Refresh-Your-Family-Tree

Welcome Spring with a Fresh Take on Family History

May 26, 20255 min read

Welcome Spring with a Fresh Take on Family History

As the days grow longer and tulips begin to bloom, many of us feel that seasonal tug to tidy up—our homes, our gardens, and yes, even our family trees. Just like our closets or garages, our genealogy research can accumulate a little clutter over time. Inconsistent citations, duplicate records, half-finished leads, and digital files saved in five different folders. Sound familiar?

Spring is an ideal time to revisit, refresh, and refocus your family history research. Whether you’re just beginning your genealogical journey or knee-deep in 500+ profiles, a little cleanup now can lead to new discoveries later.

So grab your tea (or lemonade!) and let’s spring into action. Here are five ways to tidy up your family tree this season.

1. Clean Up Your Citations

Let’s start with a gentle nudge: how tidy are your source citations? Are they consistent? Complete? Or more of a “I’ll fix this later” situation?

Many family historians start out saving sources without worrying too much about format—but as your tree grows, inconsistent or incomplete citations can slow you down and even lead you in the wrong direction.

Try this spring-cleaning routine:

  • Review your oldest profiles and look at their attached sources.

  • Standardize the way you cite censuses, birth records, and obituaries.

  • Use templates (like Evidence Explained or RootsMagic’s citation tools).

  • Consider adding a “source checklist” in your notes or spreadsheet.

Pro tip: Fixing just 5-10 citations a week can make a huge difference over the course of the season—and in the future you will be thankful.

2. Prune Duplicates & Unconnected Profiles

Duplicate profiles and random floating people can clutter your tree and confuse your research. It happens to the best of us: you find a second cousin’s cousin and add them… but they don’t really connect to your main branches.

Take time this spring to:

  • Merge duplicates (carefully—double-check details before merging).

  • Delete or tag unconnected profiles (move them to a “holding area” if you’re unsure).

  • Use colour tags or notes like “To Review” or “Possible Match” for clarity.

  • Search for last names that appear only once—many times, these are errors or test entries.

Need a little push? Focus on one ancestral line per week. Start with your mother’s maternal line, for instance, and clean up as you go.

3. Organize Your Digital Files

Are your family history files scattered across your downloads folder, desktop, cloud, and four USB drives? You’re not alone. Organizing digital records can feel overwhelming, but a simple, sustainable folder system makes everything easier to find.

Suggested structure:

markdown

CopyEdit

/FamilyHistory

  /Surnames

    /Thompson

      /Photos

      /Documents

      /Census

    /MacDonald

      /Photos

      /WWI Records

  /Certificates

  /DNA Results

  /Wills & Probate

  /Photos – Unsourced


Other tips:

  • Rename files for clarity: “1881-Census-JamesThompson-Glasgow.jpg”

  • Use metadata or embedded tags if your photo software allows it

  • Delete duplicates and blurry photos you’ll never use

Bonus step: Backup your cleaned-up folder to the cloud or an external drive. Spring storms (and tech fails) happen!

4. Refresh Your Research Notes & Logs

If your research logs are outdated or scattered across notebooks, sticky notes, and online apps, this is your sign to give them a seasonal refresh.

What to review:

  • Ongoing brick wall problems

  • Leads you forgot to follow up on

  • Repositories or archives you planned to check

  • Ancestry or FamilySearch hints you meant to investigate later

Try this spring routine:

  • Dedicate one weekend to updating your log (spreadsheet or paper—your choice!)

  • Highlight any ancestors marked “in progress” and take small steps forward

  • Create a research goal for April and May (ex: “find great-grandfather’s immigration record”)

When your research notes are clean and updated, your next steps become clearer—and more exciting!

5. Reconnect with Cousins & Collaborators

Spring is also a time of renewal—and that includes relationships. Many of us have distant cousins or genealogy buddies we’ve chatted with and then lost touch. Others may have new information we haven’t yet seen.

Reach out and reconnect!

  • Send a message to a DNA match with a shared surname

  • Reply to an old genealogy forum or Facebook post

  • Share a “spring update” email with family members

  • Offer to swap photos or tell them about your latest discovery

You never know what someone else has uncovered over the winter! Collaboration can lead to new branches and untold stories.

Bonus Tip: Do a “Spring Showcase”

Celebrate your progress and share your family stories. Spring-cleaning your tree isn’t just about fixing—it’s about rediscovering.

Ways to share your refreshed research:

  • Post a short ancestor bio on social media with a photo

  • Create a “Then & Now” collage of family homes

  • Make a slideshow or short video for a Mother’s Day gathering

  • Add a “Spotlight Story” to your Ancestry tree for others to find

Sometimes a spring tidy-up leads to something worthy of being displayed, shared, and cherished.

Don’t Just Clean—Cultivate

Just like a garden, your family tree needs regular care. Some branches grow quickly. Others remain bare until the right season. But all trees benefit from thoughtful pruning, nourishing details, and the occasional fresh perspective.

By setting aside time this spring to tidy up your tree—whether it’s reviewing notes, fixing citations, or backing up files—you’ll set yourself up for stronger research and richer storytelling.

So put on some music, open a window, and spring into your family history with purpose and joy. Your ancestors (and your future self) will thank you.

Have your own spring cleaning ritual for genealogy? Share your best tips below! 




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.

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.

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