Category Archives: FamilyTreeDNA Discover

RootsTech 2025 – The Year of Discover and the New Mitotree

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Last week, RootsTech was a whirlwind and full of discoveries – which, ironically, was the 2025 theme.

I always take you along with me and share the RootsTech experience, start to finish, so here’s my 2025 “feet on the ground” report.

I might, just might, have overcommitted myself. I taught the half-day DNA Academy,  three more sessions, plus several other commitments such as book signings, get-togethers, and interviews.

One class, “DNA for Native American Genealogy,” was a live webinar from the floor of the expo hall. You can watch that here for free, if you’re interested.

Unfortunately, none of my other sessions were recorded, but I’ll see what other alternative options may be available to bring those to you.

Additionally, I did two book signings at the GenealogyBank booth, along with two other authors, Drew Smith and Sunny Morton. I’m sorry, I don’t have any pictures. I should have asked someone to take some.

There were long lines and books sold out. Still, you can order either of my books, The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA or DNA for Native American Genealogy, at Genealogical.com. Thank you to GenealogyBank for being so welcoming.

The book signing was particularly fun because people shared their success stories or their hopes of what they want to achieve. I met a couple of new cousins too! Even people waiting in line were helping each other with information about research resources.

I had created my “RootsTech plan” for sessions I wanted to attend, but I was only able to actually attend one of those. Several were happening at the same time as mine, or directly before or after. As a presenter, you arrive early to get set up and make sure everything is working correctly.

Then, after your session, attendees have questions and are interested in your topic, which is a good thing. So essentially, you can’t attend sessions either before or after your session either.

Before I share photos, I’d like to share something else.

It’s About the People

I have never attended RootsTech for the classes, although there are wonderful offerings – and I have enjoyed them immensely.

Having said that, for me, the best part of RootsTech is the people. People I know and love but never get to see – many of whom I met in-person at RootsTech initially. I get to meet my blog followers. I meet with or reconnect with friends and cousins from around the world. I am privileged to talk with people about their challenges and their victories – when they’ve broken through a brick wall using DNA that they could never have otherwise achieved. People collaborating and helping each other. It’s all beautiful.

The reason I started blogging in the first place, and the reason all 1750 articles are free, is because I wanted to help people do just that – confirm ancestors, find ancestors, and connect with their fsmily.

My cousins that I’ve met through genealogy are some of my closest friends and closest family members. Outliving everyone is a mixed blessing but it makes me extremely grateful for my various cousins since all of my siblings and close family, with the exception of the next generation, have transitioned to the land of the ancestors.

So, yea, for me, RootsTech is about connecting and reconnecting with the people.

That’s also why I never get anything done because I’m always talking with someone.

Additionally, this particular RootsTech was a celebration.

Mitotree Release

Just a few days before RootsTech, the Million Mito Team at FamilyTreeDNA released the brand new Mitotree, 5 years in the making, reconstructing the tree of humankind to reflect our combined heritage more accurately.

At RootsTech 2020, I was honored to announce the Million Mito Project, and the new Mitotree initiative was born.

At some point, I will write about the deep, personal significance of the Mitotree for me,  but for now, suffice it to say that there is something profoundly moving about rewriting the tree of humankind and in doing so, giving a voice to our ancestors from long ago. Yes, I know many of them are thousands or even tens of thousands of years old, but had they not survived, we would not be here today. Now we can identify who they are and that they lived.

Million Mito Team, left to right, Goran Runfeldt, Dr. Paul Maier, me, Dr. Miguel Vilar, Bennett Greenspan, John Detsikas

Our amazing Dream Team has given life to our ancestors and said their names once again, even if their name is a mitochondrial DNA haplogroup. Four team members, Goran, Paul, me and Bennett were at RootsTech. Where else can you actually approach and speak with the actual scientists?

When I say RootsTech is about the people, I know that I am related to every single individual at RootsTech, it’s just a matter of how far back in time. So are you.

Just think about the significance of that for a minute.

Every. Single. Person.

The other end of the mitochondrial DNA spectrum is genealogy, of course, and the new Mitotree with it’s haplotype clusters brings mitochondrial DNA results into the genealogical timeframe. In future articles, I’ll be writing about each one of the new tools, what they mean, and how to use them.

Dr. Paul Maier, lead scientist doing most of the hard science behind Mitotree, had the much-deserved honor of introducing the Mitotree to genealogists at RootsTech.

I’m not sure the audience understood they were witnessing history unfold, but they clearly were. We needed a drum roll and some balloons!

This wasn’t like most vendor announcements of a new product or feature – this was a major scientific achievement that led to genealogical benefits.

In celebration, I asked my friend to make double helix zipper pulls so that I could give them to colleagues, friends and cousins that I ran into at RootsTech. It’s my way of celebrating and sharing the joy!

Five years is a very long time to work on a project. The Mitotree is a massive accomplishment. Every customer at FamilyTreeDNA who has taken the full sequence test received their new haplogroup either the week before or during RootsTech, AND, the second updated version of the tree was released too.

While this is truly wonderful, the true highlight is the testimonials – seeing how Mitotree is actually helping people break through their brick walls.

Here’s just one.

Breathless Testimonial

I’m going to try to convey this exactly as it happened.

A lady that I don’t know literally runs up to me in the hallway. This isn’t unusual. She was so excited that what she said was one long breathless sentence, which I’m going to try to reconstruct here, although I’m adding a bit of punctuation. I also can’t remember how many “greats” were attached to the “grandmother,” but you’ll get the idea.

Roberta, Roberta, I’m so excited – I just wanted to let you know – I found my ancestor using mitochondrial DNA. I got my new haplogroup and I had like 47 matches before but now they are clustered together so I could focus…and there were three matches in my cluster…and one of them had an EKA but the other didn’t…so I built out the EKA matches’ tree and guess what??? They were from the same place and then I found that her great-great-grandmother’s sister is my great-great-grandmother but she had her surname so now I have more generations too. OMG I ‘m so excited I could never have broken through this wall without mtDNA because I had no surname. This is THE MOST CONSEQUENTIAL DNA TEST I’VE EVER TAKEN, and I’ve taken them all. Thank you, thank you!

And with that she quickly hugged me and ran off to something she was obviously late for.

I never got to say one word, which was fine, but I stood there with tears in my eyes, thinking to myself, “This – this is what it’s all about.”

It doesn’t get better than this!

I want to hear your stories too. I just scaled my fourth brick wall last night using the new Mitotree and mtDNA Discover features.

RootsTech Week

RootsTech week started early for me – as in leaving the house at 3 AM Sunday. I fly on Sunday because the flights are cheaper and because the pre-conference meetings and events begin on Monday.

We took off into the dawn, jetting our way westward through the azure blue sky.

I have never gotten over the majesty and beauty of the Rocky Mountains.

And then, of course, the Great Salt Lake, for which Salt Lake City is named.

Looking at the Salt Palace across the street from the Marriott hotel. The silver building is the new Hyatt which is attached to the conference center behind the windmills which extends another very long block to the right, out of view. The mountain range is visible in the distance, and the beautiful sunset.

Speaking of the Marriott hotel, several people have asked if it was any better this year, and if I got trapped in the fire exit again, like last year.

No, I didn’t get stuck because I didn’t tempt fate again. It looked just the same though, so I’m presuming nothing has changed. Furthermore, there was no heat in my room, so they gave me a space heater and a pass to the concierge level – which they did not do last year.

That was kind of them, but food ran out, and there was only one poor server in the restaurant. I’m not even going to mention the nauseating thing that happened with my food. Let’s just say I’m not picky, but I will NEVER eat there again, and that makes it particularly difficult because there’s very little close by, especially when you’re exhausted.

I’m hoping that RootsTech will negotiate someplace different for speakers in the future. I’ve stayed in a lot of Marriotts and most of them are just fine. I have never had issues like this with any of them, let alone repeat issues year after year.

The good news is that we’re not there for the hotel, and the fun began on Monday.

Monday

My interviews began on Monday morning with “Mondays with Myrt” at the FamilySearch Library, which you can view here beginning about 16 minutes.

Mondays with Myrt is a RootsTech tradition and Myrt incorporates people present in person and tuning in virtually as well. Left to right, Kirsty Gray from England, John Tracy Cunningham, me and Myrt. Kirsty had a huge breakthrough that she shared with us just a few minutes after it happened.

I met John at the ECGGS Conference last October. He’s one of the few people I know whose 8 great-grandparents were born in the same county. I’m so jealous. Mine were either born in or first generation immigrants from four countries.

Sometimes the broadcast waiting area is just as much fun as the actual broadcast – in part because it’s the first day of RootsTech week and everyone is so excited to see their friends that they haven’t seen in forever. Call is a reunion!

Do Kirsty Gray and I look like we’re about to get into mischief?

Behind me is the first group of folks to be interviewed.

Pat Richley-Erickson, aka Myrt, Cheryl Hudson Passey, Laura Wilkinson Hedgecock, and Jenny Horner Hawran.

This is the livestream room at the FamilySearch Library. The waiting area for the next group is to the right, and the three presently being interviewed are sitting on the left beside Myrt.

For those who know Gordon, aka Mr. Myrt, he’s coordinating interviewees outside the livestream room. His job is herding cats and he’s the nicest cat-herder you’ll ever meet!

Pre-RootsTech Library Research

I love the FamilySearch Library. It feels like coming home to me.

So many passionate genealogists at every level – learning and searching. Lots of volunteer helpers available, too.

Normally, I create a research plan for the library, but I had been so utterly slammed between preparing my several RootsTech sessions and the Mitotree release that I hadn’t really been able to prepare anything.

I did, however, have a group of ancestors in mind that settled in the Oley Valley in Pennsylvania, so I decided to focus on the Berks County books.

I won’t bore you with the details, but among other things, I found confirmation that the Hoch surname is also the same as High and Hoy, which explains some very confusing Y-DNA results. So even though I didn’t get much productive time there, I did find something very useful in the land records.

I also ran into cousins and friends, of course, which is why I didn’t get more actual research done.

I knew Judy Nimer Muhn, at left, was going to be at RootsTech as a speaker, and I knew we connected through Acadian lines, but we never took the time to really piece together that puzzle.

My cousins, Mark and Manny were also coming for RootsTech, and to visit the library, for the first time. Mark, Manny and I visited Nova Scotia together in the summer of 2024, chasing our ancestors.

You know, fate is a funny thing.

We all descend from Acadian, Francois Savoie who was born about 1621 in France, but settled in Acadia, today’s Nova Scotia. Mark, Manny and I knew that we are cousins through Francois, but Judy and I did not. Mark, Manny and I ran into a local historian, Charlie Thibodeau, the Acadian Peasant, last year, outside of Port Royal. It just so happened that he was taking another couple to see the remains of the Savoie homestead deep in the salt marshes at BelleIsle.

We asked if we could join them, and Charlie was kind enough to include us. It was a long, brutally hot, tick-infested hike through the swamp, but oh so worth it!

We also found the well, located between three homesteads.

The year before, Judy had been in the same place in Nova Scotia, found the same man, Charlie, at the BelleIsle Hall Acadian Cultural Centre, and he had taken her to the remains of the same homestead.

And here we all four are in Utah.

What are the chances?

Needless to say, we had a LOT to talk about, and still do. Unfortunately, I wasn’t able to get to Judy’s talk, but Mark and Manny attended.

I ran into Katy Rowe-Schurwanz, the FamilyTreeDNA Product Manager at the library too, and look what she’s wearing – a mitochondrial DNA scarf. How cool is that!

The rest of Tuesday and most of Wednesday morning were spent trying to update my several presentations to reflect newly released information by various vendors and practicing the timing of the presentations. I had another interview, and more people were arriving.

I found time to visit Eva’s Bakery about 3 blocks from the Salt Palace. If you’re ever in Salt Lake City, Eva’s is a must! Lunch is wonderful, and so are their French pastries.

Wednesday is “tech prep” day at RootsTech, along with speaker instructions and then the Speaker Dinner.

Steve Rockwood, President and CEO of FamilySearch always delivers an inspirational message and this year did not disappoint.

If you’ve wondered about RootsTech conference stats, they provided this information. I can’t even imagine trying to coordinate all of this – and that’s not including the vendors, expo hall, technology in the presentation rooms, food, security and so much more.

Last year, in 2024, the final attendance numbers were more than 16,000 people in person and 4 million virtual attendees. I noticed a few days ago that there were more than half a million people participating in Relatives at RootsTech, which is still live until April 12th.

On Wednesday evening, after the Speaker’s Dinner, vendors in the Expo Hall were putting the final touches on their booths and preparing for the thousands of excited genealogists who would descend Thursday morning.

Discover

This year’s RootsTech theme was “discover” and attendees were greeted with this display just inside the door.

Attendees listed their discoveries on Post-its and could either post them on the board or plastic boxes, or on the green tree.

I placed my discovery from the day before at the library on the Rootstech tree.

Some people place their wishes here, kind of like a technology wishing well.

I couldn’t help but think of the new Mitotree, now forever green and growing, so I posted a second discovery, “Mitotree.”

Thursday – Opening Day

For those who don’t know, the Salt Palace Convention Center is two lengthy blocks long, a block wide, and two or three stories high, depending on whether you are in the front or rear portion. In other words, it’s massive and you need a map!

The huge Expo Hall with vendors is located in the center on the first floor and vendors have aisle addresses. The show floor is always very busy, and this year was no exception. One of the things I love is that spontaneous conversations just spring up between people who often find commonalities – common ancestors, common locations, and more. People compliment each other and join others at tables. It’s like a big family gathering of sorts.

I always try to walk the entire Expo Hall, because I really enjoy seeing the vendors and their wares, but this year, I never actually had enough time to traverse all the aisles. I took several pictures as I was passing through and running into people, but not nearly enough. I know I missed a lot, but there just wasn’t enough time and I arrived at RootsTech already tired.

However, the energy of RootsTech is like no place else and just infects you.

It’s like you can’t drink from the genealogy firehose fast enough!

Let’s Take a Walk

Ok, come along on a walk with me.

Left to right, Lianne Kruger, a speaker, and Courtney, in the FamilyTreeDNA booth. I believe they said they are cousins.

Daniel Horowitz, genealogist extraordinaire, in the MyHeritage booth. More about MyHeritage’s announcements shortly.

Geoff Rasmussen in the Legacy Family Tree Webinars booth. For those who don’t know, there’s lots of good material at Legacy, and the freshly recorded webinars are always free for a week.

Several vendors offer booth talks, including MyHeritage. I love their photo tools and use their site in some capacity almost daily.

One of the RootsTech traditions is ribbons. Collect one, collect ‘em all. Liv’s ribbons almost reach the floor. I think she wins!

