FamilyTreeDNA and WikiTree Collaboration – In Two Easy Steps!!

I’m thrilled to see that FamilyTreeDNA and WikiTree have joined genealogical forces!

FamilyTreeDNA  has announced a second option for tree connections for their customers – WikiTree. If you’ve been a blog subscriber for long, you know that I love WikiTree and use it almost daily.

A few months ago, FamilyTreeDNA obsoleted their own family trees and encouraged their customers to migrate their family trees to MyHeritage. Now there’s an additional option for FamilyTreeDNA customers.

This is NOT an either/or decision, because you can easily choose both. You can link to your MyHeritage tree, or you can link to your WikiTree profile, or both. I’m doing both because I want the maximum reach for my testing dollar!

Katy Rowe at FamilyTreeDNA  has done a wonderful job of providing examples of how to use the various WikiTree DNA features, here, in her blog article, so I’m not replowing that field.

I do want to show you how to implement the new WikiTree connection in two easy steps.

But first, let me tell you why I love WikiTree so much, and why you will too.

Why I Love WikiTree

Let me confess – in general, I don’t care for one-world-trees, but WikiTree is the exception because WikiTree has built a platform that incorporates a collaborative community.

I will always maintain my detailed genealogy information in my desktop computer program, and I will also maintain my trees at both Ancestry and MyHeritage, which are subscription sites that facilitate records searching. Both have different strengths and weaknesses, but WikiTree is free, and everyone can participate.

I think of WikiTree as an “ancestor information aggregator” or maybe a “data repository” that’s available to everyone.

People often ask, “How can I preserve my research for future generations?” and WikiTree is certainly an excellent answer.

Here’s the link to my profile at WikiTree so you can take a look.

https://www.wikitree.com/wiki/Estes-2153

Click on any image to enlarge

I’ve made this much of my profile information public, but just so you know, you’re in charge of what information is private and what is not by clicking on the little lock at the top right of your profile page.

You can see that there’s a lot of information available to help with just about everything WikiTree, including privacy selections.

On my profile, you might notice that I’m fairly active.

At right, I’ve entered the DNA tests that I’ve taken, except I need to update this to include both Ancestry and MyHeritage.

WikiTree shows other testers who have tested and may match people related to this ancestor, populating the information up and down the tree appropriately.

WikiTree also populates Y-DNA and mitochondrial DNA information up the tree to the appropriate ancestors. I can’t tell you how much I LOVE THIS!! As you know, I encourage everyone to “collect” the Y-DNA and mtDNA haplogroups of their ancestors because they not only are genealogically relevant, but haplogroups also reach back before surnames where no other tests can reach – and let’s face it, you don’t know what you don’t know.

Here’s the DNA section of my mother’s profile, with my mtDNA test showing for her, because I’m her direct matrilineal descendant and received my mitochondrial DNA from her.

In the autosomal section, you’ll find other people who might share some of her DNA, and where they tested.

Wait! What??? There’s a new person, Helene, that I don’t know. I need to run right over and take a look at Helene’s profile. Because I can just click on these tester’s name to see their tree, I immediately know how they are related to my mom.

My Tree

You can also see my tree easily from my profile by clicking on the “Ancestors” tab.

And you know what, I didn’t have to build the entire thing. I only had to build the part that is unique to me, until I connected with a WikiTree profile that already exists.

Step 1 – Getting Started at WikiTree

WikiTree has provided a series of instructional pages to help you get started, here.

This article tells you very specifically how to begin to set up your profile and find your ancestors.

You can approach this one of two ways:

  • You can search to see if your grandparents or great grandparents are already at WikiTree. Mine were, so all I had to do was add the profiles that don’t already exist down to me.
  • Or, you can upload a 5000-person or less GEDCOM file and use the GEDCOMpare report which shows you which profiles already in WikiTree might be your ancestors.

My recommendation is to try searching for your grandparents and great-grandparents first because you only need to provide information until you connect with a profile that already exists.

And yes, after you get started and “settled in,” you absolutely will want to review the profiles of each ancestor, add sourced information, and make corrections, if needed. If there’s a conflict, the comments serve as a discussion area, there’s a profile manager, and if needed, there are moderators with specialties to help. That’s what WikiTree is all about – jointly beneficial collaboration.

Once you’ve set up your profile at WikiTree, you just provide a link at FamilyTreeDNA to your WikiTree profile. That’s it. Seriously, just this easy.

Step 2 – Entering Your WikiTree ID at FamilyTreeDNA

Sign on to your account at FamilyTreeDNA.

On your personal page, in the upper right-hand corner, click the down arrow, then “Account Settings.”

Then select “Genealogy” and “Family Tree” and scroll to the WikiTree section at the bottom.

You’ll just copy and paste your WikiTree profile ID.

You can find your WikiTree profile ID in two places. The URL is shown at the top of your profile page, or you can click the link button, which copies the link for you. Be sure you’re on the profile of the page you want to enter into the account at FamilyTreeDNA . I manage several accounts, so don’t forget whose profile you’re viewing.

Back at FamilyTreeDNA, just paste your WikiTree profile ID link into that field at the bottom of the page, and click “Save.” That’s it!!

It takes effect immediately, so now your matches can choose to view any tree you have made available at FamilyTreeDNA.

Viewing WikiTree Trees of Your Matches

I’m signing on to my Mom’s account at FamilyTreeDNA, which I manage, to show you how WikiTree availability appears to your matches.

On my Mom’s match with me, if you click on the little tree icon at far right, you’ll see that you can now select from both trees that I have available, MyHeritage and WikiTree.

If you click on WikiTree, you will see my profile page. Just click on the “Ancestors” tab to view my tree!

That’s it.

I’m signing in right now to every FamilyTreeDNA kit that I manage and adding their WikiTree profile link. This is SO EASY, and FamilyTreeDNA says that more collaborative features are on the way!

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RootsTech 2025 – The Year of Discover and the New Mitotree

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

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

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

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

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

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

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

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

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

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

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

It’s About the People

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

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

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

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

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

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

Additionally, this particular RootsTech was a celebration.

Mitotree Release

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

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

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

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

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

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

Just think about the significance of that for a minute.

