Holiday DNA Sales Are Here!!!

I apologize for the brevity of this posting, but I came home from the FamilyTreeDNA Conference this past weekend with “conference crud.”

I’ll catch you up on that great conference later, but sales won’t wait, and the holiday sales have already begun. This is a great time to order. These prices are the lowest ever.

MyHeritage

The MyHeritage autosomal test is only $36, and shipping is free if you order two or more DNA tests. That’s a GREAT deal. Click here to order.

If you’ve already tested elsewhere, you can upload your raw DNA file from that vendor to MyHeritage, here. I’ve provided step-by-step instructions, here. After you’ve uploaded, be sure to purchase the $29 unlock for advanced autosomal features, including the MyHeritage chromosome browser and Theories of Family Relativity, which shows you how you connect with DNA matches who share the same ancestor in MyHeritage’s collection of 52 million trees.

If you’re new to MyHeritage, you can also purchase a data or records subscription here, including a free trial.

I use this combination of DNA, trees, and tools almost daily and love that MyHeritage sends me regular record matches from their billions of genealogy records.

FamilyTreeDNA

Every test is on sale at FamilyTreeDNA.

As you know, FamilyTreeDNA provides Y-DNA, mitochondrial, and autosomal testing through their Family Finder test. They also accept autosomal DNA file uploads from Ancestry and MyHeritage. You’ll find easy download and upload instructions for each vendor, here. The advanced feature unlock is on sale now for just $9!

You can order each test individually or bundle tests for a better price.

Note that the introductory Y-DNA 37-marker test is available for $99, and can later be upgraded to the Big-Y test. However, the Big Y-700 is on sale for $399 which is a great price. Y-DNA testing unlocks your paternal ancestor’s history revealed in FamilyTreeDNA‘s world-class Discover tools.

If you’ve already tested at FamilyTreeDNA and would like to add another test for yourself or upgrade, say to the Big-Y test, just click here, sign on, and click on the Add Ons and Upgrade button in the upper right-hand corner.

I hope I’m not spilling the beans, but all sale prices, including upgrades and autosomal transfer unlocks, are shown below:

Genealogy Goals

The holidays are coming! Take a look at what you need for your genealogy.

I decided a long time ago it’s absolutely fine to “gift myself” with purchases and upgrades for my cousins. Especially the Big Y-700 at FamilyTreeDNA and the mitochondrial DNA test, which is vastly underutilized. This helps my genealogy immensely, as well as theirs. Most people are happy to swab, especially if you’re doing the genealogy work.

My goal is to:

  • Have the autosomal DNA of each of my family members and cousins in both databases that provide chromosome browsers so that I can confirm ancestors at FamilyTreeDNA and MyHeritage.
  • Find male cousins to test for the Y-DNA, the surname lineage of each of my ancestral lines. Males who descend paternally from each male ancestor can usually be tracked by their surname.
  • Mitochondrial DNA for each of my ancestors. For mitochondrial DNA testing, we need testers descended through all females from each female ancestor, although males in the current generation can test. Everyone has their mother’s direct matrilineal line mitochondrial DNA.

To find testing candidates for your lineages, check projects at FamilyTreeDNA, autosomal matches at all vendors, your ancestors at WikiTree, ThruLines at Ancestry, even though ThruLines is still having issues, and Theories of Family Relativity at MyHeritage.

With DNAtests on sale right now, this is a great time to purchase tests at MyHeritage and FamilyTreeDNA.

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Y-DNA Haplogroup O – When and How Did It Get to the Americas?

Y-DNA Haplogroup O has been found in male testers descended from a Native American ancestor, or in Native American tribes in the Americas – but sometimes things are more complex than they seem. The story of when and how haplogroup O arrived in the Americas is fascinating – and not at all what you might think.

Introduction

The concept of Native American heritage and indigenous people can be confusing. For example, European Y-DNA haplogroup R is found among some Native American men. Those men may be tribal members based on their mother’s line, or their haplogroup R European Y-DNA may have been introduced either through adoption practices or traders after the arrival of Europeans.

There is unquestionable genetic evidence that the origin of Haplogroup R in the Americas was through colonization, with no evidence of pre-contact indigenous origins.

Y-DNA testing and matching, specifically the Big Y-700 test, with its ability to date the formation of haplogroups very granularly, has successfully identified the genesis of Y-DNA haplogroups and their movement through time.

We’ve spent years trying to unravel several instances of Native American Y-DNA Haplogroup O and their origins. Native American, in this context, means that men with haplogroup O are confirmed to be Native American at some point in documented records. This could include early records, such as court or probate records, or present-day members of tribes. There is no question that these men are recognized as Native American in post-contact records or are tribal members, or their descendants.

What has not been clear is how and when haplogroup O entered the Native American population of these various lineages, groups, or tribes. In other words, are they indigenous? Were they here from the earliest times, before the arrival of colonists, similar to Y-DNA haplogroups C and Q?

This topic has been of great interest for several years, and we have been waiting for additional information to elucidate the matter, which could manifest in several ways:

  1. Ancient pre-contact DNA samples of haplogroup O in the Americas, but none have been found.
  2. Current haplogroup O testers in Native American peoples across the North and South American continents, forming a connecting trail genetically, geographically, and linearly through time. This has not occurred.
  3. Big-Y DNA matches within the Americas between Haplogroup O Native American lines unrelated in a genealogical timeframe whose haplogroup formation pre-dates European contact. This has not occurred.
  4. Big-Y DNA matches between Haplogroup O men whose haplogroups were formed in the Americas after the Beringian migration and expansion that scientists agree occurred at least 12-16K years ago, and possibly began earlier. Earlier human lineages, if they existed, may not have survived. A later Inuit and Na-Dené speaker circumpolar migration occurred 4-7K years ago. This has not occurred.
  5. Big-Y DNA matches with men whose most recent common ancestor haplogroup formation dates connect them with continental populations in other locations, outside of North and South America. This would preclude their presence in the Americas after the migrations that populated the Americas. This has occurred.

The Beringian migration took place across a now-submerged land bridge connecting the Chutkin Peninsula in Russia across the Bering Strait with the Seward Peninsula in Alaska.

By Erika Tamm et al – Tamm E, Kivisild T, Reidla M, Metspalu M, Smith DG, et al. (2007) Beringian Standstill and Spread of Native American Founders. PLoS ONE 2(9): e829. doi:10.1371/journal.pone.0000829. Also available from PubMed Central., CC BY 2.5, https://commons.wikimedia.org/w/index.php?curid=16975303

Haplogroup O is clearly Native American in some instances, meaning that it occurs in men who are members of or descend from specific Native American tribes or peoples. One man, James Revels, is confirmed in court records as early as 1656. However, ancestors of James Revels fall into category #5, as their upstream parental haplogroup is found in the Pacific islands outside the Americas after the migration period.

Based on available evidence, the introduction of haplogroup O appears to be post-contact. Therefore, haplogroup O is not indigenous to the Americans in the same sense as haplogroups Q and C that are found widespread throughout the Americas in current testers who are tribal members, descendants of tribal members, and pre-contact ancient DNA as mapped in the book, DNA for Native American Genealogy.

Ancient DNA

Haplogroup C is found in both North and South America today, as are these ancient DNA locations.

Haplogroup Q is more prevalent than Haplogroup C, and ancient DNA remains are found throughout North and South America before colonization.

No ancient DNA for Haplogroup O has been discovered in the Americas. We do find contemporary haplogroup O testers in regional clusters, which we will analyze individually.

Let’s take a look at what we have learned recently.

Wesley Revels’ Lineage

Wesley Revels was the initial Y-DNA tester whose results identified Haplogroup O as Native American, proven by a court record. That documentation was critical, and we are very grateful to Wesley for sharing both his information and results.

Wesley’s ancestor, James Revels, was Native American, born about 1656 and bound to European planter, Edward Revell. James was proven in court to be an Accomack “Indian boy” from “Matomkin,” age 11 in 1667. James was bound, not enslaved, until age 24, at which time he was to be freed and receive corn and clothes.

James had died by 1681 when he was named several times in the Accomack County records as both “James, an Indian” and “James Revell, Indian,” in reference to his estate. James lived near Edward Revell, his greatest creditor and, therefore, administrator of his estate, and interacted with other Indian people near Great Matompkin Neck. Marie Rundquist did an excellent job of documenting that here. Additional information about the Revels family and Matomkin region can be found here.

The location where Edward Revell lived, Manokin Hundred, was on the water directly adjacent the Great Matomkin (now Folly Creek) and Little Matomkin Creeks, inside the Metomkin Inlet. The very early date tells us that James Revels’s paternal ancestor was in the colonies by 1656 and probably born about 1636, or perhaps earlier.

Lewis and Revels men are later associated with the Lumbee Tribe, now found in Robeson and neighboring counties in North Carolina. The Lewis line descends from the Revels lineage, as documented by Marie and Wesley. Other men from this line have tested and match on lower-level STR markers, but have not taken the much more granular and informative Big-Y test.

Until recently, the men who matched Wesley Revels closely on the Big-Y test were connected with the Revels line and/or the Lumbee.

Wesley has a 37-marker STR match to a man with a different surname who had not tested beyond that level, in addition to several 12-marker STR matches to men from various locations. Men who provided known ancestral or current locations include one from Bahrain, two from the Philippines, and three from China. Those men have not taken the Big-Y, and their haplogroups are all predicted from STR results to O-M175 which was formed in Asia about 31,000 years ago.

12-marker matches can reach thousands of years back in time. Unless the matches share ancestors and match at higher levels, 12-marker matches are only useful for geographic history, if that. The Big Y-700 test refines haplogroup results and ages from 10s of thousands of years to (generally) within a genealogically relevant timeframe, often within a couple hundred years.

One of Wesley’s STR matches, Mr. Luo, has taken a Big Y-700 test. Mr. Luo descends directly from Indonesia in the current generation and is haplogroup O-CTS716, originating about 244 BCE, or 2244-ish years ago. Mr. Luo does not match Wesley on the Big-Y test, meaning that Wesley and Mr. Luo have 30 or more SNP differences in their Big-Y results, which equates to about 1,500 years. The common ancestor of Wesley Revels and Mr. Luo existed more than 1,500 years ago in Indonesia. It’s evident that Mr. Luo is not Native American, but his location is relevant in a broader analysis.

There is no question that Wesley’s ancestor, James Revels, was Native American based on the court evidence. There is also no question that the Revels’ paternal lineage was not in the Americas with the Native American migration group 12-16K years ago.

The remaining question is how and when James Revels’ haplogroup O ancestor came to be found on the Atlantic seaboard in the early/mid 1600s, only a few years after the founding of Jamestown.

The results of other Haplogroup O men may help answer this question.

Mr. Lynn

Another haplogroup O man, Mr. Lynn, matches Wesley on STR markers, but not on the Big-Y test.

Mr. Lynn identified his Y-DNA line as Native American, although he did not post detailed genealogy. More specifically, we don’t know if Mr. Lynn identified that he was Native on his paternal line because he matches Wesley, or if the Native history information was passed down within his family, or from genealogical research. Mr. Lynn could also have meant generally that he was Native, or that he was Native “on Dad’s side,” not specifically his direct patrilineal Y-line.

Based on Mr. Lynn’s stated Earliest Known Ancestor (EKA) and additional genealogical research performed, his ancestor was John Wesley Lynn (born approximately 1861, died 1945), whose father was Victor Lynn. John’s death certificate, census, and his family photos on Ancestry indicate that he was African American. According to his death certificate, his father, Victor Lynn, was born in Chatham Co., NC, just west of Durham.

Family members are found in Baldwin Township, shown above.

I did not locate the family in either the 1860 or 1870 census. In 1860, the only Lynn/Linn family in Chatham County was 50-year-old Mary Linn and 17-year-old Jane, living with her, presumably a daughter. Both are listed as “mulatto” (historical term) with the occupation of “domestic.” They may or may not be related to John Wesley Lynn.

In 1870, the only Linn/Lynn in Chatham County is John, black, age 12 or 13 (so born in 1857 or 1858), farm labor, living with a white family. This is probably not John Wesley Lynn given that he is found with his mother in 1880 and the ages don’t match.

In 1880. I find Mary Lynn in Chatham County, age 48, single, black, with daughter Eliza Anne, 20, mulatto, sons John Wesley, 14 so born about 1866, and Charles 12, both black. Additionally, she is living with her nieces and nephews, Cephus, black, 12, Lizzie, 7, mulatto, Malcom, 4, mulatto, William H, 3, mulatto (I think, written over,) and John age 4, mulatto. The children aged 12 and above are farm labor.

In 1880, I also find Jack Lynn, age 28, black, married with 3 children, living beside William Lynn, 25, also married, but with no children.

Trying to find the family in 1870 by using first name searches only, I find no black Mary in 1870 or a mulatto Mary with a child named Jack or any person named Cephus by any surname. I don’t find Jack or any Lynn/Linn family in Chatham County.

The 1890 census does not exist.

In the 1900 census, I find Wesley Lynn in Chatham County, born in January of 1863, age 37, single, a boarder working on the farm of John Harris who lives beside Jack Lynn, age 43, born in April of 1857. Both Lynn men are black. I would assume some connection, given their ages, possibly or probably brothers.

In 1940, John Wesley Lynn, age 74, negro (historical term), is living beside Victor Lynn, age 37, most likely his son.

I could not find Victor Lynn, John Wesley Lynn’s father in any census, so he was likely deceased before 1880 but after 1867, given that Mary’s son Charles Lynn was born in 1868, assuming Mary’s children had the same father. The fact that Mary was listed as single, not married nor widowed suggests enslavement, given that enslaved people were prohibited from legally marrying.

About the only other assumption we can make about Victor Sr. is that he was probably born about 1832 or earlier, probably in Chatham County, NC based on John Wesley’s death certificate, and he was likely enslaved.

Subclades of Haplogroup O

Both the Revels and Lynn men are subclades of haplogroup O and both claim Native heritage – Wesley based on the Revels genealogy and court documents, and Mr. Lynn based on the Native category he selected to represent his earliest known paternal ancestor at FamilyTreeDNA.

Both men have joined various projects, including the American Indian Project, which provides Marie and me, along with our other project co-administrators, the ability to work with and view both of their results at the level they have selected.

How Closely Related Are These Haplogroup O Men?

How closely related are these two men?

By Viajes_de_colon.svg: Phirosiberiaderivative work: Phirosiberia (talk) – Viajes_de_colon.svg, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=8849049

  • Do the haplogroups of the Revels men and Mr. Lynn converge in a common ancestor in a timeframe BEFORE colonialization, meaning before Columbus “discovered” the Caribbean islands when colonization and the slave trade both began?
  • Do the haplogroups converge on North or South American soil or elsewhere?
  • Is there anything in the haplogroup and Time Tree information that precludes haplogroup O from being Native prior to the era of colonization?
  • Is there anything that confirms that a haplogroup O male or males were among the groups of indigenous people that settled the Americas sometime between 12 and 26 thousand years ago? Or even a later panArctic or circumpolar migration wave?

Haplogroup O is well known in East Asia, Indonesia, and the South Pacific.

Another potential source of haplogroup O is via Madagascar and the slave trade.

The Malagasy Roots Project has several haplogroup O individuals, including the Lynn and Revels men, who may have joined to see if they have matches. We don’t know why the various haplogroup O men in the project joined. Other haplogroup O men in the project may or may not have proven Malagasay heritage.

Information provided by the project administrators is as follows:

The people of Madagascar have a fascinating history embedded in their DNA. 17 known slave ships came from Madagascar to North America during the Transatlantic Slave Trade. As a result, we find Malagasy DNA in the African American descendants of enslaved people, often of Southeast Asian origin. One of the goals of this project is to discover the Malagasy roots of African Americans and connect them with their cousins from Madagascar. Please join us in this fascinating endeavor. mtDNA Haplogroups of interest include: B4a1a1b – the “Malagasy Motif”, M23, M7c3c, F3b1, R9 and others Y-DNA Haplogroups include: O1a2 – M50, O2a1 – M95/M88, O3a2c – P164 and others

Resources:

http://www.ncbi.nlm.nih.gov/pmc/articles/PMC2987306/  http://www.ncbi.nlm.nih.gov/pmc/articles/PMC1199379/  http://mbe.oxfordjournals.org/cgi/pmidlookup?view=long&pmid=19535740  http://www.biomedcentral.com/1471-2156/15/77  http://www.biomedcentral.com/1471-2164/10/605

The Malagasy group only has one other man who is haplogroup O and took the Big-Y test, producing haplogroup O-FTC77008. Of course, we don’t know if he has confirmed Madagascar ancestry, and his haplogroup is quite distant from both Revels and Lynn in terms of when his haplogroup was formed.

