Carl 103 cM, 4 seg 101 cM, 4 seg 102 cM, 4 seg
Debbie 99 cM, 5 seg 97 cM, 5 seg 99 cM, 5 seg
David 373 cM, 16 seg 435 cM, 19 seg 417 cM, 18 seg
Amos 176 cM, 7 seg 177 cM. 8 seg 177 cM, 7 seg
Buster 387 cM, 15 seg 396 cM, 16 seg 402 cM, 17 seg
Charlene 461 cM, 21 seg 450 cM, 21 seg 448 cM, 20 seg
Carol 65 cM, 6 seg 64 cM, 6 seg 65 cM, 6 seg

I have tested many of my cousins at FamilyTreeDNA and encouraged others to test or upload. I’ve attempted to include enough people so that I can have common matches at least at one other DNA testing company for comparison.

FamilyTreeDNA Summary

The matches are relatively close, with a few being exact.

Interestingly, some of the segment counts are different. In most cases, this results from one segment being broken into multiple segments by one or more of the tests, but not always. In the couple that I checked, the entire segment seems to descend from the same ancestral couple, so the break is likely a result of not all of the same DNA locations being tested, plus the limits of imputation.

MyHeritage

I have two tests at MyHeritage. One taken at MyHeritage, and an uploaded file from FamilyTreeDNA.

MyHeritage displays both ethnicity results and Genetic Groups which maps groups of people that you match. I left the Genetic Groups setting at the highest confidence level. Shifting it to lower displays additional Genetic Groups, some of which overlap with or are within ethnicity regions.

My test taken at MyHeritage, above, shows several ethnicities and Genetic Groups, but no Native American.

My FamilyTreeDNA kit processed at MyHeritage shows the same ethnicity regions, one additional Genetic Group, plus Native American heritage in the Amazon which is rather surprising given that I don’t show Native in North American regions where I’m positive my Native ancestors lived.

MyHeritage Matching

At MyHeritage, I compared the results of the test I took with MyHeritage, and a test I uploaded from FamilyTreeDNA. Fewer than half of my matches can be assigned to a parent via shared matching.

Matches MyHeritage Test FamilyTreeDNA at MyHeritage
Paternal 4,422 6,501
Maternal 2,660 3,655
Total 13,233 16,147

I have rounded my matches at MyHeritage to the closest cM.

Match MyHeritage Test FamilyTreeDNA at MyHeritage
Michael 801 cM, 32 seg 823 cM, 31 segments
Cheryl 467 cM, 23 seg 477 cM, 23 seg
Roland No match 28 cM, 1 seg
Patty 156 cM, 9 seg 151 cM, 9 seg
Rex 43 cM, 4 seg 53 cM, 3 seg
Don 369 cM, 16 seg 382 cM, 17 seg
 
David 449 cM, 17 seg 460 cM, 17 seg
Charlene 454 cM, 23 seg 477 cM, 24 seg
Buster 408 cM, 15 seg 410 cM, 16 seg
Amos 183 cM, 8 seg Same
Carol 78 cM, 6 seg 87 cM, 7 seg

MyHeritage Summary

I was surprised to discover that Roland had no match with the MyHeritage test, but did with the FamilyTreeDNA test. I wonder if this is a searching or matching glitch, especially since both companies use the same chip. 28 cM in one segment is a reasonably large match, and even if it was divided in two, it would still be over the matching threshold. I know this is a valid match because Roland triangulates with me and several cousins, I’m positive of our common ancestor, and he also matches me at both FamilyTreeDNA and 23andMe.

Other than that, the matches are reasonably close, with one being exact.

Your Matches Aren’t Everyplace

I unsuccessfully searched for someone who was a match to me in all four databases. Ancestry does not permit match downloads, so I had to search manually. People don’t always use the same names in different databases.