Every. Single. Person.

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

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

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

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

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

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

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

Here’s just one.

Breathless Testimonial

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

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

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

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

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

It doesn’t get better than this!

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

RootsTech Week

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

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

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

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

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

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

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

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

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

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

Monday

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

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

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

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

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

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

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

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

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

Pre-RootsTech Library Research

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

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

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

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

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

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

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

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

You know, fate is a funny thing.

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

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

We also found the well, located between three homesteads.

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

And here we all four are in Utah.

What are the chances?

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

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

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

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

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

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

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

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

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

Discover

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

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

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

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

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

Thursday – Opening Day

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

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

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

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

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

Let’s Take a Walk

Ok, come along on a walk with me.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

My Last Class – Reveal Your Maternal Ancestors & Their Stories

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

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

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

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

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

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

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

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

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

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

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

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

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

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

I’m not the only one.

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

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

It’s a Wrap

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

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

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

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

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

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

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

This one made me laugh too!

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

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

Thank you! Thank you! Thank you!

_____________________________________________________________

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Welcome to 2025! – Opportunities and New Genetic Genealogy Articles

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

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

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

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

New Articles in the Works

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

Articles on the drawing board include:

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

Other Learning Opportunities

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

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

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

Finding Information

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

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

Your Turn – What Do You Want?

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

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

Please make your suggestions in a comment on this article.

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

_____________________________________________________________

Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

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

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 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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Genealogy Research

Genealogy Proof Series: Surname Searching

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

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

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

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

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

Recording Your Findings

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

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

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

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

Book List

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

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

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

Cyndi’s List

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

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

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

BookFinder

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

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

I now have another book on the way!

Higginson Book Company

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

You can search by surname or any keyword.

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

State Archives

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

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

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

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

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

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

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

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

But wait, there are more resources.

Librarians

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

Librarians are an encyclopedia of knowledge.

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

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

Chronicling America

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

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

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

The rest, as they say, is history.

FamilySearch

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

Select “Search,” then “Books.”

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

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

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

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

I find the “Catalog” search particularly productive.

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

Oh, look, it’s my lucky day…

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

FamilySearch New Full Text Search

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

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

Click on “Go to Experiment”

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

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

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

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

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

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

Google

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

Here is a list of Estes resources from Google.

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

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

Google Books

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

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

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

Internet Archive

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

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

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

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

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

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

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

Allen County Public Library

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

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

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

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

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

PERSI

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

At PERSI, you can search by surname

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

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

Scroll to the very bottom to order the items.

WikiTree

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

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

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

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

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

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

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

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

Newspapers

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

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

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

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

Virginia Chronicle

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

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

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

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

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

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

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

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

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

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

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

I keep discovering previously unknown things!

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

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

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

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

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

OldNews is big news!

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

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

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

Check Cyndi’s list for more Newspaper services

MyHeritage Surnames

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

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

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

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

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

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

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

Ancestry Message Boards

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

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

Click on “Message boards.”

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

There’s an advanced search function, too.

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

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

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

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

Genealogy.com

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

American Ancestors

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

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

HathiTrust

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

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

DNA Projects

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

You can find surname projects in one of two ways.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click on “Group Projects.”

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

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

Social Media

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

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

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

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

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

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

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

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

Next Topic – The Proof Table

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

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

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

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

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

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Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Holiday DNA Sales Are Here!!!

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

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

MyHeritage

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

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

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

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

FamilyTreeDNA

Every test is on sale at FamilyTreeDNA.

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

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

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

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

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

Genealogy Goals

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

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

My goal is to:

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

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

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

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Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Book

Genealogy Books

Genealogy Research

Which DNA Test Should I Buy? And Why?

Which DNA test should I buy, and why?

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

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

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

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

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

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

Multiple Questions

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

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

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

Easy Answers First

The answer to #4 is easy.

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

So, yes, John can purchase a test.

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

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

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

Goals

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

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

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

Ethnicity in General

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

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

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

Additionally, each company provides different tools for their customers.

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

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

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

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

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

Let’s Start with Native American

Let’s evaluate the information that John provided.

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

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

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

First, we need to convert generations to 16ths.

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

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

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

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

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

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

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

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

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

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

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

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

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

Would  Ethnicity/Population Tests Show This Much Native?

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

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

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

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

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

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

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

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

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

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

Ethnicity has a lot more to offer than just percentages.

Best Autosomal Tests for Native Ethnicity

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

Click images to enlarge

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

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

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

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

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

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

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

Autosomal and Genealogy

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

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

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

Best Autosomal Test for Matching Other Testers

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

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

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

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

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

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

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

Ancestry does NOT provide any segment information.

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

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

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

Test or Upload

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

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

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

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

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

GEDmatch

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

Other Types of DNA

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

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

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

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

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

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

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

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

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

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

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

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

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

My Recommendation

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

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

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

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

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

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

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

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

Shopping and Research List

Here are the tests and links recommended above:

More Than He Asked

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

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

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

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

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

Which Test Should I Order?

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

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

Enjoy!!!

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WikiTree Connections, King Charles III, and DNA

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

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

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

It’s easy to find out on WikiTree.

Go to King Charles’s profile, here.

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

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

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

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

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

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

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

WikiTree DNA Benefits

WikiTree is a wonderful place to:

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

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

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

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

Are You Related?

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

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

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

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

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

Collaborate is Key

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

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

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

Ancestral Legacy

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

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

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

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

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

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

Thank you so much.

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DNA: In Search Of…Your Grandparents

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

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

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

Identifying a Grandparent

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

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

Why?

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

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

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

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

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

Testing, Tests and Vendors

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

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

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

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

Only 23andMe and FamilyTreeDNA report X matching.

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

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

Ordering Y and Mitochondrial DNA Tests

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

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

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

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

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

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

FamilyTreeDNA

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

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

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

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

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

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

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

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

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

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

Fish In All Ponds

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

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

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

Why Order Multiple Tests Now Instead of Waiting?

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

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

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

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

A Name or Information?

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

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

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

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

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

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

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

Strategies

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

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

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

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

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

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

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

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

Here’s the testing and upload strategy I recommend.