Viewing the Malagasy Project’s Group Time Tree, above, the common ancestor between those three men lived about 28K BCE, or 30,000 years ago.

Haplogroup O Project Group Time Tree

The Haplogroup O Project Time Tree provides a better representation of haplogroup O in general given that it has a much wider range of samples.

On this tree, I’ve labeled the haplogroup formation dates, along with the Revels/Lewis line which descends from O-FT45548. This haplogroup includes one additional group member whose surname is locked, as he hasn’t given publication permission. The haplogroup formation date of 1766 occurs approximately 85 years after James Revel’s birth, so is attributable to some, but not all of his descendants. At least one descendant falls into the older Haplogroup O-BY60500.

The common ancestor of all three, meaning Revels, Lewis, and the man whose name is locked and does not know his genealogy, is haplogroup O-BY60500, born about 1741.

Their ancestral haplogroup before that, O-FT11768, is much older.

Two Filipino results are shown on and descending from the parent branch of O-FT11768, formed about 3183 BCE, or about 5183 years ago. This tells us that the ancestors of all these men were in the same place, most likely the Philippines, at that time.

3183 BCE (5180 years ago) is well after the Native American migration into the Americas.

Discover Time Tree

Obviously, not every tester joins a project, so now I’m switching to the Discover Time Tree which includes all Y-DNA haplogroup branches. Their common haplogroup, O-FT11768, has many branches, not all of which are shown below. I’m summarized unseen branch locations at bottom left.

Expanding the Time Tree further to view all of the descendant haplogroups of O-FT11768, we see that this was a major branch with many South Pacific results, including the branch of O-FT22410, bracketed in red, which has three members.

One is Mr. Lynn whose feather indicates Native American as his EKA country selection, one is a man whose ancestor is from Singapore, and one is an unknown individual who did not enter his ancestor’s country of origin.

Geography

Wesley’s STR match list, which can reflect matches further back in time than the Big-Y test, includes islands near Singapore. This geography aligns with what is known about haplogroup O.

The distance between this Asian region and continental America, 9000+ miles distant by air, is remarkable and clearly only navigable at that time by ship, meaning ships with experienced crew, able to navigate long distances with supplies and water.

We know that in 760 CE, about 1240 years ago, Mr. Lynn’s haplogroup O-F24410 was formed someplace in the South Pacific – probably in Malaysia or a nearby island. This region, including the Philippines, is home to many haplogroup O men. The majority of haplogroup O is found in Asia, the South Pacific, and Diaspora regions.

We know that Hawaii was populated by Polynesian people about 1600 years ago, prior to the age of colonization. Hawaii is almost 7000 miles from Singapore.

Here’s the challenge. How did these haplogroup O men get from the South Pacific to Virginia? Mr. Lynn and the Singapore tester share a common ancestor about 1240 years ago, or 760 CE.

There is no known or theorized Native American settlement wave across Beringia as late as 760 CE. We know that the parent haplogroup was someplace near Singapore in approximately 760 CE.

Two Filipino men and the Revels’ ancestors were in the same location in the Pacific Islands 5180 years ago. How did they arrive on the Eastern Shore in Virginia, found in the Native population, either in or before 1656 when James Revels was born?

What happened in the 3500 years between those dates that might explain how James Revel’s ancestor made that journey?

Academic Papers

In recent years, there has been discussion of possible shoreline migration routes along the Russian coast, Island hopping along Alaska, Canada, and what is now the US, known as the Kelp Highway or Coastal Migration Route – but that has yet to be proven.

Even if that is the case, and it’s certainly a possibility, how did this particular group of men get from the Pacific across the continent to the Atlantic shore in such a short time, leaving no telltale signs along the way? The Coastal Migration Theory hypothesis states that this migration occurred from 12-16 thousand years ago, and then expanded inland over the next 3-5K years. They could not have expanded eastward until the glaciers receded. Regardless, the parent haplogroup and associated ancestors are still found in the Philippines and South Pacific 5000 years ago – after that migration and expansion had already occurred.

The conclusion of the paper is that there is no strong evidence for a Pacific shoreline migration. Regardless, that’s still thousands of years before the time range we’re observing.

We know that the Lynn ancestor was with men from Indonesia in 760 CE, and the Revels ancestor was with men from the Pacific Islands, probably the Philippines, 5180 years ago. They couldn’t have been in two places at the same time, so the ancestors of Revels and Lynn were not in the Americas then.

A 2020 paper shows that remains from Easter Island (Rapa Nui) show Native American DNA, and suggests that initial contact occurred between the two cultures about 1200 CE, or about 800 years ago, but there is not yet any pre-contact or post-contact ancient Y-DNA found in the Americas that shows Polynesian DNA. Furthermore, the hypothesis is that the DNA found on Easter Island came from the Americas, not vice versa. The jury is still out, but this does show that trans-Pacific contact between the two cultures was taking place 800 years ago, at least two hundred years pre-European contact.

Australasian migration to South America is also suggested by one set of remains found in Brazil dating from more than 9000 years ago, but there have been no other remains found indicating this heritage, either in Brazil, or elsewhere in the Americas.

Based on the Time Tree dates of the Haplogroup O testers in our samples, we know they were in the Islands of Southeast Asia after this time period. Additionally, there are no Australia/New Zealand matches.

The Spanish

The Spanish established an early trade route between Manila and Acapulco beginning in 1565. Consequently, east Asian men left their genetic signature in Mexico, as described in this paper.

Historians estimate that 40-129K immigrants arrived from Manilla to colonial Mexico between 1565 and 1815, with most being enslaved upon arrival. Approximately one-third of the population in Manilla was already enslaved. Unfortunately, this paper focused only on autosomal genome-wide results and did not include either Y-DNA, nor mitochondrial. However, the paper quantifies the high degree of trade, and indicates that the Philippines and other Asian population haplotypes are still prevalent in the Mexican population.

In 2016, Dr. Miguel Vilar, the lead scientist with the National Geographic Genographic project lectured in Guam about the surprising Native American DNA found in the Guam population and nearby islands. He kindly provided this link to an article about the event.

Guam was colonized by Spain. In the image from the Boxer Codex, above, the local Chamorro people greet the Manila Galleon in the Ladrones Islands, as the Marianas were called by the Spanish, about 1590.

Native Hawaiians descend from Polynesian ancestors who arrived in the islands about 400 CE, or about 1600 years ago. Captain Cook, began the age of European contact in Hawaii in 1778.

Five Possibilities

There are five possible origins of haplogroup O in the Americas.

  • Traditional migration across Beringia with the known migrations, estimated to have occurred about 12-16K years ago.
  • A Kelp Highway Coastal Migration which may have occurred about 12-16K years ago and dispersed over the next 3-5K years.
  • Circumpolar migration – specifically Inuit and Na-Dene speakers, about 4-6K years ago.
  • Post-contact incorporation from the Pacific Islands resulting from shipping trade on colonial era ships sometime after 1565.
  • Post-contact incorporation from Madagascar resulting from the importation of humans who may or may not have been enslaved upon arrival.

Do we have any additional evidence?

Other Haplogroup O DNA

From my book, DNA for Native American Genealogy:

Testers in haplogroup O-BY60500 and subclade O-FT45548 have proven Native American heritage.

We have multiple confirmed men from a common ancestor who is proven to be an enslaved Accomack “Indian boy,” James Revell, born in 1656, “belonging to the Motomkin” village, according to the Accomack County, Virginia court records. These men tested as members of haplogroup O-F3288 initially, after taking the Big Y-500 test. However, upgrading to the Big Y-700 produced more granular results and branches reflecting mutations that occurred since their progenitor was born in 1656.

Unfortunately, other than known descendants, these men have few close Y-DNA or Big Y-700 matches.

Without additional men testing from different unrelated lines, or ancient haplogroup O being discovered, we cannot confirm that this haplogroup O male’s ancestor was not introduced into the Matomkin Tribe in some way post-contact. Today, one descendant from this line is a member of the Lumbee Tribe.

However, that isn’t the end of the haplogroup O story.

The Genographic Project data shows one Haplogroup O Tlingit tribal member from Taku, Alaska, along with several testers from Mexico that indicate their paternal line is indigenous. Some people from Texas identify their paternal line as Hispanic.

Another individual indicates they were born on the Fountain Indian Reserve, in British Columbia and speaks the St’at’imcets language, an interior branch of Coastal Salish.

Haplogroup O has been identified as Native American in other locations as well.

Much of the information about Haplogroup O testers was courtesy of the Genographic Project, meaning we can’t contact those people to request upgraded tests, and we can’t obtain additional information in addition to what they provided when they tested. As an affiliate researcher, I’m very grateful to the National Geographic Society’s Genographic project for providing collaborative data.

When the book was published, the Discover Time Tree had not yet been released. We have additional information available today, including the dates of haplogroup formation.

FamilyTreeDNA Haplotree and Discover

The FamilyTreeDNA Haplotree (not to be confused with the Discover Time Tree) shows 10 people at the O-M175 level in Mexico, 10 people in the US report Native American heritage, 2 in Jamaica, and one each in Peru, Panama, and Cuba. There’s also one tester from Madagascar.

Altogether, this gives us about 35 haplogroup O males in the Americas, several with Native heritage.

Please note that I’ve omitted Hawaii in this analysis and included only North and South America. The one individual selecting Native Hawaiian (Kanaka Maoli) is in haplogroup O-M133.

Let’s look at our three distinct clusters.

Cluster 1 – Pacific Northwest – Alaska and Canada

We have a cluster of three individuals along the Pacific Coast in Alaska and Canada who have self-identified as Native, provided a tribal affiliation, and, in some cases, the spoken language.

How might haplogroup O have arrived in or near Vancouver, Washington? We know that James Cook “discovered” Hawaii in 1778, naming it the Sandwich Islands. By 1787, a female Hawaiian died en route to the Pacific Northwest, and the following year, a male arrived. Hawaii had become a provisioning stop, and the Spanish took Hawaiians onto ships as replacement workers.

Hawaiian seamen, whalers, and laborers began intermarrying with the Native people along the West Coast as early as 1811. Their presence expanded from Oregon to Alaska. Migration and intermarriage along the Pacific coast began slowly, but turned into a steady stream 30 years later when we have confirmed recruitment and migration of Hawaiian people

In 1839, John Sutter recruited a small group of 10 Hawaiians to travel with him to the then-Mexican colony of Alta, California.

By the mid-1800s, hundreds of Hawaiians lived in Canada and California. In 1847, it was reported that 10% of San Francisco’s residents were Hawaiian. Some of those people integrated with the Native American people, particularly the Miwok and Maidu. The village of Verona, California was tri-lingual: Hawaiian, a Native language, and English, and is today the Sacramento-Verona Tribe.

This article provides a history of the British Company who administered Fort Vancouver, near Vancouver, Washington, that included French-Canadians, Native Americans and Hawaiians. In 1845, 119 Hawaiians were employed at the fort. One of the 119, Opunuia, had signed on as an “engagé,” meaning some type of hired hand or employee, with the Hudson Bay Company for three years, after which he would be free to return home to Honolulu or establish himself in the Oregon Country. He married a woman from the Cascade Tribe.

The descendants of the Hawaiian men and Native women were considered tribal members. In most tribes, children took the tribal status and affiliation of the mother.

The Taku and Sitka, Alaska men on the map are Tlingit, and the man from British Columbia is from the Fountain Indian Reserve.

Hawaiian recruitment is the most likely scenario by which haplogroup O arrived in the tribes of the Pacific Northwest. In that sense, haplogroup O is indeed Native American but not indigenous to that region. The origins of haplogorup O in the Pacific Northwest are likely found in Hawaii, where it is indigenous, and before that, Polynesia – not due to a Beringian crossing.

Cluster 2 – Mexico

We find a particularly interesting small cluster of 4 haplogroup O individuals in interior Mexico.

In the 1500s, Spain established a trade route between Mexico and Manilla in the Philippines.

In 1564, four ships left Mexico to cross the Pacific to claim Guam and the Philippines for King Philip II of Spain. The spice trade, back and forth between Mexico and the Philippines began the following year and continued for the next 250.

Landings occurred along the California coast and the western Mexican coastline. The majority of the galleon crews were Malaysian and Filipino who were paid less than the Spanish sailors. Slaves, including people from the Marianas were part of the lucrative cargo.

One individual in Texas reports haplogroup O and indicates their paternal ancestors were Hispanic/Native from Mexico. A haplogroup O cluster claiming Native heritage is found near Zacatecas, Fresnillo and San Luis Potosi in central Mexico. Additionally, mitochondrial haplogroup F, also Asian, is found there as well. Acapulco is the lime green pin.

An additional haplogroup O tester with Native heritage is found in Lima, Peru.

Haplogroup O men are found in Panama, Jamaica and Cuba, but do not indicate the heritage of their paternal ancestral line. None of these men have taken Big-Y tests, and some may well have arrived on the slave ships from Madagascar, especially in the Caribbean. This source attributes some enslaved people in Jamaica to Hawaiian voyages.

I strongly suspect that the Mexican/Peru grouping in close proximity to the Pacific coastline is the result of the Manilla-Mexico 250-year trade route. The Spanish also plied those waters regularly. Big Y testing of those men would help flesh-out their stories – when and how haplogroup O arrived in the local population.

Cluster 3 – East Coast

At first glance, the East Coast grouping of men with a genetic affinity to the people of the Philippines and Indonesia seems more difficult to explain, but perhaps not.

On the East Coast, we have confirmed reports of whalers near Nantucket as early as 1765 utilizing crewmen from Hawaii, known then as the Sandwich Islands, Tahiti, and the Cape Verde Islands off of Africa. A thorough review of early literature might well reveal additional information about early connections with the Sandwich Islands, and in particular, sailors, crew, or enslaved people.

The Spanish and French were the first to colonize the Philippines by the late 1500s. They had discovered the Solomon Islands, Melanesia, and other Polynesian Islands, and by the early 1600s, the Dutch were involved as well.

The Encyclopedia Britanica further reports that Vasco Balboa first sailed into the Pacific in 1513 and seven years later, Ferdinand Magellan rounded the tip of South America. The Spanish followed, establishing a galley trade between Manila, in the Philippines and Acapulco in western Mexico.

While I found nothing specific stating that the earliest voyages brought men from the Philippines and Oceania back to their European home ports with them, we know that early European captains on exploratory voyages took Native people from the east coast of the Americas on their return journey, so there’s nothing to preclude them from doing the same from the Pacific. The early explorers stayed for months among the Oceanic Native peoples. If they were short on sailors for their return voyage, Polynesian men filled the void.

We know that the Spanish took slaves as part of their trade. We know that the ships in the Pacific took sailors from the islands. If the men themselves didn’t stay in the locations they visited, it’s certainly within the realm of possibility that they fathered children with local, Native women. Furthermore, given that the slave trade was lucrative, it’s also possible that some Pacific Island slaves were taken not as crew but with the intention of being sold into bondage. Other men may have escaped the ships and hidden among the Native Tribes along the eastern seaboard.

Fishing in Newfoundland and exploration in what would become the US was occurring by 1500, so it’s certainly possible that some of the indigenous people from Indonesia and the Philippines were either stranded, sold to enslavers, escaped, or chose to join the Native people along the coastline in North America. Ships had to stop to resupply rations and take on fresh water.

We know that by the mid-1600s, James Revels, whose father carried haplogroup O, had been born on the Atlantic coast of Virginia or Maryland, probably on the Delmarva Peninsula, short for Delaware, Maryland, Virginia, where the Accomac people lived.

There are other instances of haplogroup O found along the east coast.

On the eastern portion of the haplogroup O map from the book, DNA for Native American Genealogy, we find the following locations:

  • Hillburn, NY – man identified as “Native American Black.”
  • Chichester County, PA – Genographic tester identified the location of his earliest known ancestor – included here because O is not typically found in the states.
  • Accomack County, VA – Delmarva peninsula – James Revels lineage
  • Robeson County, NC – Lewis and Revels surname associated with the Lumbee
  • Chatham County, NC – Lynn ancestor’s earliest known location
  • Greene County, NC – enslaved Blount ancestor’s EKA in 1849

The genesis of Mr. Blount’s enslaved ancestor is unclear. Fortunately, he took a Big Y-700 test.

Mr. Blount’s only Big-Y match is to a man from the United Arab Emirates (UAE), but the haplogroup history includes Thailand, which is the likely source of both his and his UAE matches’ ancestors at some point in time. Their common ancestor was in Thailand in 336 CE, almost 1700 years ago.

