FOCUS: Step 3 – Breaking Through Brick Walls Using Y-DNA and Mitochondrial DNA

In the first three articles of this series, we:

  1. Selected a brick-walled ancestor we’d like to find
  2. Learned how to overcome the hurdle of DNA matches without trees
  3. Discussed methods to locate our ancestors’ mitochondrial DNA (mtDNA) and Y-DNA

I suggest reading these articles in order.

In this article, we’re going to learn how to use mitochondrial DNA or Y-DNA to help identify the ancestor you’re seeking.

Multiple Levels of Information

Mitochondrial DNA and Y-DNA testers receive important information that includes matching with other testers, several interpretive tools and reports, and a haplogroup which is the key to unlocking the past.

Since people have tested at varying levels, or maybe they’ve simply obtained a partial haplogroup from autosomal testing, you may encounter varying levels of information about the same ancestor.

As we noted in Finding the Y-DNA and Mitochondrial DNA of Your Ancestors, you could be working with:

  • The most refined haplogroup possible if you or the tester has tested at either the mtFull or the Big Y-700 test level at FamilyTreeDNA.
  • A full haplogroup, whether you have access through the tester’s account, which provides additional tools, such as matches, or access to the haplogroup only, meaning not directly through the tester’s account.
  • A partial haplogroup if the tester has tested at a lower level, or the haplogroup was determined through an autosomal DNA test. Autosomal tests only provide partial haplogroups.
  • Minimum information, meaning an unknown haplogroup level without access to the tester’s account information.

All of these can be useful, but for our example, we’re assuming account-level access along with the highest testing level, which provides the most refined haplogroup possible.

Also note that both Y-DNA at the Big Y-700 level and mitochondrial DNA haplogroups at the mtFull level are evergreen. This means that when more people’s test results produce additional mutations that you share, and that qualify for a new haplogroup, you’ll automatically receive that new haplogroup.

New Y-DNA haplogroups are typically added within a few days or a couple of weeks after the new tester’s results are complete. For mitochondrial DNA, an updated Mitotree is calculated every few weeks, and your haplogroup may be refined from time to time.

Matches are the Backbone of DNA Testing

As with all types of DNA testing, matches are critically important.

With Y-DNA matching, the tester typically has the benefit of a recognizable, or at least similar, surname on their match list. However, that’s not always the case.

I’m starting with the results of one of my Estes cousins who has taken the Big Y-700 test as an example because it affords me the opportunity to review all of the genealogical benefits of the highest testing level.

My cousin’s Big Y-700 haplogroup is R-ZS3700, which was formed about 1750 CE. Note that all haplogroup origin dates are actually a range.

Using the results of Big Y-700 testers combined with genealogy, we know exactly which of the Estes males developed that mutation.

Prior to taking the Big Y-700 test, my cousin’s predicted haplogroup based on STR testing was R-M269, a difference of about 6,200 years.

If you’re a new tester, a haplogroup from 6,450 years ago versus one that places you directly as a descendant of Moses Estes, born in 1711 in King and Queen County, Virginia, is night and day.

Y-DNA Testing and Matching Levels

All Y-DNA testers receive the regular STR (Short Tandem Repeat) panel matches at the level they’ve purchased – ranging from 12-111 markers, including all markers beneath that level.

Testers at the now obsolete Big Y-500 and current Big Y-700 level also receive 500 and 700 STR markers, but the SNPs (Single Nucleotide Polymorphisms) revealed at this level of testing greatly overshadow the usefulness of those additional STR markers.

Men who take the Big Y-700 test receive Big Y-700 SNP matching separately from STR panel matching on their dashboard.

12-111 STR Panel Matches

Clicking on “Y-DNA Matches” under “Y-DNA Results and Tools” shows the tester’s STR panel matches at various levels. Big Y testers should not ignore these because not all people have tested at the Big Y-700 level.

Click any image to enlarge

At the top of the matching display, note that the STR match levels are shown. Matching defaults to the testing level of the tester. In this case, my cousin took the Big Y-700 test, so the matches he’ll see first are his 40 111-marker matches.

Not everyone has tested at that level.

The very first Y-DNA test offered in this industry 26 years ago was at FamilyTreeDNA and was only 12 markers. It was revolutionary at the time, affording genealogists the ability to determine if two men with the same surname were descended from the same paternal line. This also means that FamilyTreeDNA has men in their database that testers can match today who tested a generation ago, many of whom have since passed away.

Over the years, the tests have expanded and improved. Today, men can purchase the introductory 37-marker test, which includes the 12- and 25-marker levels, or the 111-marker test, which includes all the lower levels. Big Y-700 testers receive everything, plus a substantial amount of additional information not available with the STR tests.

Notice that our Estes tester has 40 111-marker matches, but 238 12-marker matches. This is due, in part, to the fact that many men have not upgraded to the higher-level tests. Some men will match on the 12-marker test but will have too many mismatches at higher-level testing. Generally, when both men are being compared at the same level, the higher-level tests ferret out matches that occur simply because they share a very old and distant haplogroup.

The “Genetic Distance” step number is NOT the number of generations difference, but the number of mutational steps separating the results at the level being viewed.

H Estes, the first match, tested at the 111-marker level, so 1-111 markers are being compared. My cousin and H Estes have a “1-step” difference at 111 markers. That means H Estes matches my cousin on 110 of the 111 markers in that panel.

The values of those markers can be viewed under the “Y-STR Results” under the “See More” tab, but the values themselves are not generally informative. You cannot see your matches’ values unless they have joined a group project. Some group projects are displayed publicly, and some are not.

If a tester has joined a DNA Group Project, such as the Estes Project, the values for consenting participants can be seen there, along with additional information such as the Earliest Known Ancestor (EKA).

In general, the fewer the mismatches, the closer the relationship. That said, STR (Short Tandem Repeat) markers are inherently unstable. Mutations and back-mutations can happen at any time, which sometimes makes the results misleading. Haplogroup-defining SNP mutations don’t suffer from that issue.

You can also see project members listed in Group Time Tree format as we discussed in the third FOCUS article, here.

More Hints on the Matches Page

Additional important genealogy hints on the Matches page include the “Paternal Country of Origin” and, of course, the “Earliest Known Ancestor.”

Always check the trees of your matches, even if the match has a different surname. Adoptions, both formal and informal, have been going on as long as there have been humans, and family trees can also hold location proximity information. Think, “right time, right place.”

In the second article, FOCUS: Step 1 – Seven Solutions for DNA Matches with Absent or Shrunken Trees, we discussed how to work around small or absent trees.

Be sure to inspect every match level. Some people view their 111-marker matches but ignore their 12-marker or other match levels.

In this case, there are 198 more 12-marker matches than 111-marker matches, so don’t neglect to review each one. Think of it this way – there are 198 hints you’re missing if you don’t.

Depending on where mutations randomly happened to occur, you may NOT match someone at the 12-marker level that you DO match at higher levels, so you can’t always assume that all of your 25-marker matches are shown at the 12-marker level or vice versa.

In the Estes lineage, we’ve been recruiting males and solving mysteries for 25 years now, but not every lineage has this many testers with surname matches. Then, of course, there’s mitochondrial DNA, where surnames won’t meaningfully match testers.

Mitochondrial DNA Matching

People working with mitochondrial DNA consider Y-DNA testers fortunate because their surname tends to remain the same across generations, at least in some parts of the world.

For the most part, mitochondrial DNA matching is the same as Y-DNA matches, except:

  • You seldom recognize a surname
  • If you do recognize a surname, it won’t be the tester’s surname that matches yours, but perhaps you’ll recognize the surname of their Earliest Known Ancestor
  • You have a Mitotree Haplogroup in addition to the mtDNA Haplogroup
  • You have an F number, which is your haplotype cluster number, in addition to your Mitotree Haplogroup

All people who take or upgrade to the mtFull level test will receive a new Mitotree haplogroup in addition to the older legacy haplogroup. Mitotree was released in 2025 and restructured the entire mitochondrial DNA tree of humankind.

People who only took the HVR1 (Hypervariable Region 1) or HVR1+HVR2 Plus level tests can’t receive the new haplogroup because not enough locations have been tested, so you’ll only see their legacy haplogroup when you’re viewing your lower-level matches. Don’t neglect your HVR1 and HVR2 matches, because the very hint you need may be waiting there.

Your Coding Region matches include the entire mitochondrial sequence – in other words – the mtFull test.

About Haplotype Clusters

As part of your Mitotree haplogroup, you also have a haplotype cluster number which begins with F. The number itself doesn’t matter. The message does.

The mitochondrial DNA matching system excludes several unstable markers because they may provide essentially false matches. However, they can sometimes be useful genealogically, so we have multiple matching criteria.

  • Rose’s example: The genetic distance matching excludes unstable markers such as 315.1, so it’s possible to have an “Exact Match” under Genetic Distance, but a different F number because not every location matches.
  • Anastasia’s example: It’s NOT possible to have a “1 step” Genetic Distance, but the same haplotype cluster F number. It is possible to have the same haplogroup.
  • Per’s example: An identical F number, or haplotype cluster, means you match exactly, INCLUDING any excluded or unstable markers, such as 315.1.

In other words, proceed with caution, and your mileage may vary.

Check marks in the blue boxes mean you have the same haplogroup and/or the same haplotype cluster as your match.

I wrote about haplotype clusters here and here.

Identifying Sophia

In this example, Ms. Traxler and Mr. Lyman are exact matches in the regular “Genetic Distance” matching, their haplogroup, and the new Mitotree haplotype clusters.

In the third example, Ms. Crosbie has a 1-step difference, which means, in this case, she is missing a haplogroup-defining mutation. We know this because her haplogroup is V216a instead of V216a2. And of course, she doesn’t match our tester exactly, so they don’t share an F number either.

The tester, a family member, was brick-walled at his great-grandmother, Sophia Smith, born in 1877, someplace, and died in 1950 in Richland County, Ohio. It seemed like she was dropped off by the stork in the middle of a field, because records about her didn’t seem to exist.

Even though the surnames are different, and Traxler doesn’t have a tree, the name Schmidt in the EKA field caught my eye. Smith is Schmidt in German, and I knew the tester had German heritage in other lines, but Sophia Smith was supposed to be English.

Sophia Smith was married to John Rittinger. That, plus their children’s names, was all I had, but it was eventually enough.

I clicked on the match’s EKA link, and it showed that Elizabeth Schmidt Hornung was born in 1888 and died in 1930.

At this point, I’m wondering whether Schmidt was a middle name or a birth surname.

Two days and a sleepless night later, I had discovered that Hornung was her married name, and Elizabeth Schmidt had married Karl Hornung. As these things tend to do, one thing led to another, and eventually, sorting through newspaper articles, death certificates, and a bunch of misinformation, misspelled names, dead ends, and wrong turns, I found information linking Elizabeth to her brother, Joseph, who connected to their sister, Sophia Schmidt. But was Sophia Schmidt the same person as Sophia Smith?

Finally, running on pure caffeine and determination, I found Elizabeth Hornung’s death announcement in the newspaper, where it gave the names of her siblings, including Mrs. John Rittinger. Now I needed to connect a few final dots to verify that her sister was, in fact, that same Mrs. John Rittinger (by several spellings).

I eventually connected even more dots and discovered the family was from Timisoara, Romania, even though the area where they lived changed borders more than once and fell within the multiple countries of the Austro-Hungarian Empire.

Then, I discovered their parents’ names, but the parents never immigrated, and we don’t know any more about them. Unfortunately, that area was terribly ravaged by WWII, which is what spurred immigration.

The point being that it’s incredibly important to follow every available clue, even if it seems rather pointless. You never know which tidbit is the right one, and if you skip them, you’ll never make that breakthrough.

Follow your exact haplotype cluster matches first, then your exact and one-step regular matches, then your haplogroup-only matches, and then your near-haplogroup matches.

What if the Y-DNA Match Surnames Aren’t the Same as Yours?

Let’s say you take a Y-DNA test and your surname is Estes. Furthermore, your father and grandfather carry the same surname.

So, you didn’t expect to see this on your match page.

First, breathe.

Second, you’re looking at 12-marker matches. It’s not at all uncommon for men within a core haplogroup, like R, to match at the 12-marker level even though they may not have shared a common paternal ancestor in thousands of years.

Panning for Gold

But wait, you’re saying, you just told me not to ignore 12-marker matches.

At 12 markers, you’ll need to focus on your own or similar surnames. It’s like panning for gold.

At 12 markers, my Estes cousin has a total of:

  • 35 Estes matches
  • 2 Easter matches
  • 1 Eastes match
  • 3 Eastridge matches

This means that he also has 197 non-similar surname matches.

The information you need may well be buried in the information provided by those 12-marker Estes or similar surname matches.

For example, if your surname is Eastridge or Easter, you might want to look at historical documents to compare your ancestors’ surnames. We now know that Easter happened sometime near the Civil War in North Carolina, probably because the final S in Estes was interpreted as an R. The circumstances surrounding Eastridge are less clear, but we know roughly when and where it occurred in North Carolina.

A group of researchers spent years trying to unravel the Eastridge mystery and have narrowed the event to a specific North Carolina county.

On the other hand, if an Easter or Eastridge male takes the Big Y-700 test, he will know immediately if he falls into this Estes grouping, and where, or if he belongs to a different genetic lineage.

A Genetic Detour

However, if your surname is Jones and you match a large number of Estes males at the highest testing levels, and you don’t match any or many other men by your surname, that might be a significant hint about your brick-walled ancestor.

The telltale sign may be that you can track your surname and DNA matching back a couple of generations, then nothing. I recommend working progressively upstream, testing male-line descendants of different sons in each generation, if possible.

In this example, John Jones is the progenitor of the Jones family. According to the genealogy, he had three sons, Elijah, Sidney and William.

In this hypothetical situation, Rodney Jones’ descendant tested and discovered that he matched a whole group of Estes men, many with his own haplogroup – R-ZS3700. A descendant of Nathaniel Jones, a second son of William Jones, tested and confirmed that he matches the descendant of Rodney.

So far, so good.

Next, a direct male-line descendant of Sidney Jones tested and sure enough, he’s a member of haplogroup J. Hmmm. We need another Jones male that descends from another son of John as a tiebreaker. Lucky for our tester, further investigation revealed that Sidney’s descendant matches a descendant of Elijah Jones, another son of John.

This tells us exactly where the genetic break in the Jones line occurred. Between John and William Jones. You may have heard this situation referred to as a “misattributed paternity,” or an NPE, “not parent expected,” but we really know what happened, or why, without additional research.

Caution – Don’t Jump!

A word of caution here. Never, ever jump to conclusions about “cheating wives.” While that’s one possibility, there are several other circumstances we need to consider and rule out first.

In many cases, a young widow remarried, and her baby took the stepfather’s surname. The “adoption” wasn’t remarkable. Adoptions in 1600s, 1700s, 1800s and into the 1900s were informal, not legal affairs. Everyone at the time knew about it, but over the generations it was forgotten until DNA testing shocked everyone.

In another case, a widow had two children more than 9 months after her husband died and both children took the deceased husband’s surname, which was then their mother’s surname.

When making these discoveries, we also need to keep in mind that not all sexual encounters were consensual.

Sometimes, the situation is complicated. I know of a case during the Civil War where a woman traded favors with a soldier of the opposing army for food for her children. Her husband returned home to a pregnant wife, but his wife and children had all lived, and he simply raised that child as his own. That family’s oral history was confirmed by DNA testing.

Now, in our example, given that our Jones tester carries haplogroup R-ZS3700, we know that he descends from Moses Estes, born in 1711, the progenitor of that haplogroup. We need to begin by working down the genealogical tree with Moses and look for an Estes male in the same location as William Jones’ mother about 10 months before his birth. Also consider factors like warfare and trader movement. Check the census for missing children, or a child that suddenly appears in a later census that should have been recorded with the family in an earlier census. Notice anomalies.

Look for the surname you match the most closely in that location and at that time. Right time, right place, and opportunity.

And of course, to complicate things further, don’t assume that the mother was the mother either. Sometimes both parents died and someone took the child to raise as their own. Review all of the evidence at hand with fresh eyes.

Matches Map

Another matching feature for both Y-DNA and mtDNA includes the Matches Map.

For Y-DNA, the Matches Map can be found under the “See More” tab.

For mitochondrial DNA, it’s found under “mtDNA Results and Tools.”

While the Matches page and Discover reports both provide the Country of Origin, the Matches Map provides a specific location where your match’s earliest known ancestor is found. Be sure to select the match level using the drop-down in the upper left-hand corner, or no results will display, and you’ll receive the message that there are no results available.

The Matches Map is extremely useful for quickly identifying common locations, especially when surnames don’t match.

The Matches Map utilizes the location entered for your EKA.

Add Your Earliest Known Ancestor and Locations

Please be sure to add your Earliest Known Ancestor and their location under the drop-down beside your name at the upper right-hand corner of your dashboard page. Click on the gear for “Account Settings,” then “Genealogy.”

You don’t need to know the longitude and latitude. Just click on “Update Location,” which takes you to the map where you can simply search for and select the location, which updates these fields.

An identical field for your matrilineal line is found below the paternal section. For purposes of clarification, this is NOT any woman on your “maternal” line, and NOT the “earliest known person” on your maternal side. The ancestor must be a female, and it is ONLY ever your mother’s mother’s mother’s direct matrilineal line – through all women – to the end of that line.

If you see a male EKA in your mitochondrial DNA match list, you know the tester was confused about what to enter here. Hopefully they have a tree that you can view to find the correct EKA.

In addition to your EKA, please add the list of your family surnames, your Family Tree, and a link to your profile at WikiTree while you’re there. You’ll see in just a minute why that information is so important and how it benefits your genealogy.

The Difficult Moore Line

Let’s look at a much more difficult scenario.

My James Moore line (c1720-c1798) is my decades-long brick wall. He first appears in Amelia County, VA, and then moved to Halifax County. His wife was Mary Rice. His life before that is a blank slate, despite my earlier efforts and those of several cousins. I wrote about him here and here.

My Moore cousin, who is deceased, so cannot upgrade his Y-DNA test from its original 12 markers, has only three matches at the 12-marker level. This is all I have to work with except for his autosomal Family Finder results.

Note that one of his matches tested at the 12-marker level, one at 37 markers, and one at 111 markers. Each man would have received a predicted haplogroup based on his STR marker test. Recently, if they had taken a Family Finder test, their predicted haplogroup would have been updated and overwritten by a confirmed haplogroup derived from Family Finder.

Not only are Family Finder haplogroups more specific and closer in time than predicted haplogroups from STR tests, but they are also SNP-confirmed, not predicted.

Keep in mind that not all autosomal DNA chips were programmed to read the same Y-DNA and mtDNA locations. At that time, they were never intended to be used for this purpose, which probably explains the two different haplogroups for the Moore men.

My Moore cousin’s original predicted haplogroup based on his STR test was J-M102. His Family Finder results updated his haplogroup to J-M241, while his matches are J-Z631.

Using Discover’s Compare feature, we find that:

  • J-M102 developed about 16,000 years ago
  • J-M241 developed about 9,500 years ago
  • J-Z631 developed about 2,950 years ago

While their haplogroups don’t match because they come from different sources, they are still in the same genetic lineage on the Y-DNA phylogenetic tree. In other words, they don’t preclude a common ancestor. Since they also match on their STR markers and share the same surname, we don’t need to be terribly concerned about false Y-DNA matches.

I’ve tried to break through this brick wall many times, but let’s try again using new information.

To begin with, there are many more genealogy resources available now than when my cousin and these other men tested. I had originally communicated with all three of his matches when they initially matched, and they provided me with what little they knew.

I still have that information entered into a tiny tree on my computer. I have not been able to get ahold of these men now in several years, so I’m VERY glad that I reached out when I did. Reach out and collaborate now. You never know when it’s too late.

Y-DNA Plus Family Finder Yields More Hints

Let’s move to my Moore cousin’s autosomal Family Finder matches and see if there’s any additional help buried there.

Searching his Family Finder match list for “Moore” produces 39 people with the Moore surname, and 256 people with the Moore surname either in their own name or their surname list. This is why entering your list of ancestral surnames is important.

I selected the 39 Moore surname matches, then focused on the males’ Y-DNA haplogroups. Our Moore cousin’s haplogroup is J-M241, and his Y-DNA matches’ haplogroups are all J-Z631.

Haplogroups derived from autosomal testing are very useful when viewing autosomal matches with Moore men. As you can see, these Moore men aren’t in the same major haplogroup as our line, so even though they share the same surname, it’s happenstance. Their haplogroup results preclude matches due to their Moore direct paternal line.

Autosomal transfer haplogroups do not update Y-DNA haplogroups and are not displayed to autosomal matches due to quality and consistency challenges.

Working with the rest of my Moore cousin’s autosomal matches, I did not find others who match with haplogroup J and the Moore surname.

If I had found another Moore male that fell someplace in the same branch of haplogroup J, I could use autosomal tools to view shared “in common” matches and triangulate segments to identify others who share that specific lineage. Autosomal matches’ trees plus the genealogy work I’m doing on the trees of the Y-DNA testers might lead to a breakthrough on the Moore line that is severely brick-walled in colonial Virginia.

This approach didn’t work this time, but new matches appear all the time, and autosomal matches may help.

However, we’re not done.

Advanced Matching

FamilyTreeDNA provides an Advanced Matches feature that allows you to select matching criteria across different tests to see whether anyone matches you on those combined criteria.

You’ll find “Advanced Matches” in the “Additional Tests and Tools” section.

You can select the tests to compare to see if people match you on ALL of the criteria you choose.

Yes, ALL is bold red because if you select any of the “Select All” features – that means everything. So, if you select “All Y-DNA” you must match at the 12, 25, 37, 67 and 111 marker levels – not just one of them. If someone doesn’t meet the matching criteria at any individual selected level, that person won’t show on the combined match list.

So, select one Y-DNA choice that both people have, plus Family Finder.

Then, CHECK “YES” under “Show only people I match in all selected tests.” Otherwise, you’ll see everyone you match on both tests, combined.

In this example, one of my cousins matches a Morrow male on both the 12-marker test and the Family Finder test. If I had NOT checked “yes,” I would have seen all of my cousin’s Y-DNA AND all of his Family Finder matches on this list.

Is Morrow the same paternal lineage as Moore? We don’t know. Matching on both tests DOES NOT mean your match is from the same line.

However, this possibility absolutely warrants additional investigation.

Big Y Matching

Big Y matches and tools are displayed separately from STR matches.

The only reason I look at the matches page is to see who has a tree, because the most useful information is provided on the Block Tree and in Discover.

Big Y Block Tree

The Block Tree is an alternate way to view tree relationships over time.

The block tree shows a top-down genetic view of the original Estes line out of Kent. The primary named haplogroup is R-BY482, shown at the top of the blue block labeled “Estes in Kent.” The haplogroup names, like BY483 shown in that same block, mean that all of the men within and beneath that block also have those SNP mutations. Someday, a man may come along and test who does NOT have all of those mutations, or has additional mutations, and may be a candidate to form a new haplogroup.

For genealogy, the point is to see who you’re genetically the closest to.

In this case, our Estes tester falls into the Moses descendant group with haplogroup R-ZS3700. Because other men have already tested and we’ve done that associated genealogy work, we know that this mutation occurred with the birth of Moses Estes, who was born in Virginia in 1711.

Another branch, the James Carroll Estes line, has been defined beneath Moses’ line. If you were to take a DNA test and find yourself in haplogroup R-BY154784, you would know that your ancestor was born to a son of James Carroll Estes who was born in 1860 – so not many generations back in time. You’ll notice a man with the surname of Wilbur in this branch. Sometime, and in some set of circumstances between about 1880 and the present generation, the surname became Wilbur, but the genetic line is absolutely Estes. I view this as the Wilburs having established a new genetic branch in their family line while also being Estes cousins.

Discover

For both Y-DNA and mitochondrial DNA, Discover holds a plethora of wonderful information. Lower-level haplogroups can use the free versions of Discover, but we’re going to focus on information available from the mtFull and Big Y tests when the tester clicks through to Discover from within their own account.

I wrote about Discover broadly here. All Discover reports are educational and help you understand your ancestors and their journey to you, but we are focusing only on the tools you would use to break through brick walls.

Click through on the Discover link in your account on your dashboard for either mitochondrial or Y-DNA.

You’ll arrive on the Haplogroup Story page, which provides a summary of the information available in other Discover Reports.

  1. First, read, don’t skim.
  2. Second, don’t skip the other reports because you read the summary.
  3. Third, check each report for various tabs, displays, and settings.
  4. Fourth, read all the reports.

I wrote a very detailed article about using mitochondrial DNA, Mitotree, and Discover, here.