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

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

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

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

Match Ranges

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

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

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

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

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

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

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

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

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

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

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

Who’s Relevant for DNA Testing?

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

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

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

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

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

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

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

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

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

Create or Upload a Tree

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

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

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

Goal

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

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

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

The Top 15 at Each Vendor

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

Create a Spreadsheet or Chart

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

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

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

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

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

23andMe

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

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

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

Click on any image to enlarge

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Ancestry

Let’s move to Ancestry next.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Why Not Use Autosclusters?

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

After identifying groups of people that represent the missing grandparent, using our spreadsheet methodology, autoclusters could be useful to identify common surnames and even to compare the trees of our matches using AutoTree, AutoPedigree and AutoKinship. AutoClusters cannot be utilized at Ancestry, but is available through MyHeritage and at GEDmatch, or through Genetic Affairs for 23andMe and FamilyTreeDNA.

Next, let’s move to FamilyTreeDNA.

FamilyTreeDNA

FamilyTreeDNA is the only vendor that provides Family Matching, also known as “bucketing.” FamilyTreeDNA assigns your matches to either a paternal or maternal bucket, or both, based on triangulated matches with someone you’ve linked to a profile in your tree.

The key to Family Matching is to link known Family Finder matches to their profile cards in your tree.

Clicking on the Family Tree link at the top of your personal page allows you to link your matches to the profile cards of your matches.

FamilyTreeDNA utilizes these linked matches to assign those people, and matches who match you and those people, both, on at least one common segment, to the maternal or paternal tabs on your match list.

Always link as many known people as possible (red stars) which will result in more matches being bucketed and assigned to parents’ sides for you, even if neither parent is available to test.

I wrote about Triangulation in Action at FamilyTreeDNA, here.

You can see at the top of my match list that I have a total of 8000 matches of which 3422 are paternal, 1517 are maternal and 3 match on both sides. Full siblings, their (and my) children and their descendants will always match on both sides. People with endogamy across both parents may have several matches on both sides.

If your relevant parent has tested, always work from their test.

Because we are searching for the maternal grandfather, in this case, we can ignore all tests that are bucketed as paternal matches.

Given that we are searching for my maternal grandfather, I probably have not been able to link as many maternal matches, other than possibly ones from my maternal grandmother. This means that the maternal grandfather’s matches are not bucketed because there are no identified matches to link on that side of my tree.

If you sort by maternal and paternal tabs, you’ll miss people who aren’t bucketed, meaning they have no maternal or paternal icon, so I recommend simply scanning down the list and processing maternal matches and non-bucketed matches.

By being able to confidently ignore paternally bucketed matches and only processing maternal and non-assigned matches, this is equivalent to processing the first 48 total matches. If I were to only look at the first 15 matches, 12 were paternal and only 3 are maternal.

Using bucketing at FamilyTreeDNA is very efficient and saves a lot of work.

Omitting paternal matches also means we are including smaller matches which could potentially be from common ancestors further back in the tree. Or, they could be younger testers. Or simply smaller by the randomness of recombination.

FamilyTreeDNA is a goldmine, with 16 of 20 maternal matches being from the unknown maternal grandfather.

Next, let’s see what’s waiting at MyHeritage.

MyHeritage

MyHeritage is particularly useful if your lineage happens to be from Europe. Of course, if you’re searching for an unknown person, you probably have no idea where they or their ancestors are from. Two of my best matches first appeared at MyHeritage.

Of course, your matches with people who descend from your unknown maternal grandfather won’t have any Theories of Family Relativity, as that tool is based on BOTH a DNA match plus a tree or document match. However, Theories is wonderful to group your matches to your other three grandparents.

MyHeritage provides a great deal of information for each match, including common surnames with your tree. If you recognize the surnames (and shared matches) as paternal or maternal, then you can assign the match. However, the matches you’re most interested in are the highest matches without any surnames in common with you – which likely point to the missing maternal grandfather.

However, those people may, and probably do, have surnames in common with each other.

Of the matches who aren’t attributed to the other three grandparents, the name Ferverda arises again and again. So does Miller, which suggests the grandparent or great-grandparent couple may well be Ferverda/Miller.

Let’s continue working through the process with our spreadsheet and see what we can discover about those surnames.

Our 60 Results

Of the 60 total results, 15 from each vendor, a total of 24 cannot be assigned to other columns through bucketing or shared matches, so are associated with the maternal grandfather. Of course, Michael who descends from both of my maternal grandparents won’t be helpful initially.

Cheryl, Donald and Michael are duplicates at different vendors, but the rest are not.

Of the relevant matches, the majority, 12 are from FamilyTreeDNA, four each are from Ancestry and MyHeritage, and three are from 23andMe.

Of the names provided in the surname fields of matches, in matches’ trees in the first few generations, and the testers’ surnames, Ferverda is repeated 12 times, for 50% of the time. Miller is repeated 9 times, so it’s likely that either of those are the missing grandfather’s surname. Of course, if we had Y-DNA, we’d know the answer to that immediately.

Comparing trees of my matches, we find John Ferverda as the common ancestor between two different matches. John is the son of Hiram Ferverda and Eva Miller who are found in several trees.

That’s a great hint. But is this the breakthrough I need?

What’s Next?

The next step is to look for connections between the maternal grandmother, Edith Lore, who is known in our example, and a Ferverda male. He is probably one of the sons of Hiram Ferverda and Eva Miller. Do they lived in the same area? In close proximity? Do they attend the same church or school? Are they neighbors or live close to the family or some of their relatives? Does she have connections with Ferverda family members? We are narrowing in.

Some of Hiram and Eva’s sons might be able to be eliminated based on age or other factors, or at least be less likely candidates. Any of their children who had moved out of state when the child was conceived would be less likely candidates. Age would be a factor, as would opportunity.

Target testing of the Ferverda sons’ children, or the descendants of their children would (probably) be able to pinpoint which of their sons is more closely related to me (or my mother) than the rest.

In our case, indeed, John Ferverda is the son we are searching for and his descendant, Michael is the highest match on the list. Cheryl and Donald descend from John’s brother, which eliminates him as a candidate. Another tester descends from a third Ferverda son, which eliminates that son as well.