All surrounding branches of haplogroup O on the Time Tree have Asian testers, except for the one UAE gentleman.

The Blount Haplogroup O-FTC77008 does not connect with the common ancestral haplogroup of Lynn and Revels, so these lineages are only related someplace in Oceana prior to O-F265, or more about  30,000 years ago. Their only commonality other than their Asian origins is that they arrived on the East Coast of the Americas.

We know that the Spanish were exploring the Atlantic coastline in the 1500s and were attempting to establish colonies. In 1566, a Spanish expedition reached the Delmarva Peninsula. This spit of land was contested and changed hands several times, belonging variously to the Spanish, Dutch, and British by 1664.

Furthermore, we also know that the ships were utilizing slave labor. One of the Spanish ships wrecked in the waters off North Carolina near Hatteras or Roanoke Island before the Lost Colony was abandoned on Roanoke Island in 1587. The Croatan Indians reported that in memorable history, several men, some of whom were reported to be slaves, had survived the wreck and “disappeared” into the hinterlands – clearly running for their lives.

These men, if they survived, would have been incorporated into the Native population as there were no other settlements at the time. Variations of this scenario may have played out many times.

James Revels’ ancestor could have arrived on any ship, beginning with exploration and colonization in the early 1500s through the mid-1650s.

By the time the chief bound the Indian boy who was given the English name James to Edward Revell, James’s Oceanic paternal ancestor could have been 4, 5 or 6 generations in the past – or could have been his father.

The Accomack was a small tribe, loosely affiliated with the Powhatan Confederacy along the Eastern Shore. By 1700, their population had declined by approximately 90% due to disease. A subgroup, the Gingaskins, intermarried with African Americans living nearby. After Nat Turner’s slave rebellion of 1831, they were expelled from their homelands.

The swamps near Lumberton in Robeson County, NC, became a safe haven for many mixed-race Native, African, and European people. The swamps protected them, and they existed, more or less undisturbed, for decades. Revels and Lewis descendants are both found there.

Many Native Americans were permanently enslaved alongside African people – and within a generation or so, their descendants knew they were Native and African, but lost track of which ancestors descended from which groups. Life was extremely difficult back then. Generations were short, and enslaved people were moved from place to place and sold indiscriminately, severing their family ties entirely, including heritage stories.

Returning to the Discover Time Tree Maps

Wesley Revels has STR matches with several men from Indonesia, China, and the Philippines. It would be very helpful if those men would upgrade to the Big Y-700 so that we can more fully complete the haplogroup O branches of the Time Tree.

The common Revels/Lewis ancestor, accompanied by two descendant men on different genetic branches from the Philippines, was born about 5180 years ago. There is no evidence to suggest Haplogroup O-FT11768 was born anyplace other than in the Philippines.

How did the descendant haplogroups of O-FT45548 (Revels, Lewis, and an unnamed man) and O-F22410 (Lynn) arrive in Virginia or anyplace along the Atlantic seaboard?

Hawaii wasn’t settled until about 1600 years ago. We know Hawaiians integrated with the Pacific Coast Native tribes in the 1800s, but James Revels was in Virginia in 1656..

We know that the Spanish established a mid-1500s trade route between Manila and Acapulco, leaving their genetic signature in western Mexico.

None of these events fit the narrative for the Revels or the Lynn paternal ancestor.

Furthermore, the Revels and Lynn lines do not connect on North American soil, as both descend from the same parent haplogroup, O-FT11768, 5180 years ago in the Philippines. This location and history suggest a connection with the Spanish galleon trade era. The haplogroup formation clearly predates that trade, which means those men were still in the Philippines, not already living on the American continents. Therefore, the descendants of the haplogroup O-FT11768 arrived in Virginia and North Carolina sometime after that haplogroup formation 5100 years ago.

The Lynn ancestor connects with a man from Singapore in 760 CE, or just 1240 years ago. A descendant of haplogroup O-F22410 arrived in North Carolina sometime later.

It does not appear, at least not on the surface, that there is a connection through Madagascar, although we can’t rule that out without additional testers. If the connection is through Madagascar, then their ancestors were likely transported from Indonesia to Madagascar, then as enslaved people from Madagascar to the Atlantic colonies to be sold. However, James Revels was not enslaved. He was clearly Native and bound to a European plantation owner, who did, in fact, free him as agreed and subsequently loaned him money.

Based on the dates involved, and when we know they were in Oceania, an arrival along the west coast, followed by a quick migration across the country to a peninsula of land in the Atlantic, is probably the least likely scenario. There is also no historical or ancient haplogroup O DNA found anyplace between the west and east coasts, nor in the Inuit or Na-Dene speakers. The Navajo, who speak the Na-Dené language, migrated to the Southwest US around 1400 CE, but haplogroup O has not been found among Na-Dené speakers.

It’s a long way from Singapore and the Philippines to Madagascar, so while the coastal migration scenario is not impossible, it’s also not probable, especially given what we know about the Spanish Pacific trade that existed profitably for 250 years.

However, one haplogroup O subgroup arrived in the UAE by some methodology after 336 CE.

It’s entirely possible, indeed probable, that haplogroup O arrived in the Americas for various reasons, on different paths, in different timeframes.

Haplogroup O was found in people in the Americas after colonization had begun. There has been no ancient Haplogroup O DNA discovered, and there’s evidence indicating that these instances of haplogroup O could not have arrived in any of the known Beringia migrations nor the theorized Coastal or Kelp migration. We know the East Coast Cluster is not a result of the West Coast 19th-century migration because James Revels was in court one hundred and fifty years before the Hawaiians were living among the Native people along the Pacific coastline.

There’s nothing to indicate that the Mexican group that likely arrived beginning in the mid-1500s for the next 250 years as a result of the Indonesian trade route migrated to the east coast, or vice versa. That’s also highly unlikely.

The most likely scenario is that Mr. Lynn’s, Mr. Blount’s, and James Revels’ ancestors were brought on trade ships, either as sailors or enslaved men. They may not have stayed, simply visited. They may each have arrived in a completely different scenario, meaning Mr. Blount’s ancestors could have been enslaved arrivals from Madagascar, Mr. Lynn’s from Indonesia, and Mr. Revel’s as a crew member on a Spanish ship. We simply don’t know.

James Revels’ descendants were Native through his mother’s tribe, as confirmed in the 1667 court records. However, the Revels and Lynn lineages weren’t Native as a result of their paternal haplogroup O ancestors crossing Beringia into the Americas with Native American haplogroups Q and C. Instead, the Lynn and Revels migration story is quite different. Their ancestors arrived by ship. The journey was long, perilous, and far more unique than we could have imagined, taking them halfway around the world by water.

Timeline

There’s a lot of information to digest, so I’ve compiled a timeline incorporating both genetic and historical information for easy reference.

  • 30,000 years ago (28,000 BCE) – haplogroup O-F265, common Asian ancestor  of Mr. Blount, the Revels/Lewis group, Mr. Lynn, and an unknown Big-Y tester in the Malagasy group project
  • 12,000-16,000 years ago – Indigenous Americans arrived across now-submerged Beringia
  • 12,000-16,000 years ago – possible Coastal Migration route may have facilitated a secondary source of indigenous arrival along the Pacific coastline of the Americas
  • 4000-7000 years ago – circumpolar migration arrival of Inuit and Na-Dené speakers found in the Arctic polar region and the Navajo in the Southwest who migrated from Alaska/Canada about 1400 CE
  • 5180 years ago (3180 BCE) – haplogroup O-FT11768, the common ancestor of Mr. Lynn and the Revels/Lewis group with many subgroups in the Philippines, Hawaii, Singapore, Brunei, China, Sumatra, and Thailand
  • 2244 years ago (244 BCE) – haplogroup O-CTS716, the common ancestor of Wesley Revels and Mr. Luo from Indonesia
  • The year 336 CE, 1684 years ago – haplogroup O-FTC77008, the common ancestor of Mr. Blount, UAE tester and a man from Thailand
  • 400 CE, 1600 years ago  –  Hawaii populated by Polynesian people
  • 760 CE, 1240 years ago – haplogroup O-F22410, common ancestor of Mr. Lynn with a Singapore man
  • 1492 CE, 528 years ago – Columbus begins his voyages to the “New World,” arriving in the Caribbean
  • By 1504 CE – European fishing began off of Newfoundland
  • 1565 – Spain claimed Guam and the Philippines
  • 1565 – Spanish trade between Manilla and Acapulco begins and continues for 250 years, until 1815, using crews of men from Guam, the Philippines, and enslaved people from the Marianas.
  • 1565 – St. Augustine (Florida) was founded by the Spanish as a base for trade and conquest along the eastern seaboard
  • 1566 – A Spanish expedition reached the Delmarva peninsula intending to establish a colony, but bad weather thwarted that attempt.
  • 1585-1587 – voyages of discovery by the English and the Lost Colony on Roanoke Island, North Carolina
  • 1603 – English first explored the Delmarva Peninsula, home to the Accomac people, now Accomack County, VA, where James Revels’s court record was found in 1667
  • 1607 – Jamestown, Virginia, founded by the English
  • 1608 – Colonists first arrived on the Delmarva Peninsula and allied with Debedeavon, whom they called the “laughing King” of the Accomac people. At that time, the Accomac had 80 warriors. Debedeavon was a close friend to the colonists and saved them from a massacre in 1622. He died in 1657.
  • 1620 – The Mayflower arrived near present-day Provincetown, Massachusetts
  • 1631-1638 – Dutch West India Company established a colony on the Delmarva Peninsula, but after conflicts, it was destroyed by Native Americans in 1638. The Swede’s colony followed, and the region was under Dutch and Swedish control until it shifted to British control in 1664
  • 1656 – Birth of James Revels, confirmed in a 1667 court record stating that he was an Accomack “Indian boy” from “Matomkin,” judged to be age 11, bound to Edward Revell. This location is on the Delmarva Peninsula.
  • 1741 CE –  Haplogroup O-BY60500 formation date that includes all of the Revels and Lewis testers who descend from James Revels born in 1656
  • 1765 – Whalers near Nantucket using crewmen from Hawaii (Sandwich Islands), Tahiti, and the Cape Verde Islands off of Africa
  • 1766 CE – Formation date for haplogroup O-FT45548, child haplogroup of O-BY60500, for some of the Lewis and Revels men who all descend from James Revels born in 1656
  • 1778 – Captain Cook makes contact with Hawaiian people
  • 1787 – The first male arrived in the Pacific Northwest from Hawaii
  • 1811 – Hawaiian seamen begin intermarrying with Native American females along the Pacific shore, eventually expanding their presence from Oregon to Alaska
  • 1839 – John Suter recruits Hawaiian men to travel with him to California
  • 1845 – Hawaiians employed by Fort Vancouver, with some marrying Native American women

Conclusions

It’s without question that James Revels was Native American very early in the settlement of the Delmarva Peninsula, now Accomack County, Virginia, but his common ancestor with Filipino men 5100 years ago precludes his direct paternal ancestor’s presence in the Americas at that time. In other words, his Revel male ancestor did not arrive in the Beringian indigenous migration 12,000-16,000 years ago. His ancestor likely arrived post-contact, based on a combination of both historical and genetic evidence.

Haplogroup O is not found in the Arctic Inuit nor the Na-Dene speakers, precluding a connection with either group, and has never been found in ancient DNA in the Americas.

Haplogroup O in the Revels lineage is most likely connected with the Spanish galleon trade with the Philippines and the early Spanish attempts to colonize the Americas.

The source of Haplogroup O in the Pacific Northwest group is likely found in the recruitment of Hawaiian men in the early/mid-1800s.

The Mexican Haplogroup O group likely originated with the Manilla/Mexico Spanish galleon trade.

The source of the Blount Haplogroup O remains uncertain, other than to say it originated in Thailand thousands of years ago and is also found in the UAE. The common Blount, UAE, and Thailand ancestor’s haplogroup dates to 336 CE, so they were all likely in or near Thailand at that date, about 1687 years ago.

What’s Next?

Science continuously evolves, revealing new details as we learn more, often clarifying or shifting our knowledge. Before the Discover tool provided haplogroup ages based on tests from men around the world, we didn’t have the necessary haplogroup origin and age data to understand the genesis of haplogroup O in the Americas. Now, we do, but there is invariably more to learn.

New evidence is always welcome and builds our knowledge base. Haplogroup O ancient DNA findings would be especially relevant and could further refine what we know, depending on the location, dates of the remains, who they match, and historical context.

Additional Big Y-700 tests of haplogroup O men, especially those with known genealogy or ancestor location, including Madagascar, would be very beneficial and allow the haplogroup formation dates to be further refined.

If you are a male with haplogroup O, please consider upgrading to the Big Y-700 test, here.

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Gateway Ancestors Leading to Royal and Noble Lines

Many people descend from either royalty or nobility. Of course, figuring out if you’re one of those people, and how you connect, is the challenge. Ancestors who have been proven to connect to royalty or nobility, often across the pond, are known as gateway ancestors.

Back in 2013, geneticists Peter Ralph and Graham Coop, in a paper in Nature, showed that almost all Europeans are descended from the same ancestors. In essence, everyone who lived in the ninth century and left any descendants is the ancestor of almost every living person with European heritage today. That includes Charlemagne and many noble or royal families who collectively have millions of descendants.

Before we talk more about how to find and identify gateway ancestors, let me tell you about the Vernoe/de Vernon family who lived in Vernon, France in the 1000s and 1100s. If you recall, in 1066, William the Conqueror of Normandy became the English King following the Battle of Hastings. Many of the French nobles, especially from Normandy, subsequently became the new noble class of England. England and France are inextricably connected.

William de Vernon, or, “of Vernon,” (born circa 1021 – died before 1089,) lived in Vernon and had his children baptized in the local Catholic Church, the Collégiale Notre-Dame de Vernon, dedicated in 1072 to “the Holy Mother of God.” William’s sons fought with William the Conqueror, and I descend from two of his children, Adela and Richard.

I recently returned from a trip to France where I was fortunate enough to visit the churches where some of my noble families were baptized, worshipped, or were buried.

I was very excited to visit Vernon, a beautiful, quaint village in Normandy on the Seine River which was the main “road” of western France. Come along with me!

Historic Vernon

We’re visiting the medieval church in Vernon, but many of the churches in the villages scattered throughout Europe hail from this period and have many of the same characteristics.

This glorious Gothic church stands sentry just up the street a block or so from the banks of the Seine.

Being able to literally walk in my ancestor’s footsteps was incredibly moving, as was sitting in the church where they sat, or stood, depending on their status.

The incredibly beautiful Gothic church beckons parishioners and visitors alike.

If you’re fortunate and time your arrival correctly, you may hear the church bells summoning worshipers, just like they did all those generations ago. I was extremely lucky.

Close your eyes, and you can hear the local peasants and nobility alike, hurrying along the cobblestone streets to services.

The church may be open, or a service may be getting ready to commence, and you can join in, just as your ancestors did.

These historic structures have withstood the ravages of time, and the passageways remind us of those who walked these steps hundreds of years ago. Their descendants still climb them today.

Much of the stained glass is original, at least for the churches that escaped both fire and the bombings of WWII.

While most of the churches remain Catholic, everyone is welcome to light a candle for goodwill and say a prayer, if you’re so inclined. I like to participate in the customs that my ancestors did. It connects me to them in a spiritual way. Often the side chapels have candles burning on altars, with the flames flickering beautifully, harkening back to distant times.

The small donation for the candle contributes to the maintenance of the church.

Fonts, holding holy water, and piscinas are in evidence throughout the church, especially in the little side chapels and near the doors.

Piscinas are usually shallow basins or decorative divots in the wall used for washing communion vessels or disposing of holy water or consecrated sacramental wine. There is a hole in the bottom allowing the liquid to drain into the earth inside the sheltering walls of the church, so that the sacred liquids remain in consecrated ground.

The church was always located in the center of the town, as it was the center of the life of the residents. Baptisms, marriages, communion, confessions, and funerals all took place there, as did regular sermons, given in Latin by the priest, encouraging their flock to remain true to the tenets of the Catholic faith.

Small streets, sometimes only a few feet wide, separated the neighboring houses from the church.

Many of the beautiful Medieval half-timbered buildings still stand, especially in the small villages like Vernon. The street in front of the church leads uphill to the remains of the castle, including the keep.

If your ancestor lived here, they walked these uneven cobblestone streets and were very likely in these very buildings, although some structures, like the castle, are in ruins today.

This is known as Philippe Auguste’s Keep. He was the King of France from 1180-1223. The French Kings prior to Philippe were known as the kings of the Franks.

