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宗脉家谱宗脉家谱记录家族,连接故乡

Preserve the original appearance, make the full text searchable, and link related individuals

Genealogy Digitization

Digitization should preserve three layers of deliverables at the same time: verifiable original-page images, searchable text and catalogs, and personal relationship data that can be used for continued genealogy compilation. Simply taking a batch of photos does not mean digitization is complete.

Applicable Scenarios

First determine the current stage of your materials

Projects with the same surname and the same number of people may require different working methods depending on the source materials and objectives. The following scenarios are suitable for starting with this service.

Applicable

Old genealogies need preservation

The paper has become brittle, damaged by insects, or only a single copy remains, and you want to minimize handling while creating backups.

Applicable

The content needs to be searchable

There are many volumes, and you want to quickly locate original pages by genealogy title, person, region, period, and keywords.

Applicable

Preparing for continued compilation and use

You want to extract individuals, generations, and relationships from old genealogies and connect them with contemporary genealogy data.

Workflow

Every step leaves intermediate results that can be checked

We first confirm the scope and basis, then organize, verify, and sign off step by step, so that all issues are not left until the final round of revisions.

Project inventory

Register the genealogy title, edition, volume number, damage, page count, binding, and copyright or authorization status for each volume.

Capture original-page images

Choose scanning or photographic capture based on the paper and binding, while controlling clarity, color, skew, and missing edges.

File naming and cataloging

Establish stable numbering for batches, books, volumes, and pages; preserve original files as read-only and generate derivative files separately.

Image processing

Create files suitable for web reading, correct orientation and necessary cropping, while retaining the unprocessed master files.

OCR and manual correction

Recognize traditional characters, variant characters, and vertical text; review low-confidence content against the original pages and do not treat machine results directly as final.

Metadata and structuring

Enter edition, volume number, page number, individuals, places, generations, and relationships, and link them to the corresponding original pages.

Quality checks, access control, and backups

Spot-check clarity, missing pages, page order, text, and links; configure access according to the public scope and retain multiple backups.

Delivery and acceptance

Deliver not only a book, but clear data and supporting evidence

DeliverableContentsAcceptance Focus
Original image master filesHigh-quality scans or photos numbered by book, volume, and pagePreserved as read-only
Reading-version filesImages and PDFs suitable for web or local readingDo not replace the master files
Volume catalogGenealogy title, edition, volume number, page number, responsible parties, and source informationSearchable and locatable
OCR full textMachine recognition, manual correction status, and low-confidence markersTraceable back to the original page
Structured dataIndividuals, generations, relationships, place names, and original-page linksFor continued compilation and search
Quality report and backupsClarity, missing pages, spot-check results, file verification, and backup notesAcceptance by batch
Verification Principles

Old genealogical records may contain privacy information about living members, undisclosed family materials, or copyrighted content. Digital delivery does not mean the materials may be publicly distributed. Before the project begins, ownership, the scope of authorization, and access permissions should be clearly defined.

Preparation before starting

The clearer the preparation, the less rework the project will require

Recommended items to organize first

  • A list of the number of genealogy volumes, editions, and preservation condition
  • Whether disassembly is permitted or only non-destructive photography is allowed
  • Copyright, ownership, and the scope of authorization for public release
  • Whether the required output is a table of contents, full text, or structured person data
  • Whether it will later be used for web search, internal archives, or continued genealogy compilation

Things to avoid

  • Delivering only compressed images without retaining master files
  • Using irregular mobile phone sequence numbers as file names
  • Publishing OCR results directly without sample checks
  • Losing volume numbers, page numbers, and source information during digitization
Frequently Asked Questions

Matters to clarify before deciding the project scope

What is the difference between scanning and taking photos with a mobile phone?

Professional capture places greater emphasis on stable clarity, color, page order, naming, and completeness. Well-preserved genealogy volumes that cannot be disassembled may also be photographed according to standards, but distortion and shadows must be controlled.

Can OCR be completely accurate?

It cannot be guaranteed. Vertical text, variant characters, seals, damage, and handwritten content in old genealogical records can affect recognition. Confidence levels should be retained and manual correction should be performed.

Can a genealogy tree be generated directly after digitization?

Images and OCR alone are not enough. Person entities, generations, and parent-child and marriage relationships must also be identified and manually verified before a reliable lineage can be generated.

Can it be made publicly searchable online?

Technically yes, but ownership, copyright, privacy, and family authorization must be confirmed first. Materials unsuitable for public release can use login access, tiered permissions, or local deployment.

First describe the current state of the materials, then determine the appropriate approach

For the initial consultation, you do not need to upload the complete genealogy books, identity documents, or private information of living family members. Please describe the scale, existing materials, and desired deliverables.

Consultation details will not be made public on the website.