The Match Time Tree

The Match Time Tree is one of my favorite reports.

Please note the various display options at the top of reports. Checking the “Share Mode” box obfuscates the names of your matches, which allows you to share with others without unintentionally compromising privacy.

I particularly like the Match Time Tree report because it lets you view several things in one place.

  • Your Big Y (or full sequence mitochondrial DNA) matches
  • Genetic lineages and the time when haplogroups were born
  • Globes representing the country where your match indicates that their EKA was born
  • Your matches’ EKAs and family trees, if they have provided them

Additional Bonuses:

  • Ancient Connections
  • WikiTree Connections and lineages

If you add both Ancient Connections and WikiTree Connections to your display criteria, you’ll see them on the Match Time Tree too. In this case, no Ancient Connections are found in this portion of the tree, but four matches have connected themselves to WikiTree as indicated by the rows of pearls.

This is particularly useful because EKAs only display the Earliest Known Ancestors, but you’re probably interested in the entire lineage of your match. Their entire WikiTree patrilineal lineage is displayed on the line, including their common ancestors and their linkage to each other.

In this case, the little blue circle “pearl” on the WikiTree line where I clicked is John R. Estes.

I can click on any pearl and see which ancestor that represents in that match’s tree. I think this is the best thing since sliced bread because, generally, I am looking for the missing ancestor between the tester and their common EKA with their matches. I certainly care about the EKA, but to break down brick walls, I need to know how I can connect from here to there.

Ancient Connections

Ancient Connections shows archaeological excavations from published academic papers and is an evergreen feature. This means that as new Ancient Connections are added, in order of how closely they are genetically related to the tester’s haplogroup, older Connections roll off the end.

You can select the option to view Ancient Connections on your Globetrekker™ video too.

Ancient Connections are anchored in the location where they were excavated by little trowels.

While you may think that Ancient Connections are simply interesting, they hold more information. On a different line, I found another clue about the “rumored” birth city of my ancestor, based on an Ancient Connection buried on the Roman Road just outside the city who could potentially have been his ancestor.

Some Ancient Connections are our haplo-cousins, because they belong to descendant haplogroups from our common ancestor, but sometimes their locations, cultures and artifacts can speak to the lives of our ancestors too.

I wrote in detail how to use Ancient Connections here and here. Don’t shortchange yourself by glossing over these.

Notable Connections

Notable Connections may or may not be useful genealogically. It all depends on who is included, and what the evidence reveals. Some Notable Connections are actually bonus Ancient Connections.

The Estes haplogroup R-ZS3700 connects to the Celtic Mystery Ancestor, but based on the Time Tree, the Celtic Mystery Ancestor cannot be the Ancestor of the Estes line. They do, however, share R-DF49 as their common ancestor.

Who doesn’t love a good mystery? Regardless of how we are related, I enjoyed studying the Mystery Ancestor’s cultural information and assembling it in context with the other Ancient Connections. I stood at Tara, Knowth and Newgrange long before Discover existed, but now I know it might have been where our haplo-cousin lived, and maybe where our common ancestor R-DF49 once stood too.

Notable Connections are intended to be fun facts, but sometimes there’s more.

Globetrekker™

Screenshot of Globetrekker™ video

Globetrekker™ is a video that maps the path your ancestors took across the globe. Note the several display options at the top, along with the legend. Globetrekker™ is really an amazing tool.

Haplogroup locations and connecting lines or paths are based on:

  • Locations of ancient burials which serve as anchors
  • Locations of the EKAs of various testers who carry that specific haplogroup
  • Least-cost travel, meaning given the choice between climbing over the Himalayas or taking the route through a valley beside a river – the valley was almost always the choice of people who survived to create the next generation.
  • Only extending into the Americas for the migration routes of indigenous peoples

You may notice what appears to be confusion or inconsistency in the most recent haplogroups. For example, we know that R-ZS3700 occurred in Moses Estes, born in 1711 in Virginia, son of Abraham Estes, the immigrant, who was born in Kent, England. However, that’s not what the map depicts.

The men who carry R-ZS3700 accurately show their EKA as Nicolas Ewstas born in 1495 in England.

Globetrekker™ can only work with the information it has at its disposal. Moses is not the testers’ EKA, but he is the progenitor of R-ZS3700. The way we know that R-ZS3700 occurred in Virginia in 1711 is because the tested male-line descendants of Moses all carry that SNP mutation, while tested male-line descendants of Moses’s siblings, Abraham’s other sons, do not.

Another potential reason that haplogroup placement might appear faulty is because multiple testers with that haplogroup show different locations.

Let’s say the EKA location provided by one man is Dover, Kent, England, across the Strait of Dover from France. A second man shows his EKA on the far western coast of Ireland in Galway, and a third man places his EKA in the Orkney Islands, off the Northern coast of Scotland.

The “average” of those three locations might be someplace around Dumfries in Scotland, even though none of the three men entered that location – and all three testers are equally unhappy.

Keep in mind that EKA information and locations are user-entered, and, as we know, genealogy can be incorrect and people are sometimes confused.

Another factor affecting placement is that when someone enters only a country name, maps default to the center of the country, which can pull the Globetrekker™ migration paths in one direction or another.

Globetrekker™, in combination with other tools, provides valuable evidence about your ancestor.

Globetrekker™ for mitochondrial DNA has not been released but is planned for the future.

Suggested Projects

Suggested Projects can also provide clues.

Projects are suggested for one of three reasons:

  • Other people with that surname have joined that project
  • The surname administrators have identified your surname as “of interest” to their project
  • Your haplogroup, haplogroup branches, or specific keywords

If you’re searching for your ancestor, hints about their origins or family associations may be found in the projects suggested.

Mitochondrial DNA Match Time Tree Haplotype Clusters

One important difference between the Y-DNA Match Time Tree and the mitochondrial DNA Match Time Tree is that the mitochondrial DNA version displays results within haplotype clusters.

On the Match Time Tree, your results are displayed with other members of your haplotype cluster. These are your closest matches.

That isn’t to say that some of your identifiable ancestors won’t be found in other haplotype clusters, or even neighboring haplogroups, but the place where you should start your analysis is with other people in your haplotype cluster.

I’ve written about haplotype clusters here and here.

Your Summary Checklist

Mitochondrial DNA and Y-DNA have the unique ability to look in a laser-straight line back in time. Unlike autosomal DNA, mtDNA and Y-DNA aren’t recombined, so parts of your ancestor’s DNA aren’t lost during recombination with the other parent’s DNA.

The tools on your personal page, plus Discover Reports, provide at least 25 different ways to analyze your results, several of which are critically important for genealogy and, specifically, breaking through brick walls.

  1. Y-DNA STR matching and Big Y DNA matching are different, so take advantage of both and review every level.
  2. Big Y-700 results include several features that neither STR matching nor mitochondrial DNA can offer.
  3. Mitochondrial DNA provides features not available for Y-DNA.
  4. Matching includes how close or distant the match is, their haplogroup, EKA, EKA’s country of origin, and family tree.
  5. The Matches Map provides the exact location provided for your matches’ EKAs, not just the country.
  6. Enter your patrilineal and matrilineal Earliest Known Ancestor (EKA), their ancestral location, and all of your family surnames.
  7. Be sure you’ve uploaded a tree. Also, connected yourself to your WikiTree profile.
  8. Be sure to check your matches’ trees and their WikiTree connection, if they have one, and build out as necessary to connect with your EKA and your other matches’ EKAs.
  9. Use Group Project Results to check groupings made by the volunteer administrators, EKAs, and possibly marker values.
  10. The Y-DNA Block Tree displays matches along with their mutations in a vertical phylogenetic tree format.
  11. Mitochondrial DNA matching also provides your legacy (pre-Mitotree) haplogroup, plus your Mitotree haplogroup, haplotype cluster and features like trees. Be sure to view all match levels.
  12. Haplotype clusters group mitochondrial DNA testers who match exactly, and include less-reliable markers that are excluded from general matching and haplogroup formation. Research to identify a common ancestor should begin with your haplotype cluster, but should not ignore people in different haplotype clusters.
  13. Investigate unfamiliar surnames through family histories, testing male-line descendants of different sons, and researching descendants of the identified genetic ancestor. Look for intersections and remember: right time, right place, opportunity.
  14. Advanced Matching allows you to combine two (or more) forms of DNA test to determine if someone matches you on both tests, such as either a Y-DNA or mtDNA test and the Family Finder autosomal test. Remember that they may match on both tests due to different ancestors.
  15. Y-DNA haplogroups found in Family Finder matches may identify additional family members in your lineage who have not taken a Y-DNA test (but might be willing to).
  16. Discover provides more than a dozen additional reports.
  17. The Match Time Tree plots your matches with their EKAs along a genetic timeline.
  18. The Match Time Tree also displays WikiTree Connections, which include each generation, not just the EKA.
  19. The Match Time Tree displays Ancient Connections and Notable Connections, which may prove useful.
  20. Ancient Connections provide insight into the movements of your ancestor, their culture and location at a specific point in time.
  21. Globetrekker™, an animated Y-DNA video, tracks your ancestor’s journey across the world to the locations where recent haplogroups are found, based on a variety of criteria and data points.
  22. Suggested Projects provides a list of projects that you may be interested in joining based on common interests. The suggestions alone may be especially important when surnames aren’t particularly helpful, and when you’re searching for your ancestor’s origins.
  23. Use Discover’s Compare feature to determine how different haplogroups relate to each other and whether they are in the same genetic lineage. This is particularly useful for autosomal matches with the same surname.
  24. Use shared matches, segment triangulation, and your matches’ trees to investigate possible connections identified through Family Finder surname and haplogroup searches.
  25. Contact matches, collaborate, and preserve the genealogy they provide.

Your ancestors are waiting for you to find them!

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FOCUS: Step 2 – Finding the Y-DNA and Mitochondrial DNA of Your Ancestors

This is the third article in our FOCUS series, providing step-by-step instructions for identifying brick-walled ancestors.

These two articles detail the initial steps:

By now, you will have selected the ancestor you want to focus on identifying, and you have tools in your toolkit for working with DNA matches who have no trees.

You may have ordered DNA tests from multiple vendors and are waiting on results, so while you wait, we’ll start with finding the Y-DNA and mitochondrial DNA of your ancestors and identifying DNA testing candidates.

While it may sound counterintuitive, we’re going to be working with all of the major vendors, including FamilyTreeDNA, who actually tests for Y-DNA and mitochondrial DNA, plus WikiTree, 23andMe, MyHeritage, Ancestry, GEDmatch and FamilySearch. They are all quite useful in different ways.

This Type of Searching Is Different

Normally, when we search for brick-walled ancestors, we are searching backward in time. In other words, we begin with the last person we know and work back from there, hoping to identify the previous generation.

If we don’t know Lucy’s birth surname and she was born about 1750, and married William Moore in the late 1770s, we begin with what we do know in that timeframe.

Searching for our ancestor’s Y-DNA or mitochondrial DNA, and testers who carry that DNA, is fundamentally different because we begin with that ancestor and work forward in time.

In other words, if we want to find Lucy’s mitochondrial DNA, we begin with her daughters and track forward in time to the present. Hopefully, someone has already tested, and we can locate that result, but if not, we need to find people who descend through a specific path that carry Lucy’s mitochondrial DNA.

If we were searching for the Y-DNA of William Moore, we would look for his direct paternal descendant males who would carry the Moore surname.

Chicken or Egg?

I’ve been debating whether I should show you:

  1. How to locate and identify the Y-DNA and mitochondrial DNA of your ancestors first, or
  2. How to use Y-DNA and mitochondrial DNA (mtDNA) to help break through your brick wall first

I decided to write the “how to locate” article first because I don’t want you to skim over and ignore the ‘how to use’ article, thinking it’s irrelevant to your research because you don’t carry the Y-DNA and/or mtDNA of your brick-walled ancestor.

There are lots of avenues to locate the Y-DNA or mitochondrial DNA of your ancestors, something you definitely want to do. You’ll soon see that Y-DNA and mtDNA information can also assist with autosomal DNA results.

These are all pieces of your ancestor’s puzzle, and you never know which one will be the one to topple that wall.

Plus, you don’t know what you don’t know about that ancestor.

Let’s jump right in!

Who Carries the Y-DNA and Mitochondrial DNA of Your Ancestor?

As a quick refresher, only men can test for Y-DNA because only men have a Y chromosome which is inherited from their father. It’s passed in a direct paternal line from father to son, never mixed with DNA from the mother. Because it’s never divided during recombination like autosomal DNA, it’s uniquely useful for connecting lineages both recently and back in time hundreds and thousands of years.

Both Y-DNA and mitochondrial DNA incur occasional mutations that function as genetic breadcrumbs, making them incredibly useful for reassembling those specific family lines where genealogy paper trails have broken or been interrupted.

Mitochondrial DNA is passed from mothers to their children of both sexes, but only daughters pass it on. This means that in the current generation, males and females can both test for the mtDNA of their direct, mother-to-mother, matrilineal line.

Anyone, including males, who descends from an ancestor through all females can test for that ancestor’s mitochondrial DNA.

If you’re lucky, you’ll carry the Y-DNA or mitochondrial DNA of the ancestor you are seeking. If not, you’ll need to do one of two things:

  1. Determine if someone has already tested for that ancestor
  2. If not, find candidates to test

Y-DNA is generally easier because you at least (hopefully) have a surname to work with that has been passed from father to son, along with their Y chromosome.

Mitochondrial DNA is more challenging since surnames change each generation, so I’ve included several mitochondrial examples. Don’t skip over them, because the same research techniques apply to Y-DNA too, especially difficult cases.

If you’re a male, I strongly recommend that you order:

If you’re a female, you can only order the mtFull test, but you may be able to ask your father or brother or a male relative (with the surname in the lineage you seek) to take the Big Y-700 to represent your father’s family line. In other words, if you’re looking for a male Estes, you can ask your 2C Estes male who descends in a direct paternal line of all Estes men from your common ancestor.

Complete Versus Partial Tests

Haplogroup-only results derived from autosomal tests are fine as far as they go – but they don’t go very far. Most are what I would call midrange, providing testers with a haplogroup from maybe 2000 years ago, and some are much more distant than that. That isn’t to say they can’t be useful in a limited capacity, but Y-DNA and mtDNA have so much more potential.

You need comprehensive Y-DNA and mtDNA test results that identify all your haplogroup-defining mutations and can be refined as more people test and match family-level mutations.

Haplogroups are important, but you also need to match with other testers. Additionally, you’ll want the most complete haplogroup possible, because it will help you genealogically by providing a complete breadcrumb trail with the ability to identify your most recent common ancestor (MRCA).

FamilyTreeDNA is the only vendor that offers these complete tests that include matching with other testers, plus additional genealogy tools.

The Big Y-700 test scans for mutations in the stable portion of the Y chromosome and is the only way to obtain that personal-level information. It’s those recent mutations that will help place you within a biological family – or eliminate you from other lines, which prevents barking up the wrong tree.

The benefit of taking the test yourself, or sponsoring a test for someone willing to share their results with you, is that you have ready access to information through FamilyTreeDNA’s tools such as:

  • Matches with other Y-DNA and mtDNA testers
  • Matches Map (ancestor locations)
  • Advanced Matching, which provides a filtered list of people who match you on BOTH your Y-DNA or mitochondrial DNA AND your Family Finder autosomal test
  • Haplotype clusters (for mtDNA)
  • Your mutations
  • Block Tree (for Y-DNA)
  • Customized Discover tools

Click any image to enlarge

  • Discover’s Advanced Tools like the Match Time Tree, shown above, which displays your matches with their earliest known ancestors (EKA) together on the Time Tree
  • Globetrekker™ (for Y-DNA with mtDNA coming soon)
  • Up to 30 Ancient Connections
  • Up to 20 Notable Connections

FamilyTreeDNA’s free Discover tool, here, provides public information for everyone about haplogroups, but if you haven’t taken the test, you won’t receive matching and customized information described above, which is essential to genealogy.

Upgrades for Partial Tests

You may have previously tested at a lower level at FamilyTreeDNA.

For mtDNA, the early mtPlus test examined a portion of the mitochondria and provided matching at lower levels, as do the 12-111 marker Y-DNA tests. Both provide a predicted high-level basic or midrange haplogroup based on the mutation information available in those limited tests.

If you took an earlier, partial test, you can sign on to your account to upgrade by clicking on the “Big Y,” even though it’s greyed out. Grey simply indicates that you don’t currently have that level of test.

Click on “Full” to upgrade to the mtFull test.

Test Features at Various Levels

Depending on the type of test you take, and at which vendor, you may have a fully refined or partial haplogroup.

Discover provides a substantial amount of information if you receive a partial haplogroup:

A partial haplogroup is better than no haplogroup, but it’s also like working with one hand tied behind your back. If at all possible, you need to work with a full haplogroup and matches.

Testers who click through to Discover from their own test, or a test they manage, can view additional features not available in the free version.

The table below shows the four different ways you can access and view your ancestor’s haplogroup. Based on the testing level and/or how they tested, the haplogroup level will vary.

Clearly, the best scenario is when you either take the Big Y-700 or mtFull test yourself, or you have access to the test results of someone who takes that test to represent your ancestor’s DNA. Primary access confers the greatest amount of information, but you can still glean information in other ways.

Feature Introductory Level Test at FamilyTreeDNA* Tester’s Big Y-700 or mtFull Test – Full Access Partial Haplogroup from Autosomal Test Your Ancestor’s Haplogroup but without Full Access
Matching Yes, at that lower level Best – at all levels No No
Matches Map Yes, at lower level Yes No No
Mutation Values Yes, STR markers at lower Y-DNA level Yes, STRs (Y-DNA) and SNPs Not directly but through Discover Not directly but through Discover
Haplotree & SNPs with surnames (Y-DNA only) Yes, at lower level Yes No No
Block Tree (Big Y test only) No Yes No No

 

Advanced Matching (multiple types of tests) Yes, at that level Yes No No
Ability to Join Group Projects Yes Yes Only test owner or manager can join Only test owner or manager can join
Discover Reports Yes, same information as the free version due to lower coverage Yes, when clicking through from your FamilyTreeDNA account Free version Free version
Haplogroup Story Yes, at lower haplogroup level Yes – best and highest level Yes, at lower haplogroup level Yes, at lower haplogroup level
Country Frequency Map and Table views Yes, at lower haplogroup level Yes, at most refined haplogroup level Yes, at lower haplogroup level Yes, at most refined haplogroup level
Notable Connections Same as free version About 20 for Y-DNA, 11 for mtDNA About 10 for Y-DNA, 3 for mtDNA About 10 for Y-DNA, 3 for mtDNA
Migration Map Yes, at lower level Yes, at advanced level Yes, at lower level Yes, at advanced level
Globetrekker (Y-DNA only, mtDNA coming soon) No Yes No No
Ancient Connections Same as free version About 30 About 10 for Y-DNA, 3 for mtDNA About 10 for Y-DNA, 3 for mtDNA
Time Tree Yes, at lower haplogroup level – generally 2,000 years or older Yes, at most refined haplogroup level, often within genealogical timeframe Yes, at lower haplogroup level – generally 2,000 years or older Yes, at most refined level
Match Time Tree No Yes – your matches & their EKA on the Time Tree including WikiTree Connections and Ancient DNA No No
Ancestral Path Yes, at lower haplogroup level Yes Yes, at lower haplogroup level Yes
Suggested Projects Yes Yes, at more refined level Yes, but must test with FamilyTreeDNA to join Yes, but must test with FamilyTreeDNA to join
Scientific Details, ages and variants Yes, at lower level Yes Yes, at lower level Yes
Compare Haplogroups Yes Yes Yes Yes

*Note that often your ancestor’s haplogroup as reported by the Family Finder (autosomal) test is more refined, meaning closer in time, than the Y-DNA haplogroups predicted by STR tests, but both are always substantially less specific than the Big Y-700 test. As of the publication date of this article, Family Finder does not yet report a mitochondrial DNA haplogroup, but that is planned for the future.

This chart only includes features you would specifically use to identify an ancestor or ancestral lineage. There are other reports provided with your test that will be of interest. Discover provides about 14 reports that include various options.

Now we can envision:

  • The benefits of finding our ancestors’ Y-DNA and mtDNA
  • The benefits of obtaining the most refined haplogroup possible
  • The benefits of being able to view the results directly

You may not be able to achieve all of these, but even a partial haplogroup is better than no haplogroup at all, and a fully refined haplogroup, even if you can’t see everything in another tester’s account, is better than a partial haplogroup.

So, let’s see how to find your ancestors’ haplogroups. I collect them all, not just for brick-walled ancestors, but because they tell a part of our story not available through any other means.

Finding Your Ancestor’s Mitochondrial and Y-DNA

If you are the DNA tester for your brick-wall ancestor, then you’re golden, but chances are that you’re not.

If you’re searching for Y-DNA, and you don’t carry that Y-DNA yourself, you’ll need a male relative who carries that Y chromosome to test.

Males carry the Y-DNA of their direct patrilineal ancestors, shown in the image below on the left side in blue, plus the mitochondrial DNA (mtDNA) of their mother, shown with yellow hearts at far right.

At the 4th generation level, we have 4 Y-DNA lineages to collect (light blue, dark green, medium green, and teal), and a total of 8 mtDNA lineages.

Let’s say you’re searching for your father’s mother’s mother as your brick-wall ancestor.

Your father (and his siblings) carry the mtDNA of his mother, shown above in fuchsia, as do her grandchildren through her daughters. That’s why your father has a fuchsia heart. If close family members test, chances are you can arrange to manage their test or view their results. (Be sure they take the autosomal Family Finder test too. You’ll need that later.

If you don’t manage their test for them, you’ll need to ask to see their results to view matches and work with trees.

I have a family project at FamilyTreeDNA that I manage. I ask people who have tested for a particular ancestor to join that project so I can easily view their results while they continue to manage their test, and can select how much they want me to see or do.

FamilyTreeDNA is currently working on a multi-kit management feature that will address the challenge of sharing results.

But I Don’t Know of Any Cousins…

Let’s say you don’t know of and can’t readily identify anyone who descends from your ancestor appropriately.

If the ancestor you seek is a male, mitochondrial DNA is probably not going to help you because men don’t pass their mitochondrial DNA on to their descendants. In order to obtain a male ancestor’s mitochondrial DNA, you’d need to be able to identify a sister or someone known to descend from his mother (or sisters) through all females to the current generation. Needless to say, if you know who his mother is, you probably already know who he is.

If your brick wall is a female ancestor, your first order of business is to find someone who descends from her through all females to the current generation, where the tester can be male or female.

Why is this so important?

Mitochondrial DNA isn’t admixed with the father’s DNA, so it’s not divided in each generation. This means that mitochondrial DNA is the only direct line-of-sight we have that bypasses both changing surnames and genetic recombination for females.

Who Has Tested for Your Ancestor?

If you’re NOT the tester for your brick-walled ancestor or aren’t the curator of the test, your first step is to see if someone else has already tested.

This can sometimes be challenging.

It’s impossible to obtain mitochondrial DNA for an unknown ancestor if there are no known daughters, and for Y-DNA if there are no known sons. You may need to review genealogical resources to make sure you’ve identified all of that ancestor’s children.

Barring those scenarios, there are a surprising number of resources available to find descendants.

WikiTree

The first place I check to see if someone has already tested for a particular ancestor is WikiTree.

WikiTree is the one place where you find the ancestor along with the people who have taken DNA tests who descend from that ancestor. It’s invaluable.

Normally, you have to work with matches to identify your common ancestor. WikiTree works the other way around. Your starting place is with the ancestor.

You can’t Google your mystery ancestor’s name because if you knew their name, they wouldn’t be a mystery ancestor – but you can Google their spouse or a child.

I’m using an example from my own line because my mitochondrial DNA results are connected to her.

I’m Googling:

Barbara Mehlheimer born 1822 died 1906 in Indiana at WikiTree

Google was slightly confused but the results got me to where I needed to go.

Barbara Mehlheimer married George Drechsel and her daughter was Barbara Drechsel who married Jacob Kirsch.

First, check Barbara’s WikiTree profile card to confirm you’ve found the correct person.

Next, click on the DNA tab beneath her profile information (or just scroll down). She has four DNA Connections.

You can see that one person, me, who carries Barbara’s mitochondrial DNA has connected their DNA to Barbara’s profile. I did this by entering my DNA information on my WikiTree profile, then WikiTree connects my DNA haplogroup information from mother to mother to mother to Barbara and propagates my DNA haplogroup to her, her matrilineal ancestors, and their female descendants. If you click on the haplogroup, it takes you directly to that haplogroup in Discover.

