150 150 Heredis - Help Knowledge Base


Heredis may assign any number of information sources to each event.

Each source is an independent element, which is then assigned to one or more events. Heredis allows you the flexibility to create a source and then assign it to the events in question, or at the same time to create both the source and its link to the event.
Sources assigned to the events are displayed in the Personal Data tab. If at least one source is assigned to the event, a visual indicator (green bar) appears. Select the event and click the Sources tab.

MAC Info • You may consult the list of all sources in your genealogy in the Sources panel or in the Sources Index.

Source Index for PC

Source Index for MAC

Assign an existing source to an event

By drag and drop

1. Select the event from the Personal Data tab.
2. Drag the source in the Sources panel and drop it in the display field of the event. The source is then assigned.

Info • Remember to scroll to Recently Used Sources in the Sources panel to assign the source to a series of events.

From the Sources tab of the event

1. Click the  (Link a source) on the button bar to open the Entering source… screen.
2. Select the source from the list then validate by clicking OK. The source is assigned to the event.

Create a new source and assign it to an event

Source tab

1. Select the event from the Personal Data tab.
2. Click the Sources tab.
3. Click the  (Link a source) button.
4. Click the New Source button in the Entering source… screen.
5. Enter the information for the source and press OK. The new source is assigned to the event.

Create Person Sources

You can link sources directly to a person, click on the Person Sources tab in the middle of the screen Data > Personal Data.

The association of a person source works exactly as the association of a source for an event.

Create a new source and assign it later

1. Display the Sources panel, or open the Sources Index.
2. Click the  (Add New Source) button.
3. Enter the information for the source and press OK.
A new source has been created but it is not assigned to any event. You may use this source later to assign it to an event.

Information for the source

The input/modify screen for a source is composed of fields to be completed, a Note field that can be used for full or partial transcription of the document and a display field for the media assigned to the source.


Specify the type of information that allows you to advance in your genealogy. Is it a deed? A family document? A historical work? Etc.

Source Name

Type a pertinent title for recognizing the document. The title of the source appears in the Sources panel and in the Sources tab of events, as well as in the genealogy documents you may print.


Specify the type of deed (death certificate, marriage contract, etc.) or what document, official or private, which contains the information (census, invitation, family book, etc.).


Indicate where the original source is archived or the body where you found the information.

Call Number

If the document is from an archive or library and is listed, enter this here. Specify the volume and page number if it is a published book.


Enter the date of the document that allowed you to find the informa­tion. Indicate the date of publication for a book, the date of dispatch for correspondence.

Info • Remember to specify the date of the source if it differs from the date of the event to which it relates (date of birth certificate issued 20 years after the event).


Enter the author of the document that allowed you to find informa­tion.
The author of the source can be very different depending on the source. Quote a journalist for an article in a magazine, an amateur genealogist for a GEDCOM file, a ministry department or local author­ity for an administrative document, a parent who took a photo…


Note the email of the person or organization that holds the informa­tion.


Specify the address (URL) of the Internet website where you found the information.


Select the medium where you store information or where you saw it.
Do you have the original family book? Do you have a copy of the orig­inal or do you have a scanned image of the deed? Have you seen the information by consulting a microfilm? Have you found the informa­tion in an online genealogy?


This section concerns only you and allows you to specify where the document is in your personal archives: in a specific file, in a specific folder of your hard disk, etc.

Quality of Data

To qualify the validity of the information, set the certainty of the source by using the cursor, from 0 (not sure) to 3 (completely cer­tain).


In the Note and transcription field, enter the information on the source: the details of the genealogist who gave you the information, the circumstances when you collected it by interviewing an old aunt, etc. You can type in the partial or complete transcript of the act. You have available the text editing tools for formatting.
Tick the Private Note box to exclude the note from exports or from printed documents.

Private Source

Declare that a source is private for all information contained in the source to be excluded from exports or printed documents.

1. Open the data input screen for the source.
• Click the Personal Data tab, then select the event and click the Source tab.
• Display the Sources panel.
• Click the Sources Index button, or choose Tools > Sources Index.

2. Double-click the source or click the Edit and modify the selected source button .

3. Tick the Private Source box, at the top right of the field.

Info • In the Sources Index, you may declare a source as private directly in the list of sources. Tick the box in the column P (Private Source).

The different mode for Sources & Citations

The information gathered about your ancestors will be more or less reliable depending on their origin. Assign one or more sources to each event in order to justify the information recorded.

Each source (an act, a website, a historical work…) may be detailed and illustrated at the time of its creation or later.

  • For each source, specify in the proposed boxes, the title, reference, author, quality of data…. A free text box allows you to enter a note or record the transcript of an act.
  • You can mark a source as private in order not to export it when exchanging files, nor to publish it.
  • Each source may be illustrated with media.

