Category Archives: Paternal Inheritance

The Mystery of the Blue Fugates and Smiths: A Study in Blue Genes and Pedigree Collapse

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The story of the Blue Fugates, an Appalachian family, is quite interesting, from a genetic perspective, a genealogical perspective, and a genetic genealogy perspective.

Who Are the Blue Fugates?

Martin Fugate, supposedly an orphan from France, and his bride, Elizabeth Smith, who had married by 1840, have long been attributed as the progenitors of the Blue Fugate Family of Troublesome Creek, in and around Perry County, Kentucky.

Their descendants were known as “The Blue Fugates” and also “The Blue People of Kentucky” because some of their children and descendants carried a recessive autosomal genetic trait, Methemoglobinemia.

Methemoglobinemia causes the skin to appear blue due to an oxygen deficiency in the red blood cells. Some people only exhibit this characteristic, or even just blue tinges in their fingernails and lips, when they are cold or agitated, such as when infants cry. Yet others are very, very blue.

Inheritance

In order for someone to exhibit the autosomal recessive trait of blueness due to Methemoglobinemia, they must inherit a copy of the gene from BOTH PARENTS. That’s why this trait is so rare.

  • If the parents have only one copy each, they are carriers and will not have the condition themselves.
  • If one parent carries either one or two copies, and the other parent does NOT carry a copy, their offspring CANNOT carry two copies of the mutation and will not be blue.
  • If both parents carry a copy, and both parents pass their copy on to their offspring, the offspring will probably exhibit some level of blueness – from just a tinge when they are cold, ill or or upset, to very, very blue.

I’m not a physician, so I’m not delving into the medical specifics of Methemoglobinemia, but suffice it to say that levels of 10-20% of methemoglobin in the blood produce blue skin, higher levels can produce more severe medical conditions, and levels beneath that may not be visually detectible.

What’s important for the genealogy aspect of this story is that both parents must carry a copy AND pass their copy on for the condition to express in their offspring.

We’ve learned a lot since the 1800s when this was first observed in various members of the Fugate family in Perry County, KY, and since the 1960s when this phenomenon was first studied in the Fugate family and their descendants. To be clear, there are also references to the blue Combs and blue Ritchies in and around Perry County – but the common factor is that they have ancestors that descend from the Fugate family AND the Smith family ancestors, both.

During my research, I’ve proven some of what was initially accepted as fact was incorrect – and I’d like to correct the record. Bonus points too, because it’s just such a great genealogy story!

My Interest

I’ve been inordinately interested in the Fugate family for a long time – but not because of their famous blueness.

The Fugate family has been found for more than 225 years alongside my Cook, Claxton, Campbell, and Dobkins families. First, in Russell County, VA, where Josiah Fugate was granted land along Sword’s Creek in 1801 that adjoined Harry Smith, Richard Smith, and others, including my brick-wall ancestor, Joel Cook. Keep in mind that we have never discovered the birth surname of Joel’s wife or Joel’s parents.

Joel’s daughter, Sarah, married James Claxton about 1799 or 1800 in Russell County, and in February of 1802, James Claxton and Zachariah Fugate, among others, were ordered to view and lay out a new road. They were clearly neighbors, living on the same road, and knew each other well. We don’t know who James’ parents were either.

The Fugates first lived adjacent to the Cook, Riley, Stephens, and Claxton families on Mockason Creek in Russell County, then later migrated with the same group of families to Claiborne County where they lived along the Powell River near the Lee County, VA line, and are very closely associated with the Dobkins and Campbell lines.

Sometime between 1802 and 1805, several Russell County families moved 110 miles down the mountain range and settled together on the Powell River in Claiborne County, TN.  About the same time, others from the same cluster moved to what would eventually become Perry County, KY.

In 1805, the Fugates were ordered as road hands on the north side of Wallen’s Ridge in Claiborne County, the part that would become Hancock County in the 1840s, along with James Claxton and several Smiths.

In 1808, James Claxton witnessed a deed to Henley Fugate and John Riley.

The unsubstantiated family rumor, repeated as fact but with no source, has always been that William Fugate married the sister of my John Campbell. If that were true, tracking the Fugates would help me track my Campbells – yet another brick wall. Hence, my early interest in the Fugate family. Until now, I’ve never solved any part of that puzzle.

In 1827, in Claiborne County, Henry Cook, road overseer, is assigned John Riley, Henly Fugate, William Fugate, Fairwick Claxton (son of James who had died in 1815), and others. These families continued to be allied, living close to each other.

In 1842, William Fugate (1799-1855), born to William Fugate and Sarah Jane Stephens in Russell County, is involved in the estate of John Campbell, born about 1772, who had died in 1838. John Campbell was the husband of Jane “Jenny” Dobkins, daughter of Jacob Dobkins (1751-1835).

William Fugate of Claiborne County signed a deposition in 1851 saying he came to Claiborne County, TN, in 1826. Claiborne County is rugged terrain, located on the south side of the Cumberland Gap, where Virginia, Tennessee, and Kentucky intersect.

In 1853, both William Fugate and Jehiel Fugate are neck-deep in lawsuits surrounding the estate of Jacob Dobkins, who died in 1835, lived on Powell River, and whose daughters married John Campbell and his brother George Campbell

I recently discovered that this William Fugate was born about 1799 in Russell County, VA, and according to his son’s death certificate, William’s wife was Nancy Riley, which makes a lot of sense, given the proximity of these families. I must admit, I’m glad to solve this, but I’m also disappointed that he wasn’t married to John Campbell’s sister.

So, why does any of this matter in the Blue Fugate story?

In part, because I knew decades ago that Martin Fugate, of the Kentucky Blue Fugates, was not an orphan from France who had somehow made his way to the eastern shores of Maryland, then to Perry County, KY by 1820 when he supposedly received a land grant. That land grant date doesn’t square with Martin’s birth year of 1820 either, nor his marriage about 1840, both of which are substantiated by the census.

