{"id":12493,"date":"2019-09-04T11:33:05","date_gmt":"2019-09-04T09:33:05","guid":{"rendered":"https:\/\/help.heredis.com\/?p=12493"},"modified":"2021-09-20T16:41:57","modified_gmt":"2021-09-20T14:41:57","slug":"sources","status":"publish","type":"post","link":"https:\/\/help.heredis.com\/en\/sources\/","title":{"rendered":"Sources"},"content":{"rendered":"<div class=\"textarea-wrapper textarea-wrapper-2\">\n<div id=\"trpar\">\n<p>The information gathered about your ancestors will be more or less reliable depending on their origin. Assign one or more sources to each event, fact, or person in order to justify the information recorded.<\/p>\n<p>Each source (an act, a website, a historical work&#8230;) may be detailed and illustrated at the time of its creation or later.<\/p>\n<ul>\n<li>For each source, specify in the proposed boxes, the title, reference, author, quality of data&#8230;. A free text box allows you to enter a note or record the transcript of an act.<\/li>\n<li>You can mark a source as private in order not to export it when exchanging files, nor to publish it.<\/li>\n<li>Each source may be illustrated with media.<\/li>\n<\/ul>\n<p>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.<\/p>\n<\/div>\n<\/div>\n<h3><\/h3>\n<h3><strong>Create a new source and assign it to an event<\/strong><\/h3>\n<p><em>Source tab<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-9698\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/06\/source_tab_event_pc_EN.png\" alt=\"\" width=\"606\" height=\"281\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/06\/source_tab_event_pc_EN.png 606w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/06\/source_tab_event_pc_EN-300x139.png 300w\" sizes=\"(max-width: 606px) 100vw, 606px\" \/><\/p>\n<ol>\n<li>Select the event from the\u00a0<strong>Personal Data <\/strong>tab.<\/li>\n<li>Click the <strong>Sources <\/strong>tab.<\/li>\n<li>Click the\u00a0 <img decoding=\"async\" class=\"alignnone size-full wp-image-11935\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/08\/16-plus.jpg\" alt=\"\" width=\"16\" height=\"16\" \/>\u00a0button.<\/li>\n<li>Click the (Mac) <strong>New Source<\/strong> button or (Windows) the <img decoding=\"async\" class=\"alignnone size-full wp-image-11935\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/08\/16-plus.jpg\" alt=\"\" width=\"16\" height=\"16\" \/> button in the\u00a0<strong>Source index <\/strong>screen.<\/li>\n<li>Enter the information for the source and press <strong>OK<\/strong>. The new source is assigned to the event.<\/li>\n<\/ol>\n<p><em>(Mac) Create a source<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-19389\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_enter_mac_en.png\" alt=\"\" width=\"1155\" height=\"751\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_enter_mac_en.png 1155w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_enter_mac_en-300x195.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_enter_mac_en-1024x666.png 1024w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_enter_mac_en-768x499.png 768w\" sizes=\"(max-width: 1155px) 100vw, 1155px\" \/><\/p>\n<p><em>(Windows) Create a source<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-19386\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_enter_pc_en.png\" alt=\"\" width=\"826\" height=\"731\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_enter_pc_en.png 826w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_enter_pc_en-300x265.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_enter_pc_en-768x680.png 768w\" sizes=\"(max-width: 826px) 100vw, 826px\" \/><\/p>\n<p>At least enter : Source type, Title, Call#, Repository and Certainty.<\/p>\n<p>Add media, note, transcription, make the source private by ticking the Private Source box.<\/p>\n<h3><\/h3>\n<h3>Create a source from the source index to attach it later<\/h3>\n<p>Open the Source index, click the (Mac) <strong>New Source<\/strong> button or (Windows) the <img decoding=\"async\" class=\"alignnone size-full wp-image-11935\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/08\/16-plus.jpg\" alt=\"\" width=\"16\" height=\"16\" \/> button in the\u00a0<strong>Source index <\/strong>screen.<\/p>\n<div class=\"search-main-wrap search-long\">\n<div class=\"translation-wrap clearfix\">\n<div class=\"right-side-wrap\">\n<div id=\"trtext\"><span id=\"s2_1\"><strong>Note<\/strong>: To save time, you can duplicate a source.<\/span>\u00a0<span id=\"s2_2\" data-darkreader-inline-bgcolor=\"\">Select the source you want to duplicate and click <img decoding=\"async\" class=\"alignnone size-full wp-image-13778\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/16-copier.jpg\" alt=\"\" width=\"16\" height=\"16\" \/>.