Why Proof Is So Important In Genealogy Research

Recently, I joined a Zoom meeting with approximately 40 other genealogists to discuss “proof in genealogy research,” exploring concepts like proof of kinship and evaluating evidence. The conversation reinforced a fundamental point: proving that what you find actually applies to your ancestor is important for building an accurate family tree and documenting the details that make up each person’s life story.

In this blog post, we’ll discuss the different types of proof so that you can write about your family with confidence.

scrabble tiles spelling the word proof representing proof in genealogy research

Genealogy is more than collecting names. It’s about finding evidence that supports each connection you make. That’s where the idea of “proof” comes in. Proof gives your research reliability. It’s how you know you’ve got it right (and how others can trust your work too.)

What Is the Genealogical Proof Standard?

As a professional genealogist, I uphold high standards in my research and writing by applying the Genealogical Proof Standard, or GPS, to my work. It is the foundation for good genealogy. Think of it as a checklist for reliable research. The Board for Certification of Genealogists created it, but it’s something every family historian should use.

Here are the five parts of the GPS:

  1. Reasonably exhaustive research
    You’ve looked in all the relevant places like census records, vital records, land, probate, newspapers, and more that can answer your research question. You’ve also emphasized original records.
  2. Complete and accurate source citations
    You can show exactly where each piece of information came from. Don’t forget to include your negative searches so that you don’t repeat a search in the future. For more, read my blog post, “How To Make Genealogy Source Citations Easy.”
  3. Analysis and correlation of the evidence
    You’ve studied the evidence and made sense of how it all fits together (or doesn’t.) Compare each new piece of evidence to what you’ve already found and correlate it.
  4. Resolution of conflicting evidence
    If two records say different things, you don’t ignore it; you explain it. The explanation makes your work credible. In this step, avoid common myths, such as “my ancestor’s name was changed at Ellis Island.”
  5. A soundly reasoned, written conclusion
    You write down what you found and how you reached your conclusion. Writing is a key step in this process. For more, read my blog post, “7 Reasons To Stop Your Genealogy Research and Write.”

Following the GPS helps you avoid mistakes and build a tree you can rely on. It also helps future researchers understand what you did and may even build upon your work.

For the remainder of this blog post, we’ll focus on the final aspect of the GPS: writing a soundly reasoned conclusion.

So, What Is a “Proof”?

According to Thomas W. Jones, author of Mastering Genealogical Proof, “proof exists … only in writing. It requires a written and documented fact, statement, or explanation…”1 Here are the ways we do that:


1. Proof Statement

A proof statement is short and simple. You use it when the evidence is clear and direct. When you have a credible piece of direct evidence from a reliable source, you can write one sentence that provides “proof.” You could have more than one piece of evidence that provides this same information.

Example:
“Mary Jones was born on 10 March 1885 in Portland, Maine, according to her birth certificate from the Maine Vital Records Office.”

That’s it. There is no need for anything longer, because the record answers the question directly. As long as there are no conflicts, a proof statement can be used.


2. Proof Summary

A proof summary is a little more involved. You use this when you have several sources that all agree, and you want to show how they support your conclusion.

It’s still fairly short, maybe a few paragraphs. You’ll cite each source and explain what it says. This format is helpful when the answer isn’t written out clearly in one place, but the records all point in the same direction. Or when you do have direct evidence of an event or identity and want to explain them all.

You could have easily explained conflicts in a proof summary.

Example: For my Zoom meeting, I used the marriage of my 2x great-grandparents, John Dunahoo and Sarah Churchman, as an example of a proof summary. I found credible evidence in a marriage license, marriage register entry, 1900 census, and John’s Civil War pension file. Plus, the 1860 census lists them as living near each other.

John Dunahoo didn’t have to look far for a wife; Sarah Churchman was living in his neighborhood in July 1860. By October of that year, they were married. Multiple sources confirm their marriage date as 18 October 1860, in Grainger County, Tennessee: a marriage license, register entry, and John’s own testimony in a pension questionnaire. The 1900 census shows both reporting 39 years of marriage, which agrees with the 1860 date. John’s sworn statement in the government pension document provides reliable confirmation of his marriage to Sarah Adeline Churchman. It also provides Sarah’s middle name, which was not found anywhere else.

This is a simple paragraph tying all the pieces of evidence together. There were no conflicts in this case, but if there were, I would have explained them.


3. Proof Argument

A proof argument is the most detailed. You use it when the evidence is complicated or when the sources don’t agree.

  • Maybe there are two men with the same name in the same town.
  • Perhaps your ancestor’s birth record was never created.
  • Maybe you need to piece together an ancestor’s story from indirect clues.