Selfies are also a RootsTech tradition. Me, here with Jonny Perl of DNAPainter fame. I owe Jonny an apology as he asked me if I had a minute, and I had to say no because I was on the way to one of my own classes. I never got back to his booth to view his new features. Sorry Jonny – don’t take it personally!

Jonny released a new Ancestral tree version titled Places, so take a look here at his blog. I need to go look at my ancestors Places.

You’ll find this new feature under Ancestral Trees, Places. These are my most recent 8 generations. Just think of all those brave souls who climbed on a ship and sailed for the unknown. Check this feature out and have fun.

In a booth talk, Dave Vance, Executive Vice-President and General Manager at FamilyTreeDNA is speaking about the three types of DNA, which are, of course, Y-DNA, mitochondrial and autosomal DNA – all useful for genealogy in different ways.

Dave is explaining how in-common-with matches, also known as shared matches, operate with the chromosome browser. You can use the chromosome browser, shared matches, the new Matrix Tool, and download your match segment information at FamilyTreeDNA, a combination of features not available at any other vendor.

WikiTree, a free a moderated one-world-tree is one of my favorite genealogy tools. One of their best features is that you find your ancestor, and in addition to lots of sources, their Y-DNA, mitochondrial DNA, and those who are related autosomally are listed. Here’s my grandfather, for example.

Several DNA connections are listed. The further back in my tree, the more DNA connections are found, becuase those ancestors have more descendants.

WikiTree volunteers were wandering around taking pictures of “WikiTreers” holding fun signs.

Paul Woodbury, a long time researcher with Legacy Tree Genealogists, who specializes in DNA. I don’t take private clients anymore, and regularly refer people to Legacy Tree.

Me with Janine Cloud taking our annual RootsTech selfie. Janine, the Group Projects Manager at FamilyTreeDNA and I co-administer one of those projects and accidentally discovered a few years ago that we are cousins too. How fun is this!!!

I wanted this shirt, but by the time I got back to the booth, it was too late. I’m going to order it online from Carlisle Creations, in case you want one too. This is so me.

Land records are critically important to genealogists. Rebecca Whitman’s class was about plotting land plats. What she’s holding is a surveyor’s chain. You’ve read about chain carriers? This is what they carried to measure land boundaries – literally metes and bounds. Some of my best discoveries have been thanks to land records.

The only session I actually got to attend was Gilad Japhet’s “What’s New and Exciting at MyHeritage.” For those who don’t know, Gilad is the founder and CEO of MyHeritage and it’s always great to hear about the new features straight from the top executive who is, himself, a seasoned genealogist. That’s why he started MyHeritage in the first place – 22 years ago in his living room.

Gilad had several wonderful announcements, but the one I’m most excited about is their new Cousin Finder. Cousin Finder finds and reveals cousins who are DNA candidates if they have not yet taken a DNA test.

I’ll be writing more about the MyHeritage announcements soon, but you can read their blog about Cousin Finder now, here, and their Roundup here about the rest of their announcements!

My Last Class – Reveal Your Maternal Ancestors & Their Stories

My last class at the end of the final day of RootsTech was “Reveal Your Maternal Ancestors & Their Stories – Solving Mitochondrial DNA Puzzles.”

Had I tried to coordinate this presentation with International Women’s Day, I could never have done it, but fate winked and here I was.

I’m often asked what it’s like from the presenters’ perspective. This is one of the smaller ballrooms. My earlier sessions were in larger rooms, maybe 3 times this size. I took this picture about 15 minutes before the session started as people were beginning to drift in.

The amazing RootsTech techs had me wired up to microphones and had verified that the audio and video equipment was working correctly, so now it was just waiting.

My cousin, John Payne, who co-administers the Speaks surname project with me, came by and took this great picture of the two of us. We’ve made huge inroads connecting the various Speake(s) lines in America, plus finally proving our home village in England, thanks to the Big Y-700 test, followed by church records. All is takes, sometimes, is that one critical match.

As I sat there, waiting to begin the mitochondrial DNA session, I couldn’t help but reflect upon all of the women who came before me and how fortunate I was to have been in the right place at the right time to be a member of the Million Mito team.

These are my direct matrilineal ancestors who give me, and my daughter, pictured at left, their mitochondrial DNA. I felt them with me as I sat there, waiting.

The woman at furthest right, Barbara Drechsel (1848-1930), immigrated to Indiana from Germany as a child with her parents in the 1850s. Before her came thousands of generations of women with no photos, of course, and no names before Barbara Freiberger, another eight generations earlier, born about 1621 in Germany.

Before that, which was before church and other records, prior to the 30 Years War, this lineage came from Scandinavia where some of my exact matches are still found today.

Before beginning, I said a positive affirmation and thanked my ancestors – so very honored to introduce them. I know they were proud of me, a member of the team that opened the door to the distant past. I wouldn’t be here if not for every one of their lives.

In this session, I would discuss, for the first time ever, the new Mitotree and my/our connection to all of humanity some 7000 generations ago, more or less.

The mutations we carry over those generations form an unbroken chain of breadcrumbs, connecting us to mitochondrial Eve who lived about 145,000 years ago. We revealed that breakthrough finding in the Haplogroup L7 paper, published in 2022.

I’m still in absolute awe that we have been able to both reach that far back in time AND, at the same time, make the newest haplogroups and haplotype clusters genealogically relevant. I will write more about that soon, but for now, I wrote about the Mitotree release here and you can find articles by Katy Rowe-Schurwanz here and here.

I’m very excited about my new mitochondrial DNA results for my ancestral lines that I track and have already made headway on several.

I’m not the only one.

Not only was I excited about my results, many other people have had breakthroughs too, including Mark Thompson, one of our genealogy AI experts who also spoke at RootsTech. I particularly love his AI generated image.

If you haven’t yet, check your mitochondrial DNA results.

It’s a Wrap

Another year done, another RootsTech under our belts. Hopefully everyone is over the “conference crud” by now and are busily applying their newfound knowledge.

You can view either live-cast sessions or RootsTech webinars, here.

I saw a meme posted sometime during the conference that coined the term “exhausterwhelmulated,” a combination of exhausted, overwhelmed and overstimulated at the same time.

I added exhilarated and elated to the mix and asked ChatGPT to draw me a picture of someone at a genealogy conference feeling those simultaneous emotions.

ChatGPT titled this request “Genealogy Conference Overload,” which made me laugh.

The first two attempts looked like the person had a headache, which I fully understood, so I asked ChatGPT to make the person look happy to be there.

This person, carrying a coffee like I often do, looks like they have just discovered the great irony that they have chased the wrong ancestor for some 20 years – with “laugh or I’ll cry” mania being their overwhelm “go to” in that minute.

This one made me laugh too!

Yes, indeed, I think every single one of us, especially at RootsTech, has experienced this exact adrenaline-fueled emotion.

We leave with a VERY long to-do list, exhausted but full of anticipation and buoyed by excitement. Filled with so much gratitude for our cousins and fellow genealogists, the speakers, vendors, DNA to solve thorny problems, new tools and records, FamilySearch who sponsors RootsTech itself and their amazing employees, plus the legions of the volunteers who make it all work.

Thank you! Thank you! Thank you!

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Mitotree is Born

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Mitotree is born and I can hardly contain my excitement.

The Million Mito R&D team members, along with many others at FamilyTreeDNA, are proud to introduce the new Mitotree and mtDNA Discover, which were brought to life thanks to one pivotal entrepreneurial figure, Bennett Greenspan, whose support and vision set the ball in motion and made Mitotree possible.

Left to right, the Million Mito science team is:

  • Goran Runfeldt, Head of R&D at FamilyTreeDNA
  • Dr. Paul Maier, Senior Population Geneticist at FamilyTreeDNA
  • Roberta Estes, DNAexplain, scientist, blogger, author, genetic genealogist, and Genographic Affiliate Researcher
  • Dr. Miguel Vilar, Genetic Anthropologist, Lead Scientist with the Genographic Project, and Professor at the University of Maryland
  • Bennett Greenspan, President Emeritus of FamilyTreeDNA, and avid genealogist
  • John Detsikas, Front End Developer who is responsible for the user interface for both Y-DNA Discover and now mtDNA Discover

The Million Mito Project Inception

The Million Mito Project was launched at RootsTech 2020 and encouraged people to test their mitochondrial DNA, both for their genealogy and to help build the database. More than a million samples were candidates, but only high-quality, full sequence results were used. In the process of building the tree, additional samples were incorporated from other public sources for tree construction.

Drum Roll – The Mitotree

A beta version of the Mitotree is being released today, and boy, is this a big deal.

Before we discuss the rest of what’s coming, I need to mention that the Mitotree is now evergreen, meaning that the tree will be updated periodically, as will mtDNA Discover. This lifetime value is included with the cost of your test, so there’s nothing more to purchase.

Haplogroups will change from time to time, as the tree does, so don’t fall in love with yours, and definitely, no tattoos😊

I’m going to be speaking in terms of “we,” meaning the Million Mito team who built the Mitotree and mtDNA Discover, plus an amazing team of FamilyTreeDNA folks who were absolutely essential in getting this out the door and to you.

The Mitotree is new from the ground up, and yes, haplogroup naming consistency with PhyloTree has been maintained where possible.

One of the unanticipated challenges we encountered was that the 2016 PhyloTree had to be recreated, essentially reverse engineered, to determine the rules they used regarding mutations for haplogroup creation. In other words, which mutations were valid and reliable, which weren’t, determining their relative importance, and so forth.

After the existing 2016 tree was recreated, the next hurdle to overcome was that none of the existing phylogenetic software used in academia would scale from 24,000 samples and 5500 subclades to more than a quarter million samples and 40,000 haplogroups, so that software had to be designed and written by R&D team members.

More information about this process will be forthcoming shortly, and a paper will be published with our methodology, but for right now, let’s look at the user experience and what’s being released now.

Here’s what’s coming today and over the next few days.

The beta Mitotree includes:

  • Over 40,000 branches
  • Over 250,000 mtFull Sequences from FTDNA
  • Over 10,000 third-party full sequences from GenBank, 1000 Genomes, etc.
  • Over 1000 Ancient Connections
  • Over 100 Notable Connections

More is on the way.

The new Mitotree is the tree provided in several formats within mtDNA Discover. You can view the public version of the tree, here, or sign on to your FamilyTreeDNA account and click through from your dashboard to see more.

Today’s Releases

The Mitotree doesn’t exist in a vacuum, so several updates and new features will be rolling out today.

  • mtDNA Discover, which includes the new Mitotree
  • New customer haplogroups for those who have taken mtFull sequence tests
  • New mtDNA matches page

New Haplogroups

New haplogroups have been calculated for FamilyTreeDNA customers who have taken the full sequence test. Those who have taken only the HVR1 or HVR1/HVR2 tests are encouraged to upgrade to the full sequence test.

Not everyone will receive a new Mitotree haplogroup that is different from their classic haplogroup, but most people will. Your original haplogroup is displayed with the classic tag, and the new Mitotree haplogroup with the beta tag.

If your classic and Mitotree haplogroups are the same, it means that either you have no more private variants (mutations) available to form a new haplogroup, or no one else from your lineage has tested yet.

New mtDNA Matches Page

If you click on your mtDNA matches, you’ll notice that the page has been redesigned to look and function like the other FamilyTreeDNA match pages.

If you click to view your matches, you’ll be able to view both the “old” classic haplogroup, and your matches’ new Mitotree haplogroup, plus a new haplotype if they have one. We will talk about haplotypes in a minute.

The people you match are the same as before, but matches may be recalculated in the future.

If you click through to the new mtDNA Discover from your dashboard, you’ll be able to view the public portion of mtDNA Discover, plus the additional customized information provided to FamilyTreeDNA mtFull sequence customers.

mtDNA Discover

If you have taken a full sequence test, sign on to your account to view your new haplogroup, then click on the new mtDNA Discover icon on your dashboard.

If you haven’t taken the mtFull sequence test, but the partial HVR1 or HVR2 versions, you can still view mtDNA Discover on your dashboard, but without the mtFull customization.

Customization that occurs exclusively for FamilyTreeDNA mtFull sequence customers includes:

  • Most detailed placement of your branch on Mitotree
  • Haplotype clusters
  • Additional Ancient Connections
  • Additional Notable Connections
  • The Match Time Tree
  • Globetrekker (coming soon)
  • The Group Time Tree (coming soon)

mtDNA Discover is similar to Y-DNA Discover.

You’ll be able to view a dozen new reports about your haplogroup in addition to the tools provided on your dashboard.

The new Mitotree can be viewed in several formats, each with its unique benefit.

  1. Time Tree – a genetic tree that shows when each haplogroup was formed, plus a country flag for where present-day testers report as the location of their earliest known ancestor (EKA)
  2. Classic Tree – a more traditional view of a phylogenetic tree, including the number of testers on each branch, the variants, or mutations that define the haplogroup, the era and approximate date of formation, and other details about the tree topology
  3. Scientific Details Variants Tab – shows the variants that differ in each haplogroup as you reach back in time
  4. Ancestral Path for the selected haplogroup – outlines your path back to early humans, including Denisovans.
  5. Match Time Tree for you and your matches (must be signed in to your account and click on mtDNA Discover icon)
  6. Group Time Tree (coming soon) for those who have joined projects

Match Time Tree

The Match Time Tree is extremely useful because it overlays your matches, plus their earliest known ancestors (EKA), on a genetic Time Tree, by haplogroup and haplotype, so you can see how you may be related, and when.

You can also see your matches that have now fallen into neighboring haplogroups, which suggests that they probably aren’t as genealogically close as people in your haplogroup. However, that’s not always the case, because mutations can occur at any time.

Haplotype Clusters

A haplotype cluster is a new concept introduced specifically for genealogists with the new Mitotree. Haplotypes are identified by numbered “F” groups. Three are shown, below.

There may be groups of people within a haplogroup that have exactly the same mutations, or genetic signature, and no additional mutations. Still, they may not form a new haplogroup. There could be several reasons for not forming a new haplogroup, including known SNP locations where mutations occur that are known to be unstable, such as location  315, which tends to accumulate random insertions and is ignored because of its known instability.

When multiple people share an exactly identical signature, meaning all of the same mutations, they are shown within a haplotype “F” cluster to provide additional specificity to the tree.

The haplotype has been designed to provide additional granularity to the tree and genealogically relevant information. The haplotype “Fxxxxxx” numbers are randomly generated and have no special meaning.

A word of caution here. While the haplotype sequences are identical, it is still possible that another tester from outside the cluster could be a closer relative. For example, they could have accumulated a fast mutating SNP in the last few generations, which would give them a different signature.

Someone who is actually genealogically close to you may be in a different haplotype, or no haplotype at all because no one matches them exactly. For example, if your aunt or sister has a heteroplasmy, they are a close relative and will be in your haplogroup, but won’t be in your haplotype cluster because of the heteroplasmy. So don’t ignore matches who aren’t in your haplotype.