<\/span>\u00a0<span id=\"s2_3\">Edit the source with <img decoding=\"async\" class=\"alignnone size-full wp-image-11950\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/08\/Edit-1.png\" alt=\"\" width=\"16\" height=\"16\" \/> to edit the fields you want to edit.<\/span>\u00a0<span id=\"s2_4\">So if you have the same source but just a reference that is different, you can duplicate the source and only change the reference.<\/span>\u00a0<span id=\"s2_5\">This is very useful when you create a source for a complete registry.<\/span>\u00a0<span id=\"s2_6\">See also <a href=\"https:\/\/help.heredis.com\/en\/the-different-mode-for-sources-citations-2\/\" target=\"_blank\" rel=\"noopener noreferrer\">The different modes for Sources &amp; Citations<\/a> or see below.<\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<h4>Assign an existing source by drag and drop<\/h4>\n<p>1. Select the event from the <strong>Personal Data<\/strong> tab.<br \/>\n2. Drag the source in the <strong>Sources<\/strong> panel and drop it in the display field of the event. The source is then assigned.<\/p>\n<h4>Assign an existing source from the Sources tab of the event<\/h4>\n<p>1. Click the <img decoding=\"async\" class=\"alignnone size-full wp-image-1140\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/12\/16-plus.jpg\" alt=\"\" width=\"16\" height=\"16\" \/>\u00a0(Link a source) on the button bar to open the <strong>Entering source\u2026<\/strong> screen.<br \/>\n2. Select the source from the list then validate by clicking <strong>OK<\/strong>. The source is assigned to the event.<\/p>\n<h3><\/h3>\n<h3>Create Person Sources<\/h3>\n<p>You can link sources directly to a person, click on the <strong>Person Sources<\/strong> tab in the middle of the screen <strong>Data &gt; Personal Data<\/strong>.<\/p>\n<p>The association of a person source works exactly as the association of a source for an event.<\/p>\n<h3><\/h3>\n<h3>Information for the source<\/h3>\n<p>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.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-2604 alignnone\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/12\/sources_info_pc_EN.png\" alt=\"\" width=\"824\" height=\"177\" \/><\/p>\n<ul>\n<li><strong>Type: <\/strong>Specify the type of information that allows you to advance in your genealogy. Is it a deed? A family document? A historical work? Etc.<\/li>\n<li><strong>Source Name: <\/strong>Type a pertinent title for recognizing the document. The title of the source appears in the\u00a0<strong style=\"font-style: inherit;\">Sources<\/strong>\u00a0panel and in the\u00a0<strong style=\"font-style: inherit;\">Sources<\/strong> tab of events, as well as in the genealogy documents you may print.<\/li>\n<li><strong>Document:<\/strong> 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.).<\/li>\n<li><strong>Repository: <\/strong>Indicate where the original source is archived or the body where you found the information.<\/li>\n<li><strong>Call Number:<\/strong> 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.<\/li>\n<li><strong>Date:<\/strong> Enter the date of the document that allowed you to find the informa\u00adtion. Indicate the date of publication for a book, the date of dispatch for correspondence.<\/li>\n<\/ul>\n<p><strong style=\"font-style: inherit;\">Info<\/strong>\u00a0\u2022 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).<\/p>\n<ul>\n<li><strong>Author:<\/strong> Enter the author of the document that allowed you to find informa\u00adtion. 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 author\u00adity for an administrative document, a parent who took a photo\u2026<\/li>\n<li><strong>Email:<\/strong> Note the email of the person or organization that holds the informa\u00adtion.<\/li>\n<li><strong>URL:<\/strong> Specify the address (URL) of the Internet website where you found the information.<\/li>\n<li><strong>Medium:<\/strong> 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 orig\u00adinal or do you have a scanned image of the deed? Have you seen the information by consulting a microfilm? Have you found the informa\u00adtion in an online genealogy?<\/li>\n<li><strong>Archive:<\/strong> 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.<\/li>\n<li><strong>Quality of Data:<\/strong> To qualify the validity of the information, set the certainty of the source by using the cursor, from 0 (not sure) to 3 (completely cer\u00adtain).<\/li>\n<li><strong>Note:<\/strong> In the <strong style=\"font-style: inherit;\">Note and transcription<\/strong> 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.<\/li>\n<li>Tick the\u00a0<strong style=\"font-style: inherit;\">Private Note<\/strong> box to exclude the note from exports or from printed documents.