We could see the castle and walls from a distance, but we had difficulty finding it among the maze of ancient streets, some of which are closed to through traffic today because they aren’t wide enough for vehicles or because modern buildings have been built across some ancient pathways.

The land along the old city wall has been reclaimed for vineyards, along with their ever-present roses that alert vinedressers to the presence of pests. Much like the canary in the coal mine.

I’m sure that at the time my ancestors lived there, all homes were within the protective city walls, and the hillsides were lush with vineyards. Wine was much safer to drink than water which could easily be contaminated by either animals or humans, delivering dysentery and cholera.

Many times, you’ll find portions of the old city wall built into or closely adjacent current structures. In some locations, the old walls are incorporated into the interior of contemporary buildings. This practice isn’t unusual, but normal in Roman-age Medieval towns and cities.

The walls were defensive, of course. Notice how thick the walls were, some as much as 10 feet thick.

Portions of old city walls or remains of historically significant buildings may simply be free-standing, part of the everyday life of the current residents, many of whom are probably related to the people who lived here hundreds of years ago.

History is in evidence everywhere!

By Philippe Alès – Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=35337173

Today, pillars of the old medieval bridge crossing the Seine remain. Historically, bridges were difficult to build across large expanses of water, so Vernon was strategically important, in part because it had a bridge.

The old mill remains perched upon the first piling that connects the bridge to the land across the river from Vernon, very close to Monet’s famous gardens. A newer castle is mostly hidden behind the trees, with the white limestone cliffs soaring above the Seine.

Vernon today, viewed from the Seine waterway at the approximate location of the old medieval bridge near the old mill. The church can be seen at left, and the castle keep, at right, with the flags flying on top.

Controlling passage across the river and defending the village from invaders arriving on the river were priorities.

Whoever controlled the rivers controlled access to everything, ruled the people, and controlled the economy.

Finding a Gateway Ancestor

How do you find a noble or royal link, and how do you know that your connection is accurate?

Great questions.

In my case, my Muncy (Munsy, Munsey) line out of Lee County, Virginia, and Claiborne County, Tennessee, works its way back in time to Sarah Ludlow.

Sarah Ludlow’s father is a gateway ancestor – meaning the first ancestor to immigrate whose lineage is documented to descend from royal or noble lines.

As you can see, Sarah’s line quickly connects with Edith de Windsor, of the House of Windsor. Yes, this is the lineage of Queen Elizabeth II as well as the current King Charles III. The good news is that once you’ve connected, there are many well-documented resources for noble lines.

In this case, I’m using WikiTree to view the direct relationship between Edith (de) Windsor and William (de) Vernon.

Due to their age, some ancestors’ profiles are managed by the Magna Carta Project or the Medieval Project with specific training and documentation requirements.

Strategy

You, of course, are responsible for doing the research to connect back to the gateway ancestor(s) whom others have connected back further in line.

In order to connect with a peerage line of some sort, you generally need to work your proven genealogy back several generations. In the US, this normally means into the 1600s or early 1700s.

I caution skepticism about personal online trees. You might want to use those as hints, but copy/paste is far too easy, so don’t. You never really know what the other person did, unless you know them and they are an expert. The good news is that genealogists have several good resources available.

I would suggest beginning by comparing your end-of-line ancestors to the gateway ancestors listed on these sites, then check out the books from both Genealogical.com and American Ancestors.

Noble Lineage Resources

There are several resources available to identify or connect with gateway ancestors and noble lineages.

It’s always wonderful when you find a noble or notable connection because it often means the work has been done for you – although – as always, verify.

Research and Reference Books

If you think you might be or wonder if you are descended from Charlemagne, Genealogical.com wrote a wonderful blog article that includes several of their books:

Check out Genealogical.com’s books here.

American Ancestors has a nice selection too, including these collections:

View their books, here.

Y-DNA

Of course, I had to check to see if the Y-DNA of the Vernon family line is represented, and lucky for me, it is.

The Varner DNA Project includes the surname Vernon, and the volunteer administrators have created a James Vernon (born circa 1616 in England) subgroup.

Using that information, plus the other earliest known ancestors, we can determine that this lineage represents the de Vernon family of Vernon, France with haplogroup J-FT118973. Thanks to Y-DNA matching, men today can figure out how they fit into this family.

These very refined haplogroups and high-resolution matching are only available through the Big Y-700 DNA test at FamilyTreeDNA.

Using the FamilyTreeDNA Discover tool, we learn that this haplogroup was formed about the year 1569, so well after the lineage was established in England.

The Ancient Connections tell us that other men whose haplogroups are related to the Vernon haplogroup are found in:

  • Albania and Serbia, and share a common ancestor about 1350 BCE (or about 3350 years ago) in the Bronze Age
  • Montenegro, Yorkshire (England,) and Hungary about 1500 BCE
  • Rome, Montenegro, Croatia, and Lower Saxony (Germany,) twice, about 1950 BCE.

Looking at these locations on a map, it appears that the Vernon haplogroup, which of course wouldn’t adopt the Vernon surname for another two thousand years, appear to have migrated along the Mediterranean coastline, then perhaps either worked their way into Germany and England, or followed the coastline all the way around Spain. The new Globetrekker tool which will be released from FamilyTreeDNA soon (you didn’t hear that from me), will provide a LOT more specific information.

Of course, we’ll never be able to follow the paper trail or even historical genealogy much beyond William de Vernon who would have been called by the place name where he lived, which morphed into his surname. However, using his descendants’ Y-DNA haplogroup, available as a result of the Big Y-700 test, we can reach MUCH further back in time, unveiling the distant past of the Vernon male ancestors.

Your Turn

Who are your gateway, noble, and royal ancestors? What can you discover?

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Which DNA Test Should I Buy? And Why?

Which DNA test should I buy, and why?

I receive questions like this often. As a reminder, I don’t take private clients anymore, which means I don’t provide this type of individual consulting or advice. However, I’m doing the next best thing! In this article, I’m sharing the step-by-step process that I utilize to evaluate these questions so you can use the process too.

It’s important to know what questions to ask and how to evaluate each situation to arrive at the best answer for each person.

Here’s the question I received from someone I’ll call John. I’ve modified the wording slightly and changed the names for privacy.

I’m a male, and my mother was born in Charleston, SC. My maternal grandmother’s maiden name was Jones and a paternal surname was Davis. The family was supposed to have been Black, Dutch, Pennsylvania Dutch, and Scots-Irish…only once was I told I was 3/16 Indian, with Davis being 3/4 and Jones being full Indian.

Do I have enough reasonable information to buy a test, and which one?

Please note that it’s common for questions to arrive without all the information you need to provide a sound answer – so it’s up to you to ask those questions and obtain clarification.

Multiple Questions

There are actually multiple questions here, so let me parse this a bit.

  1. John never mentioned what his testing goal was.
  2. He also never exactly said how the paternal line of Davis was connected, so I’ve made an assumption. For educational purposes, it doesn’t matter because we’re going to walk through the evaluation process, which is the same regardless.
  3. John did not include a tree or a link to a tree, so I created a rudimentary tree to sort through this. I need the visuals and normally just sketch it out on paper quickly.
  4. Does John have enough information to purchase a test?
  5. If so, which test?

There is no “one size fits all” answer, so let’s discuss these one by one.

Easy Answers First

The answer to #4 is easy.

Anyone with any amount of information can purchase a DNA test. Adoptees do it all the time, and they have no prior information.

So, yes, John can purchase a test.

The more difficult question is which test, because that answer depends on John’s goals and whether he’s just looking for some quick information or really wants to delve into genealogy and learn. Neither approach is wrong.

Many people think they want a quick answer –  and then quickly figure out that they really want to know much more about their ancestors.

I wrote an article titled DNA Results – First Glances at Ethnicity and Matching for new testers, here.

Goals

Based on what John said, I’m going to presume his goals are probably:

  • To prove or disprove the family oral history of Black, Dutch, Pennsylvania Dutch (which is actually German,) Scots-Irish, and potentially Native American.
  • John didn’t mention actual genealogy, which would include DNA matches and trees, so we will count that as something John is interested in secondarily. However, he may need genealogy records to reach his primary goal.

If you’re thinking, “The process of answering this seemingly easy question is more complex than I thought,” you’d be right.

Ethnicity in General

It sounds like John is interested in ethnicity testing. Lots of people think that “the answer” will be found there – and sometimes they are right. Often not so much. It depends.

The great news is that John really doesn’t need any information at all to take an autosomal DNA test, and it doesn’t matter if the test-taker is male or female.

To calculate each tester’s ethnicity, every testing company compiles their own reference populations, and John will receive different results at each of the major companies. Each company updates their ethnicity results from time to time as well, and they will change.

Additionally, each company provides different tools for their customers.

The ethnicity results at different companies generally won’t match each other exactly, and sometimes the populations look quite different.

Normally, DNA from a specific ancestor can be found for at least 5 or 6 generations. Of course, that means their DNA, along with the DNA from all of your other ancestors is essentially combined in a communal genetic “pot” of your chromosomes, and the DNA testing company needs to sort it out and analyze your DNA for ethnicity.

DNA descended from ancestors, and their populations, further back in people’s trees may not be discerned at all using autosomal DNA tests.

A much more specific “ethnicity” can be obtained for both the Y-DNA line, which is a direct patrilineal line for men (blue arrow,) and the mitochondrial DNA line (pink arrows,) which is a direct matrilineal line for everyone, using those specific tests.

We will discuss both of those tests after we talk about the autosomal tests available from the four major genealogy DNA testing companies. All of these tools can and should be used together.

Let’s Start with Native American

Let’s evaluate the information that John provided.

John was told that he “was 3/16 Indian, with Davis being 3/4 and Jones being full Indian.”

We need to evaluate this part of his question slightly differently.

I discussed this in the article, Ancestral DNA Percentages – How Much of Them is in You?

First, we need to convert generations to 16ths.

You have two ancestors in your parent’s generation, four in your grandparents, and so forth. You have 16 great-great-grandparents. So, if John was 3/16th Native, then three of his great-great-grandparents would have been fully Native, or an equivalent percentage. In other words, six ancestors in that generation could have been half-Native. Based on what John said, they would have come from his mother’s side of the tree. John is fortunate to have that much information to work with.

He told us enough about his tree that we can evaluate the statement that he might be 3/16ths Native.

Here’s the tree I quickly assembled in a spreadsheet based on John’s information.

His father, at left, is not part of the equation based on the information John provided.

On his mother’s side, John said that Grandfather Davis is supposed to be three-quarters Native, which translates to 12/16ths. Please note that it would be extremely beneficial to find a Y-DNA tester from his Davis line, like one of his mother’s brothers, for example.

John said that his Grandmother Jones is supposed to be 100% Native, so 16/16ths.

Added together, those sum to 28/32, which reduces down to 14/16th or 7/8th for John’s mother.

John would have received half of his autosomal DNA from his mother and half from his non-Native father. That means that if John’s father is 100% non-Native, John would be half of 14/16ths or 7/16ths, so just shy of half Native.

Of course, we know that we don’t always receive exactly 50% of each of our ancestors’ DNA (except for our parents,) but we would expect to see something in the ballpark of 40-45% Native for John if his grandmother was 100% Native and his grandfather was 75%.

Using simple logic here, for John’s grandmother to be 100% Native, she would almost assuredly have been a registered tribal member, and the same if his grandfather was 75% Native. I would think that information would be readily available and well-known to the family – so I doubt that this percentage is accurate. It would be easy to check, though, on various census records during their lifetimes where they would likely have been recorded as “Indian.” They might have been in the special “Indian Census” taken and might be living on a reservation.

It should also be relatively easy to find their parents since all family members were listed every ten years in the US beginning with the 1850 census.

The simple answer is that if John’s grandparents had as much Native as reported, he would be more than 3/16th – so both of these factoids cannot simultaneously be accurate. But that does NOT mean neither is accurate.

John could be 7/8th or 40ish%, 3/16th or 18ish%, or some other percentage. Sometimes, where there is smoke, there is fire. And that seems to be the quandary John is seeking to resolve.

Would  Ethnicity/Population Tests Show This Much Native?

Any of the four major testing companies would show Native for someone whose percentage would be in the 40% or 18% ballpark.

The easiest ethnicities to tell apart from one another are continental-level populations. John also stated that he thinks he may also have Black ancestry, plus Dutch, Pennsylvania Dutch (German), and Scots-Irish. It’s certainly possible to verify that using genealogy, but what can DNA testing alone tell us?

How far back can we expect to find ethnicities descending from particular ancestors?

In this table, you can see at each generation how many ancestors you have in that generation, plus the percentage of DNA, on average, you would inherit from each ancestor.

All of the major DNA testing companies can potentially pick up small trace percentages, but they don’t always. Sometimes one company does, and another doesn’t. So, if John has one sixth-generation Native American ancestor, he would carry about 1.56% Native DNA, if any.

  • Sometimes a specific ethnicity is not found because, thanks to random recombination, you didn’t inherit any of that DNA from those ancestors. This is why testing your parents, grandparents, aunts, uncles, and siblings can be very important. They share your same ancestors and may have inherited DNA that you didn’t that’s very relevant to your search.
  • Sometimes it’s not found because the reference populations and algorithms at that testing company aren’t able to detect that population or identify it accurately, especially at trace levels. Every DNA testing company establishes their own reference populations and writes internal, proprietary ethnicity analysis algorithms.
  • Sometimes it’s not found because your ancestor wasn’t Native or from that specific population.
  • Sometimes it’s there, but your population is called something you don’t expect.

For example, you may find Scandinavian when your ancestor was from England or Ireland. The Vikings raided the British Isles, so while some small amount of Scandinavian is not what you expect, that doesn’t mean it‘s wrong. However, if all of your family is from England, it’s not reasonable to have entirely Scandinavian ethnicity results.

It’s also less likely as each generation passes by that the information about their origins gets handed down accurately to following generations. Most non-genealogists don’t know the names of their great-grandparents, let alone where their ancestors were from.

Using a 25-year average generation length, by the 4th generation, shown in the chart above, you have 16 ancestors who lived approximately 100 years before your parents were born, so someplace in the mid-1800s. It’s unlikely for oral history from that time to survive intact. It’s even less likely from a century years earlier, where in the 7th generation, you have 128 total ancestors.

The best way to validate the accuracy of your ethnicity estimates is by researching your genealogy. Of course, you need to take an ethnicity test, or two, in order to have results to validate.

Ethnicity has a lot more to offer than just percentages.

Best Autosomal Tests for Native Ethnicity

Based on my experience with people who have confirmed Native ancestry, the two best tests to detect Native American ethnicity, especially in smaller percentages, are both FamilyTreeDNA and 23andMe.

Click images to enlarge

In addition to percentages, both 23andMe and FamilyTreeDNA provide chromosome painting for ethnicity, along with segment information in download files. In other words, they literally paint your ethnicity results on your chromosomes.

They then provide you with a file with the “addresses” of those ethnicities on your chromosomes, which means you can figure out which ancestors contributed those ethnicity segments.

The person in the example above, a tester at FamilyTreeDNA, is highly admixed with ancestors from European regions, African regions and Native people from South America.

Trace amounts of Native American with a majority of European heritage would appear more like this.

You can use this information to paint your chromosome segments at DNAPainter, along with your matching segments to other testers where you can identify your common ancestors. This is why providing trees is critically important – DNA plus ancestor identification with our matches is how we confirm our ancestry.

This combination allows you to identify which Native (or another ethnicity) segments descended from which ancestors. I was able to determine which ancestor provided that pink Native American segment on chromosome 1 on my mother’s side.

I’ve provided instructions for painting ethnicity segments to identify their origins in specific ancestors, here.

Autosomal and Genealogy

You may have noticed that we’ve now drifted into the genealogy realm of autosomal DNA testing. Ethnicity is nice, but if you want to know who those segments came from, you’ll need:

  • Autosomal test matching to other people
  • To identify your common ancestor with as many matches as you can
  • To match at a company who provides you with segment information for each match
  • To work with DNAPainter, which is very easy

The great news is that you can do all of that using the autosomal tests you took for ethnicity, except at Ancestry who does not provide segment information.

Best Autosomal Test for Matching Other Testers

The best autosomal test for matching may be different for everyone. Let’s look at some of the differentiators and considerations.

If you’re basing a testing recommendation solely on database size, which will probably correlate to more matches, then the DNA testing vendors fall into this order:

If you’re basing that recommendation on the BEST, generally meaning the closest matches for you, there’s no way of knowing ahead of time. At each of the four DNA testing companies, I have very good matches who have not tested elsewhere. If I weren’t in all four databases, I would have missed many valuable matches.