Three people have connected their autosomal results to Barbara. This information can be very important, and not just for mitochondrial DNA. It allows us to identify autosomal testers we may match at different testing companies who descend from Barbara.

In your research journal, make notes of these names, testing companies, and kit numbers. Remember that this doesn’t mean the company noted is the only place someone has taken an autosomal DNA test. I’ve tested at all of the major companies, but only GEDmatch and FamilyTreeDNA are listed here.

For Y-DNA and mitochondrial DNA, the haplogroup is shown, although when testers receive a new Y-DNA or Mitotree haplogroup, they seldom think to revise it in WikiTree. This means their current haplogroup may be more specific and improved since the WikiTree information was entered.

Some people may have tested at different levels too. In this case, Buster Estes, who is now deceased, was one of the earliest testers, long before the Big Y tests were available. He only took a 25-marker test, so his haplogroup was predicted as R-M269. Garmon, on the other hand, was able to upgrade his Y-DNA test to the Big Y-700, and his haplogroup is much more refined at R-ZS3700. Their haplogroups don’t match exactly due to the levels at which they tested, but they also don’t preclude the two testers from belonging to the same genetic line.

This screenshot of Discover’s Compare function illustrates how important the Big Y-700 test is when compared to the STR test’s predicted haplogroups. The man who developed the mutation that defines R-ZS3700 lived about 1750 CE, and the man who developed R-M269 lived about 4450 BCE, or 6,450 years ago. That’s a big difference.

Using a combination of multiple testers and genealogy, we’ve identified the man who developed R-ZS3700 and passed it on to his sons. Moses Estes was born in 1711 in Virginia and all of his descendant testers carry R-ZS3700.

Now that’s extremely useful information, because we know that any man with haplogroup R-ZS3700 descends from Moses Estes in a direct paternal line, and any man whose haplogroup is not R-ZS3700 or doesn’t include R-ZS3700 upstream of his haplogroup does not descend from Moses Estes in that way.

Please add your DNA tests, including haplogroups and your kit number, to your profile at WikiTree so that the haplogroup information can be populated appropriately to your ancestors.

Searching for a Test Candidate Using Autosomal Descendants

When you’re searching for a testing candidate at WikiTree, you can click through to the tester’s profile and view exactly how they descend from the ancestor shown.

Let’s say that no one has linked a mitochondrial DNA test to the ancestor you’re searching for, but several people have linked autosomal tests to that ancestor’s profile card.

Click on the tester’s name and then on the DNA Ancestors tab to see how they descend from that ancestor. If you’re lucky, you’ll find someone in the autosomal list who is a mitochondrial DNA testing candidate.

If you’re looking for a Y-DNA tester, begin by looking for a male with the same surname as that ancestor. If you’re looking for a mitochondrial DNA tester, you’ll need to view each tester’s ancestors.

Regardless of whether they are a mitochondrial or Y-DNA testing candidate, you’ll identify your most recent common ancestor (MRCA) for each person, information that will become essential for the autosomal tools that we’ll be discussing in future articles.

In your research journal, I suggest that you record all of their descent information now, including their names, where they tested, your MRCA, kit numbers and any other relevant notes.

If you’d like to ask them to take a specific test, or if they already have and you’d like to know more, you can message WikiTree users by clicking on their profile, and then on the little envelope beside the profile manager’s name.

Finding Your Ancestor’s DNA Descendants at WikiTree

Let’s say that no one in the DNA list of people who have already taken tests descends from your ancestor matrilineally. Don’t worry, there are still more options!

At the top of the WikiTree page for that ancestor, click the down arrow, then on DNA.

The default tab shows the DNA Ancestors of the profile you’re viewing. You’ll see Y-DNA for males, and both mitochondrial and X-chromosome ancestors for everyone.

You may notice that there’s an ancestor listed for your brick wall ancestor. That’s wonderful, but don’t jump for joy quite yet. Remember, WikiTree is a one-world tree, and you need to verify the underlying genealogy in every tree here, and at every vendor.

Always confirm using multiple sources, meaning resources other than trees. The great thing about WikiTree is that there are often several sources listed in each person’s profile, and other resources that can help immensely. I love WikiTree, but I’m always skeptical of information in any tree, and I prove everything to my own satisfaction. I wrote several articles about that topic in the Genealogy Proof Series, here.

To find testers, you’ll need to view your ancestor’s DNA Descendants.

Click on the DNA Descendants tab.

The Mitochondrial DNA Descendants view shows potential candidates for mtDNA testing. Remember, in the current generation, males and females can both test so long as they descend from that ancestor through all females.

In the case of Barbara Mehlheimer Drechsel and her descendants, there are several males who are immediately eliminated because they’ve been deceased for more than a century, and several daughters who didn’t have children.

Not every person’s line on WikiTree has been added or developed. You can see that three daughters’ lines that might hold candidates don’t list all their children, and I still need to research two additional people. That means I still have five candidate lines to extend that have potential mtDNA testers.

So, in summary, if Barbara was the ancestor I was seeking:

  • One person has already tested
  • Three daughters don’t have their families extended.
  • Two have daughters that I need to research.

For both Y-DNA and mitochondrial DNA, I like to have at least two people who descend from different children of the ancestor, and whose tests match at a level that does not preclude that lineage. This helps confirm both the genetic line and the genealogy of both testers.

With male ancestors, having more than one tester for each line through different siblings is essential.

Kit Numbers, Earliest Known Ancestors and Google

When DNA kit numbers are included at WikiTree, you’ll want to Google to see if that kit number is shown in a public Group Project at FamilyTreeDNA where you may find more information.

The exact search string to use to find a specific kit at FamilyTreeDNA within projects is:

“9993” site:familytreedna.com

Replace 9993 with the kit number you’re interested in. You can also add the word “projects”, without quotes, to the end of that string to omit forums and limit the search to within projects. This string both focuses and limits the search, filtering out most noise.

By clicking on “read more,” you’re taken directly to the Estes Family Surname Project Y-DNA page.

The green haplogroups are SNP-confirmed, unlike the red predicted haplogroups from the lower-level 12, 25, 37, 67 or 111-marker tests. The R-ZS3700 haplogroup was obtained from the Big Y-700 test, so it is the most granular and specific. If this is your line, you’ve just found your ancestor’s haplogroup. It’s also possible that, by testing, you could receive an even more specific haplogroup.

Please note that haplogroup R-M269 is the most common haplogroup in Europe, and isn’t specific enough to use for anything other than very basic information. It can rule out two people with different base haplogroups, like haplogroup I or J, for example, as descending from a common patrilineal ancestor.

Project administrators are all volunteers, and each administrator groups their Group Project members differently, so take a few minutes to review the project pages. You may find additional testers who have joined this project who descend from your ancestors or your ancestral line.

You may also find other lines with the same surname and a substantially different haplogroup, which tells you that there are multiple genetic lines with the same surname. I have one example of this in the same county, at the same time, found in men by the same exact name – think John Smith. So frustrating. Without DNA testing, we would NEVER have sorted through those two same-name but completely different lines.

However, finding people who match your ancestor’s DNA but don’t have your earliest known ancestor (EKA) may be just the clue you need to knock down that brick wall. How are your ancestor and that other person’s EKA connected, and in what timeframe? Do they share a surname? A location? Are there other clues?

It’s unlikely that you’ll be able to use a kit number to Google unless you find one at WikiTree, but you can still search using the oldest name in that line that you know.

nicholas ewstas site:familytreedna.com

Replace the kit number with your EKA, in this case, “Nicholas Ewstas” in the search string, either with or without quotes. This takes you to the same page and any other projects that someone may have joined using exactly that earliest known ancestor’s name. Keep in mind that you’re only looking at their oldest ancestor, not every ancestor between them and their EKA. Your brick wall may lie someplace in there, which is why you need to check matches and view their trees.

Since women’s surnames change in every generation, they generally won’t be found in specific ancestral surname projects like men. This makes Googling using the ancestor’s name even more important.

catherine lejeune site:familytreedna.com

We don’t know who Catherine LeJeune’s mother is, so finding that someone has entered Catherine as their EKA may be critically important.

This is especially important for female brick-walled ancestors, since using this Google string with their daughters’ names may reveal someone else’s EKA in that genetic line within a project.

After clicking through to the project page, be sure to enlarge the page to display the full project, and use your browser search since partial results with predicted haplogroups may not be grouped with full mitochondrial sequence results.

Multiple people who descend from Catherine LeJeune have tested. The first six only took the partial test years ago. The bottom two testers took the full sequence test and have a new Mitotree haplogroup – U6a7a1a. We know that Catherine was born about 1633, in France, and we can see that other people have also tested and list different EKAs. Next, it’s time to research the other ancestors shown, or check WikiTree to see if any of these testers are listed there so you can contact them.

Now that you have found your ancestor’s haplogroup, you can use the free version of Discover to learn more. I wrote about using mitochondrial DNA and Discover in the article Mitochondrial DNA A-Z: A Step-by-Step Guide to Matches, Mitotree, and mtDNA Discover.

Now, let’s move to the DNA testing companies to see how we can find our ancestors’ Y-DNA, mitochondrial DNA, or testers, at 23andMe, FamilyTreeDNA, Ancestry, and MyHeritage.

At 23andMe

23andMe is not a genealogy company. That said, if you can figure out how people are related to you, you might be able to obtain a partial haplogroup for an ancestor. 23andMe shows both Y-DNA and mitochondrial DNA haplogroups to autosomal matches, but there is no Y-DNA or mitochondrial DNA matching, or associated tools.

23andMe caps matches without a subscription at only 1,500, and they don’t support trees, so I struggle to find useful haplogroups without an associated surname.

Browsing or searching your 1,500 allowed matches (you can have around 5,000 with a subscription) for a particular surname may provide you with an abbreviated haplogroup for both male and female ancestors.

Despite my best efforts, while my maternal grandfather’s mother is not unknown, nor are her ancestors for several generations reaching back into Germany, I’ve been unable to find her mitochondrial haplogroup. Evaline Miller (1857-1939) was born and died in Kosciusko County, Indiana, where she married Hiram Bauke Ferverda, an immigrant from the Netherlands.

Ferverda is an unusual surname, so let’s use it for our example. Thankfully, I’m not dealing with something like Smith.

I entered Ferverda in the 23andMe search bar and it shows four results, two of which are in the 2C-3C range, and one that’s further distant.

I already have the Ferverda Y-DNA, so I don’t need that, but I do need the mitochondrial DNA of Eva Miller Ferverda, and I really don’t want to sift through Miller surnames.

I know who Mr. Ferverda is on my match list, and which ancestor we share. His mitochondrial DNA is not Eva Miller’s.

Fortunately, I know who Eva’s parents were, as shown above on my MyHeritage tree, so I can search for Ferverda, Miller, Lentz, Ruhle, Wolflin, and Heubach, several of which are unusual. Reaching back into Germany is difficult.

It’s likely I match all four of those people at 23andMe through a common lineage that descends from either Hiram Ferverda, Eva Miller, or both. Let’s see what I can put together.

Emily is estimated to be a 2C2R. She is younger than I am based on the birth year she provided in her profile which I am not showing for privacy reasons. Emily also stated that her maternal grandmother was born in Warsaw, Kosciusko County, Indiana, and provided family surnames that include Ferverda, Miller, Glant, Zimmermann, and others.

Kosciusko County is where Evaline Miller lived with Hiram Ferverda, and their daughter, Margaret, married Chester Glant. Margaret Ferverda Glant’s daughter, Joyce, was born in Kosciusko County and married a Zimmerman.

But now, I was stuck. That’s all I had in my desktop genealogy software.

I shifted to Ancestry, where I discovered a death certificate and other information that provided what I needed to close the gap.

This information confirmed Emily’s statement that her maternal grandmother was born in Warsaw, Kosciusko County, Indiana.

Therefore, drum roll…Emily carries Eva’s mitochondrial DNA haplogroup, which is T2b.

Let’s move on to the other two matches, both of whom carry haplogroup T2b.

Ian’s maternal grandmother’s birthplace is Leesburg, Kosciusko County, Indiana, and his surnames include both Ferverda and Robison.

Eva Miller Ferverda’s daughter, Chloe Ferverda, married Rolland Robison and had a daughter, Charlotte, whose daughter married a man with Ian’s surname. Their information allowed me to connect the dots appropriately. Ian’s mitochondrial haplogroup is also T2b, which confirms Eva Miller’s mtDNA haplogroup through a second child.

Shirley, the third match who carries haplogroup T2b, also shows the surnames of Ferverda and Robison, and tracks back matrilineally to Eva Miller.

In spite of the many challenges at 23andMe, and thanks to the rare surname of Ferverda, I’ve identified Eva Miller’s partial haplogroup, but not her full haplogroup. A partial haplogroup is much better than nothing and gives me something to work with.

I checked at Ancestry, MyHeritage and FamilyTreeDNA to see if any of those three people have tested there and have trees. Indeed, Ian tested at FamilyTreeDNA and I had corresponded with him and made a note that he is a matrilineal descendant of Eva Miller Ferverda, but he has not taken a mitochondrial DNA test there.

We know that if Emily, Ian, Shirley, or another appropriately descended person were to take a full-sequence mitochondrial DNA test, we would learn a LOT more about Eva’s mitochondrial DNA. If I can’t locate someone who has already tested, I’ll reach out to these people at 23andMe and offer a scholarship for a full-sequence mtDNA test.

It’s ironic that at the most restricted and least likely testing company, I found three people descended from Eva Miller. Hope springs eternal.

Unfortunately, T2b was formed about 8450 years ago and is a very broad haplogroup made up of many subclades, but at least I have something now – and this partial haplogroup may be just the seed I need to lead to more.

Now, let’s move to FamilyTreeDNA and hope that someone there has already taken the mtFull test.

At FamilyTreeDNA

There are multiple ways to find the Y-DNA or mitochondrial DNA of your ancestors at FamilyTreeDNA.

Project Search

You can search for surname projects along with other types of projects.

On FamilyTreeDNA’s main page, without signing in, scroll all the way to the very bottom footer where you will see the Group Projects link.

If you’re searching for a surname, enter that surname in the search box.

The next screen shows projects that people with the Estes surname, including females, have joined. This includes all types of projects and does NOT mean that these projects are relevant to your line, but it does include two surname projects you may find useful.

Scrolling down shows you how many people with the surname of Estes have tested. Keep in mind that some will be females, some use married names, and sometimes people use an alias, so they aren’t included in this count.

Surname projects for females aren’t terribly helpful since the surname typically changes in each generation, at least in Western cultures.

You can also search for keywords, such as Acadian. If you know that ancestral line is Acadian, you may find clues there, including descendants of your brick-wall ancestor.

Group Project Time Tree

Many Group Projects at FamilyTreeDNA have enabled the Y-DNA Group Time Tree feature. When visiting the project, if the administrator has the Group Time Tree enabled, click on that link under the DNA results tab.

The Group Time Tree is a genetic tree of Y-DNA testers within that project based on the groups created by the project administrator.

The groups constructed by the administrator are shown at left, the Time Tree in the middle, and the testers with their EKAs and country of origin flags at right. I’ve added the red text to reflect the Estes genealogical lineage.

Based on the timeline at the top, you can see how closely these Y-DNA testers are related in time. Each haplogroup shown represents a different branching genetic lineage – breadcrumbs at work. If you are a genetic Estes male who descends from the Estes family that originated in Kent, England, and you take the Big Y-700 test, you’ll be a member of R-BY482 or its descendant haplogroups.

Keep in mind that not all testers join group projects, so it’s likely that there will be matches on your match list that aren’t here. Furthermore, only Big Y testers appear on any Time Tree.

The Group Time Tree is public, but when you sign in to your account and click on the Match Time Tree from your account, you’ll be able to view more, including testers’ trees and WikiTree connections if your matches have connected themselves to WikiTree.

Click to enlarge

I’ve converted the Estes genetic tree into a genealogical tree in a spreadsheet based on the trees of DNA matches. I’ve also included STR testers, because they are good candidates to upgrade to Big Y tests, and they are shown in the Estes Group Project. They can’t be included in the Time Trees because they don’t have the SNPs discovered with the Big Y tests. Please note that not all testers were included in this spreadsheet.

You can follow the paths of the various haplogroups. All of the red-background, black-outlined cells are Big Y-500 or Big Y-700 testers. The Big Y-500 was obsoleted several years ago in favor of the much more informative Big Y-700 test, which reveals additional haplogroups because it tests more of the Y chromosome. I’m still hoping that people will upgrade, although some testers are deceased and can’t.

The Big Y-500 tests with red stars are candidates to be upgraded to the Big Y-700 to potentially receive a more specific haplogroup. The balance of the tests in red cells are Big Y-700 tests, which identify several additional Estes haplogroup paths.

Let’s look at an example.

Beginning at the top, we know that R-BY482 is present in Nicholas Ewstas, born in 1496 in Kent, England, because all of his descendant testers carry that haplogroup too. Additionally, three generations later, in Silvester’s generation, he developed the additional mutation named R-BY490. We know it developed in Silvester’s generation for two reasons:

  • The descendants of Silvester’s brother, Robert, born in 1603, do NOT carry R-BY490. Robert’s son Matthew’s descendants only carry R-BY482.
  • The descendants of both of Silvester’s sons, Richard (pink column) and Abraham (the entire green row), all carry R-BY490.

All of the descendants of Silvester’s son, Abraham, born about 1647, the Virginia settler, who have taken the Big Y test carry R-BY490. Additionally, descendants of several of Abraham’s sons, color-coded columns beneath the green row, have developed additional haplogroups. Several more testers would likely have new haplogroups if they took the Big Y-700 test. A new haplogroup requires at least two men with the same unique mutation (breadcrumb), in addition to R-BY490 (in this case), to identify a specific lineage and assign it a new haplogroup name.

Abraham’s son, Moses Estes, born in 1711, is a good example. We know that Moses developed the mutation R-ZS3700 because four of his descendants have taken the Big Y-700 test and have that mutation that is not found in Moses’s brothers’ lines. All four Moses descendants carry R-ZS3700, and two, in the James Carroll Estes line, have developed an additional mutation, haplogroup R-BY154784.

Until Big Y testing became available, descendants of the R-BY154784 lineage didn’t know where they fit in the Estes tree, because the connecting genealogical records between Missouri, where their ancestors are found, and Virginia, where they came from, were missing.

Therefore, if you don’t carry the Estes Y-DNA, but you can find your ancestral line in projects, you can potentially do two things:

  1. Identify the specific lineage to which you belong, especially if you have access to your relative’s test results, including matches and trees.
  2. Without matches, you may still be able to identify at least some haplogroup levels, such as R-BY482 or R-BY490, which opens the door to:
    • Using autosomal results to find matches with Estes-specific haplogroups
    • Using Discover to utilize the dozen+ public reports available for everyone
    • Asking people to upgrade

While I’ve been using the Estes DNA results because it’s a project I administer and the one with which I’m the most familiar, this same approach works for mitochondrial DNA as well, especially if you can identify your ancestor’s DNA in a project.

Finding Projects in Discover

The public version of Discover provides surname and project searches as well, but works a little differently.

Select Group Project and enter the term you wish to search for.

Clicking on the project takes you directly to that project’s Group Time Tree where you can identify your ancestral line.

People who have tested at FamilyTreeDNA can join projects. Many projects accept autosomal testers who descend from that family line.

To join projects, sign in, then from your home page, click on “Group Projects” in the header, and make your selection.

Search for Surnames in Family Finder Autosomal Matches

Now that you’ve identified your ancestor’s haplogroup, you can use that information to find, rule in, or rule out various people in your Family Finder match list as your ancestors’ haplogroup carriers.

FamilyTreeDNA displays the haplogroups of your autosomal matches who have taken the:

The Family Finder test doesn’t test either the Y chromosome or mitochondria fully, but it target-tests a selected number of non-autosomal haplogroup-defining locations. The haplogroups that Family Finder identifies are typically midrange, meaning they are from roughly 2,000 to 5,000 years old. Furthermore, different tests on different chips at different times didn’t always test the same locations. This relatively new Family Finder haplogroup feature is free.

Uploaded DNA tests from other vendors may or may not receive a haplogroup, but regardless, it will NOT be displayed to their matches. Not all other vendors test or include Y-DNA or mtDNA SNP locations in their upload files, and your mileage may vary widely.

My cousin David has taken the mtFull test, so his mitochondrial haplogroup is the most refined possible, but his Y-DNA haplogroup of R-L151 was derived from his Family Finder test. Haplogroup R-L151 is about 5,000 years old. If I needed his haplogroup, it’s useful to rule out other major haplogroup branches that might be found in other men by the same surname. Plus, I can learn quite a bit from Discover.

Haplogroups are displayed in your Family Finder match list for everyone who has taken a Y-DNA or mtDNA test, but currently, only Y-DNA haplogroups are provided for Family Finder results. Midrange mtDNA haplogroups are planned for sometime in the future.

There are several methods to search for either a specific surname or haplogroup within Family Finder matches.

Let’s use my Ferverda/Miller/Lentz haplogroup T2b revealed at 23andMe. That haplogroup would almost assuredly be broken down further with full-sequence testing, and it might have been renamed as a different subgroup of haplogroup T in the new Mitotree.

Let’s begin with searching for haplogroup T2b.

The search bar allows users to select Name, Ancestral Surname, mtDNA Haplogroup or Y-DNA Haplogroup.

You’ll notice that there are a total of 59 results that include T2b as a part of the haplogroup. The mitochondrial lineage I’m seeking is my mother’s paternal grandmother, so the matches should be on my mother’s side, although there is no guarantee I don’t match someone autosomally on my father’s side too.

I checked the trees of all 59 people in the T2b category, and unfortunately, none descended from the line I need.

If you change search terms or categories, be sure to clear your filters.

Under the Filter option, you can filter for several options in addition to searching.

For our next example, I’ve selected both the Big Y-500 and Big Y-700 tests, and searched for Ferverda.

I already have the Ferverda Big Y-700 haplogroup, but if I didn’t, I would now!

Don’t forget that you can sort by any number of fields, and you can download your entire match list into a csv file. I find that easier because I can search, sort and filter at will.

Don’t forget to check back from time to time as more matches are added.

Utilizing Haplogroup Projects

Under the Group Projects header, or by Googling for a haplogroup T2 (or T, or T2b, etc.) at FamilyTreeDNA, you can view the haplogroup T2 project, and filter for haplogroup T2b or any subclade.

Be sure to expand the project’s page size to display the entire project. It defaults to displaying 25 rows at a time, but you can see the number of pages at the bottom of the page. I expanded the page size to 5000 so that I can use my browser search for known surnames in the mitochondrial line.

By using my browser search and searching for each known surname by generation, I searched for Ferverda, Miller, Lentz, Ruhle, Wolflin and Heubach.

I was VERY excited for a minute when I found a Lydia Lentz listed as a tester’s EKA.

Because the female’s surname changes in every generation, there’s only one family in this lineage that Lydia Lentz could have been a member of to represent the mitochondrial DNA of Eva Miller whose mother was Margaret Elizabeth Lentz.

So, the question is whether or not Lydia Lentz is the sister of Margaret Elizabeth Lentz.

Shifting to my desktop software, it’s easy to see that Jacob Lentz and Johanna Frederica Ruhle had four Lentz daughters who lived to marry and have children. None of those daughters were named Lydia, so the Lydia Lentz EKA in the haplogroup T2 project is not representative of Eva Miller’s mother and grandmother.

Margaret Elizabeth Lentz is Eva Miller’s mother, and I had already searched within the project for Miller. I added Yost, Gallagher, and Overlease to the browser search in the haplogroup T2 project with the hope that someone might have listed a woman with one of those surnames as their EKA, but no such luck.

Not everyone joins projects, or provides their earliest known ancestors, but I didn’t find the surnames of any of the females in my known line here.

Let’s see if Ancestry can help.

At Ancestry

Ancestry doesn’t do Y-DNA or mitochondrial DNA testing, so you won’t find your ancestors’ Y-DNA or mtDNA at Ancestry, but their trees can help you find testers.

Let’s shift to Louisa Drechsel, one of the daughters in the Mehlheimer/Drechsel line we were working with earlier that needed more research.

I looked at the hints for Emma Louisa Drechsel, who was always called Louise or Aunt Lou in my family, and discovered another Ancestry member with Emma in their tree.

I clicked through to the tree to discover that the tree’s home person does not descend from Barbara matrilineally, which means they are not a candidate for Barbara’s mitochondrial DNA.

I then clicked on the tree owner’s name to see whether they happen to be an autosomal DNA match to me. They are not. Without messaging them, there’s no way to know whether they have taken a DNA test, and there’s really no point since they are not a mitochondrial DNA candidate.