You can see from the information gleaned from Russell County that the Fugate family was there well before 1800. In fact, a Martin Fugate is shown on the 1789 tax list and other Fugates were there earlier, as early as 1771, according to extracted Russell County records in the book “The Fugate Family of Russell County, Virginia” by David Faris. The Fugate descendants continued to press on westward from there. Fugate, unlike Smith, Cook, and even Campbell, is not a common surname.

“Orphan” stories are often early ways that people said “I don’t know”, without saying, “I don’t know where he came from”, so they speculated and said “maybe he was an orphan.” Then that speculation was eventually passed on as fact.

That might have been happening in Perry County in the 1960s, but in Claiborne County in the 1980s, family members were telling me, “Martin waren’t no orphan,” and would roll their eyes and sigh with great exasperation. You could tell this was far from the first time they had had to combat that story. To be clear, the Fugate family lived down along Little Sycamore Creek with my Estes, Campbell and other ancestral families. In the 1980s, I was finding the oldest people possible and talking to them.

Some records in Russell County, where the Fugates of Perry County, KY, and the Fugates of Claiborne County, TN, originated, did and do exist, so could have been researched in the 1960s, but you would have had to know where to look. No one back then knew that the Perry County Fugates originated in Russell County, so they wouldn’t have known to look there. Research wasn’t easy. If they had known to look in Russell County, they would have had to travel there in person to review records. Early records exist in Perry County, too, but in the 1960s, not even the census was available, and people simply didn’t remember back to the early to mid-1800s.

Truthfully, no one would ever have doubted those early stories that had been handed down. They were revered, in all families, and treated as gospel. Those stories were the only connection they had to their ancestors – and the generations inbetween who passed them on. Nope, no one was going to question what Grandpa or Uncle Joe said.

So, in the 1960s, when the Blue Fugates in Perry and adjacent Breathitt County, KY were first studied by Dr. Cawein and his nurse, Ruth Pendergrass, they gathered oral family history and constructed a family pedigree from that information. They documented who was blue from first-hand eye-witness accounts – which would only have stretched back into the late 1800s, best case.

It probably never occurred to anyone to validate or verify earlier information that was provided. Plus, it would have been considered rude. After all, they weren’t genealogists, and they were trying to solve a medical mystery. The information they collected did not conflict with what was known about the disease and how it was transmitted, so they had no reason to doubt its historical accuracy.

The Mystery of the Blue Fugates?

The Blue Fugates were a family renowned for their blue skin – at least some of them had blue skin. That’s part of what makes this story so interesting.

Originally, it was believed that only one progenitor couple was involved, Martin Fugate and his wife, Elizabeth Smith, but now we know there were two. Maybe I should say “at least two.”

Martin Fugate and his bride, Elizabeth Smith, whose first known child was born in 1841, according to the 1850 census, are progenitors of the Blue Fugate Family of Troublesome Creek, but they aren’t the only progenitors.

Martin was not shown in the Perry County, KY 1840 census, but two Zachariah Fugates are present, 8 Fugate families are found in neighboring Breathitt County, more than a dozen in Russell County and surrounding counties in Virginia, and four, including two William Fugates, in Claiborne County, TN. The younger of the two lived next door to John Dobkins, son of deceased Jacob Dobkins.

Martin Fugate (c1820-1899) of Perry County and his second cousin, Zachariah Fugate (1816-1864), who each married a Smith sister, are both progenitors of the Blue Fugates through their common ancestor, their great-grandfather, Martin Fugate, who was born in 1725 and died in 1803 in Russell County, VA.

Obviously, if Martin (c1820-1899) had a Fugate second cousin who also lived in Perry County, Martin wasn’t an orphan. That knowledge is due to more recently available information, like census and other data – and that’s part of what I want to correct.

In 1948, Luke Combs, from Perry County, KY, took his sick wife to the hospital, but Luke’s blueness caused the medical staff to focus on him instead, thinking he was experiencing a medical emergency. He wasn’t. His skin was just blue. In 1974, Dr Charles H. Behlen II said, ‘Luke was just as blue as Lake Louise on a cool summer day.’ The Blue Fugates were “discovered” by the rest of the world, thanks to Luke, but they were nothing new to local people, many of whom did not welcome the notoriety.

In the 1960s, hematologist Madison Cawein III, with the assistance of Ruth Pendergrass, studied 189 members of the extended Fugate family, treated their symptoms, and published his findings. He included a pedigree chart, but not everyone was keen on cooperating with Dr. Cawein’s research project.

The Fugate family history collected for the study was based on two things:

  • Personal knowledge of who respondents knew was blue
  • Remembered oral history beyond the reach of personal knowledge.

That remembered oral history reported that Martin Fugate and Elizabeth Smith’s youngest son, Zachariah Fugate (born in 1871), married his mother’s (older) sister, Mary Smith, (born about 1820), and had a family. I’ve added the dates and information in parentheses, or they would have immediately known that marriage was impossible. Or, more directly, even if they married when Zachariah was 14, Mary would have been 70 years old, and they were certainly not going to produce offspring. This is the second piece of information I want to correct. That marriage never happened, although people were accurate that:

  • Martin Fugate and his wife, Elizabeth Smith, did have a son named Zachariah Fugate
  • One Zachariah Fugate did marry Mary Smith, sister of Elizabeth Smith

It’s just that they were two different Zachariah Fugates, born 75 years apart. Same name confusion strikes again.

I constructed this census table of Martin Fugate with Elizabeth Smith, and Zachariah Fugate with Mary Smith. They lived next door to each other in Perry County – and it seemed that every family reused the same “honoring” names for their children – and had been doing such for generations.

In the 1960s, when the information was being compiled for Dr. Cawein, the census and other documents that genealogists rely on today were not readily available.

Furthermore, genetically, for the mystery Dr. Cawein was attempting to solve, it didn’t really matter, because it was still a Smith female marrying a Fugate male. I know that it made no difference today, but he wouldn’t have known that then. To track down the source of the blueness, he needed to identify who was blue and as much about their ancestors as possible.