In the above example, under haplogroup V71b, there is one group of three people of unknown origin, meaning they didn’t enter any location for their earliest known ancestor, plus haplotype F9712482 – all of whom are identical matches to each other, but don’t form a new haplogroup.

Beneath V71b is haplogroup V71b1 with nine people, plus two haplotype clusters. F1965416 consists of two people, and F8189900 consists of 16 people.

You can also see haplotype clusters bracketed on any of the Time Trees in mtDNA Discover as well.

More to Come

There’s more information to come in the next few days and weeks, and at RootsTech. I’ll be writing articles when I get back.

For now, take a look to see if you have a new haplogroup. The new haplogroup rollout is being staggered, and you should receive an email when yours has been posted. But there’s no need to wait. Go ahead, sign in and check now, check out mtDNA Discover, and have fun.

Guaranteed, you’ll learn something new, and you may discover the key to a new ancestor!

Resources

Here are additional resources about the new Mitotree, mtDNA Discover, and the associated updates:

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

Thank you so much.

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Lineages Versus Ancestors – How to Find and Leverage Yours

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Today, we’ll explore how a single direct test can uncover insights into an entire ancestral lineage, shifting our focus from individual ancestors to the broader concept of lineages.

When we work with either Y-DNA or mitochondrial DNA, we’re using a type of DNA that is specific to one ancestral line – or lineage. However, it’s not limited to just one ancestor. In fact, it applies to many.

Autosomal DNA, on the other hand, can be and is inherited from multiple ancestral lines. Of course, autosomal DNA is a bit like a jigsaw puzzle because YOU have to figure out WHICH line is the source of your match to someone.

You don’t have to do that with Y-DNA and mitochondrial DNA, plus, there’s a LOT more information available about both of those types of DNA.

Inheritance – How Parts of Your Ancestors Descend to You

I’ve put together a chart to explain the difference in the amount of autosomal DNA that you inherit from your ancestors versus the amount of either Y-DNA or mitochondrial DNA (mtDNA) that you inherit from specific lineages of ancestors.

Generation Autosomal Ancestors % DNA # Ancestors Y (males) & mtDNA Ancestors – %
7 GGGG-grandparents 1.5625 64 1 – 100%
6 GGG-grandparents 3.125 32 1 – 100%
5 GG-grandparents 6.25 16 1 – 100%
4 Great-grandparents 12.5 8 1 – 100%
3 Grandparents 25 4 1 – 100%
2 Parents 50 2 1 – 100%
1 You 100 1 – 100%

If you look at the amount of autosomal DNA inherited from each ancestor back seven generations, with you as the first generation, you’ll see that, on average, each of your GGGG-grandparents contributes 1.5625% of their DNA to you. In some cases, you might receive none at all, and in other cases, you might receive more – thanks to the uncertainty of recombination in each generation which I explained, here.

That’s not the case, though, for either Y-DNA (for males) or mitochondrial DNA for everyone. You always inherit 100% of the mitochondrial DNA carried by the entire lineage of your direct maternal line ancestors. Males always inherit 100% of the Y chromosome of their direct paternal line ancestors. Neither type of DNA is divided, recombined, or washed out over the generations. With the exception of an occasional mutation, the Y-DNA or mitochondrial DNA that your most distant ancestor in that line inherited is exactly what you receive.

Everyone can test their mitochondrial DNA, and males can take the Y-DNA test. Women give their mitochondrial DNA to both sexes of their children, but only females pass it on.

While you can only test for your own direct lines, you can test other people for their lineages which are also your ancestors.

Test Family Members

By testing family members who descend appropriately, you can obtain that same information for any ancestor.

For example, your father can test his mitochondrial DNA to receive the mitochondrial DNA information for his mother’s direct matrilineal line, or lineage. If you’re a female, having your father test both his Y-DNA and mitochondrial DNA provides you with valuable information about two ancestral lines that you can’t obtain from your own DNA.

Your mother’s brothers (or paternal uncles) can test their Y-DNA for your mother’s father’s line, and so forth.

Y-DNA is always the direct patrilineal line for males, and mitochondrial DNA is always the direct matrilineal line for everyone, so males can provide the DNA for both types of DNA for their ancestors. Men carry both types of DNA, the Y-DNA of their father and the mitochondrial DNA of their mother.

Lineages

The great news is that once you obtain that information by locating an appropriate tester, it’s conclusive in the sense that you typically don’t need to find someone else in that line to test – especially if they match someone else who descends from an ancestor in that same line. I say typically because, especially with Y-DNA, you may well want to test multiple men in different generations to track mutations that identify twigs and even leaves on their haplotree branch.

Essentially, both Y-DNA and mitochondrial DNA represent entire lineages, not just individual ancestors.

Once you obtain that information, you can:

  • Identify ancestors further back in time
  • Confirm lineages
  • Disprove lineages
  • Learn when your common ancestors with other testers lived
  • Learn where your ancestors and their ancestors lived
  • Discover which ancient and notable people you’re related to
  • Utilize match maps
  • And more

Click on any image to enlarge

There’s an entire world of information just waiting to be revealed – beyond matching for both Y-DNA and mitochondrial DNA and the half dozen great tools provided on your dashboard at FamilyTreeDNA.

The free Discover tool (currently for Y-DNA but very soon for mitochondrial too) provides a dozen extra reports. Between your dashboard reports and the Discover reports, there are about 20 chapters to your lineage story waiting for you.

There’s even a customized Discover experience for Big Y-DNA testers and full sequence mitochondrial DNA testers.

If you take the Big Y-700 test or the full sequence mitochondrial DNA test, your Discover experience includes:

  • Globetrekker
  • More Ancient Connections
  • More Notable Connections
  • The Match Time Tree
  • If you join projects, the Project Time Tree

For my Estes research, the Match Time Tree and Project Time Trees have been critically important.

Time Trees provide a genetic structure for how you and your matches are related over time. In the Match Time Tree above, you can see how my cousin is related to his matches, and when important branching of the tree that defines lineages occurred. The earliest known ancestors (EKA), provided by testers, are shown as well. This branching information correlated within 25 years of the births of the ancestors whose DNA split those branches.

For example, the mutation, R-ZS3700 was formed when Moses Estes was born in 1711 and was then passed to his descendants. If you test as a member of haplogroup R-ZS3700, we know you descend from Moses Estes. Some of his descendants have downstream haplogroups too, such as R-BY154184.

The Group Time Tree shows the same type of things but for members within Group Projects.

It’s truly exciting what lineage tests can reveal and how they can demolish brick walls.

Finding Testers

After you’ve exhausted your supply of close family members, then known aunts, uncles and cousins, how do you find testers to represent your lineages?

Most of us don’t know our third or fourth cousins, but they may carry that golden DNA that represents that entire lineage.

I’ve written about using both Relatives at RootsTech and WikiTree to find people who descend appropriately from the line you seek, but you’ll be most productive if you get organized first.

Let’s begin with organizing your lineages. Since this type of DNA is passed through that entire line of ancestors, you want to have those ancestors gathered together so it’s easy to find someone who has descended from any of those ancestors in that lineage appropriately.

For Y-DNA, that means each direct male line, and for mitochondrial DNA, that means every matrilineal line.

Lineage Spreadsheet

In my Ancestor Birthday Spreadsheet, where I track pertinent information about each of my ancestors individually, one row per ancestor, I created a lineage sheet for mitochondrial DNA and another one for Y-DNA. If you don’t want to create a spreadsheet, you can always make a chart or list.

It’s easier to recognize Y-DNA testing candidates because the surname (generally or often) doesn’t change.

Surnames generally do change in each generation in mitochondrial lineages.

Everyone can test their own mitochondrial DNA, so let me start with the tester (me) as an example. If I test my mitochondrial DNA, the results automatically apply to my ancestors in my direct matrilineal line – or lineage.

So, one test represents a dozen of my direct-line maternal ancestors. Your test represents however many ancestors you have on your direct matrilineal lineage.

Beginning with my mother, I’ve been able to track my matrilineal line beyond the six generations shown in my desktop genealogy software.

For purposes of clarity, while only six generations are displayed here, the entire lineage continues with Anna Elisabetha Mehlheimer on the next page. That line includes each female, mother-to-mother, as far back as I can go, consisting of all 12 generations.

I’ve entered all of those ancestors into their generational position in the first row on the Lineage Spreadsheet that begins with me.

Click any image to enlarge

The entire spreadsheet looks like these first few rows. I don’t expect you to read the small print. I just want you to get the idea so that you can follow the process.

The entire mitochondrial lineage of each “first of line” ancestor is shown in the “Upstream” generation columns at right. In other words, the person closest to current in the lineage is listed by last and first name (me), and all of their mitochondrial lineage ancestors are shown to their right.

My mother, Barbara Jean Ferverda is shown in the column “Upstream 1”, because she is one generation upstream from me, or the ancestor listed at far left. “Upstream 2” is her mother, Edith Barbara Lore, and so forth.

The haplogroup, once discovered, applies to ALL of those people – the entire lineage. Those ancestors don’t need to be shown on the spreadsheet again because you’ve checked them off the list when you find someone to represent all of them. Of course, in this case, that person is me.

My mitochondrial DNA represents 12 known generations, and countless unknown ones, some of which may yet be discovered. But there are other lineages that I need to discover that I can’t personally test for.

Identifying Lineages That You Need

I created this fan chart in my genealogy software and placed a red star for each pink mitochondrial DNA line that I need – beginning with the “first of line” ancestor. For example, Ollie Bolton is my “first of line” ancestor whose mitochondrial DNA represents all of her direct-line matrilineal ancestors.

Of course, each generation back in time provides more ancestors whose DNA we need – including each male who carries the mitochondrial DNA of his mother.

By the way, if I only have a partial haplogroup from either an autosomal test that provides base haplogroups, or a predicted haplogroup from an older HVR1 or HVR1/2 test, I leave them in the “need” category. In other words, I’m still seeking a full-sequence tester.

I started with each female in my tree and created their lineage backward in my spreadsheet.

More Distant Ancestors in Your Tree

My genealogy software shows a maximum of 6 generations on one page.

When I reached the point in my tree where I needed to go to the “next page,” other lineages began there. I began losing my place, so I color-coded the lineages in my spreadsheet so I could identify them at a glance. Additionally, the red-colored text indicates that the line begins with a female, and the black text means that the line “bookmark” begins with that man’s mother. Remember, every man had a mother whose mitochondrial DNA we need as part of that family’s story.

The “bookmark” ancestor is the person where I was when I advanced to the next “page” in my genealogy software, so I don’t lose my place.

You can see that Johanna Fredericka Ruhle is the bookmark ancestor for Maria Margaretha Krafft. Johanna Ruhle’s direct line is listed in the Upstream columns for her, and Maria Margaretha Krafft’s direct line is listed in the upstream columns for her. Please note that Maria Margaretha Krafft is NOT in the direct matrilineal line for Johanna Ruhle, but a different lineage that I need.

In my desktop genealogy software, Johanna Fredericka Ruhle is the last person in her line on page one. She’s the bookmark that leads to the next page, so I need to begin with her on page 2.

Now Johanna is the first person on the next page, with her pedigree chart showing. You can see that Johanna’s OWN mitochondrial lineage continues through Margaretha Kurtz (red arrow), but this page also includes 11 NEW mitochondrial lineages that begin with a female in each line.

Maria Margaretha Krafft’s lineage is labeled as #11 here.

If your bookmark or “page turn” individual is a male, then he goes in your bookmark field so you can figure out how to get that lineage in the first place. Bookmarks are kind of like breadcrumbs.

You don’t need to worry about “page 2” and more distant if you are just beginning.

However, this process will encourage you to check each end-of-line individual. As you search, you’ll know that when you find descendants of any one of these people, their mitochondrial DNA test will represent all of the ancestors in that entire lineage.

Find One, Get the Entire Dozen! BOG12

BOGO might be an American saying, and it means Buy One Get One, so essentially two for the price of one. In my case, it was buy one test, get information for 12 ancestors, or BOG12.

So, find one tester/haplogroup and get that information for the entire lineage! In my case, I got 12 for the price of one.

In Johanna Fredericka Ruhle’s case, she is the grandmother of Evaline Miller, my mother’s grandmother. Evaline Miller’s line includes 8 generations, so when I found someone who carried Evaline’s mitochondrial DNA, it applied to all 8 generations of her direct matrilineal ancestors – BOG8. The great news is that it doesn’t have to come from a descendant of Evaline herself, it can come from a direct female descendant of, say, Margaret Elisabeth Lentz, or her mother, Johanna Fredericka Ruhle – or more distant in the tree.

More distant ancestors may have more descendants that carry their Y-DNA or mitochondrial DNA.

You can see that in my desktop software (and only there,) I’ve added Evaline’s mitochondrial haplogroup as a middle name. I don’t ever do this in a public tree because it confuses the search algorithm. Besides that, haplogroup names evolve and change over time as the phylogenetic trees become more specific.

Follow That Line

For purposes of this exercise, let’s use one of my lineages to see if I can find someone who descends appropriately from either that ancestor, through all females to the current generation, or from any of her matrilineal ancestors upstream.

Let’s use Curtis Benjamin Lore’s mother as an example. His mother was Rachel Levina Hill, so that lineage begins with her since only females pass mitochondrial DNA to their offspring.

I’m going to search for someone who carries the mitochondrial DNA of Rachel.

Rachel is the fourth generation back from me, and according to my lineage spreadsheet, there are a total of 11 generations from me to the last person in her direct mitochondrial lineage.

  • Rachel Levina Hill – (born 1815 Addison Co., VT, died after 1870 Warren Co., PA, married Antoine “Anthony” Lore)
  • Abigail “Nabby” Hall – (born 1792 Mansfield City, Tolland Co., CT, died 1874 Waukegan, Lake Co., IL, married Joseph Hill)
  • Dorcas Richardson – (born 1769 Willington, Tolland Co., CT, died c 1840 Addison Co., VT, married Gershom Hall)
  • Dorcas Eldredge – (born 1739 Mansfield City, Tolland Co., CT, died 1772 Willington, Tolland Co., CT, married James Richardson)
  • Abigail Smith – (born 1718 Massachusetts, died 1793 Willington, Tolland Co., CT, married Jesse Eldredge)
  • Abigail Freeman – (born 1693 Eastham, Barnstable Co., MA, died 1737 Wellfleet, Barnstable Co., MA, married Samuel Smith)
  • Mary Howland – (born 1665 Dartmouth, RI, died 1743 Eastham, Barnstable Co., MA, married Nathaniel Freeman)
  • Abigail (surname unknown) – (born about 1635, married October 1656 to Zoeth Howland)

In order to obtain Rachel Levina Hill’s mitochondrial DNA, I need to find someone who descends from either her or her matrilineal lineage ancestors through all females to the current generation, which can be male. Women give their mitochondrial DNA to both sexes of their children, but only females pass it on.

