Downloading Someone Else’s Online Tree and then Uploading it as My Own

I have been testing the waters with Family Tree Maker 2012 lately in order to collaborate more easily with some of my cousins and fellow family history researchers.  Mostly I have been helping them enter their genealogy into their online Ancestry.com family trees so they can share with their ftDNA Family Finder autosomal test matches. The Family Finder test produces hundreds of matches to 1^st – 5^th cousins around the country and in some cases, around the world. These are people you share some common DNA and ancestry with.  This test is usually most valuable to folks who have a pretty complete family tree and can be used to verify ancestral lines or to fill in holes in their trees. Some people are using this test to find missing relatives or adoptive parents as well. Success in finding or verifying relatives with this test hinges on the validity and completeness of one’s family tree.

Ancestry.com’s new Family Tree Maker 2012 software has a new unique syncing capability which allows the tree owner to sync between their desktop version of their Family Tree Maker software and their Ancestry.com online family tree.  Photos, source citations and historical records are also synced and downloaded to each file during the sync. (Stories and comments stored in the online tree, however, are not downloaded during the sync.)

Managing a desktop file and online tree for a file that is accessed by multiple people has been a challenging project. This is just one in a series of posts that describes some of the issues I’ve run into – or quite the opposite – some of the cool things I’ve learned how to do with the software and the benefits of it.

In this post, I describe how to download my cousin’s online tree to my Family Tree Maker software that resides on my desktop and then export it as my own file to dropbox and upload to my own Ancestry.com online family tree.

Downloading The Tree:

One of the limitations to the syncing feature is that you cannot download a tree that does not belong to you from the online Ancestry.com ancestry member trees in any format other than a GEDCOM.

A GEDCOM only supports plain text which will not handle the transfer of photos and many custom fields that various genealogy software packages employ.

Even if you have editor rights to the tree, you cannot download it and sync to your own Family Tree Maker software.  The only way to get around this is to

1)    log into your Family Tree Maker software with the tree owner’s Ancestry.com account and download and sync that way or

2)    have the tree owner download their tree to their own copy of Family Tree Maker software and then save the Family Tree Maker software file to dropbox where you can have access to it and open it. The limitation of option 2 is that the tree owner has to have Family Tree Maker software installed on their computer and two or more people cannot open the Family Tree Maker software file at the same time.

Because my cousin, who is the owner of the tree I wanted to download and access with my Family Tree Maker software, does not have a copy of Family Tree Maker software, I went with option number 1 – to log into my Family Tree Maker software with her Ancestry.com credentials. Doing so allowed me to download and sync her tree to my Family Tree Maker software.

You can log in and out of your Family Tree Maker software by clicking on the “Plan” workspace across the top and then clicking on the “log out” link on the right side of the page under the Ancestry Web Dashboard.

I can make changes to her tree once it is downloaded into my Family Tree Maker software regardless of whose account I am logged in with.  We both have paid accounts, so I can add records from within my Family Tree Maker software using either account. If only I had a paid account, then I could stay logged in under my account and add records that would then be added to the online tree when it is next synced. However, in order to sync, I have to log in under my cousin’s account every time. This can be kind of annoying after a while.

Copying Family Tree Maker File:

Instead of having to log into my Family Tree Maker software with my cousin’s Ancestry.com account every time I want to sync her file with her Ancestry.com online tree, I could just create my own online tree and stay logged into my own Ancestry.com account whether I am using the Ancestry.com online trees or my desktop Family Tree Maker software.

Here’s how I created a new online tree:

1)    From my Family Tree Maker Software, I exported my cousin’s entire file. This is the file that was created from the Ancestry.com online family tree via the syncing process.

2)    I saved the file (with the *.ftmb extension) to dropbox

3)    I restored the file by going to File / Restore and selecting the *.ftmb file I saved to dropbox in step 2

4)    I gave it a new name and saved it to dropbox

Creating a New Online Family Tree:

A new Family Tree Maker file has now been created from the original tree file that was downloaded from Ancestry.com and synced with my Family Tree Maker software. I can log in with my own Ancestry.com account credentials and the “Upload and Link to Ancestry” button is now active within the Plan workspace in my Family Tree Maker software.  

