Everyday practical guides

Document a connection in family history

Start with a specific relationship to examine and keep the document supporting it, with its origin. An identical name or shared tree is a lead, not sufficient evidence to merge two people.

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Fictional old photographs and a research notebook
AI-generated illustration · Fictional scene.

The method

  1. Define the relationship and known clues: names, places, periods and available documents. Mark information derived from memory or family accounts.
  2. Search holdings and services appropriate to the country and place. Record reference, date, page or image; distinguish the original document from a transcription or index.
  3. Compare agreement and contradictions. Retain several hypotheses when a connection is uncertain, then identify the next search that could distinguish them.

Fictional worked example

In a fictional case, two people share a name in different towns. A record mentions a compatible family relationship but a date differs. Your note preserves the discrepancy and each datum’s source; it does not unify people on name alone.

The record to keep

Keep reference, institution, document address, page locator, personal transcription and provisional conclusion. Limit disclosure about living people.

Your record, step by step

For your own situation, record the following information. Check a field when it is documented; missing information still needs verification. The boxes are a reminder within this page.

This checklist does not validate your project. No entries are sent or saved.

Fictional worked case. Two fictional entries share a name. The record avoids treating resemblance as certain identity.

Your record, step by step : Document a connection in family history
ElementObservation in the caseInterpretation or next check
Record ASame name; birthplace statedKeep the archive reference and record image
Record BSame name; age differs by several yearsRecord the difference rather than silently correcting it
Assumed linkAn online family tree connects the peopleTreat the connection as a hypothesis
Next searchCompare spouse, parents and address when presentKeep supporting and conflicting details

What this method can establish

This method organises documentary research. It determines neither identity, legal parentage nor inheritance rights; archive access rules vary.

Useful questions before you start

Can an unclear date be replaced by one in a shared family tree?

Keep the uncertain transcription and image. The tree is a lead rather than an automatic correction of the record; seek another document.

Supporting documentation

These references support the method. Each source shows its language and consultation date; an available directory record explains its purpose.

An editorial method, a fictional example and references for further reading.

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