A proof argument walks the reader through your entire thought process. It can be one page or several. You’ll explain the research, show the conflicts, and describe how you resolved them. This is often used in articles, books, or professional reports. Case studies are typically proof arguments and are found in genealogical journals. For more on this, read “Case Studies: A Powerful Way To Learn Genealogy.”

Example: I wrote a proof argument for my ProGen Study Group, which I submitted to the Bucks County [Pennsylvania] Genealogical Society Newsletter in March 2023. You can read that HERE.


Why Does This Matter?

If you’ve ever added someone to your tree and later realized they weren’t related, you know how easy it is to make errors. Proof keeps that from happening.

Here’s what solid proof does:

  • Helps you avoid mistakes
  • Builds trust in your research
  • Makes your work useful to others
  • Saves time in the long run
  • Leaves a legacy of quality work for future generations

You don’t need to be a professional to use these ideas. Anyone doing genealogy can apply the Genealogical Proof Standard. It’s just about being careful, thoughtful, and thorough.


Finally

Genealogy is detective work. You’re gathering clues and building a case. Without proof, your tree is more like a house of cards. But with good research and solid conclusions, it becomes a story you can be proud to share.

If you’re not sure where to start, try writing a simple proof statement for one of your ancestors. Then move on to summaries and arguments as your questions get more complex. It’s a great way to sharpen your skills and strengthen your tree.

Genealogy tip: Once you’ve written proof for a fact in your online tree, add it as a comment in Ancestry or the Collaborate or Memories section of FamilySearch. This allows others to see the work you’ve put into accurately building your tree.

If you’re having trouble piecing together your ancestor’s life, give me a call. Sometimes, a fresh set of eyes is all you need to move forward in your research.

1 Thomas W. Jones, Mastering Genealogical Proof (Arlington, Virginia: National Genealogical Society, 2013), page 83. To purchase this book, you can find it at the National Genealogical Society or Amazon.

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How to Make Sense of mtDNA (Mitochondrial DNA)

If you’ve taken a DNA test at one of the major testing companies, it’s most likely been an autosomal test (atDNA). This test analyzes the 22 pairs of chromosomes (excluding the 23rd pair of sex chromosomes), revealing ethnicity, genetic cousins, etc., from both sides of your family.

A mitochondrial DNA test (mtDNA) reveals information about your direct maternal line (your mother’s mother’s mother, and so on). This can be the next step if you have a brick wall on your matrilineal line.

In this post, I’ll walk you through why mtDNA testing is worth considering, what the results can tell you, and the best steps to take once you have your data. Once you understand what mtDNA is good for (and what it isn’t), you’ll start to see how it can fit into your family history research.

photo of mitochondrial dna

Taking a DNA test could help you build your family tree. To learn more, check out my blog post, “How To Start Using DNA In Genealogy Research.”

As a professional genealogist, I’m always learning something new. Lately, I’ve been curious about the different types of DNA tests available, especially mtDNA. I decided to order an mtDNA test kit from Family Tree DNA, and now that I have my results, I’d love to share what I’ve learned.

What is Mitochondria?

Mitochondria, the plural of mitochondrion, are found in every human cell, except red blood cells. They are responsible for energy production in the body by converting the food we eat into a form of energy that our bodies can use. Without mitochondria, our cells wouldn’t function properly.

Why Take an mtDNA Test and What is it Good For?

Mitochondrial DNA is unique because it’s passed down almost unchanged from a mother to ALL her children. Men and women both inherit mtDNA, but only women pass it on to the next generation. This means that if taking an mtDNA test is the right move for you, anyone can take the test. So, why do it and what is it good for?

  • Tracing Maternal Lines: It focuses solely on the mother’s side. Autosomal DNA can’t. It’s the best tool we have for exploring your direct maternal line.
  • Brick Walls: If you’re stuck trying to trace a woman’s maiden name or origins, mtDNA can sometimes confirm connections or point you in the right direction.
  • Ancient Roots: mtDNA reveals your haplogroup, which tells you about your deep maternal ancestry and ancient migration patterns going back hundreds of years. For example, you might learn your maternal ancestors came from Scandinavia, the Mediterranean, or Eastern Europe.
  • Relationship Confirmation: It’s useful to confirm or rule out a maternal relationship, especially when other records are missing or unclear.
  • Native-American Heritage: mtDNA and Y-DNA (paternal line) tests that show haplogroups are usually the best ways of proving Native-American heritage.

If your goal is to learn more about your maternal heritage or break through maternal brick walls, mtDNA may be your answer.


Making Sense of Your mtDNA Results

When you open your mtDNA results, you’ll see several key pieces of information:

Haplogroup: Think of this as your maternal branch on the human family tree. It tells you about the ancient origins of your maternal line. For example, my haplogroup J is common in Europe, migrating north out of Africa.