If you’re basing that recommendation on which vendor began testing earliest, meaning they have many tests from people who are now deceased, so you won’t find their autosomal tests in other databases that don’t accept uploads, the recommended testing company order would be:

If you’re basing that recommendation on matches to people who live in other countries, the order would be:

Ancestry and 23andMe are very distant third/fourth because they did not sell widely outside the US initially and still don’t sell in as many countries as the others, meaning their testers’ geography is more limited. However, Ancestry is also prevalent in the UK.

If you’re basing that recommendation on segment information and advanced tools that allow you to triangulate and confirm your genetic link to specific ancestors, the order would be:

Ancestry does NOT provide any segment information.

If you’re basing that recommendation on unique tools provided by each vendor, every vendor has something very beneficial that the others don’t.

In other words, there’s really no clear-cut answer for which single autosomal DNA test to order. The real answer is to be sure you’re fishing in all the ponds. The fish are not the same. Unique people test at each of those companies daily who will never be found in the other databases.

Test at or upload your DNA to all four DNA testing companies, plus GEDmatch. Step-by-step instructions for downloading your raw data file and uploading it to the DNA testing companies who accept uploads can be found, here.

Test or Upload

Not all testing companies accept uploads of raw autosomal DNA data files from other companies. The good news is that some do, and it’s free to upload and receive matches.

Two major DNA testing companies DO NOT accept uploads from other companies. In other words, you have to test at that company:

Two testing companies DO accept uploads from the other three companies. Uploads and matching are free, and advanced features can be unlocked very cost effectively.

  • FamilyTreeDNA – free matching and $19 unlock for advanced features
  • MyHeritage – free matching and $29 unlock.for advanced features

I recommend testing at both 23andMe and Ancestry and uploading one of those files to both FamilyTreeDNA and MyHeritage, then purchasing the respective unlocks.

GEDmatch

GEDmatch is a third-party matching site, not a DNA testing company. Consider uploading to GEDmatch because you may find matches from Ancestry who have uploaded to GEDmatch, giving you access to matching segment information.

Other Types of DNA

John provided additional information that may prove to be VERY useful. Both Y-DNA and mitochondrial DNA can be tested as well and may prove to be more useful than autosomal to positively identify the origins of those two specific lines.

Let’s assume that John takes an autosomal test and discovers that indeed, the 3/16th Native estimate was close. 3/16th equates to about 18% Native which would mean that three of his 16 great-great-grandparents were Native.

John told us that his Grandmother Jones was supposed to be 100% Native.

At the great-great-grandparent level, John has 16 ancestors, so eight on his mother’s side, four from maternal grandmother Jones and four from his maternal grandfather Davis.

John carries the mitochondrial DNA of his mother (red boxes and arrows,) and her mother, through a direct line of females back in time. John also carries the Y-DNA of his father (dark blue box, at left above, and blue arrows below.)

Unlike autosomal DNA which is admixed in every generation, mitochondrial DNA (red arrows) is inherited from that direct matrilineal line ONLY and never combines with the DNA of the father. Mothers give their mitochondrial DNA to both sexes of their children, but men never contribute their mitochondrial DNA to offspring. Everyone has their mother’s mitochondrial DNA.

Because it never recombines with DNA from the father, so is never “watered down,” we can “see” much further back in time, even though we can’t yet identify those ancestors.

However, more importantly, in this situation, John can test his own mitochondrial DNA that he inherited from his mother, who inherited it from her mother, to view her direct matrilineal line.

John’s mitochondrial DNA haplogroup that will be assigned during testing tells us unquestionably whether or not his direct matrilineal ancestor was Native on her mother’s line, or not. If not, it may well tell us where that specific line originated.

You can view the countries around the world where Y-DNA haplogroups are found, here, and mitochondrial haplogroups, here.

If John’s mitochondrial DNA haplogroup is Native, that confirms that one specific line is Native. If he can find other testers in his various lines to test either their Y-DNA or mitochondrial DNA, John can determine if other ancestors were Native too. If not, those tests will reveal the origins of that line, separate from the rest of his genealogical lines.

Although John didn’t mention his father’s line, if he takes a Y-DNA test, especially at the Big Y-700 level, that will also reveal the origins of his direct paternal line. Y-DNA doesn’t combine with the other parent’s DNA either, so it reaches far back in time too.

Y-DNA and mitochondrial DNA tests are laser-focused on one line each, and only one line. You don’t have to try to sort it out of the ethnicity “pot,” wondering which ancestor was or was not Native.

My Recommendation

When putting together a testing strategy, I recommend taking advantage of free uploads and inexpensive unlocks when possible.

  • To confirm Native American ancestry via ethnicity testing, I recommend testing at 23andMe and uploading to FamilyTreeDNA, then purchasing the $19 unlock. The free upload and $19 unlock are less expensive than testing there directly.
  • For matching, I recommend testing at Ancestry and uploading to MyHeritage, then unlocking the MyHeritage advanced features for $29, which is less expensive than retesting. Ancestry does not provide segment information, but MyHeritage (and the others) do.

At this point, John will have taken two DNA tests, but is now in all four databases, plus GEDmatch if he uploads there.

  • For genealogy research on John’s lines to determine whether or not his mother’s lines were Native, I recommend an Ancestry and a MyHeritage records subscription, plus using WikiTree, which is free.
  • To determine if John’s mother’s direct matrilineal female line was Native, I recommend that John order the mitochondrial DNA test at FamilyTreeDNA.
  • When ordering multiple tests, or uploading at FamilyTreeDNA, be sure to upload/order all of one person’s tests on the same DNA kit so that those results can be used in combination with each other.

Both males and females can take autosomal and mitochondrial DNA tests.

  • To discover what he doesn’t know about his direct paternal, meaning John’s surname line – I recommend the Big Y-700 test at FamilyTreeDNA.

Only males can take a Y-DNA test, so women would need to ask their father, brother, or paternal uncle, for example, to test their direct paternal line.

  • If John can find a male Davis from his mother’s line, I recommend that he purchase the Big Y-700 test at FamilyTreeDNA for that person, or check to see if someone from his Davis line may have already tested by viewing the Davis DNA Project. Like with mitochondrial DNA, the Y-DNA haplogroup will tell John the origins of his direct Davis male ancestor – plus matching of course. He will be able to determine if they were Native, and if not, discover the origins of the Davis line.
  • For assigning segments to ancestors and triangulating to confirm descent from a common ancestor, I recommend 23andMe, MyHeritage, FamilyTreeDNA and GEDmatch, paired with DNAPainter as a tool.

Shopping and Research List

Here are the tests and links recommended above:

More Than He Asked

I realize this answer is way more than John expected or even knew to ask. That’s because there is often no “one” or “one best” answer. There are many ways to approach the question after the goal is defined, and the first “answer” received may be a bit out of context.

For example, let’s say John has 2% Native ancestry and took a test at a vendor who didn’t detect it. John would believe he had none. But a different vendor might find that 2%. If it’s on his mother’s direct matrilineal line, mitochondrial DNA testing will confirm, or refute Native, beyond any doubt, regardless of autosomal ethnicity results – but only for that specific ancestral line.

Autosomal DNA can suggest Native across all your DNA, but Y-DNA and mitochondrial DNA confirm it for each individual ancestor.

Even when autosomal testing does NOT show Native American, or African, for example, it’s certainly possible that it’s just too far back in time or has not been passed down during random recombination, but either Y-DNA or mitochondrial DNA will unquestionably confirm (or refute) the ancestry in question if the right person is tested.

This is exactly why I attempt to find a cousin who descends appropriately from every ancestor and provide testing scholarships. It’s important to obtain Y-DNA and mitochondrial DNA information for each ancestor.

Which Test Should I Order?

What steps will help you decide which test or tests to take?

  1. Define your testing goal.
  2. Determine if your Y-DNA or mitochondrial DNA will help answer the question.
  3. Determine if you need to find ancestors another generation or two back in time to get the most benefit from DNA testing. In our example, if John discovered that both of his grandparents were enrolled tribal members, that’s huge, and the tribe might have additional information about his family.
  4. Subscribe to Ancestry and MyHeritage records collections as appropriate to perform genealogical research. Additional information not only provides context for your family, it also provides you with the ability to confirm or better understand your ethnicity results.
  5. Extend your tree so that you can obtain the best results from the three vendors who support trees; Ancestry, FamilyTreeDNA, and MyHeritage. All three use trees combined with DNA tests to provide you with additional information.
  6. Order 23andMe and Ancestry autosomal DNA tests.
  7. Either test at or upload one of those tests to MyHeritage, FamilyTreeDNA, and GEDmatch.
  8. If a male, order the Big Y-700 DNA test. Or, find a male from your ancestral line who has taken or will take that test. I always offer a testing scholarship and, of course, share the exciting results!
  9. Order a mitochondrial DNA test for yourself and for appropriately descended family members to represent other ancestors. Remember that your father (and his siblings) all carry your paternal grandmother’s mitochondrial DNA. That’s often a good place to start after testing your own DNA.
  10. If your parents or grandparents are alive, or aunts and uncles, test their autosomal DNA too. They are (at least) one generation closer to your ancestors than you are and will carry more of your ancestors’ DNA.
  11. Your siblings will carry some of your ancestors’ DNA that you do not, so test them too if both of your parents aren’t available for testing.

Enjoy!!!

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Journaling June – Are You In?

I have two things for you today. First, a bit of housekeeping, followed by a fun challenge for June.

Housekeeping

I try to stay a few articles ahead, with a few in process at all times. Right now, I’ve burned through what I had in reserve. For the next month or so, I will probably be doing shorter-than-normal update articles.

I was fine through the filming, but I managed to catch some ugly crud that has been kicking my butt. No, it’s not Covid, according to four tests, but it’s long and stubbornly hanging on.

Who has time to be sick???

Later in June, I have a planned trip.

Plus, I’m still working. My backlog of emails is daunting and growing.

Then, Sunday happened.

I now have a completely unplanned trip that has not been firmed up quite yet.

It’s a funeral. I lost someone near and dear to my heart, with no warning.

I’m reeling.

I’m struggling between gratitude for having her in my life and grief for all of the things left undone.

I will write about this blow, eventually, but right now, I have to get past the crud and process some of this grief. It’s a beautiful story, truly, but I at least need to get through the funeral first. Being sick has complicated everything, as has distance.

As genealogists, we deal with birth and death every day. But when the Grim Reaper sneaks one in on us like this, it’s entirely different.

One of the hardest things to do is enter that death date in our genealogy software. It’s just so final and always speaks to what might have been – but can no longer be.

If anything, this death has brought home even more succinctly how important it is to make spending time with family members a priority. Just being together and talking.

What stories do they know that you don’t? Or maybe the same stories but from a different perspective, with missing details. Do they have photos that you might not? Or documents? Don’t presume that you have the same memories or perspective about the same event or family member. You’ll be surprised!

What is your favorite thing about that person? Your most cherished memories?

Here’s my absolute favorite memory with Cheryl. I’ll tell you this story soon.

You don’t have to wait until you get that call to write those stories – or tell them.

Journaling June

My friend, Appalachian storyteller Stephen “Doc” Hollen has been writing and publishing a numbered chapter of a “book,” here, every day for more than three years – at about 3:15 every morning. Actually, by now, it’s several books, but I digress.

Ole Doc Hollen is an amazing author, and by now, his loyal readers know all of these characters who live on Limestone Ridge. We can hardly wait for each morning to read the next chapter – and he often leaves us hanging despite our whining and cajoling. Sometimes we forget those “people” aren’t “real,” yet they are in a sense. The Carpenter family and neighbors are a mashup of his ancestors and people in his ancestral neighborhood.

In Doc’s recent chapters, journals of the Carpenter brothers, the original settlers, had been found in a trunk. Aunt Bess was reading and transcribing them, expanding the family genealogy. Then, miraculously, another cousin appears out of no place and…

See, now you’re hooked too.

Journaling June

Let’s just say that Doc Hollen suggested that we all participate in “Journaling June” where everyone journals during the month of June.

That’s not a huge commitment, right!

And you can do it on your own terms, in your own way.

Ironically, I was already working on an article about recording experiences.

Let me give you some ideas.

Journaling Ideas

A journal can be something as easy as a few notes every day, or something in-depth where you share your deepest thoughts. If you can’t write about yourself, write to yourself or to someone else.

Or maybe tell a story from the perspective of someone close to you.

Or focus on a favorite or specific topic.

You can also compare and contrast your life to that of an ancestor. Your upcoming June plus a June in the life of your parent or grandparent.

Or your early life and life now. Expectations versus where life’s path took you.

Here is a list of a few ideas:

  • Food
  • The kitchen
  • Chores
  • Home
  • Work
  • Mealtime
  • Hygiene
  • Utilities
  • Clothes
  • Laundry
  • Education
  • Teachers
  • Weather
  • Transportation
  • Your First Car
  • Performances
  • Passions
  • Passtimes and hobbies
  • Religion
  • Health
  • Challenges
  • Charity
  • Best Traits
  • Legacy
  • Births
  • Family Members
  • Funeral Customs
  • Heartbreak
  • First Love
  • Weddings
  • Pranks
  • Inspiration
  • Pets
  • Turning Points
  • Gratitude
  • Travel
  • Vacations
  • Secrets
  • Advice to others
  • Advice to your younger self
  • DNA
  • Holidays

I’m sure you can think of more topics to add. What would you enjoy?

What do you wish your ancestors had written about and left for you in a journal?

Will you join me in Journaling June?

Find your favorite pen and something you would enjoy writing in for a month. I use either legal pads or, sometimes, on a trip, I journal in a nice little leather portfolio binder with a removable pad. It makes me feel like an explorer!

Of course, you could photo-journal, collage, blog, paint, simply type into a document or just about anything else you can imagine.

You can even start with Memorial Day and share your family customs along with what you’re doing this year. What was the funniest thing that ever happened at a Memorial Day event in your family?

Tell me in the comments about what you’re doing for Journaling June.

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

If you haven’t already subscribed (it’s free,) you can receive an email 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 the price you pay but helps me to keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

DNA Purchases and Free Uploads

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Comparing DNA Results – Different Tests at the Same Testing Company

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

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

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

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

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

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

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

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

Multiple Tests at the Same DNA Testing Company

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

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

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

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

Chips and Chip Evolution

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

23andMe

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

23andMe named their ethnicity results Ancestry Composition.

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

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

Click to enlarge any graphic

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

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

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

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

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

Matches at 23andMe

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

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

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

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

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

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

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

23and Me Summary

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

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

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

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

Reprocessing Tests

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

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

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

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

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

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

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

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

Ancestry

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

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

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

Ancestry results were updated in June 2022

However, my V2 results do include Native American ethnicity.

Matches at Ancestry

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

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

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

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

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

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

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

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

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

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

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

Ancestry Summary

The results of the two Ancestry tests are very close.

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

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

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

Companies that Accept Uploads

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

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

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

FamilyTreeDNA

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

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

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

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

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

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

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

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

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

FamilyTreeDNA Matches

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

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

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

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

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

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

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

FamilyTreeDNA Summary

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

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

MyHeritage

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

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

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

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

MyHeritage Matching

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

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

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

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

MyHeritage Summary

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

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

Your Matches Aren’t Everyplace

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

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

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

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

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

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

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

The Answer

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

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

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

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

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

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

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

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

_____________________________________________________________

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WikiTree Connections, King Charles III, and DNA

By Copyright House of Lords 2022 / Photography by Annabel Moeller, CC BY 2.0, https://commons.wikimedia.org/w/index.php?curid=117865820

I’m not a royal-watcher, but you’d pretty much have to be dead to not be aware that King Charles III is being crowned this Saturday, May 6th.

Have you wondered if you’re related to Charles? Or someone else?

It’s easy to find out on WikiTree.

Go to King Charles’s profile, here.

Notice that under “DNA Connections,” a WikiTree user has entered the Y-DNA of the line of King Charles via an academic sample uploaded to mitoYDNA. That’s interesting!

Tsar Romanov and King Charles III both descend from a common ancestor and are first cousins twice removed (1C2R.) You can also see more about Nicholas Romanov II in the FamilyTreeDNA Discover tool under haplogroup R-M269, in Notable Connections.

Under WikiTree DNA Connections, I notice no one has entered King Charles’s mitochondrial DNA information. Of course, King Charles inherited his mtDNA from his mother, Queen Elizabeth II.

If you know of anyone who carries Queen Elizabeth’s mitochondrial DNA through her direct matrilineal ancestors, by all means, enter this information. If you don’t know how, you can click on help at the bottom of the page or click here. WikiTree has lots of truly helpful volunteers.