While I’m at Ancestry, I’m going to check ThruLines to see if anyone who is an autosomal DNA match to me also descends matrilineally from Barbara. There are no autosomal matches shown who have our common ancestor in their tree, and who are mitochondrial candidates.

Remember, a male between the ancestor and the testing candidate always blocks the mitochondrial DNA path.

These people are all autosomal DNA matches.

There may be descendants who either aren’t DNA matches or who haven’t tested who might be mitochondrial candidates. They can be located by checking Ancestry’s trees for our common ancestors and determining how the tree owner relates to that ancestor, if they do.

Compare Trees is New

Ancestry recently introduced “Compare trees”, a new beta feature. It may not be fully rolled out to everyone yet, and because it’s in beta, the feature may change.

To access this feature, go to your tree, not their profile card.

I clicked on Barbara Mehlheimer’s link in my tree, which displays this little mini-profile. Then click on “Compare trees” at the bottom.

Ancestry displays your tree, at right, and the other tree, at left. You can select another tree to compare at top right.

Ancestry’s comparison only shows a total of three generations – the selected person, their parents, and their children.

The person I actually want to follow is Louisa, but if you click on Louisa’s card here, it simply compares the two Louisas – it doesn’t shift down a generation.

This means that to follow more recent generations, you have to go back to your tree, select someone further down in the tree and repeat the process.

This process is cumbersome, but doable thanks to the new Compare Tree function. I’ll come back to this after checking the rest of the “easier to harvest” fruit from other resources. Remember to make notes in your research journal so you don’t forget where you left off – although trees are always changing.

MyHeritage has one of my favorite tools.

At MyHeritage

Recently, MyHeritage has begun providing midrange Y-DNA haplogroups for some of their DNA testers. If you’re one of the lucky testers, you can use the free Discover tool to learn about your haplogroup, but a haplogroup alone won’t help you much with genealogy. You need matching and advanced tools for that.

Unfortunately, you can’t see the haplogroups of your matches, so you can’t search or filter using that criterion. You can, however, ask any men with the surname you’re seeking if their haplogroup is displayed.

Cousin Finder

MyHeritage has an ingenious tool called Cousin Finder that I wrote about here. Cousin Finder helps you find cousins who share common ancestors with you, regardless of whether or not you are a DNA match.

MyHeritage found 531 people in their database that share ancestors according to both their and my trees.

This list of matches doesn’t page; it scrolls, so I made a spreadsheet of the people who are relevant to my search for my brick-walled ancestor. Scrolling becomes difficult and very slow as you proceed down the list. I didn’t want to have to do this twice.

You can improve performance by using the relationship side filter. Because your ancestors match, MyHeritage knows on which “side” of your tree your common ancestor is found.

At this point, I’m interested primarily in identifying Y-DNA or mitochondrial DNA candidates for a specific ancestor.

Using the Drechsel/Mehlheimer line as our example, I’ll search on my mother’s mother’s side.

We already met Patty at WikiTree, but let’s pretend we don’t know Patty. I can click on “View her tree” to see Patty’s whole tree, or I can click on “View Relationship,” which shows how we are both related to our common ancestor.

As we know, for mitochondrial DNA, any male in the line between the ancestor and the testing candidate blocks the mitochondrial DNA path. Patty inherited her mother’s mtDNA, not her father’s.

I didn’t forget about Eva Miller Ferverda either.

I searched for cousins who descended from my mother’s father’s side to find mtDNA candidates for Eva Miller and didn’t find any. But I did find an entirely unexpected bonus.

My mother’s father’s line shows all the connections on that side. While clicking through each one, I quite serendipitously discovered a mitochondrial DNA candidate for Eva Miller’s husband’s great-grandmother, Anna Elizabeth Jonker, AND, separately, a potential Camstra Y-DNA tester too. Oh, happy day!

It was only later, while working on my genealogy for Frederica Ruhle and hoping to discover where she actually lived in Pennsylvania, that I discovered that MyHeritage has put a Cousin Finder link in each ancestor’s profile.

Who doesn’t love a pleasant surprise?!

You no longer need to sift through all of your cousins on a particular side, but remember, had I not done that, I wouldn’t have found either the mitochondrial descendant of Anna Elizabeth Jonker nor the Camstra Y-DNA candidate.

At FamilySearch

FamilySearch is more challenging and is best for fleshing out trees where not much research has been done. Remember that FamilySearch has access to records that are not available at either Ancestry or MyHeritage.

FamilySearch is a one-world tree. Like all trees, it’s subject to errors, so caution is always advised.

At FamilySearch, from your profile card in the tree, locate the ancestor whose Y-DNA or mtDNA you seek.

Then click on that person. Their profile card will pop up. Click on “Tree,” then, at the top right, select Portrait.

Now you can expand their children downward. Note that the little “two people” in the top left corner of the profile card means there are multiple spouses. The only way to view all of the children is to click on that person’s placard, then select the alternate spouse.

Living people have no placeholders on this tree.

You can contact contributors who provided information on a profile in the tree.

Click on the source provider’s name to see if they are related, and click on the little tree icon to see how.

However, once a year, there’s a great way to contact interested descendants.

Relatives at RootsTech

RootsTech is the largest genealogy conference in the world, and it’s sponsored by FamilySearch.

About six weeks before RootsTech takes place each year, and for about a month after, you can participate in Relatives at RootsTech.

During that time, you can select an ancestor and see which other people who have signed up for RootsTech also descend from that ancestor. I wrote about how to do that in the article, Relatives at RootsTech Reveals Cousins and Provides DNA Candidates. I almost always find someone who descends from an ancestor whose Y-DNA or mtDNA I need for my tree.

It’s a wonderful opportunity to meet new cousins and collaborate.

At GEDmatch

GEDmatch is an autosomal DNA upload site that offers a variety of matching and display options. While they don’t attempt to calculate a haplogroup, uploaders can enter their mtDNA and Y-DNA haplogroups, if known.

GEDmatch isn’t normally a resource we think of for either Y-DNA or mtDNA, but it can be useful under some circumstances.

In the One-To-Many limited free version and the Tier 1 subscription model, you can view haplogroups if someone has entered their haplogroup name, but you can’t filter without the Tier 1 version.

I filtered for haplogroup T2b and found one person in the match list with haplogroup T2b4. I then viewed the GEDCOM that this person has also uploaded, but they do not descend from Eva Miller Ferverda’s line.

GEDmatch isn’t built for haplogroups, but sometimes, if you have a known haplogroup that isn’t terribly common, you can catch a lucky break there.

Where AM I?

OK, so where am I in all of this?

I feel like I’ve searched the corners of the earth!

I’ve primarily used two examples.

  • My own mtDNA line which is the Drechsel/Mehlheimer line that I chose because it’s a great example that I knew well.

If I had actually been searching for a testing candidate, we would easily have eliminated several possibilities. Five female lines remained as possibilities that need additional research, plus my own test if someone were actually searching.

  • Then there was Eva Miller Ferverda (1857-1939), whose partial haplogroup, T2b, was discovered at 23andMe in three matches. I was able to reconstruct their trees, confirming that this was her line, but I was unable to find any testing candidates elsewhere.

Each of the DNA testing and genealogy vendors provides a way to communicate with other users of their platform.

  • At both 23andMe and MyHeritage, you can message through their platform.
  • At FamilyTreeDNA and GEDmatch, you can email your matches.
  • At WikiTree, you send an email through their platform to the profile card manager.
  • At FamilySearch, you cannot see placeholder cards for living people, so you need to check to see if people making changes to that ancestor’s profile are related. Then check their children closest to the present day for the same information. You can message through the FamilySearch platform.
  • During Relatives at RootsTech, you can message your cousins through their platform. The great thing about these folks is that you know they are interested and engaged, because they’ve just signed up for RootsTech.

Communicating With Testing Candidates

I’m fortunate that there are three mitochondrial descendants of Eva Miller Ferverda at 23andMe, one of whom is also at FamilyTreeDNA. I will message or email all three of them individually with a short, customized message that contains:

  • How I am related to our common ancestor.
  • A question about whether they have taken the mtFull test, or any test, at FamilyTreeDNA. If they have taken any test there, it’s easy to upgrade.
  • A sentence about how FamilyTreeDNA was the original genetic genealogy founder of this industry and the only company to offer the full mtDNA and Y-DNA tests.
  • Why they can benefit from taking the mtFull test and how it can help us learn more about our common ancestor.
  • An offer for a full-sequence mitochondrial DNA testing scholarship if they have not already taken that test.
  • I ask if they are interested and provide my email in case they have questions or want to discuss further.

Depending on how much space I have for the message, there are two articles I often provide links to in case they are unfamiliar with either Y-DNA or mtDNA testing.

  1. 4 Kinds of DNA for Genetic Genealogy is a very basic article for people who might be unaware that there is any type of DNA testing other than autosomal. This is often the case with Ancestry.
  2. The article Mitochondrial DNA A-Z: A Step-by-Step Guide to Matches, Mitotree, and mtDNA Discover is an in-depth article about using mtDNA. This is a wonderfully educational how-to article, but I always hesitate before sending this one because I don’t want their eyes to glaze over.

Scholarships

I gladly and eagerly offer scholarships for both Y-DNA and mtDNA testers from lines I need to represent my ancestors.

I equate scholarships to finding a rare out-of-print book about that exact family line, with only one or two copies still in existence, and only one accessible in a rare book shop in Podunk, Idaho. I would book a flight tomorrow at 5 AM to go and pick it up in person even if I had to eat beans and hot dogs for the next six months to pay for it. If you know me, you know I’m not kidding! I’ve gone on many wonderful road trips to meet with and collect DNA samples from cousins.

A Y-DNA or mtDNA test doesn’t cost nearly as much as that excursion and is even more reliable, because we know the DNA results are accurate – assuming the tester’s genealogy is accurate, which you should verify, and no undocumented adoptions or broken lineages have occurred.

Good luck on your treasure hunt!

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FOCUS: Step 1 – Seven Solutions for DNA Matches with Absent or Shrunken Trees

This is the second article in the FOCUS series.

You can read the first article, FOCUS – A New Series Focused on Breaking Down Brick Walls, here.

DNA matches without trees, or bare-bones shrunken trees, can be a significant roadblock whether you’re looking at autosomal, Y-DNA, or mitochondrial DNA matches. To help resolve that issue, I’ve listed seven ways you can create or expand those trees. Not every methodology works every time, but none will work if you don’t invest the effort to try them.

I’ll probably say this in every article because it bears repeating. Everything we are working with is a hint. Breadcrumbs along the way. Sometimes they lead to the next wonderful breadcrumb. Sometimes to a dead end. Sometimes they look like useful breadcrumbs, but they are red herrings and not relevant. And sometimes they are simply wrong. Do not throw the baby out with the bathwater. Also, do not think every hint is accurate, because they aren’t, and many rely upon other people.

Our goal in the FOCUS series is to accrue evidence from multiple sources, tools and methodologies that leads us to our ancestor. So let’s start with trees.

Trees, Trees, But Not Everywhere

DNA testing relies on trees to identify our common ancestors, at least with matches beyond the closest generation or two.

This is true at all vendors, which is why all of the main vendors, except 23andMe, integrate with or provide trees as part of their platform.

Because we need to work with trees for all types of DNA testing and matching, I’m going to share various ways to overcome partial trees or even no tree at all. I’m intentionally using examples from multiple vendors throughout this series.

23andMe is omitted in this article because they don’t support trees, although testers can include a link to a tree elsewhere.

GEDmatch is omitted in this article because they are not a testing company. They are a DNA upload and matching site, so everyone at GEDmatch has tested elsewhere and probably has a tree there. You can upload a GEDCOM file to GEDmatch, though, so it never hurts to check and see if your match is there too.

Some of these techniques are vendor specific, and others can be applied broadly.

What Is a Shrunken Tree?

A shrunken tree is a small tree in which your DNA match has included only a few people. Small or missing trees tend to frustrate genealogists – a lot. I remind myself that these folks maybe seeking their family or new genealogists, trying to piece their tree together themselves.

This is a tree provided by one of my matches. Their mother is deceased, but it’s recent enough that I’ve chosen to obfuscate her name as well, and it’s not relevant to the next steps.

There’s not a lot to work with here, but as it turns out, there’s enough.

Based on this tree, we have no idea where in their tree our Most Recent Common Ancestor (MRCA) is found, so let’s look at a few ways to indirectly expand their tree in order to find our common ancestor.

Step 1 – Check Your Own Tree

I know this sounds like a “duh” moment, but always remember to check your own tree to see if you’ve expanded that branch to include your match’a ancestors and completely forgotten about it. I maintain my primary tree on my computer with lots of notes and information that I’m not comfortable uploading to a public space. I maintain smaller public trees with a couple thousand people at both Ancestry and MyHeritage, along with a link to my ancestors at WikiTree.

If your match is a female, they may be using a married surname, so always keep that in mind. I try their complete name first. Then I search for their surname to see if it’s a “married-in” name – and cross my fingers that it’s not Smith. If they have any ancestors in their tree, I try their oldest generation next.

Step 2 – Reach Out to Your Match

Every vendor provides some way of communicating with your matches. You can either message or email, depending on the vendor, and your match may be very willing to share more about their genealogy. They may have a better tree elsewhere that they will share with you, or may know more than is in their tree.

An Ancestry survey showed that about 53% of Americans can’t name all four grandparents, and only 47% can correctly name all four. Only 4% can name all eight great-grandparents. In the Rolland tree, the tester knew more about their mother’s side, and only knew the first name of their paternal grandmother.

So while shrunken trees are exasperating, they are probably more normal that we think, and we all have to start someplace. Your match might well appreciate some help.

Step 3 – Check Other DNA Testing Sites

If your match has a real name (meaning not just initials or something indecipherable), such as Heather Jacobs (made-up name), who is predicted to be your third cousin and shares 100 cM of (unweighted) DNA at one vendor, sign on to your accounts at the other vendors and see if Heather is a match there.

You’re looking for a Heather, or maybe HJacobs or something similar, who’s approximately a 3C with roughly the same amount of shared DNA. The exact relationship prediction may not match, but it should be close, and the amount of shared DNA may not be identical either. If it varies substantially, it may not be the same person, so exercise care.

Every vendor provides the ability to search for matches by name, and if you can’t find them by name, begin paging until you reach matches at the approximate predicted relationship level. In Heather’s case, that’s third cousins. Beyond third cousins, this paging technique quickly becomes too laborious.

At Ancestry

Only one vendor, Ancestry, “downweights” your DNA with your matches, meaning that they may remove some amount of DNA that they consider “too matchy.” In my case, this is often DNA from my Acadian lines, which collectively forms pileup regions. This does NOT mean those aren’t useful, but that’s not relevant for this discussion other than to alert you that you need to check both the assigned amount of DNA and your unweighted shared DNA with a match when you’re trying to verify that the match is the same person at two vendors.

Assuming you find “HeatherJ” at Ancestry, you’ll want to verify that it’s the same person as Heather Jacobs at the other vendor.

Is your amount of shared DNA roughly the same?

Click on the relationship link to view the amount of unweighted DNA. In this case, weighted and unweighted is the same, and Heather Jacobs matches you with 100 cM at the other vendor.

Heather has a public tree here, and it’s the same size. It’s probably the same person, but check anyway.

Heather’s tree at Ancestry is exactly the same as it was at the other vendor, so this confirms it’s the same person.

There’s an important hint here, and let me emphasize the word HINT.

While Heather’s actual 15-person tree does NOT extend to our common ancestor, Ancestry has pieced together other trees that include and extend beyond her ancestors to show my (purported) common ancestor with Heather. Click on Common Ancestor, which takes you to ThruLines.

This new version of ThruLines has now replaced the older version. Unfortunately it does not show Heather’s path back to our common ancestor, Hiram Bauke Ferverda.

Click on “View all ancestors” in the upper left-hand corner.

Click on any image to enlarge

After clicking on “View all ancestors,” click on Hiram Bauke Ferverda to see the DNA matches who descend from him. Despite what Ancestry provided under my “Common ancestor” with Heather, she isn’t shown anyplace here. This could be a bug, given that I later confirmed this common ancestor using other techniques.

Regardless of the problem, this IS a hint, so don’t disregard it entirely. Just keep your “skeptic” hat handy and wear it liberally. You’ll need to use Ancestry searches and hints, including possibly Quick and Dirty Trees, to piece together the possibilities.

Make a note on Heather’s match at Ancestry so that you know what you found this time through. We’re not done with Heather. Move on to another vendor to see if Heather has tested and has a better tree elsewhere. We’re gathering evidence.

At MyHeritage

Heather is not at MyHeritage, so I’ll use a different example.

Let’s look for Cathy, a 3C match who has no tree at another vendor. I found her at MyHeritage with the same first and last name and approximately the same amount of shared DNA, so I’m confident it’s the same person.

Fortunately, at MyHeritage, Cathy has a tree, which is the first step, of course, but no common ancestor is shown in her tree.

MyHeritage has a wonderful feature called Theory of Family Relativity which are often based on “Smart Matches.” Click on “View theory.”

Click to enlarge

MyHeritage has found five possible paths to a common ancestor based on multiple documents and trees. In this case, Surrilda Claxton in my tree is the same person as Surelda Clarkson in Cathy’s tree, and MyHeritage made that connection correctly.

I confirmed this Theory at MyHeritage as accurate, and now I know how Cathy at the other vendor with no tree is related to me. I made a note about Cathy at MyHeritage on my match with Cathy at the other vendor too about our common ancestor AND where Cathy’s tree can be found. Add Cathy to her proper place in your trees.

Step 4 – Sleuth at the Same Vendor

At FamilyTreeDNA, when I find a match with no tree, I do two things.

Looking at Patricia’s profile, I immediately see that she has been assigned to the maternal side of my tree. I’ve linked other known matches which allows FamilyTreeDNA to use triangulation to assign Patricia to the proper side.

Then, I notice that even though Patricia doesn’t have a tree, she has provided her ancestral surnames.

Clicking on “View Details,” I can see if any of them match my surnames, or I can view all of her surnames.

Given that this is my mother’s side, these shared surnames give me an idea of a shared lineage.

Next, look for your closest shared match WITH a tree. Clicking on the two little people at far right displays your shared matches which are labeled “in common with.”

I share 122 matches in common with with Patricia, and our closest shared match, other than my mother who is not shown here, is Dennis. Dennis happens to be a known relative, which is why he already has a note.

But for purposes of this exercise, let’s say that I haven’t already figured out how Dennis and I are related. Viewing Dennis’s tree, I see that our common ancestors are Anthony (Antoine) Lore and Rachel Levina Hill. Hmmm, Hill is on Patricia’s list of surnames.

Sleuthing at the same vendor is MUCH EASIER when your matches have at least a couple of generations in a small tree. Having no tree is the most difficult situation at every vendor, but there are multiple ways to begin building a tree for your DNA match, or to expand a shrunken tree.

Step 5 – Google Is Your Friend

Google is your friend. Google cannot reach behind paywalled sites, so you won’t find records other than records from free indexes at Ancestry or MyHeritage in Google searches, but you will find information about people from other genealogy sites.

Let’s go back to Rolland Robison who died in 1963 and his wife, Chloe. And let’s also consider that his surname is often spelled RobiNson. We know from our match’s tree that Rolland’s wife’s first name is Chloe.

Look closely at the search box in the image below. By structuring the query as “rolland robison died 1963 wife chloe”, we combine a full name, a specific vital event year, and a spouse’s first name. This gives Google just enough precise detail to hopefully filter out (most) noise.

That’s interesting. It looks like Rolland can be spelled two ways too.

Not only is there an article (yes, I wrote about this previously), BUT there’s also an obituary and estate distribution in a local newspaper that I have never seen before.

Rolland’s wife’s birth surname is given in his obituary, even though her first name is misspelled. This is the link I need to establish our common ancestor, because Chloe is my grandfather’s sister.

Google can provide you with important links to information and articles that are not yet in genealogical databases, such as:

  • Facebook accounts for individuals: Useful for finding the tester, relatives or family connections.
  • Facebook groups and pages: Forums that contain local historical information and shared community memories.
  • LinkedIn & Instagram accounts: Social footprints that often reveal professional histories, geographic locations, and birth surnames.
  • Mentions elsewhere: Local newspaper archives, digital press releases, and published legal notices regarding estate partitions or land records.
  • Obituaries: Printed family notices that explicitly list surviving family names and relationships along with the Legacy.com tribute archives.
  • Public websites & genealogy blogs: Independent sites where genealogists sometimes publish deep-dive ancestral lineages. Always verify.

Google also provides an easy way to find free resources in public databases without having to search each one individually, including:

  • Collaborative family trees: WikiTree, FamilySearch, and Geni trees.
  • Cemetery registries: FindAGrave and BillionGraves.
  • Digital libraries: Internet Archive and Google Books, which hold a vast assortment of historical information like out-of-print town and county histories.
  • Open-Access portals: The Library of Congress (LOC) and the Digital Public Library of America (DPLA), which pulls photos, maps, and civic documents from libraries across the US.
  • Volunteer projects: Regional repositories like GenWeb.
  • Directories: Local alumni directories and digitized historical yearbooks.

Pro Tip: Resurrecting Old RootsWeb and Genealogy.com Breadcrumbs

RootsWeb was a wonderful resource for genealogists until Ancestry began systematically dismantling it in 2023.

While Google is fantastic at finding obscure text, it will occasionally point you to an old, broken RootsWeb link. Because Ancestry has frozen or removed much of the old platform, don’t let that 404 error stop you in your tracks. Copy the dead URL from Google and paste it into the Internet Archive Wayback Machine where you can sometimes resurrect the exact information you need!

The same methodology applies to the old message board, Genealogy.com.

Step 6 – Search Old Emails and Files On Your Own Computer

I know this probably sounds either ridiculous or incredibly obvious, but if you’re a typical genealogist, you probably have a quarter century of emails on your computer, not to mention reams of photos that you saved because someone gave them to you and you “might need them someday.”

I’ve never thought of myself as the family archivist, but I clearly must be, which is another name for the family packrat. Long live the packrats.

I’ve learned that I need to search all of my email folders for the names in someone’s shrunken tree. I’ve been shocked at what I’ve found there.

Don’t just search for full names. For example, Rolland Robison or Chloe Ferverda. Search for the names individually too. So, Rolland, Roland, Robison, Robinson, and Chloe. I didn’t know Chloe was a Ferverda yet when I was initially searching for her identity.

A middle-of-the-night insomnia-induced epiphany struck – “search your emails.” Who needs sleep? It’s overrated! I hopped right up, searched my emails and my computer and found even more.

As it turns out, I attended a Ferverda family reunion in 2010 where I only knew two people. Thankfully, cousin Cheryl thought to invite me, because someone brought an old photo album AND an old Ferverda family Bible. I took photos of everything in the album even though I had no idea who most of those people were and neither did the album’s owner.

Many photos had no surnames at all, or they were recorded as Mr. and Mrs. SoAndSo.

Here are “Chloe and Rolland” as they were named in the photo, with no last name or additional information.

Here are Mr and Mrs. Rolland Vincent Robison. I carelessly saved this one as Rolland RobiNson. My bad.

A search for just “Rolland” found both, which is exactly why you need to search creatively.

Finding those initially still wouldn’t have told me who they were, but I would have at least had some family context, given that a Ferverda descendant brought the album to the Ferverda reunion.

However, this article about Rolland and Chloe’s 50th wedding anniversary from that same album would have provided that missing context.

My emails revealed now-deceased cousin Cheryl referring to Aunt Chloey, but with nothing else to identify her. A search for simply “Chloe” found Cheryl’s emails.

More tidbits of evidence.

I did a very poor job of saving these images with useful names because they weren’t relevant at the time, although I did store them in a “Ferverda Reunion” folder. Now, I’m going to attach them to Chloe and Rolland’s profiles in my tree at both Ancestry and MyHeritage to make sure they don’t disappear forever.

I’m also going to send them to my match with the abbreviated tree. As Rolland and Chloe’s grandchild, if they don’t have these pictures, I’m positive they will want them.

I’m sure you’ve noticed that I got VERY squirreled during this process, but utilizing all of our resources is exactly how we make discoveries – and sometimes that includes chasing squirrels.

This is also why our research journals are important – so we don’t chase the same squirrel over and over.

Step 7 – Quick and Dirty Trees

I used the Robison example in an earlier article discussing how to build a “quick and dirty” tree. I use quick and dirty trees often because it’s the easiest way to keep track of informational tidbits from different places, including multiple vendors, during the research process.

I’ll say it again here. Quick and dirty trees aren’t meant to be public. They aren’t gospel. They are a structure for you to work through the various hints provided and to evaluate them to see if they are of sufficient quality for you to identify a common ancestor with a DNA tester who provided a minimal tree.