Matches: Your test results will include a list of people who share mtDNA with you. These matches may have a close genetic distance (meaning they’re likely more closely related) or a distant one, depending on their genetic distance.

Genetic Distance: A genetic distance of 0 means you have an exact match, which can indicate a close maternal connection, but it doesn’t have to. A distance of 1 or 2 indicates that there are a few differences in your DNA, which could suggest a shared maternal ancestor from many, many generations ago.


What To Do With Your Matches

So, you have a list of matches, now what?

Look for Familiar Surnames and Locations: Review your matches’ family trees (if they have them) and focus on the maternal line.

Reach Out: Send a friendly message to your closest matches. Share your maternal line details and ask if they recognize any names or places. Email addresses are included with your matches, making it easy to contact them. Take a look at where my matches are from – wow!

Build a Maternal Tree: Start with your mother, grandmother, and great-grandmother, and trace back as far as you can. This makes it easier to see where your maternal line overlaps with others.

Compare Trees: If a match has a public tree, look for potential connections, especially among women whose maiden names or origins you don’t know.


Combining mtDNA With Other DNA Tests

mtDNA is most powerful when used alongside other DNA tests, such as autosomal DNA or Y-DNA.

  • Autosomal DNA + mtDNA: Autosomal results can identify relationships within the past 5–7 generations, while mtDNA can confirm if that connection is on the maternal side.
  • Y-DNA + mtDNA: If you test both your paternal (Y-DNA) and maternal (mtDNA) lines, you get a more complete picture of your direct ancestral roots.

Remember, mtDNA on its own won’t build out your family tree. Think of it as a tool that complements your paper research and other DNA tests.


Limitations of mtDNA Testing

While mtDNA is valuable, it’s not a magic wand for every genealogy problem. Here are a few limitations to keep in mind:

  • One Line Only: It traces just one ancestral line, which means you’re looking at a very small slice of your family tree.
  • Ancient Matches: Many of your matches may be connected hundreds or even thousands of years ago, making it difficult to find a specific ancestor.
  • Patience Required: Not all matches have family trees, and some may not respond to messages.

Understanding these limits will help you set realistic expectations and avoid frustration.


Next Steps With Your mtDNA

To get the most from your mtDNA results, try these steps:

  1. Document Your Maternal Line: Create a detailed chart or family group sheet just for your mother’s line.
  2. Join mtDNA Projects: Testing companies often have haplogroup or geographic projects. Joining these groups can help you connect with others and learn more about your maternal line’s origins.
  3. Combine DNA With Records: Use traditional research methods (census records, vital records, etc.) to confirm what you learn from DNA.
  4. Stay Up-to-date: As more people test, your mtDNA matches may become more useful over time.

Finally

mtDNA testing is used for specific genealogical problems, but it can also reveal fascinating details about your maternal ancestors. Even if you don’t get immediate answers, the information you’ve collected is valuable. It connects you to a lineage that stretches back through generations of women, each with her own story to tell.

Genealogy tip: Look for sales on all types of DNA tests. Mother’s Day, Father’s Day, and Black Friday are usually the best times of the year to buy.

DNA is only one piece of the puzzle. If you need help building a family tree or discovering your immigrant ancestor, click below to set up your free 30-minute consultation.

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Beginner’s Guide To Ancestry’s New DNA Clustering Tool

If you’ve taken a DNA test with Ancestry, you probably looked at your match list and wondered how you’re going to figure out who all these people are. You’re not alone.

DNA matches can be powerful tools, but they can also be overwhelming, especially when you’re trying to build your family tree or break down a brick wall.

Now, Ancestry has introduced a new feature called Matches by Cluster. It’s part of their Pro Tools subscription, and it’s designed to help you see your DNA matches in a whole new way. I talk about the Pro Tools subscription in my blog post, “How To Use Ancestry’s DNA Enhanced Shared Matches Tool.”

Let’s walk through what it is, how it works, and how it can help move your research forward, even if you’re just getting started with genetic genealogy.

modern dna sculpture in valencia science museum

What Is the Matches by Cluster Tool?

Matches by Cluster is Ancestry’s version of an auto-clustering tool. It takes your DNA matches and groups them into clusters based on the genetic relationships between matches. This is a new tool for Ancestry, but MyHeritage has had auto-clustering for several years.

In other words, it shows you which matches are likely related to each other, and you, through the same ancestor or ancestral line.

This tool eliminates the guesswork of manually organizing your DNA matches. Instead of scrolling through a long list, you can now see patterns more clearly.


Why It Matters

Let’s say you’re looking at 600 DNA matches.

You know some of them are from your dad’s side. Some are from your mom’s. And others you’re not so sure about.

The Matches by Cluster tool groups them together so you can start to see family branches.

