In doing my family history I, like most, keep my records in a piece of software designed for the purpose. In my case this is Family Tree Maker (FTM), which (is no longer owned by but) syncs with Ancestry [https://www.ancestry.com]. I looked quite hard at the options many years ago and found that FTM was the most useable of the many family tree applications available.
And then a couple of years ago, when Ancestry announced they were ceasing support and development of FTM, and before it was acquired by Mackiev, I looked again at the market and still found nothing I thought came up to FTM for either functionality or usability. So like many others I was very happy when Mackiev took on FTM and have worked with Ancestry to maintain the FTM-Ancestry integration.
What all family tree software allows you to do is plot not just your direct line, but also the branches by adding the laterals (siblings etc.) for each person. I know many don’t bother with this but concentrate only of their father’s father’s father’s … line, or at least their direct lines. To me this is not a good approach for two reasons.
First of all, adding in all those laterals (siblings, uncles, aunts, cousins, half- and step-siblings, and more, going ever backwards) provides more information. And hunting around them can often provide key evidence to verify (or at least suggest) one’s actual ancestral line. Nefarious family members are often witnesses at marriages, the person registering a death, or shown on a census as sharing a house.
Secondly, this provides a huge amount of rich interest, and often the odd skeleton in the wardrobe. Ah, so great-grandmother was actually a tailor with her own business and not just any old seamstress. GGGG-uncle Bulgaria did serve at Waterloo, as Grandma always said. And no-one in the family knew great-grandfather had a bastard child after he left great-grandmother in 1910, and in the process he told fibs to either the registrar of births or the 1911 census. [This latter actually happened in my family: my mother had a half-aunt who she was totally unaware of until I found her.]
But in amongst all this it is often quite hard to remember where the gaps in your research are, and how good is the quality of the data you have. This is important if, like Noreen and I, you believe in being forensic in proving linkages. I’m never really happy until I can be pretty sure my evidence would stand the “beyond reasonable doubt” test of a criminal court. However, as Clarenceux King of Arms has reminded me more than once, you do occasionally have to fall back to the civil court standard of “on the balance of probabilities” – which does still require substantial evidence which would be allowable in court but not quite as rigorously as in a criminal court. There’s far too much guesswork and wishful thinking amongst family historians, and that won’t do, nor will copying other people’s research without checking it. Remember also the plural of anecdote is not data.
All the software packages I’ve looked at do allow you to reference and source your information, as any good researcher should. But what I have never found is a package which allows you to set, for each piece of information, a Red/Amber/Green traffic light style flag to indicate the quality of the data with a quick visual check. For instance a birth registration might be GREEN if you have the birth certificate or have seen the baptismal register; AMBER if it is information which is known in the family but not well documented, like Great-grandma’s birthday; but RED if is a date you’ve back-calculated from the age given on a death certificate or census (both of which are notoriously unreliable, albeit useful). To me this is a major failing and any family tree software application which includes RAG flags will have a significant selling point.
One thing I have found useful, and which provides some part of a way round the omission of RAG flags is a “family table”. Many sources provide pretty charts which allow you to plot out you, your parents, their parents, and their parents, and so on; ie. just your direct ancestors. This can be in circular form or in the more usual form of a tree. And they are mostly large cumbersome wallcharts with room for little more than the name; dates of birth and death if you’re lucky.
I’ve found it better to make my own using a simple table structure in MS Word (any word processing or spreadsheet software should do) – I stole the original idea from my wife and have since adapted it. I have three sheets, which takes me back to my GGGG-grandparents (so 250 or so years). It is designed to be printed on normal A4 paper; and carrying two or three sheets of paper in a pocket or handbag isn’t unreasonable – and very useful if you get into family conversations with relatives or friends. OK, so it isn’t as pretty as many of the commercial offerings, but that’s not important; it’s much more convenient.
Here are the first couple of pages of my table (click on the images for a larger view):