{"id":4808,"date":"2024-09-03T14:00:53","date_gmt":"2024-09-03T12:00:53","guid":{"rendered":"https:\/\/help.heredis.com\/?post_type=epkb_post_type_1&#038;p=4808"},"modified":"2025-09-01T10:16:13","modified_gmt":"2025-09-01T08:16:13","slug":"search-wizard","status":"publish","type":"post","link":"https:\/\/help.heredis.com\/en\/search-wizard\/","title":{"rendered":"Search Wizard"},"content":{"rendered":"<p>Visual cues tell you whether or not a search is necessary for the primary person displayed, based on the criteria you set in <strong>Heredis&#8217; Preferences, <\/strong>see <a href=\"https:\/\/help.heredis.com\/en\/heredis-preferences\/\" target=\"_blank\" rel=\"noopener noreferrer\">Heredis&#8217; Preferences<\/a> for more details on data completeness. The completeness icon <img decoding=\"async\" class=\"alignnone size-full wp-image-260\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/11\/16-completude.png\" alt=\"\" width=\"21\" height=\"17\" \/> appears in the status bar, in the <strong>Searches <\/strong>tab, in the <strong>Persons<\/strong> and <strong>Branches tabs<\/strong> in the search panel.<br \/>\nIt tells you whether, for the main life events (Birth or Baptism &#8211; Union &#8211; Death or Burial), the information entered is complete, incomplete or missing.<\/p>\n<ul>\n<li>Click on the <strong>Search<\/strong> tab &gt; <strong>Search Wizard<\/strong>.<\/li>\n<\/ul>\n<h3>Primary Person data<\/h3>\n<ul>\n<li>Heredis allows you to see events that have been experienced or of importance to your ancestor&#8217;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 cogwheel at the <img decoding=\"async\" class=\"alignnone wp-image-11489\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/06\/roue_dentee_xxl.png\" alt=\"\" width=\"20\" height=\"19\" \/> top right to change the display. Choose to view only the primary person&#8217;s data by unchecking all the crossover events, or select which events you want to see.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-20207\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_h21_pc_en.png\" alt=\"\" width=\"1439\" height=\"489\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_h21_pc_en.png 1439w, https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_h21_pc_en-300x102.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_h21_pc_en-1024x348.png 1024w, https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_h21_pc_en-768x261.png 768w\" sizes=\"(max-width: 1439px) 100vw, 1439px\" \/><\/p>\n<p>The search wizard also displays:<\/p>\n<ul>\n<li>the completeness icon of major events <img decoding=\"async\" class=\"alignnone size-full wp-image-10388\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/06\/CompletudeNaisTrois.png\" alt=\"\" width=\"5\" height=\"16\" \/> <img decoding=\"async\" class=\"alignnone size-full wp-image-10385\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/06\/CompletudeMarTrois.png\" alt=\"\" width=\"5\" height=\"16\" \/>\u00a0<img decoding=\"async\" class=\"alignnone size-full wp-image-10382\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/06\/CompletudeDecesTrois.png\" alt=\"\" width=\"5\" height=\"16\" \/><\/li>\n<li>blue chips if you have a Note, a Source, a Witness, a Media attached to the event<\/li>\n<li>the primary person&#8217;s event search status. Click on the icon to change the search status to <strong><img decoding=\"async\" class=\"alignnone size-full wp-image-18823\" style=\"font-weight: 400;\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/Evenement_ne_pas_rechercher.png\" alt=\"\" width=\"16\" height=\"16\" \/><\/strong> <strong>No Search Record,<\/strong> <strong>\u00a0<img decoding=\"async\" class=\"alignnone size-full wp-image-18826\" style=\"font-weight: 400;\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/Evenement_rechercher.png\" alt=\"\" width=\"16\" height=\"16\" \/> Search<\/strong> <strong>Record, <img decoding=\"async\" class=\"alignnone size-full wp-image-48156\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/07\/Evenement_en_cours.png\" alt=\"\" width=\"16\" height=\"16\" \/> Search in progress<\/strong> or <img decoding=\"async\" class=\"alignnone size-full wp-image-18829\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/Evenement_introuvable.png\" alt=\"\" width=\"16\" height=\"16\" \/> <strong>Not Found.<\/strong> You will then be able to see which event requires research.<\/li>\n<\/ul>\n<p>Indicate manually that a person is complete by clicking on <img decoding=\"async\" class=\"alignnone size-full wp-image-20201\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/completion-oui.png\" alt=\"\" width=\"16\" height=\"16\" \/> if you do not have more data to search for. Since Heredis 2021, this icon is also available in <strong>Data<\/strong> tab <strong>&gt; Personal Data.<\/strong><\/p>\n<p>Click on <img decoding=\"async\" class=\"alignnone size-full wp-image-20204\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/24-branche.png\" alt=\"\" width=\"24\" height=\"24\" \/> to display the branch of the primary person in the <strong>Branches<\/strong> panel.<\/p>\n<h3>The lower area of the search wizard<\/h3>\n<p>To complete your analysis of the searches to be undertaken, check out the tabs located in the lower area of the screen.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-18835\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_bottom_en.png\" alt=\"\" width=\"1429\" height=\"400\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_bottom_en.png 1429w, https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_bottom_en-300x84.