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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 for the flagship Gold tool — the Warthen Interactive Cluster — plus a preview of the tree tools coming to Gold next.

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?”

Coming soon to Gold: the tree tools

Two more Gold tools are in active development — you'll see them in the People menu marked Coming Soon, and Gold subscribers get them as they're released:

  • Common Ancestors — remember Lesson 6, opening cluster members' trees one by one hunting repeated surnames? This automates it: it sweeps the trees you gathered and reports the ancestors that appear in multiple matches' trees — a ranked candidate list for your brick-wall ancestor.
  • My Trees — upload your GEDCOM file and the Client compares your tree against your matches' trees: which matches connect to which of your ancestors, and where their trees extend past your brick walls.

The tree data you've been gathering since Lesson 4 is exactly what these tools will run on — so everything you gather now is ready for them on day one.

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?
  • Toggle the ancestor overlay and note which clusters have no ancestor label yet — that's your research to-do list
  • Compare the WIC map against your CLM chart from Lesson 5 — find one insight the interactive view surfaces that the grid didn't

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 ran your first cluster in Lesson 5 and immediately wanted to explore it — zoom in, click around, see your ancestors mapped onto it — that's exactly what the Warthen Interactive Cluster does, and the upcoming tree tools are included as they arrive.

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
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