In order to be “safe,” meaning less likelihood of a genealogical error, I prefer to find two descendants through different children who match each other. However, to begin, I’m always happy to locate any one descendant. They may match someone from this line who has already tested.

This is a good place to insert a cautionary note about the accuracy of other people’s genealogy. Always verify as best you can that the person you’re relying on for a critical test actually descends appropriately from the ancestor whose DNA you seek.

Autosomal Match List

When searching for testers, I always check my own autosomal match list first to be sure someone with that surname or who descends from that ancestor isn’t already lurking there. That includes both ThruLines at Ancestry and Theories of Family Relativity at MyHeritage.

It’s not always easy to tell because, at most vendors, you can’t search for (mitochondrial or other) matches by ancestor.

However, I enter the various surnames, beginning with the closest first, to see if maybe the right person is already there. The further back in time, the less likely you’ll have an autosomal match from any ancestor.

After you view one of your matches’ trees and determine that they are NOT an appropriate tester for what you seek, be sure to make a note on that match so you don’t check over and over again. You can make notes at every vendor on your matches.

FamilyTreeDNA Projects

If you’re searching for a particular surname, especially a Y-DNA lineage, checking the surname Group Projects at FamilyTreeDNA is always a wonderful first step to see if someone has already tested.

You can check group projects for surnames here.

Unfortunately, due to generational surname changes, surname projects often aren’t relevant to mitochondrial DNA lineages, although there are some lineage projects. If your ancestor is connected to a particular group of people, like the Acadians, for example, you can search or browse that group. The Acadian project and some others have both mitochondrial DNA and Y-DNA pages.

The Group Project search results will show any project where the administrators have entered that surname as potentially of interest to that specific project, so always check that resource.

WikiTree

Next, I go to WikiTree. If someone enters their mitochondrial DNA information, WikiTree propagates it through the tree to the appropriate descendants and ancestors. I love this feature.

Let’s see what we find for Rachel Levina Hill.

Look here!!!

Tim Prince has entered his mitochondrial DNA haplogroup, which was automatically associated with Rachel. It’s my lucky day. She is haplogroup H2a2a1e.

I can click through to Tim and view his tree.

Sure enough, Tim’s ancestor is Bathshua Smith, the sister to my Abigail Smith, four generations upstream from Rachel Levina Hill.

How cool is this?!!!

If no one is listed for Rachel’s mitochondrial DNA, I can click on the Descendants link on any ancestor, then click on DNA Descendants.

Next, click on which type of DNA you’re looking for.

At this point, I’d suggest contacting the profile owner or checking your autosomal matches for people with these surnames—in this case, Wickwire or Chain. You can also view the entire descendants list, which I’ve truncated here for brevity.

Relatives at RootsTech

While you can check WikiTree anytime, you can only access Relatives at RootsTech for a short time, typically about a month before and after RootsTech  – which means right now. Signing up for free virtual attendance works just fine as your key to accessing Relatives at RootsTech.

I wrote about Relatives at RootsTech here. Once you’re set up, you can access your list of cousins attending RootsTech by:

  • Location
  • Ancestor
  • Family Line

By selecting “Ancestor,” I can see who is attending that descends from Rachel Hill, according to the FamilySearch tree. Scanning further down the list, I see her mother, Abigail “Nabby” Hall. Two people descend from Rachel, while 3 descend from Abigail.

By clicking on “Relationship,” you can see how you and that person are related. In this case, what I’m really interested in is how they descend from Rachel Lavina Hill.

Rachel contributed her mitochondrial DNA to her son, William, but he didn’t pass it on, so that mitochondrial DNA line stops right there. If it hadn’t stopped there, it would have stopped a few generations later with another male – Gladys’s son.

Any male in the line is a blocker for mitochondrial DNA, unless it’s a current generation tester who descends from all females.

Sometimes, when the line is interrupted by a male in the last couple of generations, it’s worth reaching out to that cousin to see if they know of anyone who descends appropriately. Ask if the last female in the line has daughters or sons who are still living and might be willing to test – or if their daughters had children and so forth.

Each Relatives at RootsTech selection shows a maximum of 300 people, but you can choose the applicable grandparent’s family line to see 300 people in that line. You’ll need to click through each person to see how they descend, but that’s fine because you have 300 opportunities for success!!

Check back, too, because more people register up to and even during RootsTech.

Create Those Lineage Spreadsheets

Now, we’re back to why creating those lineage spreadsheets is essential. I don’t know about you, but I can’t remember exactly how family members descend from each other beyond 3 or 4 generations.

I actually need a tester from my paternal grandmother’s line, so I’m focusing on that line for this next example.

When I look at the list of who is related to me through my paternal grandmother’s line, I want that spreadsheet readily available, so I know precisely which lineages I need to find cousins to test for both Y-DNA and mitochondrial DNA.

I have a partial haplogroup for Ollie Bolton based on a very old HVR1 test. There is no DNA left to upgrade, and the tester is deceased, so I need to find someone else.

I’ve made a list of all of the women in that lineage. Unfortunately, it’s pretty short.

  1. Ollie Florence Bolton – (1874 born Hancock Co., TN, died 1955 in Chicago, married William George Estes)
  2. Margaret N. Claxton or Clarkson – (1851-1920 Hancock Co., TN, married Joseph Bolton)
  3. Elizabeth “Bettie Ann” Speaks – (1832 Lee County Va, died 1907 Hancock Co., TN, married Samuel Claxton/Clarkson)
  4. Ann McKee – (1804/5 Washington Co., VA, died 1840/1850 Lee Co., VA, married Charles Speak)
  5. Elizabeth (surname unknown) – (born about 1768, died 1839 Washington Co., VA, married Andrew McKee)

I’m brick-walled, so if I can obtain Ollie’s mitochondrial DNA, through matching, I may be able to identify Elizabeth, Ollie’s great-great-grandmother. This line is one of my most frustrating, and mitochondrial DNA testing and matching hold a lot of promise for giving Elizabeth a surname and parents.

I’ve already checked my matches and WikiTree, so I’m going to see if any of the “Family Line” Relatives at RootsTech descend through all females.

I have 300 opportunities to find a tester.

As more people sign up, the most distant cousins will roll off the list, so start at the bottom.

Cross your fingers for me!

DNA Testing Scholarships

If I find someone, the first thing I’ll ask is if they have taken any kind of DNA test. If so, where? Then, I’ll ask if they have taken a mitochondrial DNA test at FamilyTreeDNA and explain why that’s important and what it can potentially do for us.

If yes, I’m golden because the next question will be about their haplogroup, and I’ll invite them to join a project that I manage so I can view the results.

If the answer is no, but they’ve tested their autosomal DNA elsewhere, I’ll invite them to upload for free and join the project. You can also establish a private family project for this purpose, if you wish.

I tell them I have a DNA testing scholarship for someone who carries that DNA lineage. I explain that with the scholarship, the test is entirely free, including postage, and that they’re in complete control of their kit and results. All I ask is some level of access.

I always explain the results when they arrive. I’ve never had anyone object to this arrangement, and often we research collaboratively. I’ve met wonderful cousins this way.

Get Started!

Whose Y-DNA or mitochondrial DNA do you need to find?

Make your lineage spreadsheet or chart, and take this opportunity to find a testing candidate and learn more about your ancestors! Not just one at a time, but entire lineages.

They are waiting for you!

_____________________________________________________________

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Welcome to 2025! – Opportunities and New Genetic Genealogy Articles

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It’s a new year with new opportunities. Lots of ancestors to find and others to confirm.

For me, the best part is actually learning about my ancestors’ lives. If you’re a subscriber, I’m sure you’ve already noticed that.

These adventures and misadventures are what inspire my blog articles. What works well, what doesn’t and how to use multiple tools to unveil more about our ancestors.

That’s what motivates me. I hope it motivates you, too.

New Articles in the Works

I’d like to share some of the articles and educational events I have planned for 2025, then ask what topics you’d like to see.

Articles on the drawing board include:

  • MyHeritage DNA File Download Instructions Update
  • Mitotree – when released
  • Mitochondrial Discover – when released
  • Genealogy Proof Series – The series continues with autosomal, Y-DNA, and mitochondrial DNA proof.
  • The Forest of the Trees – Lots of different kinds of trees for both Y and mitochondrial DNA at FamilyTreeDNA. How to use them, for what, and when. This will probably be written as a series.
  • New features and developments from vendors as they occur
  • Acadian Ancestors – I hope to complete my Acadian 52 Ancestors articles. For those who don’t know, “52 Ancestors” is a challenge to write about one ancestor each week for a year. You can sign up with Amy Johnson Crow here to learn more and receive weekly prompts. It’s fun and allows you to focus on one ancestor at a time, and the history that occurred in their lifetime.

Other Learning Opportunities

In addition to those articles, I’ll be at RootsTech in person presenting:

  • DNA Academy – the 2025 version, soup to nuts
  • DNA for Native American Genealogy
  • Reveal Your Maternal Ancestors and Their Stories Using Mitochondrial DNA
  • Guide to FamilyTreeDNA – Using Y-DNA, Mitochondrial DNA, Autosomal, X-DNA and Associated Tools

I’ll also participate in other educational events with Legacy Family Tree Webinars, WikiTree, the North Carolina Genealogy Society, and FamilyTreeDNA. I’ll provide more information about them later.

Finding Information

Remember, you can always use a keyword search on this blog to find any topic I’ve written about previously.

Also, Google’s AI has apparently trained itself using my blog articles, as have a couple of other AI tools. I know this because my blog comes up as a resource when I google questions. You can try that, too.

Your Turn – What Do You Want?

There are always new topics, new features, or different ways to explain things.

  • What would you like to see covered in 2025?
  • Are there any hot genetic genealogy topics that you’d love to learn more about?

Please make your suggestions in a comment on this article.

Here’s wishing you a wonderful 2025 with lots of ancestor discoveries.

_____________________________________________________________

Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

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Leave No Stone Unturned, No Ancestor Behind: 10 Easy Steps to Capture DNA Clues

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There’s a lot, a whole lot that DNA testing can tell you. Not just your own tests, but the genetic information carried by your relatives that you do not.

Recently, I’ve been reviewing my brick walls, which led me to realize there are several ancestors who are missing their mitochondrial DNA and/or Y-DNA  results. I need these to learn more about my ancestors that can’t be revealed any other way – and to break down those pesky brick walls.

I’ve solved two mysteries recently, one thanks to a Big Y-700 test, and a second very unexpectedly thanks to mitochondrial DNA – both thanks to cousins who tested. These revelations were very encouraging, especially since there’s no way other than DNA for me to break through these brick walls. The mitochondrial test had been sitting there, waiting for what seemed like forever until just the right other person tested.

I am in the process of unlocking several brick-walled ancestors by providing testing scholarships to people who are appropriately descended from known ancestors in those lines.

Don’t leave information on the table. If I were to tell you there even MIGHT be a book available about your family, you’d overturn Heaven and Earth to find it – but you don’t need to do that. All you need to do is order DNA tests for cousins.

All cousins can provide useful autosomal DNA results, but you do need to find appropriate cousins for Y-DNA and mitochondrial DNA testing.

I’m sharing the steps for how I accomplish this! You’ll be amazed at what’s out there – and someone may already have tested!

Take Advantage of the Holidays

I’m sharing NOW because it’s the holidays and you’re likely to gather with people you don’t see any other time – and because the best sale of the year for both Y-DNA and mitochondrial DNA lasts from now through the end of the year.

These two factors combined mean strike while the iron is hot.

Prices for new tests and bundles are at an all-time low.

If you or your relatives have already taken a lower-level test, now is the time to upgrade to either the Big Y-700 or the mtFull Sequence test.

Step 1 – Test Yourself and Your Known Family

If you’re a male, order both the Big Y-700 test and mitochondrial DNA tests.

Be sure to click on “See More” for more useful tools.

When you receive your results, be sure to click on all of the tabs in your results, and do the same by clicking through to Discover from your account. Discover has 13 more goodies for you to help with your genealogy.

Both your personal page and Discover are essentially chapters of your own personal book about your DNA results. 25 very interesting chapters, to be precise, that are uniquely you.

I’ve written about understanding Y-DNA results here, and mitochondrial results here. My book, Complete Guide to FamilyTreeDNA, covers both along with Discover.

Discover provides robust information for Y-DNA haplogroups. If you’ve taken a Big Y-700 test, you’ll want to click through from your page to receive additional, personalized and more robust information than is available through the free public Discover tool. That said, the public version of Discover is an amazing tool for everyone.

After the new Mitotree is released for mitochondrial DNA, mitochondrial haplogroups will be available in Discover too.

I can’t even begin to stress how important these tools are – in particular the Time Tree, the Group Time Tree for members of group projects, and the Match Time Tree for your own matches.

Who Can Test For What?

Once you’ve tested yourself, you will want to take a look in your pedigree chart at branches further up your tree to see who can be tested to represent specific ancestors.

Let’s begin with my father’s side.

A mother contributes her mitochondrial DNA to all of her children, so your father carries the mitochondrial DNA of his mother.

If you’re a female, and your father is available to test, you’ll want to test BOTH his mitochondrial DNA and Y-DNA, because there’s no way for you to obtain that information from your own test. Females don’t have a Y chromosome, and men don’t pass on their mitochondrial DNA.

If you’re a male, you can test your own mitochondrial DNA and Y-DNA, but you’ll need to test your father’s mitochondrial DNA to obtain his mother’s. You might still want to test your father’s Y-DNA, however, because you may discover a personal family haplogroup. How cool is that??!! Your own tiny branch on the tree of mankind!

Your father’s mitochondrial DNA provides you with mitochondrial matches and haplogroup information for your paternal grandmother – in this case, Ollie Bolton.

If your father and his siblings can’t test, then all of the children of your paternal aunts carry your paternal grandmother’s mitochondrial DNA.

If they have no children or they can’t test, then the children of Ollie Bolton’s mother, Margaret Claxton/Clarkson all carry her mitochondrial DNA, and the children of Ollie’s sisters continue the line of descent through all daughters to the current generation.

The male children of Joseph “Dode” Bolton and Margaret Claxton carry his Y-DNA. Fortunately, that’s not one of our missing haplogroups.

Yes, you may have to climb up your tree and climb down various branches to find a testing candidate.

One of the reasons I’m using this example is because, while I have a high-level haplogroup for my grandmother, Ollie Bolton, we need a full sequence tester – and I’m offering a mitochondrial DNA testing scholarship for anyone descending from Margaret Claxton (or her direct female ancestors) through all females to the current generation, which can be male.

Ok, now let’s switch to the maternal side of your tree.

