Searching by type of information

150 150 Heredis - Help Knowledge Base

Searching by type of information

Search for persons

Find the Root Person

The Root Person is the individual who lies at the base of your genea­logical research and who bears the Ahnentafel No. 1.

  • Click Root on the toolbar.
  • Choose Find > View Root Person.

Search for a direct ancestor

If the person is a direct ancestor in the lineage of the Root Person, Heredis has automatically assigned an Ahnentafel number to this person.
1. Click Find > Search by Number on the toolbar or choose Find > Search by Number.
2. Click the Ahnentafel Number tab and type the number to be searched.
You can type any one of the numbers carried by the person you are searching for if there is more than one (implex).
3. Click OK to display the person corresponding to the selected number as the primary person.

If no person corresponds to the number typed, try another number. Click Cancel to abandon the search.

Search for a person by his/her personal number

You may perhaps have indicated a personal number to some persons in your genealogy. You can find these people with this number.

Info • Use the Comprehensive or Customized input mode to view the User Number input field.

1. Click the Find > Search by Number  button on the toolbar or choose Find > Search by Number.

PC Search by number

MAC Search by number


2. Click the User Number tab and type in the number to search.
3. Click OK to display the person corresponding to the number as the primary person.

Search for a bookmarked person

Open the Bookmarks panel that will display a temporary list of per­sons you require to access frequently.

PC Bookmarks

MAC Bookmarks

Double-click a person in the list to view as the primary person.

Info • To add a person to the Bookmarks list, use drag and drop, or click the (Add primary person to bookmarks) button on the panel toolbar.

Search for family connections

Open the (PC) Kinship, (MAC) Relations panel. It displays all the persons who are directly linked to the primary person: they are related, they are cited in one of the events, they played a role in his/her life or you have established a personal link between them.

PC Kinship’s Panel

MAC Relations Panel

Unfold the fields according to the type of relation linking the individ­ual and the primary person: Parents-in-Law, Cousins, Grandchildren, etc.

Info • When a category contains persons connected with an event (godfather, declarant, witness…), it is marked with a blue symbol.

Level 1 Information

Open the top level to see the names of parents or persons related to the primary person.
Consult the list of direct relatives, persons connected to an event for the primary person (godfather, best man, etc.) or those for whom you have created a personal link.

Info • The step relations (aunts and uncles by marriage, step-brothers and sisters, etc.) are shown in italics under the name of their spouse. Half-brothers and sisters are shown in grey.

Level 2 Information

If additional information is available, click the disclosure triangle next to their name to unfold this level.
Double-click the person sought to display him/her as the primary person on a new Immediate Family screen. Double-click the event to open it directly in the Personal Data tab.

Look for links between two individuals

The Find > Find Relationships menu function analyzes all connec­tions in your genealogy file to find how two people may be linked, even if they are not relatives, nor related by marriage.

The primary person is proposed by default as the first individual to be analyzed. You can change this by clicking on the magnifying glass (Choose a person).

Click on the magnifying glass to choose a second person. Then click Search to search for relationships.

Heredis will search for potential common ancestors. By selecting common ancestors found, a table displays the parallel paths of each selected individual leading to this ancestor.

Heredis will then check if they have a relationship by blood or by mar­riage: maternal great-uncle, brother-in-law, spouse of a cousin.

Heredis finally looks for any non-family links: Is there a person who was a witness at their marriage, or who declared their death?

Whatever type of relationship, it is displayed as a table where each line determines the relation: son of, mother of, declarer of the death of, etc. You will easily find the link that connects the two individuals.

All the tables showing links are printable.

Search for duplicates in the file

The search for duplicate identifies persons entered several times in the genealogy file.

1. Choose Find > Find Duplicates… or click Duplicates on the toolbar.
2. Enter a full or partial name or just the first letter, to limit the search for duplicates to only a part of the persons in your genealogy and shorten the search time.
3. Click Find.

For further details, see Permanent control for duplicates & Merge two persons.


Research of Branches

The Branches panel allows you to memorize the different family branches as a base for your research and its evolution.

(MAC) If the Branches panel is not open, it will be displayed and updated by clicking the  Display Family Branch icon on the Search tab > Search Wizard of the pri­mary person displayed. Both functions are truly complementary and allow you to work through each family branch and carry out all the necessary research.

Click the Ancestors or Descendants button to display the required lineage in the Branches panel.

Each person displayed in the branch has an icon showing the com­pleteness of data for the three main life events: Birth or Baptism in violet / Marriage in yellow / Death in black. Double-click any person to display the details.

You have a display filter available in a pop-up menu. You may choose between All people, Treetops, Hide Complete Persons, Search Status is ‘Search Record’, Complete Persons Only and Sort by Change Date. As an example, you will display Complete Persons Only to display a positive status of your work on this branch. If you Hide Complete Persons, you will have a clear idea of the work still to be done on the branch.

If you decide that there is much more work to be done on the descendants of a given ancestor, you may select Memorize This Branch from the pop-up menu.

The list of persons displayed in the pop-up menu corresponds to the family branches you will have memorized, both ancestors and descendants. Select the name to redisplay the memorized branch.

When you select a memorized branch from the pop-up menu, it will replace the previous branch displayed. You may also display the branch of the primary person by clicking the button to the left of the pop-up menu.

Do not overlook to suppress the memorized branch once you have finished your research of this lineage. Open the pop-up menu and select Clear This Branch.


Search for Sources

Find a source simply among all the sources assigned to events in your file.

With the Sources panel

Use the Search box in the Sources panel to type a word contained in any input field for the source selected: the document, the name of the author, the call number, etc.

The number of items found matching your search is displayed at the bottom of the panel.