You can read about these investigative workbenches in the article, What is a Quick and Dirty Tree, and When Might I Need One?

What’s Next?

Have you decided which of your brick walls you’re going to focus on? Last week’s article discussed some of the criteria you might want to consider and how to prepare.

Select your ancestor, because next week, we’re going to begin using a variety of tools and techniques to track that ancestor. Bit by bit, we’re going to gather evidence that will hopefully lead to a breakthrough.

FOCUS – A New Series Focused on Breaking Down Brick Walls

When I teach about genetic genealogy, people often ask, “What’s next? How can I break down my brick wall?” Sometimes I can reply that a Y-DNA test or mitochondrial DNA will help them under specific circumstances. But more often than not, what they really need is a precise, step-by-step methodology that includes autosomal DNA and utilizes multiple tools and techniques across vendors.

Even after people have taken Y-DNA and/or mitochondrial DNA tests PLUS autosomal tests at the major vendors, we still need a methodology to work with combinations of those results. Often, the answers we need aren’t just sitting there like a pretty rock, waiting to be picked up and admired, but depend on us using the results and matches as tools to help focus our search in the right direction.

It’s more like a scavenger hunt than a single discovery.

Focus

Sometimes I feel like a fish out of water – flip-flopping from ancestor to ancestor, match to match and hint to hint, hoping that the magic bullet will fall into my lap, but that almost never happens.

By this point in my research, I’ve perused all the easy records and many of the not-so-easy ones. If you don’t have a surname, or you don’t have a first name, or worse yet, you don’t have either, how is one supposed to search for records?

The good news is that you still carry at least one record in your own body and/or the bodies of your relatives. The DNA of your ancestors.

This is where we’re going to focus our efforts – hence FOCUS, the name of this new series.

Everyone is going to select their closest, or one of their closest, brick-walled ancestors, and we’re going to use several methods and tools to focus on identifying that ancestor.

Prepare

Before I publish the next article in the series, there are a few things that I’d like you to think about and do in preparation.

  • First, there’s no guarantee that you’ll break through your brick wall during this series. You might, and you also might not. You stand a much better chance of breaking through that brick wall if you focus and follow these steps than if you don’t.

Keep in mind that even negative evidence is evidence, and just because you don’t break through right away doesn’t mean you won’t. New people test everyday and new records become available too. If nothing else, your ancestor will have more meat on their bones, and you’ll have a process to build upon.

  • Second, if your brick wall is very close in time, meaning parents or grandparents, you’ll want the already-written “In Search Of Unknown Family” series, which you can find, here.
  • Third, you’ll need to keep a research journal or log by ancestor, family or location, which will also include your other related ancestors. For example, if you’re looking for Lucy whose surname you don’t know, but you know that she married William Moore, then your research journal will apply to William Moore too, and other people including their children and either spouse’s parents and siblings, whether that was your intention or not. The neighbors are probably relevant as well.

That “it takes a village” saying is particularly relevant here. People didn’t tend to move to the next location alone, and often their community consisted of their cousins and relatives – who are also your relatives, and hold clues to the identity of your ancestor. When I’m extracting records for the Moore surname in Halifax County, VA, for example, I extract everything for that and similarly spelled surnames, not just one particular person, so I don’t have to replow that field.

Tracking and Recording Your Research

If you don’t already have a research journal methodology, I would suggest a spreadsheet.

Here’s a screenshot of two rows in my “Halifax County” spreadsheet where I’ve recorded separate rows for each person in every record. Note that I started this spreadsheet years ago and omitted some columns that I later wished I had included, like the access date.

You’ll want to record:

  • Item number beginning with 1. In the example above, the item number is 6, and it’s 6 for every person in that record. Each person in this transaction gets their own separate row, with the same item number. The next record I extracted would be item 7.
  • Access date (date you found and retrieved the record)
  • Last name
  • First name
  • State (add a column for country if multiple countries are relevant for this family)
  • County
  • Town, township or city
  • Geographic places like road or creek names (these can be VERY important)
  • Year, month and day that the record occurred
  • Record repository or source (including a link if applicable – you may want to add a separate column for the link)
  • Record type (deed, will, tax list, etc.)
  • Role of individual (buyer, seller, witness, etc.)
  • Names of additional people in the record (I retain the same item number and other information, changing the name of the person, their role and sometimes an associated comment)
  • Transcribed text of the record itself
  • Comment, which can include things like the name of an image, something about what you were searching for when you found the record, links, or anything else relevant

You will want to be able to sort and filter this spreadsheet when you are finished. Hint – be sure your date fields and formats are sortable in the way you wish. I normally use filters instead of the sort feature.

The goal isn’t just to record your findings, but to make this spreadsheet as useful as possible to make discoveries that are only available by comparing and incorporating multiple records.

For example, let’s say that you’re extracting all of the Moore records in a Halifax County, VA deed book, and you want to know how many times the surname Henderson is found in the Moore deeds or in conjunction with the Moore family. Is there a pattern? You won’t recognize a pattern from any ONE record, but you may eventually wonder if the Henderson’s are related to the Moore family, and if so, how.

You’ll also want to record nonproductive or negative evidence. For example, let’s say you searched the Halifax County Plea Book for William Moore (including More and Mohr) and found no occurrences. That’s important, because otherwise you‘ll eventually search again, so enter that as a record item.

Note that with the full text search feature introduced by FamilySearch a couple of years ago, if you extracted records from a book that did NOT include every-name indexing including property lines, creek names and witnesses – you’ll want to redo that search using the full text feature at FamilySearch. There’s often LOTS of valuable information buried in records that won’t be found if you’re only viewing records indexed by buyer and seller, for example.

Your To-Do List Before the Series Begins

The In Search Of Unknown Family Series introduces important concepts, so reading that series is your first assignment in preparation for the upcoming FOCUS articles.

Test Your DNA With the Major Vendors

It’s important to test with the major vendors. Each vendor has matches and tools that the others don’t, and we need to identify and work with as many relevant matches as possible.

If you have NOT taken an autosomal DNA test at the first three following vendors, order these tests now so you have results to work with.

  1. AncestryDNA
  2. FamilyTreeDNA – Purchase a Family Finder test or upgrade an earlier Family Finder test to the new Family Finder NGS test. You should upgrade if you uploaded your autosomal DNA file from another vendor at any time, or tested at FamilyTreeDNA directly before March of 2026. The upgrade is only $29.
  3. MyHeritage DNA
  4. A fourth vendor, 23andMe, is optional, but testing there certainly won’t hurt.

23andMe Sidebar

I have an issue with 23andMe’s policy of forcing customers to repurchase a DNA test at $199 PLUS a subscription at $149 for the first year, renewable at $69 per year, in order to obtain any of their latest tools. This happened around the time of their data breach and subsequent bankruptcy.

I would feel much better about the situation as a whole if a new owner had taken the wheel, but the original owner resigned from the 23andMe board, formed another corporation, and was allowed to buy 23andMe out of the bankruptcy that occurred on her watch.

Furthermore, 23andMe does not support genealogy trees, nor do they have Y-DNA or mitochondrial DNA testing and matching, or research records.

I have (begrudgingly) ordered an upgrade for my own 23andMe test in order to include accurate information in these articles, but I won’t be focusing on 23andMe specifically aside from any unique feature. You can apply the same concepts and techniques to results at 23andMe where possible.

Test Your Relatives

If you have close upstream relatives, such as parents, grandparents, aunts, uncles, and cousins who also descend from your brick-walled ancestor, please ask them to test too.

I explain what I’m trying to achieve, why their test is important, and offer scholarships to sweeten the pie. I view purchasing their DNA tests in the same way I view purchasing a rare research book that I KNOW includes my ancestors but it not available anyplace else.

Your shared matches are extremely important and may provide that brick-wall-breaker. Perhaps even more importantly, they will have relevant matches that you don’t.

So how do you know who to test? You certainly want to test everyone relevant, without wasting money.

Let’s look at this example where Lucy is the brick-walled ancestor I’m seeking to identify. Her children (labeled siblings) and grandchildren (1C) are all deceased, but second cousins (2C), Rhonda, Charles and Sally are all available to test. Test each of them because they will all have some different segments of DNA from Lucy that the others don’t have.

Lazarus is also a second cousin, but he’s deceased. However, William, my father (in this example, not my real pedigree), and his sister, Jane are both available to test.

You ALWAYS want to test both of your parents and every available grandparent or direct ancestor. In this example, I’ll only inherit some portion of Lucy’s DNA that my father has, but Jane, my aunt, will carry segments of Lucy’s DNA that my father didn’t inherit from Lazarus. Jane’s matches on those segments that neither my father nor I have may be just what we need to identify Lucy.

If Lazarus has other children not shown in this example, we certainly want to test them too.

If the relevant parent has tested, you don’t need to test any of their children. However, if the parent hasn’t tested, absolutely test as many of their children or descendants as possible.

In this case, Rhonda, Jane, Charles and Sally have all tested, so I don’t need to test their children. Their children can only have as much of Lucy’s DNA as their parents had.

However, if any of them had been deceased, then I should test as many of their children as I can to “gather up” as much of Lucy’s DNA as possible.

If any of the people upstream of the bold red people have other children, those children or their descendants would be testing candidates too. Ideally, you want as many descendant testers as possible to increase your chances of identifying that ancestor.

Selecting Your Brick-Wall Ancestor

I want you to be successful, so you’re going to select your closest brick-walled ancestor within certain parameters. If you have multiple brick-walled ancestors at the at the same genealogical distance, you’ll choose one to focus on.

Why your closest brick-walled ancestor? If your brick wall is 5 generations back from you, and they are 5 generations back from your DNA match as well, that means you’re dealing with a 4th cousin match.

This also means that ancestor’s DNA has been divided a total of 10 times – five times on the path of descent to you, and five times on the path of descent to your match.

A 4th cousin match is likely to be in the 35 cM range. You can view the matching ranges for various relationships at DNAPainter, here.

The entire 4th cousin (4C) matching range is 0-139 cM. You won’t match all of your 4th cousins and are likely to match only 50-70% of your 4th cousins.

That said, the average person has between 1,500 and 4,000 4th cousins. At the 4th cousin level, you have 32 ancestors, so only between 46 and125 4th cousins will descend from any given ancestor, and of those, only a few will have taken a DNA test. The more children that ancestor had that lived to marry and have children of their own, the better your chances of more matches.

The Selection Process

I’m going to be stepping through the ancestor selection process with you, discussing who is and isn’t a good candidate, and why. I’m also going to be using this same methodology to (hopefully) identify one of my own mystery ancestors too.

I have no brick walls closer than 4th cousins. If I did, I’d choose the closest brick wall. You should too in order to have the best chance of solving this puzzle. The further back in time, the more difficult the solve will be.

In my tree, I have four mystery ancestors at the 5X great-grandparent level on my father’s side, and one on my mother’s side.

Those will be the four ancestors I consider selecting. And no, before you do it, I don’t recommend working on all four of them at the same time. Remember, the purpose is to FOCUS.

  • Select an ancestor as close generationally as possible, because it’s more likely that both you and other people will carry at least some of their DNA, and the same segment(s) of DNA. Matches closer in time generally carry more total DNA in common, which means better matching and more shared matches.
  • Given that the majority of testers are from the US, and assuming you are from the US too, I don’t recommend selecting an ancestor from another country unless you are very comfortable with that language and working with those records. Generally, there will be fewer people who have tested from other countries. If you are going to work with an ancestor from another country, be sure you are in both the MyHeritage and FamilyTreeDNA databases.

My mother’s entire paternal line is either Dutch or German Brethren, and her Dutch ancestors only immigrated in the mid 1800s, so have few descendants in the databases.

My closest brick wall on her paternal line is Traut Enterlein, a German man who was named in an out-of-wedlock baptism for his daughter in Germany in 1823. He is not found in any other records in that part of Germany, so actually identifying “who he is”, even with a name, would be extremely difficult, and I have nothing to “anchor to” here.  He is eliminated as a candidate because he’s found in a country where I don’t speak the language, where fewer people have taken DNA tests, and we’ve already spent a substantial amount of time trying to identify him in the records.

Brick-walled ancestors on Mom’s maternal side are two generations further back in time. Half are German and the other half are a combination of English and Acadian.

  • Avoid both endogamy and pedigree collapse, if possible. I don’t recommend a line with baked-in challenges that will make DNA more difficult.

Acadians are heavily endogamous and often suffer from pedigree collapse since there were so few founding families in the mid-1600s. The same goes for Brethren families who immigrated in the early 1700s. Those lines are too far back generationally anyway, so they have already been eliminated, but if they weren’t, I’d eliminate them because of heavy endogamy and pedigree collapse, both, not to mention record loss.

My father’s side has much better candidates.

  • Try to select an ancestor where you have some familiarity with the location, the culture, and the records. If you have printed resources at the ready, possibly ones that are not online, that’s a plus.
  • When you’re trying to decide between ancestors, select one whose spouse you are sure of, and who has children you can document. Do you know important things about them like their religion, where they lived during specific times, and who their neighbors were? If not, take some time now to brush up on what you do know about their spouse and children.
  • Check back at all of the records vendors and resources, including Ancestry, MyHeritage, WikiTree, and FamilySearch, to see if anything new is easily available for either your brick-wall candidate or their spouse.
  • I do NOT recommend selecting an ancestral couple, neither of whom you can identify, unless you’re “lucky” enough to have no other brick-walled ancestors to choose from. It’s possible to solve this “double-blind” couple, but it’s substantially more difficult because you have no same-generation anchor.

My Candidates

I’m selecting one of my brick walls and hope to solve it during this process. Let’s run through the decision-making process so you’ll understand some of the considerations and why they weigh as factors. I wish I didn’t have so many choices, and I’d like to solve them all, but my best chance is to work on one at a time.

Most candidates are women because their birth surnames tend to easily become lost after they marry, and with their surname, their parents are lost too. Given how little we know, we have to presume (dangerous word), at least for now, that your missing female ancestor was the mother of all of their husband’s children, unless we know or subsequently prove otherwise.

Let’s review my candidates.

  1. Lucy was born about 1754, probably in Virginia, and died in 1832 in Halifax County, VA. She married William Moore between 1772 and 1774, who may or may not have been a circuit-riding minister at that time. She is found under her own name on the 1830 census, there’s an 1826 chancery suit, and I know who her children and neighbors are, so she might be a good candidate. One vote against selecting Lucy is that I don’t know where she was born, nor do I know where they were married, although there’s a very strong possibility that it took place in Halifax County. The fact that he was a circuit-rider means he could have met her anyplace. If they were married in Halifax County, their families could have been allied before arriving there. William Moore’s family came from Prince Edward County about 1770, and we know who his parents were. One good thing is that Lucy is a fairly uncommon name, but there are multiple William Moores in Halifax County, and there are two other Lucy Moores. One is her daughter, and one is her daughter-in-law. The fact that Lucy and William Moore had 12 known children, with at least 8 who married, means there is a good chance of matching at least some descendants. Unfortunately, I don’t have her mitochondrial DNA, which removes one possible tool unless I can find a tester.
  2. Jane, born about 1760 in an unknown location, but probably Virginia, was the wife of Lazarus Dodson. They moved across multiple frontiers into what would become early Tennessee, an area that sustained substantial record loss. Jane died between 1830 and 1840. There’s a lot of uncertainty about Jane’s life. She probably had at least 8 children, and we know something about six of them. Given that we already have a better candidate with Lucy, I’ll eliminate Jane for now.
  3. William Crumley’s wife, whose name I don’t know, was born around 1765 or 1770, possibly in Virginia. She was married to William Crumley around 1786 or 1787, probably in Frederick County, VA, or nearby. I do have her mitochondrial DNA and we know the family was Quaker which are both benefits. I’ve been working with a cousin who has delved deeply into Quaker records, and I have some records from a trip to the FamilySearch Library in Salt Lake City that I have not yet processed. She and William had at least 10 children who married, and I know quite a bit about them. She would probably be an excellent choice. For lack of another name, I’ve been calling her H2a1, her legacy mitochondrial haplogroup before Mitotree, but she has a much more complete haplogroup now. She would be a good candidate, and I REALLY want to identify her.
  4. Mary, wife of John Harrold (by various spellings), was born about 1750, possibly in Ireland, although it would be unusual for a first-generation Irish immigrant to end up deep in the Appalachian frontier. Mary died in 1826 in Wilkes County, NC. We know nothing about John’s background, other than he served in the Revolutionary War, in Virginia. He may have been living in Botetourt County, although we don’t know for sure, and there are multiple men by that name. Mary had at least 7 children, six of whom were married. We do not have her mitochondrial DNA. Given that we know so little about John, and we have better candidates with both Lucy, William Moore’s wife, and William Crumley’s wife, I’m eliminating Mary for now.
  5. Isabel, the wife of Michael McDowell – another couple from Wilkes County, NC. Their daughter married the son of Mary and John Harrold. Isabel was probably born about 1750, someplace in Virginia. We don’t know where they were married, but it could have been in Franklin County, VA. They lived in Wilkes County for several decades before moving on to Claiborne County, TN. We know very little about Michael’s early life, other than his Revolutionary War service, although I’ve written about him four times as additional information dribbles out. They had at least 8 children, and a deposition after Michael’s death tells us where they moved and settled, which is a very big plus. We know her first name thanks to a 1793 deed. Isabel is a reasonable candidate, but I eliminated her after comparison to the other candidates, in part because of multiple frontier moves with few records and no known point of origin.
  6. Elizabeth, wife of Andrew McKee, was born about 1767, possibly someplace in Virginia. They were in Washington Co., VA by 1789, although we don’t know where either originated. They may have married before they moved to Washington County, where we find several records. They had 14 children. Twelve are known to have married, and the other two probably did as well. We know who their neighbors were. We also have Elizabeth’s mitochondrial DNA. Unfortunately, we know nothing about Andrew McKee’s family or where he was from. However, Elizabeth is a strong candidate because so many records exist in Washington County, they had a large number of children, and many continued to live in Washington County or nearby, making them easier to track.
  7. If I didn’t already have good candidates, there’s one more ancestor I’d consider, even though James Lee Claxton/Clarkson is a generation further back in my tree, born about 1775, and his unknown parents are the brick walls. I know I just told you NOT to do this, so I won’t either, but the reason I might have considered his parents, or more specifically his father, as a strong candidate is because we have several Y-DNA matches, including Big-Y testers, and we know the ancestors of his matches came from NC. We also have many autosomal testers and matches, which would help immensely, and there’s a Clarkson/Claxton DNA Surname Project. A contiguous surname is a HUGE benefit not available with female ancestors, and I just feel that I’m SO CLOSE to solving this mystery. For now, James’s parents are eliminated because they are two generations further back in time than our other candidates, we know nothing about either of them, except Y-DNA results, and we have better candidates for this exercise.

After evaluation, I still have two candidates in the running – Lucy, wife of William Moore, and H2a1, William Crumley’s wife. I haven’t decided for sure yet, but right now, William Crumley’s wife is leading because I have an amazing collaborator along with some unprocessed records that may hold important information. I know there probably aren’t any smoking guns there, but when combined with DNA, we may well ignite that gunpowder.

FOCUS

Are you ready to focus?

Let’s get our ducks in a row.

  • Order any DNA tests you need to order for yourself and relatives now.
  • Select your ancestor.
  • Prepare your research journal by reviewing which records you’ve already researched and record what you have.
  • Refamiliarize yourself. Take a look at those results again with fresh eyes. It helps when reviewing match results to be able to view surnames in your matches trees and recall that you’ve seen that name before, and where.
  • Check to see if any new records or resources are now available.

Who do you want to find?

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The New Family Finder NGS Test Results, Comparison, and Preparation

This article is focused on two things.

  1. Comparison of my new NGS and the earlier Family Finder tests
  2. How to prepare for yours if you’ve ordered the upgrade

I compared my results from my older Family Finder test with my new NGS Family Finder test results. As an early beta tester, I have two separate tests, a strategy that is not recommended because it causes duplicate matches for people within the database. Additionally, multiple kits for one person doubles the results and could skew future ethnicity research for myOrigins.

Therefore, FamilyTreeDNA has announced very attractively priced upgrades at $29 for both:

  • People who have taken Family Finder test directly at FamilyTreeDNA
  • People who have uploaded their DNA files into Family Finder from other companies

After seeing my comparison, you may want to compare your own results when they arrive, so I’ve documented that process. Warning: this took between 4 and five days because I was working with a spreadsheet with more than 15,000 rows, and I had to write scripts to perform multiple functions. It was NOT fun and I do not recommend it.

Personally, had I known then what I know now about how reliable the new NGS test is, I wouldn’t have bothered with the comparison. However, I would have downloaded my original match list for posterity, just in case.

If you purchase an upgrade to the new NGS Family Finder, your new test results will replace your older Family Finder test results, but will preserve important account features such as linked matches, any notes you have taken, and more. That’s another reason to upgrade rather than order a separate new test. They’ve done the heavy lifting, not to mention that you’ll save about $50 when compared to the price of a new test.

Why is the New NGS Family Finder Test Better?

The new NGS test holds immense promise for the future. This includes better matching, beginning now. Essentially, FamilyTreeDNA is skating to where the puck is going to be (hockey analogy) and preparing for future tools. That future is not far away!

An amazing new set of tools is goaled for release around the end of the year. And I do mean amazing. They are being beta-tested internally now.

Dave Vance spoke about the new Family Finder NGS test at the ECGGC conference in late August, which you can view through the end of 2026 if you register for the virtual  conference, here, and watch the recorded sessions. You’re looking for the DNA Academy on Saturday evening. I can’t share specific preview slides with you as they are noted in his presentation as “not for distribution,” so my pen is capped for now.

All I can say is that after seeing what’s in store, people were literally throwing their billfold at the folks at the FamilyTreeDNA booth – and I do mean literally. “Here – take my money, please!” as the billfold went sailing. We all had a good laugh, but he was serious.

One presenter (not me, just in case you are wondering) left her credit card and a list of tests to upgrade while she was presenting.

They ran out of swab kits at the conference shortly after Dave’s presentation about what the future holds.

Additionally, you will also be treated to THE absolute best presentation I’ve ever seen about what NGS testing is, how it works, and how it compares to traditional tests, low-pass whole-genome tests, and medical-grade whole-genome tests.

You’ll be a passenger on the Genome Valley train, so climb aboard!

So, without spilling any beans, what’s so great about the NGS test?

To begin with, the older Family Finder tests won’t be able to provide everything the new NGS test will be able to offer – and those completely new tools are in active development today.

Why?

The NGS test targets over 280 million base pairs, up from the currently available 700,000.

That’s more than 400 TIMES the coverage.

This increases coverage in the human genome from about .02% to about 9%.

To quote FamilyTreeDNA, “This change allows us to deliver more precise autosomal results today while creating a strong foundation for future reports and tools.”

You can read the FamilyTreeDNA FAQ here.

Before we move on to the comparison, let’s talk for a minute about test types and uploads from other vendors.

Tests and Uploads

All new Family Finder tests purchased at FamilyTreeDNA since March 2, 2026 have been tested using Next Generation Sequencing (NGS), so the following matrix does not apply to those tests. Those tests don’t need to be upgraded.

If you sign on to your account, on the Family Ancestry dashboard, and see that your NGS button is grey, then you have not upgraded. Click on that grey button to read more and to upgrade. Right now the upgrade is $29, but I don’t know if that is a promotional price or permanent.

If you tested at FamilyTreeDNA prior to March 2, 2026, or uploaded a DNA file from another vendor, your test will fall into one of the following upgrade path categories.

Tested at FamilyTreeDNA before March 2, 2026 Uploaded and purchased the Unlock Uploaded but did not purchase the Unlock
Upgrade Path Can use sample stored in lab if enough DNA remains* If you purchased any other type of test at FamilyTreeDNA, they will use DNA stored in the lab if enough remains. Otherwise, you will be sent swabs. If you purchased any other type of test at FamilyTreeDNA, they will use DNA stored in the lab if enough remains. Otherwise, you will be sent swabs.
New Swabs* If needed, they will notify you Yes, if needed, will notify or send swabs if you have not taken a direct test at FamilyTreeDNA Yes, if needed, will notify or send swabs if you have not taken a direct test at FamilyTreeDNA
NGS Results Will replace existing results Will replace existing results Will replace existing results

*You will be notified if enough DNA does not remain, and you will be sent new swabs. Be sure your address is current.

One of the reasons the NGS test performs better, even with existing matches from earlier tests, is because less imputation is involved. Let’s talk for a minute about imputation and how it works.

The Concept of Imputation

Most vendors change chips internally from time to time, and FamilyTreeDNA is no different. The difference this time is that the new NGS test covers exponentially more DNA than any earlier test, and all earlier tests combined. This means more than 400 times greater coverage, which in turn means less imputation is needed to compensate for the inevitable no-reads and to be compatible with files that tested different DNA locations.

