Formal Training

Formal Training

Perplexed by pedigree charts? Unfamiliar with family group sheets? We'll help you master these tools for recording your family tree.

It sounds like an easy enough starting point: Fill out a family tree chart. But once you have the basic family history forms in hand, this seemingly simple task becomes bewildering. Where do your siblings, aunts and uncles go? How do you deal with Grandma’s second marriage? Do you use her maiden or married name? And what do all those numbers mean?

Not to worry. After you’ve learned the format of standard genealogy charts and worksheets, you’ll see why generations of genealogists have found them so handy — they let you pack all your essential family facts onto a few sheets for instant reference. And even if you’re a total beginner, you can master pedigree paperwork in a jiffy: Just read our primer, and you’ll be filling out those forms like a pro. Ladies and gentlemen, sharpen your pencils…

Just your type

Genealogists use an assortment of research forms. In fact, you can download three dozen different forms free from our Web site (just log on to < But with so many options — from correspondence logs to calendars to census extraction forms — it’s easy to get overwhelmed. How do you know which ones you need?

All sorts of family forms can prove helpful, but beginning family history buffs will want to focus on the two staple worksheets every genealogist uses most: the pedigree chart and the family group sheet.

All about ancestors

We’ll start with the pedigree chart, which is also called an ancestor chart. It comes in a variety of sizes, from giant 15-generation posters to the single-page five-generation worksheet. At first glance, you might think this chart looks like a basketball bracket: — and it actually follows the same principle, only in reverse: Instead of beginning with many pairings and recording the outcome of each match until you’ve whittled the field to one, you’re starting with the end result (you) and working backward to fill in the “pairs” that preceded you.

Before you put pencil to paper, let’s go over a few basics. First, pedigree charts show only your ancestors: parents, grand-parents, great-grandparents and so on (no aunts, uncles or cousins). Every column on the chart represents a generation. Below each person’s name is space for birth, marriage and death information — on some charts, you’ll see this abbreviated as b, m and d. In addition to dates, you’ll note places, with town, county and state (for instance, Petersburg, Boone, Ky.)

Pencils ready? Write your own information in the space marked 1. Then it’s time to move on to your parents — and our next rule: Men always go on the top space, and women below. So your dad will go on line 2, your mom on line 3, your dad’s father on line 4, his mother on line 5 and so forth.

Those line numbers aren’t accidental; they’re Ahnentafel. That is, they’re part of a system that helps you keep track of each person’s place in your family tree, just as rankings on a basketball bracket tell you any given team’s position in the original field. Luckily, the pattern isn’t nearly as confounding as the pronunciation — which, by the way, is “ON-ant-awful.” (Coincidence? We think not.) It’s a beautiful system, really: Simply double any ancestor’s Ahnentafel number to determine his father’s number; add one to dad’s number, and you’ll have mom’s. That means even numbers always represent men; odd numbers, women.

Ahnentafel numbers can prove really useful when you extend your family tree past a single page. Suppose you’ve traced your mother’s paternal line beyond your great-great-grandfather (number 26), and you’d like to make a new chart that begins with him. Instead of numbering from scratch, you can pick up where you left off: Put Great-great-grandpa in the first space, but change the 1 to 26. In his father’s space, change the number from 2 to 52, convert his mother’s 3 to 53, and continue for each generation: Space 6 becomes 106; 12 becomes 212 and so on.

If you don’t renumber subsequent charts, you can use the “1 on this chart = _on chart _” line at the top of each page to keep people straight. In our example for your great-great-grandfather, you’d write “1 on this chart = 26 on chart 1.”

Group thinking

Now you’ve got ancestor charts down — but you don’t want to leave the rest of your relatives hanging. Enter the family group sheet. You’ll use this form to outline basic facts about one nuclear family: husband, wife and kids. Family group sheets let you account for all the siblings, aunts, uncles and cousins (so-called “collateral relatives”) who don’t make it onto your pedigree charts because they’re not your ancestors.

The format is pretty straightforward. In the top line identifying the family, pencil in the husband’s full name (not just his surname). That way, you can tell immediately whether you’re looking at the Wilbert Philpot family or the Norbert Philpot family.

Directly below, fill in the husband’s and wife’s names; their birth, marriage and death details; and their parents’ names. At the bottom of the page (under Children of This Marriage), list the kids in birth order, following each name with birth, marriage and death information. Voilà! You now have a snapshot of three generations on a single sheet.

What if your relative remarried after a divorce or a spouse’s death? Use the box labeled Other Spouses to note any additional marriages of the husband and/or wife. But don’t list offspring of those unions on the same sheet — instead, create separate family group sheets for those other marriages, and assign each child to the appropriate parents. So if your great-grandmother Naomi Crookshank had six children, four by her first husband, Silas Dobbins, and two by your great-grand-father Norbert Philpot, you’d make two family group sheets with Naomi as the mother Her four kids with Silas would go on one form, and the two with Norbert would go on the other.

