This just in from Elizabeth Shown Mills, posted to her Facebook page; copied with permission:
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October 16, 2023 at 3:33 pm
In three different online forums today, various people have expressed the same premise: "'Documentation' means attaching a document that proves the point. Without an attached document, a citation to a non-imaged source is just a clue, not proof."
Below, I'm posting my response to one of these statements:
The availability of document images online today and the tree-building habit of “attaching documents” have led to a warped sense of what documentation means. “Attaching a document that says so,” to a research report or a tree profile, does not constitute proof for numerous reasons, including these three:
1. That document may err. Or, it may mention the right name in the right place and time and still not apply to the person we are studying.
2. Most documents in this world are not available as online images. Many, if not most, cannot be imaged and circulated because of ownership rights. How, then, could we do research, if citations are not valid when the attachment of a document is not possible?
3. Proof does not rest within any one document that happens to say what we’re looking for—and we may never find a document that “explicitly says so” (i.e., direct evidence). The “proof” we offer for every assertion we make is the conclusion we draw from a body of evidence. Our conclusion is valid only if the research meets the five criteria of the Genealogical Proof Standard—starting with the first (thorough research in all relevant records, wherever they are, applying all relevant strategies) and proceeding through the processes of analysis, correlation, reconciliation, and explanation.
The use of documents that cannot be imaged is not a new problem. Long before any of us were born, history researchers developed processes and standards for citation and analysis. These two go hand in hand. They are inseparable. With every source we use, whether it is currently available online or not, we are expected to thoroughly identify the source from two perspectives:
1. Location: Which means citing enough details that others can find it for themselves.
2. Evidence analysis: Which means identifying the source well enough that we (and those who use our work) will understand exactly what we used and its evidentiary strengths and weaknesses.
It is also up to us as researchers, with every citation we find elsewhere, to do two things:
• to appraise it from the two perspectives above; and then,
• (if its assertions are critical to the proof we are trying to establish) to make the effort to locate that cited source, confirm that it does say what it is alleged to say, and glean from it any other relevant information or clues.
That is how we judge credibility, whether it is “for any random loose document found" or for those documents that have been imaged by an agency that allows us to attach their documents to our work