Getting Ready for RootsTech 2026

RootsTech, March 5-7, 2026, will be here before you know it. Behind the scenes, people are scurrying around like crazy!

Let’s take a peek!

You’d Think January Would Be Quiet…

January seems like it would be a quiet, “down” time, after the holidays, but for many of us, it’s not. It would seem like the holidays would be a time to relax and catch up, but I always get further behind and face a ton of emails in January. (I’m still very behind with those.)

No small part of my January issue is self-imposed, though not all of it.

Let me explain.

  • I’ve always strived for one industry or technical blog article each week. Something about a tool, a product, a how-to article, industry news, something useful and educational. I can’t write an article without using and understanding the tools, so these articles take a substantial amount of time to prepare.
  • I also strive for one “52 Ancestors” article each week, typically published on the weekend. While these articles reconstruct the lives of my ancestors, they include a great deal of genealogy research, instructional content, and a substantial amount of history that affected the lives of anyone who lived in that location or during that time. While the topic is my ancestor, these articles are useful far beyond my own genealogy.

As an aside, many people read these articles as a short-story series. Working on each article draws me close to each ancestor individually. I literally walk through their life beside them – joys, sorrows, deaths, where they lived, what was happening around them – birth to burial.

  • Of course, then there’s “everything else.” Other articles, interviews, my contractual work, collaborating with others, and of course, some smidgen of personal time.

January is Different

But the reason January is different, on steroids, is threefold:

  • It’s the month that speakers begin planning and preparing for sessions they will be giving during the rest of the year.
  • For US business owners, it’s when we begin gathering the information for business taxes, which are due March 15th, a week after RootsTech, which means that we have to get the information to our preparer long before RootsTech. I’m not exaggerating to say this is one of my LEAST favorite activities ever.
  • However, the third challenge is RootsTech itself.

RootsTech 2026

RootsTech, held March 5-7 this year in Salt Lake City, is the granddaddy of all genealogy conferences. I’m fortunate to be able to attend and present – and I’m grateful for that opportunity. But there’s a huge amount of prep, and while some of it happens in December, most of it falls in January.

I’m often asked about what it takes to create a presentation, or put more bluntly, “Why does it take so long? All you have to do is throw together a few Powerpoints.” So, here’s the backstory.

I can’t speak for other presenters, but every 45-minute presentation that I create takes about a week.

If you’re stunned, every one of my slides includes images and often graphics that I create. The slide content needs to be balanced, readable, and not distracting form the point I’m trying to make. It needs to flow smoothly from the prior slide, and to the next one.

It goes without saying that I have to verify everything, sometimes with a vendor, sometimes making sure features still work the way I think they do, or did, the logic is accurate, and that any math maths.

Many screenshots used for articles and presentations need to be blurred, and I need to be sure I don’t accidentally compromise someone’s privacy.

It seems there are 1000 little things. Ok, so maybe only 100!

Syllabus: Oh, you want a syllabus too? Well, that’s another document which often has to be formatted in a specific way, and must be between x and y pages long. Some requirements for different conferences are very specific, down to the font.

The presentation must “fit” into its allocated time, say, generally 45 or 50 minutes, without me talking at 150 MPH with the audience feeling rushed, and provide enough information to be both useful and entertaining. This means that presenters must practice, refine, practice. You get the drift.

Additionally, when working in a tech field, like DNA, vendors change things, often, and you need to review your presentation just before the conference to be sure the screenshots and information are still current. Speakers watch every announcement between presentation creation and the conference with an eye to changes. I swear, it never fails that the night before, I’m always trying to update my presentation because a vendor updated their website. One time it was literally at the podium. That was way too close for comfort.

RootsTech must manage and coordinate hundreds of presenters, their presentations and syllabi, lots of technology, and massive logistics. In order to do so:

  • Pre-recorded sessions are due to RootsTech at the end of December.
  • For other speakers, copies of their PowerPoint presentations and syllabi are due by January 25th so RootsTech can review, check for any issues, and make any last-minute changes. (Hint – you may not see another blog article for the next 10 days.)

All things considered, RootsTech does a great job, but last-minute schedule changes do occur, so be sure to check your planned schedule closer to and daily during RootsTech.

