Genealogy Compilation in Practice · Updated 2026-09-22
First, create a name cross-reference table
Record the Chinese name, name in the local language, passport spelling, dialect pronunciation, and family forms of address separately, and retain photographs of the original documents. Do not automatically assume that two different spellings refer to two people, and do not merge records based solely on similar pronunciation. A sample table could include five columns: “Original text,” “Year of appearance,” “Source,” “Possible corresponding person,” and “Reason for further verification.”
Break down ancestral-home addresses layer by layer using the original wording
First transcribe the place names exactly as they appear on envelopes, gravestones, or old genealogies, then break them down into possible levels such as province, county, township, and village. When former administrative names differ from those used today, retain the original names and use local gazetteers and maps from different periods to determine the corresponding locations. If only the province or county is known, narrow the scope first rather than directly identifying a particular village with the same name.
Build a timeline that can be cross-checked
Arrange the clues by birth, marriage, departure from the hometown, entry into the country, employment, and correspondence, and note the source of each date. Conflicting ages may result from memory errors, calendar systems, or people with the same name, and each discrepancy should be checked individually. Events that clearly could not have occurred at the same time should be listed separately; do not force the story to fit by changing the dates.
Use multiple sources to identify the same family relationships
When consulting genealogies, compare spouses, children, addresses, and migration records at the same time rather than searching for only one name. Remittance letters, gravestones, registers, and oral accounts each serve different purposes; the absence of a person from one source does not mean that the person did not exist. Once you obtain archival leads, record the title, edition, volume and page numbers, and collecting institution for ease of future reference.
Submit concise search requests to institutions
Prepare a one-page list of clues stating the known names, date range, former place names, and questions you hope to resolve, and attach partial images that can be made public. First ask about catalogues, appointment procedures, and reproduction conditions; do not send a complete set of family identity documents. Classify the results as confirmed, possibly relevant, or ruled out to avoid repeating unproductive steps in the next round of research.
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