Some people eat, sleep and chew gum, I do genealogy and write...

Monday, May 2, 2016

Investor realignment for Ancestry

News reports indicate that a potential new investors in are causing some changes in the investor line up. Se Fortune article, "Silver Lake Buys Into at $2.6 Billion Valuation." See also the BloombergTechnology article, "GIC and Silver Lake Invest in U.S. Genealogy Company Ancestry."

Ancestry is presently valued at $2.6 billion. The Bloomberg article states.
GIC Pte, Singapore’s sovereign wealth fund, and technology investor Silver Lake Management LLC will buy into LLC., the U.S. genealogy company said.
The investment values Provo Utah-based Ancestry at about $2.6 billion, it said in a press release Friday. Current investor GIC and Silver Lake will hold equal minority ownership positions, according to the statement, which didn’t provide the size of their stakes.
The current investor/owners of the company are described as follows:
Other investors including Permira Holdings Ltd., Spectrum Equity Investors LP, Ancestry’s President and Chief Executive Officer Tim Sullivan and Chief Financial and Chief Operating Officer Howard Hochhauser will remain as meaningful equity holders, Ancestry said in the statement.
The Salt Lake Tribune has an article entitled, "Investors pump $2.6 billion into" but The Salt Lake Tribune headline writers apparently have not been reading the other news sources or vice versa because the other news articles are saying that amount of the investment has not been disclosed and the $2.6 billion figure is the value of not the investment. The Salt Lake Tribune adds a statement by Silver Lake's managing partner.
Mike Bingle, Silver Lake's managing partner, said's subscription businesses are "well positioned to deliver further attractive and profitable growth" because they continue to "define and pioneer the market for self-discovery." 
"Ancestry's rapidly expanding consumer DNA testing services has powerful network effects and widespread consumer appeal," he added. 
GIC Managing Director Eric Wilmes said his company's experience with Ancestry.comhas been positive over the past three years. He expects it to improve with Silver Lake and Permira rounding out a team that will "support Ancestry's growth and create value together."
I am guessing that's success with its DNA operations has attracted these new investors. had been rumored to up for sale since last year, 2015.

I would further guess that we will see a shift away from the pure "database" functions of the program to one more aligned with the promotion of DNA and Health services as I have written not too long ago. These news stories confirm somethings I had been hearing outside of the normal news channels but could not write about.

Genetics, Haplogroups, Ancestry, DNA and Genealogy

Genetics is the study of heredity and the variations in inherited characteristics. Let's say I wanted to become a geneticist. I would have to have some of the traits necessary for success. Here is a description of what a geneticist does from the website article, "How to Become a Geneticist-Geneticist Career."
Geneticist Job Description 
Geneticists are responsible for studying how genes function to produce cells and organisms, and how hereditary traits and mutations are passed through generations. Geneticists apply their knowledge for purposes such as treating and counseling patients with hereditary conditions, as well developing of pharmaceutical and agricultural products. 
Geneticist Job Duties
  • May specialize in fields such as biomedical genetics, developmental genetics, molecular genetics, agricultural genetics and others
  • Study inheritance and the variation of characteristics in different life forms
  • Plan and conduct experiments to determine the laws, mechanisms and environmental factors present in origin, transmission and development of inherited traits
  • Analyze hair and eye colour difference, size, disease resistance and other determinants that are responsible for specific inherited traits
  • Make use of light, heat, chemicals and other means in order to devise methods for altering traits
  • May perform human genetic counseling or medical genetics
Becoming a genetics doctor has the same career track as any M.D. or D.O. program, including medical school, residency and licensing. Progress requires fellowships and certification.

