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How to Start Ancestry Research: 5 Easy Steps for Beginners

Ancestry research has witnessed a remarkable surge in interest and popularity in recent years. A curiosity increasingly drives people to explore their ancestral roots, uncover their heritage, and gain a deeper understanding of their cultural background. This growing fascination stems from a desire to comprehend how our ancestors played a role in shaping our identities and where we come from. Engaging in ancestry research allows us to establish a meaningful connection with the past and presents an opportunity to unearth captivating narratives and cultivate a sense of belonging.

Delving into our family history enables us to glean valuable insights into our own lives by tracing the footsteps of those who came before us. Through this journey, we can establish emotional and intellectual connections with our ancestors, forging a bridge between the past and the present. Exploring their experiences, triumphs, and challenges can provide a unique perspective on our struggles and achievements. By unravelling the stories of our forebears, we gain a greater appreciation for the lineage that has led to our existence and a renewed sense of gratitude for the opportunities and blessings we enjoy today.

Embarking on an ancestry research journey can be an enriching endeavour. It offers us a chance to piece together the puzzle of our family tree and discover hidden treasures within our genealogical heritage. By following the five easy steps outlined in this guide, beginners can confidently begin their exploration, armed with the tools and knowledge to navigate the vast array of resources available. With each discovery, we unveil a new chapter in our narrative and contribute to the tapestry of our family's history, ensuring that the legacies of our ancestors endure for generations to come.

Step 1: Preparing for Your Ancestry Research Journey

In addition to setting clear goals and expectations, it is crucial to include the collection of photos, letters, documents, and other memorabilia as part of your ancestry research. These tangible artifacts can provide valuable clues, insights, and connections to your family history.

Start by gathering all the existing family documents and organizing them systematically. Create a designated space or storage system to keep them safe and easily accessible. This may involve sorting through old photo albums, scanning fragile documents, or making copies of important letters.

While organizing these materials, note any names, dates, or locations mentioned in the documents. These details can serve as valuable leads for your research and help you uncover new branches of your family tree. Pay attention to handwritten notes, annotations, or signatures, as they may offer additional context or connections to other family members.

Photos, in particular, can be powerful visual aids that bring your ancestors to life. Study the photographs carefully, noting any individuals, locations, or significant events depicted. Consider reaching out to older family members who may provide more information about the people or events captured in these images.

Letters and other written correspondence can offer unique insights into your ancestors' lives, relationships, and experiences. Read through them attentively, paying attention to the language used, the topics discussed, and any references to specific individuals or events. These letters can provide a glimpse into the personalities, emotions, and daily lives of your ancestors.

As you organize and review these materials, create a list of questions you want to answer or areas you want to explore further. This will help guide your research and ensure you stay focused on your goals. For example, you may want to investigate the origins of a particular family heirloom, decipher the meaning behind a cryptic inscription, or uncover the story behind a faded photograph.

By including the collection of photos, letters, documents, and other memorabilia in your ancestry research, you can gain a deeper understanding of your family's history and enrich the narrative of your family tree. These artifacts serve as tangible connections to the past, preserving the stories and legacies of your ancestors for future generations.

Step 2: Starting with What You Know

When embarking on your ancestry research journey, a crucial starting point is to tap into the wealth of knowledge and memories held by your family members. Conduct interviews with relatives, capturing their recollections, stories, and any details they can provide about ancestors and their lives. Pay close attention to names, dates, and locations, as these pieces of information will serve as the building blocks of your research.

It is vital to document these findings accurately to establish a strong foundation for your research. Create a system for recording and organizing the gathered information, ensuring its accessibility and ease of reference as you delve deeper into your ancestry. One effective way to visually organize and depict your family connections is by creating a family tree. Utilize the various online tools and software available that can assist you in creating and managing your family tree effectively. These resources often offer user-friendly interfaces and the ability to input and link multiple generations of your family.

By starting with what you know within your own family, you lay the groundwork for uncovering new branches and connecting the dots of your ancestral lineage. The information gathered from family members becomes the springboard for further exploration and research, helping you trace your family's history with greater accuracy and depth. As you document and organize this valuable knowledge, you set yourself up for a more comprehensive and meaningful journey into your ancestry.

Step 3: Venturing Into Online Databases

The advent of online ancestry research databases has revolutionized the way we uncover our family history. Platforms such as,, and MyHeritage have become indispensable tools, offering access to an extensive and diverse range of records, documents, and historical data. These databases serve as virtual repositories of information, opening up new avenues for genealogical exploration.

To make the most of these online databases, it is crucial to dive in and explore their features and search functionalities. Familiarize yourself with the layout and tools they offer, allowing you to navigate through different types of records effectively. Birth, marriage, and death certificates are invaluable resources that provide key information about your ancestors, including names, dates, and locations. Immigration and census records offer insights into their journeys, places of residence, and even occupations. Learning how to navigate these records and utilize the search features will enable you to extract the maximum amount of information for your research.

While some online databases offer paid subscriptions or access to premium features, there are often ample free resources available as well. Take advantage of both free and paid resources to gather as much information as possible. This multifaceted approach ensures that you cover a broad range of sources and increases your chances of finding valuable details about your ancestors. By tapping into the vast collection of records and historical data offered by online ancestry research databases, you can uncover hidden connections, fill gaps in your family tree, and gain a deeper understanding of your lineage.

