01

Treat a match as a candidate

Finding the same name can feel like a breakthrough, especially when there is only one result. But one result means only that the current database and conditions returned one entry, not that history contained just one person of that name. Give it a candidate identifier before attaching it to a family tree. List known characteristics and distinguish original-material evidence, relatives’ reports, and estimates. The National Archives’ introductory guidance considers names, dates, places, and relationships together in identification.[1] A useful habit follows: a shared name begins comparison, which must include where someone lived and their relationships. A pause now can prevent dozens of later records being attached to the wrong person.

When sharing the table, explain candidate identifiers as record subjects awaiting identification. Avoid publicly pairing an unconfirmed portrait with a name, turning a provisional guess into something others cite as fact.

02

Give every person a separate column

Make a comparison table with separate columns for candidates A, B, and C. Compare recorded name, age range, birthplace, address, occupation, spouse, parents, children, and dates of appearance. Keep empty cells empty; do not copy A’s spouse to B because B lacks one. Add a source identifier to each cell and preferably separate wording from summary. Use labels such as supports, conflicts, and unknown rather than immediately assigning scores. The meaning of each feature depends on the setting; ten commonplace similarities cannot mechanically establish identity. A clear relationship conflict may demand more explanation than several broad similarities. The table makes comparison visible rather than letting an algorithm decide.

03

Read the record in its full setting

A Wang Fu in an index may offer far less information than a Wang Fu on a full registration form. Open the image and examine fields, headers, continuation pages, and other household or group members. A nearby number might be age or sequence number; a place might be birthplace or registration location. If the form’s rules are unclear, read guidance for that record type before interpreting fields. The National Archives’ census entry point offers year-specific material and research routes, reminding us that records require appropriate context.[2] Save the whole page rather than a name-only screenshot. Identity often becomes clearer through nearby relationships, which a tightly cropped image removes.

04

Fictional case: two Li Chengs from the same area

Everything in this case is fictional. An old family letter says Li Cheng lived on Stone Bridge Street, had a wife called A-Mei, and worked as a carpenter. A city directory lists a carpenter named Li Cheng near that street; a school registration also lists a Li Cheng, whose father was a trader and whose address was elsewhere. Call the directory person candidate A and the school person candidate B. A has similar location and work, but lacks a relationship link; B’s different address does not necessarily exclude him because people move. A wage signature for A resembles a family-letter signature, still only a supporting clue. A further letter explicitly addressed to A-Mei at the same address advances the case. Several connections together justify considering whether A is the target person.

05

Explain conflicts rather than erase them

If a candidate’s age differs by ten years, do not dismiss it by saying old records often contain errors. Check who supplied the age, when it was recorded, possible misreading, and different ways of counting age before considering an explanation. If someone appears to have two households in the same period, do not invent a secret marriage to combine them. Two people, displaced entries, or misunderstood dates are possibilities requiring evidence. Put clear conflicts near the conclusion rather than burying them in notes. An acceptable conclusion may be “currently indistinguishable; do not connect.” Uncertainty does not make research a failure; it leaves a safe, clear starting point for whoever finds another record.

06

Check apparently independent material

Three websites giving the same birth year are not necessarily three independent witnesses. They may copy one family tree or use the same index. Trace each statement to its earliest visible source and note citations between sites, identical images, and shared errors. If three pages are different transcriptions of one form, treat them as representations of one information source rather than claiming three archives corroborate one another. Likewise, two relatives may know a grandfather’s occupation from the same family booklet. Asking “How did you learn this?” is often more useful than “Are you certain?” Understanding the flow of information distinguishes independent observation from repeated transmission.

07

State the reasons and limits of a connection

Before merging candidates, write an assessment rather than just clicking confirmation. A possible form is: these records provisionally concern the same person because they share a spouse, continuous addresses, and compatible ages; a change of occupation remains unexplained; next check the directory for a named year. Link each reason to a source and explain how each limitation affects the conclusion. Avoid figures such as ninety-nine percent certain without a calculation behind them. If excluding a candidate, preserve the reason and scope of material checked so the same name does not cause another mistaken connection later. Labels such as strongly supported, awaiting verification, or unsupported by current evidence should describe this research assessment, not permanent identities.

08

Correcting a connection respects a person

After discovering a mistaken connection, remove it and check whether birthplace, occupation, spouse, and descendants were inherited incorrectly from it. Keep a correction record and tell collaborating relatives what changed and why. Do not silently delete an old page while others continue forwarding screenshots. Add a brief correction beside the relevant article with a new source trail. A person should not be placed in someone else’s household merely to complete a tree; an unconnected name can still deserve preservation. Before Us seeks to recognize people who actually lived, respecting their own relationships and experiences. Carefully excluding an appealing namesake can serve that aim better than adding another generation, while reducing misunderstanding throughout the family story.

Sources

Explore these institutions’ guidance and check collection coverage and original records.

  1. National Archives: How to Begin Genealogical Researchwww.archives.gov
  2. National Archives: Census Recordswww.archives.gov