Surprisingly, I was unable to find one match who is in all of the databases. Many people only suggest testing at Ancestry because they have the largest database, but if you look at the following comparison chart that I’ve created, you’ll see that 16 of 26 people, or 62% were not at Ancestry. Conversely, many people were at Ancestry and not elsewhere. I could not find five maternal and five paternal matches at Ancestry that I could identify as matches in another database. 40% were not elsewhere.

If you think for one minute that it doesn’t matter for genealogy if you’re in all four major databases, please reconsider. It surely does matter.

Every single vendor has matches that the others don’t. Substantial, important matches. I have found first and second-cousin matches in every database that weren’t elsewhere.

Many of the original testers have passed away and can’t test again. My mother can never test at either 23andMe or Ancestry, but she is at both FamilyTreeDNA and MyHeritage because I could upgrade her kit at FamilyTreeDNA after she died. I uploaded her to MyHeritage. Of course, because she is a generation closer to our ancestors, she has many valuable matches that I don’t.

Each vendor provides either an email address or a messaging platform for you to contact your matches. Don’t be discouraged if they don’t answer. Just today, I received a reply that was years in the making.

Genealogists hope for immediate gratification, but we are actually in this for the long game. Play it with every tool at your disposal.

The Answer

Does it matter if you test at a DNA testing company, or upload a file?

I know this was a very long answer to what my readers hoped was a simple yes or no question.

There is no consistent answer at either FamilyTreeDNA or MyHeritage, the two DNA testing companies that accept uploads. Be sure you’re in both databases. My closest two matches that I did not test were found at MyHeritage. Here’s a direct link to upload at MyHeritage.

Of the vendors, those two should be the closest to each other because they are both processed in the GenebyGene lab, but again, the actual chip version, when the test was originally taken, and each vendor’s internal processing will result in differences. Neither the original test at the DNA testing company nor the uploaded files have consistently higher or lower matches. Neither type of test or upload appears to be universally more or less accurate. Differences in either direction seem to occur on a match-by-match basis. Many are so close as to be virtually equivalent, with a few seemingly random exceptions. Of course, we always have to consider Timber.

If you upload, unlock the advanced features at both FamilyTreeDNA and MyHeritage.

If you upload to a DNA testing company, you may discover in the future that some features and functions will only be available to original testers.

Personally, if I had the option, I would test at the company directly simply because it eliminates or at least reduces the possibility of future incompatibilities – with the exception of 23andMe which has chosen to not provide consistent updates to older tests. I’m incredibly grateful I didn’t test my mother or now deceased family members at 23andMe, and only there. I would be heartsick, heartbroken, and furious.

Our DNA is an extremely valuable resource for our genealogy. It’s the gift that truly keeps on giving, day after day, even when other records don’t exist. Be sure you and your family members are in each database one way or another, and test your Y-DNA (for males) and mitochondrial DNA (for everyone) to have a complete arsenal at your disposal.

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So, You Want to Become a Professional Genetic Genealogist

I get asked quite often about what is required to become a professional genetic genealogist.

That’s actually two separate questions.

  • What is required to become a professional genealogist?
  • Then, what is required to specialize as a genetic genealogist?

What It’s Not

Before we have this discussion, I need to make sure that you understand that I’m NOT talking about forensics, meaning IGG, or investigative genetic genealogy in this article.

  • This is NOT forensics (IGG)
  • This is also not a specialty in finding missing parents for adoptees and others searching for unknown parents.

Both IGG and adoption searches utilize the same methodology, a subset of genetic genealogy. I wrote about that in Identifying Unknown Parents and Individuals Using DNA Matching.

The difference between genetic genealogy more broadly and IGG is:

  • What you’re searching for
  • The perspective
  • The methods utilized.

Essentially, the functional difference is that genealogists know who they are and have some information about their ancestors. For example, they know who their parents are and probably at least their grandparents. Genealogists are using both DNA testing and traditional genealogical paper trail research methods to focus and make discoveries going backwards in time.