Step 4: Diving Deeper Through Offline Resources

In addition to the vast resources available online, offline resources play a significant role in ancestry research, offering a wealth of unique information that may not be easily accessible through digital platforms. Local archives, libraries, genealogical societies, and historical centers are treasure troves of records, documents, and manuscripts that can provide invaluable insights into your family history. Paying a visit to these institutions and reaching out to their knowledgeable staff can open doors to a wealth of information.

When visiting local archives and libraries, inquire about accessing specific records or collections relevant to your research. Archivists and librarians are skilled in navigating their extensive collections and can offer guidance on locating and interpreting the materials you need. They may be able to provide tips on searching through archival catalogues, using finding aids, or accessing rare manuscripts and local history resources.

Another valuable resource for offline research is genealogy support groups or forums. Joining these communities allows you to connect with experienced researchers who can offer advice, share their expertise, and provide guidance on utilizing offline resources effectively. Engaging with fellow genealogists can provide valuable insights, shortcuts, and recommendations for accessing lesser-known or harder-to-find records and resources.

By leveraging offline resources, you can uncover unique and lesser-known details about your ancestors that may not be available through online databases alone. Combining both online and offline research methods expands your research scope, ensuring a more comprehensive exploration of your family history and increasing the likelihood of discovering hidden gems and untold stories.

Step 5: Documenting Your Discoveries and Sharing Your Story

Once you start making exciting discoveries and uncovering your family history, it is essential to document your findings to ensure they are preserved and can be shared with future generations. There are various ways to document and present your research, depending on your preferences and the medium that suits you best.

One popular method is creating a family history book. You can compile your research, stories, and photographs into a beautifully designed book that tells the story of your ancestors. Include family trees, timelines, and narratives that provide context and bring your family's history to life. Organize the book logically and engagingly, making it easy for readers to follow the ancestral journey. Consider adding personal anecdotes or reflections to make the narrative more intimate and relatable. A family history book becomes a cherished heirloom that can be passed down through generations, ensuring your research and the stories of your ancestors are preserved in a tangible format.

Another option is to create a digital archive. Digitize documents, photographs, and any other relevant materials you have collected during your research. Organize them into folders or categories on your computer or an external hard drive. You can also use specialized genealogy software to create a digital archive, allowing easy organization and retrieval of information. Include scanned copies of birth certificates, marriage records, and other relevant documents, as well as photographs, letters, and written correspondence. By creating a digital archive, you ensure that your research is not only preserved but also easily accessible and searchable for future reference.

Building a website showcasing your research is another effective way to document your findings. You can create web pages that highlight different aspects of your family history, such as individual ancestors, significant events, or family branches. Include photographs, narratives, and relevant documents to provide a comprehensive and engaging experience for visitors. Additionally, a website can serve as a platform for sharing your research with family members and connecting with relatives who may have additional information or stories to contribute.

By documenting your discoveries through a family history book, digital archive, or website, you create a lasting legacy that ensures your research and the stories of your ancestors are preserved and accessible. Sharing your findings with family members fosters a sense of connection and provides an opportunity to gather additional information or stories that can further enrich your family history. Your research may even inspire others within your family to explore their ancestry and contribute to the collective understanding of your shared heritage.


In recent years, ancestry research has gained significant popularity as people seek to uncover their roots, understand their heritage, and forge connections with their ancestors. It provides a meaningful way to delve into the past, discover fascinating stories, and develop a sense of belonging. To assist beginners in embarking on their ancestry research journey, we have outlined five easy steps.

Preparing for the research journey involves not only setting clear goals but also gathering tangible artifacts such as photos, letters, and documents. These materials offer valuable clues and connections to family history. Organizing and reviewing them, noting names, dates, and locations, can serve as leads for further research. Creating a list of questions to answer or areas to explore helps maintain focus.

Starting with what you know, interviewing family members and recording their memories and details about ancestors, establishes a solid foundation for the research. Creating a family tree visually organizes the information and establishes connections between relatives. Online databases are essential resources, offering access to extensive records and historical data. Exploring platforms like and, and familiarizing oneself with their features and search functionalities, allows for effective navigation of birth, marriage, death, immigration, and census records.

In addition to online databases, offline resources play a vital role. Visiting local archives, libraries, and historical centers provides access to valuable records and documents. Seeking guidance from archivists and librarians and joining genealogy support groups or forums can enhance research outcomes. Documenting findings and sharing them is essential for preserving research and inspiring others. Creating a family history book, compiling a digital archive, or building a website can showcase research in visually appealing and accessible formats. Sharing discoveries with family members strengthens connections and may uncover further information or stories. By following these steps, beginners can embark on a rewarding ancestry research journey and gain a deeper understanding of their lineage and heritage.



Carol Walsh

Article by Carol Walsh

Carol Walsh is the CEO of Creative Roots, a professional genealogy company. She has a passion for preserving family history and storytelling. Carol's research methodology centers around fact-finding and publishing in a format that readers can use to preserve the stories. Her ultimate goal is to help families connect with their past and each other.