Methodology

21 Ways to Improve Your Family History

January is the perfect time to reset your genealogy practice.

Whether you’re a beginner or an experienced researcher, committing to improvement helps you work more efficiently, build a more accurate family tree, and enjoy the research process more.

Here are 21 practical ways to strengthen your family history research this year.

1. Identify your master tree

Most genealogists maintain multiple family trees across different websites to access various research tools. This can become time-consuming and messy, if not managed properly. Choose one tree as your master. Prioritise keeping it up to date.

See: How to Manage Multiple Family Trees to Benefit Your Research

2. Conduct a Tree Health Assessment

Evaluate the strength of evidence supporting your conclusions using my Tree Health Assessment Tool. This helps you assess accuracy and completeness, and identifies where to focus your research.

See: Tree Health Assessment Tool

3. Make place names consistent and fix names of people

Start tidying your family trees with consistent wording for places and corrections to any errors in people’s names. Focus on your master tree first.

See: Resolving Place Names

4. Fix other errors in your master tree

Address any other obvious errors such as merging duplicate people.

See: Create an Accurate Family Tree by Fixing Errors

5. Review sources to check they are the best available

A key principle in good genealogy is using the best sources. It’s tempting to add the first sources you find. Take time to go back and verify you’ve used the best ones.

6. Look for more sources to strengthen your conclusions

If you haven’t already used the best sources, find better ones. If your Tree Health Assessment identified conclusions with insufficient evidence, search for more.

7. Reorganise your computer filing system

Good genealogists are well-organised. Improve your filing system so you can quickly find what you need, when you need it. [internal link to blog post 13]

8. Set up a regular maintenance time

Rather than trying to fix everything at once, schedule regular maintenance sessions to make improvements.

See: Maintain Your Family History

9. Improve your research planning

Good genealogists take a systematic approach to research. Make changes to how you plan your research. For ideas and tips, see Plan Your Family History.

10. Visit an archive or library in person

Many family history sources are not available online. Visiting an archive or library gives you access to a broader range of information.

See: Offline Family History Sources: Hidden Treasures

Shelf of old books in a library
Books I discovered in a library in Penzance, Cornwall, England

11. Add more FFANs to your tree

Sources about your extended family or friends, associates, and neighbours can provide additional evidence for your family history. Focus on those that may contribute useful information, such as DNA matches on lines with unanswered questions.

See: Broaden Your Genealogy Research: How to Use the FFANs Method

12. Get DNA tested for more evidence

DNA evidence can support or refute documentary evidence, helping make your family history more accurate.

See: Is DNA Essential Evidence for Family Historians?

13. Integrate Tree Health Assessment results into your research planning

Use your Tree Health Assessment results to prioritise which evidence you need to strengthen conclusions in your family tree or answer research questions.

14. Improve your skills in working with DNA evidence

Using DNA evidence well requires specific knowledge and skills. Find a group, read a book, watch YouTube videos. Whatever suits your learning style.

See: DNA program of the Society of Australian Genealogists

15. Take a course

Identify the skills and knowledge you need to improve your research. Find a course that will help you develop them. I teach genealogical research methods, but many other courses are available online and in person.

See: Online courses and programs at the Society of Australian Genealogists

16. Learn about different types of sources

Enrich your family history by learning about different types of sources. They may help you break down a brick wall or provide interesting new perspectives.

See: FamilySearch Wiki

17. Learn how to analyse and document evidence

Adding source citations to your family tree is just one way to document the evidence supporting your conclusions. Sometimes a citation is not enough.

For example, see More Than a Citation for DNA Evidence

18. Start using family history software

Online family trees are great tools, but family history software provides more complete documentation and additional research tools. It also lets you store your family history on your own computer, increasing privacy and data safety. If you’re already using it, learn about some of the features you’ve not yet tried.

See: Where’s the Best Place to Put Your Family Tree?

19. Try a different tool

Many tools can help with your family history. Go exploring! Two of my favourites are Wikitree and Notion.

See: Using Notion in Family History and Five Reasons to Use Wikitree

20. Read or listen to someone else’s family history

Other people’s research can provide information and ideas about sources to investigate or alternatives to explore. It may also inspire you to try different research techniques, tools, or approaches.

See: How to Use Other People’s Family History Research

21. Write up parts of your family history

Writing up your family history isn’t just about sharing your research, although that’s valuable. Writing also helps you process information. It may reveal new research leads, inconsistencies, and gaps.

group of young children dressed in their best clothes
Unidentified family photograph, from my maternal grandfather

Start Small, Build Momentum

You don’t need to tackle all 21 suggestions at once.

Pick two or three that resonate with you or address your biggest challenges. Build these into your regular research routine. Once they become habits, add more.

Small, consistent improvements compound over time. By the end of the year, you’ll have a stronger, more accurate family tree and more confidence in your research skills.