Imputation is also used when comparing DNA files between vendors who don’t test the same locations.

Click to enlarge any image

Here’s an illustration of the concept of how imputation works.

All of the FamilyTreeDNA chip versions over the years have included about 700,000 locations, as have most other vendors. But the locations tested are not universally the same.

In our simplified concept example, FamilyTreeDNA’s tested “locations” are shown with blue cells.

The total of 20 squares shows the maximum amount of DNA tested by any of the three vendors shown, combined.

Green Vendor 1 in our illustration tests the same amount of DNA that FamilyTreeDNA tests, 12 squares, but some locations are the same and some are different. Of the 12 colored squares for both vendors, seven are the same locations, and five are not. The locations that are the same can be compared directly, but the locations that are different have to undergo special handling called imputation.

Looking at any location in our DNA, one of four nucleotides, or letters, can be present: T, A, C or G on each strand of our chromosomes, although we are only looking at one strand in our example.

Using a very simplified model of imputation, think of imputation as “filling in the blanks” using clues from surrounding letters – kind of like a crossword puzzle.

When two vendors’ data doesn’t overlap, imputation is used to fill in the blanks, as accurately as possible, for the missing data.

Using a word analogy, for vendors one and two only, we see that blue location three has no Family Finder data, where green Vendor 1 does, and the same with location five. If blue locations two and four are C and T, and three has to make a word, then there are few options. In this case, let’s say it’s cat, and location five is imputed to an A too.

Now moving to green Vendor 1, their locations two and five need to be imputed. Moving away from the word analogy, let’s look to the human genome, and let’s say that most of the time, location two is a C if location one and three are Gs. So green location two is imputed to C.

If there’s not enough quality surrounding data, imputation can’t be performed reliably. Hence, location six is still in limbo here.

You can see that in our scenario, location three is the only mismatch, out of three imputed locations. Does location three mismatch because imputation was wrong? We don’t know. Do locations two and five match because imputation was wrong? We don’t know.

All things considered, imputation is based on the science of probability, and is usually relatively reliable, but it’s still not the same as comparing actual data. The more locations that have to be imputed, and the longer the stretch, the greater the possibility of error. Every vendor implements imputation differently too. Even vendors who don’t and have never accepted uploads still use imputation internally to equalize their own legacy files from earlier test versions.

Stepping back once again to compare the four vendors, you’ll notice that pink Vendor 3 only tested half as much DNA as the blue Family Finder test and green Vendor 1, and again, not all of the same locations. That’s exactly what happened with one of the vendors last December – they dropped the number of DNA locations tested to about 400,000 from about 700,000. In our example, you can see how much would have to be imputed. Locations 11, 15, 19 and 20 can’t be imputed for the pink vendor’s file because there’s no surrounding DNA. Location 17 can’t be imputed for the green vendor for the same reason.

When vendors impute to match multiple versions of other vendors’ uploaded files, it can quickly become messy.

The answer, of course, is a “supertest,” which tests all of the locations that overlap everyone, including that vendor’s own earlier tests.

Welcome to Family Finder NGS, shown in orange at the bottom of our example comparison.

As you can see, the orange NGS test covers all of the locations tested by all of the other tests.

NGS is targeted testing for a specific set of locations that are known to undergo mutations in the human genome and provides extremely high-quality results. Imputation for the NGS file is rarely necessary, although imputation for the other vendors’ and earlier file versions is still required for them to match to each other.

This is exactly why the upgrade is recommended, and why there’s no benefit to retaining your old test. The NGS test tests far more data and provides much more reliable matching.

NGS is the great equalizer.

NGS Test Comparison Process

I took my NGS test during the initial R&D development and testing phase, so my original Family Finder test was not upgraded. This afforded me the opportunity to compare the two results.

I downloaded the match files for both of my tests, the original Family Finder and the new NGS Family Finder test, color-coded the background of the cells, not the text inside the cells, and dropped them into a single combined spreadsheet.

It doesn’t matter what colors you choose, but be sure you can easily see the difference. I used apricot for the original Family Finder test matches and light purple for the new NGS test.

As we walk through these results together, you’ll notice that I continue to refer to them by color. In part, that’s so I can maintain my own sanity as I compare results. When I write these types of articles, I have to check and recheck results.

When the same person showed as a match to both tests (meaning they had both an apricot and purple row), I calculated the difference in matching amounts of DNA (cMs) between the match’s results on both tests. I added several calculation columns, which are not shown above.

I’ll tell you, this was not a trivial exercise. It was painful and I really don’t recommend it.

Let’s take a look at the results.

Total Matches

I have some matches with the new NGS test that I do not have with the legacy Family Finder, and I have some matches on the older test that are no longer present on the NGS test.

  Old Family Finder (apricot) NGS Family Finder (purple) Difference
Total Matches 9014 7719 1,295
Maternal 1665 Not linked
Paternal 3783 Not linked
X-Matches 2198 1849 349

I have not yet linked the same matches in my NGS test, so I can’t compare the number of maternal and paternal matches. Fortunately, when you upgrade an existing test, FamilyTreeDNA preserves your linked matches, so you won’t need to relink.

Relationship Estimates

  Old Family Finder (apricot) NGS Family Finder (purple)
1st-2nd cousins, Great/Half Uncle/Aunt/Niece/Nephew, Great-Grandparent/Grandchild 6 6
1st-3rd cousin 1 1
2nd-3rd cousin 5 4
2nd-4th cousin 127 132
3rd-5th cousin 1937 1900
4th to remote 6938 5676
Total 9014 7719

The closest relationships remained the same. One 2nd-3rd cousin moved to the 2nd-4th cousin range by losing 10 cM, 194 cM to 184 cM, but they were apparently on the threshold anyway. That match is actually my second cousin, so both ranges are accurate. It was also a transfer kit, so they did not test at FamilyTreeDNA. This revised match is probably the difference between actual reads and imputed reads in some regions, meaning the match is now more accurate.

275 matches had a predicted relationship change, but not uniformly in one direction, and no one moved more than one category in either direction. This all makes sense.

Match Differences

  Number
Matches found in both the apricot and purple spreadsheets 7,352
Unique (comparable) matches in both spreadsheets 7,174
Matches in original Family Finder apricot only 1,681
Matches in NGS purple only 400

A total of 7,352 matches appear in both spreadsheets, meaning the apricot and purple names matched exactly.

Unfortunately, some people had multiple tests, so I couldn’t always compare apples to apples because they appear three times or more on the combined spreadsheet, and I don’t know which of their kits are which.

If someone with the same exact name had more than one match for either or both tests, I did not compare them because their matching amounts were different, and I didn’t know which one(s) my old test matched, versus which one(s) my new test matched. Usually, one was an upload and one was a test at FamilyTreeDNA, but not always. I excluded those 178 match rows from the analysis.

Therefore, 7,174 matches could be directly compared.

There were 1,681 people who match ONLY on the old Family Finder test, and 400 that match only on the new NGS test. And yes, I downloaded the match files at the same time on the same day, so this comparison was controlled for any time difference.

cM Differences

  Number
Largest apricot match not in purple (NGS) list 26.3 cM
Largest purple (NGS) match not in apricot list 27.63 cM
Largest difference 69.86 cM NGS kit more
NGS detected greater over 10 cMs 19
NGS detected less over 10 cM 7
Total NGS greater 2,924
Total NGS less 3,040
No change 1,090

The largest value difference where a match appeared in the original apricot Family Finder test, and not in the purple NGS test, was 26.3 cMs.

The largest value difference where a match appeared in the NGS purple Family Finder test, and not in the apricot original Family Finder test was 27.63 cMs.

The largest difference between the two tests was 69.86 cMs larger detected by the NGS test. This match was a known second cousin whose matching cMs went from 373.06 to 442.92, but the longest block only increased a negligible amount from 87.47 to 87.69.

The next largest difference was with a 1C1R with a 41.56 cMs difference, also with the NGS-detected value being larger.

In all cases where the number of differing cMs was 16 or greater, the NGS had detected more.

There were very few tests that differed more than 10 cMs. In 19 cases, the NGS test detected a greater difference of 10 cMs or higher, meaning if the original test value was 100 cMs, in the NGS test, it was 110 cMs or greater.

In 7 cases the NGS test detected a smaller difference of 10 cMs or more, meaning that if the original test value was 100 cMs, in the NGS test, it was 90 cMs or smaller.

Out of the 7,174 tests being compared, 19 tests with greater than a 10 cM variation isn’t very many, around 0.26%.

In total, 1,090 matches had no change at all, while 2,924 NGS matches had more matching DNA detected, and 3,160 matches had less.

All but 287 of those differences were less than 5 cMs, and 6778 were less than 1 cM. In other words, literally not worth counting.

myOrigins Ethnicity

We all know to expect changes in our ethnicity from time to time at all vendors. The NGS test is exciting because it covers a much larger portion of our genome. As more people test, the reference library also becomes larger, which means that the ethnicity predictions can and will become more refined too

myOrigins Old Family Finder (apricot) NGS Family Finder (purple)
Central Europe 57% 52%
England, Wales, Scotland 28% 33%
Ireland 15% 14%
Magyar <1% <2%
AmerIndian Andes and Caribbean <1 (see below) N/A
AmerIndian North America <1% (chr 1 & 13) <1 (chr 1 & 2)
Anatolia, Armenia, Mesopotamia, North Africa <1 (chr 13) <1% (chr 10)

None of my major categories changed, but the amounts attributed to each category changed somewhat.

Trace regions, which are less than 1%, shifted some as well, as did their chromosome locations.

For me, this is particularly interesting, because I paint my ethnicity segments at DNAPainter in order to overlay my Native American segments over the matches with whom I’ve identified common ancestors.

Those segments, matches, and ancestors, taken together, help identify the source of the Native American segments.

My Native segment on chromosome one stayed essentially the same, but the Native segment on chromosome 13 is not present on the new NGS test. However, a new Native American segment is now shown on chromosome 2 in the same location that 23andMe also shows a Native American segment.

Chromosome one has already been proven to a Native American ancestor on my mother’s side, but I have hit a brick wall on the chromosome 13 segment. Now, I’ve painted the Native Segment on chromosome 2 and it aligns with the same ancestral line as my Native American segment on chromosome 1.

My Middle Eastern/North African segment still exists, but the location has changed. This segment was adjacent to my Native American segment on chromosome 13 before, on my father’s side, which suggested a history of enslavement. I thought I knew which ancestral line they both descend from, but now I need to review my matches and reconsider.

Unfortunately, my parents are both deceased and there’s no DNA available, so I cannot upgrade their tests or purchase new ones for them. No aunts or uncles are available either. In this case, cousin matches and their associated genealogy on those segments become critically important.

Native American and African American segments are often the best, and sometimes the only hints we have to find and identify those ancestors.

Preparing for Your NGS Results

To be very clear, you don’t necessarily need to compare or prepare, BUT, if you order an upgrade to an existing test, your old match list will be replaced with the new one. Your old match list will not be preserved unless you do it.

What may change?

  • Your ethnicity results will probably change somewhat
  • You will have matches you did not have before
  • Some existing matches, especially at low matching levels, will no longer be there
  • The amount of DNA you share with some people will change

Important: Any notes you have recorded on your matches and any matches that you have linked will be preserved and carried over to your new results when your new test is complete.

If you want to preserve your matches from your earlier test, or your myOrigins results, you’ll need to download your match list, and either download or take screenshots of your ethnicity information.

Ability to Download Tested at FamilyTreeDNA before March 2, 2026 Uploaded and purchased the Unlock Uploaded but did not purchase the Unlock
myOrigins Can download Can download Cannot download
Chromosome Painter (ethnicity) Can download Can download Cannot download
Match list with segment and other information Can download Can download Cannot download
Raw data file Can download Cannot download* Cannot download*

*On tests you uploaded, you don’t need to download the raw data file because you already have it from the originating vendor.

What information is included in your Match List download file?

  • Match name
  • Relationship Range
  • Shared Data cMs
  • Longest Block cMs
  • Linked Relationship (if you linked them in your tree) – this feature is what allows FamilyTreeDNA to assign your matches maternally, paternally or to both sides using triangulation
  • Ancestral Surnames that they’ve entered
  • Y-DNA Haplogroup if applicable
  • mtDNA Haplogroup if applicable
  • Notes
  • Paternal/Maternal or Both side(s) match (if you’ve linked people and this match can be assigned using triangulation. (This is why it’s important to link as many people as possible to their place in your tree.)
  • X-Match cMs
  • Autosomal Transfer yes/no

If you match the same person on the NGS test, this information is preserved for that match.

Where to Download

You must have 2FA (Two-Factor Authentication) enabled for all downloads.

The files you may want to download are found on your dashboard in two locations.

  • Family Finder Matches
  • Chromosome Painter (ethnicity)

Family Finder Matches Download

To download your list of matches with their complete information, click on Family Finder Matches on the dashboard, then on “Export CSV.”

This download provides all the fields mentioned above, whereas the Chromosome Browser segment download provides only your matching segment data, without the additional information.

Download MyOrigins Ethnicity Segment Data

To download your myOrigins ethnicity segments, click on Chromosome Painter on your dashboard, then on “Download Segments.” You can also view or copy those segments by viewing the Detailed Segments tab.

I paint these segments at DNAPainter so that I can correlate my ethnicity regions with my ancestors’ segments.

To assign segments accurately, it helps immensely to have at least one parent’s DNA results too, and preferably both.

You may also want to take a screenshot of your myOrigins map. Note the left-side scroll bar when you’re taking screenshots.

What’s Next?

What else can you do at FamilyTreeDNA to benefit your genealogy?

  • If you haven’t already, upload a GEDCOM file or create a tree at MyHeritage, and link your Family Finder test to your results.
  • Link your individual matches to their place in your tree. This allows FamilyTreeDNA to use segments triangulated with linked matches to assign other matches to either the maternal or paternal side of your tree, or both.
  • Add your line to WikiTree. It’s easy. Begin with yourself and add ancestors until you connect with someone who is already in WikiTree. For me, it was the grandparent level.
  • Add your WikiTree link to your FamilyTreeDNA account under the gear in the upper right-hand corner, then Genealogy, then Family Tree. This gives your matches an easy way to identify common ancestors by using WikiTree’s Find Relationships feature, and provides two types of tree resources for you and your matches – MyHeritage and WikiTree.
  • Make sure your Earliest Known Ancestor information is correct and up-to-date with your most recent research, including a specific map location. You’ll find that under the gear too, then Genealogy, then Earliest Known Ancestors.
  • Add your surname list to your profile under the gear, Genealogy, Surnames tab.
  • Use the Matrix tool at FamilyTreeDNA to see how much DNA your shared matches share with each other.
  • Y-DNA – If you’re a male, test your Y-DNA, which is your father’s direct paternal line. The Big Y-700 test provides you with matches and the most detailed information possible.
  • mtDNA – Everyone can take a mitochondrial DNA test, which shows matches and provides information about your mother’s direct matrilineal line.
  • Use Advanced Matching, found under Additional Tests and Tools on your dashboard page, near the bottom, which allows you to select from multiple tests to see who matches you on both types of tests. For example, those who match you on both your full sequence mtDNA test and your Family Finder test.
  • Join projects relevant to your family surname, geography or broader interests. You’ll find Group Projects in the top banner of your dashboard page after signing in.
  • Utilize the Discover tools for both Y-DNA and mitochondrial DNA results.

Check your matches often to see who is new and what might have changed as people upgrade to the new NGS test and more people test.

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Autosomal DNA Unlock at FamilyTreeDNA to Be Retired August 18th

The autosomal unlock for transferred (uploaded) DNA files at FamilyTreeDNA is being discontinued (retired) on August 18th.

In a nutshell, this means that if you uploaded or transferred a test from another vendor and DID NOT purchase the unlock for the advanced tools, you only have a few days left to purchase that unlock if you (or the tester) can’t retest and don’t have a usable stored sample at FamilyTreeDNA.

If the tester has previously submitted a sample and cannot retest, contact FamilyTreeDNA support to confirm that a sample is still available. Of course, DNA tests can fail, especially on older samples.

The reason for the unlock retirement is because the new Family Finder NGS test provides substantially more coverage than a transfer test, and an upgrade will be offered at a special price beginning the 18th.

Upcoming features, including Family Finder Discover, developed around the new Family Finder platform, cannot be supported on files from other vendors. Additionally, many files from other vendors cannot be transferred to FamilyTreeDNA.

A new test with better coverage and more features is great news if the tester is living and can submit a new sample, but for those who cannot retest and do not have a stored sample, I strongly recommend that you sign in and purchase the $19 unlock for those tests now.

Why purchase something that is being retired?

Having access to advanced tools is better than not having access, and these tools still work fine. You won’t be able to receive all future features, but at least you’ll have access to what is available today, especially segment and chromosome browser information. Your relatives’ tests can be just as important to your genealogy as your own test, because they carry different segments of your ancestors’ DNA.

What Features Are Included in the Unlock?

This chart shows features included in the free autosomal transfer versus with the unlock:

Feature Free Transfer – No Unlock With the $19 Unlock
Matching Yes Yes
Matrix (which matches also match each other) Yes Yes
Shared matches Yes Yes
Segment data download Yes Yes
myOrigins (ethnicity) No Yes
myOrigins segment data No Yes
Chromosome Browser No Yes
Chromosome Painter No Yes
Y-DNA Haplogroups No When SNPs are available in the other vendor’s file
ancientOrigins No Yes

This Only Pertains to Transfers Without an Unlock

To be crystal clear – This only pertains to transferred (uploaded) autosomal files from other vendors that HAVE NOT previously purchased the unlock.

  • If you have an uploaded or transferred autosomal file from another vendor and have already purchased the unlock, you won’t have received the email, and it doesn’t pertain to you.
  • If an uploaded or transferred autosomal file registered to your email has not been unlocked, you should have received this email.

It’s always better to test ON any vendor’s platform rather than upload a file from another vendor. If your tester can, and is willing to provide a new sample, or already has one on file, don’t purchase the unlock today. Wait until the 18th and purchase the Family Finder test at the special upgrade price.

If your tester does not have stored DNA and cannot retest, purchase the unlock NOW. You won’t be able to after August 17th

The Email

People who have uploaded an autosomal DNA file and have not purchased the unlock received an email with the following information:

The current Family Finder test will provide better results and new tools that another vendor’s file cannot support. Other vendors don’t test the same DNA locations as FamilyTreeDNA, and the Family Finder NGS test generates 400 times more autosomal data than the older chip technologies used for transfer files.

The Family Finder NGS upgrade will be offered for transfer files beginning on August 18th. If the tester doesn’t have a viable sample in storage, a new collection kit will need to be sent to the tester. If this pertains to you, and you or the tester can upgrade, that is absolutely the way to proceed – and $29 is a great price.

The only people who should purchase the unlock now are those who don’t have a sample in place and can’t retest. Otherwise, wait until the 18th and order the Family Finder upgrade.

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Sixteen Unique Trees at FamilyTreeDNA: How and When to Use Each

I love all the various trees at FamilyTreeDNA – and I’m not referring just to traditional genealogy trees with people, names, and dates. I’m talking about phylogenetic or haplogroup trees – the ones you use to understand your Y-DNA and mitochondrial DNA haplogroups, origins – and more. These trees tell you ABOUT your ancestors, those people in the more traditional genealogy tree, and the combination of both is powerful.

This article introduces the various trees available at FamilyTreeDNA, when and where you’ll find them, and what they can do for you.

Haplogroup Trees

Phylogenetic, or haplogroup trees, provide a genetic path from you, or the tester, today, back in time to Y-Line Adam, or Mitochondrial Eve – the first two humans who lived AND have descendants today.

Let’s start by explaining about Y-DNA and mitochondrial DNA (mtDNA), their inheritance path, and what they mean to you.

Y-DNA

Only men have a Y-chromosome, so only biological males can test their Y-DNA.

Y-Line Adam, Y-DNA haplogroup A-PR2921, lived about 232,000 BCE, or 234,000 years ago.

Is it possible that one day someone will test whose results push that date back somewhat? Yes, of course, as we are always learning, and many testers split branches.

Today, all 711,000+ modern descendants who have tested carry the mutation named A-PR2921 as their oldest SNP (single nucleotide polymorphism), or haplogroup-defining mutation in their Y-DNA. That’s because we all descend from that one man.

If you’re a male, Y-DNA testing tells you about your direct paternal line by matching with other men who have also taken a Y-DNA test, and by revealing valuable information from before the adoption of surnames. There’s no other way to reach that far back in time.

If you’re a female, you can recruit males in your family to test.

The Big Y-700 test provides the deepest-reaching and most refined Y-DNA test available, which is essential for both genealogy and tree-building.

Mitochondrial DNA

All people have mitochondrial DNA, inherited from their mother directly through her matrilineal line – meaning her mother, her mother, her mother, and so forth – directly up your tree through all mothers.

Everyone inherits their mitochondrial DNA (mtDNA) from their mother, but only females pass it on. Both males and females in the current generation, meaning you, can (and should) test their mitochondrial DNA.

Mitochondrial Eve, mitochondrial DNA haplogroup L, lived about 141,000 BCE, or about 143,000 years ago. All 315,000 testers descend from this one woman.

Like with Y-Line Adam, one day the results of future testers may push this date further back in time. A full sequence mitochondrial DNA test, mtFull, is necessary to test all 16,569 mitochondrial locations.

Test Types

FamilyTreeDNA has been in business for more than 25 years. Technology has advanced dramatically during that time. While they continue to offer new tests and products, they strive to maintain value for their original testers.

Even though some early testers may have joined their ancestors, matching with their test results is still beneficial to us.

Present-day DNA testers can still derive value by matching the earlier, lower-level, lower-resolution tests. Not as much value as if the original tester had taken a higher-level test, but those tests may not have been available at that time.

Matches, surnames, genealogy, locations, and haplogroups provide us with valuable information. The more people who test, the larger the pool becomes, and the better our chances of discovering something that refines our understanding of our ancestors – and identifies who they are.

Before we look at the trees available, let’s take a look at where haplogroups come from. Different level tests assign different levels of haplogroups, based on how much is tested.

Let’s answer two common questions:

  1. Where can you find your haplogroup, and what does it mean?
  2. How can haplogroups be different for people who descend from the same ancestor?

Where Do Haplogroups Come From?

Since the beginning, FamilyTreeDNA has always provided their customers with haplogroup information. Haplogroups are very genealogically useful today, but initially, 25 years ago, they were only able to provide essentially continental-level origin information for your particular line. That too was useful, and helped to identify and eliminate common lineages – just not as useful as today.

Science and testing have both come a long way. Present-day testers still match with people who only tested at a lower level. You never know what you might find at that level – a match to someone who has not taken the current tests, but is still very relevant because they share your ancestor. In fact, they may be the only tester who does.

For Y-DNA testers, you’ll notice several match categories that reflect different testing levels – along with the number of matches at each level. At one time, you could purchase each one of these tests individually, then later upgrade to higher-level tests. Today, only the 37 and 111 marker tests, and the Big Y-700, which scans the entire gold-standard region of the Y chromosome, are available. Higher level tests include the lower-level tests.

Click any image to enlarge

Different types of tests provide either a predicted or a confirmed haplogroup which shows on your match list.

Without getting all sciency on you – the 12-111 marker tests test targeted STRs, or short tandem repeats, which can’t be used for haplogroup assignment and confirmation. They can and are used to compare to other testers for matching because the number of repeats, or stutters, are inherited on the Y chromosome. The Big Y test scans the Y chromosome for SNPs, single nucleotide polymorphisms, which are stable mutations that define haplogroups. I wrote about this in the article, STRs vs SNPs, Multiple DNA Personalities.

Some haplogroups are much further down the tree, or more current, than others. Your most current haplogroup, only available with the Big Y-700 test, is the best because it brings you the closest to current in time, often placing you within family branches. The Big Y-700 scans about 23 million locations on the Y chromosome, revealing both known and unknown mutations, not just a few markers, making it the most refined and relevant test genealogically.

Each higher-level test includes the lower-level tests. You can see what tests your matches have taken by looking beneath their names on your match list. In this case, these Estes men who match my cousin have taken the Family Finder (or uploaded an autosomal transfer), and taken the mtFull test. One match initially took the Big Y-500 but has since upgraded to the Big Y-700, and the other originally tested at the 111 marker level, and has since upgraded as well.

The Big Y-700 includes all lower-level tests, such as the Big Y-500 (now obsolete), the 111, 67, 37, 25, and 12 marker STR tests. You still match with people who only tested at those levels, plus everyone else who ordered a more refined test.