So far, I haven't found any mention of the word "genealogy" in conjunction with the professional side of genetics. So where does this faddish interest in DNA testing come from? Actually there has been a rather circuitous route from the study of genetics to the use of DNA testing in genealogical pursuits and that road has been rocky and highly controversial. Part of this story has to do with the forensic use of DNA. I might mention at this point that I began practicing law long before the first use of DNA testing in forensic investigation. My legal practice started in 1975 and the first forensic use of DNA testing in a criminal case was in 1986 when DNA testing was used to solve a case in England. If you would like to read a very short summary of the court history of DNA testing in the United States see "Evolution of DNA Evidence for Crime Solving - A Judicial and Legislative History."

DNA testing as a common, relatively uncontroversial practice in the U.S. court system did not become resolved until around 2001, long after I had focused my practice in areas that did not need DNA testing as evidence. I was more concerned with land surveys and fence lines than DNA testing. I would attribute the popularity of DNA testing as a fad to TV shows such as CSI and NCIS.  See "CSI changed the DNA of TV crime dramas." Anyone who doesn't think there is a direct link between CSI, NCIS and genealogists' interest in DNA is in denial. These shows put DNA testing into the realm of magic. What these shows promote as entertainment entirely ignores the evidential court battles that occur as a result of the TV shows' sometimes sloppy and unconventional methodology.

Genealogical DNA testing began in the year 2000 with the establishment of two companies, Family Tree DNA and Oxford Ancestors. See Genetic Genealogy on the International Society of Genetic Genealogy Wiki. This article has a short summary of the concerns of genetic genealogy. Here is an interesting quote:
Genetic genealogy is also concerned with phylogenetic analysis. The phylogenetic tree of Y-chromosomal haplogroups, popularly known as the Y-DNA haplogroup tree, is maintained by a volunteer team of researchers from the International Society of Genetic Genealogy. The phylogenetic tree of global human mitochondrial DNA variation, known as the mtDNA tree, is maintained by Mannis Van Oven and is published on the Phylotree website. Knowledge of one's placement on the Y-DNA or mtDNA tree can extend the genealogy of the patrilineal or matrilineal line beyond the traditional paper trail, and it is sometimes possible to make inferences about the geographical origin of the patrilineal or matrilineal line ancestor.
We are talking about the last 15 years or so, a really brief time to establish a relatively complex integration of science, technology with the emotionally laden, hobby-level genealogy world.

It would be nice if I could wave my CSI and NCIS magic wand and solve all my genealogical problems, but I am becoming more skeptical rather than less as I continue my journey of discovery and refresh my memory as to why I got out of criminal law entirely many years ago.

Sunday, May 1, 2016

Moving data -- The Genealogical Quandry

I estimate I have approximately twenty thousand or so record hints on four major, online genealogy programs. Some of those thousands of record hints might be extremely valuable in extending my ancestral lines. The only practical way to advance my research is to focus on one person at a time and evaluate and add the sources for each person, essentially one at a time. The problem is that I do not know which of the thousands of hints and thousands of people they apply to are vital to the objective of extending my research. In addition, I would have to move the information, one field at a time in order to consolidate the information from all four programs.

Guess what? Presently, despite the tremendous computer programs that provide these record hints, there in no efficient way to either review and evaluate them or transfer them to a central consolidation program. In fact, it is very likely that I do not have enough time left on earth to process all of these record hints. What can I do to resolve this predicament?

I have been analyzing this issue as I watch the numbers of record hints mount skyward. At the moment, my only alternative is to ignore this avalanche of information and continue with my present research objectives. The only thing I can do is to check each of the programs for any data relevant to my research objectives. Essentially, each of those record hints, no matter how seemingly helpful, is really little more than a distraction.

In addition in those programs that match me with potential relatives, I likely have close to 100,000 potential matches in other online family trees. I cannot even begin to think about how to handle those additional invitations to ignore my present research objectives and start off on a tangent.