My 2026 RootsTech Sessions

Pre-Recorded Session:

  • X-DNA Basics for Genealogists, a recorded session that will be available in the FamilyTreeDNA virtual booth, which means that everyone will be able to watch. The great news is that the vendor booths and their contents will be visible in the Expo Hall, both in person and virtually, entirely free. You don’t need to register to attend RootsTech to view the vendor booths, but there’s no reason not to, because online registration is free.

Live-Streamed Session:

  • I’ll be presenting Mapping Maternal Connections: Where Science Meets Genealogy on the Updated mtDNA Tree of Humankind for FamilyTreeDNA as a member of the R&D team that developed the new Mitotree. This will be a fun session that explains why mitochondrial DNA matters, covers the latest update, and how the new Mitotree, along with Discover, provides genealogists with new tools to break through brick walls.

The date and time for this session have not yet been confirmed, so check the schedule moving forward.

You must register for RootsTech Online to access live-streamed sessions remotely. They are added to the RootsTech on-demand library for later viewing.

In-Person Sessions

I’m fortunate to have two in-person sessions this year. Neither are being live-streamed or recorded, so I hope to see you in person.

  • Mitochondrial DNA to Z: My Results Are Back, Now What? Everyone is excited when their DNA test results are back, but what do you do next? How do you use them most effectively? What do those numbers means and why are they important? If these questions sound familiar, this is just the class for you. We will take results, step-by-step through all of the reports and tools and help you interpret what they mean and how to use them for genealogy using a case study.

This session is currently scheduled on March 5th, at 4:30 PM, Mountain Time. Please see the Schedule Warning section below.

  • Y-DNA to Z: My Results Are Back, Now What? Would you like to understand how to use your Y-DNA results for genealogy? What do those numbers mean and why are they important? This is just the class for you. We will take Y-DNA results, including the Big Y-700, step-by-step through all of the reports and tools and help you interpret what they mean and how to use them for genealogy. We’ll close with “next steps”, so you have a plan to understand your own Y-DNA message, PLUS how to create a genetic tree to reveal the messages from your other ancestors too. Females don’t have a Y chromosome, but we have fathers, brothers and male family members to test.

This session is currently scheduled on March 6th, at 3 PM, Mountain Time. Please see the Schedule Warning below.

Schedule Warning!!

When viewing sessions on the RootsTech website, the date and time displayed on your computer is the date and time that the event occurs USING YOUR LOCAL TIME!! The RootsTech website uses the time on your computer and adjusts the RootsTech session time displayed to your local time.

That’s fine if you’re attending online, but it’s NOT fine if you’re trying to plan an in-person schedule around travel time and other commitments.

For example, here’s the time displayed for my Y-DNA session. You can see that it says 5 PM, which is GMT-5, and that’s the time where I live, not in Salt Lake City which, during RootsTech, is GMT-7.

This session is NOT available virtually, so anyone who wants to attend will need to do so in person in Salt Lake City. However, the local time, in Salt Lake City, that this session will be taking place is 3 PM, not 5 PM.

In prior years, when I’ve scheduled these sessions in my phone, I wound up having to go back and change the time of every session after arriving in SLC – so that just adds to the confusion. Check your phone after arriving to be sure your sessions are shown in their correct time slot.

One more possible glitch this year is that Salt Lake City time changes at 2 AM on the day following RootsTech. Be sure to factor this time difference into your schedule if you’re planning to fly on Sunday, March 8, the day after RootsTech.

Bottom line – when planning your RootsTech events, be sure to calculate the local time and not your system time, unless you’ll be attending virtually. Also, be sure to check your schedule often in case either schedule or room changes have been made.

Register

Be sure to register for RootsTech. Online is free, and in-person only costs $129 for a 3-day pass, which is a great value for everything that’s offered.

When you register for RootsTech, you’ll be able to use their complimentary conference schedule planning feature which is infinitely helpful. If you’re planning to attend any session, adding it to your RootsTech calendar helps RootsTech with room size planning – getting the right speakers in the right rooms to properly accommodate the audience size.

If you have more questions, here’s the RootsTech FAQ.

Personal Note

On a personal note, RootsTech isn’t just a conference, it’s a clan gathering, a homecoming for genealogists where we meet and mingle with other genealogists. Where we find cousins, both new and old. It’s a place to bask in the genealogy glow with our peeps and discuss historical events, new technology, old maps and common ancestors. It’s a reunion, a place of excited greetings and infinite hugs.