Both IGG and unknown parent research uses DNA and (sometimes some) paper trail genealogy to find ways to connect the closest matches to the DNA tester (or DNA sample) together to each other to identify either living or recently living people. For example, two people who are are first cousins to the tester should both have the same grandparents if they are related to the tester through the same parent.

If two people who are related to the tester as first cousins do not share the same grandparent(s), then they are related to the tester through different parents of the tester.

The commonality is that DNA testing and some types of records are used for:

  • IGG where you’re searching for the identity of the tester or DNA sample
  • Unknown parent(s) searches where you are searching for the identity of the parent(s)
  • Genetic genealogy

However, the search methodology is different for IGG and unknown parents than for genealogy.

With IGG and unknown parent searches, you’re looking for your closest matches, then attempting to connect them together to identify either currently living or recently living people.

This article focuses specifically on genealogy and genetic genealogy, meaning looking backwards in time to identify ancestors.

I wrote about the techniques used for both IGG and parental searching in the article, Identifying Unknown Parents and Individuals Using DNA Matching.

What Do Genealogists Do?

Genealogy is the study of family history and the descent of a person or a family. Genealogists use a variety of sources and methods to discover and show the ancestry of their subjects and in doing so, create the family trees that are familiar to all of us.

Genealogists use different sources and methods to find and show the descent and kinship of their subjects.

Traditional sources include but are not limited to the following record types:

  • Vital records (birth, marriage, and death certificates)
  • Census
  • Military
  • Immigration
  • Land and tax records
  • Wills and probate
  • Church records
  • Newspapers
  • Obituaries
  • Published and online books
  • Oral histories
  • Genealogy databases
  • And more

Of course, today the four types of DNA can be added to that list.

A professional genealogist needs to know how and where to find these types of records in the target area, any unique cultural or regional factors affecting those records, and how to interpret them both individually and together.

For example, in a deed record in colonial Virginia, why would, or wouldn’t a female release her dower right? What is dower right, and why is it important? How might that record, or lack thereof, affect future probate for that woman/couple? In what type of historical or court record book might one look for these types of records?

Genealogists also need to know how to weigh different types of information in terms of potential accuracy and how to interpret primary and secondary sources.

Primary sources are those that were created at or near the time of an event by someone who was present at the event or who had first-hand knowledge of it. Examples of primary sources include birth certificates, marriage licenses, and census records, although census records are far more likely to be inaccurate or incomplete than a birth certificate or marriage record. Genealogists need to understand why, and where to look for corroboration. Primary sources are considered to be most accurate.

Secondary sources are those that were created later by someone who did not have first-hand knowledge of the event. Examples of secondary sources include family histories and genealogies, published biographies, and sometimes, newspaper articles.

The genealogists “go to” source for understanding and interpreting evidence is Evidence Explained by Elizabeth Shown Mills, available here.

Of course, DNA understanding and analysis needs to be added to this list and has become an important resource in genealogy. Additionally, genetic genealogy has become a specialty within the broader field of genealogy, as has IGG.

Put another way, a genealogist should have expertise and a specialty in some area. Maybe Italian records, or Native American genealogy, or New England records, in addition to the basic skills. At one time, a genealogist didn’t necessarily HAVE TO have expertise in genetic genealogy as well, but that has changed in the past few years. A professional genealogist should MINIMALLY understand the basics of genetic genealogy and when/how it can be useful. They may or may not have ready access to a genetic genealogist within the company where they work.

Being an independent genealogist, unless you specialize only in a specific area, like Dutch genealogy, is much more challenging because you’ll need to be proficient in BOTH Dutch genealogy AND genetic genealogy. It’s tough keeping up with one specialty, let alone two, although in this case, Yvette does an amazing job. However, her primary specialty is Dutch genealogy, and genetic genealogy is the booster rocket when appropriate. Genetic genealogy is not always needed for traditional genealogy, which is why genetic genealogy is a specialty skill.

In addition to all that, you also need to be proficient and comfortable with technology and a good communicator. Walking on water is also helpful:)

Job Description

So, what does the job description for a genealogist look like?