To cancel a search on any word, click the (PC) (MAC)Delete icon to the right of the search box.

Refine the search by selecting sort criteria from the pop-up menu: Recently Used Sources, Unused Sources, Private Sources, Sources Linked to Primary Person. The list is updated according to the selected criteria.

PC Sources Panel Filter

MAC Source Panel Filter

To cancel the sort criteria, select All Sources from the pop-up menu.

With the Sources Index

Open the Sources Index from the Tools menu, or by clicking the button Sources Index on the tool­bar.

In the Search box, type any word contained in any input field of the source desired.

The number of items found matching your search is displayed beneath the Search box.

Click the Search icon to select search mode: Search Contains the word entered, or Search Starts With the entered letters.

To cancel a search on any word, click the (PC) (MAC)Delete icon to the right of the search area.

You will limit the search to unused sources by checking the Unused Sources box.

The results can be classified by the presence of a note (N), media (M), private source (P) or Title, Document, Origin… by clicking on the column header.

See the list of events in which this source is used in the Usage field at the bottom of the screen. Double-click the line of the event to navi­gate and view this person and this event.


Search for Places

You know that the person has lived in this city or region? Consider using the event places to find someone in your genealogy.
To find a place among the places of your file, you have several options:

With the Places panel

Use the search box on the Places panel to type a word in any entry field for the place you are looking for: the city, postal code, county, state, country.
The number of items found matching your search is displayed at the bottom of the panel.
To cancel a search on one element of the place, click the (PC) (MAC)  Delete icon to the right of the Search box.

Refine the search by selecting sort criteria from the pop-up menu: Unused Places, Places Linked to Primary Person. The list is updated according to the selected criteria.
To cancel the sort criteria, select All Places in the pop-up menu.

PC Places Panel

MAC Places Panel

With the Places Index

Open the Places Index from the Tools menu, on the toolbar or click the  Places Index button on the Places panel.
In the Search box, type a word in any input field of the source being searched.
The number of items found matching your search is displayed beneath the search box.
Click the Search icon to select the search mode: Search Contains the word entered, or Search Starts With the entered letters.

To cancel a search on elements of the index, click the (PC) (MAC) Delete icon to the right of the Search box.

You will limit the search to unused places by checking the Unused Places box.
The results can be classified by the presence of a variant (V), note (N), media (M), or City, County… by clicking on the column header.
See the list of events in which this place is used by clicking the Usage tab. Double-click the line of the event to navigate and view this person and this event.


Search for Media

You have several tools available for finding an item of media for assignment to data or for replacement.

With the Media panel

1. Open the Media panel.
2. Type the name or partial name of the media sought in the search box. Cancel the search by clicking on the (PC) (MAC)Delete icon to the right of the search area.
3. Refine the search by selecting sort criteria from the pop-up menu: Recently Used Media, Unused Media, Private Media, Media Linked to Primary Person, Missing Media. The list is updated according to the chosen criteria. To cancel the sort criteria, select All Media on the pop-up menu.
4. To better identify the media selected, change the display mode for the media, as a list or in thumbnail images, by clicking the corre­sponding buttons. You may also enlarge the thumbnails by using the zoom slider.

PC Media Panel – Search Criteria

 

MAC Media Panel – Search Criteria

The number of items found matching your search is displayed at the bottom of the panel.

The media may be easily assigned to a data item of your file by drag and drop.

In the Media Index

Open the Media Index from the Tools menu, or by clicking the  Media Index button toolbar.

  • In the Search box, type all or part of the name of the desired media. The number of items found matching your search is displayed beneath the Search box.
    Click the Search icon to select search mode: Search Contains the word entered, or Search Starts With the entered letters.
    To delete or replace the search word, click the (PC) (MAC) Delete icon to the right of box.
  • Limit the search to a type of media by selecting from the first pop-up menu: Image Files, Audio Files, Video Files, Other Types, Missing Media, Private.
  • Limit the search based on the type of data to which the media is assigned by selecting from the second pop-up menu: Persons, Families, Sources, Events, Surnames, Given Names, Places or Unused Media.

To better identify the media selected,

  • Sort the list or the thumbnails by the name of the media file or the date you entered. Choose from the pop-up menu located below the display field of the media.
  • Change the display mode of the media, as a list or thumbnails, by clicking the corresponding buttons. You may also enlarge the thumb­nails by using the zoom slider.

MAC Info • The results displayed in a list can be classified according to the presence of a note (N), a private media (P) or by the file name, by clicking the column header.

When media are selected from the list, see the data to which the media are assigned by clicking the Usage tab. (MAC) Double-click the data for display in a new screen.


Search for other data types

The indexes list the information you have entered and display the uses for each type of data. By using the Indexes, you can find sourc­es, places, media, but also occupations, surnames or given names. Each item of data can be illustrated or commented, which brings infinite richness to your genealogical research. What village was part of the «Pencader Hundred»? What was the family crest of «Bolgan»? What is the origin of the name «Andrew»? What was a «balancer»? You have taken care to note this information relating to the life of your ancestors and you will find them by searching in the index in question.

  1. Open each of these indexes, from the Tools menu, or clicking the Indexes button on the toolbar.
  2. Scroll the contents of the Index or use the search box to limit the number of items displayed.
    Type all or part of the search item. The number of items found matching your search is displayed beneath the search box.
    Click the Search icon to select search mode: Search Contains the word entered, or Search Starts With the entered letters.
  3. Select the desired item from the list and consult all the details you entered.
  4. Click the Statistics tab to see periods of use of the element.
  5. Click the Usage tab and check the list of persons for whom you typed the given name, the surname or occupation. (MAC) Double-click the line to display the individual as the primary person.