The Zachariah Fugate (1816-1864) who married Elizabeth Smith’s sister, Mary Smith, was Martin Fugate’s second cousin by the same name, Zachariah. Both Martin (c1820-1899) and his second cousin, Zachariah (c1816-1864), married to Smith sisters, had blue children, which helps cement the fact that the responsible genes were passed down through BOTH the Fugate and Smith lines, and weren’t just random mutations or caused by environmental or other factors.

Proof

In case you’re wondering exactly how I confirmed that Martin and Zachariah did indeed marry Elizabeth and Mary Smith – their children’s birth and death records confirmed it. These records correlate with the census.

Unlike most states, Kentucky has some pre-1900 birth and death records.

Wilson Fugate’s birth in February, 1855 was recorded, naming both of his parents, Martin Fugate and Elizabeth Smith.

Martin Fugate and Elizabeth Smith’s son, Henley or Hendley, died in 1920, and his death certificate gave the names of both parents. Betty is a nickname for Elizabeth.

On the same page with Wilson Fugate’s birth, we find a birth for Zachariah Fugate and Mary Smith, too.

Hannah Fugate was born in December 1855.

Zachariah Fugate and Mary Smith’s son, Zachariah died in 1921, and his death certificate gives his parents as Zach Fugate and Polly Smith, a nickname for Mary.

There are more death records for children of both sets of parents.

Both couples, Martin Fugate and Elizabeth Smith, and Zachariah Fugate and Mary Smith, are progenitors of the Blue Fugate family.

Of Martin’s 10 known children, 4 were noticeably “blue” and lived long, healthy lives. At least two of Zachariah’s children were blue as well.

Some people reported that Martin, himself, had deep blue skin. If so, then both of his parents would have carried that genetic mutation and passed it to him.

Unfortunately, color photography didn’t exist when Martin (c1820-1899), lived, so we don’t know for sure. For Martin’s children to exhibit blue skin, they would have had to inherit a copy of the gene from both parents, so we know that Martin’s wife, Elizabeth, also inherited the mutation from one of her parents. Ditto for Zachariah Fugate and Mary Smith. The chances of two families who both carry such a rare mutation meeting AND having two of their family members marry are infinitesimally small.

Dr. Cawein’s Paper

In 1964, Dr. Cawein published his findings, but only with a pedigree chart with no names. What was included was an explanation about how remote and deep the hills and hollows were, and that out-migration was almost impossible, explaining the propensity to marry cousins.

Legend:

  • Measured – Found to have elevated methemoglobin
  • Measured – Found to have decreased methemoglobin
  • Not measured – Reported to be “blue”
  • Measured – Found to be normal

Cawein further stated that data was collected by interviewing family members who personally knew the individual in question and could say if they were actually blue.

Cawein erroneously reported that “Martin Fugate was an orphan born about 1800, landed in Maryland, obtained a land grant in Perry County, KY in 1820, and married a local gal. From 1820 to about 1930, the population consisted of small, isolated groups living in creek valleys and intermarriage was quite common.” Bless his heart.

Later, geneticist Ricky Lewis wrote about the Blue Fugates, sharing, among other things, the provenance of that “blue” family photo that circulates on the internet, revealing that it is a composite that was assembled and colorized back in 1982. She also erroneously stated that, “after extensive inbreeding in the isolated community—their son married his aunt, for example—a large pedigree of “blue people” of both sexes arose.” Bless her heart too.

Dr. Lewis is incorrect that their son married his aunt – but she’s right that intermarriage between the families is responsible for the blue descendants. In colonial America, and elsewhere, cousin marriages were fairly common – everyplace. You married who you saw and knew. You saw your family and neighbors, who were generally your extended family. No left-handed apology needed.

Pedigree collapse, sharing the same ancestors in multiple places in your tree, is quite common in genealogy, as is endogamy among isolated populations.

Today, things have changed somewhat. People move into and out of an area. The younger generation moves away a lot more and has for the past 100+ years. Most people know their first cousins, but you could easily meet a second or third cousin and never know you were related.

While early stories reported that Martin Fugate (c1820-1899) was an orphan from France, mysteriously appearing in Kentucky around 1820, later genealogical evidence as well as genetic research proves that Martin Fugate was actually born about 1820, in Russell County, VA and his ancestors, over several generations, had followed the typical migration path across Virginia into Kentucky.

We’ve also proven that Martin’s son, Zachariah (born 1871) was not the Zachariah who married Elizabeth Smith’s sister, Mary, who was 50 years old when Zachariah was born.

What else do we know about these families?

The Back Story

Compared to the Smith story, the Fugate story was “easy.”

Don’t laugh, but I spent several days compiling information and charting this in a way I could see and understand in one view.

I hesitate to share this, but I’m going to because it’s how I think. I also put together a very basic Fugate tree at Ancestry, here. Many children and siblings are missing. I was just trying to get this straight in my mind.

Click to enlarge any image

This spreadsheet is color-coded:

  • The text of each lineage has a specific color. For example, Fugates are blue.
  • Some people (or couples) are found in multiple descendants’ lines and are duplicated in the tree. Duplicated people also have a cell background color. For example, Mahala Richey (Ritchey, Ritchie) is highlighted yellow. James and Alexander Richey have green text and apricot background because they are duplicated.
  • The generation of parents who had blue children is marked with black boxes and the label “Blue Kids.”
  • Only the blue kids for this discussion are listed below those couples.
  • The bluest person was Luna Fugate (1886-1964).
  • While Luna’s husband, John Stacey, also descended from the Smith/Combs line, only one of their children expressed the blue trait. That child’s lips turned blue when they cried. John and Luna were actually related in three ways. Yes, my head hurts.
  • The last known “blue” person was Luna Fugate’s great-grandchild, whose name I’ve obfuscated.