Michael, my actual first cousin with a 755 cM match at one vendor, and 822 cM at a second vendor, is shown by the MyHeritage cM Explainer with an 88% probability that he is my first cousin.

However, when I’m trying to identify the maternal grandfather, which is half of that couple, I need to focus one generation further back in time to eliminate other candidates.

The second and third closest matches are both Donald at 395 cM and Cheryl at 467 cM who also share the same Ferverda/Miller lineage and are the children of my maternal grandfather’s brother.

On the spreadsheet, I need to look at the trees of people who have both Ferverda and Miller, which brought me to both Cheryl and Donald, then Michael, which allowed me to identify John Ferverda, unquestionably, as my grandfather based on the cM match amounts.

Cheryl and Donald, who are confirmed full siblings, and my mother either have to be first cousins, or half siblings. Their match with mother is NOT in the half-sibling range for one sibling, and on the lower edge with the other. Mother also matches Michael as a nephew, not more distantly as she would if he were a first cousin once removed (1C1R) instead of a nephew.

Evaluating these matches combined confirms that my maternal grandfather is indeed John Ferverda.

What About X DNA?

The X chromosome has a unique inheritance path which is sometimes helpful in this circumstance, especially to males.

Women inherit an X chromosome from both parents, but males inherit an X chromosome from ONLY their mother. A male inherits a Y chromosome from his father which is what makes him male. Women inherit two X chromosomes, one from each parent, and no Y, which is what makes them female.

Therefore, if you are a male and are struggling with which side of your tree matches are associated with, the X chromosome may be of help.

Your mother passed her X chromosome to you, which could be:

  • Her entire maternal X, meaning your maternal grandmother’s X chromosome
  • Her entire paternal X, meaning your maternal grandfather’s X chromosome (which descends from his mother)
  • Some combination of your maternal grandmother and maternal grandfather’s chromosomes

One thing we know positively is that a male’s X matches are ALWAYS from their maternal side only, so that should help when dividing a male’s matches maternally or paternally. Note – be aware of potential pedigree collapse, endogamy and identical-by-chance matches if it looks like a male has a X match on his father’s side.

Unfortunately, the X chromosome cannot assist females in the same way, because females inherit an X from both parents. Therefore, they can match people in the same was as a male, but also in additional ways.

  • Females will match their paternal grandmother on her entire X chromosome, and will match one or both of their maternal grandparents on the X chromosome.
  • Females will NEVER match their paternal grandfather’s X chromosome because their father did not inherit an X chromosome from his father.
  • Males will match one or both of their maternal grandparents on their X chromosome.
  • Males will NEVER match their paternal grandparents, because males do not receive an X chromosome from their father.

The usefulness of X DNA matching depends on the inheritance path of both the tester AND their match.

When Can Y-DNA or Mitochondrial DNA Help with Grandparent Identification?

If you recall, I selected the maternal grandfather as the person to seek because no tester carries either the Y-DNA or mitochondrial DNA of their maternal grandfather. In other words, this was the most difficult identification, meaning that any of the other three grandparents would be, or at least could be, easier with the benefit of Y-DNA and/or mitochondrial DNA testing.

In addition to matching, both Y-DNA and mitochondrial DNA will provide testers with location origins, both continental and often much more specific locations based on where other testers and matches are from.

Y-DNA often provides a surname.

Let’s see how these tests, matches and results can assist us.

  • Paternal grandfather – If I was a male descended from John Ferverda paternally, I could have tested both my autosomal DNA PLUS my Y-DNA, which would have immediately revealed the Ferverda surname via Y-DNA. Two Ferverda men are shown in the Ferverda surname DNA project, above.

That revelation would have confirmed the Ferverda surname when combined with the high frequency of Ferverda found among autosomal matches on the spreadsheet.

  • Maternal grandmother – If we were searching for a maternal grandmother, both the male and female sibling testers (as shown in the pedigree chart) would have her mitochondrial DNA which could provide matches to relevant descendants. Mitochondrial DNA at both FamilyTreeDNA and 23andMe could also eliminate anyone who does not match on a common haplogroup, when comparing 23andMe results to 23andMe results, and FamilyTreeDNA to FamilyTreeDNA results at the same level.

At 23andMe, only base level haplogroups are provided, but they are enough to rule out a direct matrilineal line ancestor.

At FamilyTreeDNA, the earlier HVR1 and HVR2 tests provide base level haplogroups, while full sequence testing provides granular, specific haplogroups. Full sequence is the recommended testing level.

  • Paternal grandmother – If we were searching for a paternal grandmother, testers would, of course, need either their father to test his mitochondrial DNA, or for one of his siblings to test which could be used in the same way as described for maternal grandmother matching.

Summary

Successfully identifying a grandparent is dependent on many factors. Before you make that identification, it’s very difficult to know which are more or less important.

For example, if the grandparent is from a part of the world with few testers, you will have far fewer matches, potentially, than other lines from more highly tested regions. In my case, two of my four grandparents’ families, including Ferverda, immigrated in the 1850s, so they had fewer matches than families that have been producing large families in the US for generations.

Endogamy may be a factor.

Family size in past and current generations may be a factor.

Simple luck may be a factor.

Therefore, it’s always wise to test your DNA, and that of your parents and close relatives if possible, and upload to all of the autosomal databases. Then construct an analysis plan based on:

  • How you descend from the grandparent in question, meaning do you carry their X DNA, Y-DNA or mitochondrial DNA.
  • Who else is available to test their autosomal DNA to assist with shared matches and the process of elimination.
  • Who else is available to test for Y-DNA and/or mitochondrial DNA of the ancestor in question.

If you don’t find the answer initially, schedule a revisit of your matches periodically and update your spreadsheet. Sometimes DNA and genealogy is a waiting same.

Just remember, luck always favors the prepared!

Resources

You may find the following resource articles beneficial in addition to the links provided throughout this article.

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RootsTech 2023 – Truly United

Finally, finally, we were on our way, winging our way across the world from near and far – flying and motoring into snowy Salt Lake City for RootsTech. It seemed like we had been preparing forever, and Murphy visited many of us as gremlins trying to keep us away – but we persevered, and Murphy’s ploy just didn’t work.

