The different mode for Sources & Citations

The different mode for Sources & Citations 150 150 Heredis Help Knowledgebase

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.

Basic Mode

This source management mode is set by default in Heredis. It corresponds to 1 source = 1 deed. The source can then be used for the information resulting from this deed.
Add a source to an event by clicking button on Sources tab. See also Sources.
(Windows) Source’s Basic Mode


(Mac) Source’s Basic Mode

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.

Comprehensive Mode

To switch in comprehensive mode,

  • (Mac) click Heredis menu > Preference > Format tab,
  • (Windows) Tools menu > Preferences > Heredis Preferences,
  • tick the Comprehensive mode box and check the “Comprehensive mode” alternative in the Default source citation options.

The comprehensive mode allows to have a generic source associated with a citation for several uses, 1 source = several deed. For example a source created for a registry and a citation per deed inside of this registry.

In comprehensive mode, when you click on Sources tab of an event, you can associate a source already in your Source Index or create a New source if not already created.

(Windows) Source’s Comprehensive Mode


(Mac) Source’s Comprehensive Mode



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

You can modify the Source by clicking on the eye button. Be aware that if you do modify it, it will be changed for all the utilisation of this source.

(Windows) Source’s Comprehensive Mode

(Mac) Source’s Comprehensive Mode