The different mode for Sources & Citations

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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.

PC 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.

PC Source’s Comprehensive Mode


MAC Source’s Comprehensive Mode


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