Grab a cup of your favorite beverage, because you’re going to RootsTech with me!

I started out very early in dense fog which was a precursor to a nightmare at the airport. We didn’t know that yet, and the sun emerged beautifully as we were on our way.

Utah was blanketed with snow a few days before our arrival. We were hoping for no more snow.

The snow cover made for stunningly beautiful photos from the air.

The Kennecott Copper Mine outside Salt Lake City is three miles wide, nearly a mile deep and looked very interesting and beautiful laced with snow. These terraces are actually roughly 500 miles of dirt road. This used to be a mountain that was 8400 feet in elevation.

During the flight, I read about my ancestor, Stephen Hopkins and couldn’t help but think about how shocked he would have been that I flew across the country some 413 years after he was shipwrecked in Bermuda on the way to Jamestown, eventually lived in Jamestown for 4 years, sailed back to England, remarried, then arrived on the Mayflower in Plymouth Colony.

His ships and mine were very, very different.

FamilySearch Library

Some of us arrived early for research or meetings, or both.

FamilySearch took the opportunity presented during the Covid shutdown to remodel and upgrade the facilities significantly. The new library is both beautiful and super-functional.

The workstations now have three monitors.

There’s a lovely new break room with vending machines, tables, and a fridge.

To put things in perspective, the break room is larger than the preserved pioneer cabin that stands beside the library.

I’m struck by the contrast of the small cabin standing beside the FamilySearch library at left, and museum at right, and just a block away from skyscrapers.

Rather than leave and waste valuable research time, we had a picnic lunch in the break room.

I went to Salt Lake City early to visit the FamilySearch Library and attempt to break down a brick wall. I think I might have done that. We will see.

Other researchers did the same thing, and you can view a special GenFriends episode, here, hosted by Cheryl Hudson Passey, where several of us shared our excitement about our research, discoveries and simply gathering together again.

I was very excited to meet my cousin, Audrey Hill, for the first time in person, at the library. We’ve been collaborating for several months on our John Hill (1737-1805) and Catherine Mitchell (1738-1827) line. She’s already following up on a lead I never did (my bad.) Go Audrey!!

I spent two days perusing book after book after book in the Virginia and Maryland counties where my Dobkins and Johnson ancestors were known to have lived, then moved to the historically adjacent counties.

I was incredibly discouraged, but on the evening of the second day, back at my hotel again, I reviewed all of the library resources and noticed that I had missed one book that was shelved elsewhere.

Glory be, I *think* I’ve found him and his family.

My Peter Johnson line’s Y-DNA matches the Jochimsson (Yocum) line, so I have a LOT of work to do. But now at least I know where to dig!

I needed this entire book, not just a few pages.

Fortunately for me, Jim volunteered to scan the entire book at one of the new book-scanning stations.

I’m SOOO excited.

RootsTech and the FamilySearch library ran golf carts back and forth between the facilities throughout the conference.

Decisions, decisions.

Well, if you can’t decide, just go to the chocolate shop to think things over😊

The Night Before

Preconference events began on Wednesday evening with the media dinner which allows us to understand the layout, when to be someplace, and where that place might be. It also allows provides accurate information to pass on to you.

Of course, many of us have known each other for years. As the first event of RootsTech, after three years of being apart, it felt like one huge family reunion with everyone catching up. So many hugs!!!

And selfies.

It was wonderful to see Marie Cappart again. I’ll never forget walking down the street in Amsterdam with two friends and hearing someone shouting my name from some distance away. I turned around and there was Marie, running toward me, arms outstretched. What are the chances??

The influencers and media were treated to a tour of the show floor after setup was supposed to be complete.

Finishing touches were being put on the Expo Hall and booths. I guess I never realized how large these booths are and that they actually have to be “constructed”.

The next morning, the show would open and thousands of excited genealogists would descend on the Salt Palace for the next three days.

RootsTech Opens

Finally, the Salt Palace, with its legendary signs outside, was ready to receive genealogy guests.

Everyone was so happy to see each other again. My friends, Janna Helstein, Schelly Taladay Dardashti and Daniel Horowitz with MyHeritage photobombing the group. This was the best of several photos because we were all joyfully laughing so hard.

The absolute best part of RootsTech 2023 was seeing people again, in person. Zoom and similar platforms have been sanity-saving for the past three years – but they aren’t people.

Humans are, I think, wired for connection to each other.

I’ve worked “home office” for decades now, but not without regular contact with others.

The classes were great and there was a lot that was wonderful at RootsTech – but hands down, the best part was hugging so many people.

In case you aren’t aware, genealogists are huggers.

If someone were to have followed me around taking photos, there would have been hundreds of hugs. And I don’t mean polite greeting distant hugs. I mean the “OMG I haven’t seen you in a lifetime and everyone was concerned we might never see each other again” holding tight, never-letting-go hugs.

Mags Gaulden and I spotted each other in front of the WikiTree booth, and some kind soul took our picture. I tried to do a nice thing for her and made DNA masks, not remembering that she was allergic to my cat assistants. Thank goodness Mags realized it quickly enough to remove the masks before they had the opposite of the intended effect. I really do not want to be listed in her obituary! “Cause of death: Roberta’s masks.”

Tears streamed down people’s faces as they saw each other, especially that first day. And I don’t mean because of cat hair, either.

There were thousands of selfies joyfully taken. Lots of “blooper” ones too, but just the giddiness of being together again was intoxicating and overshadowed the challenges of the past few years. For a minute, or a few, everyone could just forget about everything else and enjoy our three-day adrenaline high.

And of course, sometimes things change, and many people weren’t there, for a variety of reasons. I missed so many people and there was more than one moment of silence.

Attendance

Here’s the RootsTech Expo Hall from the second floor. It felt like “coming home” after a long absence.

I was standing inside when the doors opened on the first day. People were waiting, but not the mob like past years.

In a Zoom call with RootsTech staff a week or ten days before the conference, they said they had 6000 paid admissions at that time, and a week or so later, they said they were anticipating the same number of attendees as 2020 which was about three times that number.

That number was clearly aspirational, but it didn’t happen.