Ok, let’s start with the blue Fugates on our spreadsheet. You’ll probably want to follow along on the chart.

Martin Fugate (1725-1803) and wife Sarah, had several children, but only two, the ones whose grandchildren married Smith sisters are known to have had blue children.

On our chart, you can see that Martin (1725-1803) is blue, and so is Son 1, William Fugate and Sarah Stephens, along with Son 2, Benjamin Fugate and Hannah Devers. Both William and Benjamin are mentioned in Martin’s estate in 1803 in Russell County, VA.

Two generations later, Martin Fugate (c1820-1899) and Elizabeth Smith had four blue children, and Zachariah Fugate (c1816-1864) and Mary Smith had at least two blue children. Furthermore, Zachariah Fugate’s sister, Hannah (1811-1877), married James Monroe Richie.

The Richey’s are green, and you can see them on both the left and right of the chart. Hannah’s husband descended from the same Richey line that Elizabeth Smith did. It was no surprise when their child, Mahala Ritchie (1854-1922), married Levi Fugate, to whom she was related three ways, they became the parents of a blue child. Their daughter, Luna Fugate, was known as “the Bluest of the Blue Fugates.”

Mahala Ritchie (1854-1922) could have inherited her blue gene (or genes) from either her mother Hannah Fugate, or her father, James Monroe Ritchie, or both. We don’t know if Hannah was blue or not.

We do know that Mahala married Levi Fugate, her third cousin through the Fugate line, and her third and fourth cousin also through the Richie and Grigsby lines, respectively. This is the perfect example of pedigree collapse.

You can see the purple Grigsby lines in the center and to the right of the pedigree chart too, with Benjamin Grigsby, highlighted in blue, being common to both lineages.

Zachariah Fugate (1816-1864) and Mary Smith had at least two blue sons, but I am not tracking them further. Suffice it to say that Blue John married Letha Smith, his first cousin, the granddaughter of Richard Smith and Nancy Elitia Combs. Lorenzo, “Blue Anze”, married a Fugate cousin, so it’s no surprise that Zachariah and Mary were also progenitor couples of the Blue Fugates.

Martin’s son, Levi Fugate, married Mahala Ritchie, mentioned above, and had Luna Fugate who would have been personally known to Dr. Cawein. Luna, pictured above, at left, was known as the bluest of the Blue Fugates.

Luna married John Stacey who some thought wasn’t related to Luna, so it was confusing why they had one child that was slightly blue. However, John turns out to be Luna’s second cousin, third cousin once removed and first cousin once removed through three different lines. His great-grandparents were Richard Smith and Nancy Combes. Since one of their children had a slight blue tinge, John, while not visibly blue himself, clearly carried the blue gene.

Where Did the Blue Gene Come From?

The parents of Elizabeth Smith and Mary Smith were Richard Smith and Nancy (Eletia) Combs. His Smith ancestors include both the Richeys and Caldwells.

James Richey (1724-1888) married Margaret Caldwell (1729-1802) and his father, Alexander Richey (1690-1749) married Jeanne Caldwell (1689-1785). While the Caldwell females weren’t closely related, Jeanne was the daughter of Joseph Alexander Caldwell (1657-1730) and Jane McGhie, and Margaret Caldwell (1729-1802) was the great-granddaughter of that couple. The Caldwells are shown in magenta, with both Richey/Caldwell couples shown as duplicates. The Richey are highlighted in apricot, and the Caldwell’s with a light grey background. It was difficult to show how these lines connect, so that’s at the very top of the pedigree chart.

When just viewing the Smith-Combs line, it’s easier to view in the Ancestry pedigree.

The Smith, Richey, Combs, Grigsby, and Caldwell lines are all repeated in different locations in the trees, such as with Hannah Fugate’s husband. These repeated ancestors make it almost impossible for us to determine where in the Smith ancestral tree that blue gene originated.

We don’t know which of these ancestral lines actually contributed the blue gene.

Can We Figure Out Where the Blue Gene Came From?

How could we potentially unravel this mystery?

We know for sure that the blue gene in the Fugate side actually descends from Martin Fugate who was born in 1725, or his wife, Sarah, whose surname is unknown, because their two great-grandchildren, Martin (c1820-1899) and Zachariah (1816-1864) who both married Smith sisters had blue children. For those two intervening generations between Martin Fugate (1725-1803) and those two great-grandsons, that blue gene was quietly being passed along, just waiting for a blue Fugate gene carrier to meet another blue gene carrier. They found them in the Smith sisters.

None of Martin (1725-1803) and Sarah’s other children were known to have had any blue children or descendants. So either they didn’t carry the blue gene, or they didn’t marry someone else who did – that we know of.

We can’t tell on the Smith side if the blue gene descends from the Smith, Richey, Grigsby or Caldwell ancestors, or maybe even an unknown ancestor.

How can we narrow this down?

If a Fugate in another geographic location married someone from one of these lineages, say Grigsby, for example, and they had blue offspring, and neither of them shared any of the other lineages, then we could narrow the blue gene in the Smith line to the Grigsby ancestor.

Unfortunately, in Perry and surrounding counties in Kentucky, that would be almost impossible due to intermarriage and pedigree collapse. Even if you “think you know” that there’s no connection through a third line, given the deep history and close proximity of the families, the possibility of unknown ancestry or an unexpected parent is always a possibility.

Discover

While the blue gene is not connected to either Y-DNA or mitochondrial DNA, we do have the Fugate’s Y-DNA haplogroup and the Smith sisters’ mitochondrial DNA.

Y-DNA

The Big Y-700 haplogroup for the Martin Fugate (c1820-1899) line is R-FTA50432, which you can see, here..

You can see the Blue Fugate Family by clicking on Notable Connections.

If you’re a male Fugate descendant who descends from anyone other than Martin Fugate (c1820-c1899), and you take a Big Y test, you may well discover a new haplogroup upstream of Martin (c1820-1899) that represents your common Fugate ancestor.