Maintenance, Methodology

Create an accurate family tree by fixing errors

You can create a more accurate family tree if you dedicate time to identifying and fixing errors. This article will help you understand how family history errors occur and help you implement practices to minimise and fix them.

What are family history errors and how do they occur?

An error is an action or information which is inaccurate or incorrect.

There are three main types of family history errors:

  • errors that exist in sources and are mistakenly copied into a family tree
  • data entry errors that occur as information is entered into a family tree
  • errors resulting from mistakes made during the analysis of information, such as assumptions or misinterpretations.

Note: The term ‘sources’ means anything you obtain information from, including other people’s family trees.

Errors in sources

Errors in sources are usually the result of:

  • mistakes made by the creator of the source
  • errors in a source used by the creator of the source, or
  • incorrect information provided by an informant.

It is important to remember that all sources can have errors. However, here are some general rules about the likelihood of errors in a source:

  • Original sources may have fewer errors than derivative sources. Derivative sources are created using information from other sources and that increases the chances of errors occurring. However, as mentioned above, even original sources can have errors.
  • Contemporary sources may have fewer errors than sources created after the event. This is because sources created closer to an event are more likely to have access to reliable information about that event.
  • Official sources may have fewer errors than non-official sources, because they are often created in accordance with legislation or regulations.
Typed transcripts and indexes are derivative sources

Data entry errors

Common causes of data entry errors include:

  • a lack of familiarity with the program used to enter data, such as a family history software program or online family tree service
  • overlooking or ignoring details
  • imprecise copying of details.

Analytical errors

Analytical errors typically occur when:

  • no analysis is conducted
  • very little analysis is conducted, or
  • analysis is conducted but mistakes are made.

Common analytical errors include:

  • assuming that information in a source is accurate
  • assuming that a person with the same or similar name is the right person
  • failing to gather sufficient evidence from the best sources
  • accepting a search result without corroborating evidence
  • failing to consider alternatives
  • accepting information which was offered as a hint without first analysing whether it is correct information. As an example, read the article on Ancestry about the steps you should take to analyse green leaf hints.

Analytical errors can also occur due to misunderstanding, resulting from insufficient knowledge. For example:

  • misreading the text of a source, particularly with handwritten sources or poor-quality copies
  • difficulties with the language or the meaning of words
  • lack of familiarity with the format of information, the type of source, locations or place names.
handwritten letter with the  writing written both horizontally and vertically
Crosshatch handwriting can be difficult to read

For more information about these types of mistakes, read my article about Mistakes and Misinterpretation.  

Examples of family history errors

Here are some specific examples of errors to watch out for if you want an accurate family tree.

Incorrect or incomplete information, such as:

  • typographical errors or spelling mistakes
  • errors in the name or other details, such as birth or death information
  • names transposed, or names recorded in the wrong place on a form
  • information entered in the wrong place information that is entered in an inconsistent or incomplete manner, such as a date without a year, or inconsistent spelling of a place name
  • accidental or deliberate omissions, such as the removal of the names of children
An error in a transcription of a birth certificate, where the child’s surname has been omitted and his name has been recorded in the place that the father’s name should occur.

Other common errors include:

  • inclusion of the wrong person
  • creation of incorrect or inaccurate relationships between people
  • duplicate entries or people linked to each other more than once
  • a conclusion that is contrary to the available evidence.

Errors can also occur as a result of deficiencies in the research process, such as:

  • missing or poorly constructed source citations
  • including information in a family tree without citing sufficient reliable sources. The information itself may be accurate, but that accuracy cannot be demonstrated or tested without citing sources.
  • attaching a source citation to information which was not obtained from that source. For example, I often see sources cited for the date and location of birth, but the sources only mention the year. In such circumstances, additional sources should be provided for the location.

Avoid family history errors

Improve the accuracy of your family tree and minimise the risk of errors occurring by:

  • taking a systematic approach to research and developing your research skills
  • conducting a reasonably exhaustive search to find the best sources
  • critically analysing information and gathering sufficient evidence to reach reasonable and defensible conclusions
  • learning about the types of sources and the way that information is formatted in them (e.g. date formats)
  • studying the locations and places your family lived, and learning how the place names should be recorded
  • being meticulous in your data entry, verifying the information and proof reading your work.
Extract of a list of Maori place names . Guides to place names are useful tools for creating an accurate family tree
Consult guides to locations and place names

Identify errors in sources and your family tree

In addition to the strategies listed to avoid errors, to create an accurate family tree you should also:

  • be aware of common errors, and information patterns that may indicate errors (see checklist below)
  • gather more sources, as that will help to highlight inconsistencies
  • examine different versions of the same source
  • examine other sources about the same person
  • apply the FFANs technique
  • re-examine the sources you have already used and compare that information with the information in your family tree
  • compare your family tree to trees compiled by other researchers
  • analyse whether you have sufficient evidence to support your conclusions.
checklist of common family history errors to avoid so you can create an accurate family tree

See my article, Baptised Before Birth and Other Silly Claims.