I’ve been attending RootsTech since 2018, and the actual in-person attendance, based on observation, was lower than it has been since I’ve been attending. Of course, while we may be getting used to Covid, it’s not over and still a significant concern to many. I had my doubts.

Now that I’ve said that about attendance, let me expand. There were over a million registered online for the virtual sessions PLUS the livestreamed sessions that were held in person as well. I don’t know how many more than a million attended, but that number will only grow because those sessions remain available for viewing after RootsTech. In other words, Rootstech sessions have become a library which you can find and enjoy, here.

Clearly, more people in total were reached in 2023 than in 2020.

Questions for Attendees

This year, I had three in-person classes, and no virtual classes. All three were well-attended.

I don’t know how many people attended my sessions, but I know I took about 2000 DNAeXplain ribbons that were passed out to attendees at the exit doors of my classes if they wanted them for their RootsTech badges. I brought home maybe 100.

After everything is set up for the session (thank you Jim,) I always chat with the people in my sessions that show up early. There’s no reason not to have a little fun for everyone.

My first session was at 9:30 the first day, right after the conference opened at 9. I was passing out ribbons personally to people who were early and I saw the confused looks. So I demonstrated what to do with the ribbons with my own badge.

Ribbons on badges are a RootsTech staple, and it’s the only conference I’ve ever attended with that tradition. I realized, based on the confused looks, that we had several first-time attendees.

I was so excited to welcome people at the beginning of my first session, back to in-person genealogy, and that feeling was palpable throughout the room and the conference as a whole.

How Many First-Time Attendees?

When my session started, I asked how many people were attending RootsTech for the first time, and I was very surprised to discover that roughly half the room raised their hands.

Half!!!

That’s HUGE. No wonder there were so many confused looks about the ribbons.

My three sessions, in order, were:

  • DNA for Native American Genealogy: 10 Ways to Find Your Native American Ancestors
  • DNA Journey – Follow Your Ancestors Path
  • Big Y for the Win

I mention this because of the next questions I asked.

Who Has Taken a DNA Test for Genealogy?

In the first session, “DNA for Native American Genealogy,” I asked who had taken a DNA test, and more than half raised their hands, but several had not. Frankly, that surprised me given how long DNA testing has been available now. I talked to people afterwards, and the common thread for those who had not seemed to be:

  • They didn’t know which vendor or which DNA test to take for this purpose.
  • They thought the ancestor was too far back in time and they would not have any Native results. In my session, I talked about testing the older generations and your cousins. Also, that you don’t know what you don’t know. I asked how many people would purchase a book if they thought the answer to that question even MIGHT be inside, and every single person raised their hand.

I also pointed people to the Native section on my blog, to my book, DNA for Native American Genealogy, and to my second blog focused entirely on early Native American records, www.nativeheritageproject.com.

In the second class, “DNA Journey – Follow Your Ancestor’s Path,” probably three fourths of the class had taken a DNA test. That session was really fun. I used several case studies to illustrate how different kinds of DNA have broken down brick walls AND showed me exactly, and I mean literally exactly where my ancestors were from. I used Y-DNA, mitochondrial DNA and autosomal to accomplish this. Who among you DOESN’T want to stand where your ancestors stood?

Yep, we all do.

I think it was in the second class that I asked a question about how many people had taken the three different types of tests, and here’s the breakdown:

  • Who has taken a DNA test? – The majority of the room
  • Who has taken an autosomal test – It looked to be the same number of people as above
  • Who has taken (or sponsored) a Y-DNA test – Maybe 10% of the room
  • Who has taken a mitochondrial DNA test – A scattering of people

As genealogists, we need to do more Y-DNA and mitochondrial DNA testing, because we don’t know what we don’t know and may well be missing.

In the third class, “Big Y for the Win,” which included both Y-DNA STR testing and the Big Y-700, comparing and contrasting the tests, how to use them, and why the Big Y provides significant advantages, most of the people had taken some type of DNA test.

The second question I asked in the Big Y class was how many people had taken or sponsored a Big Y test, and significantly more than half had, which is what I would have expected.

However, given the session topic, I was surprised to learn that few had used the new, free, Discover Tools, or the recently released Group Time Tree. Both were developed and created by FamilyTreeDNA to maximize the usefulness of Y-DNA haplogroups, and they are amazing.

How Many People Have Tested?

As part of the information that I gathered during the conference, Ancestry has tested 23 million people and MyHeritage 6.5 million. I don’t have a current number for FamilyTreeDNA or 23andMe, but the last numbers I heard some months ago were 2 and 5 million, respectively.

There are clearly more (and new) people who are interested in genealogy and are still DNA testing candidates – especially Y-DNA and mitochondrial DNA which have separate inheritance paths, providing additional and unique benefits as compared to autosomal tests.

Keynotes

The keynote sessions were livestreamed, so you can still view them here. Be sure to watch Steve Rockwood’s welcome. He may be the CEO, but he’s an exceptionally caring, inspirational and humble, man.

I attended two of three keynote sessions. Each keynote session actually included three speakers, which was initially confusing.

Steve Rockwood’s message is that “All Means All” – everyone is included. He also thanked and encouraged people to not be further divisive during this difficult time, and instead to choose inclusion.

Steve asked several questions and in answer to his queries, attendees were encouraged to hold up their phones with their flashlight on. As you can see, the entire huge room is filled with light – our light. One at a time. We can all be the light. You can hear Steve’s message for yourself, here.

Another session I enjoyed immensely was Jordin Sparks, the youngest ever American Idol winner. I’ve been in concert venues that were smaller, so it was a real treat to enjoy this inspirational story plus four of her amazing songs.

I really encourage you to watch this video, especially if you love music. Even Jordin’s guitarist was wiping his eyes!

She literally played to a packed house and I don’t think there was a dry eye anyplace.

Jordin has an incredible voice and an inspirational story. Do yourself a favor and listen, here.

MyHeritage Keynote and Announcements

Aaron Godfrey, VP of Marketing with MyHeritage announced new products and initiatives during the keynote on day 2.

The new Photo Dater app, available soon, will estimate when a photo was taken based on clothes, hairstyles and other items in the photo.