On the other side of your tree, your maternal grandfather or your mother’s brothers will provide the Y-DNA of your mother’s father’s line. Your mother’s uncles or their sons will provide your grandfather’s Y-DNA line, too. In this case, that’s John Whitney Ferverda, who carries the Y-DNA of his father, Hiram Bauke Ferverda/Ferwerda.

Your maternal grandfather or his siblings will provide the mitochondrial DNA of their mother, Evaline Louise Miller.

If they are deceased or can’t test, for mitochondrial DNA, look to the children of Evaline Miller’s daughters or their descendants through all females to the current generation, which can be male.

And yes, in case you’re wondering, I do need Evaline Miller’s mitochondrial line too and am offering a scholarship.

You might have noticed that I’ve been inching my way up my tree. All of my immediate relatives have passed over already, so I’m now looking for testers that I don’t know but who I’m related to.

If you’re seeing family members anytime soon, figure out if their Y-DNA, mitochondrial DNA, or autosomal DNA would be useful for your common genealogy. Take advantage of the opportunity.

Next, you’ll want to figure out which ancestors need haplogroups and locate appropriate cousins.

Step 2 – Identify Ancestors Who Need Haplogroups

Peruse your tree to determine which of your ancestors you need haplogroup information for. To make it easy, on my computer, but never in a public tree anyplace, I store the haplogroup of my ancestor as a “middle name” so I can easily see which ones I have and which ones I need. Sometimes, I have a high-level haplogroup and either need a new tester or someone to upgrade.

Sometimes, I have one tester from a line but need a second for confirmation.

In this example, I’m not missing confirmation on any Y-DNA haplogroups (although I am further upstream on different lines,) but I do need four different mitochondrial DNA lineages.

For easy reference, make a list of all of the lines you can’t confirm with two testers from different children of the same ancestor.

You just might get lucky and discover that someone has already tested!

Step 3 – Check FamilyTreeDNA Projects

Check FamilyTreeDNA Projects to see if someone has already tested to represent those ancestors on your list.

Click here for the Group Project Search. It’s located at the very bottom of the main FamilyTreeDNA page in the footer.

I’m going to use Estes as an example since I’m the volunteer administrator of that project and am very familiar with the lineages.

I’m searching for projects that include the surname Estes.

The projects displayed on the list are projects where the volunteer administrators listed Estes as a possible surname of interest. It doesn’t mean those projects will be of interest to everyone or every line with that surname, but evaluate each project listed.

You probably want the surname project, but if there’s not a surname project for your surname, try alternate spellings or consider checking other projects.

You can see at the bottom that 384 people of both sexes by the surname of Estes have tested at FamilyTreeDNA.

Now, let’s look at the Estes project. Note that not everyone with the Estes surname has joined the Estes project.

I’ve clicked on the “Estes” link which takes me to an additional information page where I can read a description and click to view the project.

For the Estes project, you do not have to join to view the results. Nor does your surname have to be Estes. All Estes descendants of any line are welcome. Everyone can benefit from the Advanced Matching within project feature to see who else you match within the project by selecting a wide range of individual and combined filters.

Click on the Project Website link shown in the search results.

If you’re searching for a male Estes ancestor, you’ll want to review the project’s Y-DNA Results and the Group Time Tree, for sure, and possibly the Map as well.

Let’s pretend I’m trying to determine if anyone has tested who descends from my ancestor, Abraham Estes, the founding Estes ancestor in Virginia who arrived in the mid-1600s.

In the Estes project, the volunteer administrator has divided the Estes male participants by sons of Abraham, the immigrant. Only three are shown here, but there are several.

Some of the participants have completed their Earliest Known Ancestor information, in the red box. Sometimes people don’t think to update these when they make breakthroughs.

If you descend from Abraham’s son, Sylvester, three men have taken the Big Y-700. That’s the test results you need.

If you descend from Abraham’s son, Abraham, no project participants have taken the Big-Y test to represent that line, although six people have tested, so that’s great news. Maybe you can offer an upgrade scholarship to one or some of those men.

In other words, to establish the haplogroup for that lineage, at least two men need to test or upgrade to the Big Y-700, preferably through two different sons of the common ancestor. A new, more defining haplogroup is often formed every two or three generations for Y-DNA.

Your genetic pedigree chart looks a lot like your genealogy pedigree chart.

Click any image to enlarge

The project Group Time Tree shows selected groups of men who have taken Big Y tests, along with their Earliest Known Ancestor, if they’ve provided the information. This is one of the reasons why the Big Y-700 is so critically important to genealogy. The time granularity is amazing and can answer the question of whether men by the same surname descend from the same common ancestor – and when.

If you’ve taken a Family Finder autosomal test at FamilyTreeDNA, or uploaded an autosomal file from another vendor, you may match one of these men or another male that descends from the Estes line if they, too, have taken an autosomal test.

This same process applies to mitochondrial DNA, but generally surname projects aren’t (as) relevant for mitochondrial DNA since the surname changes every generation. However, sometimes other projects, such as the Acadian AmerIndian Project are quite beneficial if you have Acadian ancestry, or a geographic or regional project like the French Heritage Project, or something like the American Indian Project.

Another great way to find testers is by utilizing your Family Finder test.

Step 4 – Family Finder at FamilyTreeDNA

The next step is to see if you match anyone with the surname you’re searching for by using your autosomal test results, so select your Family Finder Matches.

At FamilyTreeDNA you’ll want to search your matches by the surname you seek. This surname search lists any tester who has that surname, or anyone who has entered that surname in their surname list. Please note that this search does NOT read ancestors in your matches’ trees. You’ll still need to view trees.

Reviewing the 32 Estes Family Finder matches reveals several men, but one man with the Estes surname has already taken a Y-DNA 25-marker test, so he would be an excellent candidate to offer a Big Y-700 upgrade scholarship. If he’s not interested or doesn’t respond, there are several more men to contact.

Click on your match’s name to display the profile card, along with the Earliest Known Ancestors, both Y-DNA and mitochondrial DNA haplogroups if they have tested, and the assigned haplogroup based on their testing level.

Craft an email and offer a testing scholarship. This will help both of you. I’ll provide a sample email at the end of this article.

If you match a female with an Estes surname, her father, brother, uncle or cousin may either have already tested or be willing.

If you match someone who has a different surname, that means they have an Estes surname in their surname list and may know a potential tester. If your match has a tree, click to check.

I’ve found that matching through a company where you’ve both tested is the easiest way to encourage someone to take an additional test, but certainly, it’s not the only way.

Step 5 – WikiTree

WikiTree is a quick and easy way to see if anyone has taken a Y-DNA or mitochondrial DNA test that should reflect a particular ancestor’s Y-DNA or mitochondrial DNA.

I just googled “Moses Estes 1711-1787 WikiTree” and clicked to view.

Each ancestor includes both Y-DNA and mitochondrial DNA information, in addition to people who descend from that ancestor through only autosomal lines.

In this case, two men have provided their Y-DNA results that pertain to Moses Estes. They have tested at different levels, which is why they have different haplogroups. That doesn’t mean either is “wrong,” one is just more refined than the other. You can correlate their kit number with the Estes surname project. People often don’t update their haplogroup information at WikiTree when it’s updated at FamilyTreeDNA.

Please note that if the genealogy is wrong, either at WikiTree or individually, the haplogroup may not reflect the appropriate lineage for the ancestor. Check to be sure that there’s no conflict showing between two testers for the same ancestor. For example, the same ancestor clearly can’t have two different base haplogroups, like E and R. The Discover Compare tool can help you evaluate if two haplogroups are in the same part of the Y-DNA tree.

When possible, it’s always best to test a close family member to represent your lineage even if someone else has already tested.

Scan down the list of autosomal testers for that ancestor to see if there’s someone with the Estes surname.

WikiTree provides additional tools to find descendants.

Sign in to WikiTree. You’ll see the ID of the profile you’re viewing – in this case – Estes-167. Click the down arrow and select “Descendants.”

This view shows all descendants through five generations, but you can click on DNA Descendants to see only Y-DNA descendants, X-DNA, or mitochondrial DNA descendants for female ancestors.

You may find people who are living and have added themselves who you can contact to offer a DNA testing scholarship.

Step 6 – MyHeritage

At MyHeritage, you can also search your DNA matches by surname.

Click on “Review DNA Match” to view more detail, including locations. Look to see if you have a Theory of Family Relativity Match which suggests how you may be related. That’s golden!

There’s no Y-DNA information at MyHeritage, BUT, you can search by surname and view DNA matches that either carry that surname or have that surname in their tree as an ancestor.

I have a total of 75 “Estes” matches, and other than the kits that I manage, searching through my matches shows:

  • Two Estes men connected to the same small tree, but that’s OK, I’m a genealogist!

  • One Estes male match with a Theory of Family Relativity. My lucky day!

You can contact your match easily through the MyHeritage messaging system and offer a DNA testing scholarship at FamilyTreeDNA. You may also want to share your email address.

MyHeritage customers may not be familiar with Y-DNA or mitochondrial DNA testing, so you might want to share this article about the 4 Kinds of DNA for Genealogy.

MyHeritage testers can also upload their DNA file to FamilyTreeDNA for free to receive autosomal matches plus a complimentary mid-range Y-DNA haplogroup. This free haplogroup is not even close to the detailed resolution of a Big Y-700 test, but it’s something, and it may well be an enticing first step for people who are only familiar with autosomal testing.

Step 7 – At Ancestry

At Ancestry, select DNA Matches and then search by surname.

You can search by the surname of the tester, which is very useful, or by people who have Estes in their trees.

I started with the surname Estes, because it’s the most straightforward and I may find a perfect male candidate for Y-DNA. If someone’s “screen name” doesn’t show as Estes, they won’t appear in the results of this search. In other words, if your Ancestry screen name is “robertaestes” you won’t show in this search, but “Roberta Estes” will.

For mitochondrial DNA, you would want to search for the surname in your matches’ trees. Unfortunately, you cannot search for the specific ancestor in someone’s tree, at least not directly.

Of my 19 Estes surname matches, ten are males, and of them:

  • Three have unlinked trees
  • Three have very small linked trees, but I can work on extending those if need be
  • Three have public linked trees AND a common ancestor, which means ThruLines

I can review which ancestor we share by clicking on my match’s name

The Estes side of this man’s tree has only one person and is marked “private,” but Ancestry has suggested common ancestors based on other people’s trees. (Yes, I know trees are dicey, but bear with me.)

It’s also worth mentioning that you can be related through multiple lines. I share surnames from Acadian lines with this man, but that really doesn’t matter here because I’m only using autosomal matching to find an Estes male.

Click on “View Relationship” to see our common Estes ancestor’s ThruLine.

The ThruLine shows how Ancestry thinks we’re related on the Estes line.

I can also click on “View ThruLines” to see all Thrulines for John R. Estes, which shows four additional males, some of which did NOT appear in the Estes surname search, and some of which don’t appear further up the tree. In other words, check all Estes ThruLine ancestor generations.

Don’t rely solely on Ancestry’s surname search.

Go directly to your ThruLines on the DNA menu.

Ancestry only reaches back seven generations, which for me is Moses Estes and Luremia Combs. Moses has 95 matches, but he has been given some incorrect children. Again, for this purpose, it doesn’t matter. Within all ThruLine matches, I found three Estes males who all descend through John R. Estes. Check every generation.

However, Luremia Combs shows promise for mitochondrial DNA descendants. Unfortunately, only two of her daughters are represented in ThruLines, and both of their descendants descend through Luremia’s grandsons. That’s too bad, because I need Luremia’s mitochondrial DNA line.

It’s easy to message your Ancestry matches. You may want to mention that they can upload their DNA file to FamilyTreeDNA for free where they will receive more matches and males will receive a complimentary mid-level Y-DNA haplogroup.

Please note that, in general, ThruLines need to be evaluated very carefully and are prone to errors, especially if you accept Ancestry’s suggestions of ancestors instead of carefully building out your own tree. Regardless, you can still find Estes cousin matches in your match list and by using ThruLines to find people that do not show up in an “Estes” match search.

Step 8 – At 23andMe

At 23andMe, you can search for anyone who either has the Estes surname or has included that surname in their “Family surnames” list. Keep in mind that your matches at 23andMe are restricted to either 1500 if you don’t have a subscripition, or about 4500 if you do have a subscription.

On my match list, I have two males with the Estes surname.

23andMe provides a mid-level Y-DNA haplogroup. You can’t use this to confirm the lineage when comparing with FamilyTreeDNA, especially given that 23andMe provides no genealogy or user-provided tree, but it is a clue.

Both Estes men at 23andMe have Y-DNA haplogroup R-CTS241. You could use this in some cases to potentially eliminate these matches at 23andMe. For example, if men in your lineage in the Estes project are in haplogroup R and your 23andMe matches are showing as haplogroup E, or any other base haplogroup, their common ancestor is tens of thousands of years ago.

Comparing the 23andMe haplogroup, which in this case is about 4500 years old, to contemporary testers who have taken the Big Y-700, which reaches within a few generations, isn’t terribly useful. These matches are extremely useful to identify individuals to reach out to for further information and potentially offer a Y-DNA testing scholarship at FamilyTreeDNA.

Remember, this also applies to females who have included Estes in their family surnames, given that they may have Estes male relatives.

By clicking to view your match, you can see if they have provided Family Background information, including a link to a family tree someplace.

Sometimes, there’s great information here, and other times, nothing.

You can’t verify this lineage without genealogy information.

I suggest leaving a genealogy-focused message, including where they can see your tree in addition to your Estes connection. Also include your e-mail.

You may want to say that if they descend appropriately, you have a Y-DNA or mitochondrial DNA testing scholarship, or you may want to wait to see how they descend. You can also ask if they have already taken a Y-DNA or mitochondrial DNA test at FamilyTreeDNA.

Step 9 – FamilySearch and Relatives at RootsTech

We’re getting ready for RootsTech 2025 which takes place in March. In the month or so before the last two RootsTechs, FamilySearch provided an absolutely wonderful tool called “Relatives at RootsTech.”

I’ve written about this several times, but essentially, you can see, by ancestor, other people who are registered both in-person and virtually for RootsTech, and how they descend.

Here’s an example.

In both years, I’ve found several people who descended from common ancestors AND were very willing to take the relevant DNA test. That’s a huge win-win for everyone.

The best part is that because these people have freshly registered for RootsTech, the reply rate is almost 100%.

I’ll write about this as soon as RootsTech makes it available this year. Fingers crossed that they do!

Step 10 – Social Media

Social media wouldn’t be my first choice to find DNA testers, but I have found perfectly willing cousins this way. You may be less successful on Facebook or other social media platforms, but if you’re striking out elsewhere, there’s absolutely no downside to trying.

You can enter a surname and search on Facebook, but I prefer to do a Google search like “Estes genealogy on Facebook” or even just “Estes genealogy,” which will produce far more widespread information, some of which may be irrelevant.