Clicking this button will then upload my new tree to my Ancestry.com online account and create a new online family tree for me. This will be viewable to the public. My citations and photos will upload to the online tree as well.

The tree summary on the top is what the original tree that I downloaded from my cousin’s site looked like. The summary on the bottom is what the tree looked like that I downloaded from my cousin’s Ancestry.com site, exported to my Family Tree Maker software, restored, and uploaded to my own Ancestry.com site:

The stories and comments were lost when I created the new tree. They were probably lost when the tree was synced with my Family Tree Maker software. They weren’t “lost” per say; these two functions of the Ancestry.com online family trees do not transfer from the online tree to the desktop Family Tree Maker software tree version as they are only a function of the online tree. All of the media files, including the photos and the historical records which include the census records, did transfer from the old tree to the new tree.

Advantages:

The advantage of creating a new tree from a previously downloaded Ancestry.com member tree is that I do not have to log in to the original tree owner’s Ancestry.com account to sync between their online tree and my Family Tree Maker software. Now I can sync between my own online tree and my Family Tree Maker software without having to log out of my account and logging in to the original tree owner’s Ancestry.com account.

Also, I can see how this could be advantageous over the use of GEDCOMs which only transfer text between programs: I could download my Family Finder DNA matches’ trees, load them into my Family Tree Maker software and incorporate into my own family tree. With that, I could retain their photos and attached historical records with little fuss.

Disadvantages:

The disadvantage of creating a new online tree from a previously downloaded one is that you lose the stories and comments that were stored with the original online tree. These are not populated in the newly created online family tree.

Another limitation I learned about the Family Tree Maker software is that you can only sync from one computer, even though the file is saved in dropbox. I am not sure why this is or how it could be fixed or if it will be fixed in the future by Ancestry.com. If you know of any workarounds for this, please email me at ginger dot reney at gmail dot com or leave me a comment below.

Conclusion:

There are both advantages and disadvantages to this process; like with anything custom you wish to do, there are usually some technical difficulties involved with both the Ancestry.com online trees and the Family Tree Maker software. But overall, these systems are flexible and powerful and give the users some elements of control over what to do with their data.

Update: 
Check out Russ Worthington's companion post on how he collaborates using Ancestry.com's online member trees and his Family Tree Maker Software in Cousin Collaboration. Thanks Russ!

Follow Friday - October 7, 2011

I've been very slack in participating in the Follow Friday meme, mostly because I really just don't get the chance to 1) read many genealogy blogs and 2) write on my own blog; but as I was driving in to work today I thought of some sites I had read and stuff I had read about in the past couple of weeks that had an impact on my research or piqued my general genealogy interest and I thought I would share with my readers.

Journey Through the Hallowed Ground

First of all, I followed along with blogger Liz Tapley of My Tapley Tree during her trip Through the Hallowed Ground, a 180-mile traverse of scenic highway through history and time from Gettysburg, Pennsylvania to Frederick County, Maryland. Liz is a big Civil War buff and this trip was an opportunity for her to see all the places where significant battles and events took place; there was also some Colonial period history mixed in there as well. I was totally jealous I did not get to go along, but felt like I was there through her words and pictures.

Indirect Evidence


If you want to know what all the hype is about Indirect Evidence, then check out some of the these blog posts: From Michael Hait's Planting the Seeds Blog, My First Encounter with Indirect Evidence; Claudia Breland's In Which I First Encounter Indirect Evidence; and Harold Henderson's post on Archives.com Indirect Evidence to the Rescue. My own take home from all of this is that a document should not be discounted or thrown out just because it does not explicitly state that someone was a direct relationship to someone else.

Family Tree Maker 2012 and TreeSync


Back in August I started reading Randy Seaver's posts here and here about Family Tree Maker 2012 and its new TreeSync feature (These were posts about his experience syncing with the Beta version). Click here to start reading about his experience with the released version). Tamura Jones also kept on top of the news with his posts on What's New in Family Tree Maker 2012? FTM's Beta Experience,  and TreeSync's Limitations, I learned that Russ Worthington was blogging on the Family Tree Maker User Blog and found some interesting posts there on how to use FTM 2012 and how to access new features.