I reached out to Legacy Tree Genealogists because they are one of the largest, if not the largest genealogy research company, and they partner with 23andMe, FamilyTreeDNA, and MyHeritage. Legacy Tree has specialists in many regions and languages, in addition to six genetic genealogists on staff.

Fortunately, they have a job listing posted right now, here, with an excellent description of what is expected.

If you’re interested or wish to sign up for notifications, click here.

Understanding that this job description won’t be posted forever, I reached out to the owner, Jessica Dalley Taylor, and asked if she would send me a sample description to include in this article.

Here you go, courtesy of Jessica:

About You

It’s not easy to make each client’s experience the very best it can possibly be, and it means we can only hire an exceptional genealogist for this position. You will be a great fit if:

    • You are fluent in English and can explain your genealogy discoveries in a way that clients connect with and understand
    • You have taken at least one genetic genealogy test or administered the test of a relative
    • You have introductory genetic genealogy abilities
    • You have at least intermediate traditional genealogical research experience in any geographic locality
    • You are familiar with the repositories of the areas for which you claim expertise and have worked with them to obtain documents
    • You are passionate about genealogy and are a creative problem solver
    • You are great at working independently and hitting deadlines (please don’t overlook this line about deadlines)
    • You are comfortable with Microsoft Office suite
    • You’re familiar with genealogical technology such as pedigree software
    • You have a quiet place to work without distractions, a computer, and great internet
    • You have a strong desire to work as a professional genetic genealogist

Even better if:

    • You have a basic understanding of genetic inheritance and its application to genealogy
    • You have beginning experience with interpretation and use of genetic genealogy test results
    • You have intermediate-level genetic genealogy abilities

What you’ll be doing at Legacy Tree:

    • You’ll be learning how to use genetic testing in identifying family
    • You’ll be learning how to create high-quality research reports
    • You’ll be reading and formatting reports by professional researchers
    • You’ll be assisting with researching and writing genealogy reports
    • You’ll be performing genetic genealogy analysis under the direction of professional mentors
    • You’ll be developing advanced-level genetic genealogy skills and abilities
    • With your input, you’ll do other things as opportunities and needs arise

Please note that Legacy Tree offers both traditional genealogy services, combined with genetic genealogy, along with adoption and unknown parent searches.

As a measure of fundamental basic genetic genealogy skills, you should be able to create and teach a class like First Steps When Your DNA Results Are Ready – Sticking Your Toe in the Genealogy Water.

You should also be able to read and fully comprehend the articles on this blog, as well as explain the content to others. A very wise person once told me that if you can’t explain or teach a topic, you don’t understand it.

As luck would have it, Ancestry also posted a job opening for a genealogist as I was finishing this article. Here’s part of the job requirements.

Contractor or Employee

Please note that many companies have shifted their primary hiring strategy to utilizing contractors for not more than half time, especially now that working remotely has become the norm.

This may or may not be good news for you.

It allows the company to avoid paying benefits like insurance, vacation, leave, and retirement programs which reduces their costs. You may not need these benefits, and it may represent an opportunity for you. For others who need those benefits, it’s a deal-breaker.

Contracting may provide the ability to work part-time, but contracting probably means you need to have business management skills not required when you work for someone else. Let’s just say that I make quarterly estimated tax payments and my annual CPA bill is in the $2,000 range.

Compensation

Pay, either as an employee or contractor for a company, is a sticky wicket in this field.

First, there’s a consumer mindset, although not universal, that genealogy “should be” free. In part, this is due to search angels and a history of well-intentioned people making things free. I’m one of them – guilty as charged – this blog is free. My hourly work, however, when I accepted clients (which I DO NOT now,) was not free.

However, that “should be free” mindset makes it difficult to shift to a “pay to play” mentality when people can go on social media and get what they want for free.

Professional services are not and should not be free.