If you descend from Martin, you may find youself in either of the two haplogroups shown for Martin’s descendants, or you could split the line to form a new haplogroup.

We don’t have the mitochondrial DNA of Martin Fugate (c1820-1899), which would be the mitochondrial DNA of his mother, Nancy Noble. We also don’t have the the mtDNA of Mary (Polly) Wells, the mother of Zachariah Fugate (c1816-1864). If you descend from either of these women in a direct matrilineal line, through all women, please take a mitochondrial DNA test and reach out. FamilyTreeDNA will add it as a Notable Connection.

We do, however, have the mitochondrial DNA of Elizabeth and Mary Smith

Mitochondrial DNA of Elizabeth and Mary Smith

The mitochondrial DNA of both Elizabeth and Mary Smith follows their mother’s line – Nancy Combs through Nancy (Eletia?) Grigsby. Nancy’s mother is unknown, other than the possible first name of Margaret.

Nancy Grigsby’s descendant is haplogroup K1a61a1, which you can see here.

The Blue Fugates show under Notable Connections.

The Smith sisters’ haplogroup, K1a61a1, tells us immediately that their ancestor is European, eliminating other possibilities.

The time tree on Discover is quite interesting

Haplogroup K1a61a1 was formed about the year 1400. Descendants of this haplogroup are found in the UK, Scotland, England, several unknown locations, and one person who selected Native American, which is clearly in error. Haplogroup K is not Native American.

By focusing on the haplotype clusters, identified by the F numbers in the elongated ovals, our tester may be able to identify the mother of Nancy Grigsby, or upstream lineages that they can work back downstream to find someone who married Thomas Grigsby.

This story is far from over. In fact, a new chapter may just be beginning.

If you’re a Fugate, or a Fugate descendant, there’s still lots to learn, even if autosomal DNA is “challenging,” to say the least, thanks to pedigree collapse. Testing known females lineages can help us sort which lines are which, and reveal their hidden stories.

Other resources if you want to read more about the Fugates: The Blue People of Troublesome Creek, Fugates of Kentucky: Skin Bluer than Lake Louise, Those Old Kentucky Blues: An Interrupted Case Study, and Finding the Famous Paintings of the Blue People of Kentucky.

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

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

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

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

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

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

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

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

Take Advantage of the Holidays

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

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

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

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

Step 1 – Test Yourself and Your Known Family

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

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

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

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

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

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

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

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

Who Can Test For What?

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

Let’s begin with my father’s side.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step 2 – Identify Ancestors Who Need Haplogroups

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

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

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

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

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

Step 3 – Check FamilyTreeDNA Projects

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click any image to enlarge

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

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

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

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

Step 4 – Family Finder at FamilyTreeDNA

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

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

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

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

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

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

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

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

Step 5 – WikiTree

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

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

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

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

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

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

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

WikiTree provides additional tools to find descendants.

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

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

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

Step 6 – MyHeritage

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

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

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

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

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

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

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

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

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

Step 7 – At Ancestry

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

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

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

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

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

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

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

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

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

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

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

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

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

Go directly to your ThruLines on the DNA menu.

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

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

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

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

Step 8 – At 23andMe

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

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

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

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

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

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

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

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

You can’t verify this lineage without genealogy information.

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

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

Step 9 – FamilySearch and Relatives at RootsTech

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

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

Here’s an example.

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

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

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

Step 10 – Social Media

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

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

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

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

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

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

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

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

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

Sale Prices

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

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

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

Potential Contact Letter

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

Essentially:

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

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

Dear cousin (insert their full name here,)

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

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

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

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

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

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

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

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

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

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

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

Your name

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

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

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

You Don’t Know What You Don’t Know

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

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

Leave no stone unturned!

You don’t know what you don’t know.

Who’s waiting out there for you?

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Six Ways to Figure Out How We’re Related

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

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

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

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

Come along for a step-by-step guide!

Shared Matches

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

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

Bucketing and Sides

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

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

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

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

Surnames and Locations

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

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

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

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

X-DNA

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

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

Clustering Technology – AutoClusters, the Matrix and DNAPainter

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

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

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

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

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

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

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

Theories of Family Relativity and ThruLines

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

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

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

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

Bonus – Y-DNA and Mitochondrial DNA at FamilyTreeDNA

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

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

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

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

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

Tune In

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

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

You can watch the webinar, here.

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

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

Enjoy!

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

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

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

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

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

We begin with an overview.

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

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

History Revealed

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

There’s so much to learn.

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

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

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

How did we discover all of this???

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

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

Collect the Full Set

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

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

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

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

Which ancestors are waiting for you?

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

There’s More

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

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

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

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

Comprehensive

This book is truly comprehensive and includes:

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

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

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

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

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Complete Guide to FamilyTreeDNA Released in Hardcopy

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

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

Enjoy!

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

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

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

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

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

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

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

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

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

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

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

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Why Don’t Our Y-DNA Haplogroups Match?

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I’ve been asked this question several times recently, and the answer is resoundingly, “it depends.” There are several reasons why Y-DNA haplogroups might not match and most of them aren’t “bad.”

How Haplogroups Work

Haplogroups are the 79,000+ branches of the Y-DNA phylogenetic tree which you can view here, along with countries where those haplogroups are found. You can think of haplogroups as genetic clans of either closely or distantly related men. Major haplogroup branches have unique letters assigned. Downstream or younger haplogroups are designated by a letter-number sequence that is always preceded by the main haplogroup letter.

Image courtesy FamilyTreeDNA

Major haplogroups were formed tens of thousands of years ago, with more recent haplogroups added as they’ve been discovered. Haplogroups are discovered and added every day thanks to the Big Y-700 test. You can read more about that process, here.

As you look at the pie chart above, you’ll notice that haplogroup R represents about half the men who have tested and has several major subbranches. Every haplogroup R man belongs to all of the branches above his own that lead back to the root of haplogroup R.