That Facebook Google search provided the names of two groups. People join groups because they have an interest, and I’ve had good luck in Facebook genealogy groups.

A Search of “Estes” on Facebook itself, then selecting “people” provided a list of Estes Facebook users.

I’ve had far better luck by joining a group that is focused on Estes genealogy, or even a county genealogy group that includes Estes families, than individuals. People who join any Estes group or project likely have an interest in that surname.

If you have a common surname, or there’s a park named after your surname, like Estes Park, you’ll probably want to focus by using Google searches for Estes genealogy.

The Descendants of Abraham Estes Facebook group has 222 members, of whom at least 31 are males with the Estes surname. Facebook just might be an underestimated resource.

If there isn’t a genealogy-focused group for your surname, you might want to consider starting one and encouraging people to join.

It can’t hurt, and it just might help. Before you start reaching out to random people on Facebook, please do a privacy checkup – I wrote about how, here.

Sale Prices

Remember, the sale prices at FamilyTreeDNA for new tests and upgrades last through year-end.

In my experience, it’s best to test as soon as someone agrees. You never know what will happen otherwise. I’ve had people pass away before they could swab. And yes, we’ve done funeral home swabs, too.

There’s no one-size-fits-all, but here’s a rough draft contact letter.

Potential Contact Letter

You’ll want to include several critical pieces of information.

Essentially:

  • Introduce yourself
  • Say their full name on their test AND the testing company in the title of an email. I manage many tests and if I receive an email that says, “Hi, can you tell me how we match” without telling me which person they match, I can’t even begin to answer.
  • Explain your genealogy connection
  • State your purpose in writing
  • Explain how a specific test will help them too
  • Offer to answer questions

Be sure to modify this letter to reflect your own voice and circumstances. You don’t want this to read like a form letter.

Dear cousin (insert their full name here,)

It was so nice to find our DNA match at <company name> (or we share a common ancestor, or appropriate circumstance.) (If you are managing someone else’s kit, say the name of who they match and explain that you manage their DNA kit.)

I descend from (ancestor plus birth and death date) who lived in Halifax County, Virginia and was married to (spouse.) You can view my tree at (insert link that does not require a subscription for viewing unless you match them on that platform. I use MyHeritage because everyone can view their trees)

I would very much like to confirm that our line descends from Abraham Estes (or relevant information meaning your reason for wanting them to test.)

Given that my surname is x (or I’m a female), we need to test the Y-DNA of a male who is descended from (ancestor) through all males to the current generation. (Or mitochondrial DNA descended through females to the current generation which can be male.)

FamilyTreeDNA provides this testing and shows who you match on that specific line using the Y chromosome (mitochondrial DNA).

This testing may connect us with earlier ancestors. Genetics can be used to determine when we share common Estes ancestors with others who test, where we come from overseas, and when. Even if we match ancient DNA samples that may tell us where our ancestors lived before surnames. In other words, where did we come from?

(Include a nice paragraph, but not a book about your ancestral lineage here.)

I have a DNA testing scholarship for someone from this line and you are the perfect candidate. I would like to take advantage of the current sales. If you’re interested, I only need two things from you.

First, permission so that I can order (or upgrade) and pay for the test, and second, an address where to send the test (unless it’s an upgrade). (If it’s an upgrade at FamilyTreeDNA, they can use a stored sample or will sent them a new kit if there’s not enough DNA.)

If you have any questions, please let me know. I’m very excited that we may be able to learn more about our heritage.

Please email me at xxx or call me at xxx if you have questions.

Your name

I know one person who offers to review results over Zoom. Someone else stresses that the tester’s email is attached to their test and they are always in control of their results. Another person asks them to join a project they manage to assure that they can follow their matches over time.

Customize this communication in your own voice and to fit the circumstances of each match.

It’s just me, but since I’m ordering while the tests are on sale, unless the person uploads their DNA file from another vendor, I add on a Family Finder test too and explain why. You never know if they will match you or another cousin, and they may have that match that eventually breaks down the next brick wall. Shared matches are powerful evidence and it’s a lot easier to add that test on now than try to contact them again later.

You Don’t Know What You Don’t Know

Which ancestors do you need Y-DNA or mitochondrial DNA results for? Methodically check each line.

There’s so much to learn. Don’t leave information on the table by virtue of omission.

Leave no stone unturned!

You don’t know what you don’t know.

Who’s waiting out there for you?

____________________________________________________________

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Six Ways to Figure Out How We’re Related

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In my latest Webinar, Six Ways to Figure Out How We’re Related, I discuss the various tools from Ancestry, FamilyTreeDNA, MyHeritage, and 23andMe – plus clusters from Genetic Affairs and the amazing DNAPainter.

This webinar lives in the Legacy Family Tree Webinar library, but as part of the “webtember” lineup, you can view it for free through the end of September.

It’s always exciting to discover a new match at one of the DNA testing companies, which, of course, begs the question of how you’re related.

So, what are the six ways to figure out how you’re related, and how do you use them?

Come along for a step-by-step guide!

Shared Matches

We begin with how each vendor handles shared matches, what that feature is called, where to find the information, and how to interpret what they are telling you.

23andMe goes a step further and creates a genetic tree, of sorts, although that functionality has changed since their breach last October.

Bucketing and Sides

Two vendors go a step further and provide unique tools to divide your matches maternally and paternally.

FamilyTreeDNA buckets your matches maternally and paternally (or both) based on matches you link to their profile cards in your tree. FamilyTreeDNA then uses your linked matches to triangulate with other matches and assign your matches accordingly, providing a maternal and paternal match list. Bucketing, also known as Family Matching, is one of my favorite tools.

Note that linking matches at FamilyTreeDNA requires that you have transferred your tree to MyHeritage. I wrote about that and provided instructions here and here, and produced a complimentary webinar, too.

Ancestry also divides your matches by parent, but they use a different technique based on their Sideview technology and either ethnicity or shared matches.

Surnames and Locations

Surnames and locations, either separately or together, provide HUGE hints!

MyHeritage provides a nice summary for each of your matches that includes ancestral surnames, a map of locations in common, and “Smart Matches” which shows you people in common in both of your trees. There are several ways to use these tools.

FamilyTreeDNA also provides a list of surnames. You can view either the surnames in common with a match, or all of their ancestral surnames, with locations if provided. The tester enters these surnames, and we review how to complete that step.

Ancestry also provides shared surnames, with clickable links to the number of people in your matches tree with that surname, plus common locations.

X-DNA

X-DNA is probably the most underutilized DNA matching tool. While each of the vendors actually test the X chromosome, only one, FamilyTreeDNA, provides X-matching. You can obtain X-matching results by uploading your DNA file to FamilyTreeDNA. I’ve provided upload/download instructions for all companies, here.

X-DNA has a very unique inheritance pattern because males only inherit an X chromosome from their mother which limits the number of potential common ancestors for any two testers. In other words, X-DNA matching does half your work for you!

Clustering Technology – AutoClusters, the Matrix and DNAPainter

In the past few years, match clustering has become a very useful tool. Clustering shows which of your matches match you and each other.

Genetic Affairs offers several flavors of these clusters, and both MyHeritage and GEDmatch have incorporated Genetic Affairs clusters into their product offerings.

If you haven’t used AutoClusters yet, by all means, try them out.

FamilyTreeDNA offers the Matrix, a slightly different version of clustering. You can select 10 people from your match list to see if they also match each other. Shared matches don’t automatically mean triangulation between you and those two people, or even that all three people descend from the same line. However, if the people are bucketed to your same side (parent) and they share common segments with you in the chromosome browser, they triangulate.

You’ll want to paint those matches to DNAPainter to determine which ancestor you share, especially if they haven’t provided a tree.

DNAPainter provides your chromosomes as the “canvas” upon which to paint your matches in order to correlate segments with ancestors and identify common ancestral lines with mystery matches.

Three vendors, FamilyTreeDNA, MyHeritage, and GEDmatch provide segment information with matches for you to paint. I illustrate how I walk segments back in time, identifying our most distant common ancestor possible.

Theories of Family Relativity and ThruLines

Both MyHeritage and Ancestry provide a combination of DNA matching and tree triangulation, where they search the trees of your DNA matches to find common ancestors with you – although their implementation is different.

MyHeritage’s Theories of Family Relativity provides varying theories about common ancestors for you and a specific match using both trees and historical documents. You can review the various pathways and confirm or reject theories. I love this tool.

Ancestry’s Thrulines functions a bit differently, showing you all of your matches that descend from a common ancestor in all your matches’ trees. Sometimes, the trees are incorrect, but Theories of Family Relativity and ThruLines should still be used as hints.

I showed how ThruLines helped me discover what happened to one of my ancestor’s grandchildren who was lost to the family at his mother’s death – and to all of us since. Not anymore.

Bonus – Y-DNA and Mitochondrial DNA at FamilyTreeDNA

Only FamilyTreeDNA offers both Y-DNA and Mitochondrial DNA testing and matching. All of the tools above pertain to autosomal DNA testing, which is named Family Finder at FamilyTreeDNA. Illustrated by the green arrow below, autosomal DNA testing measures and compares the DNA you inherited from each ancestral line, but that’s not the only game in town.

Y-DNA, in blue, for males, tracks the direct paternal line, which is the surname line in Western cultures. Mitochondrial DNA, in red, is passed from mothers to all of their children. Therefore, everyone can test, revealing matches and information about their mother’s direct matrilineal lineage.

Y-DNA testing includes the amazing Discover tool with a baker’s dozen different reports, including ancient DNA. Mitochondrial DNA will soon have its own MitoDiscover after the rollout of the new Mitotree.

Both tests include “Matches Maps” to help you determine how you are related to your matches, as well as where your ancestors came from before the advent of surnames.

The Advanced Matching feature allows you to select multiple tests to see if your matches match you on combined types of tests.

Tune In

Now that you know what we cover in the webinar, please tune in to see how to use these awesome tools. Be sure to fish in all four “ponds” plus GEDmatch, where you may find people who didn’t test at a company that provides a chromosome browser or matching segment information.

Tools provided by the DNA testing vendors facilitate multiple ways to determine how we match and which ancestor(s) we have in common.

You can watch the webinar, here.

Additionally, subscribers to Legacy Family Tree Webinars have access to the 25-page syllabus with even more information!

A Legacy Family Tree Webinar subscription normally costs $49.95 per year, but through the end of September, there’s a coupon code good for 20% off. Just click here, then enter webtember24 at the checkout.

Enjoy!

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

Thank you so much.

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Y-DNA Highways of History: Fleshing Out Your Ancestors Using Discover Case Studies – Webinar Free for 7 Days!!

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I’m so very pleased to announce with Legacy Family Tree Webinars, that we are offering a special midsummer surprise webinar – and it’s FREE through August 1st, here.

Thank you, Legacy Family Tree Webinars, for making this webinar free!

We are using FamilyTreeDNA’s free Discover tool to reveal our ancestors’ past and their path through history.

This webinar features fun ”how-to” case studies. Who doesn’t love a good story – especially ones that you can put to use in your own genealogy right away?

We begin with an overview.

  • What are reasonable testing goals for Y-DNA?
  • Why do we want to take Y-DNA tests anyway?
  • What can we discover when we test, and when we encourage our cousins to test?
  • Where and how do we find those cousins?

If you ladies are thinking, I WISH I had a Y chromosome to test, cheer up, because one of the topics I cover is how to find relevant family members, even distant members, who can test for your male ancestral lines.

History Revealed

Genealogists always want every piece of available information. Y-DNA testing does just that and reaches beyond the barrier of surnames. In fact, it reaches beyond the possibility of genealogical research with only one test.

There’s so much to learn.

Who were my ancestors, and where did they come from? How are they related to other people, including ancient burials and notable people who lived more recently?

I’m sharing several case studies from my own genealogy. Come join me on my journey.

  • I discovered that my ancestor is related to a burial along the old Roman Road in France. He lived there before the Romans arrived. What does that mean to me today, and how can I find out?
  • I’ll also share with you how I solved an adoption case within a generation with JUST Y-DNA, and then how I used autosomal DNA matches to augment and refine that information.
  • In another case, we learned something VERY interesting and quite unexpected, revealing either a secret or information that was never passed to contemporary family researchers. Y-DNA testing is the only way this would EVER have been revealed.
  • Another ancestor appears to have been a retired Roman soldier in England. How did I figure this out? I’ll show you.
  • My Jewish friend famously said “My ancestors are in my soul. I can’t get them out of my mind.” Can you relate? The Big Y-700 test proved that his ancestors settled in Spain and exactly when they migrated to Eastern Europe using a very unconventional approach that you can utilize too.
  • Another tester discovered that he and a famous lineage match. You’ll probably recognize this historical person and you might even be related yourself. Their ancestors are found in the baptismal records of the same church in England, but their common ancestor reaches back to the people buried beneath the Saxon tombstones outside.

How did we discover all of this???

Big Y-700 testing at FamilyTreeDNA, combined with the Discover tool, sprinkled from time to time with some old-fashioned genealogy.

Once you engage in Y-DNA testing, you’ll have fascinating success stories of your own to share too.

Collect the Full Set

There’s so much to be learned about our ancestors.

I “collect” Y-DNA haplogroups from testers in each of my ancestral lines to reveal their history that has been obscured by time – and to assure my recent genealogy is accurate.

Every one of these haplogroups on my family tree, such as R-ZS3700, looks like just letters and numbers, but they aren’t. They are the keys that easily unlock that ancestor’s paternal family story, previously hidden behind history’s misty curtains. Now, they’ve been revealed! You can do exactly the same thing!

All you need to do is enter your Y-DNA haplogroup into Discover or just click through directly from your results page at FamilyTreeDNA.

Which ancestors are waiting for you?

Please enjoy this webinar. Don’t forget it’s only free for a week, so check it out now.

There’s More

Take a look at the other webinars I’ve recorded for Legacy Family Tree Webinars. (Hint – there are more coming very soon!!)

You can always access this and any of more than 2200 webinars in the library by subscribing to Legacy Family Tree Webinars, here.

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

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

Thank you so much.

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The Big Y-700 Test Marries Science to Genealogy

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Recently, one of my long-time friends and project co-administrators asked me a simple question.

  • What do the FamilyTreeDNA Big Y-700 test and the Time Tree tell us when we have genealogy trees provided by testers?
  • What does the Discover Time Tree tell us that’s different, and how do we reconcile the Time Tree and genealogy?

Those are great questions.

Sometimes, I get so buried in the details of genetic genealogy that I neglect the obvious, so I’m writing this article for my co-admin and anyone else with the same questions.

Time Tree Versus Genealogy Question

Of course, as a genealogist, my first answer would be that we always need to be cautious about user-provided trees. Even when the genealogy is accurate, that’s no guarantee there wasn’t a biological disruption that caused the genetic line not to be the same as the surname line.