The haplogroup you receive is more or less refined, based on the test level you take.

Y-DNA Test Type Haplogroup Provided Relevance Upgradable
Y-DNA STR 12-111 marker tests (only 37 and 111 are available today – the rest are obsolete) Predicted based on STRs – very reliable at the level predicted Predicted (not confirmed) haplogroup that was generally formed a couple thousand years ago, or earlier Yes, if enough quality DNA remains. Only 37, 111, and the Big Y-700 tests are available today. Recommend the upgrade to Big Y-700.
Individual SNP test (now obsolete) Confirms a predicted haplogroup or tests a single SNP to confirm a closer haplogroup Relevant at the level tested – either positive or negative result was reported Individual SNP tests have now been replaced by Big Y-700, which covers all individual SNPs that were available to test, plus much more.
Big Y-500 test (now obsolete) Confirmed haplogroup within range of that test’s ability, replaced by much more granular Big Y-700 Big Y-700 is more refined and moves the tester towards more current haplogroups, so more genealogically significant Yes, upgrade to Big Y-700 if enough DNA remains, or tester can re-swab
Big Y-700 – scans the entire gold-standard region of the Y chromosome – approximately 23 million base pairs Top-of-the-line SNP-confirmed test, most granular and refined. Scans for known and previously unknown mutations. Extremely accurate. Generally advances the tester into a genealogical timeframe, and often divides testers into multiple lineages descended from a known common ancestor No more advanced test is available.
Family Finder autosomal test or transfer Confirmed to mid-range level if possible. Not all transfer files have Y-DNA or mtDNA SNPs so you get what you get. Useful in autosomal matching for locating people you may be related to you with that surname. Ask the match if they are willing to take a Y-DNA test, if relevant, or sponsor a testing scholarship for them.

Family Finder haplogroups are relatively new at FamilyTreeDNA. Each chip level that FamilyTreeDNA has used for testing over the years, and the chips that other vendors have used, contain different SNPs (or none at all on the Ancestry test) that can be measured for some level of haplogroup. Other vendors generally don’t quality-control for either Y-DNA or mtDNA SNPs because they don’t use them. This is a “you get what you get” freebie.

That said, most Family Finder haplogroups are closer in time, or “better” than the predicted R-M269, the most common haplogroup in Europe, often reported with STR testing.

Not everyone with a transfer kit receives a haplogroup. Due to quality and reliability issues, you cannot see haplogroups on your autosomal match list for those who only have a haplogroup through an autosomal transfer.

Using our male Estes testers as an example, we find the following haplogroup results at the various testing levels:

Haplogroup Haplogroup Formation Date Ancestor or Haplogroup Formation Location Haplogroup Source
R-M269 4450 BCE (6450 years ago) Between Ukraine and Kazakhstan, north of the Black and Caspian Seas Predicted from 12-111 STR marker tests
R-BY487 700 CE (1300 years ago) UK, Scotland/England Family Finder DNA SNP Confirmed
R-BY482 1550 CE Robert Eastye b 1555 Ringwould, Kent, England Big Y-700
R-BY490 1700 CE Silvester Eastye b 1596 Kent, England Big Y-700
R-ZS3700 1750 CE Moses Estes 1711 VA Big Y-700
R-BY154784 1850 CE Joseph Estes b c 1790 VA or TN Big Y-700

All of these are valid and accurate haplogroups – some are just closer in time and much more useful than others. All of these men have R-M269, because it is a parent haplogroup of all of those downstream haplogroups. The Big-Y tested men beginning with R-BY482 don’t share the haplogroups below them, because they don’t have those mutations that are downstream on the tree. However, the men at the bottom with R-BY154784 have all of the SNPs above them.

Note that all haplogroup formation dates are ranges. I’m showing the midpoint here.

When upgrading, if the original tester is deceased, select the highest-level test available, as there may not be enough DNA to run more than one test. When I offer scholarships now, I always just offer the Big Y-700 test to avoid future issues.

If the tester you need is no longer available, consider the possibility that other people, family members perhaps, might be available to test to represent this same line.

Next, let’s look at mitochondrial test levels and haplogroups.

Mitochondrial DNA Test Type Haplogroup Provided Relevance Upgradable
HVR1 & HVR2 tests (no longer available) Predicted based on around 1000 markers – very reliable at the level predicted Predicted haplogroup, not confirmed, generally formed a couple thousand years ago or earlier Yes, if enough quality DNA remains. Only the mtFull test is available today.
mtFull, full sequence test Tests all 16,569 SNP locations in the entire mitochondria. Most granular and refined. Extremely accurate. Often brings tester into genealogical timeframe, especially with the new Mitotree. Divides testers into multiple haplotype lineages, sometimes descended from known common ancestor. No upgrade needed to receive new Mitotree and mtDNA Discover benefits.
Family Finder autosomal test or transfer Coming soon. Will be the same criteria and caveats as Y-DNA SNPs. May be able to find a similar or upstream haplogroup that might point to a common ancestor. Ask autosomal match if they are willing to take a mtFull test, if relevant, or sponsor a scholarship for them.

Ok, now that we understand more about haplogroups, how they are determined, and where yours came from, let’s look at all of the trees at FamilyTreeDNA.

Trees Within Your Y-DNA and Mitochondrial DNA Account

Let’s start with trees found within your personal account, so sign in.

Each tree has a different purpose and unique benefits.

Tree #1 – Your Matches Genealogy Trees

Each of your matches may have provided links to genealogical trees. They may show trees in multiple places too; at MyHeritage, an archived tree at FamilyTreeDNA, and a WikiTree link. I makes notes about their trees in the comments field, and I also keep a spreadsheet to look for commonalities.

Tree #2 – Haplogroups and SNPs for Y-DNA Testers

Next, for Y-DNA testers, click on the Y-DNA Results and Tools.

You’ll see the Haplotree & SNPs tile on the dashboard.

The Haplotree and SNPs link takes you to a phylogenetic tree that defaults to your haplogroup, where you can view:

  • Variants – SNP mutations that define your haplogroup
  • Surnames with this haplogroup – so long as there are multiple public testers
  • Countries – self-reported for earliest known ancestors (EKA)
  • Recommended Projects – haplogroup projects only – others such as surname projects are found in Discover under Suggested Projects

Tree #3 – The Block Tree for Big Y Testers

People who have taken the Big Y-700 test have a separate section that includes tools for the Big-Y test that aren’t relevant for the 12-111 STR marker tests.

Big Y testers will see the Block Tree tile on their dashboard.

The block tree is an alternative way of displaying matches on a phylogenetic tree. While the Discover Time Tree is viewed left to right, this tree is displayed top to bottom, with each mutation being represented by one grey bar on the scale at left. Each mutation corresponds to approximately 100 years, which is a rough average for the frequency of Y-chromosomal mutations.

People with 30 mutations or fewer are shown as matches, with the goal of reaching back about 1500 years.

Each large block shows the mutation for which the haplogroup is named, such as R-BY482, at the top. The mutations, known as variants, shown below that haplogroup name, are found in the results of each person in that haplogroup, but in the future, people without those mutations, or with additional mutations, will form a new branching haplogroup.

The green “Private Variants” at the bottom of the branches display the average number of mutations of people within that group awaiting another tester to have the same mutations, so a new branch can be formed. I view Private Mutations as “haplogroups in waiting.”

Discover

In addition to the haplogroup trees shown in your account at FamilyTreeDNA, there are several additional trees in Discover for both Y-DNA and mitochondrial DNA. Discover, updated weekly, is a suite of tools for both Y-DNA and mitochondrial DNA that, cumulatively, provides a book about your haplogroup results.

Discover comes in two flavors:

  • The publicly available free version with limited functionality
  • Your private version with expanded functionality available from within your account

You can access Discover, here if you’d like to follow along.

Discover is a publicly available free tool introduced in the fall of 2023 that provides more than a dozen reports, enabling a deeper understanding of all haplogroups.

Just select Y-DNA or mtDNA and enter your haplogroup of choice.

Think of these menu choices, in the sidebar, as chapters in your personal book. Every chapter has something interesting to tell you. Please read them – don’t just scan.

In addition to the free version, if you have taken a Big-Y or mitochondrial DNA full sequence test at FamilyTreeDNA, you’ll have additional information available.

For mitochondrial DNA results, just click on the pink Discover tile.

For Y-DNA results, click on the blue Discover tile.

Within Discover, you’ll find three distinct trees.

Trees #4 and #5 – Y-DNA and Mitochondrial DNA Time Trees

The Time Tree shows your Y-DNA or mitochondrial DNA haplogroup displayed on a timeline, along with:

  • A self-reported ancestral country indicator for every person’s DNA in that haplogroup
  • Haplotype groupings indicating exact matches between everyone in that haplotype.

A haplotype is a grouping of people whose DNA matches exactly, including unstable or hypervariable locations too unreliable to use for haplogroup formation. However, those mutations may be relevant for genealogical matching.

I wrote about haplogroups and haplotypes here and here.

Tree #6 and #7 – Y-DNA and Mitochondrial DNA Class Tree View

The Classic Tree is available for both Y-DNA and mitochondrial DNA.

On the Classic Mitotree View, you can display and filter the tree, including haplotypes, in seven ways, as shown in the dropdown “Display Options.”

Tree #8 and #9 – Y-DNA and Mitochondrial DNA Tree Branch Comparison

Have you ever seen two haplogroups and wondered how closely they are related? Compare provides that answer.

Here, I’m comparing my haplogroup to that of a family member. Everyone is related, but how long ago are we related on our matrilineal lines?

Haplogroup J1c2f compared with haplogroup V216a shows that our common ancestor lived a VERY long time ago – about 55,000 years in the past, someplace in the fertile crescent.

For either Y-DNA or mitochondrial DNA, you can compare two haplogroups. This provides specific information about those two branches of the tree, and where they intersect. To view more about the common ancestor, just pop R+10398 into Discover and learn more about when and where that ancestor lived.

Trees #10 and #11 – Match Time Trees

Match Time Trees are one of the most useful Discover features.

In addition to the Time Trees and Classic Trees provided for everyone in Discover, test takers will also have a Match Time Tree that shows all of your matches, organized genetically.

For mtFull testers, your matches are organized by haplotype cluster. People in your haplotype cluster are your exact matches.

I have over 100 full sequence matches, so I’m only showing the first few in this screenshot. In addition to the match’s name, their EKA (earliest known ancestor) is shown, if provided.

On the Y-DNA Match Time Tree, links are provided to genealogical trees of the tester, which could be an archived FamilyTreeDNA tree, a MyHeritage tree, WikiTree, or some combination.

You can actually see your matches’ WikiTree tree on your Match Time Tree by enabling another feature.

Trees #12 and #13 – WikiTree Tree Integration

While you’re still on the Match Time Tree page for either Y-DNA or mitochondrial DNA, click on Display Options, above the Time Tree, and enable WikiTree Connections. Unfortunately, the default for this great feature is “off.”

I’ve enabled “Share Mode” at the top to obfuscate the names of the testers, and I’ve adjusted the vertical spacing so you can see more in my examples. You’ll notice the grey lines with dots inside circles. I think of these as beads or maybe knots on a rope, but they actually represent a line of ancestors.

Each tester with one of those grey dot bars has connected themselves to their ancestors at WikiTree, a public one-world tree. Living people are not shown, hence the dash marks to the immediate left of the tester’s name.

By mousing over any of the dots, aka ancestors, you can view information about this ancestor of this Estes tester at WikiTree. Ancestors appear in genealogical order in their relevant place on the Time Tree. How cool is that!!!

WikiTree, like any tree, public or private, can have errors. Always verify any tree using original source documents.

As far as I’m concerned, the Match Time Tree is one of the very best features of both Y-DNA and mitochondrial DNA testing and matching. There are so many options to select from, so take some time to look around.

Your Personal Version of Discover is Best

Y-DNA Discover and mtDNA Discover can both be useful for any level of haplogroup, but the best results are obtained when clicking through from the tester’s FamilyTreeDNA account. Big Y and full sequence mitochondrial DNA customers receive additional information, not available in the free, public version of Discover, including

  • The Match Time Tree
    • Including WikiTree integration
  • Globetrekker™ (Y-DNA, mtDNA coming eventually)
  • Up to 30 Ancient Connections, as compared to 3 in the free version
  • Up to 30 Notable Connections, as compared to 3 in the free version

 

Tree #14 – Group Time Trees

I absolutely love Group Time Trees. They are similar to Match Time Trees, but unlike Match Time Trees, are publicly viewable for Group Projects if the volunteer project administrators have enabled this feature for the project.

There are two ways to access Group Time Trees – through publicly accessible Discover or directly through any project.

In Discover, select Group Project in the dropdown.

Then type the name of the surname project you’re seeking. You’ll be presented with a menu if the surname you’ve entered is found in multiple projects, or administrators have listed it as “of interest” in their project.

I clicked on the Estes project.

Viewing the Estes DNA Project, under DNA Results, you can see the various options.

Selecting Y-DNA Results Overview displays the project results by administrator-defined group. The teal groups all descend through Abraham Estes through various sons.

However, by clicking the Group Time Tree instead, you can view all these testers and their results in a Match Time Tree format, arranged genetically.

Clicking on the Group Time Tree link takes you to the Group Time Tree for this project. A menu is displayed at left, based on how the administrator has grouped the project.

I’ve selected several groups that I know descend from the original Estes ancestor from Kent, England. Testers who have joined the Estes project and granted permission for their results to be displayed publicly are automatically grouped genetically, at right, with their surname and EKA (earliest known ancestor), assuming they have entered that information.

Earliest Known Ancestors (EKA)

You’ve probably noticed that earliest known ancestors, along with their locations, are used in many places.

Please enter both your direct paternal (father, father, to father’s line) and direct matrilineal (mother, mother, to mother’s line) earliest known ancestors, along with their locations. I wrote about how to do that in “Earliest Known Ancestors” at FamilyTreeDNA in 3 Easy Steps, here.

Trees #15 and #16 – Public Trees

In addition to trees within testers’ accounts, Discover trees, Group Time Trees, and WikiTree tree integration, FamilyTreeDNA provides two additional public trees.

FamilyTreeDNA made the Y-DNA and mitochondrial DNA haplogroup trees freely available years ago, at the bottom of their main company public page – without signing in.

These trees are still actively maintained today and are free for everyone to use.

To find these trees, scroll all the way to the very bottom of the page, in the footer, to the Community section. Yes, I know, it’s a bit like a scavenger hunt!

You can select to view either the Y-DNA or mtDNA tree. I love this tree, because it shows how many SNP-confirmed people have been tested. That number does not include the thousands of academic and public samples that may be utilized to help define haplogroups, and that you’ll sometimes see in your Ancient and Notable Connections.

So, if you receive a new haplogroup, but you don’t see a new match on your list or on the Block Tree, it’s probably because you match a high-quality academic sample.

The trees display from the root, meaning the oldest haplogroup is shown at the top. In the Y-DNA tree, above, haplogroup A-PR2921 is “Y-Adam”.

You can select any haplogroup on the bar across the top, search by country, or select a specific branch name to view.

The tree itself is viewable by country, as shown above, or by variant, meaning the haplogroup-defining mutations, shown below.

Additionally, for the Y-DNA tree, you can choose to display by surname, so long as there are two or more testers with that identically spelled surname who share this haplogroup and who have given permission for public display.

Please note that these people are all SNP-tested and confirmed at the level reported, but they are NOT all Big-Y testers.

This feature alone can be genealogy-changing because they may be surnames associated with your ancestors in records, or they may just be neighbors. Or maybe you thought they were “just neighbors,” but they are actually related.

At one time, customers could order an individual SNP test for R-M269 to confirm their predicted haplogroup. That test is no longer available, but anyone who took that test to confirm R-M269 and never tested or received results (like Family Finder) at a more granular level will be reported at R-M269. Note that 687 is the number of distinct surnames shown, not the total number of testers.

The three “hamburger dots” on the right side provide options for a user-reported Country Report based on the location of their earliest known ancestor, and a Surname Report. The surname report for R-M269 shows a total of 2448 testers who share those 687 surnames.

It’s a Whole Forest

Who knew there were 16 unique trees available at FamilyTreeDNA!

Each tree has a unique purpose and provides information not available elsewhere.

Take a look and see what kind of information is waiting for you – and don’t forget to check back often.

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

Thank you so much.

DNA Purchases and Free Uploads

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Genealogy Books

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The New FamilyTreeDNA NGS Family Finder Test

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Recently, in a press release, FamilyTreeDNA announced a new version of their Family Finder autosomal test that increases coverage from about .02% to about 9% of the human genome. Increasing coverage to this level using precision genomics holds great promise for the future.

Everyone who has purchased a Family Finder test since the beginning of March is automatically tested using the new technology – and it doesn’t cost any more than the earlier test.

Image not to scale because if it was, you would be able to see the bottom line at all:) This is meant to convey the message of more data!

As shown in this slide presented by Dave Vance, Senior VP and General Manager at FamilyTreeDNA, the new test covers 400 times more DNA locations than the industry-standard microarray chip-based test.

The typical vendor microarray autosomal DNA test covers somewhere between 400,000 and 750,000 locations.

Utilizing this new technology is an investment in the future.

You Don’t Know What You Don’t Know

To quote Dave:

Two numbers I want you to remember.

0.02 is the percent of your whole genome reported by standard autosomal tests today. All of your ancestry estimates, shared segments, and autosomal matches come from that small fraction.

9 is the percent of your genome that our new Family Finder test reports at high quality coverage. Starting right now — that’s over 400 times more data, from the very same test.

And the real point isn’t the number. It’s what that data makes possible. This gives us the foundation to unlock deeper, more meaningful insights — not just today, but for years to come. And when it becomes possible to go even further, I want FamilyTreeDNA to lead the way.

But what does that 9% mean for your genealogy research?

It means fewer unexplained matches, a clearer understanding of how people are related, and more confidence in the conclusions you draw from your autosomal DNA. Moving from connections to explanations, and from data to answers.

And until we can start rolling out those deeper insights, for now you’ll still get the same trusted Family Finder experience you’re used to — but you’ll also have the benefit of data that’s ready to unlock even more as new insights become possible.

In fact, you can watch Dave for yourself, at RootsTech, on the mainstage, here, having the unenviable position of following the Irish-step-dancing Gardiner Brothers. Yea, Dave, I didn’t get that gene either!

What makes NGS sequencing so special?

Sequencing Types

NGS is the abbreviation for Next Generation Sequencing, also called massive parallel sequencing. Rather than using individual probes, NGS is a high-throughput technology that simultaneously sequences millions of DNA fragments while still allowing targeting of specific regions.

Dave wrote about the differences between different types of sequencing, here.

All vendors select or target locations in the human genome that are most relevant for their product set, purpose or goals.

The older microarray sequencing machines have been in use for many years. They use probes to read specific targeted addresses, one by one, identifying which of four nucleotides is present at each location on your two copies of each chromosome.

The four nucleotides, adenine (A), thymine (T), cytosine (C), and guanine (G) are the building blocks of DNA, and you receive one from each parent at every location on chromosomes 1-22. Chromosome 23, the sex selection chromosome is a little bit different due to X-DNA and Y-DNA, but the locations are still read the same way using NGS technology.

The results of DNA testing are essentially a downloadable output file with the following information for each read:

  • The RSID SNP cluster ID chromosome
  • The chromosome number
  • The position (think street address) on the chromosome
  • The results, which are the abbreviations for the nucleotide found on the first and second strands of your DNA at that location

In autosomal DNA testing, positions on strands cannot inherently be identified as maternal or paternal without additional techniques such as parental comparison or phasing.

This data file is not meant for you to analyze, but for computers to compare to other DNA testers. Needless to say, the power of the data lies in the information it holds, such as ethnicity, haplogroup-identifying mutations, and matching with other testers.

The output files must be compatible with each other, or the vendors must make accommodations for any incompatibility.

Regardless of the sequencing type, currently, all genetic genealogy vendors’ download files use this same pattern.

The difference between the files and file types from each vendor is:

  • The technology used for the test
  • How much DNA is tested
  • How many rows of data are provided in the download file
  • The quality of the results

Sequencing Type Differences

Let’s put this in terms that we all understand.

With microarray sequencing, a utility worker is sent to each address to read the two nucleotides.

With both NGS and whole-genome sequencing, many addresses are read at the same time. Think of a fleet of drones flying over a neighborhood and reading what is written on the rooftops of each house address.

The difference between the type of NGS sequencing utilized by FamilyTreeDNA, and whole-genome sequencing is threefold:

  1. NGS targets specific addresses and neighborhoods in a controlled manner, because we know they are useful and are specifically interested in the data at those locations. In other words, it omits oceans, deserts, and other places that we know aren’t useful for genealogy.
  2. Whole-genome sequencing covers the majority of the genome, even though more than 90% of the genome is identical in all humans. In other words, the fleet of whole-genome sequencing drones flies over everything, including oceans and deserts, reading and storing everything.
  3. The number of times the drones fly over each address.

For example, a low-pass whole-genome test would fly over the entire world (your genome), scanning it once or twice, but there will be cloud cover and weather in some locations. Typically, you want at least two complete reads from each address to compare to ensure a minimum level of quality. The missed areas need to be estimated with tools like imputation to fill in the blanks.

The breadth of DNA covered is known as “coverage”, or “pass coverage”. So, whole-genome testing covers all or most of the genome, including more than 90% that is not genealogically relevant because it’s identical in all humans.

With NGS sequencing, you specify which locations or neighborhoods you want the drones to read, and you instruct them to fly over just those regions, say, 5 or 10 times. Even if there’s weather or another issue, chances are that at least some of those passes will be able to read both nucleotides.

How many times a particular location, or base, is read is known as “read depth” or “sequencing depth”. The greater the depth, the higher the quality and accuracy of the targeted locations, which means less imputation or “fixing” is needed.

Within the industry, confidence to coverage correlation is about 93% confidence of accuracy for both alleles at a given location at a depth of 5X, which rises to about 99% accuracy at a depth of 10X.

Using our examples, whole-genome sequencing covers about 98% of the genome, at a depth specified by the vendor. Low-pass whole-genome testing is typically performed at a depth of 2X, meaning each location is scanned twice.

NGS combines the best aspects of both “drone style” and “targeted” reads, providing the highest accuracy for the areas that are most important for genetic genealogy at an affordable price, while also targeting enough of the human genome to allow for new discoveries that may be important to either population genetics for ethnicity identification, or to identify your own family lineage mutations.

Yes, you can get both high coverage and very deep reads. That’s called medical-grade whole-genome sequencing, where your entire genome is sequenced to a depth of at least 30X, but it’s both expensive and not useful for genealogy. None of the genealogy vendors are prepared to, or need to, process the massive amount of data generated by a medical-grade whole-genome test, so there is no benefit to taking that type of test for genealogical purposes.

Why is NGS Sequencing Important?

FamilyTreeDNA has moved from the 700,000+ SNPs previously read on their microarray chip, to more than 280 million base pairs. So, from about .02% to about 9% of the 3.1 billion base pairs of the human genome.

Technology has improved to the point where NGS sequencing is no more expensive than microarray sequencing and provides substantially more results.

In other words, there’s no reason NOT to implement this technology now. The new Family Finder test is fully compatible with their earlier Family Finder tests, so everything is painless.

Plus, NGS allows FamilyTreeDNA to target specific locations that benefit their customers, such as both Y-DNA and mitochondrial DNA SNPs. Of course, you’ll still need to take the Big Y-700 or the full sequence mitochondrial DNA (mtDNA) test for full results and matching – but males will receive a confirmed Y-DNA mid-level haplogroup now, with midrange mtDNA haplogroups coming in the future for Family Finder testers. This is a feature that other vendors don’t target or provide at the same level.

I’m very hopeful that these foundation haplogroups will serve as an “appetizer” and will encourage more people to take both the Big Y-700 (males only) and the mtFull test (for everyone), as applicable, to receive those types of specific matches and learn more about their ancestors.

Speaking of the future, how do you future-proof your DNA?

Future-Proofing Your DNA

If you’ve already tested, should you purchase a new Family Finder test for yourself now?

No.

I know you didn’t expect that answer, but here’s why.

Everyone who purchases a Family Finder test, which uses NGS technology, receives the same matching and features as the legacy test.

FamilyTreeDNA doesn’t yet know the benefits and discoveries that will eventually be available, and they won’t know until after they have results of customers to work with.

Having said that, you will definitely want to future-proof your DNA and the results of anyone whose results you count on to help sort through your own.

So, let’s make a plan!