Using haplogroup R, which is R-M207, its identifying SNP, as an example, it immediately splits into two branches: R-M173, which has 37,000+ more branches, and R-M479, which has 313 branches. My Estes men fall into a haplogroup several steps beneath R-M173, but they are still members of haplogroups R-M173 and R-M207, even though their descendant haplogroup is R-BY490, which was formed by a mutation that occurred 20,000 years later.

Haplogroup R-M173, then, in turn, leads back to Y-Adam, the first man to have lived and has descendants today.

As we approach the question of why haplogroups of two men might differ, we will review tools to use and how to interpret your findings to reach the appropriate answer for your situation.

What is Your Goal?

You may be looking for a very specific answer, or this may be a more general question.

  • If you’re evaluating closely related men who have different haplogroup assignments, not matching can be very disconcerting. Breathe. There are several perfectly legitimate reasons why they may not match, and we have easy, free analysis tools.
  • If you’re looking at your Y-DNA match list at FamilyTreeDNA, you may or may not match other men closely, but you do “match” at some level if they are on your match list. You may see several different haplogroups in your match list. How closely you match those men is a different question.
  • If you’re looking at autosomal results at FamilyTreeDNA, you may see haplogroups listed for males. You may or may not “match” the haplogroup of men with the same surname. What does this mean, and why don’t you match? Your autosomal match may have nothing to do with your paternal line, or it may be because of your paternal line.

We will cover all of these scenarios.

Where Did You Both Test?

  • Are you comparing apples and apples?
  • Did you both test at the same company?
  • Did you both take the same type or level of test?

These factors all make a difference.

Which Test Did You Take?

There are four types of tests that will provide males with some level of Y-DNA haplogroup.

Autosomal Tests – Some companies include a few Y-DNA location probes in their autosomal test, meaning that they test a few haplogroup-specific Y-DNA locations. LivingDNA, 23andMe, and FamilyTreeDNA’s Family Finder test provide a mid-level Y-DNA haplogroup to customers. The haplogroup that can be determined from these tests depends on a variety of factors, including the vendor, the probes they selected for their chip, the test version, and if that location is successfully read in the test.

Note that FamilyTreeDNA supports autosomal uploads from MyHeritage and Ancestry who do not provide Y-DNA haplogroups to customers, but who do test some Y-DNA locations. Therefore you can upload your autosomal test from those companies to FamilyTreeDNA for free and receive at least a cursory Y-DNA haplogroup.

FamilyTreeDNA is currently processing all of its Family Finder tests, followed by tests uploaded from other vendors, to provide all genetic male testers with a Y-DNA haplogroup at some level. Different vendors and test versions test different Y-DNA SNPs, so your mileage may vary. Y-DNA haplogroups are a free benefit at FamilyTreeDNA.

STR Tests – At FamilyTreeDNA, you can purchase both Y-37 and Y-111 STR (short tandem repeat) Y-DNA tests that provide matching at the number of locations you purchased, plus a predicted haplogroup based on those results. These haplogroup predictions are accurate but are often relatively far back in time.

If you match someone on STR tests, your match may be very recent or before the advent of surnames. For a more specific haplogroup, you need to purchase the Big Y-700 test, which provides at least 700 STR match locations but, more importantly, sequences the entire gold-standard region of the Y-chromosome for the most precise haplogroup and matching possible.

  • When viewing matches of two men who ONLY took STR tests, STR marker matches are more important for genealogy than haplogroups because the haplogroups were formed thousands of years ago.
  • When viewing matches on the Big Y-700 test, haplogroup matching is much more specific and reliable than STR matches because the mutations (SNPs – single nucleotide polymorphisms) that form haplogroups are much more stable than STRs which mutate unpredictably, including back mutations.

SNP Confirmation Tests – Historically, FamilyTreeDNA customers could purchase individual SNPs to confirm a haplogroup, or SNP packs or bundles to do the same for a group of SNPs. With the advent of both the Family Finder haplogroup assignments, and the Big Y-700, these individual tests are no longer necessary or advantageous and are being discontinued.

Big Y-700 Test – At FamilyTreeDNA, the Big Y-700 test provides the most granular and specific haplogroup possible, most often well within a genealogical timeframe. You may be able to tell, based on previously undiscovered mutations, that two people are brothers or father and son, or, depending on who else has tested and when mutations formed, testers may match further back in time. Here’s an example of using the results from multiple testers in the Estes DNA Surname Project.

You can also match men who took the Big Y-500 test which is less specific than the Big Y-700. In the now-obsolete Big Y-500 test, a smaller portion of the Y chromosome was sequenced and testers only received about 500 STR locations. The Big Y-700 test has been enriched to provide a wider range of more specific information. Men who originally took the Big Y-500, then upgraded to the Big Y-700, will very probably have a new haplogroup assignment based on the expanded coverage and increased resolution of the Big Y-700 test. The Big Y-700 ferrets out lineages that the Big Y-500 simply could not, and continues to provide additional value as more men test, which facilitates the formation of new haplogroups.

What Do You Mean by Match?

Matching doesn’t mean you have to have the exact same haplogroup. A perfectly valid match can have a different haplogroup because one haplogroup is more specific or refined than the other. Matching exactly as a result of a predicted STR haplogroup is much less useful than matching closely on a much more recent Big Y-700 haplogroup.

Not all haplogroups are created equal.

I know this is a bit confusing, so let’s look at real-life examples to clarify.

STR to STR or Autosomal to Autosomal Haplogroup Match

Two males might match exactly on a mid-range Family Finder autosomal haplogroup or on a STR-predicted haplogroup like R-M269, which is about 6350 years old.

This haplogroup “match,” even though it might be exact, does not confirm a close match and really only serves to eliminate some other haplogroups and confirm that a closer match is possible. For example, R-M269 men don’t match someone in haplogroup J or E. You may or may not share a surname. You may or may not still “match” if you both upgrade to the Big Y-700.

In this case, a father/son pair would match exactly, as would two men with different surnames whose common ancestor lived 6000 years ago.

