Preserve the story of the container

An envelope, bundle, notebook or filing order may show who kept the material and how items relate. Photograph the container and sequence before removing documents. Assign IDs that connect every page, scan and transcript.

Handle only as much as necessary

Use clean, dry hands and a clear surface. Support brittle pages instead of lifting them by a corner. Remove damaging metal fasteners only when this can be done safely and the original arrangement has been documented. Do not flatten tightly folded or rolled material by force.

Avoid irreversible household fixes

Lamination, pressure-sensitive tape, glue and aggressive cleaning can permanently change paper and ink. Place the item in a suitable enclosure and consult a paper conservator for active damage, mold, water exposure, severe brittleness or high-value material.

Control environment and light

Stable, moderate temperature and relative humidity are generally safer than attics, basements, garages and exterior walls. Store away from direct light, food, pests and water pipes. Use boxes and folders sized to support the documents without crowding or slumping.

Digitize for access, not replacement

Scan the full page, edges and reverse side. Keep an unchanged master and a smaller reading copy. A transcript improves search and readability, but preserve spelling, unclear text and page references so readers can return to the image.

Set sharing and privacy boundaries

Letters may contain addresses, health details, financial information or stories about living people. Record who may view the original, scan and transcript. A family-history project should not make private correspondence public simply because it is old.

Keep going

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Common questions

Clear before you continue.

Should I laminate an old letter?

No. Lamination is difficult to reverse and can damage paper and ink. Use a suitable enclosure and seek conservation advice for fragile material.

Can I throw away originals after scanning?

Usually no. A scan may miss physical evidence such as paper, ink, impressions, watermarks and original order. Keep originals when safe and lawful to do so.

How should I transcribe unclear words?

Use a consistent marker such as [unclear] and add a timestamp or page reference. Do not silently replace uncertainty with a guess.

Sources and further reading

Wiserta summarizes these resources for practical family use. Repository rules and record availability can change; verify details with the holding institution.

A useful next step

Turn preserved records into a source-aware Legacy Report.

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