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_bottom_en-1024x287.png 1024w, https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_bottom_en-768x215.png 768w\" sizes=\"(max-width: 1429px) 100vw, 1429px\" \/><\/p>\n<ul>\n<li><strong>Sources<\/strong> attached to all the events mentioned above may contain a crucial element for your approach.<\/li>\n<li><strong>Media<\/strong> allows you to view documents that may have clues.<\/li>\n<li>The <strong>Map<\/strong> will allow you to see if the cities mentioned in the events displayed are close to each other or not.<\/li>\n<\/ul>\n<p>Don&#8217;t hesitate to fill out the <strong>Research Note<\/strong> by indicating which track you want to focus on. You will be able to resume your steps later and continue your reasoning.<\/p>\n<h3>Start a search on the Internet<\/h3>\n<p>In the lower area of the <strong>Search Wizard, <\/strong>you can search one or more websites with a publishing database.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-20211\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/09\/search_wizard_internet_h21_pc.png\" alt=\"\" width=\"1434\" height=\"919\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/09\/search_wizard_internet_h21_pc.png 1434w, https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/09\/search_wizard_internet_h21_pc-300x192.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/09\/search_wizard_internet_h21_pc-1024x656.png 1024w, https:\/\/help.heredis.com\/wp-content\/uploads\/2020\/09\/search_wizard_internet_h21_pc-768x492.png 768w\" sizes=\"(max-width: 1434px) 100vw, 1434px\" \/><\/p>\n<p>Click on the <strong>Web Search<\/strong> tab to select which data to take into account and which operator you want to search on.<\/p>\n<p>1. Choose the search operator. Unroll the <strong>Search<\/strong> <strong>Location <\/strong>menu to select <strong>Heredis Online<\/strong> or another site suggested in the<strong> cogwheel<\/strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-16663\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/roue-dentee.png\" alt=\"\" width=\"16\" height=\"16\" \/>.<br \/>\n2. Choose the criteria from those available from the selected operator. Some criteria may be grayed out if they are not usable in the operator&#8217;s search fields.<\/p>\n<ul>\n<li>Keep the surname of the primary person or type in another surname.<\/li>\n<li>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.<\/li>\n<li>Check the <strong>Place<\/strong> 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.<\/li>\n<li>Check the <strong>Spouse<\/strong> box to include this data in the search.<br \/>\nChoose 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.<\/li>\n<li>Check the <strong>Period<\/strong> box to indicate a range of dates. Validate or change the start and end years for online search.<\/li>\n<\/ul>\n<p>3. Click <strong>Search<\/strong> to send your search criteria to the selected operator. Heredis opens your Internet browser and displays the requested site. It&#8217;s up to you to complete the search based on any additional tools available at the default selected operator.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-23147\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2021\/09\/hol_recherche_resultats2_en.png\" alt=\"\" width=\"1920\" height=\"937\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2021\/09\/hol_recherche_resultats2_en.png 1920w, https:\/\/help.heredis.com\/wp-content\/uploads\/2021\/09\/hol_recherche_resultats2_en-300x146.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2021\/09\/hol_recherche_resultats2_en-1024x500.png 1024w, https:\/\/help.heredis.com\/wp-content\/uploads\/2021\/09\/hol_recherche_resultats2_en-768x375.png 768w, https:\/\/help.heredis.com\/wp-content\/uploads\/2021\/09\/hol_recherche_resultats2_en-1536x750.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>If you want to add a search operator or change the proposed list, click on the cogwheel <img decoding=\"async\" class=\"alignnone size-full wp-image-597\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/12\/16-roue-dentee.png\" alt=\"\" width=\"16\" height=\"16\" \/> icon. See also <a href=\"https:\/\/help.heredis.com\/en\/search-on-heredis-online\/\" target=\"_blank\" rel=\"noopener noreferrer\">Search on Heredis Online<\/a>.<\/p>\n<p>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.<br \/>\nYou 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&#8217;s choice.<\/p>\n<h4>To add a personal website:<\/h4>\n<ul>\n<li>Click on the cogwheel <img decoding=\"async\" class=\"alignnone size-full wp-image-597\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/12\/16-roue-dentee.png\" alt=\"\" width=\"16\" height=\"16\" \/> icon.<\/li>\n<li>Click the <strong>button <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\" \/><\/strong> at the bottom of the <strong>Web Sites <\/strong>window.<\/li>\n<li>In the first column, type the name of the website as you want to see displayed in the list of available operators.<\/li>\n<li>Open your Internet browser and log on to the search page of this site.<\/li>\n<li>Copy the URL address in your browser&#8217;s address bar and paste it in the <strong>URL<\/strong> area of the Web Sites window.<\/li>\n<\/ul>\n<p>To remove a website added by you, select it from the bottom of the Web Sites window and click the button <strong>\u2014<\/strong>.