Note that if you’re comparing autosomal-derived haplogroups across different vendor platforms, or even different DNA testing chip versions on the same platform, you may see two different haplogroups. Different vendors test different locations. Please note that second cousins and closer will always match on autosomal DNA, but relationships further back than that may not. Y-DNA very reliably reaches far beyond the capabilities of autosomal DNA due to the fact that it is never mixed with the DNA of the other parent – so it never divides or is watered down in time. When comparing two autosomally-generated haplogroups of men who are supposed to be closely related, always check their autosomal match results too.

Use the free Discover Tool to find various categories of information about any haplogroup, including its age. Take a look at R-M269 here.

Using Discover to Compare Haplogroups

You can always use the Discover tool to compare two haplogroups.

Go to Discover (or click through if you’re signed on to your FamilyTreeDNA Y-DNA page), then enter the first haplogroup you’d like to compare.

Click search to view information about that haplogroup.

On the menu bar, at left, click on Compare.

Add the second haplogroup.

I’m selecting E-M35, a completely different branch of the phylogenetic tree.

R-M269 was formed about 6350 years ago, while E-M35 was formed about 25,000 years ago. Their common ancestor was formed about 65,000 years ago. Clearly, these two paternal lineages are not related in anything close to a genealogical timeframe.

These two men would never match on an STR test, but could easily match on an autosomal test on any line OTHER than their direct paternal line.

Now let’s compare two haplogroups that are more closely related.

Haplogroup R-M222 is very common in Ireland, so let’s see how closely related it is to R-M269 which is very common in western Europe.

We see that R-M222 descends from R-M269, so there is no “other haplogroup” involved.

R-M222 was formed about 2100 years ago, around 4250 years after R-M269 was formed.

There are 17 steps between R-M222 and R-M269.

The bottom block shows the lineage from R-M269 back to Y-Adam.

How cool is this??!!

Big Y-700 to Autosomal or STR Haplogroup Comparison

Joe took the Big Y-700 test and discovered that he’s haplogroup R-BY177080.

Joe noticed that his son, who had initially taken an STR test, had been assigned haplogroup R-M269. Then, his son took a Family Finder test and his haplogroup changed to R-FGC8601.

Joe was confused about why he and his son’s haplogroups didn’t match.

First, let’s check Family Finder to confirm the parent/child relationship. Joe’s son is clearly his son.

So why doesn’t Joe’s son’s haplogroup match Joe’s haplogroup? And why did Joe’s son’s haplogroup change?

Joe’s son had not taken a Big Y-700 DNA test, so Joe’s son’s R-M269 haplogroup was initially predicted from his STR test.

Joe’s son’s updated haplogroup, R-FGC8601 was generated by the Family Finder test. Think of this as a bonus. If you’re a male and haven’t yet, you’ll soon receive an email telling you that you’ve received a Family Finder Y-DNA haplogroup. It’s your lucky day!

Family Finder haplogroups always replace STR predicted haplogroups since they are always more specific than predicted STR haplogroups. Big Y-700 haplogroups always replace STR-generated haplogroup predictions and Family Finder haplogroups because they are the most specific.

Let’s compare these results using Discover.

Joe’s son’s original predicted haplogroup was R-M269.

Discover Compare shows us that Joe’s Big Y-700 Haplogroup, R-BY177080, is a descendant of R-M269.

So, they actually do “match,” just several branches further up the tree

Joe’s son’s more precise Family Finder haplogroup was assigned as R-FGC8601.

Discover Compare shows us that Joe’s Big Y-700 haplogroup also descends from R-FGC8601.

You can see that the haplogroup generated by Family Finder is more precise by about 4700 years and improves that comparison.

R-M269 was formed about 6350 years ago, but R-FGC8601 was formed about 1700 years ago.

Joe’s Big Y-700 haplogroup, R-BY177080 was formed about the year 1900, improving the family haplogroup by another 1600 years or so.

Joe’s son’s Family Finder haplogroup moved down the haplotree 21 branches and 4650 years, for free! If Joe’s son were to upgrade to the Big Y-700, they might very well be assigned a new haplogroup that, for the time being, only they share.

Of course, Family Finder doesn’t provide Y-DNA matching so you still need the Y-DNA tests for that important aspect of genealogy.

Big Y to Big Y Comparison

In our next example, a group of men, including a father and son or other very close relative may take the Big Y-700 test and have different haplogroups. If you’re saying, “Whoa Nelly,” hear me out.

George took a Big Y-700 test and discovered that he is haplogroup R-FGC43597. His son and grandsons tested, and they are haplogroup R-FTC50269. What happened? Shouldn’t they all match George?

On George’s Big Y-700 block tree, you can see that a mutation, R-FTC50269, occurred between George and his son. George doesn’t have it, but his son does.

A haplogroup isn’t “named” until there are two men with the same mutation in the same lineage. Therefore, when George’s son initially tested, he would have been assigned to the same haplogroup as George, R-FGC43697, but with one extra variant, or mutation.

Of course, that extra mutation was passed from George’s son to both of his grandsons, so when the first grandson tested, the new haplogroup, R-FTC50269 was assigned as a result of that mutation. Now, George has one haplogroup and his son and grandsons have a different haplogroup, one branch downstream.

Using Discover to check the haplogroup ages and path, we find that indeed, these haplogroups are only one step apart.

Checking Family Finder results can always verify that the match is close or as close as you expected.

Haplogroup Assignments

Haplogroup assignments range from good to better to best.

Good Better Best
STR predicted Yes – but further back in time
SNP Packs (now obsolete) Between good and better
Family Finder autosomal Yes – generally midrange between STR predicted and the Big Y-700
Big Y-500 (need to upgrade) Usually between better and best
Big Y-700 The best – usually within a genealogically relevant timeframe unless your DNA is rare

Where Are You?

Older haplogroups, such as the STR-predicted haplogroups are useful for:

  • Eliminating some potential matches
  • Identifying where that haplogroup originated at that specific point in time. In other words, where your ancestor lived when that haplogroup was born.