Can this issue be resolved by me? Not at this time. What is needed is a way of ranking my own research objectives. I need to be able to prioritize research hints and "watch" or receive notices for only those hints that fall within parameters I set for investigating my ancestors. For example, suppose I am investigating the "Parkinson Line" (which I am, by the way) I should be able to set some preferences that says I only want record hints for this line or this group of people. I should be able to modify and add individuals to my "research objective group" at any time, but meanwhile, I only get record hints that are relevant to that defined group. My experience tells me that right now, I would not be getting any or more likely, a very small number of record hints. If I moved my attention to another line, I could then redefine the watch group and glean only those record hints that pertained to the new research objective. In addition, I need a what to quickly and efficiently move all the information I find in all of the programs into one central collection program of my choice.

Given the fractured nature of the online, commercial, genealogical community, I see no way that this solution will become available. So my only strategy is to create the filtering system artificially, by ignoring all the record hints on all the programs unless they are directly in my research path. Yes, I am wasting the vast potential of the programs but do I have a choice? The only other alternative is to randomly jump from individual to individual as I see record hints and spend all my time ploughing the field over and over again. In effect, I feel like the sorcerer's apprentice, I did get my wish, but now I am drowning in the data.

As I utilize the various programs I will continue to pick off record hints for people I am reviewing, but meanwhile, I will stick to my pre-defined research objectives and harvest only those record hints for the lines I am investigating. I fully realize that there may be valuable information I need to know waiting for me, but if I jump around any more than I regularly do, I will make no progress at all.

What is needed?

To summarize, we need a very effective and easy way to transfer information between programs. I also need a way to establish research goals and set filters that will alert me only to record hints on my pre-defined objectives. I don't want much, do I?

The last word, I fully realize that I find myself in a very, almost unique position. Some researchers would be glad for any record hints. Some reading this post probably don't have any idea what I am talking about. But to those of you out there that see the problem, perhaps you have some additional insight that might help me and the few others that have this problem.

Saturday, April 30, 2016

Cloud Computing -- The Solution and the Problem for Genealogy?

Business, Client, Cloud, Communication, Computer

I have transitioned from using a laptop to using an iPad Pro computer that is basically a connection to the internet. Current news reports indicate that Apple's sales of desktop, iMac, computers during Quarter 2, 2016 are down for the first time in years. Intel announces it will layoff 12,000 jobs globally in 2016 and 2017. The workforce reduction is attributed to the fact that most of Intel's microprocessors and chips are sold in the PC market. Intel intends to move into mobile chip support and gaming. In addition, home broadband use has declined recently and the declined is attributed to increased reliance on smartphone connections to the Internet at the expense of home-based broadband. Recent Pew Research Center Studies indicate that cell phone usage among those 18 to 29 years of age has reached 85%.

During the time I was deciding whether to transition to an iPad Pro or buy another MacBook Pro, I read and studied the trends. As I have previously written I also went through every program on my MacBook Pro and determined exactly how I was using the program and whether or not the iPad Pro could do the same things. The reviews of the iPad Pro focus on the things it "cannot" do rather than the things that it can do. If, as the news and research studies show, people are beginning to transition from home broadband Internet connections to using their smartphones, such as the iPhone, then it must be the case that the smartphones perform enough of the functions of a desktop computer to erode the sales of desktops. The sales figures support this view.

What does this mean for genealogy? It means that unless the genealogy companies begin more aggressively to move into the mobile market and support all of the functions they deem important by online apps or programs, they will ultimately be marginalized. When I say ultimately, I mean within a year or two, you will see real changes.

Now if you are sitting and reading this on your old PC or Mac computer that is sitting on a desk, then you are now in the distinct minority. If on the other hand, you are reading this on an iPad, Android tablet or smartphone, you are part of the trend. One interesting aspect of this transition is that I had the option of buying a laptop such as one of the new MacBooks and docking it with a large monitor and some hard drives. Essentially, I could then have a single computer rather than an iMac and an iPad Pro. For the time being, I have opted to retain my iMac and upgrade it at least one more time, but I may well move to a laptop only at some point or an iPad only if they evolve even more than they have already.

