Search Wizard

Search Wizard 150 150 Heredis Help Knowledgebase

Visual cues tell you whether or not a search is necessary for the primary person displayed, based on the criteria you set in Heredis’ Preferences, see Heredis’ Preferences for more details on data completeness. The completeness icon appears in the status bar, in the Searches tab, in the Persons and Branches tabs in the search panel.
It tells you whether, for the main life events (Birth or Baptism – Union – Death or Burial), the information entered is complete, incomplete or missing.

  • Click on the Search tab > Search Wizard.

Primary Person data

  • Heredis allows you to see events that have been experienced or of importance to your ancestor’s history and gives you the age he was if he were alive. You see the data of the primary person and his/her loved ones (Parents, Spouses, Children, Fratrie), click on the indented wheel at the top right to change the display. Choose to view only the primary person’s data by unchecking all the crossover events, or select which events you want to see.

The search wizard also displays:

  • the completeness icon of major events  
  • blue chips if you have a Note, a Source, a Witness, a Media attached to the event
  • the primary person’s event search status. Click on the icon to change the search status to No Search Record,   Search Record or Not Found. You will then be able to see which event requires research.

Indicate manually that a person is complete by clicking on if you do not have more data to search for. Since Heredis 2021, this icon is also available in Data tab > Personal Data.

Click on to display the branch of the primary person in the Branches panel.

The lower area of the search wizard

To complete your analysis of the searches to be undertaken, check out the tabs located in the lower area of the screen.

  • Sources attached to all the events mentioned above may contain a crucial element for your approach.
  • Media allows you to view documents that may have clues.
  • The Map will allow you to see if the cities mentioned in the events displayed are close to each other or not.

Don’t hesitate to fill out the Research Note by indicating which track you want to focus on. You will be able to resume your steps later and continue your reasoning.

Start a search on the Internet

In the lower area of the Search Wizard, you can search one or more websites with a publishing database.

Click on the Web Search tab to select which data to take into account and which operator you want to search on.

1. Choose the search operator. Unroll the Search Location menu to select Heredis Online or another site suggested in the indented wheel .
2. Choose the criteria from those available from the selected operator. Some criteria may be grayed out if they are not usable in the operator’s search fields.

  • Keep the surname of the primary person or type in another surname.
  • Choose a given name or all given names from the list on the drop-down menu. The given name selected by default is the usual given name.
  • Check the Place box to include this data in the search if the chosen operator can manage it. Choose a location in the drop-down menu: a common one that corresponds to events related to the primary person, department or country.
  • Check the Spouse box to include this data in the search.
    Choose a spouse from the drop-down menu if the primary person has more than one. To search with a new spouse, type his/her surname and given name into the entry fields.
  • Check the Period box to indicate a range of dates. Validate or change the start and end years for online search.

3. Click Search to send your search criteria to the selected operator. Heredis opens your Internet browser and displays the requested site. It’s up to you to complete the search based on any additional tools available at the default selected operator.

If you want to add a search operator or change the proposed list, click on the indented wheel icon. See also Search on Heredis Online.

Check or uncheck the boxes to see, in the drop-down menu, the sites you are interested in. Some websites are available in several languages, they are offered by default in English.
You may be familiar with other websites that may help you find information about your ancestors. You can add websites, which will always appear in the drop-down menu of the operator’s choice.

To add a personal website:

  • Click on the indented wheel icon.
  • Click the button at the bottom of the Web Sites window.
  • In the first column, type the name of the website as you want to see displayed in the list of available operators.
  • Open your Internet browser and log on to the search page of this site.
  • Copy the URL address in your browser’s address bar and paste it in the URL area of the Web Sites window.

To remove a website added by you, select it from the bottom of the Web Sites window and click the button .

Relaunch a previous search

Haven’t found the information you need? Didn’t have time to study all the data on the genealogical website you were looking at? You can, at any time, restart a search you’ve already done.

1. Click the History button. All previous searches for the primary person can be found in this window.
Rank them by date, or by operator name by clicking on column headers.
2. Just click the button to restart the same search, with the same criteria.
Click the Clear History button to clear the list of previous searches for that person.

(Windows) Search history

(Mac) Search history