If your Y-DNA matches another Y-DNA tester at FamilyTreeDNA, your haplogroups will fall someplace on the same haplogroup branch, although they may be thousands of years apart. STR-predicted haplogroups are “older,” meaning they range in age from about 6500 years to tens of thousands of years ago. They can tell you where the haplogroup originated at that time.

Autosomal haplogroups will be newer, or more recent, than STR-predicted haplogroups, but still (sometimes significantly) older than the Big Y-700 haplogroups..

FamilyTreeDNA provides Y-DNA haplogroups for free for every biological male who either takes the FamilyTreeDNA Family Finder test or uploads an autosomal result from either Ancestry or MyHeritage. Soon, 23andMe uploads will be resumed as well. This means that you will be able to view other men with a similar surname in your Family Finder results and:

  • Rule them out as a paternal line match.
  • Check your STR matches if they have taken a Y-DNA test
  • Check your Big Y-700 test for matches if both men have taken a Big Y test.
  • Encourage your matches to take a Big Y-700 test so you can see how closely you match on your paternal line.
  • Use the Discover Compare and other tools to reveal more information.

Family Finder haplogroups are relatively new, so currently, all new Family Finder testers are receiving haplogroups. Older Family Finder tests are being processed and will be followed by autosomal tests uploaded from other vendors. Haplogroups from autosomal tests are confirmed and will be newer, or more recent, than STR-predicted haplogroups.

The only test that can bring your haplogroup to current, meaning the most refined, recent, personal haplogroup, is the Big Y-700 test. Without taking the Big Y-700 test, you’ll forever be stuck with an older, less informative haplogroup branch. The Big Y-700 allows us to reliably sort families into lineages based on branching mutations.

The Big Y-700 haplogroup is:

  • The most detailed and granular possible.
  • Determined by sequencing the Y chromosome.
  • A test of discovery that continues to provide additional value as more men test and new haplogroups are formed.

Big Y-700 haplogroups generally fall into a genealogically useful timeframe and can be very recent.

The Discover tool and Time Tree provide a wealth of information about your ancestors, including locations, migration paths, ancient DNA, and more.

You Don’t Know What You Don’t Know

Now that you understand how to compare and interpret haplogroup matches, what additional information can you learn?

I always encourage Y-DNA matches to upgrade to the Big Y-700. Why? You don’t know what you don’t know. The article, Bennett Greenspan: Meet My Extended Family & Discover Extraordinary Deep Heritage illustrates the benefits of the Big Y-700 for all matches. Upgrading 12-marker matches is exactly how he made his big breakthrough.

The Big Y-700 test answers many questions beyond simply matching by using Discover and the Group Time Tree.

  • Where were your ancestors?
  • Who do you match, and who were their ancestors?
  • Genetically and genealogically, how do your surname matches fit together?
  • Where were your matches’ ancestors, and when?
  • Which ancient DNA results do you match, and where were they located?
  • What is the history of locations where your ancestors were found along their journey?
  • How closely or distantly are you related to other Big Y-700 matches?
  • Can your matches’ information break down your paternal line brick wall, or at least move it back a few generations?

Where are your Y-DNA results along the spectrum of useful haplogroup information? Do you or your matches need to upgrade? Click here to upgrade or order a Big Y-700 test.

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

Thank you so much.

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

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

Bennett Greenspan

“And yes, I brake for cemeteries.”

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

12-Marker Matches

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

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

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

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

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

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

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

What Happened in Spain?

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

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

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

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

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

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

How does this actually apply to Bennett’s results?

Bennett’s Spanish Matches

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

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

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

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

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

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

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

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

DNA Plus History

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

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

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

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

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

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

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

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

Contacting Matches

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

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

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

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

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

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

Upgrade Request

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

Bennett’s email:

Hello <name>,

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

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

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

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

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

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

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

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

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

Best,

Bennett Greenspan

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

What’s Next?

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

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

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

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

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

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FamilyTreeDNA 2023 Update – Past, Present and Future

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

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

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

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

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

Past, Present, and Future with Katy Rowe-Schurwanz

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

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

Recent Milestones

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

Acquisition and Wellness Bundles

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

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

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

New TIP (Time Prediction) STR Report

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

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

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

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

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

MyOrigins3

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

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

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

Additional Releases

Additional products and features released since the last conference include:

Discover

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

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

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

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

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

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

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

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

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

Earliest Known Ancestor (EKA) Improvement

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

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

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

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

Recommended Projects on Haplogroups & SNPs Page

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

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

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

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

Abandoned Projects

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

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

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

New Kit Manager Feature

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

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

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

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

Beneficiary Page

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

What is FamilyTreeDNA working on now?

Currently in the Works

Katy moved on to what’s currently underway.

Privacy and Security

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

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

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

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

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

Why is this necessary?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

New Permissions

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

  • Download data
  • Purchase tests

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

Family Finder Haplogroups

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

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

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

Please read this article for more information.

New Discover Tools and Updates

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

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

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

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

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

Big Y FaceBook Group

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

FamilyTreeDNA Blog

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

Multi-Language Support

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

Paypal, Payments, and Gift Cards

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

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

Million Mito Project & Mitotree

Work on the Million Mito Project is ongoing.

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

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

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

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

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

This is SOOO exciting!!!

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

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

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

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

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

The Future

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

Privacy Laws

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

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

New Kits Opted Out of IGG

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

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

Biobanking Separate Consent

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

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

MyHeritage Tree Integration

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

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

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

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

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

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

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

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

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

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

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

Big Y Infrastructure

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

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

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

Wishlist

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

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

Which items do you want to see most?

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

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

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

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

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

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

Suggestions Welcomed

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

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

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

Lab Update

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

A lab update has become a tradition over the years.

Linda Jones, Lab Manager, provided a lab update.

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

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

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

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

Q&A and Thank You

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

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

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

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