Additionally, Aaron announced the cM Explainer, a wonderful new tool which predicts relationship estimates between DNA matches and includes the ages of the testers, among other factors. cM Explainer is incorporated into your DNA matches at MyHeritage in addition to being independently available for free, here.

I’ll be reviewing this new feature in an article, soon.

In another surprise, Aaron announced that MyHeritage has donated another 5000 kits to DNA Quest, for adoptees, here.

MyHeritage also introduced color coding for family trees, here. If you’re a MyHeritage user, this feature is already available for you on your tree, so check it out.

MyHeritage takes the “most new announcements at RootsTech” award with these new features.

Vendor Booth Sessions

Truth be told, I didn’t even get to visit all of the various booths. I meant to, but it just didn’t happen.

At least two vendors offered sessions throughout all three days. There were probably others, but between my three RootsTech sessions, three booth sessions and the book signing, in addition to keynotes, meetings and interviews, I just wasn’t able to attend many booth sessions.

The ones I did attend were wonderful. I focused on DNA, of course. Let’s start with FamilyTreeDNA.

Sherman McRae presented “Unexpected Y-DNA Results” in the FamilyTreeDNA booth where he’s showing how to utilize the Y-DNA Time Tree in the Discover tool, and the Group Time Tree.

You can view Sherman’s main session, Connect the Forefathers, here.

You just never know when a pilgrim is going to show up for your session.

Janine Cloud, an enrolled Cherokee tribal member and manager of Group Projects at FamilyTreeDNA discussed Y-DNA, mitochondrial and autosomal avenues to prove Native ancestors using DNA, using her own Cherokee ancestors as an example.

Dr Paul Maier, Population Geneticist, Goran Runfeldt, Head of Research and Michael Sager, Phylogeneticist answer questions about Y-DNA in the AMA (Ask Me Anything) session.

Paul and Goran also hosted an AMA for mitochondrial DNA as well, an often overlooked but valuable resource.

In addition to the Native American AMA session for FamilyTreeDNA which I gave with Janine, I gave two booth presentations for MyHeritage, “Time Travel with Your Ancestors” and “AutoClusters for the Win,” both of which were recorded meaning you  just might see them in the future.

The Time Travel session utilized the MyHeritage AI tools to see what my ancestors who came from specific regions or cultures might have looked like in that time and place. In the slide above the AI photo of my grandmother is combined with the document and with the Genetic Group that incorporates that part of Germany.

I combined the AI images with MyHeritage records that link those ancestors to a specific location, showing the predicted ethnicity, genetic groups when applicable, and then the actual location – some of which I’ve visited. My ancestor owned that windmill in the Netherlands, above. Combining these tools is so much FUN. My heritage provided the AI photos, records and ethnicity. I’m the one who did the traveling, of course, but in this way, time travel is possible!

I really enjoyed using this story-telling methodology that incorporates all 4 types of genealogy research and clues.

In the AutoClusters for the Win session in the MyHeritage booth, I discussed how I utilized AutoClusters to solve an adoption case in my own family, and how you can use this very powerful tool as well. The methodology I used works equally as well for genealogy mysteries.

In another MyHeritage booth presentation, Janna Helshtein told an amazing and moving story about her grandparents, their escape from the Holocaust, move to Israel, and more – in their own “voices” using MyHeritage’s Deep Story.

We all sat spellbound.

Janna also offers a free guide on how she created and integrated the Deep Story verbiage that her grandparents “spoke.” It was actually quite easy.

There was more to Janna’s story, but I don’t want to spoil it for you.

I believe MyHeritage intends to make their booth sessions available through social media.

Here, Janna and I are celebrating with a quick picnic style lunch after her presentation. She truly knocked it out of the park.

Shifting Attendance

I’m sharing my opinion here, and not anything a RootsTech spokesperson told me.

I was surprised that the in-person attendance was down as much as it was, truthfully. I think in-person was down by either half or maybe even two-thirds. Some decline wouldn’t have surprised me, but this much was sobering.

I was also VERY surprised that roughly half of the attendees were new. And that number could have actually been higher. That’s a good thing, meaning new people are being attracted to genealogy.

These two things, together, suggest the following to me:

  • The passing of time, Covid, and aging-out of some people caused some decline. I know several people who passed away during the past three years, not to mention those whose lives changed dramatically due to their partner’s illness, passing or life circumstances. Several people lost jobs or moved, or both, or are in that process now.
  • Now let’s flip this and say that the virtual and FREE capability for much of RootsTech made the conference accessible and available to many who could not attend in person. For that, I’m very grateful. I have a friend who has been very ill and participated by taking selfies of herself with the livestreamed sessions on her monitor behind her. She posted her photos on social media to be with us. That warmed my heart so much.
  • I think that the reason there were so many new people was because they were able to attend virtually during 2021 and 2022. Essentially this means that while virtual RootsTech was challenging for everyone on the behind-the-scenes production side, to put it mildly, it served to recruit many new genealogists who would not have participated in person had they not previously attended online.

Based on discussions at the media dinner table, and other statements by Steve Rockwood, CEO of FamilySearch, FamilySearch, including RootsTech, is reaching out to young people and to other areas of the world as well.

According to Steve, who, by the way, turns out to be my 11th cousin according to Relatives at RootsTech and the FamilySearch Tree, RootsTech will forever be a blended conference event.

This year, in addition to the local emcee, there were 15 people in other countries hosting in their locations, times and in their native languages.

This year there were 304 virtual classes, 205 in person, and some of those were streamed online as well.

Don’t forget that Relatives at RootsTech is still available through March 31st and you can contact cousins to collaborate. Some may represent Y-DNA or mitochondrial DNA testing lines that you need for matching and to complete your tree.

Vendors

That brings me to the topic of vendors.

Three of the four major DNA vendors were present, meaning Ancestry, FamilyTreeDNA and MyHeritage. 23andMe was absent in 2020 and again this year. Their last DNA innovation was their genetic tree in September of 2019.

Many of the smaller vendors were not in attendance. I had made friends with several of the Mom and Pop vendors and almost none of them were there this year, nor were many of the organizations and smaller companies. I spoke with several people and they said, almost universally, that the cost of the virtual booths over the past two years, the work involved, and the fact that those virtual booths did not generate many sales, not even equal to the amount of the booth rent, had soured the experience.