There is nothing that the average genealogist does on a computer that cannot be done on a laptop and there are very few things that any genealogist does that cannot be done on an iPad Pro or a Microsoft Surface 4. The key to this transition is that most of the programs that used to reside on a local, desktop computer have now moved online, to the cloud so to speak, and there is no need for the local machine to be desk-bound.

Let me take one example. I use word processing more than any other single function on the computer. For years, I have used Word Perfect and now Microsoft Word. I also use spreadsheets in Excel and I do a lot of PowerPoint presentations. I have now moved to Apple's Keynote for making presentations. I have Keynote on my iPad Pro and it works just fine. The main issue is inserting graphics and I have mostly solved that problem by moving my graphics to the cloud. I can also buy Microsoft Office for the iPad Pro. Issue resolved.

Why do I still need a desktop computer? I still do a significant amount of high-end, graphic intensive editing and photo manipulation using multiple programs. This is where the mobile computers still cannot compete. But if you do not use Adobe Lightroom or Photoshop extensively, you probably will never run into this particular problem. I also have over 3.5 Terrabytes of data and it is not convenient to use a laptop or iPad because they do not have the ports to connect to all my hard drives, scanners and etc., so until that issue is resolved, I will still need to return to a desktop iMac.

One final example, we now have a WiFi enabled HP printer. I can print from my iPhone or my iPad Pro directly without a wire connection. In fact, I can print from anywhere I have a WiFi connection to my own printer.

There is no end to this story.

Thursday, April 28, 2016

Dates, Dates and More Dates -- Understanding History

From time to time I have written about the sad state of history education in the United States and its impact on genealogists understanding of their ancestors. I thought I might discuss some dates that are particularly important to genealogical research. I might also throw in some observations on the type of errors I commonly encounter because researchers do not correlate the historical dates with what they are putting into online family trees. Surprisingly, there aren't that many crucial dates, but they are so often ignored that, for me, looking at the family trees online is like living in a pesky swarm of mosquitos.

Here are the dates in a roughly chronological order with a discussion of the importance of the date and what kinds of problems I usually encounter.

6:00 pm, Saturday, October 23, 4004 BC

This is the date calculated by Archbishop James Ussher in the 17th Century. If you would like to see how he calculated this date, you can read an extensive analysis the Date of creation. I am more than aware of the various controversies that surround this date and the religious fervor the various positions engender, but genealogists really shouldn't be worried about extending their pedigrees "back to Adam." There is no benefit that accrues from spending the time copying one or more of the unsupported genealogies into your own records whether you believe the date and the religious justification for the date or not. If you want to see my summary of the issue then you can view my video entitled, "Why You Can't Trace Your Lineage Back to Adam."

1500 AD

Following up on the "Back to Adam" issue is the significant date of 1500 AD. This date is a rough approximation of the earliest time during which records of ordinary people would have been kept in Europe. There are a very, very few records that go back further, but most of the records that have genealogical significance are not available before this date. Whenever, I make this statement, I always have some that argue that "they have found more information about their family that goes back even further than this date." With a few notable exceptions, these people are merely copying from books published long after this date giving various pedigrees for kings and other prominent historical figures. Almost uniformly, these "older pedigrees" are based on undocumented and unsupported extensions.

There are some "proven" pedigrees that purport to extend the royal ancestry of immigrants to America, for example, but so what? When you begin copying, you are no longer doing genealogical research. If it makes you feel important or whatever to connect to European royalty, then go for it. But don't think you are impressing me or anyone who knows anything about these pedigrees.

I admire those who have the historical background, language skills and dedication to do Medieval research, but I have only met a small handful of these people in my entire life and they are certainly not the folks putting their family trees online. Note, there are a number of places in the world, such as China, where family records and pedigrees go back much further than 1500 AD. I might also mention that there are a few older parish records from Spain, but for most of Europe, this is about the limit.

1538 AD

This is the date that is commonly accepted as the beginning of the keeping of English parish records. If you have any questions at all about this date and want to show me how you got a baptismal record for you ancestor before this date, I would be glad to review it. Here is a book to get you started with your investigations in this area. If you don't know this history, you have no business adding content to online family trees. Keep your poor research and speculations to yourself.