Direct Lineage Reports


In her post No Lineage Charts on Family Tree Maker 2012? Heather Wilkinson Rojo presented a direct lineage report that she used to be able to create in FTM 2006, but has been unable to create in later versions of FTM. She stressed the importance of this report when filing applications to lineage societies like Mayflower, DAR, or Colonial Dames which require a report of each generation, BMD data and spouse data (along with spouse BMD data). The closest available reports in both FTM and similar genealogy software are outline reports, however they include sibling data which is not required for lineage societies. Russ Worthington offered a way to do this with FTM which entails creating a new database, deleting the siblings, then creating the Outline Descendant Report. Midge Frazel offered a similar suggestion for using Rootsmagic and their Direct Descendant Report.

This was enough to keep me busy and entertained. I will look forward to reading all the posts about how people will find their way around FTM 2012 and the new TreeSync feature. There is also a lot of discussion about how to manage trees online, but that's in Google+ and can't exactly be shared here. You have to be in certain "circles" to be privy to that information!

Photo Credits:
1. Photo of ff from ibevymay
2. Photo of Liz Tapley from her blog, My Tapley Tree

Trade Offs - Do We Really Have to Choose?

I took the family finder test in June and to date have about 150 matches. I have made contact with several of my matches so far. Much of the process involves going through my family tree and looking for the surnames that they send me. Sometimes they send me a link to their online family tree on ancestry.com. Although my family tree is published on ancestry.com it is not updated because I do the updating on my desktop application. I prefer to use the desktop application because it is faster than the ancestry.com trees and it is easier to manage my sources which I am very particular about.

My tree is private, but when I do make a connection to a known cousin, I share my tree with them and I assign them as a “guest” which gives them the right to view the tree and to save items from my tree directly to their tree. I have also found it very convenient to view my matches’ trees and to copy their lines directly into my tree. Unfortunately, because I still maintain my most up to date information on my desktop, I then also have to copy information from their trees into my desktop application as well.

The discontinuity between my online tree and my desktop tree hasn’t really been an issue until now - since I’ve taken the DNA test - and I’ve had to rely more heavily on my genealogy database / family tree. This has really made me start thinking on how I can make the process of collaborating and determining kinship with my matches more streamlined.

Last month I read Randy Seaver’s blog posts about his beta user experience with Family Tree Maker 2012 which has the new “Tree Sync” feature between the desktop application and the online tree. I have to admit, this feature is very appealing to me. However, I do have my reservations.

1. You have to either start a NEW online tree or start a new FTM tree. You cannot merge one into the other. Clarification: You have to choose one tree to work with: either an existing tree that is in your Family Tree Maker Software that you want to upload to a NEW online family tree; Or an existing online family tree that you want to download as a NEW family tree into your Family Tree Maker software. Thanks to Russ for pointing this out in the comments below.

2. Sources created in online tree stay in a free-form like or general format. Sources created using the Evidence! Explained templates in FTM 2012 will show up in the online tree, but cannot be edited in the online tree. The only sources that can be edited in the online tree are the ones created as free-form. (From Randy Seaver’s Notes Post)

This 2nd point is a biggie for me. If I cannot access my desktop application, then I will access the online version. And half of my tree editing is done via the source citation process. My long term goal is to become a professional genealogist and in order to achieve that I have to practice writing correct source citations every chance I get, including while I’m using my genealogy software. It doesn’t seem like I can do that with this software or online version of Ancestry.com trees and this is a limiting factor for me.

So what is the trade off? 

I switched from FTM to Rootsmagic a couple of years ago. My number one reason was RootsMagic On-The-Go. Simply said I can take it anywhere with me on my flash drive. I don’t have to have the program installed on any machine to access my files. I actually have it installed in dropbox and I can open it anywhere. I love this feature. And the file is so much smaller than FTM which means it opens up on a dime. (And no, I don’t have any media attached to my file).

I also switched to Rootsmagic because I thought the sourcing features would work better and I liked the reports. However, I am on the fence about these two things and could be happy with either FTM or RM in this regards.

So again, I ask, what is the tradeoff? It’s not that I want to be able to access my tree anywhere I go. If that were the case, I would just use an application on my android. I want to be able to fully use my application, including writing proper source citations.

What do you think? What is more important to you?