Me with Mags Gaulden in 2018

I know this sounds sappy, but it’s absolutely true. It’s the only place many of us see each other. We have a great deal of fun and cherish every minute!

Come make some priceless memories.

I hope to see you there!

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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.

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

Thank you so much.

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Six Ways to Figure Out How We’re Related

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

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

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

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

Come along for a step-by-step guide!

Shared Matches

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

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

Bucketing and Sides

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

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

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

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

Surnames and Locations

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

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

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

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

X-DNA

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

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

Clustering Technology – AutoClusters, the Matrix and DNAPainter

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

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

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

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

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

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

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

Theories of Family Relativity and ThruLines

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

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

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

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

Bonus – Y-DNA and Mitochondrial DNA at FamilyTreeDNA

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

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

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

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

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

Tune In

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

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

You can watch the webinar, here.

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

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

Enjoy!

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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.

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FamilyTreeDNA Match Download Files are Back!

Such great news!

FamilyTreeDNA has resumed their match file downloads, making FamilyTreeDNA the ONLY major company that provides this important feature. You can now download a file of all of your matches and for autosomal DNA, where they match you on your chromosomes, a critical function for genealogists.

During the aftermath of the 23andMe data breach, at FamilyTreeDNA, you could still view each match individually and up to 7 selected matches together in the chromosome browser, but you could not download your entire match list.

Now, once again, you can!

How To Download Your Matches

To download either your full match list, or a filtered match list, sign on to your account and select matches.

Family Finder Autosomal Matches

Click on any image to enlarge

The Family Finder download option is located at the top of your match list, at far right.

You can download, or export, a CSV file of all of your matches or a select group of filtered matches.

I downloaded all of my matches and then immediately began catching up.

On my PC, I located the file under “downloads” in a file named with my kit number and date.

There’s a LOT of great information here, but let me point out perhaps the most important genealogical feature.

The Matching Bucket Column

The Matching Bucket column isn’t just an “estimate” or best guess of which parental side an individual is related to you on; it’s confirmed through triangulation.

When you link known relatives to their profile card in your tree, FamilyTreeDNA identifies triangulated segments and uses that information to assign matches either maternally, paternally, or both, depending on the matching segments found.

Additional columns reported are:

  • Full, first, middle, and last names or each match
  • Match Date
  • Relationship Range (based on estimates)
  • Shared DNA (in cMs)
  • Linked Relationship, based on where you linked the match in your tree
  • Ancestral Surnames, as entered in by your match
  • Y-DNA haplogroup for males, either Y-DNA tested directly or mid-range level haplogroup based on a Family Finder test
  • mtDNA Haplogroup
  • Notes that you’ve made on this match
  • Matching Bucket – maternal, paternal, or both
  • X-Match amount in cMs. Remember that X-matching is only shown if the person ALSO matches you on one of the other chromosomes as well. The interpretation of X-matching is somewhat different than other autosomal DNA due to a unique inheritance pattern, which means it can be very important. I discussed that in the article, X Chromosome Master Class and also in my book. FamilyTreeDNA is the only vendor that provides X-matching.
  • Autosomal Transfer – yes or no.

This information and these features, combined with shared matches, means that you can assign most of your autosomal matches either maternally or paternally, and often attribute descent from a particular ancestor or couple.

Download the Match Segment File

Additionally, you’ll need to download the match segment file from a separate location.

Under “Autosomal DNA Results and Tools,” click on “Chromosome Browser.

The chromosome browser will display showing all of your matches. Instead of selecting someone to compare, instead, click on “Download All Segments.”

On a PC, the resulting file can be found in downloads.

This file holds the results on every chromosome of each match. Many people will match you on multiple chromosome locations, so will be listed more than once.

I then sort, either by name, or by chromosome and location, depending on my goal.

This segment match file and the match information file should be used together to garner as much information as possible about each match and how you are related.

Y-DNA

The Y-DNA match list is available, too, and can be found at the right of the STR marker headings.

The Big-Y match download option is also to the right of the Big-Y matches tab.

Mitochondrial DNA

Mitochondrial DNA matches are also available but in a slightly different location than the Family Finder and Y-DNA.

The mitochondrial DNA match list download is found at the bottom of your match list, in the right corner.