Cox, Charles. The Parish Registers of England, by J. Charles Cox,... London: Methuen, 1910.

You can read a very nice, digitized copy of this book on the website at There are extensive references concerning the earliest records that have been located for each of the English parishes. Meanwhile, as soon as fixes the Family Tree and disconnects it from, I will be editing out all of the unsupported dates in all of my family lines. 

1492 or 1620 AD

This is the date of the arrival of the Mayflower in America. Although some European settlements, especially those initiated by Spain, go back to the original time of Columbus. Arguments about earlier European settlements in America have an academic interest but not for genealogists. 

1620 to 1847 AD

This is the range of dates when the first European settlers entered the area now segmented into the states of the United States of America. Every state and every county in the United States has a date when the first European (or whatever) settlers first entered that portion of the country. Usually referred to as the date of earliest settlement, these dates are commonly ignored by people who locate their ancestors in parts of the country that were not settled at that time. I ran across a reference to one of my ancestors who was supposed to have been born in Utah in the 1700s. This is a really common error. There are lists of the time of formation of every state and every county, try the Newberry Atlas of Historical County Boundaries for a start. 

Obviously this issue blends into the date calculations that seem to show children born before their parents and after their parents died. But I see all of this as a symptom of the same problem; a total lack of awareness of history and dates. Before any of us can take seriously much of what passes as genealogical research, we will have to clean up the mess caused by this gross ignorance of history. 

I could go on with dates such as the dates for the U.S. Civil war, and many others but I think this list gives an idea of the process we should all be aware of when we start putting our research online. 

Wednesday, April 27, 2016

Genealogy, iPads and the Future of Computers

When I first started using personal computers (now there's a term that has disappeared), the main issues were internal memory, memory storage capacity and speed. As the technology developed, I kept moving from computer to computer as the capacity of the computers increased in each of those areas. As I began entering thousands of names into my computers, storage and speed were the big issues. I remember having to wait for a considerable time while the computer chugged along just to search for a duplicate each time I entered a name.

The first mobile devices were mobile only in name. They were first called "portable" which, at the time meant that they could be moved if you were strong enough.

Speeding along in this story, computers finally got so fast that there were almost no appreciable increases in apparent speed with newer models. The main issue in speed increases became the time it took for the computers to startup and to transfer data. I just finished backing up one file from one of my backup hard drives to another, newer, hard drive and it took two full days. Now I am literally swimming in data.

Meanwhile, mobile computers became smaller, faster and were really mobile. I am typing this post on an iPad Pro, looking out the window at the Spring snow on the mountains. The development that makes this possible is the Internet and incredible speed increases. Storage for the iPad has moved to the "cloud" or in other words to online storage such as Google, Dropbox, Microsoft, and many other options. I no longer have to worry so much about the size of my device's internal memory. This iPad Pro has "only" 128 GB of memory, which is more than adequate for operating the programs I need to use.

So, let's get down to the issue of genealogy today. The paradigm is this. I use a mobile device, in this case an iPad Pro, to access the Internet. I can use all of the major genealogy programs, because of the keyboard and the capabilities of the device, that I can with any other computer. In addition, if I wanted to use a desktop program, let's say RootsMagic for example, I could then open that program and have my entire file, assuming I have the file online in Dropbox or some other program. Let me emphasize this. I participated in a genealogical workshop last Saturday and I took my iPad Pro. I worked there for three hours helping people with their family history and used the iPad the entire time. The main challenge was my lack of experience with the iPad. In fact, the entire workshop for fifty people was conducted using laptop computers hooked up directly or through WiFi to the Internet.