<\/li>\n<\/ul>\n<h3><\/h3>\n<h3>Transcript your sources<\/h3>\n<p>Heredis understands the difficulty of your work in deciphering the acts and proposes a <strong>Display mode<\/strong> get the best possible display of the media and of the note. Click on Display mode button of a source or citation to view the media next to the transcription text block.<\/p>\n<p>Click the <strong>Horizontal Display<\/strong> 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.<br \/>\nClick the <strong>Vertical Display<\/strong> button to visualize the document as a whole, including marginal notes. You may enter text to the right of the displayed image.<\/p>\n<h3><\/h3>\n<h3>Generalities<\/h3>\n<p>All sources entered are managed by the\u00a0<strong>Sources Index <img decoding=\"async\" class=\"alignnone wp-image-13768\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/88-dicoSources.png\" alt=\"\" width=\"25\" height=\"25\" \/><\/strong>.<\/p>\n<p><strong>Warning<\/strong>: Any modification in a source will be applied to all its uses.<\/p>\n<p><em>(Mac) Source index<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-18418\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/07\/sources_index_mac_en.png\" alt=\"\" width=\"1095\" height=\"625\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/07\/sources_index_mac_en.png 1095w, https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/07\/sources_index_mac_en-300x171.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/07\/sources_index_mac_en-1024x584.png 1024w, https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/07\/sources_index_mac_en-768x438.png 768w\" sizes=\"(max-width: 1095px) 100vw, 1095px\" \/><\/p>\n<p><em>(Windows) Source index<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-18412\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/07\/sources_index_en_pc.png\" alt=\"\" width=\"852\" height=\"563\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/07\/sources_index_en_pc.png 852w, https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/07\/sources_index_en_pc-300x198.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/07\/sources_index_en_pc-768x507.png 768w\" sizes=\"(max-width: 852px) 100vw, 852px\" \/><\/p>\n<p>When you attach a source, add a comment to indicate the connection between the event, the facts or person and the source.<\/p>\n<p>You can also register the quality of the proof you have, click on the displayed list in Evidence column and select the appropriate value according to the detained certificates.<\/p>\n<p><em>(Mac) Source tab<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-19392\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_evidence_mac_en.png\" alt=\"\" width=\"431\" height=\"238\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_evidence_mac_en.png 431w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_evidence_mac_en-300x166.png 300w\" sizes=\"(max-width: 431px) 100vw, 431px\" \/><\/p>\n<p><em>(Windows) Source tab<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-19395\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_evidence_pc_en.png\" alt=\"\" width=\"544\" height=\"284\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_evidence_pc_en.png 544w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/source_evidence_pc_en-300x157.png 300w\" sizes=\"(max-width: 544px) 100vw, 544px\" \/><\/p>\n<p><strong>Direct<\/strong>: the source responds to the searched question by itself.<\/p>\n<p><strong>Indirect<\/strong>: the source is relevant but needs more information.<\/p>\n<p><strong>Negative<\/strong>: the source is relevant by the lack of information it should contained.<\/p>\n<p><strong>Note<\/strong>: When you add a source to an event, the proof is automatically fixed to direct. You can change this setting in Format tab of Heredis\u2019s preferences. (Mac) <strong>Heredis<\/strong> menu &gt; <strong>Preference <\/strong><strong>&gt; Format tab &gt; Evidence<\/strong>, (Windows) <strong>Tools<\/strong> menu <strong>&gt; Preferences &gt;<\/strong> <strong>Heredis Preferences &gt; Evidence,<\/strong> choose the option that matches best to your work.<\/p>\n<p>Report to <a href=\"https:\/\/help.heredis.com\/en\/the-sources-index\/\" target=\"_blank\" rel=\"noopener noreferrer\">Source index<\/a> and <a href=\"https:\/\/help.heredis.com\/en\/indexes-2\/\" target=\"_blank\" rel=\"noopener noreferrer\">Indexes: Generalities<\/a> for more details.<\/p>\n<h3><\/h3>\n<h3>Managing citations in comprehensive mode<\/h3>\n<p>Heredis allows you to enrich the note associated to the sources in order to make it a full citation.<\/p>\n<p>To switch in comprehensive mode,<\/p>\n<ul>\n<li>(Mac) click <strong>Heredis<\/strong> menu &gt; <strong>Preference <\/strong><strong>&gt; Format tab<\/strong>,<\/li>\n<li>(Windows) <strong>Tools<\/strong> menu <strong>&gt; Preferences &gt;<\/strong> <strong>Heredis Preferences<\/strong>,<\/li>\n<li>Tick the <strong>Comprehensive mode<\/strong> box and check the \u201c<strong>Comprehensive mode<\/strong>\u201d alternative in the Default source citation options.