You’ve probably noticed two Source # columns on your family group sheet. For each fact you record, you’ll want to note where you got that information on the back of the form or on a separate page. Just compile a running list of the sources, number each item, then write those numbers next to the corresponding details. You’ll probably list multiple sources for some facts, and use a single source for several different items.

Documenting facts may seem like a formality, but we guarantee you’ll be glad you did. When you refer back to certain details later or compare notes with a fellow researcher, you won’t find yourself wondering, “Where did I find Norbert’s burial location? And did Naomi’s birth date come from her marriage license or baptismal certificate?” (Although pedigree charts don’t have a designated place for documentation, you still can cite your sources. Either list them on the back of the chart, or note references to the sources on the corresponding family group sheets.)

Rules to fill by

Now that you know the standard forms, it’s time to learn the conventions for completing them. In Family History 101 (Family Tree Books), beginning genealogy instructor Marcia D. Yannizze Melnyk provides five guidelines:

1. Write surnames in capital letters. The all-caps approach lets you (or someone reading your charts) immediately distinguish last names from first and middle names. At first, this might seem unnecessary — but when you run into kin named Guillaume GAUTIER de LACHENAYE, Sebastiano Giovanni DI CARLO and the like, you can see the importance.

2. If you know middle names, spell them out. Naturally, this helps you distinguish Grandpa William Randolph Reynolds from Grandpa William Robert Reynolds. Remember, too, that some people went by their middle names. For example, my great-great-grandpa Charles George Michael Hauck was known to all as Michael, and that’s how he shows up in most US records.

3. Always record nicknames, denoting them in quotation marks. Again, you want to show your ancestors’ full identities, so you can match up family history to the right relative. This is especially useful for kin whose nicknames don’t relate at all to their real names, such as my uncle Everett “Butch” Smith.

4. List women’s maiden names, not their married names. Since you’re recording your female ancestors right next to their husbands, including their married names is redundant. If you don’t know a woman’s maiden name, note that with a question mark or simply skip the surname.

5. Format dates as day, month, full year. For consistency, genealogists write dates European-style, flip-flopping the American convention of month, day, year. To avoid any potential confusion, they also use the month’s abbreviation (Melnyk suggests putting it in capital letters) instead of a numeral. You know what 12 AUG 1836 means, whereas 12/8/1836 isn’t so clear — is that Aug. 12 or Dec. 8? If you haven’t yet established an exact date, you can use qualifiers such as by 1836, before 1911 or after 20 May 1893.

Now you’re well-qualified to put these pointers into practice. So go ahead, get busy chronicling past generations — and be sure to keep your pencil sharpener handy.

Five-Generation Ancestor Chart

Family Group Sheet of the Family


Crunching the Numbers

Nosing around the library stacks, you discover a book about your family. As you flip open Descendants of Kermit Von Snortmacher, Volume 1, your eyes widen in delight: This book names hundreds of relatives.

But wait — there’s a problem. The people appear to be in some sort of order, though you sure can’t figure it out. Each person’s name is peppered with numbers: Arabic numerals, Roman numerals, even superscript figures. Thinking it’s a fluke, you pick up other publications — only to find they all exhibit this peculiar numeric pattern.

No, it’s not a secret code. You’ve encountered one of the genealogical numbering systems typically used in family books, journals and the reports in your genealogy software. These schemes actually are designed to help you, not hinder you, by organizing family facts according to a common standard.

The ahnentafel numbers used on pedigree charts are the simplest numbering system; they outline a person’s ancestry. (Learn more about these numbers on the opposite page.) To delineate descendancy — one person’s offsprings — most genealogists use the NGSQ System (short for National Genealogical Society Quarterly; also called the Modified Register System) and the Register System (named for the New England Historical and Genealogical Register).

Here’s how they work: You start with the forefather, who is number 1. Below him, his kids get listed in birth order with Roman numerals (i, ii, iii). Both systems give children sequential Arabic numbers (2, 3, 4) to identify the kids when they appear later — but the systems assign these numerals differently. In the Register System, only children who have their own offspring get Arabic numerals. NGSQ gives everyone Arabic numerals, then denotes people whose lines continue forward with plus signs (+).

And what oft hose superscript numbers? They indicate the generation. To help you keep the line of descent straight, the systems parenthetically list each person’s ancestors, along with their generation numbers. So a Register-format entry might look like:

9. Friedrich³ Von Snortmacher (Helmut², Kermit¹).

26. i. Helga4 Von Snortmacher

ii. Karl Von Snortmacher

27. iii. Wilhelm Von Snortmacher

This tells you Friedrich is Kermit’s grandson and Helmut’s son. You also know two of Fried rich’s kids, Helga and Wilhelm, had children — whose names you’d find under 26 and 27, Helga’s and Wilhelm’s individual entries. For detailed explanations and examples of these systems, see <>.
From the May 2006 issue of Family Tree Magazine.

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