Almost every lineage has examples of people whose genealogy was “off” or misattributed paternity occurred someplace upstream, meaning that someone carries the surname but does not descend from that biological lineage.

However, relative to DNA projects, the Big Y-700 tests provide one very important feature that STR testing does not and cannot do.

The Big Y-700 test creates a genetic tree, in conjunction with other testers, which provides scientifically calculated dates when branches of the genetic tree were formed.

The genetic tree should align, at least closely, with testers’ genealogical trees.

In other words, if their genealogy is accurate, testers “should” fit in (or at least near) the appropriate places on the branches of the genetic tree.

Furthermore, for people trying to sort out their actual branch in the tree, the Big Y-700 test is MUCH MORE reliable than the earlier STR (short tandem repeat) tests that are prone to random and back mutations. At one time, STR tests were all that was available, but now,  SNPs have been added to our arsenal. SNPs (single nucleotide polymorphisms) are extremely stable and reliable mutations.

I’m getting ready to record a new Y-DNA webinar, and I’m giving you a sneak peek of a couple of my slides here. I’ll publish an announcement when the webinar is available.

STRs Versus SNPs

Historic Y-DNA testing tested only a limited number of STR locations. That test reported the number of repeats at a specific genetic location on the Y chromosome. Today, the 37, 67, and 111 marker STR tests are still available to purchase.

What are the major differences between the two types of tests, and why would someone purchase one over the other?

If you purchase one of the STR tests, you purchase testing at a specific number of locations, such as 37, 67, and 111. The Big Y-700 test includes at least 700 STR locations, but the specificity of the Big Y-700 SNP testing replaces most of the STR test results in terms of lineage definition.

SNP mutations, when discovered in more than one man in a particular haplogroup lineage, are then named as haplogroups. That mutation is then found in each directly descended male in that line.

STR – 37, 67, 111 Big Y-700 (STRs & SNPs)
Tests A limited number of repeat STR markers – Big Y guarantees 700+ NGS scan targets ~ 25 million locations
Focus Comparatively short genealogy timeframe All-inclusive – recent genealogy plus older to ancient
Includes Can upgrade to Big Y-700 Includes STR tests, separate matching, Globetrekker, Discover, and more
Tree Genealogy, customer provided Genetic Tree – Group Time Tree coordinates with genealogy if provided
Tools STR tools STR tools plus SNP tools & robust Discover
Haplogroup Estimated based on STR values Confirmed to the most granular level possible – evergreen
Useful When Exclusion testing, less costly, entry-level Discover provides lineage, ancient DNA, TMRCA, and more
Matching STRs only STR plus Big Y – both can be useful
Trees Customer provided genealogy Time Tree, Group Time Tree, Block Tree, Classic Tree + 1 more soon

Put simply, the STR tests are now entry-level. Once you see what the Big Y-700 provides, you’ll absolutely want to upgrade to that test. Most of the time, if I know I’m testing someone from the correct line, I just purchase the Big Y-700 out the gate. If I’m not sure I’m testing the correct lineage, I’ll purchase the STR test first to make sure they match the correct lineage before upgrading to the Big Y-700.

Discover

The Discover tool was introduced to provide additional information to Big Y testers and others seeking haplogroup information. STR results can only predict a relatively high-level haplogroup, usually a few thousand years ago, while the Big Y-700 provides testers with an extremely granular haplogroup – usually decades to a few hundred years ago. Often, living men that span 2 or 3 descendant generations (grandfather, father, sons) discover that they have their own haplogroup branch on the tree of mankind!

However, if no one else from your line has tested in hundreds of years, Discover can only work with available information.

Let’s take a quick look at the Estes Group Time Tree.

Estes Project Group Time Trees

Group projects have Group Time Trees. You can view the Estes surname project, here. You can find a project for any surname by either googling “<surname> DNA Project” or scrolling to the VERY bottom of the FamilyTreeDNA main page.

If you’re signed into FamilyTreeDNA, you can also find projects in the top banner.

Once you’re on the project page, you’ll see an option for DNA Results (assuming the administrators have not made the project entirely private.)

Click on the DNA Results link and select Y-DNA.

Next, you’ll see “Group Time Tree.”

Group Time Tree Display

What appears next depends on how the project administrators have grouped the project participants.

I’ve grouped the Estes project by genealogical line, with the exception of a couple of people who carry the Estes surname but have experienced an adoption or other unknown parental event in their Estes lineage.

In some cases, there are simply two same-name lineages that were never from the same biological line. Unfortunately, occasionally they settle in the same place, making the genealogy difficult. Even worse, until Y-DNA testing came along, there was often no way to know they were two different families.

This situation is actually where the Big Y-700 test shines.

 

The Group Time Tree shows the genetic tree scientifically constructed from the SNP results of the Big Y-test results of the testers, at left. At right you’ll see the surnames of the testers along with their Earliest Known Ancestor (EKA) if they have entered that information.

Initially, you don’t even realize you’re actually looking at two types of information merged together. This display allows testers to see the genetic branching tree structure, at left, which is reflective of their actual genealogy, at right.

You can see that the birth year of Sylvester Estes, entered by a tester with haplogroup R-BY482, is 1622. Please note, there’s a typo. Sylvester was born in 1522, NOT 1622. This is a perfect example of what I meant by tree information sometimes being inaccurate and it’s very important when trying to correlate the genetic tree and the user-provided genealogy.

We discovered that R-BY482 (red profile above, at left) is an Estes “signature” haplogroup for the Estes line originating in Deal, England, with three other haplogroups that formed in descendant generations. We know this because every descendant from this line has this mutation.

R-BY490 was formed between Sylvester’s son Robert Estes, born about 1555, and his son, born about 1600, also named Sylvester. We know this because all of the descendants of Sylvester (born circa 1600) carry this mutation, but Robert’s son, Robert, born in 1603, does not.

The genealogy portion of the Group Time Tree, above, doesn’t reveal that information because testers either don’t know their genealogy that far back or perhaps listed an earlier known ancestor, such as Nicholas, born in 1495.

Click to enlarge

I created a spreadsheet tracking the Big Y-700 testers of the descendants of Nicholas Estes, along with their descendant haplogroups.

We know that Robert, born in 1555, carries R-BY490 because both of his sons, Abraham and Richard, inherited that mutation, seen with green arrows.

However, this calls into question the associated genealogy because if Robert, born in 1603, descended from Robert, born in 1555, he too would have the mutation R-BY490 since Robert’s other two sons do. Note that the user-provided birth year typo of 1622 which should be 1522 is a century off – enough to be within the genetic band haplogroup birth band – but impossible for the genealogy table.

There is one other possibility: kit 166011, the descendant of Robert born in 1603, could have taken the earlier Big Y-500 test and never upgraded to the more powerful Big Y-700. That’s too much detail for this article, but the discrepancy between the genetic tree and the genealogy tree alerts us that additional research is warranted. The genealogy submitted for tester 166011 confirms that, indeed, 1622 is a typo.

There are no other descendants of known sons of Nicholas or Sylvester born in 1522 to test, but perhaps another will surface one day.

You can see that the more testers in any particular line, the more granularity we can achieve.

The Genetic Tree

How close is the genetic tree to the genealogical tree that has been confirmed?

We know that Sylvester was born in 1522, and his father Nicholas in about 1496. The scientifically calculated creation date of R-BY482 is 1493, just 3 years before the birth of Nicholas. Based on this, there’s a good chance that this mutation occurred between Nicholas’s unknown father and him, or perhaps between Nicholas and Sylvester.

You can view the scientific details of any haplogroup in Discover.

Discover’s BY-482 scientific details page shows its creation date range.

Marriage

You can see that the scientifically created tree and the genealogy information are both important.

In fact, the combination of both allowed us to identify the correct branch of a Wilbur man who matches Estes men but doesn’t know where he fits in the tree.

His haplogroup placed him definitively on the more recent R-BY154784 branch, and his autosomal results then confirmed his specific path of descent because he matches descendants of three generations of Estes men’s wives, showing that his branch descends from Joseph Estes and his wife Ritty Lee, through son Chism, on down to our tester. In this case, autosomal DNA results provided a boost-assist to the genealogy, which helped identify the generation that the Y-DNA haplogroup R-BY154784 actually formed.

This also informs us that Joseph Estes, born in 1780, carried haplogroup R-BY154784 because both of his sons have it. If Joseph hadn’t had that mutation, then both of his sons couldn’t have inherited it.

Therefore, the mutation that formed haplogroup R-BY154784 had to occur between Moses, born in 1711, and John, born in 1732. We know that because Moses’s other son’s descendants do not have that haplogroup.

The more descendants of any ancestor that test, the more specific and accurate the descendant haplogroup formation dates will be.

The marriage of genetic trees and genealogy is powerful indeed.

More Information

For those seeking more information, 70 pages of my new book, The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA is devoted to Y-DNA results.

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

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Genealogy Proof Series: Surname Searching

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This is the third article in the Genealogy Proof series, in addition to the introduction.

In the article titled Gathering Location Resources, we focused on locations where you know your ancestor lived – but what if you’re looking for books or information about a particular family or surname?

Maybe you’d like to know if an article or book has been written about that family, either generally or maybe a branch more specifically. Many early books are no longer in print.

Maybe you can find information about your family in resources not typically checked by genealogists.

Of course, there are lots of resources, but I’m including several here that you can use and might otherwise miss. Feel free to add more in the comments.

Recording Your Findings

Don’t forget to record your search results and which resources you used on the spreadsheet we created in the Extracting and Recording Data article.

If you find that the information in the book or resource is too long for the text field in your spreadsheet, record and index the item anyway. Then, transcribe or copy/paste the entire text version in one of two places, but don’t forget to note in your spreadsheet where you put it.

  • Your genealogy software under that person’s name
  • A Word document under that person’s name

When I write my 52 Ancestors articles, everything I know about that person is gathered into a Word document and then organized and arranged into a cohesive story. The pieces have been gathered over the years in various locations and I have to be able to find them to be able to use them.

Book List

I have also created a list of books that I own.

This list needs to be updated because I moved and I would like to more accurately detail the locations of books I still have. It’s nice to know what you already have and where to find it. Tell me I’m not the only person who has purchased the same book twice!

Ok, now for surname resources where you just might find your ancestor!

Cyndi’s List

Cyndi’s list has a HUGE number of resources generally, but it also includes a surname category.

Under each letter of the alphabet, available resources are listed.

Be sure to check out everything for your surnames of interest.

BookFinder

At Bookfinder.com, you can enter a name in the title field.

That query produced a significant list. Remember that this list changes often, based on availability.

I now have another book on the way!

Higginson Book Company

The Higginson Book Company has long been known for carrying heritage books – both by location and for genealogy.

You can search by surname or any keyword.

Higginson reprints copies of original books out of print in addition to maps and a few other things. Note that sometimes you can find the text version of copyright-free books free at other locations.

State Archives

Check the website of every state’s archive where your ancestors lived.

If in doubt about what might be available, call the State Archives and ask a librarian. You might not believe what’s there.

In Tennesee, for example, there’s an index of Supreme Court cases that can be searched for the entire state, or by county, or year.

Cases that appear in the Supreme Court Index will not be recorded in the county records, because the case was appealed from there to the Supreme Court. It’s worth noting that the Hancock County, Tennessee courthouse burned (twice), so the Supreme Court records in the archives reflect lawsuits that we don’t even know existed today.

In many cases, local courts no longer retain case packets, if they ever did. They often only have the names of plaintiffs and defendants in an index book – not even an outcome. However, the county clerks faithfully copied the case packets when the case was appealed and sent to the Supreme Court, where this valuable information resides today – including depositions and receipts.

I’m entering the surname of every ancestor that was found in Hancock County. Sometimes, I search for their in-laws and neighbors too, just in case my ancestor is mentioned.

Look – paydirt! In an estate dispute – you know there are relationships explained and maybe also the source of the dispute.

When utilizing archives, be sure to search the archives of parent-states and parent-counties, meaning states and counties your state/county was formed from. The same goes for descendant states/counties formed from your state/county.

But wait, there are more resources.

Librarians

In addition to resources shown at the Tennessee Archives website, you can also click to chat with a librarian.

Librarians are an encyclopedia of knowledge.

Thanks to a librarian, I recently discovered that the Michigan State Archives holds an obscure collection – prison newspapers published by the inmates over the years, reaching back into the 1800s and early 1900s. It’s not evident from the collection information, but a call to the archives and a lovely discussion with a research librarian revealed that those publications have recently been scanned and OCR indexed, which makes it possible to search by surname or topic.

I love librarians. They have saved my bacon so many times over the years, as have volunteers at local museums, and historical and genealogy societies.

Chronicling America

Chronicling American is provided by the Library of Congress. This link is for the newspaper collection which spans 1756-1963, but there are also other collections

In the photo collection, you can search generally or very specifically.

I had always wondered why my grandparents chose to move to a tiny out-of-the-way farming community outside very rural Fowler, Indiana. I found my answer in the Library of Congress. My grandfather’s cousin, who lived up the road in Tennessee, had moved to Indiana, was running a farm for an absentee owner and needed assistance.

The rest, as they say, is history.

FamilySearch

FamilySearch has an extremely robust and easy-to-use search functionality.

Select “Search,” then “Books.”

I entered the word “Estes” under the Books search and found this:

Notice that full text results are available, which means that either the book is out from under copyright, or they have obtained permission to image. It’s also worth noting that this is one of the books available for print-on-demand from Higginson Books.

Another option, the “Images” search, searches for information by historical location.

Searching “Genealogies” and “Family Trees” is obvious.

I find the “Catalog” search particularly productive.

You can filter your Catalog search in any number of ways, but, as luck would have it, the very first entry is where my Estes family lived.

Oh, look, it’s my lucky day…

If a desired book or article isn’t available for viewing, start a list and look to see if it’s available through your local Family History Center or check elsewhere.

FamilySearch New Full Text Search

I just love this new full text feature that automatically transcribes and indexes entire handwritten collections, such as the will or deed books in a particular county.

On the search page, scroll down until you see the FamilySearch Labs image and click on “View Experiments.”

Click on “Go to Experiment”

I detailed how to use FamilySearch full-text search in this article, but I want to remind you here that you can search by surname.

One of my huge brick walls is identifying the parents of James Lee Claxton (Clarkson/Clarkston) 1775-1815.

All of our Y-DNA matches are spelled Claxton and are found in North Carolina, but that group of Claxton researchers and my line are both stuck at about the same time in history. It’s very likely that the common ancestor of both groups came from Virginia, but where? And who?

I’m searching for Claxton with the hope that there is some mention of a Claxton we don’t already know about – or something connecting my ancestor to Lee County, VA in about 1795.