You can also enter your information if you’ve taken an autosomal, Y-DNA, or mitochondrial DNA test and are descended appropriately from the person represented in the profile.

Here’s an example from my ancestor, Phebe Cole’s profile. I entered where I tested, and my GEDmatch number.

You can add your DNA test information by clicking on the “Add” button in the top header, then DNA Test Information here.

WikiTree DNA Benefits

WikiTree is a wonderful place to:

  • Upload your DNA to the relevant profile, where it will be populated up the tree appropriately
  • Obtain DNA information, including haplogroups, about your ancestors
  • Discover cousins who descend from that ancestor and who have tested their DNA
  • Discover cousins who may not have tested yet, but might be willing

I use WikiTree regularly to fish for Y and mitochondrial DNA information about my ancestors and to see if I match cousins listed as descendants of a common ancestor.

WikiTree works in the opposite direction from the DNA testing vendors.

At the testing vendors, you find the match and then need to determine how they are related. At WikiTree, you check your ancestor and will find a list of cousins who descend from that ancestor and who have DNA tested. You already know at least one way that each person is related to you. Finding cousin matches by ancestor is part of my triangulation process.

Are You Related?

No known DNA testers or don’t match – no problem.

You can determine whether or not you’re genealogically related to any individual on Wikitree.

Just sign in to your account, and select the profile of the person you want to check.

Scroll very near the bottom or do a browser search for the words “your connection.”

Just click on “Your connection” or “Your genealogical relationship.”

Collaborate is Key

WikiTree is crowd-sourced, so be sure to verify your connection pathway results. If the path isn’t accurate, you can correct the inaccurate person or connection. We are all doing the genealogy community a HUGE favor by ensuring this collaborative tree is accurate.

If you’re unsure about a connection, check the sources and evidence for each generation. If you need information, contact the profile manager.

Add a comment, ask a question, add an image, or provide additional information and sources on any profile.

Ancestral Legacy

I regularly update my ancestors’ profiles with additional information when it becomes available. I appreciate everything others have shared with me over the years, and I want to be sure the information about my ancestors is as accurate as possible.

I don’t know about you, but I’m in this for the long game – for posterity. Leaving as much accurate information, including Y and mitochondrial DNA, is the very least I can do for my ancestors. After all, we wouldn’t be here without them.

So, are you related to King Charles? Is your distant cousin being crowned on Saturday?

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

If you haven’t already subscribed (it’s free,) you can receive an email 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 the price you pay but helps me to keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

DNA Purchases and Free Uploads

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What Is a Sibling Anyway? Full, Half, Three-Quarters, Step, Adopted, Donor-Conceived & Twins

I’ve seen the term sibling used many different ways, sometimes incorrectly.

When referring to their own siblings, people usually use the term brother or sister, regardless of whether they are talking about a full, half or step-sibling. It’s a term of heart or description. It’s often genealogists who are focused on which type of sibling. As far as I’m concerned, my brother is my brother, regardless of which type of brother. But in terms of genetics, and genealogy, there’s a huge difference. How we feel about our sibling(s) and how we are biologically related are two different things.

Let’s cover the various types of siblingship and how to determine which type is which.

  • Full Siblings – Share both parents
  • Half-Siblings – Share only one parent
  • Three-Quarter Siblings – It’s complicated
  • Adopted Siblings
  • Donor-Conceived
  • Step-Siblings – Share no biological parent
  • Twins – Fraternal and Identical

Full Siblings

Full siblings share both parents and share approximately 50% of their DNA with each other.

You can tell if you are full siblings with a match in various ways.

  1. You share the same fairly close matches on both parents’ sides. For example, aunts or uncles or their descendants.

Why do I say close matches? You could share one parent and another more distant relative on the other parent’s side. Matching with close relatives like aunts, uncles or first cousins at the appropriate level is an excellent indicator unless your parents or grandparents are available for testing. If you are comparing to grandparents, be sure to confirm matches to BOTH grandparents on each side.

  1. Full siblings will share in the ballpark of 2600 cM, according to DNAPainter’s Shared cM Tool.

Keep in mind that you can share more or less DNA, hence the range. It’s also worth noting that some people who reported themselves as full siblings in the Shared cM project were probably half siblings and didn’t realize it.

  1. Full siblings will share a significant amount of fully identical regions (FIR) of DNA with each other, meaning they share DNA at the same DNA address from both parents, as illustrated above. Shared DNA with each other inherited from Mom and Dad are blocked in green. The fully identical regions, shared with both parents, are bracketed in purple. You can’t make this determination at FamilyTreeDNA, MyHeritage or Ancestry, but you can at both 23andMe and GEDmatch.

At GEDmatch, the large fully green areas in the chromosome browser “graphics and positions” display indicates full siblings, where DNA is shared from both parents at that location.

I wrote about the details of how to view fully identical regions (FIR) versus half identical regions (HIR) in the article, DNA: In Search of…Full and Half-Siblings.

  1. If your parents/grandparents have tested, you and your full sibling will both match both parents/grandparents. Yes, I know this sounds intuitive, but sometimes it’s easy to miss the obvious.

At FamilyTreeDNA, you can use the matrix tool to see who matches each other in a group of people that you can select. In this case, both siblings are compared to the father, but if the father isn’t available, a close paternal relative could substitute. Remember that all people who are 2nd cousins or closer will match.

  1. At Ancestry, full siblings will be identified as either “brother” or “sister,” while half-siblings do not indicate siblingship. Half-siblings are called “close family” and a range of possible relationships is given. Yes, Ancestry, is looking under the hood at FIR/HIR regions. I have never seen a full sibling misidentified as anything else at Ancestry. Unfortunately, Ancestry does not give customers access to their matching chromosome segment location data.
  2. Y-DNA of males who are full siblings will match but may have some slight differences. Y-DNA alone cannot prove a specific relationship, with very rare exceptions, but can easily disprove a relationship if two males do not match. Y-DNA should be used in conjunction with autosomal DNA for specific relationship prediction when Y-DNA matches.
  3. Y-DNA testing is available only through FamilyTreeDNA, but high-level haplogroup-only estimates are available through 23andMe. Widely divergent haplogroups, such as E versus R, can be considered a confirmed non-match. Different haplogroups within the same base haplogroup, such as R, but obtained from different vendors or different testing levels may still be a match if they test at the Big Y-700 level at FamilyTreeDNA.
  4. Mitochondrial DNA, inherited matrilineally from the mother, will match for full siblings (barring unusual mutations such as heteroplasmies) but cannot be used in relationship verification other than to confirm nonmatches. For both Y-DNA and mitochondrial DNA, it’s possible to have a lineage match that is not the result of a direct parental relationship.
  5. Mitochondrial DNA testing is available only through FamilyTreeDNA, but haplogroup-only estimates are included at 23andMe. Different base haplogroups such as H and J can be considered a non-match.
  6. A difference in ethnicity is NOT a reliable indicator of half versus full siblings.

Half-Siblings

Half-siblings share only one parent, but not both, and usually share about 25% of their DNA with each other.

You will share as much DNA with a half-sibling as you do some other close matches, so it’s not always possible for DNA testing companies to determine the exact relationship.

Referencing the MyHeritage cM Explainer tool, you can see that people who share 1700 cM of DNA could be related in several ways. I wrote about using the cM Explainer tool here.

Hints that you are only half-siblings include:

  1. At testing vendors, including Ancestry, a half-sibling will not be identified as a sibling but as another type of close match.
  2. If your parents or grandparents have tested, you will only match one parent or one set of grandparents or their descendants.
  3. You will not have shared matches on one parent’s side. If you know that specific, close relatives have tested on one parent’s side, and you don’t match them, but your other family members do, that’s a very big hint. Please note that you need more than one reference point, because it’s always possible that the other person has an unknown parentage situation.
  4. At 23andMe, you will not show fully identical regions (FIR).
  5. At GEDmatch, you will show only very minimal FIR.

Scattered, very small green FIR locations are normal based on random recombination. Long runs of green indicate that significant amounts of DNA was inherited from both parents. The example above is from half-siblings.

  1. At FamilyTreeDNA and 23andMe, most men who share a mother will also share an X chromosome match since men only inherit their X chromosome from their mother. However, it is possible for the mother to give one son her entire X chromosome from her father, and give the other son her entire X chromosome from her mother. Therefore, two men who do share a mother but don’t have an X chromosome match could still be siblings. The X is not an entirely reliable relationship predictor. However, if two men share an entire X chromosome match, it’s very likely that they are siblings on their mother’s side, or that their mothers are very close relatives.

Three-Quarter Siblings

This gets a little more complicated.

Three-quarter siblings occur when one parent is the same, and the other parents are siblings to each other.

Let’s use a real-life example.

A couple marries and has children. The mother dies, and the father marries the mother’s sister and has additional children. Those children are actually less than full siblings, but more than half-siblings.

Conversely, a woman has children by two brothers and those children are three-quarter siblings.

These were common situations in earlier times when a man needed a female companion to raise children and women needed a male companion to work on the farm. Neither one could perform both childcare and the chores necessary to earn a living in an agricultural society, and your deceased spouse’s family members were already people you knew. They already loved your children too.

Neither of these situations is historically unusual, but both are very difficult to determine using genetics alone, even in the current generation.

Neither X-DNA nor mitochondrial DNA will be helpful, and Y-DNA will generally not be either.

Unfortunately, three-quarter siblings’ autosomal DNA will fall in the range of both half and full siblings, although not at the bottom of the half-sibling range, nor at the top of the full sibling range – but that leaves a lot of middle ground.

I’ve found it almost impossible to prove this scenario without prior knowledge, and equally as impossible to determine which of multiple brothers is the father unless there is a very strong half-sibling match in addition.

The DNA-Sci blog discusses this phenomenon, but I can’t utilize comparison screenshots according to their terms of service.

Clearly, what we need are more known three-quarter siblings to submit data to be studied in order to (possibly) facilitate easier determination, probably based on the percentage frequency distribution of FIR/HIR segments. Regardless, it’s never going to be 100% without secondary genealogical information.

Three-quarter siblings aren’t very common today, but they do exist. If you suspect something of this nature, really need the answer, and have exhausted all other possibilities, I recommend engaging a very experienced genetic genealogist with experience in this type of situation. However, given the random nature of recombination in humans, we may never be able to confirm using any methodology, with one possible exception.

There’s one possibility using Y-DNA if the parents in question are two brothers. If one brother has a Y-DNA SNP mutation that the other does not have, and this can be verified by testing either the brothers who are father candidates or their other known sons via the Big Y-700 test – the father of the siblings could then be identified by this SNP mutation as well. Yes, it’s a long shot.

Three-quarter sibling situations are very challenging.

Step-siblings, on the other hand, are easy.

Step-Siblings

Step-siblings don’t share either parent, so their DNA will not match to each other unless their parents are somehow related to each other. Please note that this means either of their parents, not just the parents who marry each other.

One child’s parent marries the other child’s parent, resulting in a blended family. The children then become step-siblings to each other.

The terms step-sibling and half-sibling are often used interchangeably, and they are definitely NOT the same.

Adopted Siblings

Adopted siblings may not know they are adopted and believe, until DNA testing, that they are biological siblings.

Sometimes adopted siblings are either half-siblings or are otherwise related to each other but may not be related to either of their adoptive parents. Conversely, adopted siblings, one or both, may be related to one of their adoptive parents.

The same full and half-sibling relationship genetic clues apply to adopted siblings, as well as the tools and techniques in the In Search of Unknown Family series of articles.

Donor-Conceived Siblings

Donor-conceived siblings could be:

  • Half-siblings if the donor is the same father but a different mother.
  • Half-siblings if they share an egg donor but not a father.
  • Full siblings if they are full biological siblings to each other, meaning both donors are the same but not related to the woman into whom the fertilized egg was implanted, nor to her partner, their legal parents.
  • Not biologically related to each other or either legal parent.
  • Biologically related to one or both legal parents when a family member is either an egg or sperm donor.

Did I cover all of the possible scenarios? The essence is that we literally know nothing and should assume nothing.

I have known of situations where the brother (or brothers) of the father was the sperm donor, so the resulting child or children appear to be full or three-quarters siblings to each other. They are related to their legal father who is the mother’s partner. In other words, in this situation, the mother’s husband was infertile, and his brother(s) donated sperm resulting in multiple births. The children from this family who were conceived through different brothers and had very close (half-sibling) matches to their “uncles'” children were very confused until they spoke with their parents about their DNA results.

The same techniques to ascertain relationships would be used with donor-conceived situations. Additionally, if it appears that a biological relationship exists, but it’s not a full or half-sibling relationship, I recommend utilizing other techniques described in the In Search of Unknown Family series.

Twins or Multiple Birth Siblings

Two types of twin or multiple birth scenarios exist outside of assisted fertilization.

Fraternal twins – With fraternal or dizygotic twins, two eggs are fertilized independently by separate sperm. Just view this as one pregnancy with two siblings occupying the same space for the same 9 months of gestation. Fraternal twins can be male, female or one of each sex.

Fraternal twins are simply siblings that happen to gestate together and will match in the same way that full siblings match.

Please note that it’s possible for two of a woman’s eggs to be fertilized at different times during the same ovulation cycle, potentially by different men, resulting in twins who are actually half-siblings.

A difference in ethnicity is NOT a reliable indicator of fraternal or identical twins. Submitting your own DNA twice often results in slightly different ethnicity results.

Identical twins – Identical or monozygotic twins occur when one egg is fertilized by one sperm and then divides into multiple embryos that develop into different children. Those children are genetically identical since they were both developed from the same egg and sperm.

Two of the most famous identical twins are astronauts Mark and Scott Kelly.

Identical twins are the same sex and will look the same because they have the same DNA, except for epigenetic changes, but of course external factors such as haircuts, clothes and weight can make identical twins physically distinguishable from each other.

DNA testing companies will either identify identical twins as “self,” “identical twin” or “parent/child” due to the highest possible shared cM count plus fully matching FIR regions.

For identical twins, checking the FIR versus HIR is a positive identification as indicated above at GEDmatch with completely solid green FIR regions. Do not assume twins that look alike are identical twins.

Siblings

Whoever thought there would be so many kinds of siblings!

If you observe the need to educate about either sibling terminology or DNA identification methodologies, feel free to share this article. When identifying relationships, never assume anything, and verify everything through multiple avenues.

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Genealogy Research

So, You Want to Become a Professional Genetic Genealogist

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

That’s actually two separate questions.

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

What It’s Not

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

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

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

The difference between genetic genealogy more broadly and IGG is:

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

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

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

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

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

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

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

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

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

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

What Do Genealogists Do?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Job Description

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

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

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

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

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

Here you go, courtesy of Jessica:

About You

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

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

Even better if:

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

What you’ll be doing at Legacy Tree:

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

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

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

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

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

Contractor or Employee

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

This may or may not be good news for you.

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

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

Compensation

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

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

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

Professional services are not and should not be free.

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

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

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

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

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

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

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

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

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

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

Training and Certification

Now for the good news and the bad news.

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

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

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

Genealogy Training

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

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

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

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

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

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

Genetic Genealogy Training

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

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

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

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

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

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

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

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

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

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

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

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

Apprenticeship

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

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

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

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

Networking Opportunity

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

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

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

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

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

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DNA: In Search Of…Your Grandparents

Are you searching for an unknown relative or trying to unravel and understand unexpected results? Maybe you discovered that one or both of your parents is not your biological parent. Maybe one of your siblings might be a half-sibling instead. Or maybe you suddenly have an unexpected match that looks to be an unknown close relative, possibly a half-sibling. Perhaps there’s a close match you can’t place.

Or, are you searching for the identity of your grandparent or grandparents? If you’re searching for your parent or parents, often identifying your grandparents is a necessary step to narrow the parent-candidates.

I’ve written an entire series of “In Search of Unknown Family” articles, permanently listed together, here. They will step you through the search process and help you understand how to unravel your results. If you’re new, reading these, in order, before proceeding, would be a good idea.

Identifying a Grandparent

I saved this “grandparents” article for later in the series because you will need the tools and techniques I’ve introduced in the earlier articles. Identifying grandparents is often the most challenging of any of the relationships we’ve covered so far. In part because each of those four individuals occupies a different place in your tree, meaning their X, Y-DNA and mitochondrial DNA is carried by different, and not all, descendants. This means we sometimes have to utilize different tools and techniques.

If you’re trying to identify any of your four grandparents, females are sometimes more challenging than males.

Why?

Women don’t have a Y chromosome to test. This can be a double handicap. Female testers can’t test a Y chromosome, and maternal ancestors don’t have a Y chromosome to match.