  • One cluster might connect to your maternal grandmother’s family.
  • Another might be tied to your paternal grandfather’s line.
  • A third could lead to a mystery ancestor or a new discovery.

By focusing on groups instead of one match at a time, you can save time and find more clues about how everyone fits together.


How to Find the Tool on Ancestry

To use Matches by Cluster, you’ll need to subscribe to Pro Tools on Ancestry. Currently, the cost is $10/month. But Ancestry has sales throughout the year, so look for those, especially around Black Friday.

Here’s how to get started:

  1. Log into your Ancestry account.
  2. Click on DNA in the top menu.
  3. Choose Ancestry DNA from the dropdown.
  4. Click on Matches.
  5. Select by Cluster with the green “Pro” next to it.

If you don’t see it yet, don’t worry. Ancestry is rolling it out gradually. You should receive an email when it’s available to you.


What You’ll See

When you first open the Matches by Cluster tool, your cluster will need to be generated. You may wait 30 minutes or so for that to happen. After it does its magic, you’ll see a chart that looks like a grid or a matrix. Each colored square represents a person who shares DNA with you and with other people in the same group.

example of dna match clusters

The names of your matches are in the same order across the top as they are down the side. The colored boxes mean that the two DNA matches match each other. The white boxes mean they don’t. The darker squares that form a diagonal are where your DNA matches “match” themselves.

The gray boxes mean that the match is in two groups. In my example above, LS is a match that belongs in both the orange and pink groups. Travel horizontally and vertically from the gray square to see what groups that match belongs to.

You’ll also get a list view of each cluster. You can click into them, look at the matches in that group, and see shared matches, family trees, and any notes you’ve added.


Who Shows Up in Your Clusters?

The first release of this tool focuses on matches who share about 65–1300 centimorgans (cM) with you. That means you’ll see mostly 2nd to 4th cousins or some 5th cousins if the shared DNA is high enough.

These matches are often easier to place in your family tree, which makes the clusters more useful right away. Ancestry has said future updates may include smaller matches too.


How Beginners Can Use It

If you’re just starting out, don’t feel intimidated. Here’s how you can use this tool in simple steps:

1. Pick One Cluster to Focus On

Don’t try to tackle all your clusters at once. Start with one that has several people in it and click into their profiles. See if you recognize any surnames or family locations.

2. Check Their Trees

Look at the family trees of people in that cluster. Is there a surname or ancestor name that shows up more than once? That’s often your clue to the common ancestor.

3. Add Notes

Keep track of what you find. Ancestry lets you add notes directly on each match. You can write things like, “Matches Smith line from Ohio” or “Possible 3rd cousin through great-grandmother’s family.”

Once I figure out a match, I write their line of descent from our common ancestor in the notes section. I also include an emoji in front to know at a glance what part of my family tree they are from. I use Emojipedia.


How Intermediate Researchers Can Benefit

If you’ve been working with DNA for a while, this tool can help you:

  • Spot new connections you may have missed
  • Verify your hypotheses about how matches are related
  • Prioritize matches for contacting or tree building
  • Visualize endogamy or pedigree collapse in certain regions

It’s also great for tracking your research. You can create monthly or quarterly clusters to monitor new matches and progress over time.


Tips for Getting the Most Out of It

Here are a few ways to make this tool work harder for you:

  • Use it alongside your match notes. When you find something new, go back and add it to your match list.
  • Combine with traditional research. The clusters point you in the right direction, but census records, obituaries, and other sources still confirm the relationships.
  • Build mirror trees. If a cluster looks promising but confusing, build out a tree using one of the match’s ancestors and see where it overlaps with yours.

One Word of Caution

Just remember: shared DNA doesn’t always mean shared recent ancestry. Some matches in a cluster may be related in different ways, or much farther back than you think.

Always double-check your research before jumping to conclusions. DNA is only one piece of the puzzle.


Finally

Ancestry’s Matches by Cluster tool is a welcome addition to our DNA toolbox, especially for those who like visual tools.

It takes the intimidation of a long DNA match list and gives it structure. Whether you’re just getting started or looking to solve a tough mystery in your tree, this tool can help you find your next clue.

If you have Pro Tools, take a few minutes to explore it. You might be surprised at what you uncover.

And if you’re still waiting for access, don’t worry, it’s on the way. In the meantime, continue to organize your matches, build your tree, and learn as much as you can. Each step brings you closer to understanding your family story.

Genealogy tip: Once you’ve determined how a match is related to you and added them to your tree, add a tag to their Ancestry profile. Pre-made DNA MyTreeTags are available, such as “Common DNA Ancestor” and “DNA Match,” or you can customize and create your own.

If you want to discover your ancestors and share their stories, but aren’t sure where to start, click below for a complimentary 30-minute consultation. We can find a way forward together.

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