There are thousands of entries in this database, but I can filter to restrict my search to Virginia.

Remember that FamilySearch is adding to the collection of books and records that are digitized and indexed daily, so if you don’t find what you’re looking for today, check back often.

Google

A general Google search for “Estes genealogy” produced a list. I’m not showing their generative AI result here, because it’s half right and half wrong. It’s fine to use AI for hints, but verify absolutely everything. AI is not ready to be relied on and may never be.

Here is a list of Estes resources from Google.

Always beware of internet links. “Fly” over them first. If the link address even looks questionable, just don’t click.

That said, there are a HUGE number of legitimate resources here.

Google Books

Google books can help you locate books that may not be found elsewhere.

Some are available as an eBook at Google Books, but if not, you can use these as leads to search elsewhere, including AbeBooks and sometimes, Amazon. I usually use Bookfinder after finding a book I’m interested in through Google, because they include other sites such as AbeBooks, Amazon and many more. Bookfinder is an aggregator, not a reseller.

You can also request to “Find in a library,” which might be useful if your local library participates in interlibrary loans, although often heritage books are not eligible for loan.

Internet Archive

I love the Internet Archive, the same company that provides the Wayback Machine, which also allows you to search by surname. The two sites provide different results, so be sure to try both.

You’ll find all kinds of information at the Internet Archive.

Under eBooks and Texts, I often enter “<surname> genealogy” so that their metadata will use both terms to narrow the search. Metadata is data about data, and in this case, it means which keywords they used to index these entries.

Many records aren’t relevant, but some assuredly are.

You can also narrow the results by many features – including the Allen County Public Library which has one of the largest genealogy holdings in the US.

Keep in mind that I’ve selected only items with text, meaning that I can read or download for free. There are certainly other items available that aren’t free.

I sometimes struggle with their search feature, so I often just search at Google using the term “Estes books at internet archive.”

Allen County Public Library

At the Allen County Public Library website, you want to search in the research collection

Please note that you can filter your results in many ways.

One of the wonderful features is that they actively collect newsletters. Estes Trails has been published for decades.

These newsletters are in their physical holdings, but if you know they exist, you can track them down in other ways. In this case, the publisher’s name is included in the full display.

Many newsletters are no longer published, so, fortunately, there’s another way to obtain an article.

PERSI

PERSI, an index for periodicals, such as Estes Trails, above, is also hosted by the Allen County Public Library.

At PERSI, you can search by surname

I searched for Estes, and look what I received. I absolutely must read these Civil War letters.

This is a GOLDMINE. No, Aaron Estes isn’t my ancestor, but again, he’s related, and I just have to read these.

Scroll to the very bottom to order the items.

WikiTree

WikiTree is one of my favorite resources. You can enter your ancestor’s name, or a surname.

WikiTree is a collaborative tree where different individuals add information and sources to the profiles of ancestors. They have a small army of helpful volunteers that are willing to help too.

As with all shared resources, some information can be incorrect. Treat all trees as information to be verified and sources to be checked.

One of the great things about WikiTree is that individuals who descend from ancestors in a specific way can connect themselves and their Y-DNA or mitochondrial DNA test information.

Descendants who have taken an autosomal test can list the testing company and information. While testing companies use the DNA of the tester to connect to other testers – it’s up to those two people to determine their common ancestor.

WikiTree works the other way and is ancestor-driven, meaning that you see who descends from the ancestor, and you can go to the testing company indicated to see if you’re an autosomal DNA match.

Furthermore, if you’re working on your genetic tree, you’ll want the Y-DNA and mitochondrial DNA information for each of your ancestors. If other testers have entered the information, you can find it here. Please enter yours as well.

Be sure to check the sources for each ancestor. There may be information and resources not found elsewhere. Add sources if you can. Collaboration is a good thing, and a rising tide lifts all ships.

Newspapers

After you’ve wrung out the more traditional records, such as deeds and wills and census schedules, you’ll want to turn to newspapers. Not all local newspapers have been scanned, OCRed, and indexed yet, and some quality is better than others.

Licensing and processing old newspapers is ongoing, so just because the location where your ancestor lived doesn’t have an indexed newspaper available today doesn’t mean they won’t soon.

Newspaper articles put meat on the bones of our ancestors as they reveal their everyday lives. Who visited whom after church for Sunday dinner, who hit someone’s cow, who had company from out of town, who was having a family reunion, who moved and to where, who caught a big fish, who went on vacation, who was “visited by the stork,” and much more. Some make you say “awww,” and some are downright juicy and scandalous!

News about neighboring counties and even neighboring states can be found in locations where you may not have thought to look for your ancestor.

Virginia Chronicle

The Virginia Chronicle is a historic newspaper collection curated by the Library of Virginia that produces amazing results.

What? A murder? You know, I just HAVE to go down this rabbit hole and read these stories.

Ok, so, here’s the skinny for those who are curious.

Theodore Estes was dating Miss Loving, the daughter of a judge who shot and murdered Theodore. As it turns out, Theodore’s father was the sheriff, so this story is particularly rich and full of intrigue.

It seems that Miss Loving, the judge’s daughter, drank whiskey, and one thing allegedly led to another, which Theodore, his family, and friends denied. However, the young woman’s father didn’t believe them and sought revenge. Some reports said that she only drank “one swig” of whiskey, and nothing happened. Others said that the whiskey was drugged, and “something” did happen. A third group said she asked for the whiskey and drank a whole lot more than a swig. Theodore took her home (to her house) in his buggy, to her parents, but clearly intoxicated.

It gets even more complex because it appears the families were related. I had to draw a chart to get this straight.

Theodore’s brother had married the Judge’s wife’s sister. I’m telling you, this trial was a humdinger. Whoo boy! Eventually, the charges against the judge were changed to something less severe than murder. This high-profile case was covered by several regional newspapers like the latest soap opera.

As I read through these articles, I noticed that some Estes family members had arrived from Danville, VA, which is in close proximity to where my Estes family was from. So, while this is not my ancestor, it involves my ancestor’s descendants.

Ok, enough of this rabbit hole, but you get the drift. You may never get anything resembling chores done ever again!

The National Genealogical Society membership now provides access to NewspaperArchive as a benefit of membership. As far as I’m concerned, this alone makes the membership worthwhile.

NewspaperArchive offers a notification service for subscribers, or did when I subscribed separately, so you’ll receive an email when the name of a saved search is found in a newly indexed newspaper.

I keep discovering previously unknown things!

Ancestry owns Newspapers.com for accessing newspapers and Fold3 for military records. I discussed the nuances of using Newspapers.com at Ancestry in this article. You’ll need to search in the Historical Newspapers Collection at Ancestry and/or in Newspapers.com. Ancestry is reimaging the newspapers and using AI to create associations between people – for example family members mentioned in a wedding announcement. The results will not all be found in one place. The newspaper itself will be found at Newspapers.com but the associated family grouping will be found at Ancestry itself in their collections.

You can now reference the Birth Index, Marriage Index and Auctions of Enslaved People and Bounties on Freedom Seekers Index, here. The larger Newspapers and Publications category can be found here, and the Historical Newspapers Collection can be found here.

MyHeritage includes a large newspaper collection for their subscribers, much of which is unique and not found elsewhere.

This collection is where I found hundreds of items about my mother’s family in rural Northern Indiana. I found previously unknown photos of my grandfather, and that he attended the “Normal School” to become a teacher. He never taught, instead going to work for the railroad, moving away, and meeting the woman who would become my grandmother.

MyHeritage actually has newspapers in two places. This search is on the MyHeritage site itself, available with a subscription. MyHeritage has a second, independent site too – OldNews.

OldNews is big news!

At RootsTech 2024, MyHeritage announced a separate subscription site called OldNews, which essentially doubles the number of newspapers that they’ve digitized and made available. Take a look!

I found information about my mother, such as when she had her tonsils removed, when and where she danced in plays as a child, and the amount of my grandparents’ estate. Newspapers reported things back then that would be considered privacy violations today. Check OldNews to see what’s there for you.

Colonial Williamsburg has made the earliest Newspapers in the colonies available, here. Some are through a subscription site, and others aren’t. It was through these old newspapers years ago that I discovered the name of my ancestor’s indentured servant who ran away. Now, DNA seems to point to a potential relationship. There are no records other than that “runaway” notice to connect these people together, anyplace.

Check Cyndi’s list for more Newspaper services

MyHeritage Surnames

MyHeritage offers many ways to search, but you can start by entering the name of your ancestor or even just a surname.

I could have simply entered the surname, but I entered James Lee Claxton.

I can filter by any of the collections, at left.

I check them all, but I particularly like the Books and Publications, and the Newspapers category. You just never know what you’ll find, and many of the books are digitized and free.

You can also just enter a surname. I entered “Estes.”

I checked every one of these categories and, among other things, found some fascinating historic maps.

I love my MyHeritage subscription. If you don’t have one, you can try one free for 14 days.

Ancestry Message Boards

Ancestry discontinued the RootsWeb-hosted websites, WorldConnect Trees, and RootsWeb mailing lists last year, but the message boards are still functional.

After signing in to Ancestry, scroll down until you see Tools and Resources in the right margin.

Click on “Message boards.”

These boards reach back at least 20 years and many of the original posters are deceased now. I know that I often posted information as I found it while traveling.

There’s an advanced search function, too.

I was shocked to discover that you can still initiate a thread, but I’m not at all sure that other people on that board are notified today. I had no idea these boards even still existed.

Another feature that’s helpful at Ancestry is the Card Catalog, one of their Special Record Collections.

You can enter a surname in either the Title or Keyword box.

Of course, you’ll get different results, but both are certainly worth checking.

Genealogy.com

GenForum was the message board for Genealogy.com. Ancestry purchased it years ago, and while you can no longer post messages, you can still search for messages that were previously posted, here.

American Ancestors

American Ancestors holds a large database that includes periodicals such as the New England Historical and Genealogical Register and the Virginia Genealogist, which you can search by name, here.

Additionally, they have a number of immigration and naturalization records not available elsewhere.

HathiTrust

HathiTrust has indexed millions of documents, including many governmental records and publications.

Select any publication or narrow by categories. Then you can search within the text and also view the text on the relevant pages.

DNA Projects

FamilyTreeDNA offers surname projects, along with geographic, haplogroup, lineage, and regional DNA projects.

You can find surname projects in one of two ways.

The first way is to Google “Estes DNA Project.”

You’ll see two links, either of which will take you to the project.

I administer this project and welcome everyone who has an Estes ancestor, regardless of whether their surname is Estes or something else.

By clicking on “DNA Results,” you’ll see multiple options.

Clicking on the “Classic Chart” shows groupings of males who have taken the Y-DNA test, along with additional information, including their Earliest Known Ancestor (EKA) and, in the final column at right, their haplogroup.

If you take a DNA test and match other people, you can contact them to collaborate through matches on your personal page. Not everyone can test for every ancestor – and women can’t test for Y-DNA lineages (because they don’t have a Y chromosome,) so we depend on being able to check for our ancestors in Y-DNA projects.

If your ancestral line is shown, you can use the confirmed haplogroup (green) in the free Discover tool, here, to learn more about your ancestor’s heritage.

Here’s the “Haplogroup Story” tab for R-BY490 that represents a number of Estes lineages. There are 11 other tabs in the left sidebar just waiting for you to read about your ancestry.

Note that “Suggested Projects” is one tab. The suggestions are based on projects other men with this haplogroup have joined.

Y-DNA information through Discover, and soon, mitochondrial DNA information through MitoDiscover, is the ONLY place you can find this kind of information. Be sure to check out all of the tabs at left, including Ancient Connections.

If you click on the Group Time Tree, you’ll see a different view of the results of the project members who have taken the advanced Big Y-700 test.

By selecting the relevant groups, you can see the surname of the testers, their earliest known ancestor (if known and entered), at right, along with the haplogroup genetic tree at left.

The genetic tree shown at left confirms the genealogy of these testers, at least as far as the genetic tree is able to distinguish. I wrote about the Estes Group Time Tree, here, as an example,

If you are a male and have not taken the Big Y-700 test, please do. It unlocks your history in a way nothing else can.

A second way to find DNA projects that might be relevant to your surname is to navigate to the very bottom of the FamilyTreeDNA main page in the footer.

Click on “Group Projects.”

You can enter any surname and see the projects in which the project administrator listed Estes (or your surname of choice) as a surname that might be interested in their project.

If you’re a customer and signed on to your account at FamilyTreeDNA, you can find this same information at the top of your personal page under “Group Projects.” You can also join projects from there.

Social Media

I often overlook Facebook or other social media as a surname resource, but it is.

Today, many, if not most, genealogy and historical societies have pages, and so do many genealogists with an interest in a particular surname line.

Searching for “Estes” on Facebook shows several individual people, PLUS, two groups that might be very interesting.

Once you’re a member of a group, you can search within the group for a keyword.

This search gave me everything with either Moses or Estes, so I narrowed it by just using “Moses” or just searching for “Halifax” which is the county in Virginia where Moses Estes lived.

Facebook, especially groups with a genealogical focus, is a wonderful way to find men for Y-DNA testing.

I often ask if someone has already DNA tested, and if so, where.

If they have already tested at Ancestry, or 23andMe, but not at MyHeritage or FamilyTreeDNA, they can upload to both companies for free. Matching is free after uploading, and so are other basic tools. Advanced tools require an inexpensive unlock, which costs far less than retesting. The unlock at FamilyTreeDNA for advanced tools costs $19, and it’s $29 at MyHeritage.

Next Topic – The Proof Table

Our next topic in this series will be the Genealogy Proof Table.

What is a Proof Table, how do you construct one, and why?

We will assemble a Genealogy Proof Table for one of my lines as an example. You’ll need one for every ancestral lineage.

After that, we have four more articles in this series.

  • Genealogy Proof Standard
  • DNA
  • Leveling up
  • Writing it Up

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Great News – Both e-Pub and Print Version of “The Complete Guide to FamilyTreeDNA” Now Available Worldwide  

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  • Anyone, anyplace, can order the full-color, searchable, e-pub version of The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA from the publisher, Genealogical.com, here.
  • Customers within the US can order the black and white print book from the publisher, here.
  • Customers outside the US can order the print book from their country’s Amazon website. The publisher does not ship print books outside the US due to customs, shipping costs, and associated delays. They arranged to have the book printed by an international printer so that it can be shipped directly to Amazon for order fulfillment without international customers incurring additional expenses and delays. If you ordered the book previously from Amazon and a long delivery time was projected, that should be resolved now and your book should be arriving soon.

Comprehensive

This book is truly comprehensive and includes:

  • 247 pages
  • More than 267 images
  • 288 footnotes
  • 12 charts
  • 68 tips
  • Plus, an 18-page glossary

To view the table of contents, click here. To order, click here.

Thank you, everyone, for your patience and your support.

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Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research