Of course, every circumstance differs. You may not have a male to test for paternal lines either.

The maternal grandfather can be uniquely challenging, because two types of DNA, Y-DNA and mitochondrial DNA matching are immediately eliminated for all testers.

While I’ve focused on the maternal grandfather in this example, these techniques can be utilized for all four grandparents as well as for parents. At the end, I’ll review other grandparent relationships and additional tools you might be able to utilize for each one.

In addition to autosomal DNA, we can also utilize mitochondrial DNA, Y-DNA and sometimes X DNA in certain situations.

Testing, Tests and Vendors

As you recall, only men have a Y chromosome (blue arrow), so only genetic males can take a Y-DNA test. Men pass their Y chromosome from father to son in each generation. Daughters don’t receive a Y chromosome.

Everyone has their mother’s mitochondrial DNA (pink arrow.) Women pass their mitochondrial DNA to both sexes of their children, but only females pass it on. In the current generation, represented by the son and daughter, above, the mother’s yellow heart-shaped mitochondrial DNA is inherited by both sexes of her children. In the current generation, males and females can both test for their mother’s mitochondrial DNA.

Of course, everyone has autosomal DNA, inherited from all of their ancestral lines through at least the 5th or 6th generation, and often further back in time. Autosomal DNA is divided in half in each generation, as children inherit half of each parents’ autosomal DNA (with the exception of the X chromosome, which males only inherit from their mother.)

The four major vendors, Ancestry, 23andMe, FamilyTreeDNA and MyHeritage sell autosomal DNA tests, but only FamilyTreeDNA sells Y-DNA and mitochondrial DNA tests.

Only 23andMe and FamilyTreeDNA report X matching.

All vendors except Ancestry provide segment location information along with a chromosome browser.

You can read about the vendor’s strengths and weaknesses in the third article, here.

Ordering Y and Mitochondrial DNA Tests

If you’re seeking the identities of grandparents, the children and parents, above, can test for the following types of DNA in addition to autosomal:

Person in Pedigree Y-DNA Mitochondrial
Son His father’s blue star His mother’s pink heart
Daughter None Her mother’s pink heart
Father His father’s blue star His mother’s gold heart
Mother None Her mother’s pink heart

Note that none of the people shown above in the direct pedigree line carry the Y-DNA of the green maternal grandfather. However, if the mother has a full sibling, the green “Male Child,” he will carry the Y-DNA of the maternal grandfather. Just be sure the mother and her brother are full siblings, because otherwise, the brother’s Y-DNA may not have been inherited from your mother’s father. I wrote about full vs half sibling determination, here.

Let’s view this from a slightly different perspective. For each grandparent in the tree, which of the two testers, son or daughter, if either, carry that ancestor’s DNA of the types listed in the columns.

Ancestor in Tree Y-DNA Mitochondrial DNA Autosomal DNA X DNA
Paternal Grandfather Son Neither Son, daughter Neither
Paternal Grandmother Has no Y chromosome None (father has it, doesn’t pass it on to son or daughter) Son, daughter Daughter (son does not receive father’s X chromosome)
Maternal Grandfather Neither Neither Son, daughter Son, daughter (potentially)
Maternal Grandmother Has no Y chromosome Son, daughter Son, daughter Son, daughter (potentially)

Obtaining the Y-DNA and mitochondrial DNA of those grandparents from their descendants will provide hints and may be instrumental in identifying the grandparent.

FamilyTreeDNA

You’ll need to order Y-DNA (males only) and mitochondrial DNA tests separately from autosomal DNA tests. They are three completely different tests.

At FamilyTreeDNA, the autosomal DNA test is called Family Finder to differentiate it from their Y-DNA and mitochondrial DNA tests.

Their autosomal test is called Family Finder whether you order a test from FamilyTreeDNA, or upload your results to their site from another vendor (instructions here.)

I recommend ordering the Big Y-700 Y-DNA test if possible, and if not, the highest resolution Y-DNA test you can afford. The Big Y-700 is the most refined Y-DNA test available, includes multiple tools and places Big Y-700 testers on the Time Tree through the Discover tool, providing relatively precise estimates of when those men shared a common ancestor. If you’ve already purchased a lower-precision Y-DNA test at FamilyTreeDNA, you can easily upgrade.

I wrote about using the Discover tool here. The recently added Group Time Tree draws a genetic Y-DNA tree of Big-Y testers in common projects, showing earliest known ancestors and the date of the most recent common ancestor.

You need to make sure your Family Finder, mitochondrial DNA and Y-DNA (if you’re a male) tests are ordered from the same account at FamilyTreeDNA.

You want all 3 of your tests on the same account (called a kit number) so that you can use the advanced search features that display people who match you on combinations of multiple kinds of tests. For example, if you’re a male, do your Y-DNA matches also match you on the autosomal Family Finder test, and if so, how closely? Advanced matching also provides X matching tools.

X DNA is included in autosomal tests. X DNA has a distinct matching pattern for males and females which makes it uniquely useful for genealogy. I wrote about X DNA matching here.

If you upload your autosomal results to FamilyTreeDNA from another company, you’re only uploading a raw DNA file, not the DNA itself, so FamilyTreeDNA will need to send you a swab kit to test your Y-DNA and mitochondrial DNA. If you upload your autosomal DNA, simply sign in to your kit, purchase the Y-DNA and/or mitochondrial DNA tests and they will send you a swab kit.

If you test directly at FamilyTreeDNA, you can add any test easily by simply signing in and placing an order. They will use your archived DNA from your swab sample, as long as there’s enough left and it’s of sufficient quality.

Fish In All Ponds

The first important thing to do in your grandparent search is to be sure you’re fishing in all ponds. In other words, be sure you’ve tested at all 4 vendors, or uploaded files to FamilyTreeDNA and MyHeritage.

When you upload files to those vendors, be sure to purchase the unlock for their advanced tools, because you’re going to utilize everything possible.

If you have relatively close matches at other vendors, ask if they will upload their files too. The upload is free. Not only will they receive additional matches, and another set of ethnicity results, their results will help you by associating your matches with specific sides of your family.

Why Order Multiple Tests Now Instead of Waiting?

I encourage testers to order their tests at the beginning of their journey, not one at a time. Each new test from a vendor takes about 6-8 weeks from the time you initially order – they send the test, you swab or spit, return it, and they process your DNA. Of course, uploading takes far less time.

If you’re adding elapsed time, two autosomal tests (Ancestry and 23andMe), two uploads (FamilyTreeDNA and MyHeritage,) a Y-DNA and a mitochondrial DNA test, if all purchased serially, one after the other, means you’ll be waiting about 6-8 months.

Do you want to wait 6-8 months? Can you afford to?

Part of that answer has to do with what, exactly, you’re seeking.

A Name or Information?

Are you seeking the name of a person, or are you seeking information about that person? With grandparents, you may be hoping to meet them, and time may be of the essence. Time delayed may not be able to be recovered or regained.

Most people don’t just want to put a name to the person they are seeking – they want to learn about them. You will have different matches at each company. Even after you identify the person you seek, the people you match at each company may have information about them, their photos, know about their life, family, and their ancestors. They may be able and willing to facilitate an introduction if that’s what you seek.

One cousin that I assisted discovered that his father had died just 6 weeks before he made the connection. He was heartsick.

Having data from all vendors simultaneously will allow you to compile that data and work with it together as well as separately. Using your “best” matches at each company, augmented by both Y-DNA and mitochondrial DNA can make MUCH shorter work of this search.

Your Y-DNA, if you’re a male will give you insights into your surname line, and the Big-Y test now comes with estimates of how far in the past you share a common ancestor with other men that have taken the Big-Y test. This can be a HUGE boon to a male trying to figure out his surname line.

Y-DNA and mitochondrial DNA, respectively, will eliminate many people from being your mother or father, or your direct paternal or direct maternal line ancestor. Both provide insights into which population and where that population originated as well. In other words, it provides you lineage-specific information not available elsewhere.

Your Y-DNA and mitochondrial DNA can also provide critically important information about whether that direct line ancestor belonged to an endogamous population, and where they came from.

Strategies

You may be tempted to think that you only need to test at one vendor, or at the vendor with the largest database, but that’s not necessarily true.

Here’s a table of my closest matches at the 4 vendors.

Vendor Closest Maternal Closest Paternal Comments
Ancestry 1C, 1C1R Half 1C, 2C I recognized both of the maternal and neither of the paternal.
23andMe 2C, 2C 1C1R, half-gr-niece Recognized both maternal, one paternal
MyHeritage Mother uploaded, 1C Half-niece, half 1C Recognized both maternal, one paternal
FamilyTreeDNA Mother tested, 1C1R Parent/child, half-gr-niece Recognized all 4

To be clear, I tested my mother at FamilyTreeDNA before she passed away, but if I was an adoptee searching for my mother, that’s the first database she would be in. As her family, we were able to order the Family Finder test from her archived DNA after she had passed away. I then uploaded her DNA file to MyHeritage, but she’ll never be at either 23andMe or Ancestry because they don’t accept uploads and she clearly can’t test.

Additionally, being able to identify maternal matches by viewing shared matches with my mother separates out close matches from my paternal side.

Let’s put this another way, I stand a MUCH BETTER chance of unraveling this mystery with the combined closest matches of all 4 databases instead of the top ones from just one database.

I’m providing analysis methodologies for working with results from all of the vendors together, in case your answer is not immediately obvious. Taking multiple tests facilitates using all of these tools immediately, not months later. Solving the puzzle sooner means you may not miss valuable connection opportunities.

You may also discover that the door slams shut with some people, but another match may be unbelievably helpful. Don’t unnecessarily limit your possibilities.

Here’s the testing and upload strategy I recommend.

What When Ancestry 23andMe MyHeritage FamilyTreeDNA GEDmatch
Order autosomal test Initially Yes Yes Upload Upload Upload
Order Big-Y DNA test if male Initially Yes
Order mitochondrial DNA test Initially Yes
Upload free autosomal file From Ancestry or 23andMe Yes Yes Yes
Unlock Advanced Tools When upload file $29 $19 $9.95 month
Includes X Matching No Yes No Yes Yes
Chromosome Browser, segment location information No Yes Yes Yes Yes

When you upload a DNA file to a vendor site, only upload one file per site, per tester. Otherwise, multiple tests simply glom up everyone’s match list with multiple matches to the same person and can be very confusing.

  • One person took an autosomal test at a company that accepts uploads, forgot about it, uploaded a file from another vendor later, and immediately thought she had found her parent. She had not. She “found” herself.
  • Another person though she had found two sisters, but one person had uploaded their own file from two different vendors.

Multiple vendor sites reveal multiple close matches to different people which increase your opportunity to discover INFORMATION about your family, not just the identity of the person.

Match Ranges

Given that we are searching for an unknown maternal grandfather, your mother may not have had any (known) full siblings. The “best” match would be to a full or half siblings to your parents, or their descendants, depending on how old your grandparents would be.

Let’s take the “worst case” scenario, meaning there are no full siblings AND there are many possible generations between you and the people you may match.

Now, let’s look at DNAPainter’s Shared cM tool.

You’re going to be looking for someone who is either your mother’s half sibling on her father’s side, or who is a full sibling.

If your mother is adopted, it’s possible that she has or had full siblings. If your mother was born circa 1920, it’s likely that you will be matching the next generation, or two, or three.

However, if your mother was born later, you could be matching her siblings directly.

I’m going to assume half siblings for this example, because they are more difficult than full siblings.

Full sibling relationships for your mother’s siblings are listed at right. Your full aunt or uncle at top, then their descendant generations below.

At left, in red, are the half-sibling relationships and the matching amounts.

You can see that if you’re dealing with half 1C3R (half first cousin three times removed,) you may not match.

Therefore, in order to isolate matches, it’s imperative to test every relevant relative possible.

Who’s Relevant for DNA Testing?

Who is relevant to test If you’re attempting to identify your maternal grandfather?

The goal is to be able to assign matches to the most refined ancestor possible. In other words, if you can assign someone to either your grandmother’s line, or your grandfather’s line, that’s better than assigning the person to your grandparents jointly.

Always utilize the tests of the people furthest up the tree, meaning the oldest generations. Their DNA is less-diluted, meaning it has been divided fewer times. Think about who is living and might be willing to test.

You need to be able to divide your matches between your parents, and then between your grandparents on your mother’s side.

  • Test your parents, of course, and any of their known siblings, half or full.
  • If those siblings have passed away, test as many of their children as you can.
  • If any of your grandparents are living, test them
  • If BOTH of your grandparents on the same side aren’t available to test, test any, preferably all, living aunts or uncles.
  • If your maternal grandmother had siblings, test them or their descendants if they are deceased.
  • If your parents are deceased, test your aunts, uncles, full siblings and half-siblings on your mother’s side. (Personally, I’d test all half-siblings, not just maternal.)
  • Half-siblings are particularly valuable because there is no question which “side” your shared DNA came from. They will match people you don’t because they received part of your parent’s DNA that you did not.

Furthermore, shared matches to half-siblings unquestionably identify which parent those matches are through.

Essentially, you’re trying to account for all matches that can be assigned to your grandparents whose identities you know – leaving only people who descend from your unknown maternal grandfather.

Testing your own descendants will not aid your quest. There is no need to test them for this purpose, given that they received half of your DNA.

I wrote about why testing close relatives is important in the article Superpower: Your Aunts’ and Uncles’ DNA is Your DNA Too – Maximize Those Matches!

Create or Upload a Tree

Three of the four major vendors, plus GEDMatch, support and utilize family trees.

You’ll want to either upload or create a tree at each of the vendor sites.

You can either upload a GEDCOM file from your home computer genealogy software, or you can create a tree at one of the vendors, download it, and upload to the others. I described that process at Ancestry, here.

Goal

Your goal is to work with your highest matches first to determine how they are related to you, thereby eliminating matches to known lineages.

Assuming you’re only searching for the identity of one grandparent, it’s beneficial to have done enough of your genealogy on your three known grandparents to be able to assign matches from those lines to those sides.

Step 1 is to check each vendor for close matches that might fall into that category.

The Top 15 at Each Vendor

Your closest several autosomal matches are the most important and insightful. I begin with the top 15 autosomal results at each vendor, initially, which provides me with the best chance of meaningful close relationship discoveries.

Create a Spreadsheet or Chart

I hate to use that S word (spreadsheet), because I don’t want non-technical people to be discouraged. So, I’m going to show you how I set up a spreadsheet and you can simply create a chart or even draw this out on paper if you wish.

I’ve color-coded columns for each of my 4 grandparents. The green column is the target Maternal Grandfather whose identity I’m seeking.

I match our first example; Erik, at 417 cM. Based on various pieces of information, taken together, I’ve determined that I’m Erik’s half 1C1R. His 8 great-grandparent surnames, or the ones he has provided, indicate that I’m related to Eric on my paternal grandfather’s line.

You’ll want to record your closest matches in this fashion.

Let’s look at how to find this information and work with the tools at the individual vendors.

23andMe

Let’s start at 23andMe, because they create a potential genetic tree for you, which may or may not be accurate.

I have two separate tests at 23andMe. One is a V3 and one is a V4 test. I keep one in its pristine state, and I work with the second one. You’ll see two of “me” in the tree, and that’s why.

23andMe makes it easy to see estimated relationships, although they are not always correct. Generally, they are close, and they can be quite valuable.

Click on any image to enlarge

The maternal and paternal “sides” may not be positioned where genealogists are used to seeing them. Remember, 23andMe has no genealogy trees, so they are attempting to construct a genetic tree based on how people are related to you and to each other, with no prior knowledge. They do sometimes have issues with half-relationships, so I’d encourage you to use this tree to isolate people to the three grandparents you know.

In my case, I was able to determine the maternal and paternal sides easily based on known cousins. This is the perfect example of why it’s important to test known relatives from both sides of your family.

My paternal side, at right, in blue, was easy because I recognized my half-sister’s family, and because of known cousins who I recognized from having tested elsewhere. I’ve worked with them for years. The blue stars show people I could identify, mostly second cousins.

My maternal side is at left, in red. Normally, for genealogists, the maternal side is at right, and the paternal at left, so don’t make assumptions, and don’t let this positioning throw you.

I’m pretending I don’t know who my maternal grandfather is. I was able to identify my maternal grandmother’s side based on a known second cousin.

That leaves my target – my maternal grandfather’s line.

All of the matches to the left of the red circle would, by process of elimination, be on my maternal grandfather’s side.

The next step would be to figure out how the 5 people descending from my maternal grandfather’s line are related to each other – through which of their ancestors.