Caution About Privacy

I want to remind everyone about privacy. You should never, ever, send your match list to someone else unless you know them well and are collaborating with them directly. For example, let’s say you’ve asked your sibling or cousin to test, and they have agreed. Sharing under this limited circumstance would be reasonable.

Unfortunately, we have encountered some “researchers” that are targeting specific groups of people and asking them to provide the names and contact information of their matches – in this case – specifically mitochondrial DNA of a particular ethnic group. After receiving your match list, they contact your matches, telling them they are working with someone they match, and then ask for their match list, too – building a genetic pyramid scheme.

Please DO NOT comply with a request of this type. Do NOT provide your sign-in credentials to anyone like this either. Both of these actions risk your security and your matches’ privacy since your matches have only given permission for their matches to see their information – not anyone else. Additionally, this violates FamilyTreeDNA’s Terms and Conditions.

If someone requests this type of information from you, please immediately report it directly to FamilyTreeDNA.

Additional Benefits of Autosomal Match Download Data

The primary benefit of the autosomal match download is being able to see who matches you on which side of your tree, then perform additional research to determine your common ancestor(s).

You can also discover information about various ancestors via both Y-DNA and mitochondrial DNA of your matches who inherited that type of DNA from your common ancestors. I wrote about the four types of DNA that genealogists can use in the article, 4 Kinds of DNA for Genetic Genealogy. 

Be sure to check surname projects for your Y-DNA matches along with all of your ancestral surnames, here, to locate testers who descend from those ancestors.

There are additional benefits, too.

You’ll now be able to paint your chromosomes at DNAPainter again using various import features. The most useful import might be the Maternal and Paternal bucketed matches which helps you determine which matches descend from which ancestors. You can find more information in the article, DNAPainter Instructions and Resources, here.

You can also utilize your downloaded file at Genetic Affairs for various types of clusters. You can read more information in the article, Genetic Affairs Instructions and Resources, here.

So download your matches once again, and enjoy! What gems are waiting to be discovered?

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Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

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Genealogy Books

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DNA Academy Webinar Series Released

Great news! Legacy Family Tree Webinars has just released DNA Academy.

DNA Academy is a three-part series designed to introduce the basics of DNA for genetic genealogy and how Y-DNA, X-DNA, mitochondrial and autosomal DNA can be utilized. Each of these different types of DNA serves a different function for genealogists – and reveals different matches and hints for genealogy.

  1. DNA Academy Part 1 introduces genetic genealogy basics, then, Ancestry’s DNA tools – including their new pricing structure for DNA features. Click here to view.
  2. DNA Academy Part 2 covers FamilyTreeDNA’s products. Click here to view the webinar, which includes:
    1. Y-DNA for males which tracks the direct paternal line
    2. Mitochondrial DNA for everyone which tracks your direct maternal line – your mother’s mother’s mother’s lineage
    3. Autosomal DNA which includes matches from all of your ancestral lines and along with X-DNA matching, which has a very distinctive inheritance path.
  3. DNA Academy Part 3 includes MyHeritage, 23andMe, and third-party tools such as DNAPainter and Genetic Affairs. Click here to view.

Legacy Family Tree Webinars has graciously made Part 2, the FamilyTreeDNA class, free through August 22nd for everyone – so be sure to watch now.

After August 22nd, Part 2 will join Part 1 and Part 3 in the webinar library for subscribers with more than 2240 webinars for $49.95 per year.

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Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

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

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

Comprehensive

This book is truly comprehensive and includes:

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

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

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

_____________________________________________________________

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Complete Guide to FamilyTreeDNA Released in Hardcopy

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

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

Enjoy!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Full Siblings

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

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

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

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

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

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

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

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

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

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

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

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

Half-Siblings

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

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

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

Hints that you are only half-siblings include:

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

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

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

Three-Quarter Siblings

This gets a little more complicated.

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

Let’s use a real-life example.

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

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

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

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

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

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

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

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

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

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

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

Three-quarter sibling situations are very challenging.

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

Step-Siblings

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

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

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

Adopted Siblings

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

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

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

Donor-Conceived Siblings

Donor-conceived siblings could be:

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

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

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

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

Twins or Multiple Birth Siblings

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

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

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

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

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

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

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

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

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

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

Siblings

Whoever thought there would be so many kinds of siblings!

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

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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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