<\/p>\n<h3><img decoding=\"async\" class=\"alignnone size-full wp-image-52858\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_pc-en.jpg\" alt=\"\" width=\"668\" height=\"520\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_pc-en.jpg 668w, https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_pc-en-300x234.jpg 300w\" sizes=\"(max-width: 668px) 100vw, 668px\" \/><\/h3>\n<h3>Since Heredis 2025, save your own favorite search web sites<\/h3>\n<p>The search web sites you add are linked to the computer. If you install Heredis on another computer, your favorite search web sites will not be shown.<br \/>\nYou can therefore save your own favorite sites and transfer the exported file to another computer.<\/p>\n<p>To do this, click on the cogwheel <img decoding=\"async\" class=\"alignnone size-full wp-image-52645\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2024\/07\/photo_roue.png\" alt=\"\" width=\"20\" height=\"20\" \/> in the <strong>Web Search<\/strong> tab.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-52861\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_roue_pc-en.jpg\" alt=\"\" width=\"498\" height=\"74\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_roue_pc-en.jpg 498w, https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_roue_pc-en-300x45.jpg 300w\" sizes=\"(max-width: 498px) 100vw, 498px\" \/><\/p>\n<p>Then click on <strong>Export your own sites<\/strong>.<br \/>\nSave the .json file on a USB key or external disk.<\/p>\n<h3><img decoding=\"async\" class=\"alignnone size-full wp-image-52858\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_pc-en.jpg\" alt=\"\" width=\"668\" height=\"520\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_pc-en.jpg 668w, https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_pc-en-300x234.jpg 300w\" sizes=\"(max-width: 668px) 100vw, 668px\" \/><\/h3>\n<h3>\nSince Heredis 2025, import your own favorite search web sites<\/h3>\n<p>On your other computer, plug in your USB key or external hard drive.<br \/>\nLaunch Heredis and open your file.<br \/>\nClick on the <strong>Search <\/strong>tab <strong>&gt; Search Wizard<\/strong>, then on the <strong>Web Search<\/strong> tab.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-52861\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_roue_pc-en.jpg\" alt=\"\" width=\"498\" height=\"74\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_roue_pc-en.jpg 498w, https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_roue_pc-en-300x45.jpg 300w\" sizes=\"(max-width: 498px) 100vw, 498px\" \/><br \/>\nClick on the cogwheel <img decoding=\"async\" class=\"alignnone size-full wp-image-52645\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2024\/07\/photo_roue.png\" alt=\"\" width=\"20\" height=\"20\" \/>.<br \/>\nFinally, click on<strong> Import your own sites<\/strong>.<br \/>\nSelect the USB key or external hard drive, then choose the .json file.<\/p>\n<p>Heredis now has your own favorite search web sites.<\/p>\n<h3><img decoding=\"async\" class=\"alignnone size-full wp-image-52858\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_pc-en.jpg\" alt=\"\" width=\"668\" height=\"520\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_pc-en.jpg 668w, https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/sites_de_recherche_pc-en-300x234.jpg 300w\" sizes=\"(max-width: 668px) 100vw, 668px\" \/><\/h3>\n<h3>Relaunch a previous search<\/h3>\n<p>Haven&#8217;t found the information you need? Didn&#8217;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&#8217;ve already done.<\/p>\n<p>1. Click the <strong>History <\/strong>button. All previous searches for the primary person can be found in this window.<br \/>\nRank them by date, or by operator name by clicking on column headers.<br \/>\n2. Just click the button <img decoding=\"async\" class=\"alignnone size-full wp-image-3004\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/12\/16-internet-1.jpg\" alt=\"\" width=\"16\" height=\"16\" \/> to restart the same search, with the same criteria.<br \/>\nClick the <strong>Clear History<\/strong> button to clear the list of previous searches for that person.<\/p>\n<p><em>(Windows) Search history<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-18846\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_history_pc_en.png\" alt=\"\" width=\"616\" height=\"250\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_history_pc_en.png 616w, https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_history_pc_en-300x122.png 300w\" sizes=\"(max-width: 616px) 100vw, 616px\" \/><\/p>\n<p><em>(Mac) Search history<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-18849\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_history_mac_en.png\" alt=\"\" width=\"549\" height=\"241\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_history_mac_en.png 549w, https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/12\/search_wizard_history_mac_en-300x132.png 300w\" sizes=\"(max-width: 549px) 100vw, 549px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Visual cues tell you whether or not a search is necessary for the primary person displayed, based on the criteria [&#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":[113],"class_list":["post-4808","post","type-post","status-publish","format-standard","hentry","category-use-heredis","tag-sharing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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