On the DNA Relatives match list, here’s what needs to be checked:

  • Do your matches share surnames with you or your ancestors?
  • Do they show surnames in common with each other?
  • Is there a common location?
  • Birth year which helps you understand their potential generation.
  • Did they list their grandparents’ birthplaces?
  • Did they provide a family tree link?
  • Do they also match each other using the Relatives in Common feature?
  • Do they triangulate, indicated by “DNA Overlap” in Relatives in Common?
  • Who else is on the Relatives in Common list, and what do they have in common with each other?
  • Looking at your Ancestry Composition compared with theirs, what are your shared populations, and are they relevant? If you are both 100% European, then shared populations aren’t useful, but if both people share the same minority ancestry, especially on the same segments, it may indeed be relevant – especially if it can’t be accounted for on the known sides of the family.

Reach out to these people and see what they know about their genealogy, if they have tested elsewhere, and if they have a genealogy tree someplace that you can view.

If they can tell you their grandparents’ names, birth and death dates and locations, you can check public sources like WikiTree, FamilySearch and Geni, or build trees for them. You can also use Newspaper resources, like Newspapers.com, NewspaperArchive and the newspapers at MyHeritage.

I added the top 15 23andMe matches into the spreadsheet I created.

You’ll notice that not many people at 23andMe enter surnames. However, if you can identify individuals from your 3 known lines, you can piggyback the rest by using Relatives in Common in conjunction with the genetic tree placement.

Be sure to check all the people that are connected to the target line in your genetic tree.

You’ll want to harvest your DNA segments to paint at DNAPainter if you don’t solve this mystery with initial reviews at each vendor.

Ancestry

Let’s move to Ancestry next.

At Ancestry, you’ll want to start with your closest matches on your match list.

Ancestry classifies “Close Matches” as anyone 200 cM or greater, which probably won’t reach as far down as the matches we’ll want to include.

Some of the categories in the Shared cM Chart from DNAPainter, above, don’t work based on ages, so I’ve eliminated those. I also know, for example, that someone who could fall in the grandparent/grandchild category (blue star,) in my case, does not, so must be a different relationship.

Second cousins, who share great-grandparents, can be expected to share about 229 cM of DNA on average, or between 41 and 592 cM. First cousins share 866 cM, and half first cousins share 449 cM on average.

I have 13 close matches (over 200 cM), but I’m including my top 15 at each vendor, so I added two more. You can always go back and add more matches if necessary. Just keep in mind that the smaller the match, the greater the probability that it came from increasingly distant generations before your grandparents. Your sweet spot to identify grandparents is between 1C and 2C.

I need to divide my close matches into 4 groups, each one equating to a grandparent. Record this on your spreadsheet.

You can group your matches at Ancestry using colored dots, which means you can sort by those groups.

You can also select a “side” for a match by clicking on “Yes” under the question, “Do you recognize them?”

Initially, you want to determine if this person is related to you on your mother’s or father side, and hopefully, through which grandparent.

Recently, Ancestry added a feature called SideView which allows testers to indicate, based on ethnicity, which side is “parent 1” and which side is “parent 2.” I wrote about that, here.

Make your selection, assuming you can tell which “side” of you descends from which parent based on ethnicity and/or shared matches. How you label “parent 1,” meaning either maternal or paternal, determines how Ancestry assigns your matches, when possible.

Using these tools, which may not be completely accurate, plus shared matches with people you can identify, divide your matches among your three known grandparents, meaning that the people you cannot assign will be placed in the fourth “unknown” column.

On my spreadsheet, I assign all of my closest matches to one of my grandparents. Michael is my first cousin (1C) and we share both maternal grandparents, so he’s not helpful in the division because he can’t be assigned to only one grandparent.

The green maternal grandfather is who I’m attempting to identify.

There are 4 people, highlighted in yellow, who don’t fall into the other three grandparent lines, so they get added to the green column and will be my focus.

I would be inclined to continue adding matches using a process known as the Leeds Method, until I had several people in each category. Looking back at the DNAPainter cM chart, at this point, we don’t have anyone below 200 cM and the matches we need might be below that threshold. The more matches you have to work with, the better.

At Ancestry, you cannot download your matches into a spreadsheet, nor can you work with other clustering tools such as Genetic Affairs, so you’ll have to build out your spreadsheet manually.

Check for the same types of information that I reviewed at 23andMe:

  • Review trees, if your matches have them, minimally recording the surnames of their 8 great-grandparents.
  • Review shared matches, looking for common names in the trees in recent generations.
  • View shared matches with people with whom you have a “Common Ancestor” indication, which means a ThruLine. You won’t have Thrulines with your target grandparent, of course, but Thrulines will allow you to place the match in one of the other columns. I wrote about ThruLines here, here and here.
  • ThruLines sometimes suggests ancestors based on other people’s trees, so be EXCEEDINGLY careful with potential ancestor suggestions. That’s not to say you should discount those suggestions. Just treat them as tree hints that may have been copy/pasted hundreds of times, because that’s what they are.

I make notes on each match so I can easily see the connection by scanning without opening the match.

Now, I have a total of 30 entries on my spreadsheet, 15 from 23and Me and 15 from Ancestry.

Why Not Use Autosclusters?

Even with vendors who allow or provide cluster tools, I don’t use an automated autocluster tool at this point. Autocluster tools often omit your closest matches because your closest matches would be in nearly half of all your clusters, which isn’t exactly informative. However, for this purpose, those are the very matches we need to evaluate.

After identifying groups of people that represent the missing grandparent, using our spreadsheet methodology, autoclusters could be useful to identify common surnames and even to compare the trees of our matches using AutoTree, AutoPedigree and AutoKinship. AutoClusters cannot be utilized at Ancestry, but is available through MyHeritage and at GEDmatch, or through Genetic Affairs for 23andMe and FamilyTreeDNA.

Next, let’s move to FamilyTreeDNA.

FamilyTreeDNA

FamilyTreeDNA is the only vendor that provides Family Matching, also known as “bucketing.” FamilyTreeDNA assigns your matches to either a paternal or maternal bucket, or both, based on triangulated matches with someone you’ve linked to a profile in your tree.

The key to Family Matching is to link known Family Finder matches to their profile cards in your tree.

Clicking on the Family Tree link at the top of your personal page allows you to link your matches to the profile cards of your matches.

FamilyTreeDNA utilizes these linked matches to assign those people, and matches who match you and those people, both, on at least one common segment, to the maternal or paternal tabs on your match list.

Always link as many known people as possible (red stars) which will result in more matches being bucketed and assigned to parents’ sides for you, even if neither parent is available to test.

I wrote about Triangulation in Action at FamilyTreeDNA, here.

You can see at the top of my match list that I have a total of 8000 matches of which 3422 are paternal, 1517 are maternal and 3 match on both sides. Full siblings, their (and my) children and their descendants will always match on both sides. People with endogamy across both parents may have several matches on both sides.

If your relevant parent has tested, always work from their test.

Because we are searching for the maternal grandfather, in this case, we can ignore all tests that are bucketed as paternal matches.

Given that we are searching for my maternal grandfather, I probably have not been able to link as many maternal matches, other than possibly ones from my maternal grandmother. This means that the maternal grandfather’s matches are not bucketed because there are no identified matches to link on that side of my tree.

If you sort by maternal and paternal tabs, you’ll miss people who aren’t bucketed, meaning they have no maternal or paternal icon, so I recommend simply scanning down the list and processing maternal matches and non-bucketed matches.

By being able to confidently ignore paternally bucketed matches and only processing maternal and non-assigned matches, this is equivalent to processing the first 48 total matches. If I were to only look at the first 15 matches, 12 were paternal and only 3 are maternal.

Using bucketing at FamilyTreeDNA is very efficient and saves a lot of work.

Omitting paternal matches also means we are including smaller matches which could potentially be from common ancestors further back in the tree. Or, they could be younger testers. Or simply smaller by the randomness of recombination.

FamilyTreeDNA is a goldmine, with 16 of 20 maternal matches being from the unknown maternal grandfather.

Next, let’s see what’s waiting at MyHeritage.

MyHeritage

MyHeritage is particularly useful if your lineage happens to be from Europe. Of course, if you’re searching for an unknown person, you probably have no idea where they or their ancestors are from. Two of my best matches first appeared at MyHeritage.

Of course, your matches with people who descend from your unknown maternal grandfather won’t have any Theories of Family Relativity, as that tool is based on BOTH a DNA match plus a tree or document match. However, Theories is wonderful to group your matches to your other three grandparents.

MyHeritage provides a great deal of information for each match, including common surnames with your tree. If you recognize the surnames (and shared matches) as paternal or maternal, then you can assign the match. However, the matches you’re most interested in are the highest matches without any surnames in common with you – which likely point to the missing maternal grandfather.

However, those people may, and probably do, have surnames in common with each other.

Of the matches who aren’t attributed to the other three grandparents, the name Ferverda arises again and again. So does Miller, which suggests the grandparent or great-grandparent couple may well be Ferverda/Miller.

Let’s continue working through the process with our spreadsheet and see what we can discover about those surnames.

Our 60 Results

Of the 60 total results, 15 from each vendor, a total of 24 cannot be assigned to other columns through bucketing or shared matches, so are associated with the maternal grandfather. Of course, Michael who descends from both of my maternal grandparents won’t be helpful initially.

Cheryl, Donald and Michael are duplicates at different vendors, but the rest are not.

Of the relevant matches, the majority, 12 are from FamilyTreeDNA, four each are from Ancestry and MyHeritage, and three are from 23andMe.

Of the names provided in the surname fields of matches, in matches’ trees in the first few generations, and the testers’ surnames, Ferverda is repeated 12 times, for 50% of the time. Miller is repeated 9 times, so it’s likely that either of those are the missing grandfather’s surname. Of course, if we had Y-DNA, we’d know the answer to that immediately.

Comparing trees of my matches, we find John Ferverda as the common ancestor between two different matches. John is the son of Hiram Ferverda and Eva Miller who are found in several trees.

That’s a great hint. But is this the breakthrough I need?

What’s Next?

The next step is to look for connections between the maternal grandmother, Edith Lore, who is known in our example, and a Ferverda male. He is probably one of the sons of Hiram Ferverda and Eva Miller. Do they lived in the same area? In close proximity? Do they attend the same church or school? Are they neighbors or live close to the family or some of their relatives? Does she have connections with Ferverda family members? We are narrowing in.

Some of Hiram and Eva’s sons might be able to be eliminated based on age or other factors, or at least be less likely candidates. Any of their children who had moved out of state when the child was conceived would be less likely candidates. Age would be a factor, as would opportunity.

Target testing of the Ferverda sons’ children, or the descendants of their children would (probably) be able to pinpoint which of their sons is more closely related to me (or my mother) than the rest.

In our case, indeed, John Ferverda is the son we are searching for and his descendant, Michael is the highest match on the list. Cheryl and Donald descend from John’s brother, which eliminates him as a candidate. Another tester descends from a third Ferverda son, which eliminates that son as well.

Michael, my actual first cousin with a 755 cM match at one vendor, and 822 cM at a second vendor, is shown by the MyHeritage cM Explainer with an 88% probability that he is my first cousin.

However, when I’m trying to identify the maternal grandfather, which is half of that couple, I need to focus one generation further back in time to eliminate other candidates.

The second and third closest matches are both Donald at 395 cM and Cheryl at 467 cM who also share the same Ferverda/Miller lineage and are the children of my maternal grandfather’s brother.

On the spreadsheet, I need to look at the trees of people who have both Ferverda and Miller, which brought me to both Cheryl and Donald, then Michael, which allowed me to identify John Ferverda, unquestionably, as my grandfather based on the cM match amounts.

Cheryl and Donald, who are confirmed full siblings, and my mother either have to be first cousins, or half siblings. Their match with mother is NOT in the half-sibling range for one sibling, and on the lower edge with the other. Mother also matches Michael as a nephew, not more distantly as she would if he were a first cousin once removed (1C1R) instead of a nephew.

Evaluating these matches combined confirms that my maternal grandfather is indeed John Ferverda.

What About X DNA?

The X chromosome has a unique inheritance path which is sometimes helpful in this circumstance, especially to males.

Women inherit an X chromosome from both parents, but males inherit an X chromosome from ONLY their mother. A male inherits a Y chromosome from his father which is what makes him male. Women inherit two X chromosomes, one from each parent, and no Y, which is what makes them female.

Therefore, if you are a male and are struggling with which side of your tree matches are associated with, the X chromosome may be of help.

Your mother passed her X chromosome to you, which could be:

  • Her entire maternal X, meaning your maternal grandmother’s X chromosome
  • Her entire paternal X, meaning your maternal grandfather’s X chromosome (which descends from his mother)
  • Some combination of your maternal grandmother and maternal grandfather’s chromosomes

One thing we know positively is that a male’s X matches are ALWAYS from their maternal side only, so that should help when dividing a male’s matches maternally or paternally. Note – be aware of potential pedigree collapse, endogamy and identical-by-chance matches if it looks like a male has a X match on his father’s side.

Unfortunately, the X chromosome cannot assist females in the same way, because females inherit an X from both parents. Therefore, they can match people in the same was as a male, but also in additional ways.

  • Females will match their paternal grandmother on her entire X chromosome, and will match one or both of their maternal grandparents on the X chromosome.
  • Females will NEVER match their paternal grandfather’s X chromosome because their father did not inherit an X chromosome from his father.
  • Males will match one or both of their maternal grandparents on their X chromosome.
  • Males will NEVER match their paternal grandparents, because males do not receive an X chromosome from their father.

The usefulness of X DNA matching depends on the inheritance path of both the tester AND their match.

When Can Y-DNA or Mitochondrial DNA Help with Grandparent Identification?

If you recall, I selected the maternal grandfather as the person to seek because no tester carries either the Y-DNA or mitochondrial DNA of their maternal grandfather. In other words, this was the most difficult identification, meaning that any of the other three grandparents would be, or at least could be, easier with the benefit of Y-DNA and/or mitochondrial DNA testing.

In addition to matching, both Y-DNA and mitochondrial DNA will provide testers with location origins, both continental and often much more specific locations based on where other testers and matches are from.

Y-DNA often provides a surname.

Let’s see how these tests, matches and results can assist us.

  • Paternal grandfather – If I was a male descended from John Ferverda paternally, I could have tested both my autosomal DNA PLUS my Y-DNA, which would have immediately revealed the Ferverda surname via Y-DNA. Two Ferverda men are shown in the Ferverda surname DNA project, above.

That revelation would have confirmed the Ferverda surname when combined with the high frequency of Ferverda found among autosomal matches on the spreadsheet.

  • Maternal grandmother – If we were searching for a maternal grandmother, both the male and female sibling testers (as shown in the pedigree chart) would have her mitochondrial DNA which could provide matches to relevant descendants. Mitochondrial DNA at both FamilyTreeDNA and 23andMe could also eliminate anyone who does not match on a common haplogroup, when comparing 23andMe results to 23andMe results, and FamilyTreeDNA to FamilyTreeDNA results at the same level.

At 23andMe, only base level haplogroups are provided, but they are enough to rule out a direct matrilineal line ancestor.

At FamilyTreeDNA, the earlier HVR1 and HVR2 tests provide base level haplogroups, while full sequence testing provides granular, specific haplogroups. Full sequence is the recommended testing level.

  • Paternal grandmother – If we were searching for a paternal grandmother, testers would, of course, need either their father to test his mitochondrial DNA, or for one of his siblings to test which could be used in the same way as described for maternal grandmother matching.

Summary

Successfully identifying a grandparent is dependent on many factors. Before you make that identification, it’s very difficult to know which are more or less important.

For example, if the grandparent is from a part of the world with few testers, you will have far fewer matches, potentially, than other lines from more highly tested regions. In my case, two of my four grandparents’ families, including Ferverda, immigrated in the 1850s, so they had fewer matches than families that have been producing large families in the US for generations.

Endogamy may be a factor.

Family size in past and current generations may be a factor.

Simple luck may be a factor.

Therefore, it’s always wise to test your DNA, and that of your parents and close relatives if possible, and upload to all of the autosomal databases. Then construct an analysis plan based on:

  • How you descend from the grandparent in question, meaning do you carry their X DNA, Y-DNA or mitochondrial DNA.
  • Who else is available to test their autosomal DNA to assist with shared matches and the process of elimination.
  • Who else is available to test for Y-DNA and/or mitochondrial DNA of the ancestor in question.

If you don’t find the answer initially, schedule a revisit of your matches periodically and update your spreadsheet. Sometimes DNA and genealogy is a waiting same.

Just remember, luck always favors the prepared!

Resources

You may find the following resource articles beneficial in addition to the links provided throughout this article.

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