<\/li>\n<\/ul>\n<p>New options appear allowing you to register the quality of the source and the information.<\/p>\n<p><strong>Original<\/strong>: the source is in its original form.<br \/>\n<strong>Derivative<\/strong>: the source is extracted, transcribed, translated or derived from the original.<br \/>\n<strong>Primary<\/strong>: the source comes from a person who did have direct knowledge of the event or person.<br \/>\n<strong>Secondary<\/strong>: the source comes from a person who did not have a direct knowledge of the event or person (local history, tradition, family history\u2026).<\/p>\n<p style=\"text-align: left;\"><em>Source&#8217;s Preferences<\/em><\/p>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"wp-image-694 size-full alignnone\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/12\/source_quality.png\" alt=\"\" width=\"813\" height=\"227\" \/><\/p>\n<p>In comprehensive mode, when you want to associate a source to an event, Heredis display a citation windows allowing you to:<\/p>\n<ul>\n<li>link the citation to a generic source, a specific record for example<\/li>\n<li>qualify and eventually declare as private citation<\/li>\n<li>add the certificate that you detain as media of the citation<\/li>\n<li>transcribe this certificate and add a note<\/li>\n<\/ul>\n<p><em>(Windows) Source Citation<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13772\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/source_citation.png\" alt=\"\" width=\"826\" height=\"563\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/source_citation.png 826w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/source_citation-300x204.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/source_citation-768x523.png 768w\" sizes=\"(max-width: 826px) 100vw, 826px\" \/><\/p>\n<p><em>(Mac) Source Citation<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13775\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/source_citation_mac.png\" alt=\"\" width=\"662\" height=\"548\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/source_citation_mac.png 662w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/source_citation_mac-300x248.png 300w\" sizes=\"(max-width: 662px) 100vw, 662px\" \/><\/p>\n<h3>Duplicate a citation of a source<\/h3>\n<p>If you want to duplicate the citation and all the elements which compose it in another event, use the <img decoding=\"async\" class=\"alignnone size-full wp-image-13778\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/16-copier.jpg\" alt=\"\" width=\"16\" height=\"16\" \/>copy &amp; paste <img decoding=\"async\" class=\"alignnone size-full wp-image-12071\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/08\/paste.png\" alt=\"\" width=\"16\" height=\"16\" \/>buttons.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-695 size-full alignnone\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/12\/copy_a_source.png\" alt=\"\" width=\"1055\" height=\"401\" \/><\/p>\n<h3>Summary of the source<\/h3>\n<p>In the <strong>Data<\/strong> screen <strong>&gt; Personal Data<\/strong>, next to the list of <strong>Events<\/strong>, click once on any source under the <strong>Sources<\/strong> tab: a summary of the source \u2013 or of the source citation if you have selected the <strong>Comprehensive<\/strong> mode under the Default Source Citation Options \u2013 will be displayed in the <strong>Summary<\/strong> panel.<\/p>\n<p style=\"text-align: left;\"><em>Source Citation<\/em><\/p>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"wp-image-696 size-full alignnone\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/12\/source_citation.png\" alt=\"\" width=\"218\" height=\"279\" \/><\/p>\n<p>For further details, see <a href=\"https:\/\/help.heredis.com\/en\/the-different-mode-for-sources-citations-2\/\">The different mode for Sources &amp; Citations<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The information gathered about your ancestors will be more or less reliable depending on their origin. [&#8230;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[109],"class_list":["post-12493","post","type-post","status-publish","format-standard","hentry","category-use-heredis","tag-indexes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sources - Heredis Help Knowledgebase<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.heredis.com\/en\/sources\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sources - Heredis Help Knowledgebase\" \/>\n<meta property=\"og:description\" content=\"The information gathered about your ancestors will be more or less reliable depending on their origin. 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