Assuring Future Compatibility

Plan 1 – Test Your Relatives:

Your closest relatives are your best assets. They help you determine how you match others, who you share ancestors with, and the identities of those ancestors. You absolutely need to test the following relatives if they are available:

  • Parents
  • Grandparents
  • Siblings, both full and half – test all of them if both parents aren’t available for testing.
  • If your sibling(s) are deceased or not available, their children carry half of their DNA, but not the same half, so test everyone available. You don’t need to test your siblings’ children if that sibling is available to test.
  • Aunts and uncles, or their descendants if they are not available
  • Great-aunts and uncles, or their descendants if they are not available
  • First and second cousins

Plan 2 – Person Has Never Tested:

Plan 3 – Already Tested at FamilyTreeDNA:

  • If they or you have already taken a Family Finder test at FamilyTreeDNA, an upgrade offer will be forthcoming soon. You don’t need to do anything now.
  • If the person is critical for your research, elderly, or there is some other reason for concern, the tester or kit manager can contact FamilyTreeDNA customer support now and inquire whether or not there is an unopened vial of DNA.
  • To assure that there is enough DNA left for the future, or that the DNA sample is not too old, you can request that a “C/D vial” set be sent to you/them just in case. Be sure the current address is valid.
  • This is also a good time to be sure that your/their Beneficiary Information and/or Kit Manager information is current as well. You’ll find both under Account Settings beside the name in the upper right corner of the page.

Plan 4 – Uploaded From Another Vendor:

  • If you uploaded your DNA file to FamilyTreeDNA from another vendor instead of testing there, hold your horses for now. You’ll clearly have to swab, because when you do an upload, only the data file is uploaded. No DNA is actually transferred or uploaded. I’m not sure what process will be put in place for transfer/uploaded testers, but FamilyTreeDNA will let you know when something is available.

What NOT to Do

I contacted FamilyTreeDNA and this is what they ask customers NOT to do:

  1. Don’t request that your current test be deleted so you can order a new one. This removes everything – linkages, trees, family matching, permissions, project membership, other tests, and notes. Not just for you, but for your matches who have done work on their match with you as well.
  2. Don’t order a second kit, which causes “twins” in the system. I don’t have inside knowledge, but I’ll bet there will be special upgrade pricing if you just wait a bit!

I’m Excited

I don’t know what the future holds, but I’m hoping for:

  • More granular ethnicity (we always want that, right?)
  • More confident matching
  • Improved relationship identification
  • Additional tools to identify descendants of specific ancestors
  • Tools to identify missing ancestors

As a contract member of the R&D team, I’ll let you know when my NGS results are back and how they compare to my matches on the current chip. You know I’m building that spreadsheet already!!

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RootsTech 2026 – The Wind Beneath Our Wings

I started writing this article on Sunday evening, the day after RootsTech ended, and I’m basking in the afterglow. Also, my back and feet may never forgive me.

As a tongue-in-cheek comment, I think someone coined the word “exhausterwhelmulated” and defined it as being exhausted, overwhelmed, and overstimulated all at once. Yep, that’s me.

However, I need to add another couple of words to this – gratitude and joy.

Gratitude and Joy

I’m going to try to express this without sounding too sappy.

Do you recall the joy you used to feel when you spotted a relative you loved dearly but didn’t get to see often? Think of the unbridled joy as you piled out of your parents’ car and spotted your grandmother coming out of the door because she saw the car pull up. You ran as fast as your little legs could carry you directly into her arms, and got hugged so tightly it nearly squeezed the breath out of you.

I don’t know what the word for that would be, but it’s similar to how RootsTech feels.

Let me explain. Continue reading →

AutoKinship by Genetic Affairs Builds Family Trees from Your Matches at FamilyTreeDNA, and More

Genetic Affairs released a new AutoKinship tool designed for FamilyTreeDNA’s autosomal Family Finder matches, which also incorporates information from other sources. I must have fallen asleep at the wheel, because AutoKinship has been available for more than six months now.

I’ve been testing this tool with my matches, and it’s an immense help to those of us trying to untangle complicated family relationships using DNA evidence. I don’t know about you, but I have a long list of brick well where I could use help!

How to Use This Guide

This article is long and there are many steps involved – but it’s well worth it at the end.

My suggestion for using this article effectively is to read it through, at least once, to see what you’re going to be doing, and why.

Then, after you get things set up at Genetic Affairs, and any files you want to include, come back and use this article as a step-by-step guide to navigate these new tools.

Here’s the bottom line. The Genetic Affairs tools use matches, along with shared and bucketed matches at FamilyTreeDNA, plus their archived trees, in addition to external GEDCOM files and other information that you can provide in order to create customized, focused clusters and potential family trees for your clustered matches.

These tools combine DNA matching with internal and external trees for the composite best of both types of information.

So grab your favorite drink and let’s get started.

FamilyTreeDNA

AutoKinship works in conjunction with FamilyTreeDNA’s tools, such as Shared Matching, the Matrix tool, and Family Matching, also known as bucketing, which assigns parental sides to your matches using linked matches.

Linked matches are your matches whose relationship to you is known. If you haven’t already, link them to their profile card on your tree by clicking on “Link on Family Tree.” This allows FamilyTreeDNA, by using triangulation, to “bucket” your matches either maternally or paternally – meaning if they are related to you on your maternal side, paternal side, or both.

In my cousin Patricia’s case, the little pink icon by her profile picture shows that she has been bucketed maternally. That occurred when I linked my mother’s DNA to my tree because Patricia matches us both, plus other linked maternal cousins, on the same segments. For bucketing to occur, you don’t have to do anything except link known relatives to their proper place in your tree. FamilyTreeDNA does the rest by assigning your matches either maternally or paternally if they match on common segments.

Upload DNA Files to FamilyTreeDNA from Other Vendors

If you have not taken the Family Finder test at FamilyTreeDNA or uploaded your DNA file from 23andMe (Dec 2010 to present), Ancestry (May 2012 to present), or MyHeritage (March 2019 to May 7, 2025) to FamilyTreeDNA, you should do so now to take advantage of their tools, plus AutoKinship at Genetic Affairs.

What is AutoKinship and Why is it Different?

AutoKinship takes traditional clustering and kicks it up several notches. Instead of just showing you which matches cluster together, it actually attempts to build family trees based on the shared DNA amounts between your matches.

AutoKinship looks at how much DNA your matches share with you, and with each other, and uses that information to predict their relationships. Then AutoKinship builds potential family trees showing how everyone might connect. Additionally, you get to provide input in the process.

The timing couldn’t be better, especially since FamilyTreeDNA recently launched their updated Matrix tool, showing how your matches are related to each other. I wrote about that, here.

Two Steps

There are two primary steps in the AutoKinship process that build on each other. However, within these steps, there are many stepping-stones, so I’ve documented each one.

We’re going to use these tools, one at a time, in order.

I suggest that you join the Genetic Affairs User Group on Facebook for additional support and information.

Using AutoKinship with FamilyTreeDNA

The AutoKinship functionality for FamilyTreeDNA provides an automated approach using both AutoCluster and AutoKinship, together, then AutoLineage, where you can refine the information in a number of ways.

🔹 Step 1: Automated AutoKinship via Genetic Affairs

The first step involves running the AutoKinship tool directly from the Genetic Affairs members’ site. This process is fully automated:

  • It starts with the FamilyTreeDNA AutoCluster option, which groups DNA matches into shared clusters based on their connections to each other.
  • AutoKinship is then automatically launched on each cluster, adding the DNA tester and generating relationship hypotheses among the group.
  • Several family tree models are produced, showing how the matches and the tester could be connected based on shared DNA and cluster structure.

This step is ideal for getting quick insights into how groups of matches may relate.

🔹 Step 2: Refined Clustering & Relationship Analysis Using AutoLineage

After the automated run, downloadable files for AutoLineage are generated. These files allow you to re-import the match, shared matches, and tree data into the AutoLineage web application for further analysis.

This second step offers greater control and customization:

  • You can redo the clustering, optionally tweaking parameters to fine-tune how matches are grouped.
  • You can redo the common ancestor analysis, optionally tweaking parameters to fine-tune the discovery of MRCAs
  • The AutoKinship tool within AutoLineage becomes available again, this time with additional functionality:
    • Define known relationships between matches, such as parent-child or cousin relationships
    • Define generational information, for instance, if you know certain matches are not on the same generational level
    • Integrate MRCA (Most Recent Common Ancestor) data from reconstructed trees, e.g., from the Find Common Ancestors module.

This enhanced phase is especially useful for integrating genealogical trees for targeted clusters.

By combining both steps, automated clustering with AutoKinship, and manual refinement with known or tree-derived relationships using AutoLineage – you can leverage your FamilyTreeDNA data for in-depth relationship exploration.

Let’s Take AutoKinship for a Spin

As always, I’ll walk you through this process step by step, using my own DNA results as an example.

Getting Started

First things first – you’ll need to be a member of Genetic Affairs, so sign up for their free membership, here. Genetic Affairs’ customers purchase “credits” to spend on various features and reports, but you receive 200 free to start.

The automated AutoKinship analysis available on the Genetic Affairs website can be run using credits from the free tier – perfect for exploring the tool without any commitment. This allows users to generate relationship trees for FamilyTreeDNA clusters right away.

To access the more advanced features in the AutoLineage desktop application—including refined clustering, manual relationship input, and integration of MRCA data from reconstructed trees – you’ll need an active subscription.

To get started, sign in to the Genetic Affairs member site, here.

Let’s walk through the process step by step.

We’ll begin by registering a FamilyTreeDNA profile at Genetic Affairs. Click on “Register a new website” to get started.

FamilyTreeDNA account passwords are not stored at Genetic Affairs.

After clicking “Register profile,” you’ll see a message asking you to double-check the credentials for the kit you’re about to use. This is also a good time to log in to your FamilyTreeDNA account directly to make sure there are no pending actions — such as enabling two-factor authentication or accepting updated terms of service.

Once you click “I understand, continue,” you’ll see a list of all registered FamilyTreeDNA profiles at Genetic Affairs.

Locate the kit you want to analyze and click the blue “Start analysis” button.
This opens a guided wizard that walks you through each step of the setup.

First, select AutoKinship and click “Next.”

You’ll then be asked to define several thresholds:

  • Minimum and maximum shared cM
  • Minimum size of the largest segment
  • Minimum cluster size

A quick word of caution here: selecting a very low minimum cM value may actually reduce the number of usable matches. That’s because the system must download shared match data until it either reaches that threshold, or a preset timer expires, which can limit how much data is downloaded. When in doubt, start conservatively. You can always rerun the analysis later and change the parameters. Unfortunately, there’s no way to simoly “get everything” in one run which is, of course, what everyone would do.

Click “Next” to continue.

This section determines which matches will be included in the analysis.
For your first run, I recommend using the top matches within the selected range. This provides a strong foundation and usually produces the clearest results.

Later, once you’re more familiar with the output, you may want to experiment by analyzing only the shared matches of a specific person or group. For now, keep it simple and click “Next.”

Here, you’ll enter your FamilyTreeDNA password (twice) so the system can retrieve the required data.

If you use two-factor authentication, you can enter the 2FA code here, as well. To do that, log in to your FamilyTreeDNA account, retrieve the code from your email, and paste it into the wizard.

Then click “Next.”

You’ll now see a summary of all the settings you’ve chosen. Take a moment to review everything. When you’re ready, click “Perform analysis” in the bottom right corner.

At this point, the Genetic Affairs servers take over and begin processing your data.

The Results Arrive

When your report is ready, you’ll receive an email with a download link. You can also access it through the notification panel in the top right corner of the Genetic Affairs site.

Downloading the report will result in a zipped file. Save it in a location on your computer where you can find it.

Critical Step

This step is critical and will save you a great deal of frustration: If you’re using a PC, you MUST extract or unzip the files before you can properly use them. I can’t tell you how many people skip this step and then wonder why they’re receiving error messages. Ask me how I know!

This is your zipped file.

If you try to open the HTML file while it’s still zipped, it might appear to work at first, but when you click on any links within the file, you’ll receive an error.

If this happens to you, close everything, right-click on that yellow zipped folder, select “extract all,” and then try again.

Now you’re set up, so on to the fun part – viewing the results.

Exploring Your Results

Once you have everything properly extracted and open the HTML file, you’ll watch your AutoCluster literally fly into place on your screen. I love this part. It’s like watching my family fly into place. I wish the actual genealogy research was this easy.

The new Genetic Affairs reports include significantly more information than previous versions.

You can change what’s displayed using the dropdown menu.

By default, you’ll see the shared cM amounts between your matches, but you can change this to show paternal or maternal information if you’ve identified those lineages by linking your matches.

In my case, my maternal line has fewer matches because my mother’s ancestry includes both recent Dutch and German immigrants, so the majority of my high cM matches are US-centric on my father’s side. My father’s ancestors have been in this country since colonial times, and a lot of testers in the US are looking back to the old country for their origins.

Therefore, in my first several clusters, I see squares with the symbol P, indicating they are paternal matches – designated as such through linked family matches, aka bucketing.

You can see the faint Ps inside the orange cells.

Here’s a close-up so you can see the “P” for paternal. If you haven’t linked your matches, you won’t have bucketed matches. Your Genetic Affairs results don’t require bucketing – it’s just a really beneficial feature.

You can change your AutoCluster settings in several ways. I tend to start with the defaults and then modify from there.

Genetic Affairs functions based on the amount of server time a particular tool takes, so it’s not possible to just “run everything,” or trust me, I would.

The Common Ancestor Magic

In your report, scroll down several sections, and you’ll find Common Ancestors – my favorite feature.

This section shows you the common ancestors that have been identified between your matches’ trees.

Looking at the Common Ancestors cluster report, you can click on three things for each cluster:

  • FamilyTreeDNA Trees of Cluster #
  • Common Ancestors of Cluster #
  • Common Locations of Cluster #

Let’s examine the reconstructed trees based on the common ancestor analysis. The first cluster shows some of my close DNA matches that are descendants of my Vannoy line.

You can see that there are six testers, in addition to me, who descend from Joel Vannoy.

Next, scroll down to the AutoKinship section of your report.

The AutoKinship Analysis

The real treasure lies in the AutoKinship analysis, which is presented in a small table on the main HTML page. When you click on the AutoKinship results for any cluster, you’ll see reconstructed trees based on the shared DNA amounts between matches, meaning between you and each of them, and between each other.

You can see that I have 10 reports available based on the cluster numbers indicated.

I clicked on Cluster 1, which shows some of my close DNA matches who are Vannoy line descendants. This includes testers both with and without trees.

Since the AutoKinship algorithm doesn’t have access to age information, it sometimes struggles with generational differences – but the relationship predictions are still remarkably useful.

Alternative trees are also provided, giving you multiple hypotheses to investigate.

Some matches may not be integrated because of incompatible relationships.

The Next Step with AutoLineage – Adding Genealogical Trees to the Mix

We’ve seen AutoTree and AutoKinship. The new upgraded AutoLineage adds genealogical tree information to genetic information by allowing the user to:

  • Import other trees
  • Integrate most recent common ancestors (MRCAs) in AutoKinship trees
  • Set known relationships
  • Provide generational information.

AutoLineage, Genetic Affairs’ online clustering and tree-building tool, has been around for several years but was recently upgraded to create trees based on shared DNA and incorporate genealogical evidence.

This is where the proverbial rubber meets the road.

Setting Up AutoLineage

Return to the home page at Genetic Affairs and select AutoLineage.

If you’re new to this tool, you’ll see a simplified workflow on the start page that walks you through the process.

First, create a profile representing the DNA test taker – in my case, that’s me.

After creating the profile, you’ll be redirected to the landing page of the profile. From there, you can register DNA tests linked to the profile. From the home page, you can see the different profiles.

You’ll register a new FamilyTreeDNA test specifically for each user whose kit you manage and who took a test.

FamilyTreeDNA is the only DNA testing company for which Genetic Affairs runs automated analyses on their site.

Additionally, you can:

Importing the Data

After registering a FamilyTreeDNA test, you are redirected to the overview of this DNA page, where matches are imported.

Click on “Import matches” and select the CSV file from Genetic Affairs. Here’s where that AutoKinship report we generated earlier comes in handy. The unzipped report contains match and shared match information that we can import directly into AutoLineage.

Navigate to the gephi folder in your report and select the nodes.csv file to import your matches.

After importing the matches, a short dialog shows how many matches were imported.

After closing the dialog box, the DNA matches pane is opened.

You’ll see your DNA matches that were downloaded.

Next, import the shared match information from the edges.csv file in the same gephi folder.

Once both data sets are imported, you’ll see that the ICW (In Common With) column has populated, showing how many shared matches are available for each DNA match.

Clustering in AutoLineage

Now, with the shared match data loaded, you can perform your own clustering analysis.

The wizard allows you to set parameters for which matches to include based on:

  • The amount of shared cMs
  • Weighted or unweighted clustering
  • How much DNA is shared between shared matches

You can also define the cluster characteristics, from sparse to very dense clusters.

Last, you can select the coloring scheme. After setting the parameters, click on “Start Clustering,” at bottom right.

After clustering is finished, the clustering chart is displayed. It looks fairly similar to the ones obtained automatically from Genetic Affairs, but with some differences.

The first thing I noticed is that the large orange cluster 1 in the automated clustering is now mostly represented by the purple cluster 4.

Let’s zoom in on this cluster. By looking more closely at the numbers contained in each cluster, you can already make an estimated guess about the richness in relationship information for cluster members. This cluster has lots of close relationships. Clusters whose matches only share a small amount of DNA with each other are not the best candidates for an AutoKinship analysis because they most likely share a distant common ancestor. Unless, of course, it’s a distant ancestor you’re searching for. (Hello brick wall.)

Adding and Importing Tree Information

Now that we have the new clusters, we could continue to directly run the tree reconstruction on these clusters using the shared DNA information, but let’s wait  since we want to include the tree information as well to guide this process.

To use common ancestors, we need to import the available trees that are linked to the DNA matches. Luckily, just like (shared) match information, the tree information is provided with the automated analysis as well. Let’s import the data.

First, navigate to the tree management page. As you can see, no trees have been created or imported. Let’s start the wizard by clicking on the “Import Trees” button.

An “Import tree” wizard pops up, providing different ways to import tree information. It’s also possible to import GEDCOM files or tree data from other resources, but for now, I’m only using the archived trees at FamilyTreeDNA.

Click on the last option and select the files.

Navigate to the matches folder and select the HTML files contained in the folder.

Each file represents a DNA match report, some of which have a tree associated with them.

After importing the trees, they are automatically associated with the concerned DNA matches (using the unique identifier present in each file name). The tree overview page shows which tree is linked to a profile or DNA test, and the amount of DNA shared with the linked DNA match.

If you have created trees for your matches based on your own research (like quick and dirty trees), now is the time to import these using the “Import Tree” wizard again. This is a wonderful feature, because it means you’re not entirely dependant on your match having uploaded a tree themselves.

If you don’t import trees from GEDCOMs, you don’t need the linking wizard.

Click on the “Import Tree” wizard and select the GEDCOM option.

Now that we have imported additional trees, we need to associate them with DNA matches.

You can use a wizard to link the unlinked trees to the DNA matches, or link them from each DNA match. The wizard will try to guestimate, based on the content of the tree file name, which DNA match could be associated with the tree. Change the search criteria if it does not provide the correct results.

TIP: Save the GEDCOM files with the name of the linked DNA match as well the shared cM, which speeds up the importing process

Don’t forget to import your own tree. I imported my GEDCOM file from my computer genealogy software and associated it with my profile so it’s included in the common ancestor identification. You can easily upload your GEDCOM from your computer software, or download your tree from either Ancestry or MyHeritage to upload here.

Visit the profile, and select the tree pane. The tree pane only shows a single individual and allows you to add ancestors to it manually. To associate that individual with an existing tree, click on “Link to Existing Tree”.

A wizard will be displayed, which shows all available trees on the left side. Sort by clicking on the “Created” column to display the most recent trees.

Next, you need to select the root person.

I selected my tree.

Next, the right side of the wizard fills with the people in the selected tree. Select the root person, which is me, and click on “Save” in the lower right corner.

Finding Common Ancestors

Now that we have associated a tree with the profile and imported trees for the FamilyTreeDNA matches, it’s time to locate some common ancestors. Fingers crossed!

Go back to the profile and select the profile overview. Scroll down to the “Find common ancestors” section and click on the “Find common ancestors” button.

The “common ancestors” wizard shows trees that are associated with this profile in the table on the left and provides information about the different steps on the right. You can change the settings to make the search more restrictive or more relaxed.

After running the common ancestor identification, a dialog shows the number of trees and tree persons that were used, and the number of common ancestors that were identified.

After the analysis runs, you’ll be able to view all reconstructed trees or filter them based on common ancestors, trees, or linked DNA matches.

Common ancestors, not surprisingly, often align closely with what the automated analysis discovered.

All six testers are now shown descending from our common ancestor, in the approximate location where they will fit in our common tree.

But we aren’t quite finished yet.

The Final AutoKinship Analysis

Finally, we’ve arrived. The earlier steps were necessary to pave the way.

We have the common ancestors and clusters, and it’s time to go back to the clusters to begin the reconstruction of trees using trees combined with DNA.

Click on the profile and go to the clustering results pane. Select the 1x view, which will show the clustering chart.

Now select the matches pane that shows the different matches that are contained in each cluster. Scroll down until you reach your cluster of interest, which is four for me.

After clicking on any cluster, you’ll be redirected to a cluster view with only the information for that particular cluster.

Let’s view purple cluster 4, which looks fairly dense, with only a couple of empty cells, indicating that these shared matches with white cells did not share (enough) DNA with each other to be included in the cluster. Now select the matches pane in the dashboard at the top of this cluster, which displays the matches linked to this specific cluster. As you can see, a button is now available that allows us to run the AutoKinship analysis. Click on the button.

Single cluster matches are displayed.

Now back to the wizard.

The wizard provides several important parameters:

  • Maximum number of generations between DNA matches
  • Number of trees to analyze in each iteration
  • Final number of trees to keep
  • Whether to include known relationships and/or MRCA (Most Recent Common Ancestor) relationships

In this example, MRCA relationships were found because we performed the common ancestor identification that resulted in common ancestors between the matches of this cluster.

If you know specific relationships between matches, you can set those manually. Sometimes you might not know the exact relationship, but if you can estimate that a match is one or more generations older or younger than yourself, you can set that too.

In addition to setting the relationship between the test taker (indicated in green in the table) and the DNA matches, it’s also possible to set the relationship between shared matches, if known.

The Hybrid Results

After the analysis has finished, an overview of the identified trees is presented.

The final result is a blended tree where DNA evidence fills in the blanks for matches who haven’t uploaded trees, or you haven’t provided a tree, and known genealogy supports the structure where it exists. This hybrid approach gives us the best of both worlds – the precision of documented genealogy combined with the discovery power of DNA analysis.

I particularly like this approach, because when I identify how a DNA match is related to me from any vendor, I enter their lineage in my desktop genealogy software. Therefore, using that GEDCOM file is the most complete source of my identified relatives.

Testers 1-6 were shown using the regular AutoTree, without the integrated tree, but an additional 11 matches were placed for consideration using all available tools.

I was using this as an experiment because I know how most people in this cluster are related, and those are all placed accurately. There is one person, located on the branch between 1 and 5, who I had no idea how they fit into this puzzle. Now, at least I know where to look.

I can’t imagine trying to do all of this manually.

Why This Matters

For those of us dealing with unknown parent or grandparent situations, poorly documented lines, non-existent trees, or just plain stubborn brick walls, this combination of tools is nothing short of amazing. You can now explore relationship hypotheses even when traditional documentation is scarce.

The reconstructed trees show how common ancestor information provides the template, while the AutoLineage tool fills gaps using shared DNA information. The updated AutoLineage is the genealogical assistant that never gets tired and can deal with relationship possibilities much more effectively than traditional hand-based methods.

In Summary

If you haven’t explored Genetic Affairs recently, give it a look. The integration between AutoKinship and AutoLineage represents a significant step forward in DNA analysis.

While AutoKinship offers valuable insights on its own, its full potential is truly unlocked when you export the data into AutoLineage. The combination creates a comprehensive analysis that was previously impossible.

For researchers dealing with complex family relationships or challenging genealogical puzzles, this hybrid approach that combines matches at FamilyTreeDNA with DNA evidence and genealogical trees could be the key to breaking through stubborn brick walls that nothing else has budged.

Last but not least, I suggest reading Dr. Patricia Coleman’s blog articles about these tools and her methodologies here and here. Patricia works extensively with these tools, and I often recommend her for private autosomal research consultations. Patricia’s 2026 RootsTech Session, DNA Case Study: Finding an 1877 Birth Father with Genetic Affairs, BanyanDNA, and No Birth Record, details her work solving a long-standing problem for my cousin in the Speaks family.

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