Not only are conference booths very expensive, so is the invested labor and time. For those of you who don’t know, booth rent is only a part of it. You want carpet? That’s more. A chair? That’s more. Two chairs? More. A trash basket? More. Oh, you need wireless to handle sales? LOTS more.

I’d say that the Expo Hall was only half to one third of the size it had been previously. Mind you, it’s still huge, especially compared to many other conferences, but I missed seeing many of my favorite vendors.

For example, neither Genealogical.com nor Deseret Books were there this year, so there was no bookstore, and neither were many of the fun t-shirt vendors or others that sold jewelry or genealogy-related merchandise.

I hope that FamilySearch will put their creative caps on and perhaps reach out to their vendors, both past and current, and figure out a way to make RootsTech vendors attractive to the online crowd. Perhaps a “search” game where you have to visit vendor booths to find items. Maybe there could be some permanent online stores as well.

There were fewer food vendors too, but in case anyone was wondering, I could still smell cinnamon-almonds throughout the facility😊

I did run into some of my long-time vendor friends.

My friend Jessica Taylor with Legacy Tree Genealogists. I regularly refer people seeking genealogists who understand both genealogy and DNA to Legacy Tree Genealogists.

I don’t need to tell you how much I love DNAPainter and it was great to see Jonny Perl and Patricia Coleman in the DNAPainter booth.

I feel kind of bad because I obviously caught Rob Warthen and Carol Carman by surprise in the East Coast Genetic Genealogy Conference booth, but it’s the only photo I have of their booth.

Last fall’s ECGGC conference was very successful and I’m planning to speak in person this year, in Baltimore, October 6-8, 2023. Save the date. Last year was the first year and it was wonderful.

My Book Signing

FamilyTreeDNA was kind enough to host my book signing for DNA for Native American Genealogy in conjunction with the Native American Ask Me Anything session. Many thanks to Joe Brickey for her help with this event as well.

After the AMA session, which was the final event of Saturday, just before closing, we took a group picture with the FamilyTreeDNA team, or at least the staff members in the booth at that time.

I did learn that perhaps the last thing Saturday might not be the best time for a book signing, because lots of people leave on Friday night. On the other hand, on Saturday, admission to the conference is free, at least to the show floor, with lots of children’s activities and programs for LDS families. Saturday is always very busy in terms of traffic, with sometimes more Saturday visitors than paying conference attendees. It will be interesting to see final RootsTech conference numbers.

The Thank You That Made My Day!!!

One lovely lady, Charis, came up to me after my first session and explained that she saw an ad for RootsTech. She decided she needed to purchase a ticket and attend. She had never heard of me, but she is very focused on documenting her Native ancestry. She sat in the front row in my first session and paid rapt attention. (Speakers do notice, in case you wondered.)

Charis came up to me afterwards and told me that this class alone was worth her registration fee.

She made my day, but I thought to myself that she would attend other sessions that she would find equally as valuable. After all, the conference was just beginning. She found me the next day and repeated what she had said. On day 3, she attended the Ask Me Anything session, arriving early. She said the said the same thing, AGAIN, and I asked if we could take a picture together. As presenters, we take our time, spend our money to attend these conferences, and invest the effort because we want to help people.

People like Charis make this all worthwhile.

Sweetness Personified

I’m sorry, I just can’t resist sharing the sweetest picture series ever.

In 2020, I met my cousin, Heidi Campbell and her baby at RootsTech. Three years later, I saw Heidi again, with a beautiful new addition to the family.

I just can’t tell you how wonderful it was to hold this baby. The last baby I held was Heidi’s little one, three years ago. The look on Heidi’s face is priceless too when he’s reaching for my glasses. He had the biggest smile EVER on his face and he’s booping noses with me. We had so much fun.

My heart just melted into a huge puddle. I so much wish they lived close so I could “grandma.” Thank you, Heidi, for sharing your sunshine with me.

Rolling Up the Sidewalks

On Saturday, literally at one minute after 3 when the conference closed, the workers at the Salt Palace started rolling up the sidewalks, or in this case, the carpets.

It’s a wrap!!!

Afterglow

At the Salt Lake City airport, I ran into two people and had the opportunity to talk to them again and hug goodbye once more. You’d think we would all have had enough of genealogy, but not a chance. More hugs, gratitude for togetherness, and anticipation for next year.

Winging my way home again, having walked about 6 miles each day, according to Fitbit, I was tired, desperately tired, and my everything hurt. However, I was also incredibly fulfilled to have connected again with old friends and met so many new people that I now look forward to seeing again. We are very fortunate to be members of such a wonderful, diverse and universal community.

I couldn’t help but think, as we crossed the winding Mississippi River, how fortunate we are that we have “time travel” in this way. I’m also struck with how many different ways we have to time travel, with Y-DNA and mitochondrial DNA at FamilyTreeDNA, autosomal testing and ethnicity at various vendors, and actual historical records that are becoming ever-more available remotely.

Using artificial intelligence, we can “see” our ancestor’s heritage in our own faces, or, in this case, the face of my grandfather using the MyHeritage AI Time Machine.

Using our DNA, we can identify the parts of those ancestors that we carry today, reaching back in time several generations with autosomal DNA. In addition to autosomal, both Y-DNA and mitochondrial DNA provide close matches and reach back in time, focused on one specific line, providing insights for millennia.

Time travel, truly reimagined.

There are so many ways to discover and connect with our ancestors available to us today. If we don’t carry the DNA of ancestors a few generations upstream, perhaps selected cousins do. We have several tools and databases at our disposal to find testers.

The DNA of our ancestors can and does actually lead us home, to them and, sometimes, exactly where they lived, as I illustrated with several case studies in my presentation, “Follow Your Ancestors Path.” Today, these options are available to everyone.

RootsTech is in the history books for another year, with new friendships made and old ones renewed. Indeed, we were finally reunited with each other, and introduced to cousins we had never met before. We shared tools, methodologies and information to identify our ancestors. We all left fervently hoping to be reunited again next year.

Please enjoy the amazing RootsTech musical finale here.

_____________________________________________________________

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