Do I still need a desktop computer? Yes, as a matter of fact, I just finally ungraded my iMac and I am waiting for the shipment to arrive. What can't I do as well on the iPad? Hmm. Where the mobile devices, including laptops still lag behind the desktop is in multitasking on a big scale. Although, I could have purchased a laptop and simply attached it to large hard drives and a big monitor. Using a laptop as my principle computer may be in my future. But by that time, the tablet computers will probably have all the same capabilities.

Yes, you need to change your entire approach to computing to use a laptop or an iPad as your "primary" computer. The computer stops being something you have sitting on a desk somewhere that you go to and sit there and use. The computer becomes whatever you happen to be carrying with you at the time. All day long, I seamlessly move from iPhone to iPad to iMac to PC in the Library back to iPhone etc. Why does this work? Because almost every program and most of the data that I am using now in online. I have abandoned an apocalyptic view of computing. Personally, the biggest challenge I face is when I go places that have no online connection which are getting more and more infrequent.

While I was in Canada recently, because of the cost, we abandoned our iPhone connection. But we had WiFi for free almost everywhere we went. That is the reality. In my day to day life here in Provo, Utah I am constantly connected. So my work flow involves using online storage, online programs and moving data from computer to computer automatically.

As I write this on my iPad Pro, I could stop anytime, walk over to my iMac and start typing, right where I left off. I could add a source to the Family Tree from my iPad and then see that same source added on a computer in the BYU Family History Library. This is present reality and the future looks like even more of the same.

Tuesday, April 26, 2016

New Vital Records Book Released by FamilyHistoryExpos

Vital Records, A Research Guide, authored by Holly T. Hansen, Arlene H. Eakle and James L. Tanner has been published on Amazon's Holly describes the 192 page book as follows:
As we go back in time, there is a point when vital records for ordinary people were neither required nor kept. Thus, a greater depth of knowledge is required to retrieve the desired information from the records. 
This book contains an overview of vital records, a step-by-step guide to marriage records in their various forms, a review of the laws that govern legality of marriage, regulations regarding birth records and delayed registrations, and diverse strategies for locating hard-to-find evidence in the records. 
You will enjoy this approach to the resources as we take you from common and easily found records to unusual and more difficult-to-find resources that yield vital information for your family history research.
 The Vital Records book joins this list of previously published books on
  • Hansen, Holly T., Arlene H. Eakle, and James L. Tanner. Vital Records: Research Guide. CreateSpace Independent Publishing Platform, 2016.
  • Hansen, Holly T., Ruth E. Maness AG, Arlene H. Eakle PhD, and James L. Tanner. Scandinavian Research Guide: Sources and Strategies. CreateSpace Independent Publishing Platform, 2015.
  • Hansen, Holly T., Arlene H. Eakle, and James L. Tanner. The Power of Marriage Documents: Research Guide. CreateSpace Independent Publishing Platform, 2015.
  • Hansen, Holly T., James L. Tanner, and Arlene H. Eakle. US Land and Tax Records: Research Guide. CreateSpace Independent Publishing Platform, 2015.
  • Hansen, Holly T., James L. Tanner, and Arlene H. Eakle Ph.D. The Ins and Outs of Probate for Genealogists: Research Guide. CreateSpace Independent Publishing Platform, 2015.
  • Hansen, Holly T., Judith E. Wight, Arlene H. Eakle, and James L. Tanner. British Isles: Research Guide. CreateSpace Independent Publishing Platform, 2015.
  • Hansen, Holly T., Ruth E. Maness, Arlene H. Eakle, James L. Tanner, Locating Ancestors in the Old CountryCreateSpace Independent Publishing Platform, 2015.
  • Hansen, Holly T., Arlene H. Eakle, James L. Tanner, In-depth Census Research GuideCreateSpace Independent Publishing Platform, 2015.
  • Hansen, Holly T., Arlene H. Eakle, James L. Tanner, Beginning Military ResearchCreateSpace Independent Publishing Platform, 2015.
  • Hansen, Holly T., Arlene H. Eakle, James L. Tanner, Southern States Research GuideCreateSpace Independent Publishing Platform, 2015.