Professionals should be able to earn a respectable living. The full-time Ancestry job, posted above, with those credentials, nets out to $21.63 per hour for a 40-hour week, with a graduate degree preferred. For comparison, google other jobs and professions.

If you doubt for one second whether professional services should or should not be free, especially ones that require a bachelor’s degree or master’s, just think about what your CPA would do if you asked them to do your taxes because they have the ability, for free. Same for a doctor, lawyer, or any other professional.

People are often shocked at the rates paid to employees versus the rates charged to prospective customers. This discussion has recently gotten spicy on social media, so I’m not going to comment other than to say that when I did take private clients, which I DO NOT ANYMORE, I found it much more beneficial to operate independently than to work for a company.

However, I also had a readily recognizable specialty and an avenue to reach potential clients.

I also already had a business structure set up, and a CPA, and perhaps more important than either of those – I had medical insurance already in place.

The need for benefits is what drives many people to work for companies, which I fully understand. It’s also a big factor in why there are more female genealogists than male genealogists. Married women in the US are eligible to be covered by their spouse’s insurance, assuming the spouse has insurance through their employer.

My very strong recommendation to you is to weigh all of the factors and NEVER to find yourself without medical insurance or coverage.

If you’re going to be “self-employed,” set up a company. If you’re going to set up a company, do it properly, understand the tax ramifications of the various types of corporations and engage a competent CPA to shepherd you through the process from day 1 through taxes. They are worth every penny.

Look at various jobs in the market, review at the associated pay, get a quote for genealogy services of the type you would be providing from the various companies – and decide if this profession is really for you.

I don’t mean to be a wet blanket, just a realist.

Training and Certification

Now for the good news and the bad news.

  • There is professional training for genealogy
  • There are certifications for genealogy
  • There is no “one place” for either
  • There is no certification for genetic genealogy
  • There’s a LOT of misunderstanding and misinformation about genetic genealogy
  • Genetic genealogy changes often

You need to view your education for genealogy/genetic genealogy in the same way you’d view obtaining a college degree – plus continuing education to maintain your education and skills at a current and functional level.

And yes, all of that costs money. If you decide to work for a company, be sure to ask if continuing ed is on their dime and time, or yours.

Genealogy Training

The Board for Certification of Genealogists, BCG, allows graduates to append CG, for Certified Genealogist after their name. BCG is focused on certification of skills and is not a training platform, although they do provide some webinars, etc. It’s not a college curriculum though. Certification is the “end game” for many. Candidates must submit a portfolio for evaluation, complete in a specific timeframe, and must reapply every five years to maintain their certification.

Not all genealogists are certified by BCG, and BCG only lists references of BCG members.

In the field of Genetic Genealogy, that can be problematic because many competent and well-known people are not BCG certified. BCG does not have a genetic genealogy certification.

Lack of BCG certification does not mean that someone is not qualified, and BCG certification certainly does NOT mean or imply that the individual is competent in genetic genealogy, which has more and more become a part of almost every genealogical puzzle. If not for initial discovery, for confirmation.

There are many avenues for genealogical training, including, but not limited to:

  • Brigham Young University Family History Degree
  • NGS Home Study Course
  • Salt Lake Institute of Genealogy (SLIG)
  • Genealogical Research Institute of Pittsburgh (GRIP)
  • Boston University Certificate program
  • Genealogical Institute on Federal Records (Gen-Fed)
  • Institute of Genealogy and Historical Research (IGHR)
  • University of Strathclyde
  • University of Dundee
  • Major Conferences, including RootsTech and NGS, among others
  • Specialty conferences such as the International Conference on Jewish Genealogy (IAJGS)
  • Online conferences and conference proceedings such as Rootstech who maintains a free library of their virtual and recorded conference sessions.
  • Legacy Family Tree Webinars
  • Videos produced by major genealogy companies such as MyHeritage, FamilyTreeDNA and Ancestry, often available through their website, Youtube or both
  • Blogs and learning/help centers of the major genealogy companies

Genetic Genealogy Training

Genetic genealogy training is more challenging because there is no specific program, curriculum, or certification.