Fix errors in your family tree

To create an accurate family tree, you need a systematic approach. This will make the task manageable and eliminate more errors.

  • Fix errors as you find them, or mark them to be fixed later.
  • Schedule regular maintenance and keep a record of where you are up to. Systematically work your way through your family tree, one generation at a time or one grandparent line at a time.
  • Conduct regular checks for missing source citations and poorly constructed source citations.
  • Use the tools provided by your family history software or online family tree service to check your tree for errors. For example, Legacy Family Tree software has a Potential Problems Report and Ancestry has Tree Checker feature in its Pro Tools.

A research plan can be a useful tool for reviewing your tree and listing remedial tasks.

Conclusion

Creating an accurate family tree requires implementation of good research practices. By understanding the types of errors that occur and being more systematic with your research, you can minimise errors and ensure your family history is as accurate as possible. Regularly reviewing and updating your tree will help maintain its accuracy.

For more tips on managing family trees, see my article: How to Manage Multiple Family Trees to Benefit Your Research.

More information

For more of my articles about analysing sources, go to the Analyse page.

For more of my articles about maintaining your family history, go to the Maintain page.

If you like this article, you will like my book, The Good Genealogist.

Featured image generated using AI apps in Canva, demonstrating the need to watch out for computer generated errors too!

Maintenance

Maintain Your Family History: Your Annual Spring Clean

Spring brings fresh energy and new possibilities. It’s the perfect time to maintain your family history research with a thorough annual clean-up.

Just like spring cleaning your home, maintaining your family history requires regular attention. A good genealogy spring clean helps you rediscover forgotten research, eliminate clutter, and create positive momentum for your family history.

This post was originally published in September 2023 and last updated on 5 September 2025

Assess the Status of Your Family History

Start by evaluating the current state of your family history research. Think of this as taking inventory of your genealogy practice.

Ask yourself these questions:

  • What do you know about your family history so far?
  • How do you document it – family history software, online trees, computer files, paper records?
  • Do you regularly back up your family history files?
  • What systems help you organise files, name documents, store photos, and cite sources?
  • Which genealogy societies do you belong to?
  • What subscriptions are you currently paying for?
  • Have you attended any genealogy classes recently?
  • When did you last visit libraries or archives?
  • What genealogy books and magazines do you own?

Use these tools to maintain your family history effectively:

  • Review your family trees carefully. Print charts and reports from your family history software. Fan charts work particularly well because they highlight gaps in your research.
  • Complete a Tree Health Assessment on your family tree, using both chart and table formats.
  • Write a scoping paper that summarises your research and identifies main gaps and questions.

You can learn more about the Tree Health Assessment Tool in my book, The Good Genealogist. Download the PDF guide from the Free Stuff page of this website

Set Clear Goals to Guide Your Family History Research

You cannot maintain your family history effectively or make real progress without clear goals and objectives.

Define your long-term goals and mid-term objectives. What specific areas will you focus on this year?

Read detailed guidance on goal setting in The Good Genealogist, pages 16-21.

These planning tools will help you maintain your family history momentum:

  • Develop a master research plan for the whole of your research
  • Create an index of your big research questions and research problems
  • Prioritise them!

Implement Positive Changes to Maintain Your Family History

Making positive changes is the most valuable part of family history spring cleaning.

Your spring clean will likely reveal many areas for improvement. Don’t feel overwhelmed. List everything and prioritise the changes. Work through them gradually but start implementing at least one change immediately.

Consider these improvements to maintain your family history better:

  • Begin using family history software or create online family trees
  • Establish a new, more efficient filing system
  • Set up automatic backup systems for your genealogy files
  • Design and implement a consistent file naming system
Four examples of actions that can be taken to make changes to how you conduct family history research.
First four of my recommended top 12 actions for a retrofit, from my book, The Good Genealogist.

Make Your Family History Spring Clean Count

Maintaining your family history requires regular attention, just like any important project. Your annual spring clean creates the foundation for a year of productive genealogy research.

Start with an honest assessment of your current situation. Set realistic goals for the coming year. Then implement the changes that will make the biggest difference to your research efficiency.

Remember, the goal isn’t perfection – it’s progress. Every small improvement in how you maintain your family history will pay dividends throughout the year.

For more articles about maintaining your family history research, go to the Maintain Your Family History page.

For more of my articles about planning your family history, go to the Plan Your Family History page.

About the Author

Danielle Lautrec is a genealogy educator, researcher, and author of The Good Genealogist. With qualifications in history, family history, and historical archaeology, she teaches for the Society of Australian Genealogists.