The Summer of My Genealogical Discontent Lesson 5 - Software Shuffle

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Welcome to another installment in my continuing series on genealogical misadventures! Today’s topic: my long, bumpy road with technology.

I’ve always embraced tech—but it didn’t always embrace me back.

Back in college, I took a programming course in PLC. The professor told us to throw out the textbook and “go with our gut.” Let’s just say... my gut wasn’t fluent in code. I had signed up for the course because my then-boyfriend (now husband) raved about it. Mid semester, I switched to a new instructor—Dr. Birkin, a kind man with a charming British accent who actually used the textbook. I passed the class, but the experience left me scarred. We were still programming with punch cards back then, and one typo could bring the whole system down. I managed to do exactly that once—and earned a full hour of death stares from the engineering students.

So, when software for genealogy came along, I dove in eagerly—because at least I wasn’t programming it myself! But it turns out software has its own kind of drama.

My big misstep? Relying on just one platform.

At first, I uploaded everything—sources, photos, notes—into Ancestry.com. It was easy. It was convenient. It was also incredibly risky.

Because here’s the thing: if Ancestry ever disappears (and nothing digital is forever), so does everything I’ve painstakingly added. Paranoia, in genealogy, can be a healthy survival strategy. And that means backing up your work in multiple places.

When Family Tree Maker (FTM) was integrated with Ancestry in its early years, I jumped onboard. But then the sync stopped working. Ancestry blamed FTM. FTM blamed Ancestry. I spent a year caught in the crossfire, and finally gave up. So did Ancestry—they ditched FTM and partnered with RootsMagic instead.

I gave RootsMagic a try. I liked it—until it came time to update my records. One. At. A. Time. It was tedious, and I let it slide. Eventually, that program stopped cooperating too.

I also dabbled with Legacy Family Tree. I appreciated its features, but the downside? It doesn’t sync with Ancestry. My sources were preserved—but not my photos or documents. Still, it remains part of my backup plan.

Then, about three years ago, Family Tree Maker came back around with an offer. After a helpful chat with their support team, I gave them another shot. The sync worked again—thankfully—just as RootsMagic had failed me.

So, what have I learned from this revolving door of software?

Stay current. Stay flexible. And never trust your entire tree to a single platform.

Test new tools. Keep your programs updated. And most importantly, store your research in more than one place—cloud, external drive, software, even printed backups. Because when one system crashes (and eventually, it will), you’ll have something to fall back on.

If you think you’re immune to tech mishaps, I’ll leave you with this: the only thing more painful than lost records… is knowing you had them, once.

Using AI with Legacy Family Tree

 Tech, you've got to keep adapting! Last year I wrote a blog article in comparing how to get AI to write a wonderful narrative from your research stored in various places - like Legacy Family Tree, Family Tree Maker, RootsMagic, etc.

I just completed a Pioneer application for my husband and since I had been researching 5 generations of the family, decided to write a narrative about each generation. I wanted to use ChatGPT to help with the writing.

I tried to follow my own blog advice to go to Legacy Family Tree>Other Reports>Individual Summary but realized that Version 10 does not have that option any longer.

I tried finding where it was relocated through Legacy Help and through a general Google search and got nowhere.

I turned to ChatGPT and located my original prompt. It saves your work if you allow it to on the left hand side of the screen. Problem was, the file I uploaded had a long title and I couldn't read exactly what it was. I create titles based on my own formula so I can always go back to the original source. This usually works until, like now, it doesn't because I couldn't view the entire title. So, I asked ChatGPT and was informed that the .pdf had expired and it couldn't access it, either.

I then chatted about my problem and it told me that the report was renamed and moved. So, if you are using Legacy Family Tree and want to download an ancestor's information to use with AI, here's the new How To:

Click on the Ancestor. In my case it was Samuel Ericksson

Click on "Descendant Narrative Book" on the Ribbon.

In the Pop Up, adjust the "Generations." I just wanted one generation.

Click "Preview"

Click "Create PDF" and there is what you had before they changed the name of the report and the location where it resided. You can copy and paste it into your favorite AI and get a much richer narrative of your family.

Printing Your Family Tree - More Options

 

AI Generated

Last week I blogged about how to print your family tree from the three genealogy giant sites - Ancestry.com, FamilySearch.org, and MyHeritage.com. If you don't pay for a subscription or you don't want to rely on FamilySearch's free site because of other people changing the tree for the worse, there are more options for you. Many genealogy software companies that will allow you to purchase their package for under $50.00. Sometimes, you can even get it for as low as $20.00! Those specials are usually available for a limited time, especially during a major conference, like RootsTech. The next one coming up is the National Genealogical Society conference in May. This would be a great Mother's Day gift or early Father's Day one, as well! I recommend you check out the ones I'm mentioning below by visiting their website. They have cookies so will know you visited. These cookies don't add pounds, they'll just save you money as you'll get offer discounts sent to you.

RootsMagic9 synchs with Ancestry.com. This means, if you decide someday to get a subscription to Ancestry, you can upload the tree you are building on RootsMagic9 quickly. If you have no intention of ever getting an Ancestry account, no worries! You still have a means to build a family tree, print it, save photos and records to individuals, create narratives, and share with family if they have the program.

FamilyTreeMaker (FTM) also synchs with Ancestry.com. This program does everything that RootsMagic9 does. So, which should you get?

I have both because they have slightly different options. What works for me might not be what works for you so my advice is to go to both websites and download a free version, though usually FTM doesn't have a free version. They may be getting ready to put out a new edition so keep visiting as that's usually the time for freebie or lost cost to purchase options. Play with it. If you like it and it meets your need, purchase it.

Legacy Family Tree does not synch with Ancestry.com. I can download a gedcom file from Ancestry and upload it to Legacy. That saves time in not having to type everything in my tree again but it DOES NOT SAVE MEDIA! This means, all photos will not be available to view on Legacy. If you think you might want to someday purchase a MyHeritage.com subscription, though, Legacy is for you because it does synch with MyHeritage. I really like some of the charts that Legacy has that the two others don't have so yes, I have this software, too. Like with RootsMagic, try it for free.

There are other companies out there but these are the ones that are most used and which I am familiar with.

When you decide on a software program, PLEASE DO NOT save it only to your computer. If your computer crashes you have lost everything. That's one of the perks of paying for a subscription - your tree info is saved in the cloud. So, save to a thumb drive if your tree is small, or a stand alone hard drive if your tree is large. Another option is to purchase your own cloud storage through Dropbox, Google, or Amazon. I personally recommend making a copy on a stand alone hard drive and giving it to a family member. In case something happens to your home, there is another copy somewhere safe. Periodically, you can get it back and update it.

Lots of options to think about! Whichever you decide you can always make another choice if it isn't working out.