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Lesson 8: The Gold Toolkit Gold

About 15 minutes · What you'll have at the end: a clear picture of what the Gold tools add — and if you have Gold, your first run of each.

Already a Gold subscriber? This lesson is your activation checklist — these tools are the reason you chose Gold, and today you'll run each one on your own data.

On Silver? Read on to see what Gold adds. Everything you've built in Lessons 1–7 — your database, your clusters, your labels — carries over the moment you upgrade; the Gold tools simply switch on over the same data.

Warthen Interactive Cluster

The Warthen Interactive Cluster is the CLM idea, made explorable. Instead of a static grid, you get a zoomable, clickable cluster chart with superclusters — clusters of clusters that typically map to your four grandparent lines — and, best of all, an ancestor overlay: your known ancestors drawn on top of the clusters they explain. The unlabeled areas of the chart are your remaining research questions, visible at a glance. Where CLM answers “what groups exist,” Warthen Interactive Cluster answers “what does my whole match list look like as a family map?”

Common Ancestors

Remember Lesson 6, opening cluster members' trees one by one hunting repeated surnames? Common Ancestors automates it: it sweeps the trees you gathered and reports the ancestors that appear in multiple matches' trees. A couple who shows up in four of your mystery-cluster members' trees is no longer a hunch — it's a ranked candidate for your brick-wall ancestor, found while you got coffee.

My Trees

My Trees closes the loop with your own research: upload your GEDCOM file, and the Client compares your tree against your matches' trees to surface the overlaps — which matches connect to which of your ancestors, and where their trees extend past your brick walls.

If you have Gold: do this now

✅ Do this now
  • Run Warthen Interactive Cluster (Autosomal menu) on your kit and find your superclusters — can you name all four grandparent lines?
  • Run Common Ancestors (People menu) and review the top recurring ancestors it finds
  • Upload your GEDCOM in My Trees and compare it against your matches' trees

If you're on Silver

Gold is $10/month (or $100/year), and upgrading takes about a minute on the Subscribe page — your existing database and everything you've done in this course works with the new tools immediately. A fair rule of thumb: if you found yourself squinting at cluster members' trees in Lesson 6 wishing something would just tell you the common ancestor — that's the job Gold does.

Upgrade to Gold

You made it — what's next

That's the course: install → gather → explore → deepen → cluster → interpret → expand → power tools. From here:

  • Keep the loop going — lower thresholds, more services, revisit clusters as new matches arrive
  • Bring your questions to live office hours — real research problems welcome
  • The Help Center is your reference for every tool and option
← Lesson 7: Going Deeper Mark complete → Finish the course