150 150 Heredis - Help Knowledge Base


As you enter data, Heredis groups data by type and creates the cor­responding Indexes: Surnames – Given names – Occupations – Places – Sources – Media.

Each Index groups all data entries of the same type, and provides tools to illustrate, edit or delete data throughout the genealogy file.

All indexes allows you to research data in your genealogy.

Info • Indexes can remain permanently open.

Accessing Indexes

Indexes are permanently available.
• On the Heredis toolbar, click the Indexes  button and select the Index to be opened.
• Choose Tools > Indexes…

Check the Places, Sources or Media panels to view all data of this type identified in your genealogy file. The panels show the same content as the indexes.

To access all the tools of the Index, click on one of the  buttons on the panel toolbar.

Exploring the Indexes

You may use the Indexes for finding any data, modify or complete them, and simply navigate throughout your genealogy. Each Index gives you an overview of your data, indicates where they are used and permits you to edit them throughout your genealogy file.

As you enter all data, Heredis will record the details to the right place in the appropriate Indexes: names, occupations, places, sources, media.

Places Index

You may consult the list of assignments for every item of data and the relevant statistics by period.

Edit, comment, illustrate your data in the Index for transmitting throughout your genealogy. Change the spelling of «SHELITO» to «SHILLITO» so that it applies to all holders of this surname. Change the default gender assigned to all new «Lindsey» given names which you may enter. Consult the list of all the «Master builders» and navi­gate throughout their families. Show photos of the places where your ancestors lived and refine their geolocation. Enter a transcript of an old deed, which you may then consult in each event where the source is assigned. Import folders of photos to the Media Index so that you have them to hand for associating by a simple drag and drop.

Indexes allow you to apply overall treatment for any data of the same type: spelling, specific formatting, associating of variants,notes, illus­trations, replacement by another given item of data.

Search for an element in an index

Each Index has a search field at the top left of the screen. Enter the word or phrase to be searched. The search is performed in real time and the displayed list is updated.

(MAC) Click the Search icon to select the Search mode: «Search Contains» the word, or «Search Starts With» the entered letters.

You also have display filters to refine your search. You can exclude items that are not used in your genealogy by ticking the Unused… box.

In the Media Index, choose from the pop-up menu to display media type (Image – Video – Missing…) and use (Sources – Persons…).

Only results that match your search criteria are displayed.

The counter below the search box indicates the number of results compared with the total number of elements in the Index.

Manage the displayed results

You can sort the list of elements in the Index according to the type of information.

Click the column header to rank sites by county, to classify sources by type, classify occupations according to the presence of a note, classify media according to their private character…

The Media Index may be displayed sorted either by file name or by date. Click the buttons on the toolbar of the list.

Display all the elements of an index

To see the complete list of all items in an index, make sure you have no active search criteria or filters.
To cancel a search, click the Delete icon to the right of the search field.
To cancel the filter, uncheck the options. In the Media Index choose All Media and Whole Index in the pop-up menus.

Consulting usage

Visualize easily all the locations where an item appears in your gene­alogy, and navigate with ease from the indexes.

1. Open the desired index.
2. Select the line corresponding to the desired item.
3. (PC) on the right side of the screen are displayed the usage frequency, the variants, attached images and/or notes; (MAC) Click the Usage tab in the lower part of the screen.
4. (PC) in some indexes, you can click on Details to know where is linked this information. (MAC) Double-click the name of the person cited to display him/her on the navigation tabs.

Each index item is analyzed to make you know better the contents of your genealogy.

Click the Statistics tab to see usage statistics for the selected item. Heredis shows graphically the number of uses and their distribution in time.

The index will remain open until you close the screen. You can return at any time to search for another use or to carry out another search.

Modifying data throughout the file

You have mistakenly added the occupation «Lawyer» instead of «Solicitor»? You want the given name of «LaToya» to be written with a capital T? You realize that you have entered two different sources for the same document?

No need to spend time editing each person in your genealogy. By using the Indexes, you manage globally Surnames, Given Names, Occupations, Places, Sources and Media, and any change is automat­ically applied wherever the element is used in your file.

1. Select the item to be modified. If necessary run a search or sort to find it easily.
2. Edit the item:
• by entering directly on the right of the Index screen,
• by double-clicking on the line,
• by clicking the Edit and modify… button on the toolbar of the list to open the editing screen.

Modify upper or lower case

Most data managed in the indexes are automatically formatted when entered. The automatic formatting is defined in (PC) Tools > Preferences > Appearance; (MAC) Heredis > Preferences. You can choose to display the surnames, given names and places in uppercase, or with only the first letter in capitals.

However Heredis allows you to change the formatting for a single item and then apply the changes to all uses of this element.
You want to make an exception for a surname, a given name or a place where the spelling is unusual.
1. Open the index and find the item in question to be changed.
2. Open the editing screen and tick Handle Characters Manually.
3. Edit the item. You may type upper and lower case wherever you want for the word. The automatic formatting will not apply to this element that will keep the format that you have chosen.

Replace an element with another

After many data entries, you may have created duplicates: this source is identical to another, such an occupation was spelled in two dif­ferent ways. Tidy up in the index in question by using the Replace… function.

1. Open the index and find the item in question to be replaced.
2. Click the Replace… on the toolbar of the list.
3. Select the replacement item in the list. Click Choose to confirm the replacement.

The element is replaced in the Index, and therefore wherever it has been used in your genealogy. The Index now contains one element less than before.
Info: An element with variants can’t be replaced. You first have to unlink the variants.

Manage variants

The notion of a variant allows you to assign several elements to an Index entry. You can define variants of Surnames, Given Names, Occupations and Places.
Place names have sometimes changed over the centuries. As part of your genealogical research, you may find a number of variants for the same place. «New Amsterdam» was renamed «New York» in 1665, «Philipstown (Leinster)» became «Daingean» in 1929. Similarly, you may encounter a name spelled differently depending on the date of the certificate found: the «Taylor» family is sometimes noted with the spell­ing «Taylour» or «Tayler».

Specify the variants

1. Open the index in question.
2. Select the surname, given name, occupation or place you choose as the standard version.
3. In the variants field at the bottom right of the screen, click the  (Link a variant…).
4. Select the item to be the variant and press the Choose button.

You can repeat this as necessary to add several variations to the main element.

Choose the main variant

You can choose the main variant for a surname, given name, or occupation. Select the variant you wish to see as the main and click on the  button. The main variant appears with a grey star and its variants with a white one.

Unlink variants

To unlink a variant, select Variants in the screen and click the  (Unlink the selected variant) button.
To remove all variants of a group: click the indented wheel icon in the Variants field, and choose Remove this group of variants.
To remove all variants from your genealogy file, click the Options but­ton on the toolbar and choose Unlink All Variants…

Info • Deleting a variant does not remove the item from the index. Only the link of the element in the index is deleted.

Delete unused data from an Index

You can delete at one go all the elements that are not used in your genealogy file.
As a precaution, review first the list of unused data by ticking the Unused… box in the search field.
1. Click the (PC) Tools / (MAC) Options button on the toolbar of the Index and select Remove All Unused…
2. Confirm the deletion by clicking OK.