Once a source has been created, you may assign it to one or more events. Each event can have one or more related sources. When you assign a source to an event, add a comment indicating the link between the event and the source.

All sources entered are managed by the Sources Index.

When you attach a source, add a comment to indicate the connection between the event, the facts or person and the source.

You can also register the quality of the proof you have, click on the displayed list and select the appropriate value according to the detained certificates.

Direct: the source responds to the searched question by itself.

Indirect: the source is relevant but needs more information.

Negative: the source is relevant by the lack of information it should contained.

Note: When you add a note to an event, the proof is automatically fixed to direct. You can change this setting in Heredis’s preferences. Preference Menu > Format tab > Evidence, choose the option that matches best to your work.

Managing citations in comprehensive mode

Heredis allows you to enrich the note associated to the sources in order to make it a full citation.

To switch in comprehensive mode, click Preferences > Data tab, check the “Comprehensive mode” alternative in the Default source citation options.

New options appear allowing you to register the quality of the source and the information.

Original: the source is in its original form.
Derivative: the source is extracted, transcribed, translated or derived from the original.
Primary: the source comes from a person who did have direct knowledge of the event or person.
Secondary: the source comes from a person who did not have a direct knowledge of the event or person (local history, tradition, family history…).

Source’s Preferences

In comprehensive mode, when you want to associate a source to an event, Heredis display a citation windows allowing you to:

  • link the citation to a generic source, a specific record for example
  • qualify and eventually declare as private citation
  • add the certificate that you detain as media of the citation
  • transcribe this certificate and add a note

Duplicate a citation of a source

If you want to duplicate the citation and all the elements which compose it in another event, use the copy & paste buttons.

Duplicate a source


Summary the source 
In the Data screen > Personal Data, next to the list of Events, click once on any source under the Sources tab: a summary of the source – or of the source citation if you have selected the Comprehensive mode under the Default Source Citation Options – will be displayed in the Summary panel.

Source Citation

In Comprehensive mode

Choose the origin of the source, if the information is primary, secondary or ? If you do not know. Choose the level of the evidence. You can also tick the Private citation box.

Media and definition of the source

The quality of the information contained in a source is often con­firmed by a reproduction of the original document. Heredis can assign one or more media to each source.

Assign media to a source

1. Open the input screen for the source.
2. Assign the media to the source
• Click the  (Add a media) button in the display field of the media.
• Drag and drop the selected media from the Media panel (MAC: or from the Finder).

Info • The right-click menu in the display field of the media provides access to the Add New Media Option.

Aid for interpretation

Heredis understands the difficulty of your work in deciphering the acts and proposes a Display mode get the best possible display of the media and of the note.
Click the Horizontal Display button to visualize the entire width of the scanned document, even if you have zoomed the image. You may enter text below the displayed lines.
Click the Vertical Display button to visualize the document as a whole, including marginal notes. You may enter text to the right of the displayed image.

Create a new source from an existing source

Some sources have many sections in common: they sometimes come from the same records, same repository…
To save time, you can duplicate an existing source to create a new one.

  •  Select the source to copy in the source index.
  • Click on the button. An identical source is added to the source index.
  • Double-click on the new source to open and modify
  • Click OK to confirm the update of the new source.

Merge two sources

You may have saved, in the sources index, many sources corresponding to the same references: for example you created a source with a digitized record and you have created another one where is the transcription.
You can create a single and same source that will replace the two sources already existing in the index.

  • Select the A source to erase
  • Click on the button
  • Select the B source, to maintain
  • Heredis indicates the number of replacement that will be done.
  • Confirm the replacement of the A source by the B source by clicking the Yes button. All events attached to the A source will be changed.

Delete a source

  • Select the source in the source index.
  • Click on the  button

Heredis will let you know when the source is used. If you confirm the delete, the source will not be present in the source list of events previously used.


To take care of more than one source at the same time:

  • (PC) Press the Maj or Ctrl key / (MAC) Press the cmd or Maj key and, while holding this key down, click on the different sources you wish to select.
  • Then choose the appropriate function, erase or replace

Advanced functions

This function allows you to easily share the data of two sections of a source.

  • Select one or more sources with multi-selection
  • Click on the (PC) Tools button / (MAC) Indented wheel > Swap, then choose the 2 sections to swap

Change the value
To change the value contained in a section by another possible value:

  • Select one or more sources with multi-selection
  • Click on the (PC) Tools button / (MAC) indented wheel > change the value > select the section > choose the new value for the section.

Note: Before to make the modifications, Heredis shows a confirmation message indicating the number of the impacted sources. Click Yes or No to implement or not the modifications.