Many genetic genealogists obtained their experience as a part of genealogy over 15 or 20 years and have focused on the genetic aspect of genealogy. Several of us had a scientific background that meshed well with this field and is part of why we discovered that our passion is here.

Before I provide this resource list, I need to emphatically state that probably 95% of answers that I see provided on social media platforms in response to questions asked by people are either entirely incorrect, partially incorrect in a way that makes me want to say, “well, not exactly,” or are incomplete in a way that makes a significant difference.

I chose and choose to focus on creating educational tools and making explanations available for everyone, in one place, not one question at a time.

I began publishing my blog in 2012 as an educational tool and I’m dumbstruck by how many people just want a yes or no answer instead of learning. If one doesn’t take the time to learn, they have no idea if the answers they receive are valid, or if there’s more to the story that they are missing.

Social media can mislead you badly if you don’t have the ability to discern between accurate answers, partially accurate answers, and incorrect answers. Furthermore, opinions differ widely on some topics.

Unfortunately, because there is no genetic genealogy credentialling, there is also no “post-nominal letters,” such as CG for certified genealogist. Therefore, a novice has absolutely no idea how to discern between an expert and another overly helpful novice who is unintentionally providing incorrect or partial information.

Many of us who at one time reliably answered questions have simply gotten burned out at the same question being asked over and over, and no longer regularly engage. Burnout is real. Another issue is that askers often don’t provide enough, or accurate, information, so a significant amount of time is spent in clarifying the information around a question. Furthermore, your CPA, lawyer, and physician don’t answer questions online for free, and neither do most people who are busy earning a living in this field.

DNA educational opportunities, some of which are contained within larger conference agendas, include:

There are other blogs, of course, some of which were launched by well-known genetic genealogists but are no longer maintained. Blogging is quite time-consuming.

I’ve covered all kinds of genetic genealogy topics in my blog articles. They are a good source of information, education and hands-on training. I attempt to publish two articles weekly, and there are over 1600 available for your enjoyment.

In addition to the initial learning period, you’ll need to make time to stay engaged and maintain your genealogy and genetic genealogy skills.

Apprenticeship

In addition to training, I think you’d need at least a year interning or working at a junior learning level, minimum. Think of it as your genealogy residency.

  • You could choose to work for a vendor in their help center.
  • You could choose to work for a genealogy company. I’ve mentioned the largest ones, but there are others as well.
  • You could choose to work on your own case studies and those of your friends and family, but if you do, be aware that you won’t have anyone reviewing your work. If you make a mistake or should have approached something differently, and you’re working alone, there’s no one to tell you.
  • You could work as a search angel for others. I have mixed emotions about this, in part due to the lack of review and oversight. But also, in part because “free search angels” perpetuate the idea that genealogy “should be” free.

If you want to work in IGG, after training, an internship under an established mentor is ABSOLUTELY ESSENTIAL for a minimum of 100 or so successful closures.

Genealogists and genetic genealogists have the ethical responsibility to NOT MAKE MISTAKES when working on other people’s family. You need to know what you know, what you don’t know, when to get help, from where and with whom.

Networking Opportunity

A Facebook group named “Genealogy Jobs” has been established to discuss opportunities and all of the topics surrounding this subject.

There’s a Genealogy Career Day event on April 22nd where you can interact with professionals including authors, freelance genealogists, certified genealogists, business owners, and an investigative genetic genealogist. Take a look at the topics. If you’re considering whether or not you want to go pro, you’ll be interested. You can sign up here.

The sessions will be uploaded to their YouTube channel, here, after the event.

I hope you’ve found this article useful and helps you decide if this profession is for you. If so, create a plan and execute.

If you decide you do want to go pro, I wish you the best and welcome you to the fast-paced world of professional genealogy or its specialty, genetic genealogy.

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